WORLD EDUCATION SERVICES INC: Form 990, tax year 2011
View the entire original 990 at ProPublica ↗
- Organization
- WORLD EDUCATION SERVICES INC (EIN 23-7396384)
- Tax period
- 2011-01-01 to 2011-12-31
- Filed
- 2012-08-14
- IRS object ID
- 201212279349301206
- Schema version
- 2011v1.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Timestamp | 2012-08-14T09:24:55-05:00 | Timestamp |
| Tax Period End Date | 2011-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 113518842 | EIN |
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKS PANETH & SHRON LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 622 THIRD AVENUE | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10017 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2011-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 237396384 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WORLD EDUCATION SERVICES INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | WORL | NameControl |
| Phone | 2122197329 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | MARIAM ASSEFA | Name |
| Title | EXECUTIVE DIRECTOR | Title |
| Phone | 2122197329 | Phone |
| Date Signed | 2012-08-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | ROBERT R LYONS CPA | Name |
| PTIN | P00227472 | PTIN |
| Phone | 2125038800 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2011 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | MARIAM ASSEFA | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 16144187 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c3 | X | Organization501c3 |
| Web Site | WWW.WES.ORG | WebSite |
| Type Of Organization Corporation | X | TypeOfOrganizationCorporation |
| Year Formation | 1974 | YearFormation |
| State Legal Domicile | NY | StateLegalDomicile |
| Activity Or Mission Description | THE MISSION OF WORLD EDUCATION SERVICES IS TO FOSTER THE INTEGRATION OF INTERNATIONALLY EDUCATED PERSONS INTO ACADEMIC AND PROFESSIONAL SETTINGS. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 9 | NbrIndependentVotingMembers |
| Total Nbr Employees | 152 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 61793 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 12805907 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 14922648 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 37994 | InvestmentIncomePriorYear |
| Investment Income Current Year | 11529 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 306752 | OtherRevenuePriorYear |
| Other Revenue Current Year | 256111 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 13212446 | TotalRevenuePriorYear |
| Total Revenue Current Year | 15190288 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 0 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 0 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 8291332 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 9936638 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 3774202 | OtherExpensePriorYear |
| Other Expenses Current Year | 3774305 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 12065534 | TotalExpensesPriorYear |
| Total Expenses Current Year | 13710943 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1146912 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 1479345 | RevenuesLessExpensesCY |
| Total Assets BOY | 7699653 | TotalAssetsBOY |
| Total Assets EOY | 9532580 | TotalAssetsEOY |
| Total Liabilities BOY | 1736049 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 2086633 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 5963604 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 7445947 | NetAssetsOrFundBalancesEOY |
| Mission Description | THE MISSION OF WORLD EDUCATION SERVICES IS TO FOSTER THE INTEGRATION OF INTERNATIONALLY EDUCATED PERSONS INTO ACADEMIC AND PROFESSIONAL SETTINGS. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 10887562 | Expense |
| Revenue | 14851948 | Revenue |
| Description | CREDENTIAL EVALUATIONS - WES OPERATES A FOREIGN CREDENTIAL EVALUATION SERVICE IN THE UNITED STATES AND CANADA. THE SERVICE PROCESSES APPLICATIONS FOR EVALUATION FOR EDUCATION (78%), EMPLOYMENT (10%), PROFESSIONAL LICENSING (9%), IMMIGRATIONS (1%), AND OTHER (2%). | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 324596 | Expense |
| Description | COMMUNITY ENGAGEMENT - WES HELPS SKILLED IMMIGRANTS OVERCOME THE BARRIERS THAT KEEP THEM FROM FULLY UTILIZING THEIR TALENTS AND EDUCATION IN THE UNITED STATES AND CANADA BY PROVIDING PROFESSIONAL DEVELOPMENT AND TRAINING TO THE STAFF OF COMMUNITY AND GOVERNMENT ORGANIZATIONS, DIRECT OUTREACH, AND RESEARCH STUDIES AND RESOURCES. | Description |
Activity3 Activity3
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 216398 | Expense |
| Revenue | 70700 | Revenue |
| Description | KNOWLEDGE RESOURCE EXCHANGE - WES PROVIDES TRAINING ON FOREIGN CREDENTIAL EVALUATION METHODS AND PROCEDURES, INTERNATIONAL RECRUITMENT STRATEGIES, AND COUNTRY EDUCATIONAL SYSTEMS THROUGH WORKSHOPS AND WEBINARS. WES PRODUCES WORLD EDUCATION NEWS & REVIEWS, A MONTHLY ONLINE PUBLICATION FOR PROFESSIONALS IN INTERNATIONAL EDUCATION, WHICH INCLUDES ANALYSES OF INTERNATIONAL TRENDS, "HOW TO" ARTICLES ON CREDENTIAL EVALUATION WITH SAMPLE DOCUMENTS, AND UP-TO-DATE PROFILES OF THE EDUCATIONAL SYSTEMS OF VARIOUS COUNTRIES. | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 11428556 | TotalProgramServiceExpense |
| Described In501 C3 | 1 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Lobbying Activities | 0 | LobbyingActivities |
| Subject To Proxy Tax | 0 | SubjectToProxyTax |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 1 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | ReportOtherLiabilities |
| Report Fin48 Footnote | 1 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 1 | ForeignOffice |
| Foreign Activities | 1 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 1 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Excess Benefit Transaction | 0 | ExcessBenefitTransaction |
| Prior Excess Benefit Transaction | 0 | PriorExcessBenefitTransaction |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 1 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Transfers To Exempt Non Chrtbl Org | 0 | TransfersToExemptNonChrtblOrg |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 17 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Number Of Employees | 152 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 1 | ForeignFinancialAccount |
| Name Of Foreign Country | CA | NameOfForeignCountry |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 9 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 1 | LocalChapters |
| Policies Reference Chapters | 1 | PoliciesReferenceChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 1 | CompensationProcessCEO |
| Compensation Process Other | 1 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| States Where Copy Of Return Is Filed | NY | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | CA | StatesWhereCopyOfReturnIsFiled |
| States Where Copy Of Return Is Filed | IL | StatesWhereCopyOfReturnIsFiled |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | STEVEN BOSS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 2122197329 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE BATTERY PARK PLAZA 3RD FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10004 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionA (19 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation | Key EmployeeKeyEmployee | Highest Compensated EmployeeHighestCompensatedEmployee |
|---|---|---|---|---|---|---|---|---|
| KENNETH J FORDE | ||||||||
| CHAIRMAN | 2.00 | X | X | 0 | 0 | 0 | ||
| JUNE NORONHA | ||||||||
| VICE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 | ||
| STEVEN BERGLUND | ||||||||
| SECRETARY - TREASURER | 1.00 | X | X | 0 | 0 | 0 | ||
| JOAN COLLIGAN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| ANN G DAW | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| HANS DE WIT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| DAVID LEYTON-BROWN | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| STEPHEN C DUNNETT | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARK GROSS | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| FRANCISCO MARMOLEJO | ||||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |||
| MARIAM ASSEFA | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | X | 284459 | 0 | 22316 | |||
| STEVEN BOSS | ||||||||
| DEPUTY EXEC. DIR./CFO | 40.00 | X | 177358 | 0 | 21109 | |||
| MARGARITA SIANOU | ||||||||
| DEPUTY EXEC. DIRECTOR | 40.00 | 164872 | 0 | 15140 | X | |||
| TIM OWEN | ||||||||
| SENIOR DIRECTOR - WES CANADA | 40.00 | 164000 | 0 | 12156 | X | |||
| JOSEPH BILLI | ||||||||
| DIRECTOR OF IT AND CIO | 40.00 | 152977 | 0 | 18819 | X | |||
| LISA CONNORS | ||||||||
| DIRECTOR OF FINANCE AND ADMIN | 40.00 | 126093 | 0 | 8015 | X | |||
| LOULADEY ASSEFA | ||||||||
| EXTERNAL EVALUATION | 40.00 | 122550 | 0 | 7353 | X | |||
| PAUL FELTMAN | ||||||||
| SENIOR DIR. - COMMUNITY ENGAGEMENT | 40.00 | 106535 | 0 | 20875 | X | |||
| FRANK GUTILLA | ||||||||
| DIRECTOR OF MARKETING | 40.00 | 103241 | 0 | 6564 | X | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 1402085 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 132347 | TotalOtherCompensation |
| Number Individuals GT100 K | 9 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 1 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| STARPOINT SOLUTIONS LLC | |||||
| 22 CORTLANDT STREET | NEW YORK | NY | 10006 | SOFTWARE DEVELOPMENT | 949750 |
| PHILIP HOLZER & ASSOCIATES | |||||
| 525 WEST 52ND STREET | NEW YORK | NY | 10019 | PRINTING | 103680 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EDUCATION EVALUATION | 611710 | 14851948 | 14851948 |
| WORKSHOP INCOME | 611710 | 70700 | 70700 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 14922648 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 28246 | TotalRevenueColumn |
| Exclusion | $28,246 | ExclusionAmount |
Gross Rents GrossRents
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 169260 | Real |
Less Rental Expenses LessRentalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 0 | Real |
Rental Income Or Loss RentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | 169260 | Real |
Net Rental Income Or Loss NetRentalIncomeOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 169260 | TotalRevenueColumn |
| Exclusion | $169,260 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 937182 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 953899 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -16717 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -16717 | TotalRevenueColumn |
| Exclusion | -$16,717 | ExclusionAmount |
Other Revenue Misc OtherRevenueMisc (2 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | ExclusionExclusionAmount |
|---|---|---|---|
| OTHER INCOME | 900099 | 94409 | $94,409 |
| TRANSLATION LOSS | 900099 | -7558 | -$7,558 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Revenue | 86851 | TotalOtherRevenue |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 15190288 | TotalRevenueColumn |
| Related Or Exempt Function Income | 14922648 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $267,640 | ExclusionAmount |
Comp Current Officers Directors CompCurrentOfficersDirectors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 861410 | Total |
| Program Services | 717842 | ProgramServices |
| Management And General | 143568 | ManagementAndGeneral |
Other Salaries And Wages OtherSalariesAndWages
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7453591 | Total |
| Program Services | 6211800 | ProgramServices |
| Management And General | 1241791 | ManagementAndGeneral |
Pension Plan Contributions PensionPlanContributions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 324333 | Total |
| Program Services | 270348 | ProgramServices |
| Management And General | 53985 | ManagementAndGeneral |
Other Employee Benefits OtherEmployeeBenefits
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 750940 | Total |
| Program Services | 624666 | ProgramServices |
| Management And General | 126274 | ManagementAndGeneral |
Payroll Taxes PayrollTaxes
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 546364 | Total |
| Program Services | 455180 | ProgramServices |
| Management And General | 91184 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 52515 | Total |
| Program Services | 44555 | ProgramServices |
| Management And General | 7960 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 74184 | Total |
| Program Services | 1536 | ProgramServices |
| Management And General | 72648 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 271955 | Total |
| Program Services | 232532 | ProgramServices |
| Management And General | 39423 | ManagementAndGeneral |
Advertising Advertising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 50185 | Total |
| Program Services | 45507 | ProgramServices |
| Management And General | 4678 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 214936 | Total |
| Program Services | 183943 | ProgramServices |
| Management And General | 30993 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 84502 | Total |
| Program Services | 70665 | ProgramServices |
| Management And General | 13837 | ManagementAndGeneral |
Occupancy Occupancy
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 918628 | Total |
| Program Services | 773279 | ProgramServices |
| Management And General | 145349 | ManagementAndGeneral |
Travel Travel
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 228876 | Total |
| Program Services | 188920 | ProgramServices |
| Management And General | 39956 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 220908 | Total |
| Program Services | 191730 | ProgramServices |
| Management And General | 29178 | ManagementAndGeneral |
Depreciation Depletion DepreciationDepletion
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 226420 | Total |
| Program Services | 188036 | ProgramServices |
| Management And General | 38384 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25698 | Total |
| Program Services | 13754 | ProgramServices |
| Management And General | 11944 | ManagementAndGeneral |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| CREDIT CARD/BANK FEES | 514644 | 494873 | 19771 |
| POSTAGE AND SHIPPING | 468702 | 391053 | 77649 |
| MISCELLANEOUS AND OTHER | 158048 | 104689 | 53359 |
| EQUIPMENT RENTAL | 142833 | 122056 | 20777 |
All Other Expenses AllOtherExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 121271 | Total |
| Program Services | 101592 | ProgramServices |
| Management And General | 19679 | ManagementAndGeneral |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 13710943 | Total |
| Program Services | 11428556 | ProgramServices |
| Management And General | 2282387 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 385158 | BOY |
| EOY | 342029 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4013008 | BOY |
| EOY | 4156316 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 65958 | BOY |
| EOY | 56050 | EOY |
Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 134846 | BOY |
| EOY | 196119 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Buildings Equipment Basis | 2493792 | LandBuildingsEquipmentBasis |
| Land Bldg Equipment Accum Deprec | 505343 | LandBldgEquipmentAccumDeprec |
Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1188952 | BOY |
| EOY | 1988449 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1911731 | BOY |
| EOY | 2793617 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7699653 | BOY |
| EOY | 9532580 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1117147 | BOY |
| EOY | 1496170 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 618902 | BOY |
| EOY | 590463 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 1736049 | BOY |
| EOY | 2086633 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5963604 | BOY |
| EOY | 7445947 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 5963604 | BOY |
| EOY | 7445947 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7699653 | BOY |
| EOY | 9532580 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 1479345 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 2998 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | X | PubliclySupportedOrg509a2 |
Gifts Grants Contrib Received509 GiftsGrantsContribReceived509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 169037 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 223182 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 222410 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 61793 | CurrentTaxYearMinus1Year |
| Total | 676422 | Total |
Gross Receipts From Admissions GrossReceiptsFromAdmissions
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9345264 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10544700 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11091501 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12805907 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14922648 | CurrentTaxYear |
| Total | 58710020 | Total |
Total509 Total509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9514301 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 10767882 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11313911 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 12867700 | CurrentTaxYearMinus1Year |
| Current Tax Year | 14922648 | CurrentTaxYear |
| Total | 59386442 | Total |
Amts Recd From Disqual Persons AmtsRecdFromDisqualPersons
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Amts From Subst Contributors AmtsFromSubstContributors
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
Support From DQ Ps Etc SupportFromDQPsEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 0 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | 59386442 | PublicSupportTotal509 |
Gross Investment Income509 GrossInvestmentIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 414683 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 307261 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 291004 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 223106 | CurrentTaxYearMinus1Year |
| Current Tax Year | 197506 | CurrentTaxYear |
| Total | 1433560 | Total |
Investment Income And UBTI InvestmentIncomeAndUBTI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 414683 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 307261 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 291004 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 223106 | CurrentTaxYearMinus1Year |
| Current Tax Year | 197506 | CurrentTaxYear |
| Total | 1433560 | Total |
Other Income509 OtherIncome509
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 58070 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 44576 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 101256 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 118510 | CurrentTaxYearMinus1Year |
| Current Tax Year | 86851 | CurrentTaxYear |
| Total | 409263 | Total |
Total Support Total TotalSupportTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | 9987054 | CurrentTaxYearMinus4Years |
| Current Tax Year Minus3 Years | 11119719 | CurrentTaxYearMinus3Years |
| Current Tax Year Minus2 Years | 11706171 | CurrentTaxYearMinus2Years |
| Current Tax Year Minus1 Year | 13209316 | CurrentTaxYearMinus1Year |
| Current Tax Year | 15207005 | CurrentTaxYear |
| Total | 61229265 | Total |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Percentage509 | 0.96990 | PublicSupportPercentage509 |
| Prior Year Support Percentage | 0.96380 | PriorYearSupportPercentage |
| Investment Income Percentage | 0.02340 | InvestmentIncomePercentage |
| Prior Yr Invest Income Percentage | 0.02910 | PriorYrInvestIncomePercentage |
| Thirty Three Percnt Tests CY509 | X | ThirtyThreePercntTestsCY509 |
| General Explanation | SCHEDULE A, PART II, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME TRANSLATION GAIN (LOSS) | GeneralExplanation |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovements
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 215317 | OtherCostOrOtherBasis |
| Depreciation | 94952 | Depreciation |
| Book Value | 120365 | BookValue |
Equipment Equipment
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 268951 | OtherCostOrOtherBasis |
| Depreciation | 175053 | Depreciation |
| Book Value | 93898 | BookValue |
Other Land Buildings OtherLandBuildings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | 2009524 | OtherCostOrOtherBasis |
| Depreciation | 235338 | Depreciation |
| Book Value | 1774186 | BookValue |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 1988449 | TotalOfBookValueLandBuildings |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | DEFERRED RENT AND OTHER | Description |
| Amount | $590,463 | Amount |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 590463 | TotalOfAmounts |
| Total Revenue | 15190288 | TotalRevenue |
| Total Expenses | 13710943 | TotalExpenses |
| Excess Or Deficit For Year | 1479345 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 2998 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 2998 | TotalAdjustments |
| Excess Or Deficit Per FS | 1482343 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 15193286 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 2998 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 2998 | RevenueNotRptdF990 |
| Revenue Subtotal | 15190288 | RevenueSubtotal |
| Revenue Not Rptd On Fin Stmt | 0 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 15190288 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 13710943 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 13710943 | ExpensesSubtotal |
| Expenses Not Rptd On Fin Stmt | 0 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 13710943 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: | Identifier |
| Return Reference | PART X: | ReturnReference |
| Explanation | WES HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2011 AND 2010 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740 ("INCOME TAXES"), WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. WES IS NO LONGER SUBJECT TO FEDERAL OR STATE AND LOCAL INCOME TAX EXAMINATIONS BY TAX AUTHORITIES FOR YEARS ENDED BEFORE DECEMBER 31, 2008. | Explanation |
Schedule F IRS990ScheduleF
Accts Actvs Out US Table AcctsActvsOutUSTable
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | NORTH AMERICA | Region |
| Number Of Offices | 1 | NumberOfOffices |
| Number Of Employees | 19 | NumberOfEmployees |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConducted |
| Specific Services Provided | EVALUATION OF CREDENTIALS, TRAINING & PUBLICATIONS, AND COMMUNITY ENGAGEMENT | SpecificServicesProvided |
| Total Expenditures | 1582362 | TotalExpenditures |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Number Of Offices | 1 | SubtotalNumberOfOffices |
| Subtotal Number Of Employees | 19 | SubtotalNumberOfEmployees |
| Cont Number Of Offices | 0 | ContNumberOfOffices |
| Cont Number Of Employees | 0 | ContNumberOfEmployees |
| Total Number Of Offices | 1 | TotalNumberOfOffices |
| Total Number Of Employees | 19 | TotalNumberOfEmployees |
| Subtotal Amount Spent | 1582362 | SubtotalAmountSpent |
| Cont Amount Spent | 0 | ContAmountSpent |
| Total Amount Spent | 1582362 | TotalAmountSpent |
| Transfer To Foreign Corp | 0 | TransferToForeignCorp |
| Interest In Foreign Trust | 0 | InterestInForeignTrust |
| Own Foreign Corp | 0 | OwnForeignCorp |
| Passive Foreign Invest Co | 0 | PassiveForeignInvestCo |
| Foreign Partnership | 0 | ForeignPartnership |
| Boycott Countries | 0 | BoycottCountries |
Form990 Schedule F Part V Form990ScheduleFPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | METHOD USED TO ACCCOUNT FOR EXPENDITURES: | Identifier |
| Explanation | SCHEDULE F, PART I, LINE 3: THE EXPENDITURES REPORTED IN COLUMN F REPRESENT THE ANNUAL EXPENDITURES OF WORLD EDUCATION SERVICES, CANADA (A BRANCH OF WORLD EDUCATION SERVICES, INC.) TRANSLATED INTO U.S. DOLLARS. | Explanation |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | X | IndependentConsultant |
| Compensation Survey | X | CompensationSurvey |
| Board Or Committee Approval | X | BoardOrCommitteeApproval |
| Severance Payment | 0 | SeverancePayment |
| Supplemental Nonqual Retire Plan | 0 | SupplementalNonqualRetirePlan |
| Equity Based Comp Arrangement | 0 | EquityBasedCompArrangement |
| Comp Based On Revenue Of Filing Org | 0 | CompBasedOnRevenueOfFilingOrg |
| Comp Based On Revenue Related Orgs | 0 | CompBasedOnRevenueRelatedOrgs |
| Comp Based Net Earnings Filing Org | 0 | CompBasedNetEarningsFilingOrg |
| Comp Based Net Earnings Relate Orgs | 0 | CompBasedNetEarningsRelateOrgs |
| Any Non Fixed Payments | 1 | AnyNonFixedPayments |
| Initial Contract Exception | 0 | InitialContractException |
Form990 Schedule J Part II Form990ScheduleJPartII (5 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrg | Comp Based On Related OrgsCompBasedOnRelatedOrgs | Bonus Filing OrgBonusFilingOrg | Bonus Related OrgsBonusRelatedOrgs | Other Compensation Filing OrgOtherCompensationFilingOrg | Other Compensation Related OrgsOtherCompensationRelatedOrgs | Deferred Comp Filing OrgDeferredCompFilingOrg | Deferred Comp Related OrgsDeferredCompRelatedOrgs | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrg | Nontaxable Benefits Related OrgsNontaxableBenefitsRelatedOrgs | Total Compensation Filing OrgTotalCompensationFilingOrg | Total Compensation Related OrgsTotalCompensationRelatedOrgs | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrg | Comp Report Prior990 Related OrgsCompReportPrior990RelatedOrgs |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARIAM ASSEFA | |||||||||||||
| 232259 | 0 | 52200 | 0 | 0 | 0 | 17068 | 0 | 5248 | 0 | 306775 | 0 | 0 | 0 |
| STEVEN BOSS | |||||||||||||
| 156988 | 0 | 20370 | 0 | 0 | 0 | 10641 | 0 | 10468 | 0 | 198467 | 0 | 0 | 0 |
| MARGARITA SIANOU | |||||||||||||
| 145302 | 0 | 19570 | 0 | 0 | 0 | 9892 | 0 | 5248 | 0 | 180012 | 0 | 0 | 0 |
| TIM OWEN | |||||||||||||
| 147000 | 0 | 17000 | 0 | 0 | 0 | 9840 | 0 | 2316 | 0 | 176156 | 0 | 0 | 0 |
| JOSEPH BILLI | |||||||||||||
| 136677 | 0 | 16300 | 0 | 0 | 0 | 9179 | 0 | 9640 | 0 | 171796 | 0 | 0 | 0 |
Form990 Schedule J Part III Form990ScheduleJPartIII
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Reference | PART I, LINE 7 | ReturnReference |
| Explanation | WES HAS A PERFORMANCE-BASED INCENTIVE PLAN WITH PAYMENT LEVELS SET AT YEAR-CLOSE BY THE BOARD. | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Amount Of TransactionAmountOfTransaction | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|---|
| LOULADEY ASSEFA | |||
| SEE BELOW | 129903 | SEE BELOW | 0 |
| HEATHER VELEZ | |||
| SEE BELOW | 40808 | SEE BELOW | 0 |
Form990 Schedule L Part V Form990ScheduleLPartV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Identifier | SCHEDULE L, PART IV: | Identifier |
| Return Reference | BUSINESS TRANSACTIONS WITH INTERESTED PERSONS: | ReturnReference |
| Explanation | LOULADEY ASSEFA IS A RELATIVE OF MARIAM ASSEFA, THE ORGANIZATION'S CEO, AND RECEIVED EMPLOYEE COMPENSATION FROM THE ORGANIZATION IN 2011.HEATHER VELEZ IS A RELATIVE OF STEPHEN C. DUNNETT, A TRUSTEE OF THE ORGANIZATION, AND RECEIVED EMPLOYEE COMPENSATION FROM THE ORGANIZATION IN 2011. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| Return ReferenceReturnReference | ExplanationExplanation | IdentifierIdentifier |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS REVIEWED BY THE CHIEF FINANCIAL OFFICER AND THE CHIEF EXECUTIVE OFFICER. COPIES ARE THEN SENT TO EACH MEMBER OF THE FINANCE AND AUDIT COMMITTEE FOR REVIEW. FOLLOWING REVIEW BY THE FINANCE AND AUDIT COMMITTEE, COPIES ARE SENT OUT TO THE ENTIRE BOARD OF TRUSTEES BEFORE FILING. | |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH YEAR, ALL BOARD TRUSTEES, AS WELL AS SENIOR MANAGEMENT STAFF, ARE REQUIRED TO COMPLETE AND SIGN A "CONFLICT OF INTEREST DISCLOSURE FORM." THIS IS DONE IN THE FIRST HALF OF THE YEAR. EACH SIGNER INDICATES THAT THEY HAVE READ THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND INDICATES WHETHER THEY DO OR DO NOT HAVE A CONFLICT OR A POTENTIAL CONFLICT. THESE FORMS ARE REVIEWED BY THE ORGANIZATION'S CHIEF FINANCIAL OFFICER FOR COMPLIANCE. TO DATE, THERE HAS BEEN COMPLIANCE WITH THE POLICY. SHOULD A CONFLICT BE FOUND, THE ORGANIZATION WILL ADDRESS SUCH CONFLICT ON A CASE BY CASE BASIS. | |
| FORM 990, PART VI, SECTION B, LINE 15 | EVERY TWO TO THREE YEARS, THE ORGANIZATION ENGAGES AN INDEPENDENT COMPENSATION CONSULTANT TO REVIEW THE ORGANIZATION'S SALARIES, SALARY STRUCTURE, AND SALARY POLICY AND MAKE RECCOMENDATIONS FOR CHANGES. COMPARABILITY DATA IS USED. THE COMPENSATION CONSULTANT REPORTS TO THE FINANCE AND AUDIT COMMITTEE. THE FULL REPORT IS APPROVED BY THE BOARD OF TRUSTEES. THE COMPENSATION REPORT ADDRESSES THE COMPARABILITY OF THE EXECUTIVE DIRECTOR'S/CEO'S SALARY AS WELL AS THE SALARY OF ALL OFFICERS AND KEY EMPLOYEES. IN ADDITION, THE BOARD OF TRUSTEES ANNUALLY APPROVES AND PROVIDES SUBSTANTIATION OF THE DELIBERATION AND DECISION REGARDING THE EXECUTIVE DIRECTOR'S/CEO'S SALARY. | |
| FORM 990, PART VI, SECTION C, LINE 19 | WES MAKES ITS FORM 990 AVAILABLE UPON REQUEST. | |
| FORM 990, PART XI, LINE 5: | NET UNREALIZED GAINS ON INVESTMENTS: 2,998. | CHANGES IN NET ASSETS OR FUND BALANCES: |
| FORM 990, PART XII, LINE 2C: | THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT AND SELECTION PROCESS FOR THE PREPARATION OF ITS FINANCIAL STATEMENTS FROM THE PRIOR YEAR. |