2024-11-22T10:28:16-06:00 2023-09-30 135565207 KPMG LLP 8350 BROAD STREET SUITE 900 MCLEAN VA 22102 990 2022-10-01 521067541 WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS WOOD 2026914000 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 HARESH VAYAL CFO 2026914000 2024-11-22 1 1 WHITNEY HEBRON P01226647 7032868000 2024-11-21 2022 2024-10-15 13:58:12Z MARK GREEN 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 49371396 0 X WWW.WILSONCENTER.ORG X US GOVT INST 1968 DC THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS PROMOTES POLICY, RELEVANT (SEE SCH O) 12 12 220 12 0 0 22087475 28326466 0 0 -9119451 -6344625 82722 118431 13050746 22100272 8632759 7199170 0 0 15732968 17020478 310757 361716 3791407 16533420 17126445 41209904 41707809 -28159158 -19607537 61683321 64192017 3037004 3001092 58646317 61190925 X SEE SCHEDULE O 0 0 1437177 1756339 MEXICO INSTITUTE - SEEKS TO IMPROVE UNDERSTANDING, COMMUNICATION AND COOPERATION BETWEEN MEXICO AND THE UNITED STATES BY PROMOTING ORIGINAL RESEARCH, ENCOURAGING PUBLIC DISCUSSION AND PROPOSING POLICY OPTIONS FOR ENHANCING THE BILATERAL RELATIONSHIP. 1506691 1143372 SCIENCE AND TECHNOLOGY PROGRAM - BRINGS FORSIGHT TO THE FRONTIER. OUR EXPERTS EXPLORE EMERGING TECHNOLOGIES THROUGH VITAL CONVERSATIONS, MAKING SCIENCE POLICY ACCESSIBLE TO EVERYONE. 1606674 808623 INDO-PACIFIC PROGRAM - BRINGS SCHOLARS AND GOVERNMENTAL SPECIALISTS TOGETHER TO DISCUSS POLITICAL, SOCIAL, AND ECONOMIC ISSUES AFFECTING ASIAN CONTINENT. 26482676 3490836 26482676 3490836 31033218 1 1 0 0 0 0 0 1 0 1 1 1 0 0 1 1 1 0 0 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 187 0 1 220 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY X X HARESH VAYAL 2026914105 1300 PENNSYLVANIA AVENUE NW WASHINGTON DC 200043027 JOSEPH MAX ASHER CHAIRMAN 1.00 0.00 X 0 0 0 BILL HASLAM TRUSTEE 1.00 0.00 X 0 0 0 LYNN HUBBARD TRUSTEE 1.00 0.00 X 0 0 0 LONNIE BUNCH TRUSTEE 1.00 0.00 X 0 0 0 DREW MALONEY VICE CHAIRMAN 1.00 0.00 X 0 0 0 ENOH T EBONG TRUSTEE 1.00 0.00 X 0 0 0 CARLA HAYDEN TRUSTEE 1.00 0.00 X 0 0 0 TIM PATAKI TRUSTEE 1.00 0.00 X 0 0 0 BRIAN HOOK TRUSTEE 1.00 0.00 X 0 0 0 NICK ADAMS TRUSTEE 1.00 0.00 X 0 0 0 ALAN RECHTSCHAFFEN TRUSTEE 1.00 0.00 X 0 0 0 XAVIER BECERRA TRUSTEE 1.00 0.00 X 0 0 0 DAVID FERRIERO TRUSTEE 1.00 0.00 X 0 0 0 ANTONY BLINKEN TRUSTEE 1.00 0.00 X 0 0 0 MIGUEL CARDONA TRUSTEE 1.00 0.00 X 0 0 0 JUDITH LEONARD TRUSTEE 1.00 0.00 X 0 0 0 ELIZABETH PUGH TRUSTEE 1.00 0.00 X 0 0 0 MARK GREEN PRESIDENT 40.00 0.00 X 520697 0 80267 DUNCAN WOOD DIR., STRATEGY AND NEW INITIATIVES 40.00 0.00 X 221956 0 54126 ROBERT LITWAK VP SCHOLARS 40.00 0.00 X 212100 0 43775 EDDY ACEVEDO PROGRAM DIRECTOR 40.00 0.00 X 183500 0 26805 NATASHA JACOME VP EXTERNAL RELATIONS 40.00 0.00 X 176176 0 32519 NICOLE GAOUETTE PROGRAM DIRECTOR 40.00 0.00 X 203523 0 60207 NORA SCHULER DIR, DONOR RELATIONS AND STEWARDS 40.00 0.00 X 197987 0 49765 ROBERT DALY DIRECTOR 40.00 0.00 X 183500 0 