PLAN INTERNATIONAL USA INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- PLAN INTERNATIONAL USA INC (EIN 13-5661832)
- Tax period
- 2018-07-01 to 2019-06-30
- Filed
- 2019-12-31
- IRS object ID
- 202000079349300125
- Schema version
- 2018v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule C
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2019-12-31T09:26:52-08:00 | ReturnTs |
| Tax Period End | 2019-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DYL & PERILLO INC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 446 BROADWAY | AddressLine1Txt |
| City | PROVIDENCE | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02909 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 135661832 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | Plan International USA Inc | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PLAN | BusinessNameControlTxt |
| Phone | 4017385600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 Plan Way | AddressLine1Txt |
| City | Warwick | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028861099 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Ana Teresa Gutierrez-San Martin | PersonNm |
| Person Title | President & CEO | PersonTitleTxt |
| Phone | 4017385600 | PhoneNum |
| Signature | 2019-12-19 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ROBERT A PERILLO | PreparerPersonNm |
| PTIN | P00548403 | PTIN |
| Phone | 4014532020 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 72.82.26.77 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-12-31 | IPDt |
| IP Tm | 09:26:28 | IPTm |
| IP Timezone | PS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 9F0650B044BA90EA9F5B1F6D2F7963A545957CF8 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 9F0650B044BA90EA9F5B1F6D2F7963A545957CF8 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2020-09-23 17:36:50Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | A San Martin | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 Plan Way | AddressLine1Txt |
| City | Warwick | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 02886 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $72,471,486 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.planusa.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1937 | FormationYr |
| Legal Domicile State | RI | LegalDomicileStateCd |
| Activity Or Mission | See the Organization's Purpose Statement on Schedule O, Page 1 | ActivityOrMissionDesc |
| Voting Members Governing Body | 10 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 10 | VotingMembersIndependentCnt |
| Total Employee | 155 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $23,707 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $75,624,370 | PYContributionsGrantsAmt |
| CY Contributions Grants | $64,765,143 | CYContributionsGrantsAmt |
| CY Program Service Revenue | $0 | CYProgramServiceRevenueAmt |
| PY Investment Income | $509,997 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,968,248 | CYInvestmentIncomeAmt |
| PY Other Revenue | $3,048 | PYOtherRevenueAmt |
| CY Other Revenue | -$5,582 | CYOtherRevenueAmt |
| PY Total Revenue | $76,137,415 | PYTotalRevenueAmt |
| CY Total Revenue | $66,727,809 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $45,508,860 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $37,926,394 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $14,450,534 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $14,550,608 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $3,043,282 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $3,163,572 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $5,910,820 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $10,441,086 | PYOtherExpensesAmt |
| CY Other Expenses | $9,115,173 | CYOtherExpensesAmt |
| PY Total Expenses | $73,443,762 | PYTotalExpensesAmt |
| CY Total Expenses | $64,755,747 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,693,653 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,972,062 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $45,996,338 | TotalAssetsBOYAmt |
| Total Assets EOY | $49,445,934 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $7,081,465 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $9,177,554 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $38,914,873 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $40,268,380 | NetAssetsOrFundBalancesEOYAmt |
| Mission | See the Organization's Purpose Statement on Schedule O, Page 1 | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $44,938,762 | ExpenseAmt |
| Grant | $37,926,394 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Program and Technical Support - Plan International USA carries out the vast majority of its international activities through Plan International, Inc. (also registered in the USA) which implements programs through offices in over 50 developing countries. Worldwide programs (See Sch. O) are focused on: 1. Education (Exp $6,347,589 incl. grants of $5,568,407) 2. Health (Exp $18,018,797 incl. grants of $15,694,444) 3. Disaster & Conflict (Exp $6,884,873 incl. grants of $5,678,859) 4. Protection (Exp. $5,193,091 incl. grants of $4,506,241) 5. Youth and Economic Empowerment(Exp.$8,494,412 incl. grants of $6,478,443) For more information, please see "Program Service Accomplishments" in Schedule O. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $800,042 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Building Relationships - Our child sponsorship program links a sponsor in the United States with a child in need; they can exchange letters, cards and photos as a way to build relationships. Plan also shares program communications to keep sponsors informed of the work underway in the field. For more detailed information, please see "Program Service Accomplishments" in Schedule O. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,815,758 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | Development Education and Advocacy - Plan conducts educational outreach programs in the United States with youth, educators, sponsors and the public about issues affecting children and families in the developing world. These programs strive to enhance the understanding of poverty and the role that Plan has in the development process. For more information, please see "Program Service Accomplishments" in Schedule O. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $47,554,562 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (true) | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (true) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | Yes (true) | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 64 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 155 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (true) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (true) | Form990TFiledInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (true) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (true) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | false | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | false | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 10 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 10 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | David Cannata | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4015628417 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 155 Plan Way | AddressLine1Txt |
| City | Warwick | CityNm |
| State Abbreviation | RI | StateAbbreviationCd |
| ZIP | 028861099 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (25 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| Dorota Keverian | ||||||||
| Board Chair (end 11/2018) | 12.00 | Yes (X) | $0 | $0 | $0 | |||
| Georgiana Gibson | ||||||||
| Secretary | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| Jack Poulson | ||||||||
| Treasurer | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Allison Knapp Womack | ||||||||
| Vice Chair (end 11/2018) | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| Ann O'Brien | ||||||||
| Vice Chair (begin 11/2018) | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Fessenden | ||||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Carol Peasley | ||||||||
| Board Member (thru 11/2018); Board Chair (begin 11/2018) | 10.00 | Yes (X) | $0 | $0 | $0 | |||
| Paul Dwyer | ||||||||
| Board Member; Audit Chair | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Tamer Rashad | ||||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Marcelo Kim | ||||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Sara Moore | ||||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Elizabeth Myers | ||||||||
| Board Member | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| Susan Benton | ||||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Devesh Raj | ||||||||
| Board Member | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| Vicki Escarra | ||||||||
| Board Member | 6.00 | Yes (X) | $0 | $0 | $0 | |||
| Ana Teresa Gutierrez-San Martin | ||||||||
| President/CEO | 50.00 | $347,035 | $0 | $23,733 | Yes (X) | |||
| David Cannata | ||||||||
| CFO | 50.00 | $230,084 | $0 | $20,910 | Yes (X) | |||
| Shanna Marzilli | ||||||||
| Chief Marketing Officer | 50.00 | $277,183 | $0 | $39,579 | Yes (X) | |||
| Constantin Abarbieritei | ||||||||
| COO | 50.00 | $259,457 | $0 | $19,015 | Yes (X) | |||
| John Glover | ||||||||
| Sr.VP, Programs and Policy | 50.00 | $218,672 | $0 | $10,715 | Yes (X) | |||
| Yvonne Norman | ||||||||
| Director of IT | 50.00 | $176,471 | $0 | $26,474 | Yes (X) | |||
| Jill Nosach | ||||||||
| Vice President, Philanthropy | 50.00 | $174,549 | $0 | $26,503 | Yes (X) | |||
| Danielle Grant | ||||||||
| Director, Project Implementation Unit | 50.00 | $168,996 | $0 | $19,732 | Yes (X) | |||
| Frank Manfredi | ||||||||
| Senior Director, DRM | 50.00 | $164,234 | $0 | $19,639 | Yes (X) | |||
| Sue Richiedei | ||||||||
| Senior Director, WomenLead Institute | 50.00 | $159,660 | $0 | $13,804 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,176,341 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $220,104 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 43 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | CountryContractorAddress/ForeignAddress/CountryCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd |
|---|---|---|---|---|---|---|---|---|
| Public Outreach Fundraising | ||||||||
| 207 West Hastings St Suite 1005 | Vancouver | CA | In-person solicitation | $1,500,000 | ||||
| Bob Carter Companies LLC | ||||||||
| Campaign strategy/design | $213,000 | 2145 14th Ave Suite 26 | Vero Beach | FL | 32960 | |||
| Tribal Vision | ||||||||
| Fundraising Counsel | $190,710 | 2346 Post Road Suite 200 | Warwick | RI | 02886 | |||
| GiveBridge | ||||||||
| In-person solicitation | $1,588,960 | 525 Western Monroe St Ste 900 | Chicago | IL | 60661 | |||
| PricewaterhouseCoopers LLP | ||||||||
| Auditing Services | $164,000 | 1800 Tysons Blvd | McLean | VA | 22102 | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 8 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $23,405 | FundraisingAmt |
| Government Grants | $28,260,873 | GovernmentGrantsAmt |
| All Other Contributions | $36,480,865 | AllOtherContributionsAmt |
| Noncash Contributions | $342,485 | NoncashContributionsAmt |
| Total Contributions | $64,765,143 | TotalContributionsAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $585,641 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $585,641 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,115,707 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,733,100 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,382,607 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,382,607 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,382,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $4,995 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $23,405 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $10,577 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$5,582 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | -$5,582 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $66,727,809 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $0 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,962,666 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $37,342,949 | TotalAmt |
