Department of the Treasury Internal Revenue Service
Public Charity Status and Public Support
Complete if the organization is a section 501(c)(3) organization or a section
4947(a)(1) nonexempt charitable trust.
Attach to Form 990 or Form 990-EZ. See separate instructions. Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
WORLD PRESS INSTITUTE
Employer identification number
41-6044706
Part I
Reason for Public Charity Status
(All organizations must complete this part.) See instructions.
The organization is not a private foundation because it is: (For lines 1 through 11, check only one box.)
1
2
3
4
5
section 170(b)(1)(A)(iv). (Complete Part II.)
6
7
8
9
receipts from activities related to its exempt functions—subject to certain exceptions, and (2) no more than 331/3% of
its support from gross investment income and unrelated business taxable income (less section 511 tax) from businesses
acquired by the organization after June 30, 1975. See section 509(a)(2). (Complete Part III.)
10
11
e
By checking this box, I certify that the organization is not controlled directly or indirectly by one or more disqualified persons other than foundation managers and other than one or more publicly supported organizations described in section 509(a)(1) or section 509(a)(2).
f
If the organization received a written determination from the IRS that it is a Type I, Type II, or Type III supporting organization, check this box
..................................................
g
Since August 17, 2006, has the organization accepted any gift or contribution from any of the following persons?
(i) A person who directly or indirectly controls, either alone or together with persons described in (ii)
Yes
No
and (iii) below, the governing body of the supported organization?
................
11g(i)
(ii)
A family member of a person described in (i) above?
......................
11g(ii)
(iii)
A 35% controlled entity of a person described in (i) or (ii) above?
................
11g(iii)
h
Provide the following information about the supported organization(s).
(i) Name of supported organization
(ii) EIN
(iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions))
(iv) Is the organization in col. (i) listed in your governing document?
(v) Did you notify the organization in col. (i) of your support?
(vi) Is the organization in col. (i) organized in the U.S.?
(vii) Amount of monetary support
Yes
No
Yes
No
Yes
No
Total
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990EZ.
Cat. No. 11285F
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 2
Part II
Support Schedule for Organizations Described in Sections 170(b)(1)(A)(iv) and 170(b)(1)(A)(vi) (Complete only if you checked the box on line 5, 7, or 8 of Part I or if the
organization failed to qualify under Part III. If the organization fails to
qualify under the tests listed below, please complete Part III.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") ....
175,303
212,451
241,960
308,235
299,957
1,237,906
2
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf.......
3
The value of services or facilities furnished by a governmental unit to the organization without charge..
4
Total. Add lines 1 through 3
175,303
212,451
241,960
308,235
299,957
1,237,906
5
The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included
on line 1 that exceeds 2% of the amount shown on line 11, column (f)..
570,104
6
Public support. Subtract line 5 from line 4.
667,802
Section B. Total Support
Calendar year
(or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
7
Amounts from line 4..
175,303
212,451
241,960
308,235
299,957
1,237,906
8
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources...
542
409
212
69
1,232
9
Net income from unrelated business activities, whether or not the business is regularly carried on..
10
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)..
11
Total support (Add lines 7 through 10).
1,239,138
12
Gross receipts from related activities, etc. (see instructions)
..................
12
13
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.................................................
Section C. Computation of Public Support Percentage
14
Public support percentage for 2013 (line 6, column (f) divided by line 11, column (f))
.........
14
53.890 %
15
Public support percentage for 2012 Schedule A, Part II, line 14
...............
15
52.990 %
16a
33 1/3% support test—2013.
If the organization did not check the box on line 13, and line 14 is 33 1/3% or more, check this box
and stop here. The organization qualifies as a publicly supported organization
.......................
b
33 1/3% support test—2012.
If the organization did not check a box on line 13 or 16a, and line 15 is 33 1/3% or more, check this
box and stop here. The organization qualifies as a publicly supported organization
.....................
17a
10%-facts-and-circumstances test—2013.
If the organization did not check a box on line 13, 16a, or 16b, and line 14
is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here. Explain
in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported
organization
.....................................................
b
10%-facts-and-circumstances test—2012.
If the organization did not check a box on line 13, 16a, 16b, or 17a, and line
15 is 10% or more, and if the organization meets the "facts-and-circumstances" test, check this box and stop here.
Explain in Part IV how the organization meets the "facts-and-circumstances" test. The organization qualifies as a publicly supported organization
................................................
18
Private foundation.
If the organization did not check a box on line 13, 16a, 16b, 17a, or 17b, check this box and see
instructions
.....................................................
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 3
Part III
Support Schedule for Organizations Described in Section 509(a)(2) (Complete only if you checked the box on line 9 of Part I or if the organization
failed to qualify under Part II. If the organization fails to qualify under
the tests listed below, please complete Part II.)
Section A. Public Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
1
Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .
2
Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose......
3
Gross receipts from activities that are not an unrelated trade or business under section 513..
4
Tax revenues levied for the organization's benefit and either paid to or expended on its behalf...
5
The value of services or facilities furnished by a governmental unit to the organization without charge..
6
Total. Add lines 1 through 5.
7a
Amounts included on lines 1, 2, and 3 received from disqualified persons...
b
Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year.
c
Add lines 7a and 7b..
8
Public support (Subtract line 7c from line 6.)
Section B. Total Support
Calendar year (or fiscal year beginning in)
(a) 2009
(b) 2010
(c) 2011
(d) 2012
(e) 2013
(f) Total
9
Amounts from line 6...
10a
Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources..
b
Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975.
c
Add lines 10a and 10b.
11
Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on.
12
Other income. Do not include gain or loss from the sale of capital assets (Explain in Part IV.)
..
13
Total support. (Add lines 9, 10c, 11, and 12.)..
14
First five years.
If the Form 990 is for the organization's first, second, third, fourth, or fifth tax year as a 501(c)(3) organization,
check this box and stop here.............................................
Section C. Computation of Public Support Percentage
15
Public support percentage for 2013 (line 8, column (f) divided by line 13, column (f))
.........
15
16
Public support percentage from 2012 Schedule A, Part III, line 15
...............
16
Section D. Computation of Investment Income Percentage
17
Investment income percentage for 2013 (line 10c, column (f) divided by line 13, column (f))
......
17
18
Investment income percentage from 2012 Schedule A, Part III, line 17
.............
18
19a
33 1/3% support tests—2013.
If the organization did not check the box on line 14, and line 15 is more than 33 1/3%, and line 17 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
........
b
33 1/3% support tests—2012.
If the organization did not check a box on line 14 or line 19a, and line 16 is more than 33 1/3% and line 18 is not more than 33 1/3%, check this box and stop here. The organization qualifies as a publicly supported organization
.....
20
Private foundation.
If the organization did not check a box on line 14, 19a, or 19b, check this box and see instructions
.....
Schedule A (Form 990 or 990-EZ) 2013
Schedule A (Form 990 or 990-EZ) 2013
Page 4
Part IV
Supplemental Information.
Provide the explanations required by Part II, line 10; Part II, line 17a or 17b; and Part III, line 12. Also complete this part for any additional information. (See instructions).
Facts And Circumstances Test
Explanation
Schedule A (Form 990 or 990-EZ) 2013
Additional Data
Software ID:
Software Version:
-
TIN:
SCHEDULE O (Form 990 or 990-EZ)
Department of the Treasury Internal Revenue Service
Supplemental Information to Form 990 or 990-EZ
Complete to provide information for responses to specific questions on
Form 990 or to provide any additional information.
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at
www.irs.gov/form990.
OMB No. 1545-0047
2013
Open to Public Inspection
Name of the organization
WORLD PRESS INSTITUTE
Employer identification number
41-6044706
Return Reference
Explanation
FORM 990, PART I, LINE 6 EXPLANATION: VOLUNTEERS
THE WORLD PRESS INSTITUTE RECEIVES THE TIME AND ASSISTANCE OF SEVERAL DIFFERENT TYPES OF VOLUNTEERS DURING THE YEAR. OVERALL, 83 VOLUNTEERS GENEROUSLY HELPED WPI FOR MORE THAN 1,700 HOURS DURING THE YEAR IN THE FOLLOWING AREAS: TRAVEL STAFF - WHEN THE FELLOWS VISITED THE 11 CITIES OUTSIDE OF MINNEAPOLIS, FOUR VOLUNTEERS TRAVELED WITH THEM TO ENSURE THAT THE FELLOWS GET TO THE VARIOUS APPOINTMENTS THAT HAVE BEEN ARRANGED, TRANSPORTING THEM TO AND FROM THE AIRPORT, AND HANDLING ANY ISSUES THAT ARISE DURING TRAVEL IN CITIES THAT ARE FOREIGN TO THEM. HOST FAMILIES - THERE ARE THREE DIFFERENT SETS OF HOST FAMILY VOLUNTEERS: -WHILE THE FELLOWS ARE IN MINNEAPOLIS/ST. PAUL FOR A TOTAL OF FOUR WEEKS, ABOUT 20 HOST FAMILY VOLUNTEERS ARE ASSIGNED AS A CONTACT IN THE COMMUNITY. THEY TAKE THE FELLOWS TO LOCAL CULTURAL AND SPORTING EVENTS, INVITE THEM TO THEIR HOMES FOR MEALS AND GENERALLY SERVE AS A LOCAL RESOURCE FOR THE FELLOWS. -ABOUT 20 HOST FAMILY VOLUNTEERS IN ELY, MINNESOTA HOUSE AND ENTERTAIN THE FELLOWS FOR TWO DAYS. THIS IS ONE OF THE RURAL EXPERIENCES THE FELLOWS RECEIVE. -THERE ARE FIVE HOST FAMILY VOLUNTEERS IN MUSCATINE, IOWA, WHICH THE FELLOWS VISIT AS ANOTHER RURAL EXPERIENCE. WEB MASTERS A MARRIED COUPLE (TWO VOLUNTEERS) MANAGE WPI'S WEBSITE AND HANDLE OTHER WEB-RELATED TASKS. UNIVERSITY OF ST. THOMAS DURING THE FIRST THREE WEEKS AND THE FINAL OF THE PROGRAM, THE UNIVERSITY OF ST. THOMAS IN ST. PAUL DONATES THE USE OF ITS FACILITIES FOR THE SEMINARS AND LECTURES THE FELLOWS RECEIVE. ABOUT 10 FACULTY AND STUDENTS FROM THE UNIVERSITY VOLUNTEER THEIR TIME TO FACILITATE THESE SESSIONS. BOARD OF DIRECTORS THERE ARE 22 MEMBERS OF THE BOARD.
FORM 990, PART VI, SECTION A, LINE 1
THE ORGANIZATION'S EXECUTIVE COMMITTEE CONSISTS OF THE OFFICERS OF THE BOARD, WITH THE CHAIRPERSON OF THE BOARD SERVING AS THE CHAIRPERSON OF THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE HAS THE AUTHORITY TO ACT ON BEHALF OF THE BOARD AT ALL TIMES BETWEEN MEETINGS OF THE BOARD AND HAS ALL POWERS OF THE BOARD, INCLUDING ALL OVERSIGHT AND EVALUATION OF THE EXECUTIVE DIRECTOR. THE EXECUTIVE COMMITTEE MAY ALSO APPOINT ADDITIONAL STANDING COMMITTEES AND ASSIGN RESPONSIBILITIES TO STANDING COMMITTEES. THE EXECUTIVE COMMITTEE IS RESPONSIBLE FOR DEVELOPING, MAINTAINING, AND STRENGTHENING STRATEGIC ALLIANCES, PARTNERSHIPS AND COLLABORATIONS WITH FOR-PROFIT AND NON-PROFIT MEDIA ORGANIZATIONS, ACADEMIC INSTITUTIONS AND OTHER ORGANIZATIONS WITH WHICH THE WORLD PRESS INSTITUTE MAINTAINS RELATIONSHIPS. THE EXECUTIVE COMMITTEE IS ALSO RESPONSIBLE FOR STRATEGIC PLANNING AND FOR EVALUATION OF PROGRESS UNDER SUCH PLANS.
FORM 990, PART VI, SECTION A, LINE 2
KIP MORGAN AND HOWARD MORGAN - FAMILY RELATIONSHIP
FORM 990, PART VI, SECTION B, LINE 11
THE TREASURER WILL REVIEW A DRAFT OF THE FORM 990 WITH THE FINANCE COMMITTEE. SIMULTANEOUSLY, THE EXECUTIVE DIRECTOR AND THE CHAIRMAN OF THE BOARD WILL RECEIVE COPIES FOR THEIR REVIEW. A COPY OF THE FORM 990 WILL BE PROVIDED TO THE FULL BOARD AND APPROVED BY THEM BEFORE IT IS FILED WITH THE IRS.
FORM 990, PART VI, SECTION B, LINE 12C
THE ORGANIZATION'S CONFLICT OF INTEREST POLICY APPLIES TO DIRECTORS, OFFICERS, EMPLOYEES, AND ALL MEMBERS OF COMMITTEES WITH BOARD-DELEGATED POWERS. THE BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE STATEMENT EACH YEAR. IF A CONFLICT OR POTENTIAL FOR CONFLICT SHOULD ARISE DURING THE YEAR, THE CONFLICTED INDIVIDUAL MUST IMMEDIATELY NOTIFY THE CHAIRPERSON OF THE BOARD. THE CHAIRPERSON SHALL IMMEDIATELY INVESTIGATE AND REPORT THE POTENTIAL CONFLICT TO THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE WILL DETERMINE WHETHER A CONFLICT EXISTS, AND, IF SO, WHETHER THE POTENTIAL TRANSACTION MAY BE AUTHORIZED AS JUST, FAIR, REASONABLE, AND IN THE BEST INTEREST OF WORLD PRESS INSTITUTE. IF A CONFLICT IS DETERMINED TO EXIST THE CONCERNED PERSON MUST BE EXCLUDED FROM THE DISCUSSION AND DECISION OF THE TRANSACTION. ALL DISCUSSION AND DECISIONS REGARDING MATTERS INVOLVING A CONFLICT OF INTEREST ARE REFLECTED IN THE MINUTES OF THE MEETING.
FORM 990, PART VI, SECTION B, LINE 15A
THE EXECUTIVE COMMITTEE REVIEWS COMPENSATION TRENDS OF THE ORGANIZATION'S PAST EXECUTIVE DIRECTORS. THE BOARD CHAIR MAKES A RECOMMENDATION FOR A COMPENSATION CHANGE AND THE EXECUTIVE COMMITTEE DISCUSSES THE DIRECTOR'S SALARY. THE ORGANIZATION DOES NOT DO A FORMAL VOTE OR WRITTEN CONTRACT FOR THE EXECUTIVE DIRECTOR'S COMPENSATION CHANGES. THIS PROCESS WAS LAST COMPLETED IN 2014 FOR THE EXECUTIVE DIRECTOR. THE COMPENSATION PACKAGE WAS ALTERED BASED ON QUALITATIVE COMPARABILITY DATA. THE BONUS FOR THE EXECUTIVE DIRECTOR IS CONTINGENT ON CERTAIN OBJECTIVES AND FUNDRAISING GOALS. COMPENSATION WAS APPROVED TO $6,667 PER MONTH PLUS THE BONUS (TOTAL OF $86,000 WITH BONUS). THE ORGANIZATION FELT THAT THE COMPENSATION WAS UNDER MARKET.
FORM 990, PART VI, SECTION C, LINE 19
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART IX, LINE 11G
PROFESSIONAL/CONTRACT FEES: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 24,307. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 24,307. CLERICAL EXPENSE: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 3,523. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,523.
For Paperwork Reduction Act Notice, see the Instructions for Form 990 or 990-EZ.