2018-08-13T15:23:27-05:00 2018-03-31 202257536 HOWARD LLP 8350 MEADOW ROAD SUITE 286 DALLAS TX 75231 990 2017-04-01 750855628 WORLD AFFAIRS COUNCIL OF DALLAS/FORT WORTH WORL 2149658400 325 N ST PAUL STREET NO 4200 DALLAS TX 75201 JAMES N FALK CEO & PRESIDENT 2149658400 2018-07-31 1 PAUL D KNUTSON P00542807 2143460750 2017 2022-09-23 18:48:47Z JAMES N FALK 325 N ST PAUL STREET NO 4200 DALLAS TX 75201 2945126 0 X WWW.DFWWORLD.ORG X 1951 TX PROMOTING INTERNATIONAL UNDERSTANDING THROUGH SEMINARS AND EDUCATIONAL PROGRAMS. 57 56 20 56 1814 814 489020 2442824 62088 226414 24570 13322 -5479 -61032 570199 2621528 0 0 0 0 564944 1448516 0 0 244757 294314 835176 859258 2283692 -289059 337836 1125170 1443616 327539 299183 797631 1144433 X SINCE ITS FOUNDING IN 1951, THE MISSION OF THE WORLD AFFAIRS COUNCIL OF DALLAS/FORT WORTH HAS BEEN TO PROVIDE RELEVANT INFORMATION ABOUT GLOBAL ISSUES, CHALLENGES AND OPPORTUNITIES WHILE ESTABLISHING NORTH TEXAS AS A CENTER FOR INTERNATIONAL INTERESTS AND BUSINESS. 0 0 920537 141076 PUBLIC SPEAKER PROGRAMSTHE WORLD AFFAIRS COUNCIL PRESENTS PUBLIC PROGRAMS AND EVENTS TO SUPPORT OUR MISSION OF CONNECTING NORTH TEXAS WITH THE WORLD. IN FY 2017-18, THE COUNCIL PRESENTED 105 PROGRAMS TO OUR 4,000 MEMBERS. NOTABLE SERIES FOR THE YEAR INCLUDED BREACH OF TRUST: CRIME AND CORRUPTION; WOMEN OF STRENGTH: JEWISH FEMALE HERITAGE; FUTURE OF WAR; AND OUR ANNUAL INTERNATIONAL PERSPECTIVE SERIES. OTHER SIGNIFICANT PROGRAMS FEATURED WALTER ISAACSON, DAVID IGNATIUS, AND FORMER CHIEF OF BRITAIN'S MI6 SIR RICHARD DEARLOVE. WE PARTNERED WITH CBS RADIO, PARISH EPISCOPAL SCHOOL, AND INTERABANG BOOKS TO PRESENT FREE AND REDUCED-PRICE PROGRAMS AROUND DALLAS, AND WE HELD FOUR PROGRAMS IN FORT WORTH AND FIVE IN COLLIN COUNTY. THE COUNCIL HONORED DALLAS MAVERICKS BASKETBALL STAR DIRK NOWITZKI WITH THE 34TH ANNUAL H. NEIL MALLON AWARD. 188721 2170 INTERNATIONAL EDUCATION PROGRAMSOUR ROBUST GLOBAL YOUNG LEADERS PROGRAM ("GYL") PROVIDES SUPPLEMENTARY EDUCATIONAL PROGRAMS TO STUDENTS BOTH INSIDE AND OUTSIDE THE CLASSROOM ON TOPICS SUCH AS CIVICS, PUBLIC POLICY, INTERNATIONAL AFFIARS, AND HISTORY. ADDITIONALLY, GYL PROVIDES RESOURCES TO TEACHERS TO ENHANCE THEIR OWN CURRICULA. WE HAVE 70 JUNIOR WORLD AFFAIRS COUNCIL CLUBS ACTIVE IN LOCAL SCHOOLS (PUBLIC, PRIVATE AND CHARTER) AND BROUGHT 25 EXPERTS AND LEADERS TO SCHOOLS AS SPEAKERS. OVER 4,000 STUDENTS AND 350 TEACHERS ATTENDED COUNCIL PUBLIC PROGRAMS FREE OF CHARGE. IN NEARLY ALL CASES, THE STUDENTS AND TEACHERS ARE GIVEN THE CHANCE TO VISIT WITH THE SPEAKER AND ASK QUESTIONS. 