2012-04-14T16:38:06-05:00 2011-11-30 HOWARD & CO LLP 8350 MEADOW ROAD SUITE 286 DALLAS TX 75231 990 2010-12-01 750855628 WORLD AFFAIRS COUNCIL OF DALLASFORT WORTH WORL 2149658400 325 N ST PAUL STREET NO 4200 DALLAS TX 75201 JAMES N FALK 2149658400 2012-04-14 1 PAUL D KNUTSON 2143460750 2010 2016-02-24 21:20:13Z JAMES N FALK 325 N ST PAUL STREET NO 4200 DALLAS TX 75201 2528642 0 X WWW.DFWWORLD.ORG X 1951 TX PROMOTING INTERNATIONAL UNDERSTANDING THROUGH SEMINARS AND EDUCATIONAL PROGRAMS. 65 64 21 265 0 0 1608352 1904419 224008 256695 6680 4451 209109 121133 2048149 2286698 0 0 0 0 1195865 1188330 0 0 356508 877345 936012 2073210 2124342 -25061 162356 1894502 2130294 369850 437688 1524652 1692606 X THE MISSION OF THE NONPROFIT, NONPARTISAN WORLD AFFAIRS COUNCIL OF DALLAS/FORT WORTH IS TO PROMOTE INTERNATIONAL AWARENESS, UNDERSTANDING AND CONNECTIONS THROUGH ITS MULTIFACETED PROGRAMS. THE COUNCIL WORKS TO ENHANCE THE REGION'S GLOBAL STATURE AND TO PREPARE NORTH TEXANS TO THRIVE IN OUR COMPLEX WORLD. 0 0 1440670 256695 SPEAKER PROGRAMS: THE COUNCIL PRESENTS OVER 90 PROGRAMS ANNUALLY, PRIMARILY FOCUSING ON THE INTERNATIONAL ASPECTS OF BUSINESS, POLITICS, CULTURE AND FOREIGN POLICY. WITH THE GOAL OF CONNECTING NORTH TEXAS WITH THE WORLD, THE COUNCIL HAS BEEN EDUCATING METROPLEX CITIZENS ON GLOBAL AFFAIRS SINCE 1951. TODAY, IT SERVES AS A GATEWAY TO THE WORLD FOR THE REGION, OFFERING AN IMPRESSIVE RANGE OF PROGRAMS AND EVENTS FOR THE PUBLIC AND ITS MORE THAN 3,500 MEMBERS. PROGRAMS THAT ATTRACTED SPECIAL RECOGNITION INCLUDED ONES FEATURING DAVID MCCULLOUGH, DANIEL YERGIN, GENERAL RAY ODIERNO AND, IN NOVEMBER, OUR COUNCIL WAS THE ONLY WORLD AFFAIRS COUNCIL INVITED TO HOST CONDOLEEZZA RICE DURING HER BOOK TOUR FOR NO HIGHER HONOR. THIS BY ITSELF WOULD HAVE BEEN SIGNIFICANT, BUT JAMES A. BAKER JOINED DR. RICE FOR A DISCUSSION IN DALLAS, WHICH DREW A CAPACITY AUDIENCE OF 1,000 GUESTS. INTERNATIONAL VISITOR LEADERSHIP: THE MISSION OF THE INTERNATIONAL VISITOR PROGRAM IS TO HELP BRIDGE CULTURES THROUGH PERSON-TO-PERSON INTERNATIONAL EXCHANGES. THE COUNCIL'S IVP COORDINATES STATE DEPARTMENT-SPONSORED VISITS OF HIGH-LEVEL DELEGATIONS AND LEADERS FROM AROUND THE WORLD. WORKING WITH AN EXTENSIVE TEAM OF LOCAL VOLUNTEERS, BUSINESSES AND COMMUNITY LEADERS, THE PROGRAM PLAYS A KEY ROLE IN BUILDING PUBLIC DIPLOMACY AND INTERNATIONAL CONNECTIONS FOR THE REGION. EVERY YEAR, THE COUNCIL WELCOMES A DELEGATION OF TEN TEENS FROM IRAQ AS PART OF THE IRAQI YOUNG LEADERS PROGRAM. DURING THEIR VISIT, THE YOUTH STAY WITH HOME HOSTS AND GET A TASTE OF THE LOCAL CULTURE.INTERNATIONAL EDUCATION INITIATIVE: THE INTERNATIONAL EDUCATION PROGRAM (IEP) OF THE WORLD AFFAIRS COUNCIL OF DALLAS/FORT WORTH SEEKS TO EDUCATE STUDENTS AND TEACHERS ON HOW GLOBAL ISSUES AFFECT THEIR LIVES BY HELPING THEM GAIN A CRITICAL UNDERSTANDING OF IMPORTANT INTERNATIONAL TOPICS AND EMPOWERING THEM TO BECOME INFORMED, INDEPENDENT THINKERS ABOUT WORLD AFFAIRS. IEP PROVIDES A GLOBAL PERSPECTIVE FOR TEACHERS AND STUDENTS, EDUCATES STUDENTS ABOUT GLOBAL ISSUES THROUGH INTERACTIVE PROGRAMS BOTH ON AND OFF CAMPUS, CONDUCTS PROFESSIONAL DEVELOPMENT PROGRAMS, INCLUDING THOSE FOR GIFTED AND TALENTED CREDIT, FOR TEACHERS AND PROVIDE THEM WITH CURRENT RESOURCES AND DEVELOPS AND PRESENTS COUNTRY SPECIFIC WORKSHOPS FOR TEACHERS. 