| Program Services | $37,342,949 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $583,445 | TotalAmt |
| Program Services | $583,445 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,385,540 | TotalAmt |
| Program Services | $285,391 | ProgramServicesAmt |
| Management And General | $1,072,240 | ManagementAndGeneralAmt |
| Fundraising | $27,909 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,410,908 | TotalAmt |
| Program Services | $4,370,619 | ProgramServicesAmt |
| Management And General | $5,008,274 | ManagementAndGeneralAmt |
| Fundraising | $1,032,015 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $824,655 | TotalAmt |
| Program Services | $317,110 | ProgramServicesAmt |
| Management And General | $432,173 | ManagementAndGeneralAmt |
| Fundraising | $75,372 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,137,713 | TotalAmt |
| Program Services | $431,729 | ProgramServicesAmt |
| Management And General | $603,369 | ManagementAndGeneralAmt |
| Fundraising | $102,615 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $791,792 | TotalAmt |
| Program Services | $304,473 | ProgramServicesAmt |
| Management And General | $414,951 | ManagementAndGeneralAmt |
| Fundraising | $72,368 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $47,022 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $47,022 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $177,374 | TotalAmt |
| Program Services | $73,424 | ProgramServicesAmt |
| Management And General | $103,950 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,163,572 | TotalAmt |
| Fundraising | $3,163,572 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $33,376 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $33,376 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,324,822 | TotalAmt |
| Program Services | $1,558,168 | ProgramServicesAmt |
| Management And General | $580,027 | ManagementAndGeneralAmt |
| Fundraising | $186,627 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $345,554 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $345,554 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,210,290 | TotalAmt |
| Program Services | $494,002 | ProgramServicesAmt |
| Management And General | $229,979 | ManagementAndGeneralAmt |
| Fundraising | $486,309 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $895,974 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $785,256 | ManagementAndGeneralAmt |
| Fundraising | $110,718 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,069,506 | TotalAmt |
| Program Services | $408,721 | ProgramServicesAmt |
| Management And General | $562,535 | ManagementAndGeneralAmt |
| Fundraising | $98,250 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,520,798 | TotalAmt |
| Program Services | $959,388 | ProgramServicesAmt |
| Management And General | $428,693 | ManagementAndGeneralAmt |
| Fundraising | $132,717 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $297,972 | TotalAmt |
| Program Services | $114,570 | ProgramServicesAmt |
| Management And General | $156,167 | ManagementAndGeneralAmt |
| Fundraising | $27,235 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,406 | TotalAmt |
| Program Services | $67,392 | ProgramServicesAmt |
| Management And General | $55,691 | ManagementAndGeneralAmt |
| Fundraising | $3,323 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| Banking & Credit Card Fees | $353,863 | $0 | $353,863 | $0 |
| Outside Clerical | $115,053 | $0 | $115,053 | $0 |
| Educ/Training/Mtgs | $178,892 | $104,395 | $68,138 | $6,359 |
| Repairs/Maintenance | $80,952 | $24,745 | $50,325 | $5,882 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $337,319 | TotalAmt |
| Program Services | $114,041 | ProgramServicesAmt |
| Management And General | $189,283 | ManagementAndGeneralAmt |
| Fundraising | $33,995 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,755,747 | TotalAmt |
| Program Services | $47,554,562 | ProgramServicesAmt |
| Management And General | $11,290,365 | ManagementAndGeneralAmt |
| Fundraising | $5,910,820 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,011,457 | BOYAmt |
| EOY | $9,281,925 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $498,828 | BOYAmt |
| EOY | $11,535 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,884,171 | BOYAmt |
| EOY | $19,241,462 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $774,102 | BOYAmt |
| EOY | $894,785 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $5,947,175 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,793,300 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,439,079 | BOYAmt |
| EOY | $1,153,875 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,388,701 | BOYAmt |
| EOY | $18,862,352 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,996,338 | BOYAmt |
| EOY | $49,445,934 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,809,228 | BOYAmt |
| EOY | $1,903,561 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,272,237 | BOYAmt |
| EOY | $7,273,993 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,081,465 | BOYAmt |
| EOY | $9,177,554 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,452,349 | BOYAmt |
| EOY | $16,519,415 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,700,916 | BOYAmt |
| EOY | $14,009,386 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,761,608 | BOYAmt |
| EOY | $9,739,579 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $38,914,873 | BOYAmt |
| EOY | $40,268,380 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,996,338 | BOYAmt |
| EOY | $49,445,934 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,972,062 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$587,724 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$30,831 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (true) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (true) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
| Other Support Sum | $0 | OtherSupportSumAmt |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,352,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,865,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,328,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,624,370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,765,143 | CurrentTaxYearAmt |
| Total | $351,935,713 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $84,352,318 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $56,865,516 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $70,328,366 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $75,624,370 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $64,765,143 | CurrentTaxYearAmt |
| Total | $351,935,713 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,334,405 | SubstantialContributorsTotAmt |
| Public Support Total170 | $349,601,308 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $565,273 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $518,651 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $336,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $407,217 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $585,641 | CurrentTaxYearAmt |
| Total | $2,413,712 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $354,349,425 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,273,184 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.98660 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99210 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
| Public Support Total509 | $0 | PublicSupportTotal509Amt |
| Public Support CY509 | 0 | PublicSupportCY509Pct |
| Investment Income CY | 0 | InvestmentIncomeCYPct |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Total Grassroots Lobbying TotalGrassrootsLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Direct Lobbying TotalDirectLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Total Lobbying Expend TotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $58,844,927 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $58,844,927 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $1,000,000 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $250,000 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $1,000,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $1,000,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $1,000,000 | CurrentYearMinus1Amt |
| Current Year | $1,000,000 | CurrentYearAmt |
| Total | $4,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $6,000,000 | LobbyingCeilingAmt |
Avg Total Lobbying Expend AvgTotalLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Current Year | $0 | CurrentYearAmt |
| Total | $0 | TotalAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $250,000 | CurrentYearMinus3Amt |
| Current Year Minus2 | $250,000 | CurrentYearMinus2Amt |
| Current Year Minus1 | $250,000 | CurrentYearMinus1Amt |
| Current Year | $250,000 | CurrentYearAmt |
| Total | $1,000,000 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $1,500,000 | GrassrootsCeilingAmt |
Avg Grassroots Lobbying Expend AvgGrassrootsLobbyingExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $0 | CurrentYearMinus3Amt |
| Current Year Minus2 | $0 | CurrentYearMinus2Amt |
| Current Year Minus1 | $0 | CurrentYearMinus1Amt |
| Total | $0 | TotalAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,535,993 | BeginningYearBalanceAmt |
| Contributions | $14,010 | ContributionsAmt |
| Investment Earnings Or Losses | $1,089,319 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $581,733 | OtherExpendituresAmt |
| End Year Balance | $14,057,589 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,555,395 | BeginningYearBalanceAmt |
| Contributions | $99,093 | ContributionsAmt |
| Investment Earnings Or Losses | $714,655 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $833,150 | OtherExpendituresAmt |
| End Year Balance | $13,535,993 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $13,181,263 | BeginningYearBalanceAmt |
| Contributions | $58,982 | ContributionsAmt |
| Investment Earnings Or Losses | $1,164,354 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $849,204 | OtherExpendituresAmt |
| End Year Balance | $13,555,395 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,054,906 | BeginningYearBalanceAmt |
| Contributions | $110,907 | ContributionsAmt |
| Investment Earnings Or Losses | $167,019 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,151,569 | OtherExpendituresAmt |
| End Year Balance | $13,181,263 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $14,434,136 | BeginningYearBalanceAmt |
| Contributions | $70,771 | ContributionsAmt |
| Investment Earnings Or Losses | $263,399 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $713,400 | OtherExpendituresAmt |
| End Year Balance | $14,054,906 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.13000 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.66000 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.21000 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | false | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | false | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $184,588 | InvestmentCostOrOtherBasisAmt |
| Book Value | $184,588 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,503,303 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $2,214,010 | DepreciationAmt |
| Book Value | $289,293 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $703,609 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $649,084 | DepreciationAmt |
| Book Value | $54,525 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Cost Or Other Basis | $2,555,675 | InvestmentCostOrOtherBasisAmt |