449980 425 INTERNATIONAL SERVICESTHE INTERNATIONAL VISITOR LEADERSHIP PROGRAM GIVES CURRENT AND EMERGING LEADERS FROM OTHER COUNTRIES THE OPPORTUNITY TO ENGAGE WITH THEIR AMERICAN COUNTERPARTS. WORKING WITH THE DEPARTMENT OF STATE, THE COUNCIL HOSTED 282 VISITING DELEGATES REPRESENTING 88 DIFFERENT COUNTRIES. THESE DELEGATIONS MET WITH LOCAL DFW COMPANIES WHERE THEY WERE ABLE TO MAKE CONNECTIONS WITH AMERICAN EXPERTS IN THEIR RESPECTIVE FIELDS OF INTEREST. THE COUNCIL ALSO MAINTAINS CONTRACTS WITH THE CITY OF DALLAS AND THE TOWN OF ADDISON, THROUGH WHICH WE PROVIDE PROTOCOL SERVICES. OUR DALLAS OFFICE OF PROTOCOL & DIPLOMATIC SERVICES PLANNED AND SUPPORTED TWO FOREIGN TRADE MISSIONS - KOREA AND CANADA - AND WELCOMED 39 FOREIGN DELEGATIONS TO DALLAS CITY HALL. 75230 82743 75230 82743 1634468 1 1 0 0 0 0 0 0 0 1 1 0 1 0 0 0 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 20 0 1 1 0 0 0 0 1 1 0 0 X 57 56 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X SALLY PIETSCH 2149658400 325 N ST PAUL STREET SUITE 4200 DALLAS TX 75201 JOCELYN ANSLEY DIRECTOR 1.00 X 0 0 0 MARK BAYER DIRECTOR 1.00 X 0 0 0 SUMNER BILLINGSLEY DIRECTOR 1.00 X 0 0 0 SANO BLOCKER DIRECTOR 1.00 X 0 0 0 TALMAGE BOSTON DIRECTOR 1.00 X 0 0 0 ANNIKA CAIL DIRECTOR 1.00 X 0 0 0 MICHAEL CAPPS DIRECTOR 1.00 X 0 0 0 LINDA CHRISTIE DIRECTOR 1.00 X 0 0 0 J COLEY CLARK DIRECTOR 1.00 X 0 0 0 MICHAEL DEE DIRECTOR 1.00 X 0 0 0 NAIARA DE LEON GAMBOA DIRECTOR 1.00 X 0 0 0 JAN DE MEULDER DIRECTOR 1.00 X 0 0 0 STEVEN DURHAM DIRECTOR 1.00 X 0 0 0 Y JAN FAN DIRECTOR 1.00 X 0 0 0 BARRY FRENCH DIRECTOR 1.00 X 0 0 0 JULIE GOODMAN DIRECTOR 1.00 X 0 0 0 ABE HADDAD DIRECTOR 1.00 X 0 0 0 ROBERT T HASTINGS DIRECTOR 1.00 X 0 0 0 F AARON HENRY DIRECTOR 1.00 X 0 0 0 JAMES F HOLLIFIELD PH D DIRECTOR 1.00 X 0 0 0 SAMINA HOODA DIRECTOR 1.00 X 0 0 0 CHRIS HUGHES DIRECTOR 1.00 X 0 0 0 DAVID M JACOBS DIRECTOR 1.00 X 0 0 0 ANURAG JAIN DIRECTOR 1.00 X 0 0 0 KEVIN JONES DIRECTOR 1.00 X 0 0 0 YON YOON JORDEN DIRECTOR 1.00 X 0 0 0 RANDOL JUSTICE DIRECTOR 1.00 X 0 0 0 YASER KHALAF DIRECTOR 1.00 X 0 0 0 TIM KRAUSE DIRECTOR 1.00 X 0 0 0 THE HONORABLE THOMAS LEPPERT DIRECTOR 1.00 X 0 0 0 PETER LOH DIRECTOR 1.00 X 0 0 0 HUMBERTO MAESE DIRECTOR 1.00 X 0 0 0 REG MANHAS DIRECTOR 1.00 X 0 0 0 JOSEPH A MCKINNEY PHD DIRECTOR 1.00 X 0 0 0 DIANE SEAY MCNULTY PHD DIRECTOR 1.00 X 0 0 0 TRACY MERZI DIRECTOR 1.00 X 0 0 0 DAVID MILAN DIRECTOR 1.00 X 0 0 0 JAN MILLER RICH DIRECTOR 1.00 X 0 0 0 KEVIN MURPHY DIRECTOR 