2019-05-15T14:47:33-07:00 2018-06-30 990 2017-07-01 030179592 WORLD LEARNING INC WORL 8022577751 1 Kipling Road PO Box 676 Brattleboro VT 05302 Konstantin Lomidze CFO 2024646973 2019-05-15 208.184.236.154 2017 2019-02-21 02:37:17Z Carol Jenkins 1015 15th Street NW 9th Floor Washington DC 20005 187238247 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. 17 16 886 85 20094 -8305 2319961 1838480 152866639 136755526 1280010 14235089 82041 147631 156548651 152976726 18461592 15946497 0 0 47037521 47663817 96287 65920 1839265 94792218 80412023 160387618 144088257 -3838967 8888469 78958728 76117644 28553121 28433018 50405607 47684626 World Learning Inc., founded in 1932, is a private, 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 78566043 11559693 82747773 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 training activists in Myanmar, teaching nurses in Malawi, 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 more than 80 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/our-impact. 28919823 1539172 34909758 Study Abroad - A pioneer in experiential, field-based study abroad, WL offers semester, summer, and custom term programs for undergraduate students in over 25 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, WL fosters a worldwide network of individuals and organizations committed to responsible global citizenship. 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 WL 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 25 countries each year. SIT Independent Study Projects often lead to advanced research including Fulbright and Watson fellowships. Learn more at www.sit.edu/studyabroad/. 8878592 335645 10536519 International Honors Programs - International Honors Program (IHP), a program within World Learning/Study Abroad, 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, social justice, and human rights. Learn more about IHP at http://studyabroad.sit.edu/sn/programs/locations/ihp-comparative/. 4360136 1380316 4674708 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 Washington, DC. The Institute's mission: prepare students to be inter-culturally effective leaders, professionals, and citizens. In doing so, WL fosters a worldwide network of individuals and organizations committed to responsible global citizenship. Programs include international education, NGO and nonprofit management, sustainable development, social justice in intercultural relations, conflict transformation, and Teaching English to Speakers of Other Languages (TESOL). 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 served as a training center for early Peace Corps volunteers and attracts many returned volunteers as staff and students. WL's academic programs offered through SIT (founded as the School for International Training) are accredited by the New England Association of Schools and Colleges through its Commission on Institutions of Higher Education. Learn more at www.sit.edu/graduate/. 4859047 1131671 2988060 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. Today, EIL provides three-to-five-week summer programs for high school students in over 25 countries worldwide. The program's mission: create meaningful, dynamic experiences for students eager to challenge themselves and engage their sense of global citizenry. Each program is an authentic journey challenging participants to develop a close connection with the people and culture of another country. Through home stays, community service, language training, outdoor adventure, art, and experiential learning, students build leadership and communication skills, gain essential international experience, increase self-confidence, and enhance global awareness. The Experiment has introduced more than 70,000 young people to international issues. Annually, over $1.5 million in scholarships are funded by the philanthropic generosity of former Experimenters and other World Learning supporters. Learn more at www.experimentinternational.org. 7446586 0 898708 Other program services, including SIT program support and auxiliary student services. 