55235 CHRISTOPHER OSTERMAN PROGRAM DIRECTOR 40.00 0.00 X 183500 0 34577 CHRISTOPHER SANDS PROGRAM DIRECTOR 40.00 0.00 X 183500 0 24375 2266439 0 461651 50 0 1 0 DELL MARKETING 1 DELL WAY ROUND ROCK TX 78682 COMPUTER MFR 879554 SMITHSONIAN PO BOX 30712 WASHINGTON DC 20013 CONSULTANT 374898 EPIPHANY PRODUCTIONS 1727 KING STREET STE 300 ALEXANDRIA VA 22314 FUNDRAISING 361716 KRIANET INC 44325 STONE ROSES CIRCLE ASHBURN VA 20147 CONSULTANT 289771 TPT EVALUACION Y PROYECTOS SC GENERAL EULOGIO PARA 3033-6 GUADALAJARA MX 44670 CONSULTANT 287915 17 2607681 15000000 10718785 145000 28326466 -6320457 -6320457 25441411 25465579 -24168 -24168 -24168 1906730 2607681 1805545 101185 101185 OTHER REVENUE 900099 17246 17246 17246 22100272 0 0 -6226194 X 5693211 5693211 1505959 1505959 1984353 183366 1091984 709003 12954464 9073808 2182555 1698101 665614 492202 123612 49800 847101 626501 157202 63398 568946 420719 105659 42568 361716 361716 145624 145624 5107635 4733644 339548 34443 5994 1937 164 3893 4083416 3019567 758335 305514 890028 584200 143468 162360 6156403 4552480 1243312 360611 619847 619847 117498 117498 41707809 31033218 6883184 3791407 2557987 2730699 8372046 6237265 10820 63170 7171492 4986402 1879488 2185090 39284354 39639152 9353626 13111641 225000 225000 61683321 64192017 3003670 2973252 2848 2848 30486 24992 3037004 3001092 X 26442251 16663130 32204066 44527795 58646317 61190925 61683321 64192017 X -19607537 4724301 16719342 708502 X 0 1 X 1 1 1 X 27746634 29576870 27642098 22087475 28326466 135379543 5391255 5355651 5387967 20159342 16719342 53013557 33137889 34932521 33030065 42246817 45045808 188393100 4824951 183568149 925686 836985 894625 0 0 2657296 266 266 130486 46353 68682 68682 118431 432634 191483296 0.95870 0.94640 X SCHEDULE A, PART II, LINE 10, EXPLANATION FOR OTHER INCOME: 2018 AMOUNT: $ 130,486. 2019 AMOUNT: $ 46,353. 2020 AMOUNT: $ 68,682. 2021 AMOUNT: $ 68,682. 2022 AMOUNT: $ 101,185. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 225000 X 0 44553784 5717769 50271553 44553784 44553784 38090359 7989947 1526522 44553784 37916825 1682736 1509202 38090359 39131238 265365 2224 1477554 37916825 0.42000 0.37000 0.21000 0 0 2930878 2284029 646849 4240614 2702373 1538241 2185090 COMMINGLED FUNDS 7275716 F ABSOLUTE RETURN FUNDS 4156713 F REAL ESTATE FUNDS 1679212 F 13111641 OTHER LIABILITIES 24992 24992 X 45349369 4724301 16719342 1805454 23249097 22100272 0 22100272 43513263 1805454 1805454 41707809 0 41707809 PART X, LINE 2: ASC TOPIC 740, INCOME TAXES, REQUIRES THAT MANAGEMENT EVALUATE TAX POSITIONS TAKEN BY THE CENTER AND RECOGNIZE A TAX LIABILITY (OR ASSETS) IF THE CENTER HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE CENTER HAS ANALYZED THE TAX POSITION AND HAS CONCLUDED THAT AS OF SEPTEMBER 30, 2016, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN FINANCIAL STATEMENTS. PART XI, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF SPECIAL EVENT EXPENSES 