1.00 X 0 0 0 ABIDALI NEEMUCHWALA DIRECTOR 1.00 X 0 0 0 GEOFFREY NEWTON DIRECTOR 1.00 X 0 0 0 HON JEANNE L PHILLIPS DIRECTOR 1.00 X 0 0 0 TIMOTHY E POWERS DIRECTOR 1.00 X 0 0 0 KRISTAN H ROBINSON DIRECTOR 1.00 X 0 0 0 LINDA SHAFFER DIRECTOR 1.00 X 0 0 0 MARVIN B SINGLETON DIRECTOR 1.00 X 0 0 0 WILLIAM TSAO DIRECTOR 1.00 X 0 0 0 DEBRA VON STORCH DIRECTOR 1.00 X 0 0 0 KIRK TESKE DIRECTOR 1.00 X 0 0 0 PETER WAHBY DIRECTOR 1.00 X 0 0 0 ROBERT A WIRICK DIRECTOR 1.00 X 0 0 0 MARJORIE A ADAMS CHAIRMAN 4.00 X 0 0 0 DARCY ANDERSON VICE CHAIR 2.00 X 0 0 0 AMBASSADOR ROBERT W JORDAN VICE CHAIR 2.00 X 0 0 0 DAVID MEYER TREASURER 2.00 X 0 0 0 JAMES N FALK PRESIDENT & CEO 40.00 X 205218 0 51332 WESTON C LOEGERING SECRETARY 2.00 X 0 0 0 ELIZABETH HUDDLESTON EXECUTIVE VICE PRESIDENT 40.00 X 104127 0 21011 309345 0 72343 2 0 1 0 0 327656 773152 337877 1004139 9025 2442824 PUBLIC SPEAKING PROGRA 611710 141076 141076 OTHER PROGRAM SERVICE 611710 82743 82743 INTERNATIONAL EDUCATIO 611710 2170 2170 INTERNATIONAL SERVICE 611710 425 425 226414 14008 14008 64520 65206 -686 -686 -686 187693 773152 256164 -68471 -68471 4042 2228 1814 1814 REIMBURSED EXPENSES 900099 5625 5625 5625 2621528 231353 1814 -54463 257354 166428 26921 64005 930176 644116 172367 113693 38777 25930 8078 4769 140494 95923 32535 12036 81715 54707 15595 11413 22381 22381 3081 3081 5575 5575 13422 12221 1201 68872 27649 35405 5818 126281 88107 28735 9439 111719 72191 23816 15712 13654 10619 2518 517 383585 379438 3773 374 415 415 33846 25314 5113 3419 5120 1541 3309 270 GIFTS & HOSPITALITY 22756 19855 1881 1020 DUES & SUBSCRIPTIONS 11269 2954 7624 691 GROUND TRANSPORTATION & 6785 6136 541 108 MISCELLANEOUS 6415 1339 4804 272 2283692 1634468 404467 244757 183841 158615 132404 105513 222097 542964 7432 11972 73531 88357 661918 593294 102469 68624 69134 62896 334262 404675 1125170 1443616 154986 151118 172553 148065 327539 299183 X 277194 244642 176758 458612 343679 441179 797631 1144433 1125170 1443616 337836 8966 0 X X 0 1 X 1 0 X 2041136 2149872 2047073 489020 2442824 9169925 2041136 2149872 2047073 489020 2442824 9169925 397243 8772682 1378 500 3229 24570 78528 108205 332 1814 2146 18891 20783 5625 45299 9325575 2143567 0.94070 0.98560 X PART II, SHORT YEAR EXPLANATION: THE ORGANIZATION'S FIRST PRIOR PERIOD WAS A SHORT YEAR. THE ORGANIZATION CHANGED THEIR YEAR END FROM 11/30 TO 3/31 DURING THE 2016 FISCAL YEAR, PURSUANT TO THE AUTOMATIC CHANGE PROCEDURE UNDER REV. PROC. 85-58. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 343679 97500 441179 333454 10225 343679 332954 500 333454 322954 10000 332954 322954 322954 1.00000 0 0 275093 215489 59604 341503 332483 9020 45322 45322 0 68624 TEXAS CAPITAL BANK: PORTFOLIO 404675 F 404675 2839292 8966 211879 220845 2618447 3081 3081 2621528 2492491 211879 1 211880 2280611 3081 3081 2283692 PART V, LINE 4: A PERMANENT ENDOWMENT FUND IS A SIGNIFICANT FOUNDATION FOR STRENGTHENING OUR ABILITY TO BRING THE WORLD TO NORTH TEXAS STUDENTS AND EDUCATORS. OUR INTERNATIONAL EDUCATION PROGRAM REACHES ONTO CAMPUSES AND EXPANDS THE CLASSROOM WALLS, PROVIDING THE OPPORTUNITY FOR YOUNG PEOPLE AND THEIR TEACHERS TO SEE, HEAR AND MEET SOME OF THE WORLD'S MOST DISTINGUISHED, KNOWLEDGEABLE LEADERS, BUSINESS GIANTS, AUTHORS AND DIPLOMATS. MANY STUDENTS WHO ATTEND WORLD AFFAIRS COUNCIL EVENTS ARE TAKING THEIR FIRST STEPS INTO A WORLD OFF CAMPUS AND WE WORK TO MAKE THOSE STEPS STEADY WITH A FIRM AND ACCURATE INTRODUCTION TO THE CONCEPT OF GLOBAL/LOCAL RELATIONSHIPS. OUR ANNUAL REACH IS INTO THE CLASSROOMS OF THOUSANDS OF NORTH TEXAS STUDENTS AND TEACHERS, MORE THAN A MILLION (AND GROWING) SINCE ESTABLISHING THE GLOBAL YOUNG LEADERS PROGRAM, PREVIOUSLY KNOWN AS THE IEP, IN 2004. MALLON EVENT 891525 717272 174253 34410 127819 23424 45435 IEY EVENT 69320 55880 13440 2892 12583 1293 8308 960845 773152 187693 37302 140402 24717 53743 256164 -68471 X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 JAMES N FALK PRESIDENT & CEO 205218 0 0 0 0 0 0 0 51332 0 256550 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS REVIEWED BY THE AUDIT COMMITTEE PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS MUST ANNUALLY CERTIFY THAT THERE ARE NO CONFLICTS AND THAT THE BOARD WILL BE NOTIFIED IF THERE ARE CHANGES IN STATUS. THE GOVERNANCE COMMITTEE REVIEWS AND DOCUMENTS ITS POLICIES WHEN CIRCUMSTANCES REQUIRE IT. FORM 990, PART VI, SECTION B, LINE 15A THE EXECUTIVE COMMITTEE REVIEWS THE CEO'S COMPENSATION ANNUALLY. COMPARISON AND EVALUATION OF HIS SALARY ARE MADE WITH BOTH PEER ORGANIZATIONS IN NORTH TEXAS AS WELL AS WITH OTHER WORLD AFFAIRS COUNCILS IN THE UNITED STATES. THE CEO'S PERFORMANCE IS REVIEWED ANNUALLY AND MEASURED WITH WRITTEN OBJECTIVES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT-OF-INTEREST POLICY AND FORM 990 ARE AVAILABLE TO THE PUBLIC ON ITS WEBSITE, OTHERS' WEBSITES AND UPON REQUEST. FORM 990, PART XI, LINE 2C: THE AUDIT COMMITTEE SELECTS THE AUDITOR EACH YEAR. THERE IS AN INITIAL DISCUSSION WITH THE AUDITOR AND AUDIT WRAP-UP MEETING TO DISCUSS THE RESULTS.