2016-05-05T19:18:40-05:00 2015-06-30 KPMG LLP 55 Second Street 1400 San Francisco CA 94105 990 2014-07-01 200049703 Wikimedia Foundation Inc % JAIME VILLAGOMEZ WIKI 4158396885 149 New Montgomery 6th Floor San Francisco CA 94105 Jaime Villagomez Chief Financial Officer 4083675764 2016-05-03 true Valerie J Ball P00178114 4159635100 2016-05-05 2014 2016-08-17 19:52:53Z Jaime Villagomez 149 New Montgomery 6th Floor San Francisco CA 94105 98802234 false X www.wikimediafoundation.org X 2003 FL WIKIMEDIA FDN SUPPORTS WIKIPEDIA, ITS SISTER PROJECTS, AND THE WIKIMEDIA COMMUNITY TO HELP THE WORLD SHARE IN FREE KNOWLEDGE. 10 10 192 80000 17611 0 52647756 77451505 64959 78112 270144 586634 7632 10834 52990491 78127085 5704791 4614390 0 0 19979908 26125610 112449 246510 5658408 19243243 21465616 45040391 52452126 7950100 25674959 60560774 82753985 7085753 4933687 53475021 77820298 X THE MISSION OF THE WIKIMEDIA FOUNDATION IS TO EMPOWER AND ENGAGE PEOPLE AROUND THE WORLD TO COLLECT AND DEVELOP EDUCATIONAL CONTENT UNDER A FREE LICENSE OR IN THE PUBLIC DOMAIN AND TO DISSEMINATE IT EFFECTIVELY AND GLOBALLY. IN COLLABORATION WITH A NETWORK OF CHAPTERS AND AFFILIATED ENTITIES, THE FOUNDATION PROVIDES THE ESSENTIAL INFRASTRUCTURE AND AN ORGANIZATIONAL FRAMEWORK FOR THE SUPPORT AND DEVELOPMENT OF MULTILINGUAL WIKI PROJECTS AND OTHER ENDEAVORS WHICH SERVE THIS MISSION. THE FOUNDATION WILL MAKE AND KEEP USEFUL INFORMATION FROM ITS PROJECTS AVAILABLE ON THE INTERNET FREE OF CHARGE, IN PERPETUITY. false false 24109608 0 78112 Our core functions include support for Wikipedia.org and the other Wikimedia websites, which together are one of the world's most popular web properties, and the world's largest collaborative free knowledge project. The Wikimedia Foundation provides the servers and electricity needed to keep the websites running, along with dedicated technical resources to build, improve, and maintain the technical infrastructure of Wikimedia projects. These ongoing engineering efforts and product improvements require research and design work, as well as legal support. All of this allows for the best experience for our readers and volunteer community, ensuring users continue to access, contribute to and grow the world's largest online free knowledge resource. 12978930 4614390 The Wikimedia Foundation Grantmaking and Program Development department focuses on growing Wikimedia in various regions around the world and expanding diversity within the contributor base. These programs and efforts directly support contributors through grants for projects, programs, and campaigns by individuals and organizations. Grantmaking and Program Development team also strives to further the missions of Wikimedia, such as open access and education, through programs like our global education program, as well through worldwide program evaluation, research, and global communications. Because openness and inclusivity are key to the success of the Wikimedia projects, Grantmaking and Program development aim to broaden the diversity of voices and expand the reach of our projects to diverse individuals and groups around the world. 37088538 true true false true false false false false false false true false false false true true true false false true true true true true false false false true true true false false false false false false false false true false false false false false false false false true X 64 0 true 192 true true true true FR UK false false false false false false false false X 10 10 false false false false false true false true true false false true true true true true false true false false AL AK AR CA CT FL GA HI IL KS KY LA MD MA MI MN MS MO NH NJ NM NY NC OK OR PA RI SC TN UT VA WV WI X X JAIME VILLAGOMEZ 