2013-05-06T09:07:54-07:00 2012-06-30 990 2011-07-01 030179592 WORLD LEARNING INC WORL 8022577751 PO Box 676 Kipling Road Brattleboro VT 05302 Nancy Brock 8022583431 2013-05-07 2011 2016-02-25 16:41:14Z Adam Weinberg PO Box 676 Kipling Road Brattleboro VT 05302 145547477 0 X www.worldlearning.org X 1932 VT World Learning works to empower people and strengthen institutions through its global platform of educational initiatives and exchange and development programs. 21 20 870 100 -55684 -63437 3189212 2971558 127804888 132196838 1228136 -1870659 1313000 47019 133535236 133344756 27383669 32885784 0 0 33657393 34468729 177366 115735 1159345 70166247 69513415 131384675 136983663 2150561 -3638907 75160920 64884420 19685573 13174608 55475347 51709812 World Learning Inc., founded in 1932, is a private, nonprofit organization that envisions a just world, driven by 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 71243169 28305297 72504904 International Development and Exchange - World Learning International Development Programs focus on a single purpose: to bridge the gap between the desire for human development and the ability to achieve that goal. Programs in more than 20 countries work to enhance 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. The aim of each WL project is to build the knowledge, attitude, skills, awareness, and practical applications necessary to address critical global issues such as poverty and exclusion, the spread of HIV/AIDS, the marginalization of women and children, the global education crisis, and the urgent need for government accountability. WL achieves this goal through five primary program focus areas: (1) Civil Society and Governance, (2) Education, (3) HIV/AIDS, (4) International Professional, Academic, and Cultural Exchanges, and (5) Capacity Development and Training. World Learning Visitor Exchange Program and Capacity Building Services divisions have been engaged for more than twenty years, on behalf of the US Department of State and USAID, in providing experiential exchange programs that enable learning and promote understanding for over 2,000 visitors to the U.S. each year from more than 140 countries. World Learning bridges cultures and promotes understanding and cooperation among nations through the design and delivery of exchanges and observational study tours to the US for adults and students from countries around the world. Many of World Learning's professional exchanges are implemented in partnership with member organizations of the National Council for International Visitors. Learn more at www.worldlearning.org/international-development.htm. 30855027 704962 38581473 Study Abroad - A pioneer in experiential, field-based study abroad, WL offers semester, summer, and academic year programs for undergraduate students in over 50 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. Nearly 2,000 students from 200-plus U.S. colleges and universities study in over 50 countries each year. SIT Independent Study Projects often lead to advanced research including Fulbright and Watson fellowships. Learn more at www.sit.edu/studyabroad/. 6198603 1710066 8653752 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/. 7487636 1722650 5271242 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. 4630205 102932 5414626 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 www.sit.edu/studyabroad/location-comparative.cfm. 5021586 339875 1775566 Other program services, including SIT program support and auxiliary student services. 17139427 2165457 12461434 125436226 1 1 0 0 0 0 0 0 0 1 1 1 0 0 0 1 0 1 1 1 1 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 175 0 1 870 1 1 1 1 AG AL AM AO AQ AR AS BC BH BL BM BO BR CH CI CM CS EC EG EI ET EZ FR GG GH IC ID IN IT JA JM JO KE KG KV LI MA MG MK ML MO MU MX NL NP NU OC PA PE PK PL PM RI RS RW SA SF SG SP SZ TH TS TU TZ UG UK VM 0 0 0 0 0 0 0 0 X 21 20 0 0 1 0 0 0 0 1 1 0 1 1 0 1 1 1 1 1 1 1 0 AK AL AR AZ CA CO CT FL GA HI IL KS KY MA MD MI MN MO MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X A J Mascaro Jr-Controller 8022583579 PO Box 676 Kipling Road Brattleboro VT 05302 Robert W Adams 1.5 X 0 0 0 Richard J Adler 1.5 X 0 0 0 Robert C Chase 1.5 X 0 0 0 Fayezul H Choudhury 1.5 X 0 0 0 Rosamond P Delori 1.5 X 0 0 0 Jane Edwards 1.5 X 0 0 0 Thomas H Fox 1.5 X 0 0 0 Thomas Hiatt 1.5 X 0 0 0 Dana Smith Kull 1.5 X 0 0 0 Virginia A Loeb 1.5 X 0 0 0 Charles F MacCormick 1.5 X 0 0 0 Betsy S Michel 1.5 X 0 0 0 Paul S Muther 1.5 X 0 0 0 Emilie M Ogden 1.5 X 0 0 0 Charles F Stewart 1.5 X 0 0 0 Sue A Tempero 1.5 X 0 0 