| Depreciation | $1,930,206 | DepreciationAmt |
| Book Value | $625,469 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,153,875 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | Due to Plan International, Inc. | Desc |
| Amt | $7,273,993 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $7,273,993 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $68,002,810 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $1,297,800 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $10,577 | OtherRevenueAmt |
| Revenue Not Reported | $1,308,377 | RevenueNotReportedAmt |
| Revenue Subtotal | $66,694,433 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $33,376 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $33,376 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $66,727,809 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $66,030,748 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $1,297,800 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $10,577 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $1,308,377 | ExpensesNotReportedAmt |
| Expenses Subtotal | $64,722,371 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $33,376 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $33,376 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $64,755,747 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt V, Line 4 | The intended use of the Endowment Fund is to maintain |
| Pt V, Line 4 | the purchasing power of the assets through long-term |
| Pt V, Line 4 | returns which provide for both (a) future growth of the |
| Pt V, Line 4 | endowment and (b) current income that can be used to |
| Pt V, Line 4 | support Plan's activities. |
| Pt XI, Line 2d | This amount represents the amount of direct expenses |
| Pt XI, Line 2d | incurred on Fundraising Events of $10,577. |
| Pt XII, Line 2d | Amount represents direct expenses incurred on Fundraising Events. |
| Other | Additional information relating to Part XI, line 2b and Part XII, line 2a: Plan's outreach includes partnerships developed to increase awareness of global poverty. One such campaign that began late in Fy18 and continued into Fy19 was Plan International USA and Plan's Latin American offices which partnered with Viacom International, more specifically with the Comedy Central brand. The initiative is aimed at addressing gender inequalities throughout Latin America. The activity was broadcast on Comedy Central Platforms (on air, digital, off air) beginning in June 2018 and into the first half of Plan's fiscal year ended June 30, 2019. The campaign was conducted in Spanish, reaching 27.9+ million households in 24 countries, including 11 Plan markets. The Plan markets include Bolivia, Colombia, Dominican Republic, Ecuador, El Salvador, Guatemala, Haiti, Honduras, Panama, Peru, and Paraguay. The revenue and expense amounts reported as reconciling items in Part XI and XII, respectively, represent amounts included in the audited financial statements for US Generally Accepted Accounting Principles but excluded for the purposes of the Form 990 in accordance with the IRS instructions. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (10 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| Sub-Saharan Africa | 0 | 0 | Grants | N/A | $234,624 |
| South Asia | 0 | 0 | Grants | N/A | $75,855 |
| South America | 0 | 0 | Grants | N/A | $70,740 |
| South Asia | 0 | 0 | Grants | N/A | $66,189 |
| Europe | 0 | 0 | Grants | N/A | $46,649 |
| Sub-Saharan Africa | 0 | 0 | Grants | N/A | $25,069 |
| Sub-Saharan Africa | 0 | 0 | Grants | N/A | $21,287 |
| Sub-Saharan Africa | 0 | 0 | Grants | N/A | $20,198 |
| Sub-Saharan Africa | 0 | 0 | Grants | N/A | $15,741 |
| South America | 0 | 0 | Grants | N/A | $7,093 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 0 | SubtotalOfficesCnt |
| Subtotal Employees | 0 | SubtotalEmployeesCnt |
| Total Office | 0 | TotalOfficeCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Subtotal Spent | $583,445 | SubtotalSpentAmt |
| Total Spent | $583,445 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (10 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| Sub-Saharan Africa | Orphans/Vuln childrn | $234,624 | Wire Transfer |
| South Asia | SustDevelopmentGoals | $75,855 | Wire Transfer |
| South America | SustDevelopmentGoals | $70,740 | Wire Transfer |
| South Asia | SustDevelopmentGoals | $66,189 | Wire Transfer |
| Europe | Malnutrition | $46,649 | Wire Transfer |
| Sub-Saharan Africa | SustDevelopmentGoals | $25,069 | Wire Transfer |
| Sub-Saharan Africa | SustDevelopmentGoals | $21,287 | Wire Transfer |
| Sub-Saharan Africa | SustDevelopmentGoals | $20,198 | Wire Transfer |
| Sub-Saharan Africa | SustDevelopmentGoals | $15,741 | Inter-office invoice |
| South America | SustDevelopmentGoals | $7,093 | Wire Transfer |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | Details are provided below regarding the monitoring of grants and other assistance. |
| Pt I Line 3 Col (F) | The grant listed as item (1) under Part I, Line 3 is with Plan's partner on a project being conducted in Kenya where the primary role of the grantee organization is to provide technical leadership in the area of mentoring mothers. The Kenya office of the grantee and its project staff work with Plan's Chief of Party ("CoP") and project team to plan and integrate their activities into project work plans. Activities are then jointly implemented by the grantee along with other Plan program staff. They submit monthly financial and quarterly accrual reports to Plan. Quarterly program reports are shared with the CoP, as are work plans, once they are agreed and finalized in-country. These documents are also tracked and reviewed by Plan. The grant listed as item (5) under Part I, Line 3 is with Plan's partner on a USAID funded project relating to a study on long term health consequences of acute malnutrition in Ethiopia. Plan monitors this activity through communications with the partner as well as the review of financial and programmatic reports required in the scope of the subgrant agreement with the partner. |
| Pt I Line 3 Col (F) | The grants listed as items 2, 3, 4, 6, 7, 8, 9 & 10 under Part I, Line 3 relate to Plan's work on a project focused on the Sustainable Development Goals with partner organization in 7 countries. Plan monitors the progress of the grantees through review of periodic financial and program performance reports as well as via field visits and recurring communications with the project teams at the partner organizations. |
| Pt II, Line 1 | The amounts listed on Part II, Line 1, represent funds transferred to various organizations for specific activities and are reported under the accrual method of accounting. |
| Other | Plan International USA, Inc. is the United States member of Plan International, Inc. ("PII"). PII is exempt under 501(c)(3) of the Internal Revenue Code. Plan International USA implements the vast majority of its international program activities through PII. See Schedule I for more information. |
Schedule G IRS990ScheduleG
| Field | Value | IRS element (for citing) |
|---|---|---|
| Mail Solicitations | Yes (X) | MailSolicitationsInd |
| Email Solicitations | Yes (X) | EmailSolicitationsInd |
| Phone Solicitations | Yes (X) | PhoneSolicitationsInd |
| In Person Solicitations | Yes (X) | InPersonSolicitationsInd |
| Solicitation Of Non Govt Grants | Yes (X) | SolicitationOfNonGovtGrantsInd |
| Solicitation Of Govt Grants | Yes (X) | SolicitationOfGovtGrantsInd |
| Special Fundraising Events | Yes (X) | SpecialFundraisingEventsInd |
| Agrmt Prof Fundraising Acty | Yes (true) | AgrmtProfFundraisingActyInd |
Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)
| ActivityActivityTxt | Fundraiser Control Of FundsFundraiserControlOfFundsInd | Gross ReceiptsGrossReceiptsAmt | Retained By ContractorRetainedByContractorAmt | Net To OrganizationNetToOrganizationAmt |
|---|---|---|---|---|
| Public Outreach Fundraising | ||||
| In-person solicitation | false | $528,621 | $1,028,384 | -$499,763 |
| Tribal Vision | ||||
| FR Counsel-website | false | $0 | $58,968 | -$58,968 |
| Cause Wired Co LLC | ||||
| FR Counsel-Campaign | false | $0 | $21,000 | -$21,000 |
| GiveBridge | ||||
| In-person solicitation | false | $983,651 | $2,054,370 | -$1,070,719 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Gross Receipts | $1,512,272 | TotalGrossReceiptsAmt |
| Total Retained By Contractors | $3,162,722 | TotalRetainedByContractorsAmt |
| Total Net To Organization | -$1,650,450 | TotalNetToOrganizationAmt |
| Licensed States | AL | LicensedStatesCd |
| Licensed States | AK | LicensedStatesCd |
| Licensed States | AZ | LicensedStatesCd |
| Licensed States | AR | LicensedStatesCd |
| Licensed States | CA | LicensedStatesCd |
| Licensed States | CO | LicensedStatesCd |
| Licensed States | CT | LicensedStatesCd |
| Licensed States | DE | LicensedStatesCd |
| Licensed States | DC | LicensedStatesCd |
| Licensed States | FL | LicensedStatesCd |
| Licensed States | GA | LicensedStatesCd |
| Licensed States | HI | LicensedStatesCd |
| Licensed States | ID | LicensedStatesCd |
| Licensed States | IL | LicensedStatesCd |
| Licensed States | IN | LicensedStatesCd |
| Licensed States | IA | LicensedStatesCd |
| Licensed States | KS | LicensedStatesCd |
| Licensed States | KY | LicensedStatesCd |
| Licensed States | LA | LicensedStatesCd |
| Licensed States | ME | LicensedStatesCd |
| Licensed States | MD | LicensedStatesCd |
| Licensed States | MA | LicensedStatesCd |
| Licensed States | MI | LicensedStatesCd |
| Licensed States | MN | LicensedStatesCd |
| Licensed States | MS | LicensedStatesCd |
| Licensed States | MO | LicensedStatesCd |
| Licensed States | MT | LicensedStatesCd |
| Licensed States | NE | LicensedStatesCd |
| Licensed States | NV | LicensedStatesCd |
| Licensed States | NH | LicensedStatesCd |
| Licensed States | NJ | LicensedStatesCd |
| Licensed States | NM | LicensedStatesCd |
| Licensed States | NY | LicensedStatesCd |
| Licensed States | NC | LicensedStatesCd |
| Licensed States | ND | LicensedStatesCd |
| Licensed States | OH | LicensedStatesCd |
| Licensed States | OK | LicensedStatesCd |
| Licensed States | OR | LicensedStatesCd |
| Licensed States | PA | LicensedStatesCd |
| Licensed States | RI | LicensedStatesCd |
| Licensed States | SC | LicensedStatesCd |
| Licensed States | SD | LicensedStatesCd |
| Licensed States | TN | LicensedStatesCd |
| Licensed States | TX | LicensedStatesCd |
| Licensed States | UT | LicensedStatesCd |
| Licensed States | VT | LicensedStatesCd |
| Licensed States | VA | LicensedStatesCd |
| Licensed States | WA | LicensedStatesCd |
| Licensed States | WV | LicensedStatesCd |
| Licensed States | WI | LicensedStatesCd |
| Licensed States | WY | LicensedStatesCd |
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | Day of the Girl | Event1Nm |
| Gross Receipts Event1 | $21,990 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $18,465 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $3,525 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $889 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $7,629 | OtherDirectExpensesEvent1Amt |
| Event2 | Leadership Council | Event2Nm |
| Gross Receipts Event2 | $6,410 | GrossReceiptsEvent2Amt |
| Charitable Contri Event2 | $4,940 | CharitableContriEvent2Amt |
| Gross Revenue Event2 | $1,470 | GrossRevenueEvent2Amt |
| Food And Beverage Event2 | $2,059 | FoodAndBeverageEvent2Amt |