16665769 2511987 8561476 133030227 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 0 1 1 1 1 1 1 1 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 1028 0 1 886 1 1 1 1 AG AO AQ AR AS BL BM BR CH CI CM EC EG ET EZ GH IN JM JO KE LE LI MA MG NL NP NU PE PK PM RI RW SF SG SZ TZ UG UK VM 0 0 0 0 0 0 0 0 X 17 16 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 Allen B Cutler Trustee; Vice Chair 1.5 0 X X 0 0 0 Carol Jenkins President and CEO 55 0 X X 229485 0 22488 Carole Wood Trustee 1.5 0 X 0 0 0 Charles F MacCormack Trustee 1.5 0 X 0 0 0 Cheryl Winter Lewy Trustee; Vice Chair 1.5 0 X X 0 0 0 Donald K Steinberg President and CEO [through 11/2017] 55 0 X X 310102 0 15400 Emilie M Ogden Trustee 1.5 0 X 0 0 0 Jennifer Backus Trustee 1.5 0 X 0 0 0 Judy Jordan Trustee [through 10/2017] 1.5 0 X 0 0 0 Laura Roos Trustee 1.5 0 X 0 0 0 Lawrence S Cooley Trustee 1.5 0 X 0 0 0 Lynne Maguire Trustee; Board 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 Robert C Chase Trustee [through 10/2017] 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 Konstantin Lomidze SVP Finance, CFAO 55 0 X 267691 0 36893 Sophia Howlett President, SIT 55 0 X 228633 0 27071 Lisa Rae SVP of Legal Affairs and General Counsel 55 0 X 185963 0 31288 Kimberly M Abbott Vice President, Marketing and Communications 55 0 X 163963 0 8180 Thomas P Navin VP, Philan. & Alumni Engagm't [through 05/2018] 55 0 X 157031 0 24380 Bethaney M Laclair VP, Internal Affairs & Corporate Secretary 55 0 X 144166 0 37450 Kevin P Carew Chief Of Party 40 0 X 217631 0 33383 Carl T Hammerdorfer Chief Of Party 40 0 X 222492 0 21645 Nadya Karim-Shaw Country Representative 40 0 X 193044 0 19284 James A Morehouse VP, Advancement & Innovation 40 0 X 169275 0 26145 Mohamed H Attalla Chief Of Party 40 0 X 147222 0 31970 Rachel Henry Vice President, Operations [through 06/2017] 40 0 X 184447 0 22058 Paul Dery Former Acting CFO 40 0 X 145350 0 17932 2966495 0 375567 54 1 1 0 Grant Thornton LLP 75 State Street No 13 Boston MA 02109 Accounting audit and tax services 236757 Konektid International 1031 33rd Street Suite 174 Denver CO 80205 Capacity building on proposal development 111220 2 0 0 0 0 0 1838480 194840 1838480 Global Development & Echange Progs 900099 82747773 82747773 0 0 Study Abroad 611600 34909758 34909758 0 0 International Honors Program 611600 10536519 10536519 0 0 SIT Graduate Institute 611600 4674708 4674708 0 0 The Experiment in Int'l Living 611600 2988060 2988060 0 0 898708 898708 0 0 136755526 874765 0 -6381 881146 0 0 0 0 77 0 0 77 0 0 47621425 420 34261521 0 13359904 420 13360324 0 0 13360324 0 El Café Sales and Event Services 611600 49829 0 26475 23354 Credit Card Convenience Fee 611600 46772 0 0 46772 Credit card rebate 611600 35001 0 0 35001 15952 0 0 15952 147554 152976726 136755526 20094 14362626 7045700 7045700 2703611 2703611 6197186 6197186 0 0 2048818 263744 1589247 195827 174882 0 174882 0 35987211 32972204 2224892 790115 974226 922837 32927 18462 6514730 5764921 596642 153167 1963950 1715719 198484 49747 0 0 0 0 311316 260075 38614 12627 607335 272654 334681 0 0 0 0 0 65920 65920 416784 365963 50821 0 2095576 1703725 388550 3301 503396 461949 40544 903 2308752 1674451 559207 75094 1391192 1210182 152566 28444 0 0 0 0 4073421 3670402 391650 11369 5212384 5094404 64586 53394 0 0 0 0 209370 202104 6351 915 212231 0 212231 0 0 0 0 0 1213887 0 1213887 0 346975 23635 323340 0 Direct program costs: int'l develop. 