0 Adam Weinberg 55 X X 251252 0 24795 Lawrence Cooley 1.5 X 0 0 0 Allen B Cutler 1.5 X 0 0 0 Judith Brown Meyers 1.5 X 0 0 0 Brian B Stephens 1.5 X 0 0 0 Lisa Rae 55 X 122850 0 18709 Lynne Rosansky 55 X 177625 0 21378 Michael Kearney 55 X 153596 0 109122 Carol Jenkins 55 X 155000 0 13498 Nancy Rowden Brock 55 X 182700 0 16686 Lisa Gurwitch 55 X 195000 0 20234 Ross Gibson 55 X 0 0 0 John Lucas 55 X 0 0 0 Kevin Carew 55 X 150065 0 18856 Stephen Katz 55 X 136370 0 12327 Gyula Csurgai 55 X 134762 0 2515 Jose Alvarez IV 55 X 132060 0 9592 Konstantin Lomidze 55 X 131382 0 12214 1922662 0 279926 35 0 1 0 John M Floyd and Associates 125 North Burnet drive Baytown TX 77520 corporate consulting services 881211 Grant Thornton LLP 226 Causeway Street Boston MA 02114 accounting audit and tax services 259550 Naomi Roht-Arriaza 1084 Tevlin Street Albany CA 94706 democracy fellow/technical specialist-USAID 157404 Troy Etulain 1416 A Street NE Washington DC 20002 democracy fellow/technical specialist-USAID 156352 Sodexo Inc and Affiliates PO Box 360170 Pittsburgh PA 152516170 food services and facilities management 128229 7 0 0 0 0 0 2971558 54008 2971558 Int'l Development & Echange Progs 900099 72504904 72504904 0 0 Study Abroad 611600 38581473 38581473 0 0 SIT Graduate Institute 611600 8653752 8653752 0 0 Int'l Honors Program 611600 5414626 5414626 0 0 The Experiment in Int'l Living 611600 5271242 5271242 0 0 1770841 1770841 0 0 132196838 515920 0 -2033 517953 0 0 0 0 652 652 0 0 0 0 9389248 345671 11885241 236257 -2495993 109414 -2386579 0 -5 -2386574 0 27577 81223 -53646 0 -53646 0 100013 0 0 100013 100013 133344756 132197490 -55684 -1768608 17882485 17882485 4580487 4580487 10422812 10422812 0 0 2203178 909231 1078713 215234 0 0 0 0 25660294 23012227 2159840 488227 783895 700622 72030 11243 4333772 4105109 141623 87040 1487590 1258952 192577 36061 100913 6841 94072 0 207599 55534 148236 3829 184023 33955 150068 0 0 0 0 0 115735 115735 374833 318730 56103 0 4690095 4284977 403878 1240 424713 370512 53489 712 2245645 1864289 315728 65628 766034 694953 56868 14213 0 0 0 0 2707776 2646588 37893 23295 3557912 3361368 152387 44157 0 0 0 0 0 0 0 0 58587 0 58587 0 0 0 0 0 1376073 430512 945561 0 308449 18773 289676 0 Direct program costs: educational 23633849 23633849 0 0 Direct program costs: int'l development 22903012 22903012 0 0 Auxiliary educational services 967652 967652 0 0 Re-engineering costs 2178098 0 2178098 0 2828152 972756 1802665 52731 136983663 125436226 10388092 1159345 22625 67258 7945147 9864302 6279022 5685315 2958563 188222 0 0 0 0 848549 995568 0 0 4446456 4525111 16899059 10232468 7119965 6666591 31154569 24106162 12967655 12170922 0 0 0 0 1418369 614969 75160920 64884420 3957616 3518293 878072 878072 9435762 5697410 0 0 0 0 0 0 995678 725263 4418445 2355570 0 0 19685573 13174608 X 9355159 10224466 15769002 11002858 30351186 30482488 55475347 51709812 75160920 64884420 X -3638907 -126628 X 0 1 1 X 1 1 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 46685456 575658 -2444625 1742056 0 0 43074433 39211203 296453 8935367 1757567 0 0 46685456 37459856 339333 3369231 1957217 0 0 39211203 45057634 123383 -5850982 1870179 0 0 37459856 0.15 0.7 0.15 0 0 0 1047666 1047666 0 7899847 5176491 2723356 0 0 0 0 0 7951546 5055977 2895569 0 0 0 0 6666591 0 0 Alt. strategies: commodities 1471937 F Alt. strategies: hedge funds 7772117 F Alt. strategies: private equity 2106257 F Alt. strategies: r/e funds 820611 F 12170922 0 0 SchD_P05_S00_L04 Schedule D, Part V, Line 4 World Learning's ENDOWMENT FUND (the "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 WL, primarily in the forms of (1) scholarship funding for participants of academic and educational exchange studies, and (2) support for programs, new initiatives and field projects. SchD_P10_S00_L02 Schedule D, Part X, Line 2 World Learning follows Accounting Standards Codification (ASC) 740 "Accounting for Uncertainty in Income Taxes" (formerly FIN 48). ASC 740 sets forth a recognition threshold and measurement attribute for the financial statement recognition and measurement of tax positions taken or expected to be taken in a tax return, along with guidance on de-recognition, classification, interest and penalties, accounting in interim periods, disclosure, and transition. WL recognizes the financial statement benefit or liability of a tax position only after determining that the relevant tax authority would more likely than not sustain the position following an audit. For tax positions meeting the more-likely-than-not threshold, the amount recognized in the financial statements is the largest benefit or liability that has a greater than fifty percent likelihood of being realized upon ultimate settlement with the relevant tax authority. It is WL's policy to record estimated interest and penalties, if any, as part of general support expense. Management believes that its US-based income tax filings for fiscal years June 30, 2008 and prior are no longer subject to examination by federal and state taxing authorities. Management has concluded that it has no material unrecognized tax benefits or liabilities related to uncertain tax positions at June 30, 2012 and 2011. 