| Gross Receipts Total | $28,400 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $23,405 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $4,995 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $889 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $2,059 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $7,629 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $10,577 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$5,582 | NetIncomeSummaryAmt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Line 2b col(v) | The information for Public Outreach is representative of the results during the fical year ended June 30, 2019. The activities are undertaken primarily to generate monthly-giving donors as opposed to soliciting one-time gifts. Although the gross receipts do include some one-time gifts, the focus of the fundraising efforts is on child and project sponsors who enroll in a long-term voluntary giving program. As a result, it is not unusual to have relatively small amounts of revenue within the same fiscal year as the campaigns are conducted. Instead, the intention is to recover the costs over a longer period of time during which the retained donors make continuing contributions. During the fiscal year ended June 30, 2019, the campaigns with Public Outreach generated approx. 3,400 new donors of which approx. 89% enrolled in monthly giving programs. |
| Line 2b col(v) | The information relating to activity with GiveBridge is similar to above with similar goals and objectives around obtaining monthly-giving donors. During the fiscal year ended June 30, 2019, the campaign with GiveBridge generated approx. 6,800 new gifts of which approx. 88% enrolled in monthly-giving programs. |
| Line 2b col(v) | The information relating to activity with Tribal Vision and Cause Wired Co., LLC is different than the other two firms noted on Schedule G because Tribal Vision and Cause Wired Co., LLC are known as fundraising counsel whereas the others are soliciting contributions. Fundraising counsel are generally defined as any person/organization who (for compensation) plans, manages, advises or assists a charitable organization with the solicitation of contributions which the charitable organization conducts. Fundraising counsel do not directly solicit contributions from individuals. As such, while the services described below may fall within the broad scope of work done by a "fundraising professional," there are no fundraising revenue figures directly attributed to these consultants because they do not actually solicit or collect revenue for the organization through fundraising campaigns. |
| Line 2b col(v) | During fiscal year ended June 30, 2019, Tribal Vision provided Plan International USA with general digital content marketing and strategy consultation. Tribal Vision analyzed and executed social media and display advertising and provided the organization with recommendations on how to optimize digital advertising. |
| Line 2b col(v) | During fiscal year ended June 30, 2019, Cause Wired Co., LLC provided Plan International USA with assistance in the development of a Case for Support as part of the planning for a multiple year fundraising campaign. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|---|
| Plan International Inc | ||||||||||
| 300 East 47th St 10th Floor | New York | NY | 10017 | 510169168 | 501(c)(3) | $36,859,408 | $0 | N/A | N/A | Prog. Support |
| School to School Intrnatl | ||||||||||
| 1005 Terra Nova Blvd | Ste Pacifica | CA | 94044 | 020600889 | 501(c)(3) | $291,709 | $0 | N/A | N/A | Reading matrls |
| Results for Development Inst Inc | ||||||||||
| 1100 15th St NW | Washington | DC | 20005 | 208530747 | $107,878 | $0 | N/A | N/A | HIV response consulting | |
| Internews Network | ||||||||||
| 867 7th Street | Arcata | CA | 95521 | 943027961 | $78,954 | $0 | N/A | N/A | Train communities re: HIV | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (41 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 2 | Plan International USA, Inc. is the United States member organization of |
| Pt I Line 2 | Plan International, Inc. ("PII"). Plan International USA implements the vast |
| Pt I Line 2 | majority of its international activities through PII and the $36,859,408 |
| Pt I Line 2 | represents the program support funding transferred or accrued to PII during the year |
| Pt I Line 2 | ended June 30, 2019 for community development projects focusing on children |
| Pt I Line 2 | in over 50 developing countries around the world. |
| Pt I Line 2 | Plan International USA monitors funds transferred to PII regularly throughout |
| Pt I Line 2 | each fiscal year. Plan International USA staff are involved in the planning, |
| Pt I Line 2 | design, and implementation of programs that are currently administered through |
| Pt I Line 2 | PII and work directly with staff of PII in these matters. Some of the |
| Pt I Line 2 | specific activities include: |
| Pt I Line 2 | 1. Plan International USA has access to and regularly reviews the global |
| Pt I Line 2 | organization's intranet site which includes significant amounts of data on |
| Pt I Line 2 | the program activities being conducted throughout all of the program locations. |
| Pt I Line 2 | 2. Plan International USA has regular access to the financial reporting |
| Pt I Line 2 | which allows for the monitoring of programs on a budget vs. actual basis as |
| Pt I Line 2 | well as providing some detail on the types of spending that are conducted in |
| Pt I Line 2 | the field so that the monitoring of the scope of work can be done. |
| Pt I Line 2 | 3. Plan International USA can review the results of the work conducted by PII's |
| Pt I Line 2 | Global Assurance Unit (i.e. Internal Audit) to gain satisfaction over the |
| Pt I Line 2 | procedures and controls that are in place at the program locations. |
| Pt I Line 2 | 4. Plan International USA staff conduct regular field visits whereby they |
| Pt I Line 2 | perform program monitoring and evaluation work as well as providing technical |
| Pt I Line 2 | program backstopping. |
| Pt I Line 2 | 5. Plan International USA has representation on many of the global management |
| Pt I Line 2 | committees and consortia that are in place to help oversee and guide the work of PII. |
| Pt I Line 2 | 6. An aspect of the global governance structure provides that the member |
| Pt I Line 2 | organizations of the global organization (Plan International USA is the U.S. |
| Pt I Line 2 | member of Plan International) share in the governance of the global |
| Pt I Line 2 | organization via representation on the Plan International Member's Assembly. |
| Pt I Line 2 | The Member's Assembly is composed of delegates from each member organization |
| Pt I Line 2 | around the world. Plan International USA currently has 2 delegates which are |
| Pt I Line 2 | elected by the Board of Directors of Plan International USA. The Member's |
| Pt I Line 2 | Assembly serves as the governance and policy setting Board for the |
| Pt I Line 2 | worldwide organization. |
| Pt I Line 2 | Overall, there is open communication between Plan International USA and PII |
| Pt I Line 2 | which provides for effective and timely oversight of the use of funding |
| Pt I Line 2 | provided by Plan International USA to PII. |
| Pt I Line 2 | Plan International USA's subgrant to School-to-School International ("STS")related to an education project being conducted in Niger. Plan International USA monitored the activities of STS both in the field-country and remotely through review of monthly financial reports, quarterly program performance reports, country office visits and by taking the lead role in the monitoring and evaluation process. |
| Pt I Line 2 | Plan International USA's subgrant to Results for Development Institute, Inc. ("R4D") related to an HIV response project in Central America. The role of R4D was to provide technical assistance in order to provide financial sustainability to the HIV programs in the region and to generate reliable financial, strategic and programmatic data in the region with the objective of improved access to HIV care and treatment. Plan's technical team in the US and in the region monitor the subs work through periodic programmatic and financial reports and correspondence/meetings. |
| Pt I Line 2 | Plan International USA's subgrant to Internews Network ("Internews") related to an HIV response project in Central America. The role of Internews was to work with key populations and decision makers to promote the reduction of stigma and discrimination associated with HIV. Plan's technical team in the US and in the region monitor the subs work through periodic programmatic and financial reports and correspondence/meetings. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ana Teresa Gutierrez-San Martin | |||||||||||||
| $347,035 | $0 | $0 | $0 | $0 | $0 | $23,375 | $0 | $358 | $0 | $370,768 | $0 | $0 | $0 |
| David Cannata | |||||||||||||
| $230,084 | $0 | $0 | $0 | $0 | $0 | $19,776 | $0 | $1,134 | $0 | $250,994 | $0 | $0 | $0 |
| Shanna Marzilli | |||||||||||||
| $277,183 | $0 | $0 | $0 | $0 | $0 | $23,375 | $0 | $16,204 | $0 | $316,762 | $0 | $0 | $0 |
| Constantin Abarbieritei | |||||||||||||
| $259,457 | $0 | $0 | $0 | $0 | $0 | $18,657 | $0 | $358 | $0 | $278,472 | $0 | $0 | $0 |
| John Glover | |||||||||||||
| $218,672 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $10,715 | $0 | $229,387 | $0 | $0 | $0 |
| Yvonne Norman | |||||||||||||
| $176,471 | $0 | $0 | $0 | $0 | $0 | $15,345 | $0 | $11,129 | $0 | $202,945 | $0 | $0 | $0 |
| Jill Nosach | |||||||||||||
| $174,549 | $0 | $0 | $0 | $0 | $0 | $15,374 | $0 | $11,129 | $0 | $201,052 | $0 | $0 | $0 |
| Danielle Grant | |||||||||||||
| $168,996 | $0 | $0 | $0 | $0 | $0 | $14,542 | $0 | $5,190 | $0 | $188,728 | $0 | $0 | $0 |
| Frank Manfredi | |||||||||||||
| $164,234 | $0 | $0 | $0 | $0 | $0 | $14,038 | $0 | $5,601 | $0 | $183,873 | $0 | $0 | $0 |
| Sue Richiedei | |||||||||||||
| $159,660 | $0 | $0 | $0 | $0 | $0 | $13,446 | $0 | $358 | $0 | $173,464 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Pt I Line 3 | FormAndLineReferenceDesc |
| Explanation | For a detailed explanation of the process used to determine CEO compensation please refer to the reference to Form 990, Page 6, Part VI, Section B, Question 15a on Schedule O. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 44 | ContributionCnt |
| Noncash Contributions Rpt F990 | $256,780 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV on date of gift | MethodOfDeterminingRevenuesTxt |
Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)
| Non Cash CheckboxNonCashCheckboxInd | DescDesc | ContributionContributionCnt | Noncash Contributions Rpt F990NoncashContributionsRptF990Amt | Method Of Determining RevenuesMethodOfDeterminingRevenuesTxt |
|---|---|---|---|---|
| Yes (X) | Software | 1 | $33,810 | Fair Mkt Value |
| Yes (X) | Misc. GIK | 2 | $51,895 | Fair Mkt Value |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Pt I Line 30b | The number of contributions listed on line 9 represents 44 separate gifts of publicly traded securities or mutual funds received throughout the fiscal year ended June 30, 2019. |
| Pt I col(b) | The non-cash contribution on line 25 represents the fair value of software licenses donated for Plan International USA's Equal Measures 2030 project relating to the Sustainable Development Goals. |
| Pt I col(b) | The non-cash contribution on line 26 is comprised of 2 separate gifts in kind that were utilized by Plan International USA in the United States operation. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (112 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Other | **** PLAN INTERNATIONAL USA,INC. PURPOSE STATEMENT **** |
| Other | Plan strives for a just world that advances children's rights and equality for girls. We engage people and partners to:(1) Empower children, young people and communities to make vital changes that tackle the root causes of discrimination against girls, exclusion and vulnerability; (2) Drive change in practice and policy at local, national and global levels through reach, experience and knowledge of the realities children face; (3) Work with children and communities to prepare for and respond to crises and to overcome adversity; (4) Support the safe and successful progression of children from birth to adulthood. |
