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PLAN INTERNATIONAL USA INC: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
PLAN INTERNATIONAL USA INC (EIN 13-5661832)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-01-03
IRS object ID
201910109349300411
Schema version
2017v2.2
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-01-03T08:52:26-08:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1DYL & PERILLO INCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1446 BROADWAYAddressLine1Txt
CityPROVIDENCECityNm
State AbbreviationRIStateAbbreviationCd
ZIP02909ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN135661832EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Plan International USA IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPLANBusinessNameControlTxt
Phone4017385600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 Plan WayAddressLine1Txt
CityWarwickCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028861099ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonANA TERESA GUTIERREZ-SAN MARTINPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone4017385600PhoneNum
Signature2019-01-03SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonROBERT A PERILLOPreparerPersonNm
PTINP00548403PTIN
Phone4014532020PhoneNum

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address71.117.185.179IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-01-03IPDt
IP Tm08:52:09IPTm
IP TimezonePSIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9F0650B044BA90EA9F5B1F6D2F7963A545957CF8AtSubmissionCreationDeviceId
At Submission Filing Device Id9F0650B044BA90EA9F5B1F6D2F7963A545957CF8AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerA SAN MARTINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 Plan WayAddressLine1Txt
CityWarwickCityNm
State AbbreviationRIStateAbbreviationCd
ZIP02886ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$83,497,753GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.planusa.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1937FormationYr
Legal Domicile StateRILegalDomicileStateCd
Activity Or MissionSEE THE ORGANIZATION'S PURPOSE STATEMENT ON SCHEDULE O, PAGE 1ActivityOrMissionDesc
Voting Members Governing Body15VotingMembersGoverningBodyCnt
Voting Members Independent15VotingMembersIndependentCnt
Total Employee169TotalEmployeeCnt
Total Volunteers15TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$70,328,366PYContributionsGrantsAmt
CY Contributions Grants$75,624,370CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$1,069,347PYInvestmentIncomeAmt
CY Investment Income$509,997CYInvestmentIncomeAmt
CY Other Revenue$3,048CYOtherRevenueAmt
PY Total Revenue$71,397,713PYTotalRevenueAmt
CY Total Revenue$76,137,415CYTotalRevenueAmt
PY Grants And Similar Paid$37,785,870PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$45,508,860CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$14,343,748PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$14,450,534CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$2,618,891PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$3,043,282CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$5,501,677CYTotalFundraisingExpenseAmt
PY Other Expenses$9,036,200PYOtherExpensesAmt
CY Other Expenses$10,441,086CYOtherExpensesAmt
PY Total Expenses$63,784,709PYTotalExpensesAmt
CY Total Expenses$73,443,762CYTotalExpensesAmt
PY Revenues Less Expenses$7,613,004PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$2,693,653CYRevenuesLessExpensesAmt
Total Assets BOY$44,686,721TotalAssetsBOYAmt
Total Assets EOY$45,996,338TotalAssetsEOYAmt
Total Liabilities BOY$8,749,982TotalLiabilitiesBOYAmt
Total Liabilities EOY$7,081,465TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$35,936,739NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$38,914,873NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSee the Organization'sMissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$54,946,949ExpenseAmt
Grant$45,508,860GrantAmt
DescPROGRAM 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 $8,147,626 INCL. GRANTS OF $6,699,512) 2. HEALTH (EXP $16,297,169 INCL. GRANTS OF $13,213,907) 3. DISASTER & CONFLICT (EXP $10,674,713 INCL. GRANTS OF $9,832,176) 4. PROTECTION (EXP. $6,922,370 INCL. GRANTS OF $5,854,781) 5. WATER, SANITATION & HYGIENE (EXP $3,655,145 INCL. GRANTS OF $3,216,006) 6. YOUTH AND ECONOMIC EMPOWERMENT(EXP.$9,249,926 INCL. GRANTS OF $6,692,478) FOR MORE INFORMATION, PLEASE SEE "PROGRAM SERVICE ACCOMPLISHMENTS" IN SCHEDULE O.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$820,940ExpenseAmt
DescBUILDING 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

FieldValueIRS element (for citing)
Expense$1,463,793ExpenseAmt
DescDEVELOPMENT 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
FieldValueIRS element (for citing)
Total Program Service Expenses$57,231,682TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesYes (true)LobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnotefalseIncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesYes (true)ForeignActivitiesInd
More Than5000 K To OrgYes (true)MoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingYes (true)ProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredYes (true)ScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (true)DeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityYes (true)RelatedEntityInd
Related Organization Ctrl EntYes (true)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (true)TransactionWithControlEntInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document95IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee169EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (true)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (true)Form990TFiledInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsYes (true)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (true)QuidProQuoContriDisclInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members15GoverningBodyVotingMembersCnt
Independent Voting Member15IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsYes (true)ChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyYes (true)DocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherYes (true)CompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldAKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
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States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1David CannataBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4015628417PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1155 Plan WayAddressLine1Txt
CityWarwickCityNm
State AbbreviationRIStateAbbreviationCd
ZIP028861099ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (26 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndKey EmployeeKeyEmployeeIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
DOROTA KEVERIAN
Board Chair12.00Yes (X)$0$0$0
GEORGIANA GIBSON
Secretary4.00Yes (X)$0$0$0
JACK POULSON
Treasurer4.00Yes (X)$0$0$0
ALLISON KNAPP WOMACK
Vice Chair6.00Yes (X)$0$0$0
HOWARD CUTLER
Board Member2.00Yes (X)$0$0$0
ELIZABETH FESSENDEN
Board Member2.00Yes (X)$0$0$0
VINCENT JACKSON
Board Member2.00Yes (X)$0$0$0
CAROL PEASLEY
Board Member2.00Yes (X)$0$0$0
PAUL DWYER
Board Member; Audit Chair2.00Yes (X)$0$0$0
TAMER RASHAD
Board Member2.00Yes (X)$0$0$0
MARCELO KIM
Board Member2.00Yes (X)$0$0$0
SARA MOORE
Board Member2.00Yes (X)$0$0$0
ELIZABETH MYERS
Board Member4.00Yes (X)$0$0$0
SUSAN BENTON
Board Member2.00Yes (X)$0$0$0
DEVESH RAJ
Board Member2.00Yes (X)$0$0$0
NASIMA SADEQUE
Board Member2.00Yes (X)$0$0$0
ANA TERESA GUTIERREZ-SAN MARTIN
President/CEO50.00$325,736$0$23,329Yes (X)
DAVID CANNATA
CFO50.00$198,786$0$18,233Yes (X)
SHANNA MARZILLI
Chief Marketing Officer50.00$259,062$0$38,962Yes (X)
ANN HUDOCK
Sr.VP, International Programs50.00$148,853$0$12,999Yes (X)
CONSTANTIN ABARBIERITEI
COO50.00$251,299$0$7,948Yes (X)
YVONNE NORMAN
Director of IT50.00$170,239$0$25,999Yes (X)
AARON SUNDSMO
Senior Dir Int'l Ops Africa/Asia50.00$178,278$0$15,518Yes (X)
DANIEL GRANT
Director, WASH Practice50.00$156,694$0$18,682Yes (X)
MARCIO NASCIMENTO
Sr. Dir. Business Development50.00$158,812$0$14,368Yes (X)
JILL NOSACH
Senior Dir of Development50.00$156,272$0$24,989Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$2,004,031TotalReportableCompFromOrgAmt
Total Other Compensation$201,027TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K40IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (true)TotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/ForeignAddress/AddressLine1TxtCityContractorAddress/ForeignAddress/CityNmCountryContractorAddress/ForeignAddress/CountryCdServicesServicesDescCompensationCompensationAmtAddress Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCd
Public Outreach Fundraising
1003-207 West Hastings StVancouverCAIn-person solicitation$2,000,000
Whelnet Services Inc
IT support/consulting$171,5096264 Loisdale Ct Ste 300SpringfieldVA22150
Tribal Vision
Fundraising Counsel$220,6292346 Post Road Suite 200WarwickRI02886
GiveBridge
In-person solicitation$744,021525 Western Monroe St Ste 900ChicagoIL60661
PricewaterhouseCoopers LLP
Auditing Services$282,1201800 Tysons BlvdMcLeanVA22102
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt
Fundraising$7,733FundraisingAmt
Government Grants$35,785,843GovernmentGrantsAmt
All Other Contributions$39,830,794AllOtherContributionsAmt
Noncash Contributions$3,369,786NoncashContributionsAmt
Total Contributions$75,624,370TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$407,217TotalRevenueColumnAmt
Exclusion$407,217ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$7,459,316SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$7,356,536SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$102,780SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$102,780TotalRevenueColumnAmt
Exclusion$102,780ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$6,850FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$7,733ContriRptFundraisingEventAmt
Fundraising Direct Expenses$3,802FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,048TotalRevenueColumnAmt
Exclusion$3,048ExclusionAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$76,137,415TotalRevenueColumnAmt
Exclusion$513,045ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$44,155,427TotalAmt
Program Services$44,155,427ProgramServicesAmt