4158396885 149 NEW MONTGOMERY6TH FLOOR san francisco CA 94105 jimmy wales founder 10.0 0.0 X 0 0 0 jan-bart de vreede chair 10.0 0.0 X X 0 0 0 stu west trustee 10.0 0.0 X 0 0 0 maria sefidari trustee 10.0 0.0 X 0 0 0 Guy Kawasaki trustee 10.0 0.0 X 0 0 0 alice wiegand trustee 10.0 0.0 X 0 0 0 samuel klein trustee 10.0 0.0 X 0 0 0 patricio lorente vice chair 10.0 0.0 X X 0 0 0 Phoebe Ayers trustee 10.0 0.0 X 0 0 0 Frieda Brioschi Trustee 10.0 0.0 X 0 0 0 Garfield Byrd Treasurer and CFA 40.0 0.0 X 177154 0 26467 Geoff Brigham Secretary and General Counsel 40.0 0.0 X 228114 0 22265 Lila Tretikov Executive Director 40.0 0.0 X 308149 0 18213 Erik Moeller VP of Product 40.0 0.0 X 192140 0 8316 Sue Gardner Special Advisor 40.0 0.0 X 301341 0 18716 Gayle Young Chief Talent & Culture Officer 40.0 0.0 X 183486 0 15628 Robert Lanphier Director of Engineering 40.0 0.0 X 153469 0 28093 Anthony Negrin Director of Engineering 40.0 0.0 X 153699 0 19513 Luis Villa Sr. dir. community engagement 40.0 0.0 X 152202 0 14393 1849754 0 171604 69 false true false Jones Day 555 California Street 26th Floor SAN FRANCISCO CA 94104 Legal Services 1742916 Full Circle Group 5671 S Redwood Road Suite 20 SALT LAKE CITY UT 84123 Strategy Design 188213 Cooley LLP 101 California 5th Floor SAN FRANCISCO CA 94111 Legal Services 157284 Cyrus One PO Box 122496 DALLAS TX 75312 Data Center 160355 365 Services LLC 25 Lusk Street SAN FRANCISCO CA 94107 Web Hosting Services 201014 12 77451505 379522 77451505 LICENSING REVENUE 518210 30 30 WIKIMANIA CONFERENCE 518210 78082 78082 78112 681042 681042 0 0 268970 278674 -9704 0 -9704 -9704 20279090 20373498 -94408 -94408 -94408 0 0 40588 22977 17611 17611 MISCELLANEOUS REVENUE 900099 2927 2927 2927 78127085 78112 17611 579857 110213 110213 195438 195438 4308739 4308739 0 1371234 887413 457012 26809 0 20333967 16314814 2476556 1542597 552460 391784 113998 46678 2502468 1816315 504187 181966 1365481 1007583 256019 101879 0 2620751 1675212 825815 119724 116784 116784 0 246510 246510 0 4666295 2335484 1706954 623857 50478 49923 555 525840 155157 330612 40071 2395695 2234890 160805 0 1047372 749723 206044 91605 672987 514441 98292 60254 0 2160941 1961966 170733 28242 0 0 2656103 2050930 605173 482585 482585 DONATIONS PROCESSING FEES 2484765 2484765 STAFF DEVELOPMENT/ENRICHMENT 874762 116846 747956 9960 RECRUITING 275164 275164 VOLUNTEER DEVELOPMENT 89836 89836 345258 121831 169936 53491 52452126 37088538 9705180 5658408 X 9172030 19215059 18707950 17473879 3766769 2203725 0 0 0 0 0 0 0 0 84398 57174 1294779 1265790 15220840 10131765 4053326 5089075 20965679 36774647 2294967 0 0 0 0 0 220876 674636 60560774 82753985 5605935 4691017 0 0 17564 7276 0 0 0 0 0 0 0 0 0 0 1462254 235394 7085753 4933687 X 49825252 71764845 3649769 6055453 0 0 53475021 77820298 60560774 82753985 X 25674959 -160535 -1169147 X false true X true false X 26440538 38990502 45272234 52647756 77451505 240802535 0 0 26440538 38990502 45272234 52647756 77451505 240802535 1653665 239148870 47416 50814 340082 1093303 950012 2481627 3722 23933 13444 17611 58710 -120376 -56379 19900 914 2927 -153014 243189858 1988278 0.98338 0.95823 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 1000000 0 0 0 1000000 1500000 98953 0 0 0 98953 250000 0 0 0 250000 375000 98953 0 0 0 98953 621640 126819 494821 14599200 10004946 4594254 5089075 0 STRAIGHT LINE RENT EXPENSE ADJ 198596 OTHER LIABILITIES 36798 235394 X 78202907 -160535 235570 278674 353709 77849198 277887 277887 78127085 52596782 235570 278674 514244 52082538 369588 369588 52452126 Schedule D, Part XI, Line 2d Reclassed Rental Expenses $278,674 Schedule D, Part XI, Line 4b Revenue reclassed from expenses $277,887 Schedule D, Part XII, Line 2d Reclassed Rental Expenses $278,674 Schedule D, Part XII, Lince 4b Return of Unused Grant $ 91,701 Expenses reclassed from Revenue $277,887 ============== Total Schedule D, Part XII, Line 4b $369,588 Schedule D, Part X, Line 2 ASC 740, Income Taxes The Foundation has evaluated the financial statement impact of positions taken or expected to be taken in its tax returns. Management has determined that no tax liabilities need be recorded under applicable accounting guidance. true East Asia and the Pacific 2 Program Services SUPPORT WIKIPEDIA 144571 Europe (Including Iceland and Greenland) 33 Program Services SUPPORT WIKIPEDIA 3372390 Middle East and North Africa Program Services SUPPORT WIKIPEDIA 5742 North America 4 Program Services SUPPORT WIKIPEDIA 182555 Russia and the Newly Independent States Program Services SUPPORT WIKIPEDIA 5448 South America Program Services SUPPORT WIKIPEDIA 27992 South Asia 4 Program Services SUPPORT WIKIPEDIA 56825 Sub-Saharan Africa Program Services SUPPORT WIKIPEDIA 12713 Europe (Including Iceland and Greenland) Investments N/A 5196067 Europe (Including Iceland and Greenland) Grantmaking Further Mission 1913 Europe (Including Iceland and Greenland) Grantmaking Further Mission 3022583 Middle East and North Africa Grantmaking Further Mission 219506 North America Grantmaking Further Mission 31045 Russia and the Newly Independent States Grantmaking Further Mission 260335 South America Grantmaking Further Mission 166114 South Asia Grantmaking Further Mission 201914 Sub-Saharan Africa Grantmaking Further Mission 46836 East Asia and the Pacific Grantmaking Further Mission 10044 East Asia and the Pacific Grantmaking CONFERENCE SCHOLARSHIP 17442 Europe (Including Iceland and Greenland) Grantmaking CONFERENCE SCHOLARSHIP 28319 Europe (Including Iceland and Greenland) Grantmaking Further Mission 81759 Middle East and North Africa Grantmaking CONFERENCE SCHOLARSHIP 22302 Middle East and North Africa Grantmaking Further Mission 50891 North America Grantmaking CONFERENCE SCHOLARSHIP 9510 North America Grantmaking Further Mission 5832 Russia and the Newly Independent States Grantmaking CONFERENCE SCHOLARSHIP 4136 South America Grantmaking CONFERENCE SCHOLARSHIP 34636 South America Grantmaking Further Mission 19486 South Asia Grantmaking Further Mission 20571 South Asia Grantmaking CONFERENCE SCHOLARSHIP 32613 Sub-Saharan Africa Grantmaking CONFERENCE SCHOLARSHIP 9443 Sub-Saharan Africa Grantmaking Further mission 3945 43 43 12954549 350929 13305478 Europe (Including Iceland and Greenland) FURTHER MISSION 3022583 WIRE N/A N/A Middle East and North Africa FURTHER MISSION 219506 WIRE N/A N/A North America further mission 31045 WIRE N/A N/A Russia and the Newly Independent States further mission 260335 WIRE N/A N/A South America further mission 166114 WIRE N/A N/A South Asia further mission 201914 WIRE N/A N/A Sub-Saharan Africa FURTHER MISSION 46836 WIRE N/A N/A 30 SCHOLARSHIPS TO ATTEND CONFERENCE East Asia and the Pacific 8 17442 WIRE N/A FMV SCHOLARSHIPS TO ATTEND CONFERENCE North America 6 9510 WIRE N/A FMV FURTHER MISSION East Asia and the Pacific 5 10044 WIRE N/A FMV SCHOLARSHIPS TO ATTEND CONFERENCE Europe (Including Iceland and Greenland) 28 28319 WIRE N/A FMV FURTHER MISSION North America 2 5832 WIRE N/A FMV SCHOLARSHIPS TO ATTEND CONFERENCE Russia and the Newly Independent States 6 4136 WIRE N/A FMV FURTHER MISSION Europe (Including Iceland and Greenland) 22 81759 WIRE N/A FMV SCHOLARSHIPS TO ATTEND CONFERENCE Middle East and North Africa 19 22302 WIRE N/A FMV FURTHER MISSION Middle East and North Africa 4 50891 WIRE N/A FMV SCHOLARSHIPS TO ATTEND CONFERENCE South America 17 34636 WIRE N/A FMV FURTHER MISSION South America 6 19486 WIRE N/A FMV FURTHER MISSION South Asia 10 20571 WIRE N/A