| Pt VI, Line 11b | The Form 990 is provided electronically to each member of the Plan International USA Audit Committee. The Audit Committee then meets with Plan International USA's CEO and CFO to review the Form 990 in detail. Once the 990 has been approved by the Audit Committee, it is sent electronically to the full Board of Directors for review and comment. Once the comment period is over, either the Board approves or delegates the authority to the Executive Committee of the Board to approve the Form 990. Once approved it is filed with the IRS and posted to the Organization's website for public disclosure. |
| Pt VI, Line 12c | On an annual basis, the officers, directors and all employees receive a copy of and review Plan International USA's Conflict of Interest disclosure questionnaire. Each of them signs that questionnaire where they must disclose any actual or potential conflicts of interest. All questionnaires with any actual or potential conflicts are then reviewed by either Chair of the Audit Committee, Board Chair, Senior Director of Human Resources, or the Director of Ethics and Compliance depending on the position of the person whose questionnaire has disclosure. Appropriate action is taken as needed. During the year if potential conflicts arise, they must be disclosed promptly and in writing to the appropriate person (as noted above). |
| Pt VI, Line 12c | If there are any potential conflicts of interest relating |
| Pt VI, Line 12c | to a particular vote that the Board is taking, the |
| Pt VI, Line 12c | Board member(s) must declare the potential conflict and |
| Pt VI, Line 12c | abstain from voting. This is then recorded in the minutes of the Board meeting. |
| Pt VI, Line 15a | Every year (typically in late summer), the Executive Committee of the Board (EXCO)leads the annual CEO performance review process. The EXCO requests and reviews a CEO evaluation feedback form that is received from each Board Member and can also include feedback from members of the Executive Team. |
| Pt VI, Line 15a | Based on that feedback, the EXCO prepares the performance |
| Pt VI, Line 15a | review for Board approval. The discussion with the CEO is conducted by the EXCO. |
| Pt VI, Line 15a | Based on the CEO's performance against objectives and a comparison to external market factors for CEO's in similar locations and of similar sized organizations, an increase (if applicable based on the aforementioned factors) is recommended by the EXCO and brought to the Board for approval typically around the time of the September Board meeting. The EXCO retains documentation with respect to the process, deliberations, external data, and the decisions made regarding CEO compensation. The process includes a regular review of the benchmarks with periodic consultation with a compensation specialist to ensure that the CEO salary and those of other positions in the organization are within the market range of comparable positions at similar organizations in similar markets. |
| Pt VI, Line 15b | For current staff, including officers and key employees, but with the exception of the CEO (as described in reference above to Pt VI, line 15a), the annual performance reviews are conducted in the summer/fall following each fiscal year end. |
| Pt VI, Line 15b | At that time, managers determine compensation increases for staff based on merit and the availability of funds based on the budget and corresponding organizational performance. |
| Pt VI, Line 15b | As needed, positions at Plan International USA are market |
| Pt VI, Line 15b | priced with an outside consultant to determine if the pay ranges for each job are in line with those in other like positions in similar geographic locations. When changes to the job descriptions are made, Human Resources staff have a process for determining the grade level and salary. For instances where the compensation for the position is in question, Human Resources has an external compensation specialist to consult. |
| Pt VI, Line 15b | Documentation is kept regarding each employee's salary. Officers and key employees are reviewed by the CEO and any salary changes for officers and key employees are approved by the CEO. |
| Pt VI, Line 19 | Plan International USA's audited financial statements are made available publicly on our website at: www.planusa.org and also on other websites such as Guidestar. In addition, financial information as well as governing documents and our Conflict of Interest Policy are available upon request. |
| Pt XI | Other Changes in Net Assets (Part XI, Line 9) |
| Pt XI | Change in value of perpetual trusts $ (3,729) |
| Pt XI | Change in value of split-interest agreements (27,102) |
| Pt XI | ----------- |
| Pt XI | Other Changes in Net Assets(non-operating) $ (30,831) |
| Other | PLAN INTERNATIONAL USA, INC. |
| Other | PROGRAM SERVICE ACCOMPLISHMENTS |
| Other | Plan International USA, Inc. (Plan) is the U.S. member organization of Plan International Inc. (PII), along with 21 other member offices around the world. Plan implements the vast majority of its international activities through PII, which is also a non-profit organization registered in the U.S. Plan has been working for more than 80 years to break the cycle of poverty. Today, we support children, youth, families, and communities in more than 50 countries across Africa, Asia, and the Americas to strengthen the health, knowledge, and resilience of millions of children, which results in lasting change for families, communities, and ultimately, nations. |
| Other | We focus on ensuring that children, particularly girls - who are often the most marginalized - receive the education and protection to which they have a right, and that they are not excluded from services or decision-making. This means addressing gender challenges, the preponderance of which affect girls and young women. We carry out our work by partnering with communities, local and national governments, and civil society organizations. We are independent, with no religious, political, or governmental affiliations. |
| Other | Plan's Commitment to Gender Equality |
| Other | Plan is committed to ensuring and promoting gender equality in every aspect of who we are and how we work. Over the past decade we have worked to address gender inequality in our offices and staffing, partnerships, communications and marketing, advocacy and campaigns, and, of course, programming. In 2017 PII adopted a "Global Policy on Gender Equality and Inclusion," which provides a framework through 2022 to bring about gender-transformative changes so that 100 million girls and young women can learn, lead, decide, and thrive. Plan is a key partner in implementing this ambitious strategy, which is inextricably linked to efforts to achieve the UN's Sustainable Development Goals by 2030. |
| Other | A. PROGRAM AND TECHNICAL SUPPORT |
| Other | Program and Technical Support Funding of $44,938,762 (for the fiscal year ended June 30, 2019) represents funds received by Plan from sponsors, donors, and other entities (such as the U.S. government, corporations, foundations, etc.), $7,012,368 of which was used on programmatic activities conducted directly by Plan, and $37,926,394 of which more than 97% percent was transferred to PII and combined with the funding received from the other 21 member offices around the world. The combined funds are then used to support field programs in more than 55,000 communities in more than 50 developing countries. Plan's field programs are focused on the following five core areas described below: |
| Other | 1. EDUCATION |
| Other | Plan's goal: Children and youth will realize their right to quality education. |
| Other | Education is one of the most powerful tools available to ensure children are able to fulfill their potential. Every child has the right to education, but many are excluded because of poverty, gender, disability, geographical remoteness, language, or cultural barriers. |
| Other | We work to promote free, equal access to quality education for all children. We promote child-friendly learning environments; develop teaching skills and teaching materials; provide training to government staff; and work closely with parents and communities to enable them to support their children's learning at home, in school, and in the wider community. Through our engagements, we encourage young people and critical community stakeholders to be advocates for the change they desire. |
| Other | We work with national and local governments to help improve the laws and public policy on education, and we take part in local, national, and international campaigns to support quality education for all. |
| Other | In fiscal year 2019, Plan's expenditures in education totaled approximately $6,347,589, with $5,185,534 transferred to PII for our overseas programs. Examples of Plan's FY19 projects in this area include: Tusome Pamoja, Lecture Pour Tous, and Early Grade Reading Program. |
| Other | Tusome Pamoja (Let's Read Together): |
| Other | Tusome Pamoja is a five-year early grade reading program funded by United States Agency for International Development (USAID) and implemented by the Research Triangle Institute (RTI) that supports improved learning outcomes (reading, writing, and arithmetic) in four regions of Tanzania (Iringa, Morogoro, Mtwara, and Ruvuma) and 11 districts of Zanzibar. Through a $6.6 million subcontract, Plan is working with RTI to reach an estimated 853,150 pupils across grades 1 through 4 in 3,041 schools this year. Plan engages parents and community members to increase their understanding of the importance of reading through parent support groups and the provision of tools to reinforce at-home learning. To increase school accountability and promote parent involvement in schools, Plan also works with these stakeholders to implement community scorecards as a tool for tracking school progress and student academic achievement. |
| Other | More than 40,000 boys and girls have benefited from interventions, making significant gains in basic reading skills and school enrollment, particularly for girls. |
| Other | Lecture Pour Tous (All Children Reading): |
| Other | Lecture Pour Tous is a five-year early grade reading program funded by USAID and implemented by Chemonics in support of the Ministry-led National Reading Program in Senegal. The program aims to greatly improve reading skills for students in grades 1 through 3. As a lead subcontractor, Plan's $4.43 million initiative is implementing a comprehensive parent and community engagement program in six regions of Senegal that uses innovative social behavior change communication (SBCC) strategies to increase parent demand for quality reading instruction in schools. Targeted training programs and awareness-raising through local radio and school management committees provides parents with the skills to effectively support their children at home as they learn to read. |
| Other | Working through partnerships with local community-based organizations, schools, and government partners, Plan supports communities as key drivers of change. Together, these key stakeholders implement interactive, child-centered activities, such as summer reading camps and parent learning circles, designed to complement the program's broader teacher training and curriculum development components. To date, Plan has mobilized more than 65,000 community members and parents in 766 school communities in the effort to improve early grade reading outcomes. |
| Other | Early Grade Reading Program: |
| Other | The Early Grade Reading Program (EGRP) in Nepal is a USAID-funded, multi-stakeholder, country-wide education program that is working to directly assist the Government of Nepal, schools, community actors, and parents in supporting the education of their children. This takes place through community groups, new tools for engagement, and increased support to traditional forms of educational practice. The primary goals of the program are directly aimed at children themselves, as well as the supportive systems that are responsible for their education. The program aims to improve children's reading in grades 1-3 and strengthen the Government of Nepal's capacity to deliver these services across 16 districts of the country. |
| Other | Plan, as a partner to RTI, is operating a $2.7 million activity plan that is strategically engaging, educating, and empowering parents around the role they can and should play in their children's education. Understanding the vital importance of creating sustainable interventions, Plan is supporting strategic partnerships between parents and schools. Plan is assisting parents in the creation of supplementary reading materials; hosting of after-school reading clubs; improving the home learning environment by creating reading spaces and enhancing the print-rich nature of their houses; increasing the supportive dialogue among parents through peer-to-peer training; helping guide schools in planning for the allocations under their School Improvement Plans; and ensuring further participation of parents and communities in the direction and management of schools. This year Plan has reached more than 120,000 community members, local government representatives, and parents through leadership and advocacy workshops, peer education trainings, and other school based initiatives. |
| Other | 2. HEALTH |
| Other | Plan's goal: Engaging young people, their peers, families, households and communities so that they have the knowledge, skills, and capacity to thrive. Adolescents and young people will realize their right to sexual and reproductive health, including HIV prevention, care, and treatment. |
| Other | Plan supports a range of programs that reduces morbidity and mortality by strengthening individual families, households and communities. These interventions include initiatives to prevent and combat specific avoidable childhood illnesses, as well as efforts to strengthen community health systems and positively impact health-seeking behavior. |
| Other | Our integrated approach to health intersects with work to promote good nutrition, early child development, and early education, while providing support for parents and caregivers. We work with our partners to help mothers, children, and young people access quality primary health care and social services. We also support quality, age-appropriate sexual and reproductive health education and services for adolescents and young people. We challenge the beliefs and attitudes that maintain inequality between the sexes. We also advocate for more effective policies and actions that respect and protect the rights of children, adolescents, and young people living in a world with HIV. These include the right to be protected from HIV and, for those affected, to receive care and support. This work includes building the capacity of household members caring for children orphaned by HIV/AIDS. In FY19, Plan International USA's expenditures for health totaled approximately $18,018,797, $15,398,668 of which was transferred to PII. Examples of Plan's FY19 projects in this area include: Nilinde: Support for Orphans and Vulnerable Children in Nairobi and Coast Counties of Kenya; Health Systems Strengthening; and Comprehensive Coordinated Care for Children. |
| Other | Nilinde: Support for Orphans and Vulnerable Children in Nairobi and Coast Counties of Kenya: |
| Other | Plan International USA's largest project when it was awarded in 2015 with a five-year ceiling of $41,005,731 this project was adjusted to a four-year $38,361,977 total during FY19. Funded by USAID, Plan led the project through a consortium that, in FY19, included Ananda Marga Universal Relief Team (AMURT), Childline Kenya, and mothers2mothers (m2m). The project, known locally as "Nilinde," meaning "Protect Me" in Swahili, works to support at-risk children in Kenya by focusing on improving the welfare and protection of the most vulnerable households affected by HIV in Nairobi and Coast Counties. |
| Other | Nilinde worked with local partner organizations to increase household resiliency and empower parents and caregivers to make investments to improve the health and well-being of orphans and vulnerable children (OVC). Working at both local and national levels, Nilinde aimed to increase access to health and social services and support government efforts at strengthening child welfare and protection systems. Nilinde's holistic case management approach connected health, nutrition, HIV services, psychosocial support, and education to economic strengthening services designed to graduate families out of program support by developing their ability to grow and sustain their assets, income, and skills. In Nairobi County, the project focused on informal settlements where the majority of OVC reside. In Coast County, the project worked in both informal settlements in urban areas and in rural areas where larger OVC populations live. |
| Other | In FY19, USAID Kenya chose to shorten the project for budgetary and new strategic reasons. Over the course of four years, Nilinde reached a total of 183,547 children with essential services to keep them healthy, safe, stable and schooled. This represented support to more than 75,000 households in Kilifi, Kwale, Lamu, Mombasa, Nairobi and Taita Taveta counties. In this final year, the number served peaked at 148,793 children. Using a differentiated service and household graduation approach, Nilinde supported 24,582 highly vulnerable households to engage in simple table banking approaches to help them cover basic costs, while an additional 26,302 households at all levels of vulnerability engaged in village savings and loan groups. This year, the project further strengthened its focus on ensuring that children at risk of HIV infection received HIV testing services and, in the case of those children living with HIV, were linked to care and treatment, with close follow-up and support from community case workers. This focus enabled 91 percent of caregivers to know the HIV status of the child in their care (with risk screening protocols for HIV testing applied) and 100 percent of the 4,780 children living with HIV to be on anti-retroviral therapy with approximately 96 percent of them having achieved viral load suppression. Nilinde continued to work with governmental and non-governmental partners to strengthen capacities for using data for decision-making and improving quality services to OVC during this final year as well. |
| Other | Health Systems Strengthening: |
| Other | The USAID-funded Health Systems Strengthening project (HSS+) aims to improve the performance of the health system in Senegal by alleviating barriers to quality health services. The project is implemented by Abt Associates and includes World Vision and Plan as the two community engagement subrecipient organizations. The project started in 2016 and will last for five years. Plan's budget over this time frame is $2 million. HSS+ involves strengthening local-level governance geared towards reducing maternal morbidity and mortality, and contributes to the USAID/Senegal Health Program (2016-2021) goal to improve the health status of the Senegalese population. |
| Other | As one of the partners on the community engagement component, Plan focuses on the key expected result of strengthening community involvement in the management of health systems. This includes 1) increased awareness and community involvement in activities to promote health and enhance the continuity of health care; 2) increased use of community funding mechanisms; and 3) strengthened capacity of the structures of local government to improve health care in response to community needs. In addition, Plan supports implementation at the department, commune, and community levels and the development of community-based health insurance plans. Plan is focused on metropolitan Dakar, Kaolack (Nioro du Rip), Louga, and Thies. |
| Other | Coordinating Comprehensive Care for Children: |
| Other | Under the Coordinating Comprehensive Care for Children (4Children) project, which is led by Catholic Relief Services (CRS) and funded by USAID, Plan works to increase the availability of, access to, and uptake of specialized evidence-based services for OVC under 5 years and to provide adolescent girls and young women (AGYW) with high-quality case management, household economic strengthening, and other evidence-based services within the President's Emergency Plan for AIDS Relief (PEPFAR) OVC portfolio. The project started in 2014 and costs totaled $562,849 over five years. |
| Other | In 4Children Haiti, Plan focuses on ensuring that vulnerable AGYW have increased access to comprehensive evidence-based and age-appropriate services in four districts. The program has two overall objectives, with Plan focusing primarily on one: adolescent girls and young women at risk of acquiring HIV infection having increased access to comprehensive evidence-based, age-appropriate services in accordance with the U.S. Government's Determined, Resilient, Empowered, AIDS-free, Mentored, and Safe (DREAMS) initiative guidance and standards in four DREAMS target arrondissements (arrondissements are districts within Haiti). As part of this objective, Plan brings its expertise in youth mobilization through support for safe spaces, or DREAMS hubs. DREAMS hubs are youth-friendly spaces for adolescent girls through which all DREAMS services are delivered. Through the DREAMS hubs AGYW are able to build positive social connections, receive reinforcing support and mentoring, participate in social asset building activities, and learn about HIV and violence prevention. DREAMS mentors lead activities in the hubs - which are also open to adolescent boys and young men during designated hours. |
| Other | 3. DISASTER & CONFLICT |
| Other | Plan's goal: Children and youth grow up in resilient communities and realize their rights in safety and with dignity before, during, and after disasters and conflicts. |
| Other | In times of disaster, children are particularly vulnerable. Separation from families and friends causes uncertainty, anxiety, and shock, with a significant impact on children's emotional well-being. Our initial disaster response work focuses on children's urgent needs, such as shelter, food, and water. We also prioritize child protection and education to help re-establish a sense of security and normalcy. An important part of our response involves developing child-friendly spaces that help protect children from harm and exploitation, and aid emotional healing. In addition to emergency response work, Plan works with communities to help them prepare for and reduce the risk of emergency events. Across the globe, Plan also works extensively with forcibly displaced populations, including refugees and internally displaced persons (IDPs). |
| Other | Our goal is to support children and youth, their communities, and their societies to develop resilience, enabling them to better absorb external shocks and continue forward with their personal and community development. Toward that end, we also seek to address the social inequities and governance challenges that marginalize segments of the population and prevent them from developing resilience. |
| Other | Plan's expenditures on disasters in FY19 totaled approximately $6,884,873, $5,626,889 was transferred to PII. Examples of Plan's FY19 projects in this area include: Marawi Response Project (MRP); Central African Republic Tracing and Reunification III; and Provision of Integrated Child Protection Education and Youth Empowerment Services to South Sudanese Refugees in Gambella. |
| Other | Marawi Response Project ("MRP"): |