Foreign Grants ForeignGrantsGrp

FieldValueIRS element (for citing)
Total$1,353,433TotalAmt
Program Services$1,353,433ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$1,242,118TotalAmt
Program Services$116,271ProgramServicesAmt
Management And General$1,081,493ManagementAndGeneralAmt
Fundraising$44,354FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$10,422,353TotalAmt
Program Services$4,906,012ProgramServicesAmt
Management And General$4,639,866ManagementAndGeneralAmt
Fundraising$876,475FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$780,627TotalAmt
Program Services$334,300ProgramServicesAmt
Management And General$384,448ManagementAndGeneralAmt
Fundraising$61,879FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,200,591TotalAmt
Program Services$513,971ProgramServicesAmt
Management And General$591,484ManagementAndGeneralAmt
Fundraising$95,136FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$804,845TotalAmt
Program Services$344,671ProgramServicesAmt
Management And General$396,375ManagementAndGeneralAmt
Fundraising$63,799FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$36,093TotalAmt
Program Services$0ProgramServicesAmt
Management And General$36,093ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$187,425TotalAmt
Program Services$76,000ProgramServicesAmt
Management And General$111,425ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Prof Fundraising FeesForServicesProfFundraising

FieldValueIRS element (for citing)
Total$3,043,282TotalAmt
Fundraising$3,043,282FundraisingAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$30,761TotalAmt
Program Services$0ProgramServicesAmt
Management And General$30,761ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$3,363,866TotalAmt
Program Services$2,733,089ProgramServicesAmt
Management And General$565,918ManagementAndGeneralAmt
Fundraising$64,859FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$448,099TotalAmt
Program Services$34,029ProgramServicesAmt
Management And General$0ManagementAndGeneralAmt
Fundraising$414,070FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$1,458,240TotalAmt
Program Services$726,870ProgramServicesAmt
Management And General$246,617ManagementAndGeneralAmt
Fundraising$484,753FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$861,908TotalAmt
Program Services$3,552ProgramServicesAmt
Management And General$790,033ManagementAndGeneralAmt
Fundraising$68,323FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$1,043,908TotalAmt
Program Services$445,405ProgramServicesAmt
Management And General$515,475ManagementAndGeneralAmt
Fundraising$83,028FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$1,574,736TotalAmt
Program Services$1,124,145ProgramServicesAmt
Management And General$347,896ManagementAndGeneralAmt
Fundraising$102,695FundraisingAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$369,407TotalAmt
Program Services$158,197ProgramServicesAmt
Management And General$181,928ManagementAndGeneralAmt
Fundraising$29,282FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$104,418TotalAmt
Program Services$50,462ProgramServicesAmt
Management And General$49,932ManagementAndGeneralAmt
Fundraising$4,024FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
Banking & Credit Card Fees$365,714$0$365,714$0
Outside Clerical$65,765$0$65,765$0
Educ/Training/Mtgs$169,883$72,648$85,881$11,354
Repairs/Maintenance$87,714$27,953$54,587$5,174

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$273,149TotalAmt
Program Services$55,247ProgramServicesAmt
Management And General$168,712ManagementAndGeneralAmt
Fundraising$49,190FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$73,443,762TotalAmt
Program Services$57,231,682ProgramServicesAmt
Management And General$10,710,403ManagementAndGeneralAmt
Fundraising$5,501,677FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$6,340,641BOYAmt
EOY$9,011,457EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,931,348BOYAmt
EOY$498,828EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$17,017,932BOYAmt
EOY$16,884,171EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,096,660BOYAmt
EOY$774,102EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$5,959,469LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$4,520,390LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$1,754,599BOYAmt
EOY$1,439,079EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$15,545,541BOYAmt
EOY$17,388,701EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$44,686,721BOYAmt
EOY$45,996,338EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$2,279,675BOYAmt
EOY$1,809,228EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$6,470,307BOYAmt
EOY$5,272,237EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,749,982BOYAmt
EOY$7,081,465EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$10,890,443BOYAmt
EOY$14,452,349EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,376,752BOYAmt
EOY$14,700,916EOYAmt

Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$9,669,544BOYAmt
EOY$9,761,608EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$35,936,739BOYAmt
EOY$38,914,873EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$44,686,721BOYAmt
EOY$45,996,338EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$2,693,653ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$509,929NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets-$225,448OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredYes (true)FederalGrantAuditRequiredInd
Federal Grant Audit PerformedYes (true)FederalGrantAuditPerformedInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,794,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,352,318CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,865,516CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,328,366CurrentTaxYearMinus1YearAmt
Current Tax Year$75,624,370CurrentTaxYearAmt
Total$384,964,767TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$97,794,197CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$84,352,318CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$56,865,516CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$70,328,366CurrentTaxYearMinus1YearAmt
Current Tax Year$75,624,370CurrentTaxYearAmt
Total$384,964,767TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$812,702SubstantialContributorsTotAmt
Public Support Total170$384,152,065PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$434,002CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$565,273CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$518,651CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$336,930CurrentTaxYearMinus1YearAmt
Current Tax Year$407,217CurrentTaxYearAmt
Total$2,262,073TotalAmt
FieldValueIRS element (for citing)
Total Support$387,226,840TotalSupportAmt
Gross Receipts Rltd Activities$2,903,859GrossReceiptsRltdActivitiesAmt
Public Support CY1700.99210PublicSupportCY170Pct
Public Support PY1700.99390PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind
Public Support Total509$0PublicSupportTotal509Amt
Public Support CY5090PublicSupportCY509Pct
Investment Income CY0InvestmentIncomeCYPct

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$67,942,085FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$67,942,085FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$1,000,000FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$250,000FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$1,000,000CurrentYearMinus3Amt
Current Year Minus2$1,000,000CurrentYearMinus2Amt
Current Year Minus1$1,000,000CurrentYearMinus1Amt
Current Year$1,000,000CurrentYearAmt
Total$4,000,000TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$6,000,000LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$250,000CurrentYearMinus3Amt
Current Year Minus2$250,000CurrentYearMinus2Amt
Current Year Minus1$250,000CurrentYearMinus1Amt
Current Year$250,000CurrentYearAmt
Total$1,000,000TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$1,500,000GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,555,395BeginningYearBalanceAmt
Contributions$99,093ContributionsAmt
Investment Earnings Or Losses$714,655InvestmentEarningsOrLossesAmt
Other Expenditures$833,150OtherExpendituresAmt
End Year Balance$13,535,993EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,181,263BeginningYearBalanceAmt
Contributions$58,982ContributionsAmt
Investment Earnings Or Losses$1,164,354InvestmentEarningsOrLossesAmt
Other Expenditures$849,204OtherExpendituresAmt
End Year Balance$13,555,395EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,054,906BeginningYearBalanceAmt
Contributions$110,907ContributionsAmt
Investment Earnings Or Losses$167,019InvestmentEarningsOrLossesAmt
Other Expenditures$1,151,569OtherExpendituresAmt
End Year Balance$13,181,263EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$14,434,136BeginningYearBalanceAmt
Contributions$70,771ContributionsAmt
Investment Earnings Or Losses$263,399InvestmentEarningsOrLossesAmt
Other Expenditures$713,400OtherExpendituresAmt
End Year Balance$14,054,906EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$13,579,146BeginningYearBalanceAmt
Contributions$273,073ContributionsAmt
Investment Earnings Or Losses$1,442,797InvestmentEarningsOrLossesAmt
Other Expenditures$860,880OtherExpendituresAmt
End Year Balance$14,434,136EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY0.12000BoardDesignatedBalanceEOYPct
Prmnnt Endowment Balance EOY0.69000PrmnntEndowmentBalanceEOYPct
Term Endowment Balance EOY0.19000TermEndowmentBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$184,588OtherCostOrOtherBasisAmt
Book Value$184,588BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,503,303OtherCostOrOtherBasisAmt
Depreciation$2,131,523DepreciationAmt
Book Value$371,780BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$697,640OtherCostOrOtherBasisAmt
Depreciation$633,823DepreciationAmt
Book Value$63,817BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,573,938OtherCostOrOtherBasisAmt
Depreciation$1,755,044DepreciationAmt
Book Value$818,894BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$1,439,079TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescDue to Plan International, Inc.Desc
Amt$5,272,237Amt
FieldValueIRS element (for citing)
Total Liability$5,272,237TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$76,151,294TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$261,995DonatedServicesAndUseFcltsAmt
Other Revenue-$217,355OtherRevenueAmt
Revenue Not Reported$44,640RevenueNotReportedAmt
Revenue Subtotal$76,106,654RevenueSubtotalAmt
Investment Expenses Not Incld$30,761InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$30,761RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$76,137,415TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$73,678,798TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$261,995DonatedServicesUseFcltsAmt
Other Expenses Included$3,802OtherExpensesIncludedAmt
Expenses Not Reported$265,797ExpensesNotReportedAmt
Expenses Subtotal$73,413,001ExpensesSubtotalAmt
Investment Expenses Not Incld2$30,761InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$30,761ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$73,443,762TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (10 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt V, Line 4The intended use of the Endowment Fund is to maintain
Pt V, Line 4the purchasing power of the assets through long-term
Pt V, Line 4returns which provide for both (a) future growth of the
Pt V, Line 4endowment and (b) current income that can be used to
Pt V, Line 4support Plan's activities.
Pt XI, Line 2dThis amount represents the amount of the Net Impairment
Pt XI, Line 2dloss on investments (totaling -$221,157) and the direct expenses
Pt XI, Line 2dincurred on Fundraising Events of $3,802 for a net of $(217,355).
Pt XII, Line 2dAmount represents direct expenses incurred on Fundraising Events.
OtherAdditional 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) in June 2018 and will continue into Plan's fiscal 2019. The campaign will be in Spanish, reaching 27.9+ million households in 24 countries, including 10 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