1440670 1 1 0 0 0 0 0 0 1 1 1 0 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 0 1 13 0 1 21 1 0 0 0 0 0 1 1 0 0 X 65 64 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 X X X HASSAN TAHAT 2149658400 325 N ST PAUL STREET SUITE 4200 DALLAS TX 75201 TIMOTHY E POWERS 4.00 X 0 0 0 VICTOR ALMEIDA 1.00 X 0 0 0 ANDREW M BAKER 1.00 X 0 0 0 MARK W BAYER 1.00 X 0 0 0 LUCY BILLINGSLEY 1.00 X 0 0 0 SANO BLOCKER 1.00 X 0 0 0 TALMAGE BOSTON 1.00 X 0 0 0 DR GENE BUINGER 1.00 X 0 0 0 C KEITH CARGILL 1.00 X 0 0 0 CURTIS G CARLSON 1.00 X 0 0 0 ALLISON CERRA 1.00 X 0 0 0 THOMAS W CODD 1.00 X 0 0 0 JORDAN COWMAN 1.00 X 0 0 0 KEVIN E COX 1.00 X 0 0 0 W ALLEN CUSTARD III 1.00 X 0 0 0 MICHAEL B DECKER 1.00 X 0 0 0 JEFFREY P FEGAN 1.00 X 0 0 0 STEPHEN GARDNER PHD 1.00 X 0 0 0 PAN K GARNER PHD 1.00 X 0 0 0 GREG GERSTENHABER 1.00 X 0 0 0 MARK GOGLIA 1.00 X 0 0 0 JOSE GUTIERREZ 1.00 X 0 0 0 ABE HADDAD 1.00 X 0 0 0 BRUCE HAMILTON PHD 1.00 X 0 0 0 ANN HEINZ 1.00 X 0 0 0 HUNTER L HUNT 1.00 X 0 0 0 ROBERT W KANTNER 1.00 X 0 0 0 LINDA KAO 1.00 X 0 0 0 GERALD P KENNEY 1.00 X 0 0 0 WILLIAM M KRAMER 1.00 X 0 0 0 DR CHARLES KU DDS 1.00 X 0 0 0 MORRI LELAND 1.00 X 0 0 0 GRAY MAYES 1.00 X 0 0 0 DIANE S MCNULTY PHD 1.00 X 0 0 0 KATHY L NEALY 1.00 X 0 0 0 JAMES C OBERWETTER 1.00 X 0 0 0 YOUSUF OMAR 1.00 X 0 0 0 PAUL PANDIAN 1.00 X 0 0 0 BRENDA PEJOVICH 1.00 X 0 0 0 MICHAEL R PERRY 1.00 X 0 0 0 JAMES RILEY 1.00 X 0 0 0 RANDY ROBASON 1.00 X 0 0 0 KRISTAN ROBINSON 1.00 X 0 0 0 AMIR RUPANI 1.00 X 0 0 0 JOHN P RYAN 1.00 X 0 0 0 GAIL SACHSON 1.00 X 0 0 0 JOAN SCOTT 1.00 X 0 0 0 TREM SMITH 1.00 X 0 0 0 PAUL K STAFFORD 1.00 X 0 0 0 LEE C TASHJIAN 1.00 X 0 0 0 CATHERINE B TAYLOR 1.00 X 0 0 0 PRASAD THOTAKURA 1.00 X 0 0 0 RICE M TILLEY JR 1.00 X 0 0 0 WILLIAM M TSUTSUI PHD 1.00 X 0 0 0 BETSY BRADLEY URSCHEL 1.00 X 0 0 0 JAMES WATERS 1.00 X 0 0 0 H RON WHITE 1.00 X 0 0 0 DONNA WILHELM 1.00 X 0 0 0 AHMED YANOURI 1.00 X 0 0 0 JAY T YOUNG 1.00 X 0 0 0 JAMES N FALK 40.00 X X 197225 0 0 SHAWN BHAGAT 2.00 X 0 0 0 PHILLIP DRAYER 2.00 X 0 0 0 HICKS B MORGAN 2.00 X 0 0 0 MARJORIE A ADAMS 2.00 X 0 0 0 197225 0 0 1 0 1 0 FOUR POINT STAR 325 N ST PAUL STREET TOWER II S DALLAS TX 75201 OFFICE RENTAL AND UTILITIES 125635 HYATT REGENCY DFW PO BOX 200210 DALLAS TX 75320 HOSTING FUNDRAISING EVENTS/FOODS & BEVER 109354 UNITED HEALTHCARE PO BOX 41738 PHILADELPHIA PA 19101 STAFF MEDICAL INSURANCE 100903 3 259662 571000 353547 720210 1904419 EDUCATION PROGRAM FEES 611710 256695 256695 256695 4451 4451 355009 571000 241944 113065 113065 OTHER REVENUE 900099 8068 8068 8068 2286698 269214 0 113065 154500 101800 30900 21800 775137 537022 70507 167608 30582 13113 16576 893 158223 100783 16528 40912 69888 49648 7331 12909 18557 2015 16542 25900 25900 39803 14808 24995 218318 177557 24394 16367 47146 17485 19336 10325 99094 54698 21980 