| Other | This three-year, $25 million USAID-funded project is strengthening the self-reliance of IDPs and host community members affected by the 2017 Marawi siege in the Philippines. MRP is working on the inter-related areas of improved economic conditions and strengthened social cohesion of IDPs and host community members. MRP is providing direct assistance to businesspersons and communities in the form of in-kind grants to enable them to re-start economic activities, and training in skills that will make both young and adult IDPs and host community members ready for employment. MRP also includes activities that will increase access to local and regional markets. During FY19, MRP approved the first 55 Business Recovery Grants. |
| Other | Working with two local partner organizations, MRP facilitated the establishment of Community Solidarity Groups to forge closer bonds between IDPs and host community members and to develop and implement community improvement grants through the project. MRP is scheduled to run through August 28, 2021. |
| Other | Central African Republic Tracing and Reunification III: |
| Other | Building on two successful previous iterations, this 15-month, $1,935,000 USAID-funded project began in September 2018 and will continue through January 2020. It is supporting the identification, documentation, interim care, tracing, reunification, and reintegration of unaccompanied and separated children (UASC), including Children Formerly Associated with Armed Forces and Armed Groups (former CAAFAG), in the Prefectures of Nana-Gribizi and Upper Kotto (Bria). In addition, the project is also addressing serious malnutrition problems affecting children in its implementation areas. Community volunteers have been trained and are carrying out screening, referral of malnutrition cases for treatment, and cooking demonstration activities in the target communities and sites of the displaced. During FY19, the project reached approximately 4,900 beneficiaries, including 3,765 IDPs. Plan identified, registered, and documented 149 vulnerable children, which included 68 girls as well as UASC and CAAFAG, and provided them with case management, referral services, and support with temporary host families. Plan trained 124 temporary host families and supported these families with food and non-food items throughout the project period. The UASC placed with the temporary host families were provided with family reunification casework, and the CAAFAG placed with temporary host families for vocational training also returned to their homes after the training. During the project period, Plan undertook tracing and reunification services for 46 UASC and former CAAFAG. Through this process, the project provided life-saving assistance to vulnerable young people, helping break the cycle of violence in the Central African Republic. In order to support continued work in tracing and reunification of cases, Plan trained community child protection networks in project areas and provided training on this process to these entities and local government partners. |
| Other | Provision of integrated child protection, education, and youth empowerment services to South Sudanese refugees in Gambella: |
| Other | Through this State Department Bureau of Population, Refugees, and Migration-funded, 12-month, $1.5 million project, Plan provided comprehensive child protection and education support for refugee girls, boys, adolescents, and youth in Kule, Pugnido II, and Nguenyyiel refugee camps. The funding from PRM supported psychosocial support (PSS) and case management services for children at 14 child-friendly spaces (CFSs) and in the community. Through the project Plan also implemented youth activities at five youth-friendly spaces and provided educational services at five primary schools and 14 early childhood care and development (ECCD) centers. During the project's period of performance, capacity building trainings and learning sessions were conducted for incentive workers, youth, and different community structure volunteers. Construction and renovation of new and existing learning centers and friendly spaces was completed and will continue under additional PRM funding. |
| Other | Through this project, Plan directly reached 3,527 children through services provided in primary schools, ECCD centers, and CFSs. During the life of the project approximately 27,713 individuals were provided with CFS and PSS services. Additionally, 1,292 children entered foster care arrangements, and 3,406 children received non-food items. In total, 16,189 children enrolled in school and 19,674 youth and adolescents received youth-friendly services. In addition, 22,530 community members were reached through awareness-raising events in both locations, and 1,216 individuals were trained on different topics such as child protection, education in emergencies, youth, and ECCD programs in all of the targeted refugee camps. |
| Other | In light of the project's success, the State Department Bureau of Population, Refugees, and Migration awarded Plan a July 2019 follow-on project to address the continuing need for education and child protection among refugee and host community populations in Gambella. |
| Other | 4. PROTECTION |
| Other | Plan's goal: Providing a safe place for children to live and grow to their full potential. |
| Other | Plan works to ensure that all children are safe and protected from abuse, neglect, exploitation, and violence and that children who do experience violence have access to child friendly services. Plan recognizes that protection needs and challenges may vary according to a child's gender, age, and maturity and appropriately tailors programming to address such differences. We provide services designed to prevent abuse, neglect, and exploitation of children and to help survivors recover. We campaign for and promote adequate legal protection to strengthen child protection systems and work alongside families and communities to strengthen protective practices and influence harmful social norms that drive violence against children. In addition, we raise public awareness of, and respect for, the right of all children to protection, and we help young people access the skills and knowledge that will enable them to protect themselves. |
| Other | Expenditures from Plan in this area totaled approximately $5,193,091 for FY19, $4,387,271 of which was transferred to PII. An example of Plan's FY19 work in this area is the Missing Child Alert/PROTECT project. |
| Other | Missing Child Alert/PROTECT: |
| Other | The Prevention, Tracking, Education and Transformation (PROTECT) project is a $5 million, 5-year initiative across Nepal, Bangladesh, and India to strengthen prevention mechanisms against child trafficking; improve repatriation processes; and support survivors of trafficking to reintegrate safely into their families and communities. PROTECT is working with parents, village protection committees, border agents, governments, and children themselves to create awareness and knowledge of trafficking risks, increase economic security for at-risk families, and expedite safe repatriation through strengthening cross-boarder systems. Through PROTECT, all stakeholders will be equipped to act through curricula that address harmful social norms and build job skills to increase economic security. These curricula are tailored to each specific country context and include Choose Your Future, Sticks and Stones, Village-Level Child Protection Training, Village Savings and Loan (VSLA), and Social Behavior Change Campaigns. |
| Other | In combination with building the capacity of key actors, PROTECT is also working to equip governments and non-state actors through technology. The Repatriation Information Management System (RIMS) is an innovative platform designed to reduce the time it takes to repatriate a survivor of trafficking back to their country of origin and improve reintegration services at home. The system, implemented by government approved civil society organizations, ensures key information can be transferred to receiving agencies, and the proper procedures, documentation, and approvals are implemented and digitized for safer and more expedited repatriation. |
| Other | With the protection of children being the responsibility of all actors - from the child, family, and community, to wider protection systems - Plan's program is working with gatekeepers to utilize different approaches to strengthen the protective environment around children, prevent trafficking, and safely repatriate and reintegrate survivors. |
| Other | 5. YOUTH AND ECONOMIC EMPOWERMENT |
| Other | Plan's goal: Young adolescents and youth will live in communities that value their participation and provide opportunities for their leadership and economic empowerment. |
| Other | Plan currently works with youth in more than 70 countries around the world. Through Plan's community-based, gender sensitive approach, our programs engage marginalized youth to build their productive assets and prepare them with appropriate skills to manage their transition to work and adulthood. Our holistic programming targets very young adolescents (10-14), adolescents (15-19), and youth (20-29). |
| Other | Plan expended approximately $8,494,412 on youth and economic empowerment in FY19, $6,261,046 of which was transferred to PII. Examples of Plan's FY19 projects in this area include Fostering Accountability in Recruitment for Fishery Workers, Hawassa Workers Wellness Alliance, and Connections to Success. |
| Other | Fostering Accountability in Recruitment for Fishery Workers: |
| Other | Fostering Accountability in Recruitment for Fishery Workers (FAIR Fish) is a Department of Labor-funded program through the Bureau of International Labor Affairs. The project award is for $4 million from 2018-2022 and is implemented in Thailand. |
| Other | Getting a job is fundamental to youth economic empowerment. Equally important is making sure that labor rights are respected once young people are employed. Plan's FAIR Fish project focuses on the reduction of forced labor and human trafficking of women and men in Thailand's seafood processing sector. This project targets labor exploitation that happens during the recruitment of migrant workers by developing a responsible recruitment model that is both affordable and effective to implement by small and medium-sized seafood processing businesses. A recruitment model tailored for small companies is critical, because most of the companies in the targeted sector employ fewer than 150 people, and 90 percent of Thai seafood companies are small and medium-sized companies. The model will be tested with two pilot company partners and their third-party recruiters. Lessons learned will be shared and promoted with other small and medium-sized enterprises. |
| Other | Hawassa Workers Wellness Alliance: |
| Other | This $3.25 million project is funded by USAID and the Phillips Van Heusen Corporation (PVH) from 2019-2021 in Ethiopia. |
| Other | Large industrial parks employing tens of thousands of workers are a completely new phenomenon for Ethiopia, the host communities, and the workers themselves. To help all stakeholders benefit from industrial parks, the Hawassa Workers Wellness Alliance was created as a public-private partnership to provide a platform for worker, community, government, and private sector engagement. The Alliance focuses on outside-the-park initiatives aimed at fostering stable, resilient, and prosperous communities. The Alliance will introduce a set of interventions with the goals of supporting the smoother arrival and integration of workers into Hawassa Industrial Park and increasing the ability of host communities to economically benefit from the growing population and expanding industrial base. The aim is to increase performance of local businesses; reduce worker attrition at the park; and build a sustainable program that truly responds to the interests of workers, the community, the Government of Ethiopia, and the Hawassa Industrial Park companies. Together, the Alliance will seek solutions to improve the community's services and ultimately reduce new worker turnover at the park. |