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (30 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Sub-Saharan Africa00GrantsN/A$593,231
South America00GrantsN/A$270,237
Sub-Saharan Africa00GrantsN/A$87,209
Sub-Saharan Africa00GrantsN/A$73,447
Sub-Saharan Africa00GrantsN/A$69,685
Sub-Saharan Africa00GrantsN/A$60,156
South Asia00GrantsN/A$55,926
South America00GrantsN/A$48,802
South Asia00GrantsN/A$35,646
Sub-Saharan Africa00GrantsN/A$7,576
Sub-Saharan Africa00GrantsN/A$7,551
South America00GrantsN/A$6,750
Sub-Saharan Africa00GrantsN/A$4,166
South Asia00GrantsN/A$3,600
Sub-Saharan Africa00GrantsN/A$3,599
Sub-Saharan Africa00GrantsN/A$3,599
Sub-Saharan Africa00GrantsN/A$3,593
South Asia00GrantsN/A$2,248
Sub-Saharan Africa00GrantsN/A$1,500
Sub-Saharan Africa00GrantsN/A$1,500
Europe00GrantsN/A$1,499
Sub-Saharan Africa00GrantsN/A$1,499
East Asia and Pacific00GrantsN/A$1,498
Sub-Saharan Africa00GrantsN/A$1,498
Sub-Saharan Africa00GrantsN/A$1,497
Sub-Saharan Africa00GrantsN/A$1,494
Sub-Saharan Africa00GrantsN/A$1,427
Sub-Saharan Africa00GrantsN/A$1,200
Sub-Saharan Africa00GrantsN/A$1,000
Sub-Saharan Africa00GrantsN/A$800
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$1,334,773SubtotalSpentAmt
Continuation Spent$18,660ContinuationSpentAmt
Total Spent$1,353,433TotalSpentAmt

Grants To Org Outside US GrantsToOrgOutsideUSGrp (12 entries)

RegionRegionTxtPurpose Of GrantPurposeOfGrantTxtCash GrantCashGrantAmtManner Of Cash DisbursementMannerOfCashDisbursementTxt
Sub-Saharan AfricaOrphans/Vuln childrn$593,231Wire transfer
South AmericaShelter/WASH$270,737Wire transfer
Sub-Saharan AfricaSustDevelopmentGoals$87,209Wire transfer
Sub-Saharan AfricaEarly childhood care$73,447Wire transfer
Sub-Saharan AfricaSustDevelopmentGoals$69,685Wire transfer
Sub-Saharan AfricaSustDevelopmentGoals$60,156Wire transfer
South AsiaSustDevelopmentGoals$55,926Wire transfer
South AmericaSustDevelopmentGoals$48,802Wire transfer
South AsiaSustDevelopmentGoals$35,646Wire transfer
Sub-Saharan Africafamily planning$7,576Wire transfer
Sub-Saharan Africafamily planning$7,551Wire transfer
South AmericaWomen's empowerment$6,750Wire transfer
FieldValueIRS element (for citing)
Total501c3 Org12Total501c3OrgCnt
Transfer To Foreign CorpfalseTransferToForeignCorpInd
Interest In Foreign TrustfalseInterestInForeignTrustInd
Foreign Corp OwnershipfalseForeignCorpOwnershipInd
Passive Foreign Investmest CofalsePassiveForeignInvestmestCoInd
Foreign PartnershipfalseForeignPartnershipInd
Boycott CountriesYes (true)BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt I Line 2Details are provided below regarding the monitoring of
Pt I Line 2grants 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 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 performance 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.
Pt I Line 3 Col (F)The grant listed as item (2) under Part I, Line 3 is with Plan's partner on a USAID funded project relating to shelter and WASH (Water, Sanitation and Hygiene) in Peru. 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.
Pt I Line 3 Col (F)The grants listed as items (3, 5, 7, 8 & 9) under Part I, Line 3 relate to Plan's work on a project focused on the Sustainable Development Goals with partner organzations in 5 countries. Plan monitors the progress of the grantees thru the review of monthly financial and program performance reports as well as via field visits and recurring communications with the project teams at the partner organizations.

Schedule G IRS990ScheduleG

FieldValueIRS element (for citing)
Mail SolicitationsYes (X)MailSolicitationsInd
Email SolicitationsYes (X)EmailSolicitationsInd
Phone SolicitationsYes (X)PhoneSolicitationsInd
In Person SolicitationsYes (X)InPersonSolicitationsInd
Solicitation Of Non Govt GrantsYes (X)SolicitationOfNonGovtGrantsInd
Solicitation Of Govt GrantsYes (X)SolicitationOfGovtGrantsInd
Special Fundraising EventsYes (X)SpecialFundraisingEventsInd
Agrmt Prof Fundraising ActyYes (true)AgrmtProfFundraisingActyInd

Fundraiser Activity Info FundraiserActivityInfoGrp (4 entries)

ActivityActivityTxtFundraiser Control Of FundsFundraiserControlOfFundsIndGross ReceiptsGrossReceiptsAmtRetained By ContractorRetainedByContractorAmtNet To OrganizationNetToOrganizationAmt
Public Outreach Fundraising
In-person solicitationfalse$808,209$1,868,027-$1,059,818
Tribal Vision
FR Counsel-websitefalse$130,310-$130,310
Direct Point Group Inc
FR Counsel-Retentionfalse$17,100-$17,100
GiveBridge
In-person solicitationfalse$411,505$1,027,845-$616,340
FieldValueIRS element (for citing)
Total Gross Receipts$1,219,714TotalGrossReceiptsAmt
Total Retained By Contractors$3,043,282TotalRetainedByContractorsAmt
Total Net To Organization-$1,823,568TotalNetToOrganizationAmt
Licensed StatesALLicensedStatesCd
Licensed StatesAKLicensedStatesCd
Licensed StatesAZLicensedStatesCd
Licensed StatesARLicensedStatesCd
Licensed StatesCALicensedStatesCd
Licensed StatesCOLicensedStatesCd
Licensed StatesCTLicensedStatesCd
Licensed StatesDELicensedStatesCd
Licensed StatesDCLicensedStatesCd
Licensed StatesFLLicensedStatesCd
Licensed StatesGALicensedStatesCd
Licensed StatesHILicensedStatesCd
Licensed StatesIDLicensedStatesCd
Licensed StatesILLicensedStatesCd
Licensed StatesINLicensedStatesCd
Licensed StatesIALicensedStatesCd
Licensed StatesKSLicensedStatesCd
Licensed StatesKYLicensedStatesCd
Licensed StatesLALicensedStatesCd
Licensed StatesMELicensedStatesCd
Licensed StatesMDLicensedStatesCd
Licensed StatesMALicensedStatesCd
Licensed StatesMILicensedStatesCd
Licensed StatesMNLicensedStatesCd
Licensed StatesMSLicensedStatesCd
Licensed StatesMOLicensedStatesCd
Licensed StatesMTLicensedStatesCd
Licensed StatesNELicensedStatesCd
Licensed StatesNVLicensedStatesCd
Licensed StatesNHLicensedStatesCd
Licensed StatesNJLicensedStatesCd
Licensed StatesNMLicensedStatesCd
Licensed StatesNYLicensedStatesCd
Licensed StatesNCLicensedStatesCd
Licensed StatesNDLicensedStatesCd
Licensed StatesOHLicensedStatesCd
Licensed StatesOKLicensedStatesCd
Licensed StatesORLicensedStatesCd
Licensed StatesPALicensedStatesCd
Licensed StatesRILicensedStatesCd
Licensed StatesSCLicensedStatesCd
Licensed StatesSDLicensedStatesCd
Licensed StatesTNLicensedStatesCd
Licensed StatesTXLicensedStatesCd
Licensed StatesUTLicensedStatesCd
Licensed StatesVTLicensedStatesCd
Licensed StatesVALicensedStatesCd
Licensed StatesWALicensedStatesCd
Licensed StatesWVLicensedStatesCd
Licensed StatesWILicensedStatesCd
Licensed StatesWYLicensedStatesCd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Line 2b col(v)The information for Public Outreach is representative of the results during the fical year ended June 30, 2018. 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, 2018, the campaigns with Public Outreach generated approx. 6,500 new donors of which approx. 88% 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, 2018, the campaign with GiveBridge generated approx. 3,200 new gifts of which approx. 92% enrolled in monthly-giving programs.
Line 2b col(v)The information relating to activity with Tribal Vision and Direct Point is different than the other two firms noted on Schedule G because Tribal Vision and Direct Point 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, 2018, 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, 2018, Direct Point was in the final stages of a contract that overall had provided planned giving fundraising consultation by reviewing past planned giving activities and proposing further strategies and tactical approaches to help promote and grow planned giving fundraising. Direct Point also reviewed Plan International USA's mid-level donor program and proposed new strategies and tactical approaches to grow overall revenue at that level, including creative design help for marketing communication components.