1 1 0 1 1 1 1 0 0 0 0 0 0 0 0 1 0 1 SchE_P01_S00_L03 Schedule E, Part I, Line 3 World Learning's non-discrimination policy is published in its printed promotional materials and printed registration materials. SchE_P01_S00_L06 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 attendees. 1 South America 11 21 Program Services SSA, IHP and EIL - educational exchange 8059104 South America 2 2 Program Services IDEP - Educational exchange 547033 South America 1 11 Program Services IDEP - Organizational strengthening 2669794 South Asia 3 6 Program Services SSA and IHP - Educational exchange 2915726 South Asia 1 6 Program Services IDEP - Civil society strengthening 798132 South Asia 0 0 Program Services IDEP - Professional exchange 775931 South Asia 0 0 Program Services IDEP - Training 16434 Europe (including Iceland and Greenland) 9 11 Program Services SSA, IHP and EIL - Educational exchange 7178480 Europe (including Iceland and Greenland) 0 0 Program Services IDEP - Civil society strengthening 97089 Europe (including Iceland and Greenland) 1 7 Program Services IDEP - Educational exchange 831249 Europe (including Iceland and Greenland) 1 3 Program Services IDEP - Organizational strengthening 145119 Europe (including Iceland and Greenland) 1 8 Program Services IDEP - Training 275460 Middle East and North Africa 4 8 Program Services Grad Institute, SSA and EIL - Educational exchange 3155553 Middle East and North Africa 1 2 Program Services IDEP - Education for orphans and vulnerable children 778282 Middle East and North Africa 5 17 Program Services IDEP - Educational exchange 2783711 Middle East and North Africa 0 0 Program Services IDEP - Training 785277 Middle East and North Africa 1 2 Program Services IDEP - Civil society strengthening 23871 Sub-Saharan Africa 15 21 Program Services SSA, IHP and EIL - Educational exchange 8015914 Sub-Saharan Africa 3 27 Program Services IDEP - Civil society strengthening 9260676 Sub-Saharan Africa 9 69 Program Services IDEP - Education of orphans and vulnerable children 3564622 Sub-Saharan Africa 3 66 Program Services IDEP - HIV prevention 1688073 Sub-Saharan Africa 1 6 Program Services IDEP - Organizational strengthening 1418172 Sub-Saharan Africa 0 2 Program Services IDEP - Training 652243 East Asia and the Pacific 7 10 Program Services SSA, IHP, EIL and IDEP - Educational exchange 4257231 Russia and the newly independent States 0 0 Program Services IDEP - Educational exchange 51505 Russia and the newly independent States 1 15 Program Services IDEP - Training 108613 North America (including Canada and Mexico, but not the United States) 0 0 Program Services SSA, IHP and EIL - Educational exchange 289300 Central America and the Caribbean 2 3 Program Services SSA and EIL - Educational exchange 771624 Central America and the Caribbean 1 5 Program Services IDEP - Civil society strengthening 1557794 83 328 63472012 Europe (including Iceland and Greenland) Civil society strengthening 1535159 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Health 100015 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Health 183656 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 182522 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 467941 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 483225 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 775220 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Special programs to aid the needs of survivors 790274 wire transfers 0 n/a n/a South Asia Special programs to aid the needs of survivors 297158 wire transfers 0 n/a n/a South Asia Special programs to aid the needs of survivors 126758 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 55809 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 123029 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 330670 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 68299 wire transfers 0 n/a n/a Sub-Saharan Africa Health 85105 wire transfers 0 