2024-03-28T14:01:35-05:00 2023-06-30 366055558 GRANT THORNTON LLP 75 STATE STREET 13TH FLOOR BOSTON MA 02109 990 2022-07-01 131804349 WORLD EDUCATION INC WORL 6174829485 44 FARNSWORTH STREET BOSTON MA 022101211 JANICE CLARK CHIEF FINANCIAL OFFICER 6174829485 2024-03-28 1 JANICE CLARK XXX-XX-XXXX 0 ERIN COUTURE P01390592 2125990100 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z X MARGARET CROTTY 44 FARNSWORTH STREET BOSTON MA 022101211 48101068 0 X WWW.WORLDED.ORG X 1951 MA WORLD EDUCATION IS DEDICATED TO IMPROVING PEOPLE'S LIVES AROUND THE WORLD THROUGH EDUCATION, SOCIAL AND ECONOMIC DEVELOPMENT PROGRAMS. 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WE WORK IN HIGH HIV-BURDEN COUNTRIES IN EAST AND SOUTHERN AFRICA, INCLUDING: ESWATINI, MALAWI, MOZAMBIQUE, UGANDA, TANZANIA AND ZIMBABWE. 12327524 3161101 0 AFRICA PROGRAMS: WORLD EDUCATION INC.'S AFRICA DIVISION SUPPORTS A VARIETY OF EDUCATION PROGRAMMING IN UGANDA, GHANA, MOZAMBIQUE, COTE D'IVOIRE, BENIN, AND MALI. THESE PROGRAMS INVOLVE BOTH FORMAL EDUCATION AND NON-FORMAL EDUCATION SUPPORT AND SERVE BOTH ADULTS AND CHILDREN AS WELL AS THE MINISTRIES THAT OVERSEE THEIR WELL-BEING AND EDUCATION PROVISION. AFRICA DIVISION'S FORMAL EDUCATION SUPPORT INCLUDES TEACHER TRAINING IN EARLY GRADE READING AND MATH, EARLY CHILDHOOD EDUCATION, BILINGUAL LITERACY, AND COMMUNITY MOBILIZATION THROUGH CAPACITY BUILDING OF PARENT TEACHER ASSOCIATIONS/SCHOOL MANAGEMENT COMMITTEES. THE NON-FORMAL EDUCATION WORK USUALLY INVOLVES THE PROVISION OF FUNCTIONAL LITERACY TO OUT OF SCHOOL CHILDREN OR ILLITERATE ADULTS SO THAT THEY CAN EITHER ACCESS FORMAL EDUCATION OPPORTUNITIES OR BETTER INCOME GENERATION OPPORTUNITIES. THE CORNERSTONE OF MUCH OF OUR WORK IS OUR SENSITIVITY TO AND PURPOSEFUL INTEGRATION OF GENDER ISSUES, SPECIFICALLY AROUND WOMEN'S EMPOWERMENT AND GIRL'S ACCESS TO EDUCATION. 6959392 2630377 0 ASIA PROGRAMS:WORLD EDUCATION'S ASIA DIVISION CURRENTLY OPERATES IN MYANMAR, LAOS, NEPAL AND CAMBODIA AND FOCUSES ON FOUR THEMATIC AREAS, BASIC EDUCATION, STRENGTHENING SYSTEMS AND SUPPORT FOR PERSONS WITH DISABILITIES, MIGRATION/ANTI-TRAFFICKING AND CHILD LABOR ELIMINATION, AND YOUTH DEVELOPMENT. IN BASIC EDUCATION, WE EMPHASIZE EARLY GRADE READING AND EARLY GRADE MATH, INCLUSIVE EDUCATION (FOR CHILDREN WITH DISABILITIES AND MINORITY LANGUAGE SPEAKERS), TECHNOLOGY IN EDUCATION, AND NONFORMAL EDUCATION. OUR CURRENT SIGNATURE PROJECT IN THE DISABILITIES ARENA ENHANCES THE INDEPENDENCE AND FUNCTIONAL ABILITY OF PERSONS WITH DISABILITIES IN LAOS THROUGH EQUAL ACCESS TO HEALTH AND SOCIAL SERVICES. WE CURRENTLY SUPPORT CAPACITY BUILDING OF LOCAL NGOS THAT ARE WORKING TO ELIMINATE CHILD LABOR IN NEPAL. 