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (3 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtValuation Method UsedValuationMethodUsedDescNon Cash AssistanceNonCashAssistanceDescPurpose Of GrantPurposeOfGrantTxt
Plan International Inc
300 East 47th St 10th FloorNew YorkNY10017510169168501(c)(3)$43,734,725N/AN/AProg. Support
School to School Intrnatl
1005 Terra Nova BlvdSte PacificaCA94044020600889501(c)(3)$391,927N/AN/AReading matrls
Three Stones Int'l LLC
67 Stevensville RdUnderhillVT05489822320878S-Corp$26,990N/AN/ASurvey/Data analysis
FieldValueIRS element (for citing)
Total501c3 Org3Total501c3OrgCnt
Total Other Org0TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail (40 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt I Line 2Plan International USA, Inc. is the United States member organization of
Pt I Line 2Plan International, Inc. ("PII"). Plan International USA implements the vast
Pt I Line 2majority of its international activities through PII and the $43,734,725
Pt I Line 2represents the program support funding transferred or accrued to PII during the year
Pt I Line 2ended June 30, 2018 for community development projects focusing on children
Pt I Line 2in over 50 developing countries around the world.
Pt I Line 2Plan International USA monitors funds transferred to PII regularly throughout
Pt I Line 2each fiscal year. Plan International USA staff are involved in the planning,
Pt I Line 2design, and implementation of programs that are currently administered through
Pt I Line 2PII and work directly with staff of PII in these matters. Some of the
Pt I Line 2specific activities include:
Pt I Line 21. Plan International USA has access to and regularly reviews the global
Pt I Line 2organization's intranet site which includes significant amounts of data on
Pt I Line 2the program activities being conducted throughout all of the program locations.
Pt I Line 22. Plan International USA has regular access to the financial reporting
Pt I Line 2which allows for the monitoring of programs on a budget vs. actual basis as
Pt I Line 2well as providing some detail on the types of spending that are conducted in
Pt I Line 2the field so that the monitoring of the scope of work can be done.
Pt I Line 23. Plan International USA can review the results of the work conducted by PII's
Pt I Line 2Global Assurance Unit (i.e. Internal Audit) to gain satisfaction over the
Pt I Line 2procedures and controls that are in place at the program locations.
Pt I Line 24. Plan International USA staff conduct regular field visits whereby they
Pt I Line 2perform program monitoring and evaluation work as well as providing technical
Pt I Line 2program backstopping.
Pt I Line 25. Plan International USA has representation on many of the global management
Pt I Line 2committees and consortia that are in place to help oversee and guide the work of PII.
Pt I Line 26. An aspect of the global governance structure provides that the member
Pt I Line 2organizations of the global organization (Plan International USA is the U.S.
Pt I Line 2member of Plan International) share in the governance of the global
Pt I Line 2organization via representation on the Plan International Member's Assembly.
Pt I Line 2The Member's Assembly is composed of delegates from each member organization
Pt I Line 2around the world. Plan International USA currently has 2 delegates which are
Pt I Line 2elected by the Board of Directors of Plan International USA. The Member's
Pt I Line 2Assembly serves as the governance and policy setting Board for the
Pt I Line 2worldwide organization.
Pt I Line 2Overall, there is open communication between Plan International USA and PII
Pt I Line 2which provides for effective and timely oversight of the use of funding
Pt I Line 2provided by Plan International USA to PII.
Pt I Line 2The small amount shown on Schedule I, Part II, line 3 relates to a project conducted in Burkina Faso where surveys, data collection and data analysis work needed to be done in connection with school safety and gender equality. This was an effort conducted by an outside firm in a limited amount of time and the output was a report that was reviewed and commented on by Plan International USA and then was finalized by the service provider and used to further enhance the program in Burkina Faso.
Pt I Line 2Plan 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.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Independent ConsultantYes (X)IndependentConsultantInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance PaymentfalseSeverancePaymentInd
Supplemental Nonqual Rtr PlanfalseSupplementalNonqualRtrPlanInd
Equity Based Comp ArrngmfalseEquityBasedCompArrngmInd
Comp Based On Revenue Of Flng OrgfalseCompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related OrgsfalseCompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng OrgfalseCompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd OrgsfalseCompBsdNetEarnsRltdOrgsInd
Any Non Fixed PaymentsfalseAnyNonFixedPaymentsInd
Initial Contract ExceptionfalseInitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)

Base Compensation Filing OrgBaseCompensationFilingOrgAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmt
ANA TERESA GUTIERREZ-SAN MARTIN
$325,736$22,950$379$349,065
DAVID CANNATA
$198,786$17,077$1,156$217,019
SHANNA MARZILLI
$259,062$22,737$16,225$298,024
ANN HUDOCK
$148,853$12,746$253$161,852
CONSTANTIN ABARBIERITEI
$251,299$7,569$379$259,247
YVONNE NORMAN
$170,239$14,849$11,150$196,238
AARON SUNDSMO
$178,278$15,138$379$193,795
DANIEL GRANT
$156,694$13,471$5,211$175,376
MARCIO NASCIMENTO
$158,812$13,989$379$173,180
JILL NOSACH
$156,272$13,839$11,150$181,261

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePt I Line 3FormAndLineReferenceDesc
ExplanationFor a detailed explanation of the process used to determine CEO compensationExplanationTxt

Schedule M IRS990ScheduleM

Clothing And Household Goods ClothingAndHouseholdGoodsGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Noncash Contributions Rpt F990$354,303NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution51ContributionCnt
Noncash Contributions Rpt F990$1,241,162NoncashContributionsRptF990Amt
Method Of Determining RevenuesFMV on date of giftMethodOfDeterminingRevenuesTxt

Drugs And Medical Supplies DrugsAndMedicalSuppliesGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution1ContributionCnt
Noncash Contributions Rpt F990$299,312NoncashContributionsRptF990Amt
Method Of Determining RevenuesFair Market ValueMethodOfDeterminingRevenuesTxt

Other Non Cash Contri Table OtherNonCashContriTableGrp (2 entries)

Non Cash CheckboxNonCashCheckboxIndDescDescContributionContributionCntNoncash Contributions Rpt F990NoncashContributionsRptF990AmtMethod Of Determining RevenuesMethodOfDeterminingRevenuesTxt
Yes (X)Software licenses2$1,404,321Fair Market Value
Yes (X)Various misc GIK3$70,688Fair Market Value
FieldValueIRS element (for citing)
Any Property That Must Be HeldfalseAnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (true)ReviewProcessUnusualNCGiftsInd
Third Parties UsedfalseThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Pt I col(b)The number of contributions listed on line 9 represent 51 separate gifts of publicly traded securities or mutual funds received throughout the fiscal year ended June 30, 2018.
Pt I col(b)THE NON-CASH CONTRIBUTION ON LINE 5 REPRESENTS THE FAIR VALUE OF NEW SHOES DONATED AND SHIPPED TO A PLAN INTERNATIONAL USA PROJECT IN INDIA.
Pt I col(b)THE NON-CASH CONTRIBUTION ON LINE 20 REPRESENTS THE FAIR VALUE OF MEDICAL SUPPLIES DONATED AND SHIPPED TO A PLAN INTERNATIONAL USA PROJECT IN UGANDA.
Pt I col(b)THE NON-CASH CONTRIBUTION ON LINE 25 REPRESENTS THE FAIR VALUEOF SOFTWARE LICENSES DONATED AND SHIPPED TO PLAN INTERNATIONAL USA PROJECTS IN KENYA AND SOUTH SUDAN.
Pt I col(b)The non-cash contribution on line 26 is comprised of 4 immaterial separate gifts in kind that we were utilized by Plan International USA in the United States operation.

