2020-08-14T09:41:14-05:00 2019-09-30 KPMG LLP 8350 Broad Street Suite 900 McLean VA 22102 990 2018-10-01 521067541 Woodrow Wilson International Center for Scholars % ANDREW PEPITO WOOD 2026914000 1300 Pennsylvania Avenue NW Washington DC 200043027 ANDREW PEPITO CFO 2020-08-13 true Margaret A Bradshaw P00501222 7032868000 2020-08-12 199.206.0.5 54028020202275000002 2020-08-14 P B56D509B93C5248D337167ADF6105D08AB3B6F07 42F59F89E782F016D3A45D0879BE2BB60C50B618 2018 2020-09-23 17:36:50Z JANE HARMAN 1300 Pennsylvania Avenue NW Washington DC 200043027 68293170 false X www.wilsoncenter.org X US GOVT INST. 1968 DC The Wilson Center promotes policy, rele- vant research and dialogue to increase understanding and enhance the capabilities and knowledge of leaders, citizens, and institutions. 17 17 179 17 0 -228 24621229 27746634 0 0 775365 968137 143863 158999 25540457 28873770 2603530 2738588 0 0 14358502 14107201 210282 152995 1278909 7370344 7789869 24542658 24788653 997799 4085117 97446010 99249546 8794407 10356792 88651603 88892754 X 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. false false 2005309 234349 KENNAN INSTITUTE - BRINGS SCHOLARS AND GOVERNMENTAL SPECIALISTS TOGETHER TO DISCUSS POLITICAL, SOCIAL, AND ECONOMIC ISSUES AFFECTING RUSSIA AND OTHER SUCCESSOR STATES TO THE SOVIET UNION. 1727241 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. 937063 88011 ASIA PROGRAM- PROMOTES POLICY DEBATE AND INTELLECTUAL DISCUSSION ON U.S. INTERESTS IN THE ASIA-PACIFIC AS WELL AS POLITICAL, ECONOMIC, SECURITY AND SOCIAL ISSUES RELATING TO THE WORLDS MOST POPULOUS AND ECONOMICALLY DYNAMIC REGION. 13135684 2416228 17805297 true true false false false false false true false true true true false false false true true false false false true true true true true false false false true true false false false false false false false false true false false false false false false false false true 88 0 true 179 true true true false false false false true true false false false false false false X 17 17 false false false false false false false true true false false true true true true true true true true false CA NY X X ANDREW PEPITO 2026914036 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 X DAVID FERRIERO TRUSTEE 1.0 0.0 X 0 0 0 FRED MALEK CHAIRMAN 1.0 0.0 X X 0 0 0 WILLIAM D ADAMS TRUSTEE 1.0 0.0 X 0 0 0 ALEX AZAR TRUSTEE 1.0 0.0 X 0 0 0 CARLA HAYDEN TRUSTEE 1.0 0.0 X 0 0 0 ELISABETH DEVOS TRUSTEE 1.0 0.0 X 0 0 0 DAVID SKORTON TRUSTEE 1.0 0.0 X 0 0 0 FRED HOCHBERG TRUSTEE 1.0 0.0 X 0 0 0 PETER BESHAR TRUSTEE 1.0 0.0 X 0 0 0 JANE WATSON STETSON - THRU 1018 TRUSTEE 1.0 0.0 X 0 0 0 DAVID JACOBSON TRUSTEE 1.0 0.0 X 0 0 0 THELMA DUGGIN TRUSTEE 1.0 0.0 X 0 0 0 BARRY JACKSON VICE CHAIRMAN 1.0 0.0 X X 0 0 0 LOUIS SUSMAN TRUSTEE 1.0 0.0 X 0 0 0 NATHALIE RAYES TRUSTEE 1.0 0.0 X 0 0 0 EARL W STAFFORD TRUSTEE 1.0 0.0 X 0 0 0 Drew Maloney Trustee - as of 3/13/19 1.0 0.0 X 0 0 0 Gov Scott Walker Chairman-as of 7/16/19 1.0 0.0 X 0 0 0 Michael Pompeo Trustee 1.0 0.0 X 0 0 0 MICHAEL FORSTER COO 40.0 0.0 X 251546 0 56504 ROBERT LITWAK VP SCHOLARS 40.0 0.0 X 170209 0 45632 JANE HARMAN PRESIDENT 40.0 0.0 X 413986 0 41949 SUE HOWARD ACTING CFO 40.0 0.0 X 163855 0 43181 LINDA ROTH VP EXTERNAL RELATIONS 40.0 0.0 X 196022 0 34589 DUNCAN WOOD PROGRAM DIRECTOR 40.0 0.0 X 162486 0 29511 AARON MILLER PROGRAM DIRECTOR 40.0 0.0 X 168805 0 35213 VICKKI JOHNSON HR DIRECTOR 40.0 0.0 X 168615 0 30603 GWEN YOUNG PROGRAM DIRECTOR 40.0 0.0 X 167123 0 40953 MONDE MUYANGWA PROGRAM DIRECTOR 40.0 0.0 X 160193 0 39699 2022840 0 397834 33 false true false KPMG LLP 8350 Broad Street Ste 900 MCLEAN VA 22102 Audit & Tax 195500 Levin Professional Services 11242 Grandview Ave WHEATON MD 20902 Search Firm 173289 Catherine Ashton 4 BUCKLAND CRESCENT LONDON 0 UK NW3 50X Scholar 170500 DAVID BALTON 1114 3rd ST SE WASHINGTON DC 20003 SCHOLAR 144969 INTERACTIVE STRATEGIES 1140 CONNECTICUT AVE NW 1008 WASHINGTON DC 20036 MARKETING 129570 10 751163 11341530 15653941 180642 27746634 0 897173 897173 0 28513 28513 0 0 0 39240901 39169937 70964 70964 70964 379949 751163 249463 130486 130486 0 0 0 0 0 0 0 28873770 1127136 0 2109720 2109720 628868 628868 0 1417473 215841 1201632 0 9738280 6508984 2760973 468323 1181088 795820 355792 29476 1050400 665719 335578 49103 719960 453454 232501 34005 0 0 195500 195500 0 152995 152995 127500 127500 1277564 901105 376459 3188 1689 1499 1428935 860808 492631 75496 514282 78413 435869 0 0 1272484 919520 307241 45723 0 2526894 1982328 123508 421058 0 0 450126 450126 52077 52077 INDIRECT EXPENSES -58681 1683028 -1744439 2730 24788653 17805297 5704447 1278909 9686480 13571783 8812585 9065359 1364715 3130946 33927960 30613801 0 0 0 0 0 0 0 0 163897 185352 7197305 4910957 1996612 2286348 31396767 32373715 9871994 7797242 0 0 0 0 225000 225000 97446010 99249546 2883987 3101356 1924219 2197959 3986201 5057477 0 0 0 0 0 0 0 0 0 0 0 0 8794407 10356792 X 21931415 23510892 50011117 48675015 16709071 16706847 88651603 88892754 97446010 99249546 4085117 -403966 -3440000 X false true X true true true X 13259522 23647358 23496856 24621229 27746634 112771599 0 3419805 5530033 5839171 5484592 5391255 25664856 16679327 29177391 29336027 30105821 33137889 138436455 5927132 132509323 750642 705693 721532 814700 925686 3918253 0 221115 284752 182532 74796 130486 893681 143248389 32453 0.92503 0.92990 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225000 X false 39131237 265365 2224 1477554 37916824 38550176 201993 1812848 1433780 39131237 35846543 256236 3859959 1412562 38550176 34652972 54465 2552829 1413723 35846543 36115080 2094299 -1886982 1669425 34652972 0.39600 0.44100 0.16300 false false 0 2660715 1807634 853081 0 4536590 3103323 1433267 2286348 COMINGLED FUNDS 1777723 F ABSOLUTE RETURN FUNDS 6019519 F 7797242 0 0 X 34220587 -403966 5501320 249463 5346817 28873770 28873770 33979436 8941320 249463 9190783 24788653 24788653 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 ENDOWMENT FUND IS TO PROVIDE FUNDING FOR ONGOING PROGRAM EXPENSES AND ADMINISTRATIVE COSTS. Schedule D, PART X, LINE 2: FIN 48 FOOTNOTE 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 positions taken and has concluded that as of September 30, 2019, 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 $249,463. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF SPECIAL EVENT EXPENSES $249,463. true Central America and the Caribbean 0 0 Program Services CONFERENCES 25353 East Asia and the Pacific 0 0 Grantmaking 91190 East Asia and the Pacific 0 0 Program Services CONFERENCES 19403 Europe (Including Iceland and Greenland) 0 0 Grantmaking 246967 Europe (Including Iceland and Greenland) 0 0 Program Services CONFERENCES 356479 Middle East and North Africa 0 0 Program Services CONFERENCES 3461 North America 0 0 Fundraising 163580 North America 0 0 Program Services CONFERENCES 337887 Russia and the Newly Independent States 0 0 Program Services CONFERENCES 81985 South America 0 0 Grantmaking 125605 South America 0 0 Program Services CONFERENCES 6548 Sub-Saharan Africa 0 0 Grantmaking 83924 Sub-Saharan Africa 0 0 Program Services CONFERENCES 73471 Central America and the Caribbean 0 0 Investments 2185011 Europe (Including Iceland and Greenland) 0 0 Investments 1112208 Russia and the Newly Independent States 0 0 Grantmaking 63181 South Asia 0 0 Grantmaking 18000 0 0 0 0 4994253 4994253 STIPEND East Asia and the Pacific 4 91190 CHECK STIPEND Europe (Including Iceland and Greenland) 7 246967 CHECK STIPEND Russia and the Newly Independent States 8 63181 CHECK STIPEND South America 3 125605 CHECK STIPEND South Asia 1 18000 CHECK STIPEND Sub-Saharan Africa 6 83924 CHECK false false true true false false SCHEDULE F, 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. Schedule F, Part I, Line 3 The accrual method of accounting was used to report amounts on Part I, Line 3. Schedule F, Part III The accrual method of accounting was used to report amounts on Part III. X X X X X X X true EPIPHANY PRODUCTIONS 1727 KING ST STE 300 ALEXANDRIA VA 22314 GENERAL FUNDRAISING false 629031 80743 548288 MARTHA JENSEN 6402 GOLDLEAF DR BETHESDA MD 20817 FUNDRAISING DINNER false 448928 35936 412992 1077959 116679 961280 CA DC NY DINNER 546977 424804 122173 83866 DINNER 448928 308343 140585 86075 1 135207 18016 117191 79522 1131112 751163 379949 249463 249463 130486 true STIPEND 94 2109720 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 false false false false false false false false false MICHAEL FORSTER COO 251546 36343 20161 308050 ROBERT LITWAK VP SCHOLARS 170209 32521 13111 215841 JANE HARMAN PRESIDENT 413986 40330 1619 455935 SUE HOWARD ACTING CFO 163855 29308 13873 207036 LINDA ROTH VP EXTERNAL RELATIONS 196022 26904 7685 230611 DUNCAN WOOD PROGRAM DIRECTOR 162486 21203 8308 191997 AARON MILLER PROGRAM DIRECTOR 168805 22277 12936 204018 VICKKI JOHNSON HR DIRECTOR 168615 30603 0 199218 GWEN YOUNG PROGRAM DIRECTOR 167123 21991 18962 208076 MONDE MUYANGWA PROGRAM DIRECTOR 160193 39376 323 199892 X 6 180642 SALE 0 false false false Schedule M, Part I, Column (b) The number in Column(b) represents the number of contributions. FORM 990, ITEM K, OTHER FORM OF ORGANIZATION: US GOVT INST 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 $ 13,135,684. INCLUDING GRANTS OF $ 2,416,228. REVENUE $ 0. FORM 990, PART VI, SECTION B, LINE 11B: RETURN IS PREPARED BY CENTERS INDEPENDANT ACCOUNTING FIRM, REVIEWED BY MANAGMENT AND STAFF, AND PLACED UPON CENTERS WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C: 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 CENTERS 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 ORGANIZATIONS PRESIDENT AND OTHER OFFICERS AND DOCUMENTS ITS 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.