3267825 187474 0 DOMESTIC PROGRAMS:WORLD EDUCATION'S U.S. DIVISION ADVANCES THE ECONOMIC MOBILITY OF VULNERABLE PEOPLE AND COMMUNITIES THROUGH EDUCATION. THE U.S. DIVISION IMPROVES THE QUALITY, EFFICIENCY, AND AVAILABILITY OF EDUCATION FOR ADULTS WITH LOW SKILLS IN EDUCATIONAL SETTINGS, WORKPLACES, LIBRARIES, AND MORE. IT IS ONE OF THE LEADING PROVIDERS OF PROGESSIONAL DEVELOPMENT AND TECHNICAL ASSISTANCE FOR ADULT EDUCATION, AND OPERATES FOUR CENTERS OF EXPERTISE AND THE MA ADULT LITERACY HOTLINE. IT DEVELOPS, DOCUMENTS, AND DISSEMINATES INNOVATIONS AND PROMISING PRACTICES IN ADULT EDUCATION, AND RESPONDS TO PRESSING NEEDS, SUCH AS THE NEED FOR FOUNDATIONAL DIGITAL SKILLS. 3267825 187474 0 38697786 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 1 1 1 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0 0 1 X 52 0 1 96 1 0 1 ML IV GH MI BN UG LA MZ NP CB TZ BC ZI BM ZA 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 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 VA WA WV WI X JANICE M CLARK 6174829485 44 FARNSWORTH STREET BOSTON MA 02110 HAFIZ ADAMJEE DIRECTOR - CHAIR (AS OF 10/22) 3.00 0.00 X X 0 0 0 MARK A NELSON DIRECTOR - VICE CHAIR (AS OF 10/22) 3.00 0.00 X X 0 0 0 RISHI BHALERAO DIRECTOR - TREASURER 3.00 0.00 X X 0 0 0 TANYA JONES DIRECTOR - SECRETARY (AS OF 10/22) 3.00 0.00 X X 0 0 0 FARIDA KATHAWALLA DIRECTOR 3.00 0.00 X 0 0 0 JOSH LAMSTEIN DIRECTOR 3.00 0.00 X 0 0 0 DONNA MCKAY DIRECTOR 3.00 0.00 X 0 0 0 IQBAL QUADIR DIRECTOR (THRU 04/23) 3.00 0.00 X 0 0 0 SHIRLEY BURCHFIELD DIRECTOR 3.00 0.00 X 0 0 0 ANGELINE PEYTON DIRECTOR 3.00 0.00 X 0 0 0 LINDA HARRAR NON-VOTING VICE CHAIR (THRU 10/22)/DIRECTOR 3.00 0.00 X 0 0 0 PAUL MUSANTE CHAIR (THRU 10/22)/DIRECTOR 3.00 0.00 X 0 0 0 CHRISTINE SMITH SECRETARY (THRU 10/22)/DIRECTOR 3.00 0.00 X 0 0 0 LISA STOCKBERGER DIRECTOR (NON-VOTING) 3.00 0.00 X 0 0 0 FRED O'REGAN DIRECTOR (NON-VOTING) 3.00 0.00 X 0 0 0 ALEXANDER BAKER CHIEF OPERATING OFFICER 10.00 11.00 X 0 42941 0 MARGARET CROTTY PRESIDENT AND CEO 40.00 0.00 X 0 152082 0 JANICE CLARK AS OF 0722 CHIEF FINANCIAL OFFICER 40.00 6.00 X 0 53913 0 DANIEL MACNEIL VICE PRESIDENT 40.00 0.00 X 162550 0 40749 PATIENCE NDLOVU EXEC DIR, BANTWANA DIVISION & VP WEI 40.00 0.00 X 174402 0 0 GILLIAN GARB-SIEFF PROJECT DIRECTOR (THRU 12/22) 40.00 0.00 X 148883 0 20994 DAVID C NOYES PROGRAM DIRECTOR 40.00 0.00 X 171329 0 19224 SUZANNE M VAN HOOK THRU 0423 DIRECTOR OF FINANCE & OPERATIONS, AF 40.00 0.00 X 144503 0 39771 BERNARD FRANK CHIEF OF PARTY 40.00 0.00 X 165943 0 0 TSITSI CHRINDA CHIEF OF PARTY 40.00 0.00 X 152167 0 0 1119777 248936 120738 23 0 1 0 JOHN SNOW INC 44 FARNSWORTH STREET BOSTON MA 02210 CONSULTANT 2199984 1 199848 40818074 7042095 48060017 11340 11340 OTHER INCOME 900099 29711 29711 29711 48101068 0 0 41051 1040774 1040774 56586 56586 11475985 11475985 240475 129979 110426 70 5584779 2985780 2597354 1645 2799781 1546159 1252828 794 3456345 828007 2628338 2254209 2015497 238712 1441194 314650 1126544 1603062 1458083 144979 COOPERATING NATL SALARY 7492361 6960554 531807 TRAINING 5502581 5459525 43056 SUBCONTRACTS 3524491 3524491 OTHER DIRECT 915947 896984 18963 874139 4732 869148 259 48262709 38697786 9543192 21731 5370851 0 0 0 5231807 0 0 0 26000 0 0 108261 0 429931 429931 6024 0 0 0 0 0 130478 0 10873421 0 1814007 0 2545448 0 4359455 0 X 5763299 0 750667 0 6513966 0 10873421 0 X -161641 -6352325 X 0 1 X 1 1 1 X 44972656 42312519 46818571 51789874 48060017 233953637 44972656 42312519 46818571 51789874 48060017 233953637 233953637 6789 18799 11263 10536 11340 58727 29711 29711 234042075 0.99960 0.99970 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 0. 2019 AMOUNT: $ 0. 2020 AMOUNT: $ 0. 2021 AMOUNT: $ 0. 2022 AMOUNT: $ 29,711. 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THE ORGANIZATION HAS FILED ALL OF ITS KNOWN AND REQUIRED RETURNS IN A TIMELY MANNER INCLUDING AS PERMITTED ALLOWED EXTENSIONS. 1 SUB-SAHARAN AFRICA 14 272 PROGRAM SERVICES EDUCATION 23010626 EAST ASIA AND THE PACIFIC 3 62 PROGRAM SERVICES EDUCATION 2595807 SOUTH ASIA 1 35 PROGRAM SERVICES EDUCATION 968993 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 9764009 SOUTH ASIA 0 0 GRANTMAKING 1522189 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 151328 CENTRAL AMERICA AND THE CARIBBEAN 1 1 GRANTMAKING 33396 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 31262 19 370 0 0 19 370 38077610 0 38077610 SUB-SAHARAN AFRICA GENERAL 9764009 WIRE 0 SOUTH ASIA GENERAL 1522189 WIRE 0 EAST ASIA AND THE PACIFIC GENERAL 151328 WIRE 0 CENTRAL AMERICA AND THE CARIBBEAN GENERAL 33396 WIRE 0 EUROPE (INCLUDING ICELAND & GREENLAND) GENERAL 31262 WIRE 0 5 0 0 0 0 0 0 0 