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (148 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Other**** PLAN INTERNATIONAL USA,INC. PURPOSE STATEMENT ****
OtherPlan 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 4PLAN INTERNATIONAL USA'S REVISED BYLAWS WERE APPROVED BY THE BOARD IN SEPTEMBER 2017. PLAN INTERNATIONAL USA'S CERTIFICATE OF INCORPORATION WAS AMENDED AND FILED WITH THE NEW YORK DEPARTMENT OF STATE ON FEBRUARY 15, 2018.SIGNIFICANT CHANGES TO EACH DOCUMENT ARE AS FOLLOWS:
OtherSignificant changes to the Certificate of Incorporation:
OtherBACKGROUND: THE ORIGINAL CERTIFICATE OF INCORPORATION (THE "CERTIFICATE") WAS FILED BY THE NEW YORK DEPARTMENT OF STATE ON JULY 13, 1939. AMENDMENTS TO THE CERTIFICATE (THE "AMENDMENTS") WERE RESPECTIVELY FILED BY THE DEPARTMENT OF STATE ON THE FOLLOWING DATES: OCTOBER 25, 1939; APRIL 4, 1956; OCTOBER 28, 1966; MARCH 17, 1982; MAY 18, 1990; AND MARCH 22, 2004.(THE CERTIFICATE AND THE AMENDMENTS TOGETHER CONSTITUTE THE "AMENDED CERTIFICATE".)
Other"Organizational purpose (previously section SECOND in the Amended Certificate) was amended to clarify the purposes of the organization, as follows:
OtherFIFTH:
OtherThe Corporation's purposes are:
Othera)to provide social, development and humanitarian services, and/or financial and material assistance to or for the benefit of children, young people, and their families and communities in countries where such services and assistance will support them in the advancement of their rights;
Otherb)to empower children, young people, and communities to tackle the root causes of discrimination against girls, exclusion, and vulnerability;
Other(c)to interest people and partners in the necessity of such an undertaking, and to emphasize the value of the support that one human being can offer children, young people, and their communities in the advancement of their rights;
Other(d)to drive change relating to children and young people at local, national, and global levels and to promote adherence to and support for national laws and international conventions relating to the rights of children and young people to ensure that their rights are fulfilled;
Other(e)to provide means for the utilization, for the benefit of children, young people, families, and communities, of funds, food, clothing and other goods, services, and materials raised, received or procured;
Other(f)to provide an organization purely humanitarian in character for the purposes stated herein, in accordance with the requirements of the Law, Section 501(c)(3) of the Internal Revenue Code of 1986, as amended (the "Code"), and any corresponding or similar section as may from time to time be in force;
Other(g)to solicit and accept contributions of money and property and to accept devises and bequests and all other money or property made available by virtue of grants, trusts, endowments, deeds of gift, annuities, policies of insurance, or otherwise, and to use and administer such monies or properties for the furtherance of these corporate purchases; and
Otherh)in general and subject to such limitations and conditions as are or may be prescribed by law, to exercise all powers which are now or hereafter may be conferred by law upon any corporation organized for the purposes hereinabove set forth, and to do any and all things proper, necessary, or incidental to any power so conferred or conducive to the attainment of the purposes of the corporation; provided, however, that only such powers shall be exercised and such activities conducted as are in furtherance of the tax exempt purposes of the Corporation and may be exercised or conducted by an organization exempt from federal income tax under Section 501 (c) (3) of the Code, or any corresponding or similar section as may from time to time be in force.
Other"Section FIFTH of the Amended Certificate was deleted, which stated that the number of directors shall be no less than five (5) or more than twelve (12).
OtherSignificant changes to the Bylaws:
Other"Article I, 1: "Plan USA" was removed as a d/b/a
Other"Article II, 2: Changed minimum age of Board member from 21 to at least 18
Other"ARTICLE 2 7: CHANGED LANGUAGE REGARDING QUORUM/VOTING RIGHTS FROM "IF ANY ACTION OR DECISION IS TAKEN WITHOUT FOLLOWING RECOGNIZED PARLIAMENTARY PROCEDURE, THEN ALL DIRECTORS WHO DO NOT, AT THE TIME SUCH ACTION OR DECISION IS TAKEN, PROTEST THE RESULT ON THE BASIS THAT SUCH RULES OF PROCEDURE HAVE NOT BEEN FOLLOWED, SHALL BE DEEMED TO HAVE APPROVED OF THE PROCESS AND WAIVED ANY OBJECTION ON THAT BASIS" TO THE FOLLOWING "WHEN A QUORUM IS PRESENT AT ANY BOARD OR BOARD COMMITTEE MEETING, THE VOTE OF A MAJORITY OF THE DIRECTORS PRESENT, OR A MAJORITY OF THE BOARD COMMITTEE MEMBERS, AS APPLICABLE, SHALL DECIDE ANY QUESTION BROUGHT BEFORE SUCH MEETING, UNLESS A GREATER NUMBER IS REQUIRED BY LAW OR THESE BYLAWS. A DIRECTOR WHO MUST LEAVE A MEETING DURING A VOTE DUE TO A CONFLICT OF INTEREST OR RELATED PARTY TRANSACTION IS STILL CONSIDERED "PRESENT" AT THE TIME OF THE VOTE IN ORDER TO BE COUNTED FOR QUORUM PURPOSES. WHERE ANY ACTION TAKEN BY A BOARD COMMITTEE IS IN CONFLICT WITH A BOARD ACTION, OR THE CORPORATION'S BYLAWS, THE BOARD ACTION, OR THE BYLAWS, AS APPLICABLE, SHALL PREVAIL."
Other"Article II 7: Changed proxy voting to reflect that proxies must be signed by appropriate member, if applicable, and must state the meeting to which the proxy relates. Removed wording about "how proxy should be voted." Added sentence "Proxies will be counted for purposes of establishing a quorum but shall not be counted for voting purposes."
Other"ARTICLE II 8: CHANGED "ACTION WITHOUT A MEETING" TO CLARIFY THAT BOARD MEMBERS MUST RECEIVE FULL INFORMATION IN ORDER TO MAKE AN INFORMED DECISION, AND THAT EVERY DIRECTOR MUST CONSENT IN WRITING TO THE DECISION.
Other"Article III 1: Detailed that more committees (standing or special) can be added by Board resolution.
Other"Article IV 1: Clarified that voting on member elections must be by paper ballot, not a show of hands.
Other"Article IV 2: Clarified role of Board Chairman: can vote on all committees, has oversight (as opposed to supervision) of the organization, does not have supervision or oversight of the operations of the Board.
Other"Article IV 4: Clarified that a quorum must be present in any meeting where a CEO is elected.
Other"Article IV 7: Added that the Board can designate the Treasurer to endorse a commercial document.
Other"Article VI: Clarified that quorum must be present at meeting in which the vote takes place to modify documents.
Pt VI, Line 11bThe 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 12cOn 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, V.P. of Human Resources, or the Ethics and Compliance Officer 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 12cIf there are any potential conflicts of interest relating
Pt VI, Line 12cto a particular vote that the Board is taking, the
Pt VI, Line 12cBoard member(s) must declare the potential conflict and
Pt VI, Line 12cabstain from voting. This is then recorded in the minutes of the Board meeting.
Pt VI, Line 15aEvery year (typically in late summer), the Talent Management Committee of the Board ("TMC") leads the annual CEO performance review process. The TMC 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 15aBased on that feedback, the TMC prepares the performance
Pt VI, Line 15areview for Board approval. The discussion with the CEO is conducted by the Board Chair and the Chair of the TMC.
Pt VI, Line 15aBased 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 TMC and brought to the Board for approval typically around the time of the September Board meeting. The TMC 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 15bFor 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 15bAt 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 15bAs needed, positions at Plan International USA are market
Pt VI, Line 15bpriced 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 extenal compensation specialist to consult.
Pt VI, Line 15bDocumentation 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 19Plan 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 XIOther Changes in Net Assets (Part XI, Line 9)
Pt XIChange in value of perpetual trusts $ 1,869
Pt XIChange in value of split-interest agreements (6,551)
Pt XINet gain from non-operating lease 391
Pt XINet impairment loss on investments (221,157)
Pt XI-----------
Pt XIOther Changes in Net Assets(non-operating) $(225,448)
OtherPLAN INTERNATIONAL USA, INC.
OtherPROGRAM SERVICE ACCOMPLISHMENTS
OtherPlan 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 United States. 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.
OtherWe 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.
OtherPlan's Commitment to Gender Equality
OtherPlan is committed to promoting gender equality in every aspect of who we are and how we work. Over the past decade we have worked to promote gender equality in our offices and staffing, our partnerships, our communications and marketing, our advocacy and campaigns, and, of course, our programming. Recently PII adopted a "Global Policy on Gender Equality and Inclusion," which provides the backdrop for a global strategy of working from now until 2022 to bring about gender-transformative change 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 Sustainable Development Goals by 2030.
OtherPlan's WomenLead Institute (WLI) is one way in which the organization seeks to level the playing field for women and girls across the globe. WLI's core mission is to enhance women's confidence, capacity, and agency to fuel greater representation and impact of women in leadership positions across all sectors and institutions, which results in healthy and educated children and economically resilient families and communities. WLI's distinguished women-centered programs maximize women's leadership and decision-making skills; strengthen their technical and management expertise; and promote gender equality. WLI interventions respond directly to the call for greater representation of women in leading sustainable development efforts in non-profit, government, and political institutions.
OtherA. PROGRAM AND TECHNICAL SUPPORT
OtherProgram and Technical Support Funding of $54,946,949 (for the fiscal year ended June 30, 2018) represents funds received by Plan from sponsors, donors, and other entities (such as the U.S. government, corporations, foundations, etc.), $9,438,089 of which was used on programmatic activities conducted directly by Plan, and $45,508,860 of which approximately 96% 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 51,000 communities in over 50 developing countries. Plan's field programs are focused on the following five core areas described below:
Other1. EDUCATION
OtherPlan's goal: Children and youth will realize their right to quality education.
OtherEducation 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, or language or cultural barriers.
OtherWe 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.
OtherWe 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.
OtherIn fiscal year 2018, Plan's expenditures in education totaled approximately $8,147,626, with $6,044,213 transferred to PII for our overseas programs. Examples of Plan's FY18 projects in this area include: Niger Education and Community Strengthening, Lecture Pour Tous, and Early Grade Reading Program.
OtherNiger Education and Community Strengthening:
OtherThe U.S. Agency for International Development (USAID)-funded Niger Education and Community Strengthening (NECS) program is a $13 million, nationwide pilot program that couples targeted community mobilization with comprehensive early grade reading interventions for boys and girls in grades 1-2. The seven-year program operates in 158 primary schools in all regions of Niger. NECS aims to improve education opportunities available to children and strengthen the links between communities and state structures. To achieve this goal, NECS works closely with the Ministry of Primary Education, Literacy, Promotion of National Languages, and Civic Education (MEP) and local communities to meet two primary strategic objectives: increase student grade reading achievement and increase access to quality education in school, especially for girls. NECS improves reading instruction and learning through improved grade one and two reading materials and student assessments, as well as targeted training for teachers and school directors. In support of these initiatives, the program promotes a culture of reading, identifying leaders within the community to manage community libraries, improve parent literacy, and conduct community-wide reading competitions, writing workshops, and other mobilization activities.
OtherNECS also increases access to quality education by improving schools' physical and social environment. This includes improving water and sanitation facilities, as well as promoting wellness and personal hygiene initiatives within schools. Program activities strengthen key school structures such as school management committees and student governments, increasing their ability to manage school reform efforts and conduct effective community outreach. In addition, NECS fosters student mentoring programs at the community level and works with existing structures to organize catch-up classes to mitigate the effects of frequent disruptions to the school schedule.
OtherMore than 40,000 boys and girls have benefited from NECS interventions, making significant gains in basic reading skills and school enrollment, particularly for girls.
OtherLecture Pour Tous (All Children Reading):
OtherLecture Pour Tous is a five-year early grade reading program funded by USAID and implemented by Chemonics in support of the Ministry-led Senegalese National Reading Program. The program aims to greatly improve reading levels for students in grades 1-3. As a lead subcontractor, Plan's $4.43 million initiative is implementing a comprehensive parent and community engagement program in five 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 community leaders provides parents with the skills to effectively support their children at home as they learn to read.
OtherWorking 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 15,000 community members and parents in 158 communities in the effort to improve early grade reading outcomes.
OtherEarly Grade Reading Program:
OtherThe 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 operate 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.
OtherPlan, as a partner to RTI, is operating a $2.7 million activity plan that is working to strategically engage, educate, and empower parents around the role they can and should play in their children's education. Understanding the vital importance of creating sustainable interventions, Plan is strategically working with parents and school management on equipping them to partner together on educational support through comprehensive SBCC. Using SBCC, 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 improving 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.
OtherThe EGRP has significantly assisted in bridging the gap between parents, communities, and schools and has been able to directly increase the support to children's learning in both the formal and non-formal avenues, leading to further positive transformation in children's lives.
Other2. HEALTH AND WATER, SANITATION AND HYGIENE
OtherPlan's goal: Providing the tools, training, and resources for communities to raise healthy children. Children and youth will realize their right to sexual and reproductive health, including HIV prevention, care, and treatment.
OtherPlan supports a range of programs that reduce newborn and maternal mortality, increase child survival, and support the healthy development of children into adulthood. 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.
OtherOur 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 AIDS. In FY18, Plan International USA's combined expenditures for health and the related area of water, sanitation and hygiene totaled approximately $19,952,314, of which health was $16,297,169 ($12,969,381 of which was transferred to PII) and water, sanitation and hygiene was $3,655,145 ($3,161,807 of which was transferred to PII). Examples of Plan's FY18 projects in this area include Nilinde: Support for Orphans and Vulnerable Children in Nairobi and Coast Counties of Kenya; USAID Health Systems Strengthening Plus; and Global Comprehensive Coordinated Care for Children in Malawi and Haiti.
OtherNilinde: Support for Orphans and Vulnerable Children in Nairobi and Coast Counties of Kenya:
OtherOn this $41,005,731 project that is funded by USAID, Plan leads a consortium that, in FY18, 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.
OtherNilinde works with local partner organizations to increase household resiliency and empower parents and caregivers to make investments that will improve the health and well-being of orphans and vulnerable children (OVC). Working at both local and national levels, Nilinde aims 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 connects 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 focuses on informal settlements where the majority of the OVC reside. In Coast County, the project works in both informal settlements in urban areas and in rural areas where larger OVC populations live.
OtherIn FY18, the project reached close to 160,000 children and their households with services and graduated groups of households that had stabilized in the least vulnerable category. The project increased 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. At the same time, FY18 activities included HIV prevention approaches for HIV-negative adolescent girls and young women. Nilinde continued to work with governmental and non-governmental partners to use data for decision-making and improve quality services to OVC.
OtherSenegal Health Systems Strengthening:
OtherThe 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, in addition to local organizations Innovations Group and Health System in Africa (Groupe Issa), Association Council for Action (ACA), and the African Resources Group (ARG). 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.
OtherAs 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) awareness and community involvement increased 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 schemes, as well as communication and sensitization activities under the universal health coverage program. Plan focuses on metropolitan Dakar, Kaolack (Nioro du Rip), Louga, and Thies.
OtherCoordinating Comprehensive Care for Children (4C):
OtherUnder 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 OVC services within the PEPFAR OVC portfolio.
OtherIn 4Children Haiti, Plan is focused on ensuring that vulnerable AGYW have increased access to comprehensive evidence-based and age-appropriate services in four districts (Cap Haitian, Dessalines, Port-au-Prince, and St. Marc). The program has two overall objectives, with Plan focusing primarily on one: adolescent girls and young women at risk of acquiring HIV infection have increased access to comprehensive evidence-based, age-appropriate services in accordance with the Determined, Resilient, Empowered, AIDS-free, Mentored, and Safe (DREAMS) U.S. government initiative guidance and standards in four DREAMS target arrondissements. 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 limited hours.
Other3. DISASTER & CONFLICT
OtherPlan'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.
OtherIn 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 then 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.
OtherOur 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.
OtherPlan's expenditures on disasters in FY18 totaled approximately $10,674,713, $9,482,853 of which was transferred to PII. Examples of Plan's FY18 projects in this area include: Support for Self-Help Shelter and WASH Solutions in Piura; Supporting the Tracing and Reunification of Unaccompanied and Separated Children, including Children Formerly Associated with Armed Forces and Armed Groups, in the Central African Republic; and Provision of Integrated Protection and Education Services to South Sudanese Refugee Girls, Boys, Women, and Akula Host Communities in the Gambella Region of Ethiopia.
OtherSupport for Self-Help Shelter and WASH Solutions in Piura:
OtherThis $1.37 million USAID-funded project supported the repair and cleaning of houses damaged by floods in Piura. It provided support and assistance to rent shelter spaces for those families who had taken refuge with family or friends. Assistance has also been provided in the construction of transitional shelters (modules) for those with houses that are irreparable and who do not have appropriate long-term rental or shelter options. Likewise, these shelter interventions were complemented with the repair of small water systems, the provision of latrines, and promotion of the improvement of self-hygiene and hygiene practices in communities. Support was provided with the delivery of non-food items (NFI), and in some cases cash transfers were made to support home reconstruction.
OtherFamilies were supported with materials for rehabilitation, including 696 kits for housing renovations, 478 of which were wall rehabilitation kits and 218 roof rehabilitation kits. In addition, 552 non-food item kits were distributed to support the rehabilitation of homes, including bedroom linens and other items (379 kits), as well as kitchen supplies (173 kits). The project provided technical assistance, supervision, and skilled labor for families in the construction of temporary shelters for 147 families and supported house cleaning to remove mud and wreckage from communities using heavy equipment.
OtherThe project conducted training to families of beneficiary homes and other members (non-beneficiary families) of 86 communities in the districts of La Arena, Catacaos, La Union, Tambogrande, and Las Lomas. Training topics included healthy behaviors and disease prevention; personal hygiene and hand washing; adequate storage of drinking water and safe water; and proper disposal of excreta and garbage. Training sessions in the selected topics reached 2,580 people.
OtherSupporting the Tracing and Reunification of Unaccompanied and Separated Children, including Children Formerly Associated with Armed Forces and Armed Groups, in Central African Republic (CAR):
OtherTHIS 15-MONTH, $774,000 USAID-FUNDED PROJECT SUPPORTED 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 LOBAYE AND NANA-GRIBIZI. WHILE THIS PROJECT WAS INTENDED TO INTERVENE IN THE PREFECTURE OF OUHAM, ACTIVITIES WERE SUSPENDED THERE BECAUSE OF LOCAL SECURITY CONCERNS.PLAN IDENTIFIED, REGISTERED, AND DOCUMENTED 360 VULNERABLE CHILDREN (161 GIRLS), INCLUDING UASC AND CAAFAG, AND PROVIDED THEM WITH CASE MANAGEMENT AND REFERRAL SERVICES, INCLUDING SUPPORTING THEM WITH TEMPORARY HOST FAMILIES. PLAN ESTABLISHED 141 TEMPORARY HOST FAMILIES AND SUPPORTED THESE FAMILIES WITH FOOD AND NON-FOOD ITEMS THROUGHOUT THE PROJECT PERIOD. THE UASC PLACED IN 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, 23 UASC AND FORMER CAAFAG WERE REUNITED WITH THEIR FAMILIES. IN ADDITION, 180 CHILDREN ALSO BENEFITED FROM GAINING BIRTH REGISTRATION, WHICH IS KEY TO ENSURING THAT CHILDREN'S BASIC RIGHTS ARE NOT VIOLATED AND MITIGATING THE RISK OF ABUSE, EXPLOITATION, OR RECRUITMENT INTO ARMED FORCES. THROUGH THIS PROCESS, THE PROJECT PROVIDED LIFE-SAVING ASSISTANCE TO VULNERABLE YOUNG PEOPLE, HELPING BREAK THE CYCLE OF VIOLENCE IN CAR. IN ORDER TO SUPPORT CONTINUED WORK IN TRACING AND REUNIFICATION OF CASES, PLAN ESTABLISHED AND REVISED SIX COMMUNITY CHILD PROTECTION NETWORKS IN PROJECT AREAS AND PROVIDED TRAINING ON THIS PROCESS TO THESE ENTITIES AND LOCAL GOVERNMENT PARTNERS.
OtherThe project provided intensive vocational training courses for 109 youth beneficiaries. This training, combined with life skills and literacy classes, supported sustainable reintegration of UASC, including CAAFAG. Through this process, the project provided life-saving assistance to these young people, helping break the cycle of violence in CAR by giving them a clear vision and realistic opportunity for productive economic futures.
OtherProvision of Integrated Protection and Education Services to South Sudanese Refugee Girls, Boys, Women, and Akula Host Communities in the Gambella Region of Ethiopia:
OtherTHIS 12-MONTH, $1 MILLION, STATE DEPARTMENT-FUNDED AWARD IMPROVED ACCESS OF THE SOUTH SUDANESE REFUGEE POPULATION AND HOST COMMUNITIES IN GAMBELLA TO QUALITY EDUCATION AND CHILD PROTECTION SERVICES. THE PROGRAM RESPONDED TO ENORMOUS NEEDS, RANGING FROM BASIC REQUIREMENTS OF EDUCATION TO THE MORE ALL-ENCOMPASSING ISSUE OF CHILD PROTECTION, AMONG CHILDREN AND YOUTHS IN THE SOUTH SUDANESE REFUGEE POPULATION AND THE ETHIOPIAN HOST COMMUNITY POPULATIONS IN GAMBELLA. IN CHILD PROTECTION, THE PROJECT SUPPORTED 38,000 CHILDREN AND ADULTS, INCLUDING UASC, THROUGH CASE MANAGEMENT (REFERRAL, TRACING, FAMILY REUNIFICATION, AND LONG-TERM ALTERNATIVE CARE ARRANGEMENT), PSYCHOSOCIAL SUPPORT, CHILD-FRIENDLY ACTIVITIES, AND NON-FOOD ITEM DISTRIBUTION. ADULTS ARE DIRECTLY BENEFITING FROM THE PROJECT AND ARE ACTIVELY INVOLVED IN PROJECT IMPLEMENTATION, ACTING AS SOCIAL WORKERS, FOSTER PARENTS, AND COMMUNITY-BASED CHILD PROTECTION COMMITTEE MEMBERS, AS WELL AS THROUGH TRAININGS AND COMMUNITY AWARENESS AND LEARNING SESSIONS. PROJECT ACCOMPLISHMENTS IN CHILD PROTECTION INCLUDE THE FOLLOWING: (1) 20,481 CHILDREN ACCESSING CHILD-FRIENDLY SPACES AND PARTICIPATING IN ACTIVITIES INCLUDING LIFE SKILLS, DRAWING PICTURES, STORYTELLING, CULTURAL DANCES, MUSIC, DRAMA, CLAY MODELS, OUTDOOR PLAYGROUNDS, SOCCER, VOLLEYBALL, AND OTHERS;(2) 1,797 UNACCOMPANIED AND SEPARATED CHILDREN PLACED IN LONG-TERM ALTERNATIVE CARE SUPPORTED BY INDIVIDUAL CASE MANAGEMENT; (3) TWO BLOCKS OF PRIMARY SCHOOL AND ECCD CENTERS CONSTRUCTED AND SERVING 800 CHILDREN; AND (4) 570 SEPARATED AND UNACCOMPANIED CHILDREN REFERRED FOR FAMILY REUNIFICATION (INCLUDING 133 CROSS-BORDER CASES).IN EDUCATION, THE PROJECT PROVIDED ACCESS, IMPROVED TEACHING, AND SUPPLIED THE NECESSARY EDUCATIONAL MATERIALS TO ECCD CENTERS AND PRIMARY SCHOOLS. THOSE ACTIVITIES TARGETED CHILDREN FROM 0 TO 14, AS WELL AS ADULTS (ECCD FACILITATORS, TEACHERS, PARENTS' ASSOCIATION, SCHOOL MOTHERS, AND BENEFICIARIES OF AWARENESS-RAISING SESSIONS). IN TOTAL, 21,997 STUDENTS AND PRE-SCHOOL CHILDREN ACCESSED SCHOOLING THROUGH THE PROJECT.
OtherIn light of the project's success, the State Department Bureau of Population, Refugees, and Migration awarded Plan a July 2018 follow-on project to address the continuing need for education and child protection among refugee and host community populations in Gambella.
Other4. PROTECTION
OtherPlan's goal: Providing a safe place for children to live and grow to their full potential.
OtherPlan works to ensure that all children are safe and protected from abuse, neglect, exploitation, and violence. Plan recognizes that protection needs and challenges may vary according to a child's gender, and appropriately focuses its efforts and investments to address such differences. We provide services designed to prevent abuse, neglect, and exploitation of children and to help victims recover. We campaign for and promote adequate legal protection at all levels, as well as advocate for strong support within families and communities. 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.
OtherExpenditures from Plan in this area totaled approximately $6,922,370 for FY18, $5,648,661 of which was transferred to PII. An example of Plan's FY18 work in this area is the Missing Child Alert/PROTECT project.
OtherMissing Child Alert/PROTECT:
OtherTHE MISSING CHILD ALERT/PROTECT PROGRAM IS A $5 MILLION, 5-YEAR PROJECT AIMED AT HOLISTICALLY EMPOWERING ALL KEY STAKEHOLDERS IN A CHILD'S LIFE WITH KNOWLEDGE AND SKILLS IN THE PROTECTION AND PREVENTION OF CHILD TRAFFICKING IN NEPAL, BANGLADESH, AND INDIA. THE PROGRAM IS DIRECTLY WORKING TO EDUCATE AND EMPOWER THE ENTIRE COMMUNITY, MEMBERS OF WHICH ARE ENGAGED AND RESPONSIBLE FOR THE SAFE-GUARDING AND SECURITY OF THEIR CHILDREN. PROTECT IS WORKING WITH PARENTS, VILLAGE PROTECTION COMMITTEES, BORDER AGENTS, GOVERNMENTS, AND CHILDREN THEMSELVES IN PREVENTION, PROTECTION, AND REPATRIATION TRAINING, WITH THE AIM OF CREATING SAFE, SECURE COMMUNITIES FOR CHILDREN TO THRIVE. WITH THE PROTECTION OF CHILDREN BEING THE RESPONSIBILITY OF ALL ACTORS IN A COMMUNITY, PLAN'S PROGRAM IS WORKING WITH ALL "GATEKEEPERS," UTILIZING DIFFERENT APPROACHES TO SPEAK DIRECTLY TO DIFFERENT POPULATIONS' NEEDS AND CAPACITIES. PROTECT BELIEVES THAT IF ONE ACTOR IS REMOVED FROM THE CHAIN OF RESPONSIBILITY, THEN A GAP EXISTS AND CHILDREN ARE NOT TRULY SAFE. ALL STAKEHOLDERS MUST BE FULLY EQUIPPED TO CREATE PERMANENT AND COMMUNITY-BASED SECURITY. WORKING THROUGH CURRICULA INCLUDING CHOOSE YOUR FUTURE; STICKS AND STONES; VILLAGE-LEVEL CHILD PROTECTION TRAINING; VILLAGE SAVINGS AND LOAN (VSLA) EDUCATION; SBCC; AND THE REPATRIATION INFORMATION MANAGEMENT SYSTEM (RIMS), PROTECT IS RESPONDING TO BOTH PUSH AND PULL FACTORS AROUND THE REASONS CHILDREN END UP BEING VICTIMS OF TRAFFICKING. PROTECT IS WORKING TO REDUCE FINANCIAL INCENTIVES; INCREASE ECONOMIC SECURITY FOR FAMILIES AND ENABLERS; INCREASE UNDERSTANDING AROUND THE TRUE DEVASTATION OF TRAFFICKING; ASSIST GOVERNMENT WITH KEY LEGISLATION AND ENFORCEMENT; AND EQUIP CHILDREN THEMSELVES IN UNDERSTANDING THEIR RIGHTS AND CAPACITIES AS THE FUTURE GENERATION. IN COMBINATION WITH BUILDING THE CAPACITY OF KEY ACTORS, PROTECT IS ALSO WORKING TO EQUIP GOVERNMENTS AND NON-STATE ACTORS AROUND INNOVATIONS IN INFORMATION TECHNOLOGY THROUGH RIMS.
OtherUnderstanding the needs in the repatriation process, PROTECT has created a web-based platform for tracking children as they are repatriated back to their homes, a process that can often be plagued with inefficiencies, confusion, and fear.
Other5. YOUTH AND ECONOMIC EMPOWERMENT
OtherPlan's goal: Young adolescents and youth will live in communities that value their participation and provide opportunities for their leadership and economic empowerment.
OtherPlan currently works with youth in 72 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).
OtherPlan expended approximately $9,249,926 on youth and economic empowerment in FY18, $6,427,809 of which was transferred to PII. Examples of Plan's FY18 projects in this area include Safeguarding Against and Addressing Fishers' Exploitation at Sea, Bridges to Employment, and Advancing Adolescent Health.
OtherSafeguarding Against and Addressing Fishers' Exploitation at Sea:
OtherSafeguarding Against and Addressing Fishers' Exploitation at Sea (SAFE Seas) is a four-year U.S. Department of Labor-funded project in Indonesia and the Philippines that focuses on improving enforcement to combat labor exploitation on fishing vessels, while decreasing the social constructs that enable forced labor and trafficking in persons on fishing vessels. Activities will include creating and/or strengthening regulations and policies to address labor exploitation; encouraging the use of multi-disciplinary inspection models; strengthening institutions and processes that protect workers; and increasing fishers' awareness of their rights and reporting abilities.
OtherBridges to Employment:
OtherThe USAID-funded Bridges to Employment project, led by DAI and in partnership with Plan and JBS International, aims to link more than 20,000 at-risk youth-especially young women and vulnerable populations-to basic social resources of work, knowledge, security, and social capital to foster social inclusion through employment opportunities in El Salvador. The $3 million subcontract works to advance three objectives: 1) improved enabling environment promoting workforce development of at-risk youth in targeted high-growth sectors; 2) improved quality of workforce development services to effectively insert at-risk youth into targeted high-growth sectors; and 3) improved workforce readiness demonstrated by targeted at-risk youth. The project currently works with youth, employers, training institutions, and other stakeholders in 12 of El Salvador's high-crime municipalities. Through various events and job fairs, Plan has recruited more than 2,700 youth for the project.
OtherPlan leads Objective 3, working directly with youth to increase their employment and self-employment opportunities. Plan leads major activities, including the 2015 implementation of a comprehensive Participatory Youth Assessment with more than 1,500 youth. Plan is working in partnership with the National Institute for Youth (INJUVE) to enhance its life skills curriculum based on USAID's 2016 guidance, and translating the curriculum into braille for youth with sight impairments.
OtherAfter youth take a psychometric exam, Plan staff help determine whether the young person is better suited for formal employment or entrepreneurship. For youth interested in employment, Plan facilitates their transition into technical courses related to ICT, manufacturing, hospitality, and agriculture. For those interested in entrepreneurship, Plan supports them with the development of their business plans and offers additional training in self-employment. Other youth who have not finished high school are encouraged to return to school or to participate in flexible education programs. For example, Plan met with the Ministry of Education, which shared the database of youth who are interested in finishing their studies through blended learning or online high school programs. Plan has also facilitated strategic partnerships with the Ministry of Labor, private sector businesses (such as Pollo Campero), and other donor-funded programs to expand the reach of project activities, and to ensure ongoing support by these actors after the project ends.
OtherAdvancing Adolescent Health:
OtherTHE GOAL OF THE $6 MILLION ADVANCING ADOLESCENT HEALTH (A2H) PROJECT IS TO IMPROVE ADOLESCENTS' SEXUAL AND REPRODUCTIVE HEALTH AND FAMILY PLANNING KNOWLEDGE, AS WELL AS ACCESS AND USE OF RELATED SERVICES FOR MARRIED AND UNMARRIED ADOLESCENTS. THE VARIOUS COHORTS TARGETED IN THIS PROJECT INCLUDE UNMARRIED AND MARRIED GIRLS AND BOYS AGED 10-14 AND 15-19. THE PROJECT IS STRUCTURED TO ALLOW FOR MULTI-LEVEL INTERVENTIONS THAT TARGET SPECIFIC MARRIED AND UNMARRIED ADOLESCENT COHORTS, AS WELL AS STRENGTHEN THE ENGAGEMENT OF KEY COMMUNITY GATEKEEPERS AND INCREASE THE DEMAND FOR HIGHER QUALITY ADOLESCENT SEXUAL AND REPRODUCTIVE HEALTH (ASRH) AND FAMILY PLANNING SERVICES AT THE HEALTH CENTER AND PROVIDER LEVELS. THE PROJECT ENCOURAGES DELAYED MARRIAGE, HEALTHY BIRTH SPACING, AND ADOLESCENT-FRIENDLY SRH SERVICES AT GOVERNMENT, NON-GOVERNMENTAL ORGANIZATION, AND PRIVATE SECTOR HEALTH FACILITIES. SPECIFIC OBJECTIVES OF THE PROJECT ARE TO: (1) DELIVER ASRH INFORMATION; ENCOURAGE DELAYED MARRIAGE; AND PROVIDE FAMILY PLANNING, NUTRITION, AND FOUNDATIONAL LIFE SKILLS TRAINING VIA A PEER-TO-PEER MODEL TO MARRIED AND UNMARRIED ADOLESCENTS IN THE FOLLOWING COHORTS: UNMARRIED GIRLS AND BOYS AGED 10-14; UNMARRIED GIRLS AND BOYS AGED 15-19; PRE-MARITAL COUPLES; NEWLY-MARRIED COUPLES; MARRIED COUPLES WITH NO CHILDREN; AND MARRIED COUPLES WITH ONE OR MORE CHILDREN. (2) STRENGTHEN ADOLESCENT-FRIENDLY SRH AND FAMILY PLANNING SERVICES AND INFORMATION, AS WELL AS COMPREHENSIVE CONFIDENTIAL COUNSELING, IN BOTH GOVERNMENT AND COMMUNITY HEALTH CENTERS AND WITH FORMAL AND NON-FORMAL PROVIDERS. (3)ENGAGE KEY COMMUNI TY GATEKEEPERS IN THE INTERVENTION AREAS TO BECOME RESOURCES AND ADVOCATES- ACCOUNTABLE FOR THEIR COMMUNITIES' ADOLESCENT POPULATION-TO ASSIST IN DELAYING AGE AT MARRIAGE, DELAYING AGE AT FIRST BIRTH, AND ENCOURAGING SAFE BIRTH SPACING, ALONG WITH INCREASING DEMAND FOR UTILIZATION OF AND ACCESS TO STRENGTHENED SRH AND FAMILY PLANNING SERVICES.
OtherB. BUILDING RELATIONSHIPS
OtherAs 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 photos as a way to better understand each other's cultures. Through our website and sponsor communications, we frequently urge sponsors to send email communications or letters to their sponsored children. These cross-cultural exchanges provide the foundation for the sponsor/child relationship.
OtherPlan 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, along with two photographs. 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.
OtherBuilding 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.
OtherDURING THE YEAR ENDING JUNE 30, 2018, THERE WERE MORE THAN 97,995 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 $820,940 ASSOCIATED WITH CROSS-CULTURAL EXCHANGES IS KNOWN AS "BUILDING RELATIONSHIPS."
OtherC. DEVELOPMENT EDUCATION AND ADVOCACY
OtherTo further our mission, Plan conducts educational outreach programs in the U.S. with youth, educators, donors, sponsors, and the public about issues affecting children and families in the developing world. 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 children's vulnerabilities and breaking the cycle of poverty. 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 the public through country and practice area technical briefs, website updates, monthly e-newsletters, 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. In FY18, Plan began a research project to examine views, and what shapes those views, of gender equality by U.S. adolescents. The research included a survey that was designed through collaboration with PerryUndem, a non-partisan research organization, and M+R, a public relations firm.
OtherThe results will be reviewed and broadly shared and promoted in FY19.
OtherPlan'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 week-long summer leadership summit called the Youth Leadership Academy (YLA). The YLA aims to build the capacity of high school youth in leadership and civic engagement, while increasing knowledge about the Sustainable Development Goals (SDGs).
OtherAdditionally, 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 as co-chair of the Modernizing Foreign Assistance Network (MFAN), Plan is a 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, Plan has brought the voices and perspectives of the field to decision makers and influencers on Capitol Hill, at the National Security Council, the State Department, USAID, and the wider development community.
OtherOther important elements of Plan's outreach are the initiatives and partnerships we develop to increase awareness about challenges in the developing world, especially around gender inequality. In June 2018, Plan and Viacom International expanded our partnership together beyond the Nickelodeon brand to launch the #XQUNAMUJER campaign with Comedy Central. The campaign aimed to promote gender equality, women's rights, and inclusion throughout Latin America. It used the power of comedy to raise awareness of "machismo" and gender inequality between young men and women in the region. The co-branded campaign consisted of six promotional Public Service Announcements (PSA) airing on television and on the free mobile application, Comedy Central Play. Each PSA starred well-known comedians from Comedy Central Latin America coming together to celebrate women and their achievements, touch on personal themes in a humorous way, and generate a conversation about this important topic. The campaign was also amplified on social media. The six-month campaign is expected to reach more than 27.9 million households in 24 markets, including 10 countries in which Plan works.
OtherFor International Day of the Girl 2017, several of Plan's youth ambassadors "took over" roles for some of the most powerful women in corporate America, conveying that girls deserve a seat at the workplace table and that #GirlsBelongHere. Girl takeovers took place at companies such as Discovery Communications, State Street Global Advisors, and Alex and Ani. Plan also embarked on a partnership with The Female Quotient (TFQ), a company and community dedicated to achieving workplace equality, to expand our efforts around IDG. Girls took over the social media accounts for Shelley Zalis, the founder of TFQ, and worked with TFQ's media partner, Clear Channel, to showcase a digital billboard in NYC's Times Square. According to the marketing director at Clear Channel Outdoor, "Through our partnership with The Female Quotient, we were introduced to Plan and their initiative to empower young women in the U.S. and globally. On International Day of the Girl, we were happy to share messaging highlighting the efforts and accomplishments of their team on digital billboards broadcast in the crossroads of the world, Times Square. These billboards were projected to the thousands that stream through that pedestrian plaza daily, delivering over two million impressions over the course of the week." By participating in these IDG activites, #GirlsBelongHere went viral on social media with a 40 percent increase in engagement from IDG 2016, and Plan was able to increase its brand visibility, better advocate for and empower girls, and contribute to efforts to improve gender equality worldwide.
OtherA different type of partnership-celebrity engagement-has been extremely helpful in leveraging our brand and raising awareness. Celebrities are able to lend their voices to Plan's causes and amplify our messages to various audiences, particularly through print, on-air, and social media channels. Through donor communications, sponsor meetings, website publications, and public gatherings, Plan will continue to reach out to the public and invite them to engage with us and make a lasting difference for children around the world. We have found that once people understand these issues, they are willing to take action. Our task is to help bring these issues to light.
OtherFor the fiscal year ended June 30, 2018, the total Development Education and Advocacy expenses were $1,463,793. During FY18, Plan International USA initiated more than 1,500,000 mailed or emailed communications, to help educate our donors and partners and also participated in various presentations, activities, and forums.
Form 990EZ, Part I, Line 16Professional Consulting Fees
Form 990EZ, Part I, Line 16Marketing/Media
Form 990EZ, Part I, Line 16Miscellaneous
Form 990EZ, Part II, Line 24Pledges Receivable - Net
Form 990EZ, Part II, Line 24Grants Receivable - Net
Form 990EZ, Part II, Line 24Prepaids
Form 990EZ, Part II, Line 24Investments
Form 990EZ, Part II, Line 26Accounts Payable & Accrued Expenses

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