n/a n/a Sub-Saharan Africa Health 94606 wire transfers 0 n/a n/a Sub-Saharan Africa Health 96236 wire transfers 0 n/a n/a Sub-Saharan Africa Health 88288 wire transfers 0 n/a n/a Sub-Saharan Africa Health 48444 wire transfers 0 n/a n/a Sub-Saharan Africa Health 86152 wire transfers 0 n/a n/a Sub-Saharan Africa Health 154829 wire transfers 0 n/a n/a Sub-Saharan Africa Health 114025 wire transfers 0 n/a n/a Sub-Saharan Africa Health 88765 wire transfers 0 n/a n/a Sub-Saharan Africa Health 124761 wire transfers 0 n/a n/a Sub-Saharan Africa Health 83791 wire transfers 0 n/a n/a Sub-Saharan Africa Health 105500 wire transfers 0 n/a n/a Sub-Saharan Africa Health 71526 wire transfers 0 n/a n/a Sub-Saharan Africa Health 133473 wire transfers 0 n/a n/a Sub-Saharan Africa Health 100144 wire transfers 0 n/a n/a Sub-Saharan Africa Health 94850 wire transfers 0 n/a n/a Sub-Saharan Africa Health 158866 wire transfers 0 n/a n/a Sub-Saharan Africa Health 96439 wire transfers 0 n/a n/a Sub-Saharan Africa Health 1104389 wire transfers 0 n/a n/a Sub-Saharan Africa Health 168415 wire transfers 0 n/a n/a Sub-Saharan Africa Health 39561 wire transfers 0 n/a n/a Sub-Saharan Africa Health 1020459 wire transfers 0 n/a n/a Sub-Saharan Africa Health 792112 wire transfers 0 n/a n/a Sub-Saharan Africa Special programs to aid the needs of survivors 142233 wire transfers 0 n/a n/a Sub-Saharan Africa Civil society strengthening 46919 wire transfers 0 n/a n/a Sub-Saharan Africa Community-based HIV prevention 110731 wire transfers 0 n/a n/a Sub-Saharan Africa Community-based HIV prevention 118946 wire transfers 0 n/a n/a Sub-Saharan Africa Community-based HIV prevention 171137 wire transfers 0 n/a n/a Sub-Saharan Africa Community-based HIV prevention 255861 wire transfers 0 n/a n/a North America (including Canada and Mexico, but not the United States) Community connection 35466 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 58868 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 52781 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 20992 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 96192 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 125880 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 68055 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 73640 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 67992 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 40543 wire transfers 0 n/a n/a Central America and the Caribbean Grant solicitation and management 204072 wire transfers 0 n/a n/a Sub-Saharan Africa Health 160773 wire transfers 0 n/a n/a Sub-Saharan Africa Health 79696 wire transfers 0 n/a n/a Sub-Saharan Africa Health 94241 wire transfers 0 n/a n/a Sub-Saharan Africa Health 121745 wire transfers 0 n/a n/a Sub-Saharan Africa Health 92772 wire transfers 0 n/a n/a Sub-Saharan Africa Health 62458 wire transfers 0 n/a n/a South Asia Health 140345 wire transfers 0 n/a n/a Central America and the Caribbean Forecast 8906 wire transfers 0 n/a n/a Central America and the Caribbean Forecast 17703 wire transfers 0 n/a n/a Central America and the Caribbean Forecast 12896 wire transfers 0 n/a n/a Central America and the Caribbean Forecast 8940 wire transfers 0 n/a n/a Central America and the Caribbean Forecast 17752 wire transfers 0 n/a n/a South Asia Deliver program to PAX 8900 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Institutional capacity 82000 wire transfers 0 n/a n/a Russia and the newly independent States Deliver program to PAX 7500 wire transfers 0 n/a n/a Europe (including Iceland and Greenland) Deliver progrsam to PAX 15500 wire transfers 0 n/a n/a Central America and the Caribbean Forecast 17914 wire transfers 0 n/a n/a 70 1 1 1 1 0 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 Monitoring use of grants to organizations outside the US includes the following procedures: 1) Pre-award survey (for new grant recipients only); 2) Monthly or quarterly financial statements from recipients; 3) Payment to sub-recipient based on financial reports and operational cash-flow status; 4) Review of recipients' local audit reports when available; 5) Programmatic reports from recipients; and 6) Conduct monitoring and evaluation to assess sub-recipient performance. SchF_P02_S00_L01 Schedule F, Part II, Line 1 Difference between reported grant amount on CORE, Part IX, Line 3 and total from Schedule F, Part II detailed listing is from 2 grants of less than $5,000 each to entities in the Russia and the Newly Independent States region for their efforts to deliver programs to PAX. These