PART I, LINE 2: THE GRANT MANAGER HAS THE RIGHT AND RESPONSIBILITY TO UNDERTAKE INDEPENDENT ROUTINE GRANT MONITORING OF THE IMPLEMENTATION OF SUB-PROJECT STATEMENT OF WORK. ALL GRANT MONITORING IS UNDERTAKEN BY THE GRANT MANAGER ACCORDING TO AGREED UPON SUB-PROJECT GRANT MONITORING AND EVALUATION PLANS OUTLINED IN EACH SUB-PROJECT CONTRACT. THE PURPOSE OF THE INDEPENDENT ROUTINE MONITORING IS TO ENSURE THE FOLLOWING: A) PROPER IMPLEMENTATION OF EACH STAGE OF SUB-PROJECT IMPLEMENTATION AS AGREED, B) VERIFY THAT GOODS AND SERVICES HAVE BEEN DELIVERED TO BENEFICIARIES AS AGREED, C) PROPER EVALUATION OF EACH STAGE OF SUB-PROJECT IMPLEMENTATION AS AGREED, D) CHECK ON STATUS OF SUB-PROJECT IMPLEMENTATION, E) VERIFICATION OF PROVISION OF GOODS AND SERVICES, F) REVIEW THE IMPLEMENTATION, STATUS AND ACCURACY OF FINANCIAL EXPENDITURES OF THE GRANT RECIPIENT, G) PROVIDE TEMPORARY OR FINAL APPROVAL OF GOODS AND SERVICES PROCUREMENT, WHERE APPROPRIATE, H) ASSESS THE STATUS OF ANY DELAYS IN IMPLEMENTATION WHETHER APPROVED OR UNAPPROVED, AND/OR I) ASSESS THE STATUS OF SUB-PROJECT IMPLEMENTATION IN RELATION TO A PENDING DECISION BY THE GRANT MANAGER TO DELAY, PROLONG, OR SUSPEND SUB-PROJECT IMPLEMENTATION. PART I, LINE 3: ACCRUAL BASIS, FOREIGN CURRENCY TRANSLATED INTO US DOLLARS. PART III ACCOUNTING METHOD: 1 ALICE INTERNATIONAL 23 GLENN DRIVE MILFORD NH 03055 264831665 36457 0 OPERATIONAL SUPPORT HANDICAP INTERNATIONAL 8757 GEORGIA AVENUE SUITE 420 SILVER SPRING MD 20910 550914744 501(C)(3) 973802 0 OPERATIONAL SUPPORT TUSKEGEE UNIVERSITY 200 W MONTGOMERY RD TUSKEGEE AL 36088 630288878 501(C)(3) 30515 0 OPERATIONAL SUPPORT 2 1 OPERATIONAL SUPPORT 1 56586 PART I, LINE 2: THE GRANT MANAGER HAS THE RIGHT AND RESPONSIBILITY TO UNDERTAKE INDEPENDENT ROUTINE GRANT MONITORING OF THE IMPLEMENTATION OF SUB-PROJECT STATEMENT OF WORK. ALL GRANT MONITORING IS UNDERTAKEN BY THE GRANT MANAGER ACCORDING TO AGREE UPON SUB-PROJECT GRANT MONITORING AND EVALUATION PLANS OUTLINED IN EACH SUB-PROJECT CONTRACT. THE PURPOSE OF THE INDEPENDENT ROUTINE MONITORING IS TO ENSURE THE FOLLOWING: A) PROPER IMPLEMENTATION OF EACH STAGE OF SUB-PROJECT IMPLEMENTATION AS AGREED, B) VERIFY THAT GOODS AND SERVICES HAVE BEEN DELIVERED TO BENEFICIARIES AS AGREED, C) PROPER EVALUATION OF EACH STATE OF SUB-PROJECT IMPLEMENTATION AS AGREED, D) CHECK ON STATUS OF SUB-PROJECT IMPLEMENTATION, E) VERIFICATION OF PROVISION OF GOODS AND SERVICES, F) REVIEW THE