FMV SCHOLARSHIPS TO ATTEND CONFERENCE South Asia 23 32613 WIRE N/A FMV SCHOLARSHIPS TO ATTEND CONFERENCE Sub-Saharan Africa 7 9443 WIRE N/A FMV SCHOLARSHIPS TO ATTEND CONFERENCE Central America and the Caribbean 2 2685 WIRE N/A FMV FURTHER MISSION Sub-Saharan Africa 1 3945 WIRE N/A FMV false false false false false false Procedures for monitoring use of grant funds outside the U.S.: Grants to organizations: Organizations that have met each grant program's eligibility criteria are eligible to participate in a public application process. To do so, they submit a grant proposal that contains a description of the mission-related work they are proposing, a budget, a start date and completion date, and a description of how this work will achieve the Wikimedia Foundation's mission or the Wikimedia movement strategic priorities. When an applicant is awarded a grant and becomes a grantee, the grantee completes screening requirements and signs a grant agreement. The agreement stipulates that they will use grant funds for charitable purposes consistent with the Wikimedia Foundation's mission and the purposes described in the grant proposal; that they agree to the reporting requirements, including maintaining receipts/documentation of expenses for four years; that they agree to procedures for notifying the Wikimedia Foundation of important changes that may affect the grant; and that they will return any unused grant funds after the end of the grant's term. Once each grant is complete, the grantee will submit a narrative and financial report or series of reports that demonstrate how the grant funds were spent and describe the impact of the work. Grants to Individuals - Grants to individuals follow the same process as other grants unless they are travel scholarships. Individuals apply for travel scholarships (primarily to attend the annual conference, Wikimania) and applications are reviewed and either accepted or denied. In most cases, travel is then arranged for the individual and paid for directly by The Wikimedia Foundation. In very limited cases, individuals book travel themselves and provide receipts to the foundation which then reimburses them based on the receipts. Method of accounting The grants and expenditures reported in Schedule F were based on the accrual method of accounting. X X true Trilogy Interactive LLC PO Box 4177 Mountain view CA 94040 emailing donors false 0 229615 0 0 229615 0 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI Schedule G Part IV The professional fundraisers listed provide consulting services to assist the Foundation in its fundraising efforts, and are not attributed to any specific charitable contributions raised. Additionally, the professional fundraisers did not have control over or retain any funds raised. true Wikimedia New York City Inc 227 Dean Street Brooklyn NY 11217 270520584 501(C)(3) 7580 See Part IV ADA Initiative Inc 1117 Geary BLVD 311 San Francisco CA 94109 451135048 501(C)(3) 17682 See Part IV THE JOHN ERNEST FOUNDATION PO BOX 60225 PALO ALTO CA 94306 943170824 501(C)(3) 20000 SEE PART IV WIKI SOCIETY OF WASHINGTON DC PO BOX 9822 WASHINGTON DC 20013 452106571 501(C)(3) 21696 SEE PART IV METROPOLITAN NEW YORK LIBRARY COUNCIL 11 WEST 40TH STREET NEW YORK NY 10018 136210582 501(C)(3) 7070 SEE PART IV WEST VIRGINIA UNIVERSITY FOUNDATION ONE WATERFRONT PLACE 7TH FLOOR MORGANTOWN WV 26507 556017181 501(C)(3) 27100 SEE PART IV 6 MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, QUESTION 2 Grants to Organizations: Organizations that have met each grant program's eligibility criteria are eligible to participate in a public application process. To do so, they submit a grant proposal that contains a description of the mission-related work