1,805,454. PART XII, LINE 2D - OTHER ADJUSTMENTS: RECLASSIFICATION OF SPECIAL EVENT EXPENSES 1,805,454. SCHEDULE D, PART III, LINE 4 - DESCRIPTION OF THE ORGANIZATION'S COLLECTION - IN THE MEMORIAL HALLWAY THERE IS A PERMANENT BAS-RELIEF OF WOODROW WILSON THAT WAS COMMISSIONED AND IS DISPLAYED IN THE RONALD REAGAN BUILDING AND INTERNATIONAL TRADE CENTER. SCHEDULE D, PART V, LINE 4 INTENDED USES OF THE ORGANIZATION'S ENDOWMENT FUNDS. THE INTENDED USE OF THE ENDOWMENT FUND IS TO PROVIDE FUNDING FOR ONGOING PROGRAM EXPENSES AND ADMINISTRATIVE COSTS. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM SERVICES CONFERENCES 378801 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES CONFERENCES 150524 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 PROGRAM SERVICES CONFERENCES 468188 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES CONFERENCES 179937 RUSSIA AND NEIGHBORING STATES 0 0 PROGRAM SERVICES CONFERENCES 222796 SOUTH AMERICA 0 0 PROGRAM SERVICES CONFERENCES 284556 SOUTH ASIA 0 0 PROGRAM SERVICES CONFERENCES 1112 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES CONFERENCES 19100 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTMAKING 250000 0 0 0 0 0 0 1705014 250000 1955014 STIPEND EAST ASIA AND THE PACIFIC 7 331880 CHECK STIPEND EUROPE (INCLUDING ICELAND & GREENLAND) 4 226929 CHECK STIPEND MIDDLE EAST AND NORTH AFRICA 5 256050 CHECK STIPEND NORTH AMERICA 3 150000 CHECK STIPEND RUSSIA AND NEIGHBORING STATES 4 260000 CHECK STIPEND SOUTH AMERICA 4 189000 CHECK STIPEND SUB-SAHARAN AFRICA 2 32100 CHECK STIPEND CENTRAL AMERICA AND THE CARIBBEAN 1 60000 CHECK 0 0 0 0 0 0 PART I, LINE 2: EACH RECIPIENT IS REQUIRED TO PROVIDE TO THE WILSON CENTER GRANTING THE FUNDING A FULL PROGRAM SERVICE AND FINANCIAL REPORT AT LEAST EVERY SIX MONTHS. THE REPORT IS REVIEWED BY THE WILSON CENTER BEFORE ANY ADDITIONAL FUNDS ARE RELEASED. PART I, LINE 3: THE ACCRUAL METHOD OF ACCOUNTING WAS USED TO REPORT EXPENSE AMOUNTS ON PART I - PART III PART III ACCOUNTING METHOD: X X X X X X X 1 EPIPHANY PRODUCTIONS 1727 KING ST STE 300 ALEXANDRIA VA 22314 GENERAL FUNDRAISING 0 2813645 361715 2451930 2813645 361715 2451930 DC NY CA FR 2688931 2607681 81250 1776612 DINNER 1825480 1825480 28933 4514411 2607681 1906730 1805545 1805545 101185 1 STIPENDS 73 5693211 SCHEDULE I, PART I, LINE 2 PROCEDURES FOR MONITORING THE USE OF GRANT FUNDS - EACH RECIPIENT IS REQUIRED TO PROVIDE TO THE WILSON CENTER GRANTING THE FUNDING A FULL PROGRAM SERVICE AND FINANCIAL REPORT AT LEAST EVERY SIX MONTHS. THE REPORT IS REVIEWED BY THE WILSON CENTER BEFORE ANY ADDITIONAL FUNDS ARE RELEASED. X X X X X 0 0 0 0 0 0 0 0 0 MARK GREEN PRESIDENT 520697 0 0 0 0 0 47150 0 33117 0 600964 0 0 0 DUNCAN WOOD DIR., STRATEGY AND NEW INITIATIVES 221956 0 0 0 0 0 26553 0 27573 0 276082 0 0 0 NICOLE GAOUETTE PROGRAM DIRECTOR 203523 0 0 0 0 0 37295 0 22912 0 263730 0 0 0 ROBERT LITWAK VP SCHOLARS 212100 0 0 0 0 0 22587 0 21188 0 255875 