2025-08-15T15:46:19-05:00 2024-09-30 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2023-10-01 132702768 PACT INC PACT 2024665666 1140 3RD STREET NE 400 WASHINGTON DC 20002 EMILY TAYLOR COO 2024665666 2025-08-15 1 0 MARY TORRETTA P00847851 7038477500 2023 2025-03-06 01:10:19Z DENNIS VEGA 1140 3RD STREET NE 400 WASHINGTON DC 20002 182411086 0 X WWW.PACTWORLD.ORG X 1971 DC SEE SCHEDULE O 11 11 184 11 0 0 153578532 179110432 775937 1135370 256814 563277 1698795 998734 156310078 181807813 69184945 80958822 0 0 52468382 57309971 0 0 1542 32480256 40364398 154133583 178633191 2176495 3174622 66694066 73467013 55239828 58320371 11454238 15146642 X PACT IS A NONPROFIT ORGANIZATION THAT BUILDS EVIDENCE-BASED, DATA-DRIVEN, AND COMMUNITY-LED SOLUTIONS FOR HUMAN DEVELOPMENT (CONTINUED IN SCHEDULE O) 0 0 24997122 7282995 0 ZAMBIA INTEGRATED HEALTHTHE USAID ZAMBIA INTEGRATED HEALTH PROJECT IS TO IMPROVE HEALTH OUTCOMES OF ZAMBIANS THROUGH ACCESS TO HIGH-QUALITY, CLIENT-CENTERED, HIV, TB/HIV, AND MATERNAL NEWBORN CHILD HEALTH SERVICES, PRODUCTS, AND INFORMATION. THESE SERVICES REDUCE MORTALITY, MORBIDITY, AND HIV TRANSMISSION FOR THE FOCUS SUB-POPULATIONS IN NORTHWESTERN, COPPERBELT, AND CENTRAL PROVINCES, CONTRIBUTING TO LONG, HEALTHY, AND PRODUCTIVE LIVES. 15908646 9451190 0 UKRAINE PUBLIC HEALTH SYSTEMS RECOVERY & RESILIENCETHE PUBLIC HEALTH SYSTEM RESILIENCE AND RECOVERY ACTIVITY ASSISTED THE GOVERNMENT OF UKRAINE (GOU) TO IMPROVE CORE NATIONAL AND REGIONAL PUBLIC HEALTH CAPACITIES TO ADDRESS HEALTH CHALLENGES DURING WARTIME AND IN THE POST-WAR FUTURE. THE PROJECT STRENGTHENED THE GOU'S CAPACITY TO PREVENT, DETECT, AND RESPOND TO PUBLIC HEALTH THREATS; SUSTAIN CRITICAL PUBLIC HEALTH SERVICES DURING CRISIS; PROTECT THE HEALTH OF ALL UKRAINIANS INCLUDING VULNERABLE AND MARGINALIZED POPULATIONS; AND EXPAND MENTAL HEALTH SUPPORT TO VETERANS AND WAR AFFECTED POPULATIONS. 14386704 9367588 0 ENGAGE UKRAINE PROJECTTHE ENGAGE ACTIVITY SUPPORTED CIVIL SOCIETY IN UKRAINE WITH THE GOAL OF INCREASING CITIZEN AWARENESS OF, AND ENGAGEMENT IN, CIVIC ACTIVITIES AT THE NATIONAL, REGIONAL AND LOCAL LEVELS. THROUGH PARTNERSHIPS WITH COMMUNITY SERVICE ORGANIZATIONS, ENGAGE HELPED RESPOND TO WARTIME NEEDS. PARTNERS PROVIDED ESSENTIAL AID, AND OFFERED EVACUATIONS, MEDICAL ASSISTANCE, AND OTHER NECESSITIES. PARTNERS ALSO CHAMPIONED POLICY CHANGES IN AREAS SUCH AS ANTICORRUPTION, TRANSPARENCY, SOCIAL COHESION, AND CIVIC EDUCATION, AMONG OTHERS. 97364853 54857050 1159225 97364853 54857050 1159225 152657325 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 X 48 0 1 184 1 0 1 BM CB CO DR CG ES ET ID KE LI MA MI ML NP NI RW CE SF TZ TH UG UP ZA 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X SARAH PADRE 2024665666 1140 3RD STREET NE WASHINGTON DC 20002 JEREMY NGUNZE BOARD CHAIR 5.00 0.00 X 0 0 0 JAMES DONOVAN BOARD MEMBER 1.00 1.00 X 0 0 0 MUSA MWENYE BOARD MEMBER 1.00 1.00 X 0 0 0 MIKE DAHL THRU 0924 BOARD MEMBER 1.00 0.00 X 0 0 0 CAROLINA ROJAS-HAYES BOARD MEMBER 1.00 0.00 X 0 0 0 MARK FITZGERALD BOARD MEMBER 1.00 0.00 X 0 0 0 TEWODROS MELESSE BOARD MEMBER 1.00 0.00 X 0 0 0 OKSANA RUDA BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW KASHANGAKI BOARD MEMBER 1.00 0.00 X 0 0 0 ELLEN VARNEY BOARD MEMBER 1.00 1.00 X 0 0 0 HEIDI KUJAWA BOARD MEMBER 1.00 0.00 X 0 0 0 CAROLINE ANSTEY PRESIDENT & CEO (THRU 6/24) 40.00 5.00 X 467310 0 39061 MARIA BARTON GC & CHIEF ETHICS & COMPLIANCE OFF. 40.00 5.00 X 280373 0 42657 SAMANTHA E BARBEE CFO (THRU 4/24) 40.00 5.00 X 277714 0 45725 ZEWUD DEBEBE THRU 824 CHIEF HUMAN CAPITAL OFFICER 40.00 0.00 X 262355 0 36628 CRISTINE BETTERS SVP, BUSINESS DEVELOPMENT 40.00 0.00 X 290931 0 49505 MICHELE LAIRD SR. VICE PRESIDENT, PROGRAMS 40.00 0.00 X 284986 0 46864 MARILYN G SANGIWA VP, GLOBAL HEALTH 40.00 0.00 X 218300 0 37891 GEORGE MASON INGRAM VP, GOVERNANCE 40.00 0.00 X 183115 0 48634 JENNIFER A MULIK SR DIR., PROJECT DIR. ACHIEVE 40.00 0.00 X 210455 0 36867 ROGER-MARK VALDEZ DE SOUZA - VP SUSTAINABLE MARKETS 40.00 0.00 X 232351 0 41186 SABINE JOUKES THRU 1123 COUNTRY DIRECTOR, CAMBODIA 40.00 0.00 X 270574 0 32548 2978464 0 457566 80 0 1 0 TECHNO BRAIN LLC 4850 TAMIAMI TRAIL NORTH SUITE 301 NAPLES FL 34103 PROFESSIONAL TECHNICAL SUPPORT 203192 1 2638 175164876 3942918 179110432 PROJECT INCOME 900099 1135370 1135370 1135370 552693 552693 920272 0 920272 920272 920272 595357 18500 603273 0 -7916 18500 10584 10584 OTHER REVENUE 900099 54607 54607 AFFILIATE ADMIN COST 900099 23855 23855 78462 181807813 1159225 0 1538156 24887981 24887981 56070841 56070841 1605309 6227 1599082 40917161 28719724 12196972 465 3371465 2009907 1361558 9372872 7782343 1590400 129 2043164 1207366 835798 248063 169424 78639 319616 57208 262408 16000 16000 8338272 7173445 1164827 1882974 1690320 191706 948 1618242 487487 1130755 5788766 1977170 3811596 6632209 5891660 740549 12811331 12699884 111447 183657 183657 262551 262551 528163 217182 310981 VEHICLE EXPENSE 1160529 1158644 1885 EQUIPMENT 435147 405349 29798 RECRUITMENT 138878 45163 93715 178633191 152657325 25974324 1542 25863640 30273005 12748842 16761516 2922805 1563687 993422 1738602 6891211 5423991 1617051 1467220 3064383 3690156 19483923 17972827 66694066 73467013 14324967 22573334 10607910 8556603 2000000 2000000 28306951 25190434 55239828 58320371 X 7476035 9398477 3978203 5748165 11454238 15146642 66694066 73467013 X 3174622 529550 -11768 X 0 1 X 1 1 1 X 125885510 167277502 158908485 153578532 179110432 784760461 125885510 167277502 158908485 153578532 179110432 784760461 784760461 120603 51047 87819 1090166 1472965 2822600 83676 496751 288740 212673 54607 1136447 788719508 18601197 0.99500 0.99630 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 83,676. 2020 AMOUNT: $ 496,751. 2021 AMOUNT: $ 288,740. 2022 AMOUNT: $ 212,673. 2023 AMOUNT: $ 54,607. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 767257 387724 379533 1693775 1524450 169325 4430179 3511817 918362 1467220 OPERATING RIGHT OF USE ASSETS 17972827 17972827 OPERATING LEASE LIABILITY 25063481 OTHER LIABILITIES 126953 25190434 X PART X, LINE 2: THE ORGANIZATION GENERATES CONSOLIDATED FINANCIAL STATEMENTS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 CENTRAL AMERICAN & CARIBBEAN 2 41 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 1416065 CENTRAL AMERICAN & CARIBBEAN 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 1496396 CENTRAL AMERICAN & CARIBBEAN 0 0 PROGRAM SERVICES HEALTH PROGRAMS 1614022 EAST ASIA & THE PACIFIC 7 65 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 861938 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES ENGAGING MARKETS PROGRAMS 2448099 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 2942315 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES HEALTH PROGRAMS 618133 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES LIVELIHOODS PROGRAMS 359916 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES NATURAL RESOURCE MANAGEMENT PROGRAMS 350507 RUSSIA AND NEWLY INDEPENDENT STATES 4 124 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 7393790 RUSSIA AND NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 4344038 RUSSIA AND NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES HEALTH PROGRAMS 8898062 RUSSIA AND NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES LIVELIHOODS PROGRAMS 338808 SOUTH AMERICA 1 39 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 759903 SOUTH AMERICA 0 0 PROGRAM SERVICES ENGAGING MARKETS PROGRAMS 122353 SOUTH AMERICA 0 0 PROGRAM SERVICES LIVELIHOODS PROGRAMS 1081969 SOUTH ASIA 2 24 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 181255 SOUTH ASIA 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 1923381 SUB-SAHARAN AFRICA 26 1047 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 8895217 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES ENGAGING MARKETS PROGRAMS 1483964 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 10322083 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES HEALTH PROGRAMS 36921202 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES LIVELIHOODS PROGRAMS 662910 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES NATURAL RESOURCE MANAGEMENT PROGRAMS 1306798 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES RESPONSIBLE MINING 903158 CENTRAL AMERICAN & CARIBBEAN 0 0 GRANT MAKING N/A 8824436 EAST ASIA & THE PACIFIC 0 0 GRANT MAKING N/A 929010 RUSSIA AND NEWLY INDEPENDENT STATES 0 0 GRANT MAKING N/A 25436568 SOUTH AMERICA 0 0 GRANT MAKING N/A 196453 SOUTH ASIA 0 0 GRANT MAKING N/A 2131114 SUB-SAHARAN AFRICA 0 0 GRANT MAKING N/A 18553260 9 106 33 1234 42 1340 11756884 141960239 153717123 CENTRAL AMERICAN & CARIBBEAN CAPACITY DEVELOPMENT PROGRAMS 3714639 WIRE TRANSFER 0 CENTRAL AMERICAN & CARIBBEAN GOVERNANCE PROGRAMS 3584940 WIRE TRANSFER 0 CENTRAL AMERICAN & CARIBBEAN HEALTH PROGRAMS 1524857 WIRE TRANSFER 0 EAST ASIA & THE PACIFIC CAPACITY DEVELOPMENT PROGRAMS 148074 WIRE TRANSFER 0 EAST ASIA & THE PACIFIC GOVERNANCE PROGRAMS 739414 WIRE TRANSFER 0 EAST ASIA & THE PACIFIC LIVELIHOODS PROGRAMS 41522 WIRE TRANSFER 0 RUSSIA AND NEWLY INDEPENDENT STATES CAPACITY DEVELOPMENT PROGRAMS 9204700 WIRE TRANSFER 0 RUSSIA AND NEWLY INDEPENDENT STATES GOVERNANCE PROGRAMS 6037267 WIRE TRANSFER 0 RUSSIA AND NEWLY INDEPENDENT STATES HEALTH PROGRAMS 9838079 WIRE TRANSFER 0 RUSSIA AND NEWLY INDEPENDENT STATES LIVELIHOODS PROGRAMS 356523 WIRE TRANSFER 0 SOUTH AMERICA CAPACITY DEVELOPMENT PROGRAMS 99280 WIRE TRANSFER 0 SOUTH AMERICA ENGAGING MARKETS PROGRAMS 19997 WIRE TRANSFER 0 SOUTH AMERICA LIVELIHOODS PROGRAMS 77176 WIRE TRANSFER 0 SOUTH ASIA CAPACITY DEVELOPMENT PROGRAMS 1843883 WIRE TRANSFER 0 SOUTH ASIA GOVERNANCE PROGRAMS 287230 WIRE TRANSFER 0 SUB-SAHARAN AFRICA CAPACITY DEVELOPMENT PROGRAMS 3358060 WIRE TRANSFER 0 SUB-SAHARAN AFRICA ENGAGING MARKETS PROGRAMS 114745 WIRE TRANSFER 0 SUB-SAHARAN AFRICA GOVERNANCE PROGRAMS 787560 WIRE TRANSFER 0 SUB-SAHARAN AFRICA HEALTH PROGRAMS 14168594 WIRE TRANSFER 0 SUB-SAHARAN AFRICA LIVELIHOODS PROGRAMS 41504 WIRE TRANSFER 0 SUB-SAHARAN AFRICA NATURAL RESOURCE MANAGEMENT PROGRAMS 47146 WIRE TRANSFER 0 SUB-SAHARAN AFRICA RESPONSIBLE MINING 35651 WIRE TRANSFER 0 22 0 0 0 0 0 0 0 PART I, LINE 2: I. PURPOSE: TO SYNTHESIZE THE COMPLIANCE REQUIREMENTS FOR SUBRECIPIENT MONITORING. PROPER MONITORING SHOULD MEASURE PROGRESS TOWARD TARGETED RESULTS AND ENSURE THAT RESOURCES ARE USED ONLY FOR THE INTENDED PURPOSE. THIS POLICY IS APPLICABLE TO ALL SUBRECIPIENTS, DOMESTIC OR FOREIGN, RECEIVING FUNDS FROM PACT. II. POLICY: PACT, AS A PRIME RECIPIENT, IS RESPONSIBLE FOR MANAGING AND MONITORING SUBRECIPIENTS. III. PROCEDURE: THERE IS NOT A SINGLE METHOD FOR MONITORING SUBRECIPIENTS OR ONE TEMPLATE BECAUSE PROJECTS VARY BY THEIR NATURE AND REQUIREMENTS. MONITORING PLANS HAVE TO BE DEVELOPED SPECIFIC TO A GRANTS PROGRAM. A SOUND MONITORING PLAN SHOULD CAPTURE THE PROGRESS MADE TO ACCOMPLISH THE OBJECTIVES FOR WHICH THE AWARD WAS MADE. HOWEVER, THERE ARE CERTAIN COMMON ELEMENTS THAT COMPRISE GOOD MONITORING PLANS. THESE ARE: 1. PERFORMANCE REPORTS - THE TERMS AND CONDITIONS OF THE AWARD TO THE SUBRECIPIENT WILL PRESCRIBE THE FREQUENCY WITH WHICH PERFORMANCE REPORTS SHALL BE SUBMITTED. THEY WILL NOT BE REQUIRED MORE FREQUENTLY THAN QUARTERLY OR LESS FREQUENTLY THAN ANNUALLY. THEY SHOULD GENERALLY CONTAIN: (A) A COMPARISON OF ACTUAL ACCOMPLISHMENTS WITH THE GOALS AND OBJECTIVES ESTABLISHED FOR THE PERIOD AND (B) REASONS WHY ESTABLISHED GOALS WERE NOT MET, IF THEY WERE NOT MET. REPORTS SHOULD ALSO DESCRIBE PROBLEMS, DELAYS, OR ADVERSE CONDITIONS WHICH MATERIALLY IMPAIR THE ABILITY TO MEET THE OBJECTIVES OF THE AWARD AND INCLUDE A STATEMENT OF THE ACTION TAKEN OR CONTEMPLATED, AND ANY ASSISTANCE NEEDED TO RESOLVE THE SITUATION. 2. FINANCIAL REPORTS - THE TYPE AND FREQUENCY OF REPORTING REQUIRED WILL BE ESTABLISHED IN THE AWARD. NORMALLY, THE FREQUENCY OF FINANCIAL REPORTS IS BASED ON THE PROJECT NEEDS FOR EFFECTIVE MONITORING AND MANAGEMENT OF OUTCOMES AND SUBRECIPIENT RISK LEVEL. 3. SITE VISITS - TO REVIEW FINANCIAL AND PROGRAMMATIC RECORDS AND OBSERVE OPERATIONS. NEW SUBRECIPIENTS AND THOSE OTHERWISE CONSIDERED HIGHER-RISK MAY REQUIRE CLOSER MONITORING. IV. AUDIT OF SUBRECIPIENTS: NON-U.S. SUBRECIPIENTS ARE SUBJECT TO MONITORING BY PACT FOLLOWING APPLICABLE US GOVERNMENT AUDIT COMPLIANCE REQUIREMENTS, WHERE APPROPRIATE. PART I, LINE 3: THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. 1 ACACIA CONSULTING GROUP 952 SHEPHERD STNW WASHINGTON DC 20011 873338763 21349 0 GRANT FOR PEACE BUILDING PROJECT FAMILY HEALTH INTERNATIONAL (FHI 360) 359 BLACKWELL ST STE 200 DURHAM NC 27701 237413005 501(C)(3) 297230 0 GRANT FOR PUBLIC HEALTH PREVENTION PROJECT FUTURES WITHOUT VIOLENCE 100 MONTGOMERY STREET SAN FRANCISCO CA 94129 943110973 501(C)(3) 34518 0 GRANT FOR HEALTH/HIV PREVENTION PROJECT GISA INC 445 E 77TH ST APT 1R NEW YORK NY 10075 611861903 501(C)(3) 545609 0 GRANT FOR CIVIL SOCIETY AND MEDIA-STRENGTHENED PROJECT INTERNATIONAL CENTER FOR JOURNALISTS (ICFJ) 750 17TH STREET NW SUITE 300 WASHINGTON DC 20006 112724905 501(C)(3) 369026 0 GRANT FOR CIVIL SOCIETY AND MEDIA-STRENGTHENED PROJECT INTERNATIONAL CENTER FOR NOT-FOR-PROFIT-LAW 1660 L STREET NW SUITE 600 WASHINGTON DC 20036 521818273 501(C)(3) 254384 0 GRANT FOR CIVIL SOCIETY AND MEDIA-STRENGTHENED PROJECT INTERNATIONAL RESEARCH AND EXCHANGE BOARD 1275 K STREET NW SUITE 600 WASHINGTON DC 20005 223087809 501(C)(3) 15640690 0 GRANT FOR CIVIL SOCIETY AND MEDIA-STRENGTHENED PROJECT INTERNEWS NETWORK POBOX 4448 ARCATA CA 95518 943027961 501(C)(3) 279714 0 GRANT FOR HEALTH/HIV PREVENTION PROJECT JHPIEGO CORPORATION 1615 THAMES STREET BALTIMORE MD 21231 237424444 501(C)(3) 1547040 0 GRANT FOR HEALTH/HIV PREVENTION PROJECT MALAM DARFUR PEACE AND DEVELOPMENT 3301 CLEARWOOD CT FALLS CHURCH VA 22042 454347520 501(C)(3) 122431 0 GRANT FOR CIVIL SOCIETY AND MEDIA-STRENGTHENED PROJECT OMDENA 8 THE GREEN DOVER DE 19901 320597210 162807 0 GRANT FOR CIVIL SOCIETY AND MEDIA-STRENGTHENED PROJECT PALLADIUM INTERNATIONAL LLC 1331 PENNSYLVANIA AVENUE NW WASHINGTON DC 20004 200137383 501(C)(3) 102827 0 GRANT FOR COMMUNITY HIV PREVENTION PROJECT SOLIDARIDAD NORTH AMERICA 2120 UNIVERSITY AVENUE BERKELEY CA 94704 461528546 501(C)(3) 80753 0 GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT TECHNOSERVE INC 1777 N KENT STREET SUITE 1100 ARLINGTON VA 22209 132626135 501(C)(3) 113266 0 GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT THE ASIA FOUNDATION 1779 MASSACHUSETTS AVE NW 815 WASHINGTON DC 20036 941191246 501(C)(3) 4728356 0 GRANT FOR CIVIL SOCIETY AND MEDIA-STRENGTHENED PROJECT UNIVERSITY OF RHODE ISLAND 79 UPPER COLLEGE RD KINGSTON RI 02881 056014351 501(C)(3) 215769 0 GRANT FOR CHILDREN IMPACTED BY HIV PROJECT VIAMO PBC 1701 RHODE ISLAND AVE NW WASHINGTON DC 20036 820825124 305250 0 GRANT FOR COMMUNITY HIV PREVENTION PROJECT WI-HER LLC 8212 OLD COURTHOUSE ROAD VIENNA VA 22182 263355555 11698 0 GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 20002 521257057 501(C)(3) 55264 0 GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT 15 4 PART I, LINE 2: I. PURPOSE: TO SYNTHESIZE THE COMPLIANCE REQUIREMENTS FOR SUBRECIPIENT MONITORING. PROPER MONITORING SHOULD MEASURE PROGRESS TOWARD TARGETED RESULTS AND ENSURE THAT RESOURCES ARE USED ONLY FOR THE INTENDED PURPOSE. THIS POLICY IS APPLICABLE TO ALL SUBRECIPIENTS, DOMESTIC OR FOREIGN, RECEIVING FUNDS FROM PACT. II. POLICY: PACT, AS A PRIME RECIPIENT, IS RESPONSIBLE FOR MANAGING AND MONITORING SUBRECIPIENTS. III. PROCEDURE: THERE IS NOT A SINGLE METHOD FOR MONITORING SUBRECIPIENTS OR ONE TEMPLATE BECAUSE PROJECTS VARY BY THEIR NATURE AND REQUIREMENTS. MONITORING PLANS HAVE TO BE DEVELOPED SPECIFIC TO A GRANTS PROGRAM. A SOUND MONITORING PLAN SHOULD CAPTURE THE PROGRESS MADE TO ACCOMPLISH THE OBJECTIVES FOR WHICH THE AWARD WAS MADE. HOWEVER, THERE ARE CERTAIN COMMON ELEMENTS THAT COMPRISE GOOD MONITORING PLANS. THESE ARE: 1. PERFORMANCE REPORTS - THE TERMS AND CONDITIONS OF THE AWARD TO THE SUBRECIPIENT WILL PRESCRIBE THE FREQUENCY WITH WHICH PERFORMANCE REPORTS SHALL BE SUBMITTED. THEY WILL NOT BE REQUIRED MORE FREQUENTLY THAN QUARTERLY OR LESS FREQUENTLY THAN ANNUALLY. THEY SHOULD GENERALLY CONTAIN: (A) A COMPARISON OF ACTUAL ACCOMPLISHMENTS WITH THE GOALS AND OBJECTIVES ESTABLISHED FOR THE PERIOD AND (B) REASONS WHY ESTABLISHED GOALS WERE NOT MET, IF THEY WERE NOT MET. REPORTS SHOULD ALSO DESCRIBE PROBLEMS, DELAYS, OR ADVERSE CONDITIONS WHICH MATERIALLY IMPAIR THE ABILITY TO MEET THE OBJECTIVES OF THE AWARD AND INCLUDE A STATEMENT OF THE ACTION TAKEN OR CONTEMPLATED, AND ANY ASSISTANCE NEEDED TO RESOLVE THE SITUATION. 2. FINANCIAL REPORTS - THE TYPE AND FREQUENCY OF REPORTING REQUIRED WILL BE ESTABLISHED IN THE AWARD. THE FREQUENCY OF THE FINANCIAL REPORTS WILL BE DETERMINED BASED ON PROJECT NEEDS FOR EFFECTIVE MONITORING AND MANAGEMENT OF OUTCOMES AND SUBRECIPIENT RISK LEVEL. LOW RISK SUBRECIPIENTS MAY HAVE LESS FREQUENT FINANCIAL REPORTING BUT NOT LESS FREQUENTLY THAN ANNUALLY. 3. SITE VISITS - TO REVIEW FINANCIAL AND PROGRAMMATIC RECORDS AND OBSERVE OPERATIONS. NEW SUBRECIPIENTS AND THOSE OTHERWISE CONSIDERED HIGHER-RISK MAY REQUIRE CLOSER MONITORING. IV. AUDIT OF SUBRECIPIENTS U.S. NONPROFIT SUBRECIPIENTS EXPENDING $750,000 OR MORE IN FEDERAL AWARDS DURING THEIR FISCAL YEAR ARE SUBJECT TO AUDIT REQUIREMENTS IN SCFR 200.501. X 1 1 X X X 0 0 0 0 0 0 0 0 0 CAROLINE ANSTEY PRESIDENT & CEO (THRU 6/24) 463500 0 0 0 3810 0 37222 0 1839 0 506371 0 0 0 CRISTINE BETTERS SVP, BUSINESS DEVELOPMENT 289641 0 0 0 1290 0 24727 0 24778 0 340436 0 0 0 MICHELE LAIRD SR. VICE PRESIDENT, PROGRAMS 283696 0 0 0 1290 0 23196 0 23668 0 331850 0 0 0 SAMANTHA E BARBEE CFO (THRU 4/24) 276424 0 0 0 1290 0 36097 0 9628 0 323439 0 0 0 MARIA BARTON GC & CHIEF ETHICS & COMPLIANCE OFF. 277025 0 0 0 3348 0 21897 0 20760 0 323030 0 0 0 SABINE JOUKES THRU 1123 COUNTRY DIRECTOR, CAMBODIA 231046 0 0 0 39528 0 23562 0 8986 0 303122 0 0 0 ZEWUD DEBEBE THRU 824 CHIEF HUMAN CAPITAL OFFICER 261065 0 0 0 1290 0 24907 0 11721 0 298983 0 0 0 ROGER-MARK VALDEZ DE SOUZA - VP SUSTAINABLE MARKETS 231061 0 0 0 1290 0 21225 0 19961 0 273537 0 0 0 MARILYN G SANGIWA VP, GLOBAL HEALTH 214490 0 0 0 3810 0 28444 0 9447 0 256191 0 0 0 JENNIFER A MULIK SR DIR., PROJECT DIR. ACHIEVE 209165 0 0 0 1290 0 27437 0 9430 0 247322 0 0 0 GEORGE MASON INGRAM VP, GOVERNANCE 182665 0 0 0 450 0 24200 0 24434 0 231749 0 0 0 PART I, LINE 1: PACT MAY PROVIDE A REASONABLE AND ALLOWABLE HOUSING ALLOWANCE TO ENSURE EXPATRIATE STAFF HAVE ACCESS TO MODEST HOUSING IN A SAFE ENVIRONMENT. THIS ALLOWANCE INCLUDES TAXES, INSURANCE, AND FEES; AND OTHER ALLOWABLE AND APPROVED EXPENSES OF STATE STANDARD REGULATIONS TO DETERMINE REASONABLENESS FOR PURPOSES QUALIFIED STAFF IS WORKING. DURING CALENDAR YEAR 2023, ONE HIGHEST COMPENSATED EMPLOYEE RECEIVED THIS ALLOWANCE. THE VALUE OF THIS BENEFIT RECEIVED IS INCLUDED WITHIN PART II, COLUMN B(III). FORM 990, PART I, LINE 1 PACT IS A NONPROFIT ORGANIZATION THAT BUILDS EVIDENCE-BASED, DATA-DRIVEN, AND COMMUNITY-LED SOLUTIONS FOR HUMAN DEVELOPMENT ACROSS AFRICA, ASIA, EUROPE, AND LATIN AMERICA AND THE CARIBBEAN. A TRUSTED PARTNER OF GOVERNMENTS, PRIVATE COMPANIES, FOUNDATIONS, CIVIL SOCIETY, AND COMMUNITIES WORLDWIDE, WE TACKLE THE ROOT CAUSES OF POVERTY THROUGH SUSTAINABLE, IMPACTFUL, AND LIFESAVING PROGRAMS. EACH YEAR, MILLIONS OF PEOPLE IN COMMUNITIES AROUND THE WORLD MEANINGFULLY IMPROVE THEIR LIVES WITH OUR SUPPORT. OUR WORK IMPROVES HEALTH CARE AND HEALTH SECURITY, BOLSTERS EMERGING ECONOMIES, FOSTERS PEACE AND DEMOCRACY, PROTECTS CRITICAL SUPPLY CHAINS, MAKES ELECTRICITY MORE ACCESSIBLE, AND MORE. FORM 990, PART I, LINE 5: THE FIGURE NOTED IN LINE 5 REPRESENTS ONLY EMPLOYEES OF PACT WHO ARE US CITIZENS AND SUBJECT TO US WAGE AND TAX REPORTING REQUIREMENTS. IN ADDITION, PACT EMPLOYS THIRD COUNTRY NATIONALS AND LOCAL NATIONALS AROUND THE WORLD, WHO ARE NOT SUBJECT TO US WAGE AND TAX REPORTING REQUIREMENTS. FORM 990, PART III, LINE 1, CONTINUATION OF DESCRIPTION OF ORGANIZATION MISSION: ACROSS AFRICA, ASIA, EUROPE, AND LATIN AMERICA AND THE CARIBBEAN. A TRUSTED PARTNER OF GOVERNMENTS, PRIVATE COMPANIES, FOUNDATIONS, CIVIL SOCIETY, AND COMMUNITIES WORLDWIDE, WE TACKLE THE ROOT CAUSES OF POVERTY THROUGH SUSTAINABLE, IMPACTFUL, AND LIFESAVING PROGRAMS. EACH YEAR, MILLIONS OF PEOPLE IN COMMUNITIES AROUND THE WORLD MEANINGFULLY IMPROVE THEIR LIVES WITH OUR SUPPORT. OUR WORK IMPROVES HEALTH CARE AND HEALTH SECURITY, BOLSTERS EMERGING ECONOMIES, FOSTERS PEACE AND DEMOCRACY, PROTECTS CRITICAL SUPPLY CHAINS, MAKES ELECTRICITY MORE ACCESSIBLE, AND MORE. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS ONCE PACT'S FORM 990 IS COMPLETED BY ITS TAX PREPARER, IT IS REVIEWED IN DETAIL BY THE CONTROLLER. ONCE THE CONTROLLER IS SATISFIED THAT THE RETURN IS COMPLETE AND ACCURATE, IT IS REVIEWED BY PACT'S CFO AND/OR COO. PACT'S IRS FORM 990 IS SHARED WITH THE FINANCE AND AUDIT COMMITTEE IN DRAFT FORM AND IS ALSO PROVIDED TO ITS BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY UPON JOINING PACT. IT IS THE DUTY OF PACT DIRECTORS, OFFICERS, AND EMPLOYEES TO UPDATE AND RAISE ANY POTENTIAL CONFLICTS OF INTEREST DURING THEIR TENURE AT PACT. PACT DIRECTORS AND SENIOR MANAGEMENT PACT, INC. MUST RAISE POTENTIAL CONFLICTS AND SUBMIT THEIR PACT CONFLICT OF INTEREST DISCLOSURE FORM TO THE PACT BOARD SECRETARY (DIRECTORS) AND HUMAN RESOURCES (SENIOR MANAGEMENT), WHO THEN REVIEW TO DETERMINE IF A CONFLICT EXISTS. ALL OTHER EMPLOYEES RAISE POTENTIAL CONFLICTS WITH HUMAN RESOURCES, WHO IN TURN DECIDES HOW TO ADDRESS ANY POTENTIAL CONFLICT. ANY PERSON WITH A CONFLICT WILL RECUSE HIM/HERSELF FROM DISCUSSION AND DECISION ON THE PERTINENT MATTER. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING CEO AND OTHER OFFICER AND KEY EMPLOYEE COMPENSATION: PACT'S BYLAWS STATE THAT THE "SALARY OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THE TERMS OF HIS OR HER EMPLOYMENT SHALL BE FIXED BY THE BOARD OF DIRECTORS. THE SALARIES OF ALL OTHER STAFF AND THE TERMS OF THEIR EMPLOYMENT SHALL BE FIXED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER." CEO: THE EXECUTIVE COMMITTEE OF THE BOARD SETS THE CEO'S SALARY, TYPICALLY INFORMED BY INFORMATION PROVIDED BY THE SEARCH FIRM AT THE TIME OF HIRE. THE GOVERNANCE COMMITTEE CONDUCTS AN ANNUAL EVALUATION OF THE CEO AND AWARDS INCREASES AS DEEMED APPROPRIATE AND APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE AND THE GOVERNANCE COMMITTEE ARE COMPRISED OF INDEPENDENT PERSONS AND MAINTAIN CONTEMPORANEOUS WRITTEN DOCUMENTATION OF ALL DECISIONS MADE. OTHER OFFICERS OR KEY EMPLOYEES: THE CEO IS RESPONSIBLE FOR THE COMPENSATION OF OTHER EMPLOYEES BUT IS DIRECTLY INVOLVED ONLY IN THE HIRING AND SALARY NEGOTIATIONS OF C-LEVEL POSITIONS. IN THESE CASES, WHERE PACT IS UTILIZING A SEARCH FIRM, THE FIRM PROVIDES MARKET INFORMATION TO ASSIST IN THE DETERMINATION OF APPROPRIATE COMPENSATION LEVELS. FOR KEY EMPLOYEES BEYOND THE C-SUITE, PACT'S CHIEF HUMAN RESOURCES OFFICER IS RESPONSIBLE FOR SALARY DETERMINATIONS. PACT USES A SERIES OF ANNUAL SALARY SURVEYS OF PEER ORGANIZATIONS, CONDUCTED BY AN INDUSTRY TRADE ASSOCIATION, TO INFORM SALARY LEVELS. FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC PACT'S IRS DETERMINATION LETTER IS AVAILABLE UPON REQUEST. PACT'S ANNUAL REPORTS, AUDITED FINANCIAL STATEMENTS AND 990S ARE AVAILABLE UPON REQUEST, AS WELL AS ON ITS WEBSITE. FORM 990, PART XI, LINE 9: BAD DEBT EXPENSES -11,768. PACT VENTURES 1140 3RD STREET NE WASHINGTON DC 20002 TO SUPPORT PACT INC. DC 0 0 PACT INC PACT GLOBAL MICROFINANCE FUND 1140 3RD STREET NE WASHINGTON DC 20002 455008824 TO OPERATE MICROFINANCE PROGRAMS DE 501(C)(3) LINE 12A, I PACT INC 1 PACT GLOBAL (UK) CIO MERLIN PLACE MILTON ROAD CAMBRIDGE UK CB4 0DP UK NGO UK PACT INC 1 ENGAGED COMMUNITIES CGL KABAR AYE PAGODA RD MYANMAR CNT T BAHAN TOWNSHIP YANGON REGION BM SUPPORTING SERVICES BM PACT INC 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0