they are proposing, a budget, a start date and completion date, and a description of how this work will achieve the Wikimedia Foundation's mission or the Wikimedia movement strategic priorities. When an applicant is awarded a grant and becomes a grantee, the grantee completes screening requirements and signs a grant agreement. The agreement stipulates that they will use grant funds for charitable purposes consistent with the Wikimedia Foundation's mission and the purposes described in the grant proposal; that they agree to the reporting requirements, including maintaining receipts/documentation of expenses for four years; that they agree to procedures for notifying the Wikimedia Foundation of important changes that may affect the grant; and that they will return any unused grant funds after the end of the grant's term. Once each grant is complete, the grantee will submit a narrative and financial report or series of reports that demonstrate how the grant funds were spent and describe the impact of the work. Grants to Individuals: Grants to individuals follow the same process as other grants unless they are travel scholarships. Individuals apply for travel scholarships (primarily to attend the annual conference, Wikimania) and applications are reviewed and either accepted or denied. In most cases, travel is then arranged for the individual and paid for directly by The Wikimedia Foundation. In very limited cases, individuals book travel themselves and provide receipts to the Foundation which then reimburses them based on the receipts. Schedule I, Part II Purpose of Grant to ADA Initiative, Inc.: To support an event of like minded organization to further mission. Purpose of Grant to John Ernst Foundation: To support a conference to further mission. Purpose of Grant to Metropolitan New York Library Council: To support projects to further mission. Purpose of Grant to West Virginia University Foundation: To support work to further mission. Purpose of Grant to Wiki Society of Washington D.C.: To support projects and event to further mission. Purpose of Grant to Wikimedia NYC, Inc.: To support work to further mission. X false true X X X X X false false false false false false false false false Sue Gardner Special Advisor 112500 0 0 0 188841 0 10400 0 8316 0 320057 0 0 0 Garfield Byrd Treasurer and CFA 173839 0 0 0 3315 0 6954 0 19513 0 203621 0 0 0 Geoff Brigham Secretary and General Counsel 225170 0 0 0 2944 0 2337 0 19928 0 250379 0 0 0 Erik Moeller VP of Product 191603 0 0 0 537 0 0 0 8316 0 200456 0 0 0 Gayle Young Chief Talent & Culture Officer 179800 0 0 0 3686 0 7312 0 8316 0 199114 0 0 0 Robert Lanphier Director of Engineering 153161 0 0 0 308 0 6160 0 21933 0 181562 0 0 0 Lila Tretikov Executive Director 248973 0 0 0 59176 0 4667 0 13546 0 326362 0 0 0 Anthony Negrin Director of Engineering 152844 0 0 0 855 0 0 0 19513 0 173212 0 0 0 Luis Villa Sr. dir. community engagement 151928 0 0 0 274 0 6077 0 8316 0 166595 0 0 0 Schedule J Part I Line 1 The executive director received a temporary housing allowance. This has been included as taxable compensation and reported in her 2014 Form W-2. X 87 379522 average market value false true false Part I Column (B) The organization is reporting the number of contributions received. Form 990 part VI, line 7A The Board consists of a maximum of ten Trustees. Three seats are selected by the Wikimedia community, two seats are selected by the Wikimedia chapters, one seat is reserved for Jimmy Wales as the Community Founder, and four seats may be selected by the Board for specific expertise. As with all Board seats, the Board must independently appoint the candidates for the Community and Chapter seats. Form 990 part VI, line 11a Review of Form 990: The first draft of the 990 was developed by an external accounting firm under the direction of the Controller with additional guidance from the Chief Financial Officer (CFO). It was reviewed for accuracy and completeness by the CFO and then by the Executive Director. Then a meeting of the audit committee was held at which the CFO walked through the draft in detail for the audit committee's approval. A complete copy of the Form 990 was provided to the voting members of the governing body prior to filing with the Internal Revenue Service. Form 990 Part VI, Line 12 Conflict of interest: The organization's board members, and officers (covered persons) complete annually a Conflict of Interest Statement the purpose of which is to identify any personal, family and/or business relationships and/or transactions that may pose a potential conflict. The filed Conflict of Interest forms are submitted to and reviewed by the general counsel and only reviewed by the Board if it's needed. Additionally, the covered persons also complete annually a Pledge of Personal Commitment that affirms that the individual is in compliance with the Conflict of Interest Policy and that the individual will promptly notify the Executive Director and the Board Chair when a conflict or potential conflict arises. Furthermore, in the case of a conflict, the individual agrees to refrain from using his or her personal influence to encourage the Foundation to enter the transaction and must physically excuse himself or herself from any further discussions other than to answer questions about the transaction. In the case of potential conflict, the remaining Board members review the potential transaction to determine whether said transaction is fair and reasonable to the Foundation and legal counsel is consulted as necessary to ensure that such a transaction would not constitute an excess benefit transaction. Form 990 Part VI Line 15a The Wikimedia Foundation Board of Trustees is responsible for approving the compensation of the Executive Director. On April 10, 2014 The Board of Trustees, all independent members, reviewed the Executive Director's proposed compensation, and made a decision based on compensation data from comparable organizations. The Board of Trustee's deliberations and decision were contemporaneously documented, including who attended and voted and a description of the comparable documentation used and how it was obtained. Form 990 Part VI Line 15b IN SETTING COMPENSATION FOR OTHER OFFICERS, THE HUMAN RESOURCES COMMITTEE, CONSISTING OF PERSONS INDEPENDENT TO THE TRANSACTIONS CONSIDERED, HAS SECURED AND REVIEWED COMPARABILITY DATA ABOUT COMPENSATION AT ORGANIZATIONS OF SIMILAR SIZE AND SCOPE TO THE WIKIMEDIA FOUNDATION, INCLUDING SALARY, BONUSES AND NON-MONETARY BENEFITS AND PERQUISITES. THE REVIEW INCLUDED INFORMATION FROM AN INDEPENDENT SALARY SURVEY. THE COMMITTEE'S deliberations and DECISION WAS CONTEMPORANEOUSLY DOCUMENTED, INCLUDING WHO ATTENDED AND VOTED AND A DESCRIPTION OF THE COMPARABLE DOCUMENTATION USED AND HOW IT WAS OBTAINED. The Committee did follow the rebuttable presumption process in establishing compensation, and provided their recommendation, but due to oversight actual approval did not occur for FY15. Form 990 Part VI, line 19 The organization's website includes links to its governing documents, its conflict of interest policy and its audited financial statements. http://wikimediafoundation.org/wiki/Bylaws http://wikimediafoundation.org/wiki/Conflict_of_interest_policy http://wikimediafoundation.org/wiki/Financial_reports Form 990 Part XI, Line 9 Other changes in net assets or fund balances Unrealized Foreign Exchange Loss $ (1,260,848) Return of Unused Grant $ 91,701 Total: $ (1,169,147)