| Other | Connections to Success: |
| Other | Connections to Success is a $3 million project in Guatemala funded by individual donors. The project will run from 2019-2022. To address the lack of economic opportunities for youth in key regions of Guatemala and the challenges that young people from the rural areas of Jalapa, El Quiche, and Alta Verapaz departments are facing to enter the workforce and generate income, Plan International is implementing Connections to Success with the goal of increasing the number of young people, especially young women, with opportunities to access decent work or develop a business that will enable them to attain economic stability, prevent migration, and eliminate involvement in gangs or organized crime. |
| Other | By using a "learning by doing" approach, the project is developing and/or adapting training materials for the target population in each geographic area to ensure that all participants are able to actively participate, regardless of educational ability. |
| Other | The project has a strong innovation approach in the area through the following strategies: |
| Other | (1)Plan will replicate the current mobile technology lab in Carcha called Nomada, which is a Samsung-equipped portable car, with technology at the community level.(2) Work through technology centers to support the delivery of the training curriculum in three municipalities with the support of the local government.(3) Creation of new training modules including financial literacy. The project will partner with a business accelerator advisor to link successful entrepreneurs to social impact investing and identify market opportunities.(4) Develop a technological platform to foster networking, access new employment vacancies, and enable market research to trade the entrepreneur's products or services based on the Training Employment Support Service Assistant (TESSA), a digital ecosystem designed by Plan International Asia. |
| Other | B. BUILDING RELATIONSHIPS |
| Other | As part of our mission, we promote learning and understanding between people of different countries and cultures. Our child sponsorship program - through which a sponsor in the U.S. is linked with a child in need - encourages children and sponsors to exchange letters, cards, and photographs as a way to better understand each other's cultures. Through our website and sponsor communications, we frequently urge sponsors to send email communications and letters to their sponsored children. These cross-cultural exchanges provide the foundation for the sponsor/child relationship. |
| Other | Plan also provides various communications to sponsors throughout the year. Sponsors are introduced to their children through initial materials in their Sponsorship Guide. The "Sponsored Child Introduction" provides information on the child and his or her family. This background information is accompanied by an "Area Overview" that provides information relevant to activities, programs, and projects in the sponsored child's program area and country. Our annual "Sponsored Child Update" also details activities, programs, and projects within a child's program area and country. This update is accompanied by new photographs of the sponsored child and his or her family members. |
| Other | Building relationships is a reciprocal process, and we frequently encourage two-way communications. We contact all new sponsors to welcome them to Plan and encourage them to write to their sponsored children. To support sponsors in writing to their sponsored children consistently, we provide turn-around stationery several times throughout the year. In addition, we remind sponsors of their children's upcoming birthdays and encourage them to send birthday greetings. |
| Other | During the year ending June 30, 2019, there were more than 120,600 instances of communications between sponsors, sponsored children and families, and the child's local Plan office. These communications are processed through a centralized communications and mail area at the Plan International USA office in Warwick, RI. The cost of $800,042 associated with cross-cultural exchanges is known as "Building Relationships." |
| Other | C. DEVELOPMENT EDUCATION AND ADVOCACY |
| Other | To further our mission, Plan conducts educational outreach programs in the U.S. with youth, educators, donors, sponsors, and the public about issues affecting children - particularly girls - and families in the developing world and where relevant, here at home. Development Education programs enhance the public's understanding of the causes and conditions of poverty in developing countries and the role that Plan has in addressing barriers to girls' and children's ability to lead, learn, decide and thrive. Development Education is one of the key tools Plan uses to strengthen relationships with and between individual children, adults, groups, organizations, and institutions. We provide messages to specific audiences as well as the general public through country and practice area technical briefs, website updates, monthly e-newsletters, brand awareness campaigns and social media posts, among other media. Youth group activities and speaking engagements by staff also play a key role in the delivery of Plan's messages. Regular meetings between CEOs and senior staff of organizations with similar missions help to give all of us a stronger voice. |
| Other | In FY19, Plan released research findings that examined U.S. adolescents' views, and influences that shape those views, of gender equality. The research included a survey that was designed through collaboration with PerryUndem, a non-partisan research organization, and M+R, a public relations firm. The results were broadly shared and promoted in FY19 via in-person youth gatherings, as well as widespread media coverage. In gaining a deeper understanding of young people's views on gender equality, Plan is better positioned to address the systemic causes and influencing factors that drive those views and publicly advocate for impactful change. |
| Other | Plan's domestic youth engagement programming includes a number of initiatives designed to engage U.S. youth in both the governance of the organization and as advocates for issues affecting youth, in particular girls, around the world. The Youth Advisory Board (YAB) is a group of high school and college-age youth who serve as a resource to organizational decision makers, to reinforce our mission of working both for and with children and young people. Roles and responsibilities include participating in discussions regarding strategic priorities, budgeting, and program design, while also developing connections and partnerships with Plan's global YAB network. In addition, Plan runs an annual residential summer leadership summit called the Youth Leadership Academy (YLA). The YLA aims to build the capacity of high school youth in leadership, advocacy, and civic engagement, while increasing knowledge about the world's most pressing development issues. |
| Other | Additionally, Plan fosters policy change in two main focus areas: global gender equality and increasing the effectiveness of U.S. foreign assistance. As co-chair of the Big Ideas for Women and Girls Coalition and the Modernizing Foreign Assistance Network (MFAN), Plan is playing a leadership role in civil society coalitions advocating for change on these issues. Plan also works through a number of membership groups that span the international development sector, including the Society for International Development (SID), U.S. Global Leadership Coalition (USGLC), and InterAction. Through a series of policy events and private meetings, Plan has brought the voices and perspectives of young female advocates and other experts to decision makers and influencers on Capitol Hill, at the National Security Council, the State Department, USAID, and the wider development community. |
| Other | Plan's strategic partnerships are another important element of our efforts to increase awareness about challenges in the developing world, especially around gender inequality. By linking Plan's mission with household companies and brands, our reach increases exponentially. In 2018, Plan and Viacom International officially marked a new era of our partnership by launching a gender equality campaign with the title #XQUNAMUJER with the Comedy Central brand. The co-branded campaign was designed to use the power of comedy to promote gender equality, women's rights, and inclusion throughout Latin America. The collaboration consisted of social media and six public service announcements (PSAs) airing on television and on a free mobile application, Comedy Central Play, more than 2,100 times. Each PSA starred well-known comedians from Comedy Central Latin America who came together to celebrate women and their achievements, combat machismo, and use humor to generate conversation about this important topic. The on-air PSA campaign reached 27 million households across Latin America while associated digital messaging garnered more than 4 million impressions, with an additional 200,000+ social media impressions and 20,000+ reached through the press. |
| Other | Plan and Viacom are already in the midst of another collaboration, this time with the MTV brand. This bold new campaign is meant to raise awareness on gender equality issues in sports, and get youth engaged online in support of Plan's call to action. The campaign targets youth (ages 16-24) across 80 million households between the U.S. (Hispanic diaspora) and Latin America and the Caribbean. The impact of the campaign will be part of our FY20 reporting. |
| Other | International Day of the Girl 2018 saw record engagement around the world. In the U.S., Plan's youth ambassadors "took over" roles of powerful women and men in corporate America, conveying yet again that girls deserve a seat at the table and that #GirlsBelongHere. In partnership with The Female Quotient (TFQ), Plan held takeovers at high profile companies such as Google, Facebook, NBCUniversal, Spotify, and Nickelodeon. While each takeover was unique, their common thread was a mission to place girls in positions of power. Thanks to our partners at Clear Channel, empowering messages from each takeover were showcased on digital billboards in NYC's Times Square, amplifying Plan's message that girls belong anywhere and everywhere they want to be. Plan's partnership with TFQ also provided a venue for Plan staff, Youth Advisory Board, and ambassadors, like MSNBC's Richard Lui, to share Plan's girls-focused work around the world on high-profile panels at AdWeek in New York City. |
| Other | Finally, our partnership with TFQ afforded Plan space to host our inaugural Youth Gathering as well. The event brought together 22 young women from a variety of local organizations to discuss Plan's youth gender survey results. Participants engaged around issues like gender biases, representation in the media, challenging gender norms in today's society, and beyond. Thanks to our partners at Nickelodeon, a similar Gathering for 23 young women was held in Los Angeles alongside the Nickelodeon Kid's Choice Awards. |
| Other | For the fiscal year ended June 30, 2019, the total Development Education and Advocacy expenses were $1,815,758. During FY19, Plan International USA initiated more than 1,545,000 mailed or emailed communications, to help educate our donors and partners and also participated in various presentations, activities, and forums. |
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Direct Controlling Entity Name DirectControllingEntityName
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Transactions Related Org TransactionsRelatedOrgGrp (3 entries)
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|---|---|---|
| Plan International Inc | ||
| b | $36,859,408 | Accrual Acctg |
| Plan International Inc | ||
| p | $290,179 | Invoice Amt |
| Plan International Inc | ||
| q | $497,404 | Invoice Amt |