grants total $7,314. X X X X X X X 1 Ruffalocody PO Box 2018 Cedar Rapids IA 524063018 Fundraising (telemarketing) services 0 95875 63901 31974 Charity Dynamics 3420 Executive Center Drive Ste G100 Austin TX 78731 Advancement advisory services and e-solicitation services 0 0 42344 -42344 Kirt Snyder Consulting 40 Benedict Avenue Apt 2C Tarrytown NY 10591 Advancement communication (writing) services 0 0 9490 -9490 95875 115735 -19860 AK AL AR AZ CA CO CT FL HI KS KY LA MA MD ME MI MN MO MS NC NH NJ NY OH OK OR RI TN UT VA WA WI WV 1 Adventis Health Services 2100 Douglas Blvd Roseville CA 95661 953484589 501c3 355368 0 n/a n/a Health Africare 440 R Street NW Washington DC 20001 237116952 501c3 1188156 0 n/a n/a Civil society strengthening American Councils 1828 L Street NW Washington DC 20036 521067256 501c3 105720 0 n/a n/a Capacity enhancement Catholic Relief Services 228 West Lexington Baltimore MD 21201 135563422 501c3 908106 0 n/a n/a Civil society strengthening Citizen Diplomacy Council 3604 30th Street San Diego CA 92104 330628755 501c3 10753 0 n/a n/a Deliver program to PAX Cleveland Council on World Affairs 812 Huron Road E 650 Cleveland OH 441151168 340720549 501c3 37556 0 n/a n/a Deliver program to PAX Colorado State University Oval Drive Fort Collins CO 80523 510193548 501c3 125381 0 n/a n/a Deliver program to PAX Columbus International Program 57 Jefferson Avenue No 1 Columbus OH 432153866 316078889 501c3 51018 0 n/a n/a Deliver program to PAX Core Group 6101 Kennedy Drive Chevy Chase MD 20815 311744950 501c3 108649 0 n/a n/a Health Global Youth Leadership Institute 135 N 76th Street Milwaukee WI 53213 203963841 501c3 41365 0 n/a n/a Deliver program to PAX Handicap International 6930 Carroll Avenue Ste 240 Takoma Park MD 209124468 550914744 501c3 381995 0 n/a n/a Special programs to aid the needs of survivors HealthRight International Doctors of the World 375 West Broadway New York NY 10012 133791391 501c3 58263 0 n/a n/a Health International House of Metrolina 322 Hawthorne Lane Charlotte NC 282042434 260510072 501c3 23582 0 n/a n/a Deliver program to PAX International Rescue Committee 122 East 42nd Street New York NY 10168 135660870 501c3 1686497 0 n/a n/a Special programs to aid the needs of survivors International Youth Foundation 32 South Street Ste 500 Baltimore MD 21202 382935397 501c3 125889 0 n/a n/a Health Macro International 11785 Beltsville Drive Ste 300 Calverton MD 20705 520955232 501c3 168839 0 n/a n/a Health Montana Center for International Visitors PO Box 5114 Bozeman MT 597175114 363558751 501c3 35822 0 n/a n/a Deliver program to PAX Project Harmony 7110 F Street Omaha NE 681171014 222644556 501c3 158886 0 n/a n/a Capacity enhancement Public Health Institute 555 12th Street 10th Floor Oakland CA 94607 941646278 501c3 84090 0 n/a n/a Health Reach Out and Care Wheels Inc 4135 Valley Commons Drive Ste D Bozeman MT 59718 200402658 501c3 222522 0 n/a n/a Special programs to aid the needs of survivors Save the Children Federation 54 Wilson Road Westport CT 06880 060726487 501c3 665048 0 n/a n/a Health University of Iowa Division of Sponsored Programs 2 Gilmore Hall Iowa City IA 52242 426004813 501c3 708032 0 n/a n/a Special programs to aid the needs of survivors Tulsa Global Alliance 800 Tucker Drive Tulsa OK 74104 953018799 501c3 64832 0 n/a n/a Deliver program to PAX UCP Wheel for Humanity 12750 Raymer Street Unit 4 North Hollywood CA 91605 954581144 501c3 601161 0 n/a n/a Special programs to aid the needs of survivors Wellshare International 122 West Franklin Avenue Ste 510 Minneapolis MN 55404 411397062 501c3 86310 0 n/a n/a Health World Affairs Council of Kentucky and Southern Indiana 200 West Broadway Street Ste 607 Louisville KY 40202 611078276 501c3 20710 0 n/a n/a Deliver program to PAX World Affairs Council of Seatlle 2200 Alaskan Way Ste 450 Seattle WA 98121 910586924 501c3 71720 0 n/a n/a Deliver program to PAX World Institute on Disability 510 16th Street Ste 100 Oakland CA 94612 942911623 501c3 659365 0 n/a n/a Special programs to aid the needs of survivors World Vision Inc PO Box 9716 Federal Way WA 980639716 951922279 501c3 2080837 0 n/a n/a Civil society strengthening World Affairs Council of Oregon 1200 SW Park Avenue 3rd Floor Portland OR 97205 930568356 501c3 62275 0 n/a n/a Deliver program to PAX World Chicago 78 East Washington 2nd Floor Chicago IL 60602 363801521 501c3 43276 0 n/a n/a Deliver program to PAX Fun 4 Kidz Inc 16620 SW 93 Avenue Miami FL 33157 202828866 501c3 180273 0 n/a n/a Health ChildFund International 2821 Emerywood Parkway Richmond VA 23924 540536100 501c3 224516 0 n/a n/a Health Medical Teams International PO Box 10 Portland OR 97207 930878944 501c3 43257 0 n/a n/a Health Curamericas Global Inc 318 West Millbrook Ste 105 Raleigh NC 27609 561400098 501c3 52297 0 n/a n/a Health Christian Blind Mission International Inc 450 East Park Avenue Greenville SC 29601 362959883 501c3 681059 0 n/a n/a Special programs to aid the needs of survivors CURE International 701 Bosler Avenue Lemoyne PA 17033 582248383 501c3 228986 0 n/a n/a Special programs to aid the needs of survivors Bethany Christian Services International 901 Eastern Avenue NE PO Box 294 Grand Rapids MI 495010294 381405282 501c3 11970 0 n/a n/a Special programs to aid the needs of survivors Saint Boniface Haiti Foundation 400 North Main Street Randolph MA 02368 043067595 501c3 384083 0 n/a n/a Special programs to aid the needs of survivors Pathfinder International 1201 Connecticut Avenue NW Ste 700 Washington DC 20036 530235320 501c3 39394 0 n/a n/a Strengthening NGOs engaged in health Heartland International 70 East Lake Street Ste 1020 Chicago IL 60601 363693237 501c3 35234 0 n/a n/a Community connections International Affairs Council of North Carolina 100 East Six Forks Road Raleigh NC 27609 510175681 501c3 50701 0 n/a n/a Community connections 21st Century Partnership for STEM Education 101 West Elm Street Ste 350 Conshohocken PA 19428 261164919 501c3 71122 0 n/a n/a Deliver program to PAX Whirlwind Wheelchair International C/O San Francisco State University 1600 Holloway Avenue SCI 251 San Francisco CA 941324163 941384645 501c3 22460 0 n/a n/a Special programs to aid the needs of survivors Education for Employment Foundation 1612 K Street NW Ste 800 Washington DC 20006 820578781 501c3 11064 0 n/a n/a University Linkages program University of Arkansas 1125 West Maple Street Fayeteville AR 72701 716003252 501c3 115019 0 n/a n/a Youth Leaders Exchange program Northern Nevada International Center 821 North Center Street Reno NV 89501 942796785 501c3 27840 0 n/a n/a Legislative fellows Colleagues International 555 West Crosstown Parkway No 203 Kalamazoo MI 49008 383051840 501c3 12396 0 n/a n/a Legislative fellows Kansas City International Visitors Council 30 West Pershing Road Ste 405 Kansas City MO 64108 431727811 501c3 15960 0 n/a n/a Legislative fellows University of Virginia 205 14th Street NW Charlottesville VA 22903 546001796 501c3 79647 0 n/a n/a Youth Ambassadors program SIM USA PO Box 7900 Charlotte NC 28241 221936391 501c3 45119 0 n/a n/a Health Medical Assistance International 4700 Glynco Parkway Brunswick GA 315256800 362586390 501c3 33574 0 n/a n/a Health Christian Connections for International Health 1817 Rupert Street McLean VA 22101 541932761 501c3 38179 0 n/a n/a Health Conservation International 2011 Crystal Drive Ste 500 Arlington VA 22202 521497470 501c3 202251 0 n/a n/a Health Helen Keller International 352 Park Avenue South 12th Floor New York NY 10010 135562162 501c3 149997 0 n/a n/a Health World Relief 7 East Baltimore Street Baltimore MD 21202 236393344 501c3 60208 0 n/a n/a Health Sightsavers International Inc C/O Chapel and York Limited 1000N West Street Ste 1200 Wilmington DE 19801 311740776 501c3 28841 0 n/a n/a Health Wildlife Conservation Society 2300 Souther Boulevard Bronx NY 10460 131740011 501c3 47452 0 n/a n/a Health World Trade Center Institute 401 East Pratt Street Baltimore MD 21202 521591820 501c3 24273 0 n/a n/a Youth programs Center for Creative Leadership PO Box 26300 Greensboro NC 27438 237079591 501c3 129162 0 n/a n/a Health SEVA Foundation 1786 Fifth Street Berkeley CA 94710 382231279 501c3 140544 0 n/a n/a Health Food For the Hungry 1224 East Washington Street Phoenix AZ 850341102 952680390 501c3 47065 0 n/a n/a Health Medical Care Development 8401 Colesville Road Ste 425 Silver Spring MD 20910 016022787 501c3 158140 0 n/a n/a Health Healy Family Foundation 77 Water Street 9th Floor New York NY 100054414 133531967 501c3 555279 0 n/a n/a Health Population Services International 1120 19th Street NW Ste 600 Washington DC 20036 560942853 501c3 563107 0 n/a n/a Health World Affairs Council of Dallas and Fort Worth 325 North St Paul Street No 4200 Dallas TX 75201 750855628 501c3 17185 0 n/a n/a Deliver program to PAX Orbis Institute 1818 Gaylord Street Denver CO 80206 841609946 501c3 21180 0 n/a n/a Deliver program to PAX 67 0 Scholarships and aid-STUDY ABROAD (incl. International Honors Program); Awards funded by restricted and endowed gifts of WL 95 198479 0 n/a n/a Scholarships and aid-SIT Graduate Institute; Awards funded