22416 44996 39995 4451 550 9409 1702 5304 2403 81801 8583 73218 12005 6967 4508 530 HOSPITALITY & MEALS 203474 198173 3489 1812 GENERAL GIFTS 39905 39145 760 SPEAKER FEES 22740 22740 GROUND TRANSPORTATION 21111 21111 MISCELLANEOUS 21048 12037 4878 4133 30705 21288 7222 2195 2124342 1440670 327164 356508 57079 600596 593736 271722 237686 471038 26337 16449 708595 338536 391818 370059 36728 48505 551118 351925 1894502 2130294 353250 416973 16600 20715 369850 437688 X 1019096 925923 212902 449729 292654 316954 1524652 1692606 1894502 2130294 X 162356 5598 X X 0 1 1 X 0 X 1313355 1524993 1360842 1608352 1904419 7711961 1313355 1524993 1360842 1608352 1904419 7711961 112901 7599060 39575 22665 13026 6680 4451 86397 10511 7259 5104 6425 8068 37367 7835725 3416251 0.96980 0.92850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 292654 24300 316954 259291 35057 -1694 292654 165446 92151 1694 259291 1.00000 0 0 708595 338536 370059 370059 CERTIFICATE OF DEPOSIT 351925 C 351925 2286698 2124342 162356 5598 5598 167954 2535160 5598 242864 248462 2286698 0 2286698 2367206 242864 242864 2124342 0 2124342 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: HAVING A PERMANENT ENDOWMENT FUND STRENGTHENS OUR MISSION BY BRINGING INTERNATIONAL AFFAIRS DIRECTLY TO NORTH TEXAS STUDENTS, GIVING YOUNG PEOPLE OPPORTUNITIES TO HEAR AND MEET SOME OF THE WORLD'S MOST DISTINGUISHED LEADERS, AUTHORS AND DIPLOMATS. WHEN STUDENTS HAVE THE OPPORTUNITY TO ATTEND WORLD AFFAIRS COUNCIL EVENTS, THEY HAVE THE PRIVILEGED OCCASION TO BE INTRODUCED FIRST-HAND TO INTERNATIONAL CONCEPTS AND INDIVIDUALS WHO SHAPE GLOBAL OPINION. MORE THAN 4,500 NORTH TEXAS HIGH SCHOOL AND MIDDLE SCHOOL STUDENTS HAVE PARTICIPATED IN WORLD AFFAIRS COUNCIL SPEAKER EVENTS THIS YEAR. FUNDRAISING EVENTS 926009 571000 355009 103091 1050 137803 926009 571000 355009 103091 1050 137803 241944 113065 X X X X X 0 0 0 0 0 0 0 0 0 JAMES N FALK 154500 0 20000 0 22725 0 0 0 0 0 197225 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 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 ANY CHANGES IN STATUS. THE GOVERNANCE COMMITTEE REVIEWS AND DOCUMENTS WHEN CIRCUMSTANCES REQUIRE. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE EXECUTIVE COMMITTEE. COMPARISON AND EVALUATION OF HIS SALARY IS MADE WITH PEER ORGANIZATIONS IN DALLAS/FORT WORTH AS WELL AS WITH OTHER COMPARABLE WORLD AFFAIRS COUNCILS IN THE UNITED STATES. THE CEO'S PERFORMANCE IS REVIEWED ANNUALLY AND COMPARED WITH WRITTEN OBJECTIVES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATIONS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FORM 990 ARE MADE AVAILABLE TO THE PUBLIC ON ITS WEBSITE, OTHERS' WEBSITES, AND UPON REQUEST. CHANGES IN NET ASSETS OR FUND BALANCES: FORM 990, PART XI, LINE 5: NET UNREALIZED GAINS ON INVESTMENTS: 5,598. FORM 990, PART XI, LINE 2C: THE AUDIT COMMITTEE SELECTS AND DISCUSSES THE AUDITOR EACH YEAR. THERE IS AN INITIAL DISCUSSION WITH THE AUDITOR AND AUDIT WRAP-UP MEETING TO DISCUSS THE RESULTS OF THE PROCEDURES PERFORMED. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS.