2014-04-23T13:24:25-05:00 2013-06-30 KPMG LLP 55 Second Street 1400 San Francisco CA 94105 990 2012-07-01 200049703 Wikimedia Foundation Inc % GARFIELD BYRD WIKI 4158396885 149 New Montgomery 6th Floor Suite San Francisco CA 94105 GARFIELD BYRD 4158396885 2014-04-22 true 4159635100 2012 2015-11-30 17:44:51Z Garfield Byrd 149 New Montgomery 6th Floor San Francisco CA 94105 56971227 false X www.wikimediafoundation.org X 2003 FL The wikimedia foundation supports wikipedia and eight other wiki-based projects designed to enable people around the world to collaboratively develop educational materials for the benefit of all. 9 9 134 80000 23933 -28837 38990502 45272234 718685 306705 45915 63907 -52657 24470 39702445 45667316 2106752 2791378 0 0 11749500 16023637 140436 271632 3875773 14967364 16084908 28964052 35171555 10738393 10495761 37206891 48146893 2277833 2957769 34929058 45189124 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 16089191 Support Wikipedia.org (the 5th most popular web property in the world) and other websites where volunteers can collaborate to develop free educational resources. Wikimedia engineering and product development team's mission is to build, improve and maintain the technical infrastructure of Wikimedia projects (software and hardware), by supporting and complementing volunteer efforts. 7722648 2791378 306705 Grantmaking and Program Development's projects focus on the growth of Wikimedia in specific regions, the development of our Wikipedia Zero and mobile strategies, the building and maintaining of the Foundation's relationships with its constituencies, and the management of our global education program, worldwide program evaluation, grant making, research, and global communications. Grantmaking and Program Development is a key part of Wikimedia Foundation's strategic plan, and plays a central role in keeping the Wikimedia community central to all of the Foundation's work. The Foundation's success is contingent upon the future of the developing world as well as the support to our chapters and volunteers. Grantmaking and Program Development aims to bring the diverse voices of the Global South to the Wikimedia project, and to expand the reach of our projects and free knowledge to the global south, particularly via mobile phones and partnerships with mobile phone companies. 23811839 true false false true false false false false false false true true 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 55 0 true 134 true true true true FR UK false false false false false false false false X 9 9 false false false false false true false true true false false true true true true true false true true false AL AK AR CA CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WV WI X X GARFIELD BYRD 4158396885 149 NEW MONTGOMERY6TH FLOOR san francisco CA 94105 X jimmy wales 10.0 X kat walsh 10.0 X X jan-bart de vreede 10.0 X X stu west 10.0 X maria sefidari 10.0 X bishakha datta 10.0 X alice wiegand 10.0 X samuel klein 10.0 X patricio lorente 10.0 X ting chen 10.0 X Sue Gardner 40.0 X 202095 16296 Garfield Byrd 40.0 X 155624 27015 Geoff Brigham 40.0 X 188551 24384 Zack Exley 40.0 X 184261 25883 Erik Moeller 40.0 X 155095 7261 Gayle Young 40.0 X 163127 12724 cheong woo 40.0 X 146202 26352 Kelly Kay 40.0 X 153074 19225 1348029 159140 30 false true false Cooley LLP 101 California 5th Floor SAN FRANCISCO CA 94111 legal services 323885 FPL FiberNet 9250 West Flagler Street MIAMI FL 33174 telecommunications 322475 Hiaring Smith LLP 1005 Bel Marin Keys Blvd NOVATO CA 94949 legal services 357260 PowerMediumHostway PO Box 3480 CHICAGO IL 60654 web hosting services 291940 Oppenheim Associates 221 main street suite 540 SAN FRANCISCO CA 94105 exec search/recruit 256090 22 45272234 27440 45272234 LICENSING REVENUE 518210 142236 142236 DATA PROVIDER SERVICES 518210 148469 148469 SPEAKING FEES 518210 16000 16000 306705 71112 71112 0 0 268970 272333 -3363 0 -3363 -3363 10973012 4984 10985201 -12189 4984 -7205 -7205 0 0 70310 46377 23933 23933 CREDIT CARD CASH BACK 900099 3900 3900 3900 45667316 306705 23933 64444 35750 35750 56205 56205 2699423 2699423 0 392529 188470 193589 10470 0 12738011 9562322 1947046 1228643 360585 247858 73498 39229 1636323 1110727 362370 163226 896189 634791 163654 97744 0 1076020 1076020 113363 113363 0 271632 271632 0 3787622 2275243 1086323 426056 63775 25407 38368 576593 127296 415845 33452 2725156 2662155 56682 6319 0 733564 311965 352986 68613 817294 636298 89277 91719 0 577719 488816 58558 30345 0 0 2706841 2441148 265693 251683 251683 DONATIONS PROCESSING FEES 1368722 1368722 RECRUITING 500860 72748 428112 STAFF DEVELOPMENT/ENRICHMENT 484337 68112 398621 17604 VOLUNTEER DEVELOPMENT 149221 146879 450 1892 152138 20226 111805 20107 35171555 23811839 7483943 3875773 5234483 5045589 16562142 17126300 4889919 2045683 494487 47000 0 0 0 0 0 0 40274 66986 879826 990737 9943805 5031999 5168106 4911806 0 13313246 3600401 4265822 0 0 0 0 337253 333724 37206891 48146893 1779251 2549048 0 0 293606 37311 0 0 0 0 0 0 0 0 0 0 204976 371410 2277833 2957769 X 29991139 42921751 4937919 2267373 0 0 34929058 45189124 37206891 48146893 X 10495761 -41501 -194194 X false true X true false X 7664458 15226464 26440538 38990502 45272234 133594196 0 0 7664458 15226464 26440538 38990502 45272234 133594196 5209379 128384817 32534 12202 47416 50814 340082 483048 3722 23933 27655 30417 -131707 -120376 -56379 3900 -274145 133830754 3417955 0.95931 0.89617 X 0 0 0 0 0 0 0 1000000 0 1000000 1500000 98953 0 98953 250000 0 250000 375000 98953 0 98953 9943805 5031999 4911806 4911806 CERTIFICATES OF DEPOSIT 4141012 C OTHER NON-PUBLICLY TRADED 124810 C 4265822 0 OTHER LIABILITIES 137569 STRAIGHT LINE RENT EXPENSE ADJUSTMENT 233841 371410 X 45964862 -41501 260909 78137 297545 45667317 -1 -1 45667316 35704796 260909 272333 533242 35171554 1 1 35171555 Schedule D, Part XI, Line 2d Unrealized Foreign Exchange Loss ($194,196) Rent Expense $272,333 Total $78,137 Schedule D, Part XI, Line 4b Rounding ($1) Schedule D, Part XII, Line 2d Rent Expense $272,333 Schedule D, Part X, Line 4b Rounding $1 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 2993 South Asia 6 Program Services SUPPORT WIKIPEDIA 58066 Europe (Including Iceland and Greenland) 20 Program Services SUPPORT WIKIPEDIa 673881 Middle East and North Africa 3 Program Services SUPPORT WIKIPEDIA 62622 South America 5 Program Services SUPPORT WIKIPEDIA 156813 Sub-Saharan Africa 1 Program Services SUPPORT WIKIPEDIA 28327 East Asia and the Pacific Grantmaking Further Mission 41001 Europe (Including Iceland and Greenland) Grantmaking Further Mission 1932478 Middle East and North Africa Grantmaking Further Mission 143821 North America Grantmaking Further Mission 28573 Russia and the Newly Independent States Grantmaking Further Mission 2969 South America Grantmaking Further Mission 137556 South Asia Grantmaking Further Mission 206434 Sub-Saharan Africa Grantmaking Further Mission 26669 Europe (Including Iceland and Greenland) Investments N/A 7560794 East Asia and the Pacific Grantmaking Scholarships to Attend 5499 Europe (Including Iceland and Greenland) Grantmaking Scholarships to Attend 2989 North America Grantmaking Scholarships to Attend 1101 Russia and the Newly Independent States Grantmaking Scholarships to Attend 2224 Europe (Including Iceland and Greenland) Grantmaking Further Mission 21854 South America Grantmaking Further Mission 1785 South America Grantmaking Scholarship to Attend 2147 South Asia Grantmaking Further Mission 3422 South Asia Grantmaking Scholarship to Attend 1807 Sub-Saharan Africa Grantmaking further mission 5770 Sub-Saharan Africa Grantmaking Scholarship to Attend 2182 East Asia and the Pacific Grantmaking further mission 5981 North America Grantmaking further mission 6514 Middle East and North Africa Grantmaking Scholarship