2011-04-01T22:21:18-05:00 2010-06-30 KPMG LLP 55 Second Street 1400 San Francisco CA 94105 990 2009-07-01 200049703 Wikimedia Foundation Inc WIKI 4158396885 149 New Montgomery 3rd Floor San Francisco CA 94105 Veronique Kessler 2011-03-29 4159635100 2009 2016-02-24 21:20:13Z Veronique Kessler 149 New Montgomery 3rd Floor San Francisco CA 94105 16508344 false X www.wikimediafoundation.org X 2003 FL The wikimedia foundation supports wikipedia and eight other wiki-based projects designed to enable people around the world to collaboratively develop educational materials for the benefit of all. 10 10 36 100000 0 0 7664458 15226464 422906 1149842 17954 9270 31917 -130710 8137235 16254866 17709 383083 0 0 2073313 3303543 0 0 1359770 2992613 6255225 5083635 9941851 3053600 6313015 8602135 15425177 370368 882446 8231767 14542731 The mission of the Wikimedia Foundation is to empower and engage people around the world to collect and develop educational content under a free license or in the public domain and to disseminate it effectively and globally. In collaboration with a network of chapters, the Foundation provides the essential infrastructure and an organizational framework for the support and development of multilingual wiki projects and other endeavors which serve this mission. The Foundation will make and keep useful information from its projects available on the Internet free of charge, in perpetuity. false false 3268986 0 1149842 Support Wikipedia.org (the 5th most popular web property in the world) and other websites where volunteers can collaborate to develop free educational resources. The Foundation's projects are used by more than 375 million people a month and are available in more than 270 languages and contain more than 16 million volunteer-authored articles. The overwhelming majority of the Foundation's project activities are carried out by an international network of volunteers whose activity is not reflected in Part IX of functional expenses. 1779491 0 0 DEVELOP AND MaiNTAIN OPEN SOURCE SOFTWARE USED TO RUN wikipedia.org and other websites operated by wikimedia foundation with the goal of continuing innovation to facilitate the development of more and higher quality educational resources. 2115720 116359 0 foster the development of international wikimedia chapter organizations, advise and facilitate volunteer efforts, and build partnerships with like-minded organizations in order to recruit new volunteers, assess and improve the quality of existing content, reach new readers, and import new educational content. 339759 266724 0 WIKIMANIA 339759 266724 0 7503956 true true false false false false false false false true true false false true true true true false false false false true false true false false false false false false false false true false false false false false false false false true 47 0 true 36 true false true BE UK FR false false false false false false false 10 10 false false false false false false false true true false false true true true true true false true false false AL AK AZ AR CA CO CT FL GA IL KS KY ME MD MA MI MN MS MO NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI X X VERONIQUE KESSLER 4158396885 149 NEW MONTGOMERY 3RD FLOOR SAN FRANCISCO CA 94105 Michael Snow Through July 2010 10.0 X X 0 0 0 Jan-Bart de Vreede 10.0 X X 0 0 0 Stu West 10.0 X X 0 0 0 Domas Mituzas Through July 2009 10.0 X X 0 0 0 Jimmy Wales 10.0 X 0 0 0 Ting Chen 10.0 X 0 0 0 Bishakha Datta 10.0 X 0 0 0 Matt Halprin 10.0 X 0 0 0 Samuel Klein Since 082009 10.0 X X 0 0 0 Arne Klempert 10.0 X 0 0 0 Kat Walsh 10.0 X 0 0 0 Sue Gardner 40.0 X 222550 0 17609 Veronique Kessler 40.0 X 124574 0 11270 Mike Godwin 40.0 X 124184 0 9025 471308 0 37904 3 false true false BRIDGESPAN GROUP 535 BOYLSTON STREET 10TH FLOOR BOSTON MA 02116 CONSULTING SERVICES 304210 FENTON COMMUNICATIONS 1438 WEBSTER STREET STE 205 OAKLAND CA 94612 COMMUNICATIONS 195000 SQUIRE SANDERS AND DEMPSEY LLP 8000 TOWERS CRESCENT DRIVE 14 FLOO TYSONS CORNER VA 22182 LEGAL SERVICES 116627 3 15226464 253477 15226464 LICENSING FEES 518210 1004315 1004315 DATA PROVIDER SERVICES 518210 130667 130667 WIKIMANIA CONFERENCE 611600 14860 14860 1149842 11205 11205 0 997 997 251543 253478 -1935 -1935 -1935 0 0 0 FOREIGN EXCHANGE LOSS 900099 -162540 -162540 SPEAKER FEES 900099 5250 5250 NIH TRAINING 900099 20000 20000 5583 5583 -131707 16254866 1149842 0 -121440 5500 5500 0 377583 377583 0 346800 95502 196344 54954 0 2421415 1706723 274897 439795 0 318630 224591 36171 57868 216698 142291 35617 38790 0 148065 133259 7403 7403 52813 34857 8450 9506 0 0 0 2382489 2112982 154703 114804 0 756870 489120 134681 133069 1119944 1098442 10119 11383 0 318541 210237 50967 57337 460592 287109 121872 51611 0 15299 15299 0 0 524341 471907 26217 26217 7615 7615 PAYPAL FEES 311564 311564 ASSET DISPOSITION 26849 11671 4508 10670 LOSS ON SUBLEASE 26125 17242 4180 4703 RETURN OF RESTRICTED DONATION 19729 19729 COMMISSION ON LICENSING FEES 58304 58304 26085 11337 4381 10367 9941851 7503956 1078125 1359770 5893963 4664679 349508 2512698 1300000 500000 72589 353375 186489 463537 2803528 1609948 799586 1193580 0 1699832 0 3839755 197721 8602135 15425177 264368 732710 106000 139236 10500 370368 882446 X 6164309 13876828 2067458 665903 8231767 14542731 8602135 15425177 X false true true X false X 1357614 2280787 6533539 7664458 15226464 33062862 1357614 2280787 6533539 7664458 15226464 33062862 5343331 27719531 8224 27581 33382 32534 12202 113923 2517 6541 72246 30417 -131707 -19986 33156799 1798853 0.83601 0.77619 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 2803528 1609948 1193580 0 0 0 1193580 CERTIFICATES OF DEPOSITS 3839755 F 3839755 0 REFUNDABLE DEPOSITS PAYABLE 10500 10500 16254866 9941851 6313015 -2051 -2051 6310964 16577757 -2051 502558 500507 16077250 177616 177616 16254866 10266793 502558 502558 9764235 177616 177616 9941851 Part XIV Part XII line 4b and Part XIII line 4b: 1)reclass Wikimania Conference revenue netted in expense; 2) reclass commission netted in licensing fees true Europe (Including Iceland and Greenland) 0 0 Fundraising NA 0 East Asia and the Pacific 0 0 Fundraising NA 0 Middle East and North Africa 0 0 Fundraising NA 0 North America 0 0 Fundraising NA 0 Russia and the Newly Independent States 0 0 Fundraising NA 0 South America 0 0 Fundraising NA 0 South Asia 0 0 Fundraising NA 0 Sub-Saharan Africa 0 0 Fundraising NA 0 Europe (Including Iceland and Greenland) 0 2 Program Services OPERATE WIKIPEDIA 444831 Europe (Including Iceland and Greenland) 0 4 Program Services OPEN SOURCE 127498 Europe (Including Iceland and Greenland) 0 0 Program Services FOSTER VOLUNTEERS 19067 East Asia and the Pacific 0 1 Program Services OPERATE WIKIPEDIA 33852 East Asia and the Pacific 0 3 Program Services OPEN SOURCE 60855 South Asia 0 0 Program Services FOSTER VOLUNTEERS 1503 Middle East and North Africa 0 0 Program Services FOSTER VOLUNTEERS 1497 North America 0 0 Program Services OPERATE WIKIPEDIA 2254 Europe (Including Iceland and Greenland) 0 0 Program Services WIKIMANIA 20046 South America 0 0 Program Services WIKIMANIA 3179 Europe (Including Iceland and Greenland) 0 0 Grantmaking WIKIMANIA 37320 East Asia and the Pacific 0 0 Grantmaking WIKIMANIA 9878 South Asia 0 0 Grantmaking WIKIMANIA 8889 South America 0 0 Grantmaking WIKIMANIA 7581 Russia and the Newly Independent States 0 0 Grantmaking WIKIMANIA 3255 Middle East and North Africa 0 0 Grantmaking WIKIMANIA 10976 North America 0 0 Grantmaking WIKIMANIA 4027 East Asia and the Pacific 0 0 Grantmaking FOSTER VOLUNTEERS 20608 Europe (Including Iceland and Greenland) 0 0 Grantmaking FOSTER VOLUNTEERS/WIKI 72451 South America 0 0 Grantmaking FOSTER VOLUNTEERS/WIKI 176420 Sub-Saharan Africa 0 0 Grantmaking FOSTER VOLUNTEERS 15801 Europe (Including Iceland and Greenland) 0 0 Investments n/A 0 0 10 1081788 East Asia/Pacific further mission 7500 WIRE 0 none fmv East Asia/Pacific CONFERENCE 6500 WIRE 0 none fmv East Asia/Pacific FURTHER MISSION 6608 WIRE 0 none fmv Europe/Iceland/Greenland further mission 8600 WIRE 0 none fmv Europe/Iceland/Greenland further mission 40000 WIRE 0 none fmv Europe/Iceland/Greenland further mission 6000 WIRE 0 none fmv Europe/Iceland/Greenland further mission 8150 WIRE 0 none fmv Sub-Saharan Africa further mission 15801 WIRE 0 none fmv South America futher mission 174420 WIRE 0 NONE fmv 8 0 SCHOLARSHIP TO ATTEND CONFERENCE Europe/Iceland/Greenland 23 37320 WIRE 0 none fmv SCHOLARSHIP TO ATTEND CONFERENCE East Asia/Pacific 6 9878 WIRE 0 none fmv SCHOLARSHIP TO ATTEND CONFERENCE South Asia 3 8889 WIRE 0 none fmv SCHOLARSHIP TO ATTEND CONFERENCE South America 10 7581 WIRE 0 none fmv SCHOLARSHIP TO ATTEND CONFERENCE Russia 2 3255 WIRE 0 none fmv SCHOLARSHIP TO ATTEND CONFERENCE Middle East/North Africa 6 10976 WIRE 0 none fmv SCHOLARSHIP TO ATTEND CONFERENCE North America 4 4027 WIRE 0 none fmv GRANTS FUNDS OUTSIDE THE U.S.