0 0 0 NORA SCHULER DIR, DONOR RELATIONS AND STEWARDS 197987 0 0 0 0 0 26873 0 22892 0 247752 0 0 0 ROBERT DALY DIRECTOR 183500 0 0 0 0 0 27843 0 27392 0 238735 0 0 0 CHRISTOPHER OSTERMAN PROGRAM DIRECTOR 183500 0 0 0 0 0 16974 0 17603 0 218077 0 0 0 EDDY ACEVEDO PROGRAM DIRECTOR 183500 0 0 0 0 0 16213 0 10592 0 210305 0 0 0 NATASHA JACOME VP EXTERNAL RELATIONS 176176 0 0 0 0 0 13427 0 19092 0 208695 0 0 0 CHRISTOPHER SANDS PROGRAM DIRECTOR 183500 0 0 0 0 0 16340 0 8035 0 207875 0 0 0 X 3 145000 FMV 0 0 0 SCHEDULE M, PART I, COLUMN (B) - THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART I, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS PROMOTES POLICY, RELEVANT RESEARCH AND DIALOGUE TO INCREASE UNDERSTANDING AND ENHANCE THE CAPABILITIES AND KNOWLEDGE OF LEADERS, CITIZENS AND INSTITUTIONS. FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION MISSION: THE WOODROW WILSON INTERNATIONAL CENTER FOR SCHOLARS IS THE NATIONAL LIVING MEMORIAL HONORING PRESIDENT WOODROW WILSON. IN PROVIDING AN ESSENTIAL LINK BETWEEN THE WORLDS OF IDEAS AND PUBLIC POLICY, THE CENTER ADDRESSES CURRENT AND EMERGING CHALLENGES CONFRONTING THE UNITED STATES AND THE WORLD. THE CENTER PROMOTES POLICY RELEVANT RESEARCH AND DIALOGUE TO INCREASE UNDERSTANDING AND ENHANCE THE CAPABILITIES AND KNOWLEDGE OF LEADERS, CITIZENS, AND INSTITUTIONS WORLDWIDE. FORM 990, PART III, LINE 4D, OTHER PROGRAM SERVICES: ASIA PROGRAM, CANADIAN INSTITUTE, EUROPEAN STUDIES, MIDDLE EAST PROGRAM, DIVISION OF INTERNATIONAL STUDIES, KISSINGER INSTITUTE, SCIENCE AND TECHNOLOGY PROGRAMS PROVIDED WORKSHOPS AND CONFERENCES IN THEIR MAJOR AREA OF STUDY. EXPENSES $ 26,482,676 INCLUDING GRANTS OF $ 7,199,170 REVENUE $ 0. FORM 990, PART VI, SECTION B, LINE 11B RETURN IS PREPARED BY CENTER'S INDEPENDENT ACCOUNTING FIRM, REVIEWED BY MANAGMENT AND STAFF, AND PLACED UPON CENTER'S WEBSITE. FORM 990, PART VI, SECTION B, LINE 12C MONITOR AND ENFORCE CONFLICT OF INTEREST POLICY. A CONFLICT-OF-INTEREST FORM IS SIGNED BY THE APPROPRIATE PARTIES INVOLVED IN THE CENTER'S DECISION-MAKING PROCESS, CONTRACT SIGNING AND/OR FUNDING NEGOTIATIONS. FORM 990, PART VI, SECTION B, LINE 15 THE CENTER SEEKS TO PAY REASONABLE COMPENSATION UNDER SECTION 4958 TO ATTRACT AND RETAIN THE APPROPRIATE CALIBER OF EMPLOYEES DEDICATED TO CARRYING OUT ITS TAX-EXEMPT MISSION. ORGANIZATION PERIODICALLY CONDUCTS A REVIEW TO DETERMINE THE GOING FAIR MARKET COMPENSATION RANGES FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. THE BOARD APPROVES COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND OTHER OFFICERS AND DOCUMENTS IT'S DELIBERATION PROCESS. FORM 990, PART VI, SECTION C, LINE 19 THE CENTER DOES CURRENTLY MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER FEES: PROGRAM SERVICE EXPENSES 4,733,644. MANAGEMENT AND GENERAL EXPENSES 339,548. FUNDRAISING EXPENSES 34,443. TOTAL EXPENSES 5,107,635. FORM 990, PART XI, LINE 9 OTHER CHANGES IN NET ASSETS: 2,170,387