36467672 36467672 0 0 Direct program costs: SSA 21376330 21376330 0 0 Direct program costs: EIL 2314861 2314861 0 0 Direct program costs: Grad 26159 26159 0 0 1324382 319739 624663 379980 144088257 133030227 9218765 1839265 2861213 2245644 1044322 1867985 15026373 12279929 900327 338794 0 0 0 0 142566 123758 0 0 5598970 5296253 20502273 16096946 4955252 4405327 7779672 34193186 40095846 14713855 0 0 0 0 554187 652913 78958728 76117644 7618848 8435101 0 0 10679417 8054029 0 0 0 0 0 0 41613 167406 10039297 11604419 173946 172063 28553121 28433018 X 7352367 4698920 11790016 11298966 31263224 31686740 50405607 47684626 78958728 76117644 X 8888469 -10706173 0 0 0 -903277 X 0 1 X 1 1 1 X 0 1 0 1 0 1 0 0 1 1249 0 1 500 1749 0 Schedule C, Part II-B, Line 1 1 d. MAILINGS TO MEMBERS, LEGISLATORS, OR THE PUBLIC: COMMUNITY SIGN-ON LETTERS: 2. WORLD LEARNING JOINED TWO COMMUNITY SIGN-ON LETTERS TO MEMBERS OF CONGRESS FACILITATED 1) BY INTERACTION RELATED TO THE IMPORTANCE OF POVERTY-FOCUSED INTERNATIONAL DEVELOPMENT AND HUMANITARIAN ASSISTANCE AND REQUESTED MAINTAINING FUNDING FOR THE INTERNATIONAL AFFAIRS ACCOUNT, AND 2) BY THE GLOBAL CAMPAIGN FOR EDUCATION - U.S. RELATED TO THE IMPORTANCE OF ONGOING INTERNATIONAL BASIC EDUCATION PROGRAMMING. 1 e. PUBLICATIONS, OR PUBLISHED OR BROADCAST STATEMENTS: 3. WORLD LEARNING ENDORSED THREE PUBLIC STATEMENTS 1) BY THE MODERNIZING FOREIGN ASSISTANCE NETWORK CONGRATULATING THE HONORABLE MARK GREEN ON CONFIRMATION TO BE USAID ADMINISTRATOR, 2) BY THE MODERNIZING FOREIGN ASSISTANCE NETWORK ON GUIDING PRINCIPLES FOR EFFECTIVE U.S. ASSISTANCE, AND 3) BY THE BIG IDEAS FOR WOMEN AND GIRLS COALITION CONGRATULATING MICHELLE BEKKERING ON BECOMING USAID DEPUTY ASSISTANT ADMINISSTRATOR FOR WOMEN'S EMPOWERMENT. 1 g. DIRECT CONTACT WITH LEGISLATORS, THEIR STAFFS, GOVERNMENT OFFICIALS, OR A LEGISLATIVE BODY: 44. WORLD LEARNING HAS PERIODIC DIRECT CONTACT WITH THESE PARTIES IN SUPPORT OF U.S. PROGRAMS RELATED TO INTERNATIONAL EDUCATION, DEVELOPMENT, AND EXCHANGES. LOBBY DAYS: 2. (1 FACILITATED BY THE ALLIANCE FOR INTERNATIONAL EXCHANGE AND 1 FACILITATED BY THE U.S. GLOBAL LEADERSHIP COALITION). WORLD LEARNING'S PARTICIPATION IN THE LOBBY DAY OF THE ALLIANCE FOR INTERNATIONAL EDUCATION CONSISTED OF PRESENTING THE IMPACT/RESULTS OF EDUCATIONAL AND CULTURAL EXCHANGES ON PARTICIPANTS AND HOST COMMUNITIES. MET WITH 18 MEMBERS OF CONGRESS OR THEIR STAFF. WORLD LEARNING'S PARTICIPATION IN THE LOBBY DAY OF THE U.S. GLOBAL LEADERSHIP COALITION CONSISTED OF PRESENTING THE IMPACT/RESULTS OF DEVELOPMENT PROGRAMS OF THE INTERNATIONAL AFFAIRS ACCOUNT. MET WITH 5 MEMBERS OF CONGRESS OR THEIR STAFF. 44714026 178639 3031875 1462682 1127530 0 45334328 41469602 44615 5429238 1153815 1075614 0 44714026 45591487 174932 -2406436 1132526 757855 0 41469602 47219724 383184 265031 1310439 966013 0 45591487 42414619 98146 6724180 1243316 773905 0 47219724 0.12 0.7 0.18 0 0 0 479922 479922 0 8952001 6848153 2103848 0 161005 41874 119131 0 6362236 5191684 1170552 0 4547109 4015235 531874 4405327 Fixed income strategies - non publicly traded 1793238 F Hedge funds 10837424 F Private equity funds 1897203 F Real estate funds 185990 F 14713855 0 PERKINS Federal Contribution 172063 172063 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 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 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 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 and Perkins Loans for eligible SIT Graduate Institute students. 