to Attend 5167 37 37 11071485 59954 11131439 East Asia and the Pacific FURTHER MISSION 41001 wire 0 n/a n/a Europe (Including Iceland and Greenland) FURTHER MISSION 1927583 wire 0 n/a n/a Middle East and North Africa FURTHER MISSION IN HOSTING ANNUAL WIKIMEDIA CONFERENCE - WIKIMANIA 143821 wire 0 n/a n/a South America FURTHER MISSION 132857 wire 0 n/a n/a South Asia FURTHER MISSION 206434 wire 0 n/a n/a Sub-Saharan Africa FURTHER MISSION 26669 wire 0 n/a n/a North America FURTHER MISSION 27325 wire 0 n/a n/a 19 19 SCHOLARSHIPS TO ATTEND CONFERENCE East Asia and the Pacific 5 5499 WIRE 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE North America 3 1101 WIRE 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE Russia and the Newly Independent States 3 2224 WIRE 0 n/a FMV FURTHER MISSION South America 4 1785 wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE South America 6 2147 WIRE 0 n/a FMV FURTHER MISSION South Asia 3 3422 wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE South Asia 4 1807 WIRE 0 n/a FMV FURTHER MISSION Sub-Saharan Africa 2 5770 wire 0 n/a FMV SCHOLARSHIPS TO ATTEND CONFERENCE Sub-Saharan Africa 1 2182 WIRE 0 n/a FMV FURTHER MISSION East Asia and the Pacific 4 5981 WIRE 0 N/A FMV FURTHER MISSION North America 5 6514 WIRE 0 N/A FMV Scholarships to Attend Conference Middle East and North Africa 4 5167 WIRE 0 N/A FMV false false false false false false Procedures for monitoring use of grant funds outside the U.S.: Grants to Organizations - Applicants that have met each program's eligibility criteria participate in a public application process by submitting 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 stipulating 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 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 OMP Inc 1133 19th street NW suite 300 washington DC 20036 Fundraising consulting false 77704 Trilogy Interactive LLC PO Box 4177 mountain view CA 94040 emailing donors false 0 68264 0 Tractive West LLC 221 S Park Central South Springfield MO 65806 creative content false 0 25803 0 Demi Creative LLC 400 W Walnut Springfield MO 65806 website design false 55076 0 226847 0 AL AK AR CA CO CT FL GA HI IL KS KY ME MD MA MI MN MS NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI true Software Freedom Conservancy Inc 137 Montague Street STE 380 Brooklyn NY 11201 412203632 501(c)(3) 10000 SEE PART IV Consumers Union of US Inc 101 Truman Avenue Yonkers NY 10703 131776434 501(c)(3) 6000 SEE PART IV The John Ernest Foundation PO Box 60225 Palo Alto CA 94306 943170824 501(c)(3) 29000 SEE PART IV Wiki Society of Washington DC PO Box 9522 Washington DC 20016 452106571 pending 18721 SEE PART IV 4 0 MONITORING THE USE OF GRANT FUNDS SCHEDULE I, PART I, QUESTION 2 Grants to Organizations Applicants that have met each program's eligibility criteria participate in a public application process by submitting 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 stipulating 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 report or series of reports that demonstrate how the grant funds were spent and describe the impact of the work. GRANT FUNDS 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 the Software Freedom Conservancy, Inc.: For the development of free non-profit accounting software. Purpose of grant to the Consumers Union of U.S., Inc.: TO support two Wikipedians in Residence working with consumer reports. Purpose of grant to The John Ernest Foundation: TO support the 2013 Joint International Symposium on Open Collaboration. Purpose of grant to the Wiki Society of Washington DC: To increase the number of freely licensed photographs of monuments on Wikimedia Commons. X X X X X false false false false false false false false false Sue Gardner 200000 2095 7667 8629 218391 0 Garfield Byrd 152250 3374 6090 20925 182639 0 Geoff Brigham 185507 3044 2441 21943 212935 0 Zack Exley 180838 3423 5425 