- Procedures for monitoring use of grant funds outside the U.S.- Potential grantees participate in a grants application process by providing a proposal. The proposal contains a description of the mission related work they are proposing, a budget, a timeline and how this will impact the mission goals. Once an applicant is awarded a grant, they receive an email stipulating that by accepting funds,they agree to the reporting requirements which include maintaining receipts/documentation of expenses, agreeing to return unused funds and/or submit a request for reallocation of funds, and submission of a final report which includes an estimate of the impact of the funded activities on mission goals and a summary of best practices and lessons learned. These reports are submitted to and reviewed by the deputy director. Grant Funds to Individuals Procedures for monitoring use of grant funds to individuals Grants to individuals follow the same process as other grants unless they are travel scholarships. Individuals apply for travel scholarships (primarily to attend the annual conference, Wikimania) and applications are reviewed and either accepted or denied. In most cases, travel is then arranged for the individual and paid for directly by The Wikimedia Foundation. In very limited cases, individuals book travel themselves and provide receipts to the Foundation which then reimburses them based on the receipts. true Wikimedia New York City Inc 227 Dean Street Brooklyn NY 11217 270520584 501(c)(3) 5500 0 fmv none Organize conference 1 0 MONITORING THE USE OF GRANT FUNDS SCHEDULE I PART I QUESTION 2 Potential grantees participate in a grants application process by providing a proposal. The proposal contains a description of the mission related work they are proposing, a budget, a timeline and how this will impact the mission goals. Once an applicant is awarded a grant, they receive an email stipulating that by accepting funds,they agree to the reporting requirements which include maintaining receipts/documentation of expenses, agreeing to return unused funds and/or submit a request for reallocation of funds, and submission of a final report which includes an estimate of the impact of the funded activities on mission goals and a summary of best practices and lessons learned. These reports are submitted to and reviewed by the deputy director. Schedule I Part II - Purpose of grant to Wikimedia New York City, Inc.: To organize a conference of the North American Wikimedia community and to organize a photo competition to document the NYC region. X X X X X false false false false false false false false false Sue Gardner 150050 0 72500 0 0 0 0 17609 0 240159 0 0 0 X 3 253477 average market value false false false Part I, line 9 The organization is reporting the number of contributions received. Form 990 Part III Line 4d support the planning and implementation of an annual conference, wikimania, to bring together volunteer contributors to the educational projects operated by the wikimedia foundation. Form 990 Part VI, line 11A Review of Form 990: The first draft of the 990 was developed by an external accounting firm under the direction of the Chief Financial and Operating Officer. It was reviewed for accuracy and completeness by the CFOO, and then by the Executive Director. Then, a meeting of the audit committee was held at which the CFOO walked through the draft in detail for the audit committee's approval. Once the audit committee approved a final version, the treasurer provided it to the Board members prior to it being filed with the IRS. Form 990 part VI, line 12 Conflict of interest: The organization's Board Members, Officers, and Key Employees (covered persons) complete annually a Conflict of Interest Statement the purpose of which is to identify any personal, family and/or business relationships and/or transactions that may pose a potential conflict. These forms are submitted to the general counsel and are reviewed by the Board. Additionally, the covered persons also complete annually a Pledge of Personal Commitment that affirms that the individual is in compliance with the Conflict of Interest Policy and that the individual will promptly notify the Executive Director and the Board Chair when a conflict or potential conflict arises. Furthermore, in the case of a conflict, the individual agrees to refrain from using his or her personal influence to encourage the Foundation to enter the transaction and must physically excuse himself or herself from any further discussions other than to answer questions about the transaction. In the case of potential conflict, the remaining Board members review the potential transaction to determine whether said transaction is fair and reasonable to the Foundation and legal counsel is consulted as necessary to ensure that such a transaction would not constitute an excess benefit transaction. Form 990 Part VI Line 15a and 15b Form 990 Part VI Line 15a- The Wikimedia Foundation Board of Trustees is responsible for determining the compensation of the Executive Director, and has delegated that responsibility to the ED Evaluation Committee and board treasurer which is comprised of independent Board members. For 2009 compensation, in setting the ED's compensation,the Evaluation Committee has secured and reviewed comparability data about non-profit CEO compensation for organizations of similar size and scope to the Wikimedia Foundation, including salary, bonuses and non-monetary benefits and perquisites. The information came from a variety of sources including Guidestar, Boardsource, the Center for Non-Profit Management, and the Non-Profit Times. Additionally,recruiters at Russell Reynolds, Korn/Ferry, and Spencer Stuart were consulted with to review potential compensation packages and to provide feedback. The committee also consulted with independent experts in the field. The Evaluation Committee also annually sets performance goals with the Executive Director, and works with her to evaluate performance against those goals. Both compensation and performance assessment information is shared with the full Board for its review and approval. At various points in the process, discussions and deliberations are reviewed via email. Once deliberations are complete, the final determination is summarized by the Board Treasurer in writing, including the members present and voting, the comparative data used and the deliberations and decisions of the committee. Form 990 Part VI Line 15b- The Wikimedia Foundation Executive Director is responsible for determining the compensation of all Wikimedia Foundation officers and key employees (with the exception of herself). In setting compensation for Wikimedia Foundation officers and key employees, the Executive Director has secured and reviewed comparability data about compensation at organizations of similar size and scope to the Wikimedia Foundation, including salary, bonuses and non-monetary benefits and perquisites. The information came from a variety of sources including Guidestar, Boardsource, the Center for Non-Profit Management, the Non-Profit Times, the San Francisco Business Times, CompassPoint Nonprofit Services and the Meyer Foundation. Additionally, the Executive Director and her staff have consulted with independent experts in the field, including those with specific subject-matter expertise in areas of non-monetary compensation such as health and dental coverage and retirement saving plans. The Executive Director also annually sets performance goals with officers and key employees, and works with them to evaluate performance based on those goals. Both compensation and performance assessment information is shared at a high level with the Board of Trustees, but the Board does not review this information in detail, nor does it approve specifics. Form 990 Part VI, line 19 The organization's website includes links to its governing documents, its conflict of interest policy and its audited financial statements. http://wikimediafoundation.org/wiki/Bylaws http://wikimediafoundation.org/wiki/Conflict_of_interest_policy http://wikimediafoundation.org/wiki/Financial_reports