1 Central America and the Caribbean 3 4 Program Services Education 887179 Central America and the Caribbean 0 0 Grantmaking Education 50461 East Asia and the Pacific 2 28 Program Services Civil Society and Governance 1268332 East Asia and the Pacific 0 0 Grantmaking Civil Society and Governance 139140 East Asia and the Pacific 6 9 Program Services Education 3668746 East Asia and the Pacific 0 0 Grantmaking Education 226529 East Asia and the Pacific 0 0 Grantmaking Exchange and Training 37352 Europe (including Iceland and Greenland) 3 9 Program Services Education 5497026 Europe (including Iceland and Greenland) 0 0 Grantmaking Education 353316 Europe (including Iceland and Greenland) 1 15 Program Services Exchange and Training 2725719 Europe (including Iceland and Greenland) 0 0 Grantmaking Exchange and Training 67831 Middle East and North Africa 1 8 Program Services Civil Society and Governance 333054 Middle East and North Africa 0 0 Grantmaking Civil Society and Governance 609935 Middle East and North Africa 4 38 Program Services Education 9818370 Middle East and North Africa 0 0 Grantmaking Education 1797071 Middle East and North Africa 2 24 Program Services Exchange and Training 2756497 Middle East and North Africa 0 0 Grantmaking Exchange and Training 97529 North America (including Canada and Mexico, but not the United States) 0 2 Program Services Civil Society and Governance 474442 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Civil Society and Governance 35008 North America (including Canada and Mexico, but not the United States) 0 0 Program Services Education 48980 North America (including Canada and Mexico, but not the United States) 1 3 Program Services Exchange and Training 291043 North America (including Canada and Mexico, but not the United States) 0 0 Grantmaking Exchange and Training 6505 Russia and the newly independent States 0 0 Grantmaking Exchange and Training 352713 South America 6 15 Program Services Education 6032531 South America 0 0 Grantmaking Education 418480 South America 0 0 Grantmaking Exchange and Training 87514 South Asia 2 143 Program Services Education 3722683 South Asia 0 0 Grantmaking Education 248375 South Asia 1 34 Program Services Exchange and Training 5884081 South Asia 0 0 Grantmaking Exchange and Training 1249628 Sub-Saharan Africa 1 1 Program Services Civil Society and Governance 91137 Sub-Saharan Africa 10 29 Program Services Education 4463153 Sub-Saharan Africa 0 0 Grantmaking Education 379121 Sub-Saharan Africa 0 0 Program Services Exchange and Training 1522454 Sub-Saharan Africa 0 0 Grantmaking Exchange and Training 40678 Sub-Saharan Africa 1 9 Program Services Health 1365657 Central America and the Caribbean 0 0 Investments Investment 9621521 44 371 66669791 Middle East and North Africa Special Programs to aid the needs of survivors 358572 wire transfers 0 n/a n/a Middle East and North Africa Participant Exchanges 1378401 wire transfers 0 n/a n/a Russia and the newly independent States Participant Exchanges 347727 wire transfers 0 n/a n/a South America Youth Ambassadors Program 6034 wire transfers 0 n/a n/a South America Youth Ambassadors Program 6038 wire transfers 0 n/a n/a South Asia Participant Exchanges 103159 wire transfers 0 n/a n/a East Asia and the Pacific Education 139140 wire transfers 0 n/a n/a South Asia Participant Exchanges 397924 wire transfers 0 n/a n/a South Asia Participant Exchanges 639388 wire transfers 0 n/a n/a Middle East and North Africa Participant Exchanges 26987 wire transfers 0 n/a n/a Middle East and North Africa Participant Exchanges 41923 wire transfers 0 n/a n/a Middle East and North Africa Participant Exchanges 23647 wire transfers 0 n/a n/a South Asia Girls Education 49053 wire transfers 0 n/a n/a South Asia Girls Education 49053 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Building Community partnership 11460 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Building Community partnership 8868 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Building Community partnership 35531 wire transfers 0 n/a n/a South Asia Building Community partnership 26644 wire transfers 0 n/a n/a South Asia Building Community partnership 26067 wire transfers 0 n/a n/a North America (including Canada and Mexico, but not the United States) Civil Society Strengthening 35008 wire transfers 0 n/a n/a South America Youth Ambassadors Program 28000 wire transfers 0 n/a n/a South America Youth Ambassadors Program 42020 wire transfers 0 n/a n/a Middle East and North Africa Education 5961 wire transfers 0 n/a n/a Middle East and North Africa Education 21514 wire transfers 0 n/a n/a South Asia Participant Exchanges 47692 wire transfers 0 n/a n/a Middle East and North Africa Education 23011 wire transfers 0 n/a n/a Middle East and North Africa Education 7019 wire transfers 0 n/a n/a Middle East and North Africa Education 25662 wire transfers 0 n/a n/a Middle East and North Africa Education 28012 wire transfers 0 n/a n/a Middle East and North Africa Education 7019 wire transfers 0 n/a n/a Middle East and North Africa Education 11619 wire transfers 0 n/a n/a Middle East and North Africa Education 10834 wire transfers 0 n/a n/a Middle East and North Africa Education 6067 wire transfers 0 n/a n/a Middle East and North Africa Education 10780 wire transfers 0 n/a n/a Middle East and North Africa Education 6044 wire transfers 0 n/a n/a Middle East and North Africa Education 7019 wire transfers 0 n/a n/a Middle East and North Africa Education 9237 wire transfers 0 n/a n/a Middle East and North Africa Education 9560 wire transfers 0 n/a n/a Middle East and North Africa Education 9717 wire transfers 0 n/a n/a Middle East and North Africa Education 9717 wire transfers 0 n/a n/a Middle East and North Africa Education 9560 wire transfers 0 n/a n/a Middle East and North Africa Education 5906 wire transfers 0 n/a n/a Middle East and North Africa Education 5961 wire transfers 0 n/a n/a Middle East and North Africa Education 5906 wire transfers 0 n/a n/a Middle East and North Africa Education 9772 wire transfers 0 n/a n/a Middle East and North Africa Education 5906 wire transfers 0 n/a n/a Middle East and North Africa Education 40012 wire transfers 0 n/a n/a Middle East and North Africa Education 30367 wire transfers 0 n/a n/a 22 26 Scholarships Central America and the Caribbean 20 50461 account credit 0 n/a n/a Scholarships/Small grants East Asia and the Pacific 132 263881 account credit/wire 0 n/a n/a Scholarships/Small grants Europe (including Iceland and Greenland) 126 365288 account credit/wire 0 n/a n/a Scholarships/Small grants Middle East and North Africa 104 327510 account credit/wire 0 n/a n/a Scholarships/Small grants South America 152 423902 account credit/wire 0 n/a n/a Scholarships/Small grants South Asia 64 162094 account credit/wire 0 n/a n/a Scholarships/Small grants Sub-Saharan Africa 160 496961 account credit/wire 0 n/a n/a Small grants Russia and the newly independent States 1 4986 wire 0 n/a n/a Small grants North America (including Canada and Mexico, but not the United States) 1 6505 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. X X X X X X 1 RuffaloCODY Holdings LLC Ruffalo Noel Levitz 1025 Kirkwood Parkway SW Cedar Rapids IA 52404 Fundraising (telemarketing) services 0 49072 64449 -15377 49072 64449 -15377 AK AL AR CA CO CT FL GA HI IL KS KY LA MA MD ME MI MO NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV 1 Dartmouth College Dartmouth College Hanover NH 03755 020222111 501c3 16742 0 N/A N/A Participant Exchanges Souktel Inc 113 Barksdale Professional Center Newark DE 19711 205626219 9932 0 N/A N/A Special Programs to aid the needs of survivors Gulf Coast Diplomacy Council 227 2nd Ave N Saint Petersburg FL 33701 223898121 501c3 33129 0 N/A N/A Participant Exchanges Franklin Institute 222 N 20th St Philadelphia PA 19103 231370501 501c3 39748 0 N/A N/A Participant Exchanges International house of metrolina 322 HAWTHORNE LN CHARLOTTE NC 28204 260510072 501c3 10325 0 N/A N/A Participant Exchanges The 21st Century Partnership for STEM Education 101 West Elm Street Suite 350 Conshohocken PA 19428 261164919 501c3 76637 0 N/A N/A Participant Exchanges Cleveland Council on World Affairs 812 Huron Rd E 650 Cleveland OH 44115 340720549 501c3 23148 0 N/A N/A Participant Exchanges Indiana University 400 E 7th St Poplars Rm 501 Bloomington IN 47405 356001673 501c3 97483 0 N/A N/A Participant Exchanges Montana Center for International Visitors PO Box 5114 Bozeman MT 59717 363558751 501c3 14623 0 N/A N/A Participant Exchanges World Chicago 78 East Washington 2nd Floor Chicago IL 60602 363801521 501c3 43836 0 N/A N/A Participant Exchanges Teaching Institute for Excellence in STEM 10900 Eucilid Avenue Cleveland OH 44106 371531888 501c3 17977 0 N/A N/A Participant Exchanges Global Ties Detroit 111 E Kirby St 2nd Floor Detroit MI 48202 381981715 501c3 72743 0 N/A N/A Participant Exchanges University of Minnesota University of Minnesota Minneapolis MN 55455 416007513 Gov't 137103 0 N/A N/A Participant Exchanges Global Ties KC 30 West Pershing Road Suite 405 Kansas City MO 64108 431727811 501c3 33228 0 N/A N/A legislative fellows WorldDenver PO Box 40396 Denver CO 80204 454346778 501c3 29360 0 N/A N/A Participant Exchanges Management System International Inc 200 12th Street South Suite 1200 Arlington VA 22202 521215041 501c3 1103777 0 N/A N/A Participant Exchanges World Trade Center Institute 401 East Pratt Street Baltimore MD 21202 521591820 501c3 58235 0 N/A N/A Youth Program AMIDEAST 1730 M Street NW Ste 1100 Washington DC 20036 530243270 501c3 889391 0 N/A N/A Participant Exchanges University of virginia PO Box 400807 Charlottesville VA 22904 540485595 Gov't 143168 0 N/A N/A Participant Exchanges Handicap International 6930 Carroll Avenue Suite 240 Takoma Park MD 20912 550914744 501c3 474854 0 N/A N/A Special Programs to aid the needs of survivors International Focus Inc 3700 National Dr 214 Raleigh NC 27612 561597928 501c3 24610 0 N/A N/A Participant Exchanges Morehouse College 830 Westview Drive SW Atlanta GA 30314 580566205 501c3 55104 0 N/A N/A Participant Exchanges World Affairs Council of Kentucky & Southern Indiana Indiana 200 West Broadway St Suite 607 Louisville KY 40202 611078276 501c3 44350 0 N/A N/A Participant Exchanges IBI International 2101 Wilson Blvd Arlington VA 22201 760496363 37014 0 N/A N/A Participant Exchanges Arizona State University 1711 S Rural Rd Tempe AZ 85281 860196696 Gov't 175184 0 N/A N/A Participant Exchanges World affairs Council of Seattle 2200 Alaskan Way Suite 450 Seattle WA 98121 910586924 501c3 30845 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 10613 0 N/A N/A Youth Program World Affairs Council of Oregon 1200 SW Park Ave 3rd Floor Portland OR 97205 930568356 501c3 63104 0 N/A N/A Participant Exchanges Nothern Nevada international Center 821 N Center St Reno NV 89501 942796785 501c3 11964 0 N/A N/A Participant Exchanges Tulsa Global Alliance 800 South Tucker Drive Tulsa OK 74104 953018799 501c3 74558 0 N/A N/A Participant Exchanges UCP Wheel for Humanity 12750 Raymer Street Unit 4 North Hollywood CA 91605 954581144 501c3 284236 0 N/A N/A Special Programs to aid the needs of survivors International Center of Worcester Inc 81 Hope Ave Worcester MA 01603 042375529 501c3 43000 0 N/A N/A Participant Exchanges San Diego Diplomacy Council 3604 30th St San Diego CA 92104 953477071 501c3 13700 0 N/A N/A Participant Exchanges Rochester Global Connections 575 Mt Hope Ave Rochester NY 14620 160877289 501c3 7078 0 N/A N/A Participant Exchanges International Republican Institute 1225 I St NW No 800 Washington DC 20005 521340267 501c3 630172 0 N/A N/A Participant Exchanges Cooperative for Assistance and Relief Everywhere Inc 151 Ellis Street NE Atlanta GA 30303 131685039 501c3 63852 0 N/A N/A Girls Education University of Pittsburgh of the Commonwealth System of Higher Education 116 Atwood St Suite 201 Pittsburgh PA 15260 250965591 Gov't 330382 0 N/A N/A Participant Exchanges Global One To One 700 Lomas NE Suite 204 Albuquerque NM 87107 743220465 501c3 21681 0 N/A N/A Participant Exchanges Global Ties Akron 6595 Manchester Road New Franklin OH 44216 341433786 501c3 16283 0 N/A N/A Participant Exchanges Gallaudet University 800 Florida Avenue NE Washington DC 20002 530199507 501c3 16627 0 N/A N/A Participant Exchanges Coastal Heritage Alliance 129 Miles Ave PO Box 313 St Michaels MD 21663 562421814 501c3 16000 0 N/A N/A Participant Exchanges Smithsonian Institution 1000 Jefferson Drive SW Washington DC 20560 530206027 501c3 20000 0 N/A N/A Participant Exchanges Avenue 50 Studio Inc 131 North Avenue 50 Los Angeles CA 90042 542088575 30691 0 N/A N/A Participant Exchanges International Visitors Council of Philadelphia 1515 Arch Street 12th Floor Philadelphia PA 19102 231489115 501c3 55008 0 N/A N/A Participant Exchanges International Affairs Council PO Box 28124 Raleigh NC 27609 510175681 501c3 57632 0 N/A N/A Participant Exchanges Iowa Resource for International Service 2521 University Boulevard Suite 123 Ames IA 50014 421394408 501c3 67062 0 N/A N/A Participant Exchanges Global Ties Detroit 440 Burroughs Street Suite 337 Detroit MI 48202 381981716 501c3 64574 0 N/A N/A Participant Exchanges Colleagues International 555 West Crosstown Parkway 203 Kalamazoo MI 49008 383051840 501c3 18644 0 N/A N/A legislative fellows Greater Cincinnati World Affairs Council Northern Kentucky university NH 311 Highland Heights KY 41099 270660682 501c3 9800 0 N/A N/A Participant Exchanges University of Arkansas 1 University of Arkansas Fayetteville AR 72701 716003252 Gov't 88061 0 N/A N/A Participant Exchanges University of Montana 32 Campus Drive Missoula MT 59812 816001713 Gov't 58702 0 N/A N/A Participant Exchanges Washington State University 240 French Administration Building PO Box 641025 Pullman WA 99164 916001108 Gov't 76043 0 N/A N/A Participant Exchanges University of Massachusetts 333 South St Suite 450 Shrewsbury MA 01545 043167352 Gov't 114275 0 N/A N/A Participant Exchanges Georgetown University 3700 O St NW Washington DC 20057 530196603 501c3 537658 0 N/A N/A Participant Exchanges Amigos de las Americas 1800 West Loop South Suite 1325 Houston TX 77055 741547146 501c3 538035 0 N/A N/A Participant Exchanges State University of New York 101 Broad Street Plattsburgh NY 12901 146013200 Gov't 12221 0 N/A N/A Participant Exchanges 53 3 Scholarships and aid - SIT Graduate Institute; Awards funded by temporarily restricted and endowed gifts of WL. 94 366737 0 n/a n/a Scholarships and aid -Experiment in International Living; Awards funded by temporarily restricted and endowed gifts of WL 409 1089999 0 n/a n/a Scholarships and aid -International Honor Program; Awards funded by temporarily restricted and endowed gifts of WL 21 62994 0 n/a n/a Small grants for individuals to participate in new program initiatives. 26 128630 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. 319 1055251 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 1 1 X X X 1 0 0 0 0 0 0 1 0 Donald K Steinberg President and CEO [through 11/2017] 308000 0 0 0 2102 0 15400 0 0 0 325502 0 0 0 Konstantin Lomidze SVP Finance, CFAO 267404 0 0 0 287 0 13859 0 23034 0 304584 0 0 0 Sophia Howlett President, SIT 223608 0 0 0 5025 0 10576 0 16495 0 255704 0 0 0 Carol Jenkins President and CEO 228811 0 0 0 674 0 11619 0 10869 0 251973 0 0 0 Kevin P Carew Chief Of Party 217631 0 0 0 0 0 8276 0 25107 0 251014 0 0 Carl T Hammerdorfer Chief Of Party 199464 0 0 0 23028 0 10116 0 11529 0 244137 0 0 0 Lisa Rae SVP of Legal Affairs and General Counsel 185563 0 0 0 400 0 5143 0 26145 0 217251 0 0 0 Nadya Karim-Shaw Country Representative 159571 0 6969 0 26504 0 8359 0 10925 0 212328 0 0 0 Rachel Henry Vice President, Operations [through 06/2017] 93718 0 0 0 90729 0 4894 0 17164 0 206505 0 0 0 James A Morehouse VP, Advancement & Innovation 169024 0 0 0 251 0 0 0 26145 0 195420 0 0 0 Bethaney M Laclair VP, Internal Affairs & Corporate Secretary 143981 0 0 0 185 0 7742 0 29708 0 181616 0 0 0 Thomas P Navin VP, Philanthropy & Alumni Engagement [through 05/2018] 156685 0 0 0 346 0 7836 0 16544 0 181411 0 0 0 Mohamed H Attalla Chief Of Party 146253 0 0 0 969 0 7118 0 24852 0 179192 0 0 0 Kimberly M Abbott Vice President, Marketing and Communications 163605 0 0 0 358 0 8180 0 0 0 172143 0 0 0 Paul Dery Former Acting CFO 145135 0 0 0 215 0 7417 0 10515 0 163282 0 0 0 Schedule J, Part I, Line 1a World Learning pays housing allowance for some expatriates. In calendar year 2017, World Learning paid housing allowance to Carl Hammerdorfer and Nadya Karim-Shaw who had been working in field offices as expatriates. The allowance is reported as taxable income on Schedule J, Part II, column B(iii). Schedule J, Part I, Line 4 Severance payments of $90,632 have been made to Rachel Henry during calendar year 2017. 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 CFO. X 19 194840 Market Price 0 1 0 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 organization's final Form 990 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 Losses from forward currency contracts and other foreign currency transactions: -$896,792; Annuity Adjustment loss: - $6,485 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 World Learning Cyprus Ltd 41 Vyzantiou Str Apt 2 Nicosia CY 2064 Cross cultural training CY 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 School for International Training SIT Toulouse C/O Institut Catholique 31 rue de la Fonderie Toulouse FR 31 000 Cross cultural training FR 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 1448425 763091 0.9997 1 World Learning do Brasil Intercambrio Educational Ltda Av Dr Freitas 1624 Pedreira Belem PA BR 66087-810 Cross cultural training BR World Learning Inc C 1319704 151104 0.9999 1 World Learning Australia Pty Ltd 20 Albert Street Blackburn Victoria AS 3130 Cross cultural training AS World Learning Inc C 910886 299094 1 1 World Learning SC Callejon del Carmen 101 Colonia Centro Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 267869 27048 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 1083296 62963 1 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 S 189336 111269 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 0 1 0 0 1 0 0 0 Fundacion World Learning (Argentina) p 1964526 Actual expense reimbursement Centro del Programma Educational SIT (Panama) p 345384 Actual expense reimbursement World Learning Samoa Charitable Trust p 145843 Actual expense reimbursement Association of World Learning in Switzerland p 2392752 Actual expense reimbursement World Learning Inc (Zanzibar) p 237632 Actual expense reimbursement World Learning India Private LTD p 1512358 Actual expense reimbursement World Learning do Brasil Intercambrio Educational Ltda p 895157 Actual expense reimbursement World Learning Australia Pty Ltd p 974700 Actual expense reimbursement World Learning SC p 506500 Actual expense reimbursement The School for International Training (S Africa) p 996959 Actual expense reimbursement World Learning Europe CIC p 223300 Actual expense reimbursement