IMPLEMENTATION, STATUS AND ACCURACY OF FINANCIAL EXPENDITURES OF THE GRANT RECIPIENT, G) PROVIDE TEMPORARY OR FINAL APPROVAL OF GOODS AND SERVICES PROCUREMENT, WHERE APPROPRIATE, H) ASSESS THE STATUS OF ANY DELAYS IN IMPLEMENTATION WHETHER APPROVED OR UNAPPROVED, AND/OR I) ASSESS THE STATUS OF SUB-PROJECT IMPLEMENTATION IN RELATION TO A PENDING DECISION BY THE GRANT MANAGER TO DELAY, PROLONG, OR SUSPEND SUB-PROJECT IMPLEMENTATION. X 0 0 X 0 0 0 0 0 0 0 1 0 DANIEL MACNEIL VICE PRESIDENT 149050 0 13500 0 0 0 10559 0 30190 0 203299 0 0 0 DAVID C NOYES PROGRAM DIRECTOR 153341 0 0 0 17988 0 9312 0 9912 0 190553 0 0 0 SUZANNE M VAN HOOK THRU 0423 DIRECTOR OF FINANCE & OPERATIONS, AF 133103 0 0 0 11400 0 9581 0 30190 0 184274 0 0 0 PATIENCE NDLOVU EXEC DIR, BANTWANA DIVISION & VP WEI 154000 0 0 0 20402 0 0 0 0 0 174402 0 0 0 GILLIAN GARB-SIEFF PROJECT DIRECTOR (THRU 12/22) 135303 0 13500 0 80 0 9482 0 11512 0 169877 0 0 0 BERNARD FRANK CHIEF OF PARTY 115845 0 0 0 50098 0 0 0 0 0 165943 0 0 0 TSITSI CHRINDA CHIEF OF PARTY 133081 0 0 0 19086 0 0 0 0 0 152167 0 0 0 MARGARET CROTTY PRESIDENT AND CEO 0 152082 0 0 0 0 0 0 0 0 0 152082 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE THE BELOW INDIVIDUALS RECEIVED A HOUSING RELATED ALLOWANCE THAT IS TREATED AS TAXABLE AND REPORTED ON SCHEDULE J, PART II, COLUMN B(III): PROGRAM DIRECTOR, DAVID C. NOYES EXECUTIVE DIRECTOR BANTWANA DIVISION & VP WEI, PATIENCE NDLOVU CHIEF OF PARTY, BERNARD FRANCK, AND CHIEF OF PARTY, TSITSI CHRINDA. PART I, LINE 7 NON-FIXED PAYMENTS WORLD EDUCATION INC AWARDED BONUSES TO SELECTED STAFF/OFFICERS REPORTED ON THE FORM 990, SCHEDULE J, PART II. ALL BONUSES WERE AWARDED BASED ON PERFORMANCE AND EXCEEDING CERTAIN OBJECTIVE PERFORMANCE METRICS. ALL BONUSES WERE AUTHORIZED BY THE PRESIDENT AND WITHOUT ANY INPUT BY THE INDIVIDUAL THAT RECEIVED THE BONUS. NET ASSETS 2023-06-30 6352325 FMV 042679824 JSI RESEARCH & TRAINING INSTITUTE INC 44 FARNSWORTH STREET BOSTON MA 022101211 501(C)(3) 0 1 0 0 1 1 1 1 0 PART I, LINE 2E: PERSON(S) INVOLVED: ALL EMPLOYEES PART I, LINE 2E: EXPLANATION OF INVOLVEMENT: ALL EMPLOYEES WERE TRANSFERRED UNDER JSI R&T FROM WEI AS PART OF THE MERGER. ALTHOUGH THEY WERE TRANSFERRED UNDER JSI R&T, THEIR TITLES DID NOT CHANGE FOR THE MOST PART (I.E. DIRECTOR OF FINANCE AND OPERATIONS UNDER WEI WAS TRANSFERRED TO JSI R&T AS THE DIRECTOR OF FINANCE AND OPERATION UNDER THE WEI DIVISION AND HE/SHE WILL BE AN EMPLOYEE OF JSI