20458 210144 0 Erik Moeller 154500 595 0 7261 162356 0 Gayle Young 161810 1317 6080 6644 175851 0 cheong woo 143450 2752 2814 23538 172554 0 Kelly Kay 150898 2176 4440 14785 172299 0 X 22 27440 average market price false false false Part I Column (B) The organization is reporting the number of items contributed. Form 990 part VI, line 7A The Board consists of a maximum of ten Trustees. Three seats are elected directly by the Wikimedia community, two seats are selected by the Wikimedia chapters, there is one Board-appointed "community founder" seat reserved for Jimmy Wales, and there are four Board-appointed specific expertise" 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 of Finance and Administration (CFA). It was reviewed for accuracy and completeness by the CFA and then by the Executive Director. Then a meeting of the audit committee was held at which the CFA 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. These forms are submitted to the general counsel and are reviewed by the Board. 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 determining the compensation of the Executive Director, and has delegated that responsibility to the ED Evaluation Committee, including the Chair of the Audit Committee, which is comprised of independent Board members. For 2012 compensation, in setting the ED's compensation,the Evaluation Committee has secured and reviewed comparability data about non-profit CEO compensation for organizations of similar size and scope to the Wikimedia Foundation, including salary, bonuses and non-monetary benefits and perquisites. The information came from a variety of sources including Guidestar, Boardsource, the Center for Non-Profit Management, and the Non-Profit Times. The committee also consulted with independent experts in the field. The Evaluation Committee also annually sets performance goals with the Executive Director, and works with her to evaluate performance against those goals. Both compensation and performance assessment information is shared with the full Board for its review and approval. At various points in the process, discussions and deliberations are reviewed via email. Once deliberations are complete, the final determination is summarized by the Chair of the Audit Committee in writing. Form 990 Part VI Line 15b In setting compensation for other officers, a compensation 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 information came from a variety of sources including Guidestar, Boardsource, the Center for Non-Profit Management, the Non-Profit Times, the San Francisco Business Times, CompassPoint Nonprofit Services and the Meyer Foundation. Additionally, the committee consulted with independent experts in the field, including those with specific subject-matter expertise in areas of non-monetary compensation such as health and dental coverage and retirement saving plans. The Executive Director also annually sets performance goals with officers, and works with them to evaluate performance based on those goals. The committee'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 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 exhange gain/loss ($194,196) Rounding 2 -------- Total ($194,194) OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:TEMPORARY CONTRACT SERVICES TOTAL FEES:2314101 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:MOBILE RESEARCH AND STUDY TOTAL FEES:155722 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:GRANTMAKING CONSULTANCY TOTAL FEES:224156 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:COMMUNICATION SERVICES TOTAL FEES:276632 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:EMPLOYEE TRAINING AND COACHING TOTAL FEES:244540 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:OTHER FEES FOR SERVICES TOTAL FEES:521463 OTHER FEES FOR SERVICES FOR NON-EMPLOYEES FORM 990 PART IX LINE 11G DESCRIPTION:SUBLEASE BROKERAGE FEE TOTAL FEES:51008