by restricted and endowed gifts of WL 25 69981 0 n/a n/a Scholarships and aid-Experiment in International Living; Awards funded by restricted and endowed gifts of WL 479 1552186 0 n/a n/a Additional tuition/program fee assistance to participants of WL's enrollment-based offerings is provided. Along with such "general need" assistance, allowances are offered for tuition (staff family tuition waivers) and housing (Resident Assistants for on-campus Graduate Program). Unlike awarded scholarships, tuition "discounting" is not funded by restricted and endowed gifts to WL. Tuition assistance is available as part of World Learning's Benefit Plan to eligible employees who wish to take courses or obtain an SIT degree or certificate. Tuition assistance is also available for family members of WL employees who enroll/participate in any enrollment-based programs. There were five such award transactions in Fiscal 2012/Academic Year 2011-12; none of which were made to any individuals related to current or former officers, directors, trustees, key or highly-compensated employees of WL. 834 2759841 0 n/a n/a SchI_P01_S00_L02 Schedule I, Part I, Line 2 Monitoring use of grants to organizations in the US includes the following procedures: 1) Pre-award survey (for new grant recipients only); 2) Monthly or quarterly financial statements from recipients; 3) Payment to sub-recipient based on financial reports and operational cash-flow status of recipients; 4) Review of recipients' annual A-133 audit reports; 5) Programmatic reports from recipients; and 6) Conduct monitoring and evaluation to assess sub-recipient performance. SchI_P02_S00_L01 Schedule I, Part II, Line 1 Difference between reported grant amount on CORE, Part IX, Line 1 and total from Schedule I, Part II detailed listing is from 2 grants of less than $5,000 each to 501c3 entities, one for legislative fellows program with the other program health-based in its focus and deliverables. SchI_P03_S00_L00 Schedule I, Part III Monitoring use of student financial aid grants - The awarding of student financial aid grants under the US Department of Education's Student Financial Assistance Program are monitored by WL's Financial Aid Office, which ensures WL meets the compliance requirements of OMB Circular A-133. The Financial Aid Office is responsible for establishing and maintaining effective internal control over compliance with the requirements of laws, regulations, contracts and grants applicable to federal programs. The Financial Aid Office utilizes various methods for the fair disbursement of grant funds within the requirements set by each grant source. These student awards are reviewed during the A-133 audit as conducted by external independent auditor to ensure proper use of funds. X X X 1 0 0 0 0 0 0 0 0 Adam Weinberg 239161 0 12091 0 0 0 11958 0 12837 0 276047 0 0 0 Carol Jenkins 155000 0 0 0 0 0 7750 0 5748 0 168498 0 0 0 Nancy Rowden Brock 182700 0 0 0 0 0 8874 0 7812 0 199386 0 0 0 Lisa Gurwitch 195000 0 0 0 0 0 9750 0 10484 0 215234 0 0 0 Kevin Carew 150065 0 0 0 0 0 7085 0 11771 0 168921 0 0 0 Lynne Rosansky 177625 0 0 0 0 0 8626 0 12752 0 199003 0 0 0 Michael Kearney 89685 0 0 0 63911 0 97177 0 11945 0 262718 0 0 0 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 Michael Kearney received severance compensation from WL in 2011 of $63,911 [Sch J, Part II, (Biii)] and $92,675 in 2012 [Sch J, Part II, (C)]. X 148 actual retail costs X 6 53859 "mean" price per share 0 0 1 0 F990_P04_S00_L12a Form 990, Part IV, Line 12a As World Learning and its subsidiaries meet the GAAP requirements for consolidation, WL received consolidated audited financial statements for the fiscal year for which it is completing this 990 tax filing. An independent auditing firm conducted the audit of the financial statements. The audited financial statements were prepared in accordance with GAAP. F990_P06_S0A_L04 Form 990, Part VI, Section A, Line 4 A general revision/update was done to the by-laws on October 14, 2011. Primary change was to Section 2.5 - Student Trustees. Changes were 1) to "definition" to include program participants, as well as 2) changing inclusion from 'mandatory' to 'discretionary'. Minor changes to by-laws were to wording on term limits and composition of committees. F990_P06_S0B_L11b 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 from a national accounting firm. A "public" copy ("public" meaning exclusion of contributor detail from Schedule B) of the filing is then reviewed by World Learning's Audit Committee. Prior to electronic filing to the IRS, this "public" copy is made available to all members of World Learning's Board of Trustees. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c World Learning's Office of General Counsel circulates the "POLICY ABOUT FIDUCIARY RESPONSIBILITY, CONFLICT OF INTEREST, INTERMEDIATE SANCTIONS AND DISCLOSURES" forms to each Trustee annually, and also to Executive Committee members. The General Counsel reviews all responses 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." F990_P06_S0B_L15 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. F990_P06_S0C_L19 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. F990_P08_S00_L10c Form 990, Part VIII, Line 10c World Learning conducted unrelated business activity in FY12 for the following activities (event catering/facilities rental and a health clinic unit on campus. Expenses exceeded revenues in FY12 due to related costs from the termination of the health clinic unit in August, 2011. All relevant UBI information has been filed as part of World Learning's 2011 (FY12) 990T filing. F990_P11_S00_L05 Form 990, Part XI, Line 5 Net unrealized losses on investments World Learning Angola Rua 21 de Janeiro Q-5 Case 217 Barrio Morro Bento Luanda Municipality Samba AO Cross cultural training AO World Learning Inc 0 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 0 World Learning India Private LTD F-301 2nd Floor Lado Sarai New Delhi IN 110030 Cross cultural training IN World Learning Inc C 1233697 351672 0.99 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 1863582 486390 0.99 World Learning Australia Pty Ltd 20 Albert Street Blackburn Victoria AS 3130 Cross cultural training AS World Learning Inc C 1111377 224264 1 World Learning SC Callejon del Carmen 101 Colonia Centro Oaxaca MX 68000 Cross cultural training MX World Learning Inc C 54379 63116 0.99 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 1212696 36157 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 World Learning Angola l 9260676 Budgeted program costs/funding Fundacion World Learning (Argentina) l 1637220 Budgeted program costs/funding World Learning Cyprus Ltd l 16923 Budgeted program costs/funding Centro del Programma Educational SIT (Panama) l 323273 Budgeted progrm costs/funding World Learning Samoa Charitable Trust l 295194 Budgeted program costs/funding Association of World Learning in Switzerland l 2222622 Budgeted program costs/funding World Learning Inc (Zanzibar) l 1129357 Budgeted program costs/funding World Learning Australia Pty Ltd l 1435020 Budgeted program costs/funding World Learning do Brasil Intercambrio Educational Ltda l 2478112 Budgeted program costs/funding School for International Training SIT Toulouse l 1266133 Budgeted program costs/funding World Learning India Private LTD l 2177814 Budgeted program costs/funding World Learning SC l 803797 Budgeted program costs/funding The School for International Training (S Africa) l 2812107 Budgeted program costs/funding Fundacion Privada World Learning (Spain) l 1071525 Budgeted program costs/funding World Learning Angola o 9260676 BUsgeted program costs/funding Fundacion World Learning (Argentina) o 1637220 Budgeted program costs/funding World Learning Cyprus Ltd o 16923 Budgeted program costs/funding Centro del Programma Educational SIT (Panama) o 323273 Budgeted program costs/funding World Learning Samoa Charitable Trust o 295194 Budgeted program costs/funding Association of World Learning in Switzerland o 2222622 Budgeted program funding/costs World Learning Inc (Zanzibar) o 1129357 Budgeted program costs/funding World Learning Australia Pty Ltd o 1435020 Budgeted program costs/funding World Learning do Brasil Intercambrio Educational Ltda o 2478112 Budgeted program costs/funding School for International Training SIT Toulouse o 1266133 Budgeted program costs/funding World Learning India Private LTD o 2177814 Budgeted program costs/funding World Learning SC o 803797 Budgeted program costs/funding The School for International Training (S Africa) o 2812107 Budgeted program costs/funding Fundacion Privada World Learning (Spain) o 1071525 Budgeted program costs/funding World Learning applied for and received approval from the IRS for an initial 3-month extension to file this return by February 15. Limited internal resources had delayed gathering of organization-wide data and eventual compilation of required schedules, contracted review by tax firm, and final review by Board of Trustees in time for a February 15th electronic filing. A second extension was requested (and approved) by the IRS to May 15, 2013.