R&T). FORM 990, PART VI, SECTION A, LINE 6 THE SOLE MEMBER OF THE ORGANIZATION IS JSI RESEARCH AND TRAINING INSTITUTE, INC. FORM 990, PART VI, SECTION A, LINE 7A AS THE SOLE MEMBER JSI RESEARCH AND TRAINING INSTITUTE, INC. HAS THE RIGHT AND POWERS TO APPOINT AND REMOVE TRUSTEES; TO PROPOSE AND/OR APPROVE ALL AMENDMENTS TO THE BYLAWS AND CERTIFICATE OF INCORPORATION; TO PROPOSE AND /OR APPROVE ALL SALES OR OTHER DISPOSITION OF ALL OF THE PROPERTY OF THE ORGANIZATION; TO PROPOSE AND/OR APPROVE DISSOLUTION, CONSOLIDATION OR MERGER OF THE ORGANIZATION; AND ALL OTHER SUCH POWERS AND RIGHTS THAT ARE VESTED IN THE SOLE MEMBER. FORM 990, PART VI, SECTION A, LINE 7B AS THE SOLE MEMBER JSI RESEARCH AND TRAINING INSTITUTE, INC. HAS THE RIGHT AND POWERS TO APPOINT AND REMOVE TRUSTEES; TO PROPOSE AND/OR APPROVE ALL AMENDMENTS TO THE BYLAWS AND CERTIFICATE OF INCORPORATION; TO PROPOSE AND /OR APPROVE ALL SALES OR OTHER DISPOSITION OF ALL OF THE PROPERTY OF THE ORGANIZATION; TO PROPOSE AND/OR APPROVE DISSOLUTION, CONSOLIDATION OR MERGER OF THE ORGANIZATION; AND ALL OTHER SUCH POWERS AND RIGHTS THAT ARE VESTED IN THE SOLE MEMBER. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY AN ACCOUNTING FIRM IN CONJUNCTION WITH THE ORGANIZATION'S FINANCIAL DEPARTMENT. A COPY OF THE DRAFT FORM 990 WAS CIRCULATED TO THE FULL BOARD INCLUDING THE PRESIDENT AND THE DIRECTOR OF FINANCE. EACH INDIVIDUAL WAS PROVIDED AMPLE OPPORTUNITY TO COMMENT ON THE INFORMATION CONTAINED IN THE 990 PRIOR TO ITS FILING WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REQUIRES ALL MANAGEMENT, BOARD MEMBERS, AND STAFF TO REVIEW, UNDERSTAND AND REPORT ANY VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15A THE ORGANIZATION REVIEWS SALARY HISTORY, BIODATA, MARKET/INDUSTRY COMPARISONS AND INTERNAL EQUITY EVALUATIONS. FOR OFFICERS AND KEY EMPLOYEES OTHER THAN THE PRESIDENT, AN ANNUAL REVIEW IS PERFORMED EITHER BY THE PRESIDENT OR HUMAN RESOURCES. FOR THE PRESIDENT, THE COMPENSATION IS REVIEWED USING COMPARABILITY DATA BY THE BOARD OF DIRECTORS AND THERE IS SUBSTANTIATION OF THE DELIBERATION AND DECISION. THE BOARD MEETING FOR FISCAL YEAR 23 WAS HELD ON JUNE 9, 2023. FORM 990, PART VI, SECTION C, LINE 19 UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFER OF NET ASSETS TO JSI R&T -6,352,325. JSI RESEARCH AND TRAINING INSTITUTE INC 44 FARNSWORTH STREET BOSTON MA 02210 042679824 HEALTH EDU. 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