2018-08-31T08:38:42-05:00 2017-12-31 420714325 RSM US LLP 9737 WASHINGTONIAN BLVD 400 GAITHERSBURG MD 20878 990 2017-01-01 530242962 PROJECT HOPE-THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PROJ 5408371813 255 CARTER HALL LANE MILLWOOD VA 22646 NOORDIN MOLOO VP FINANCE AND CFO 5408372100 2018-08-31 1 WILLIAM E TURCO CPA P00369217 3012963600 2017 2022-09-23 18:48:47Z THOMAS KENYON MD MPH 255 CARTER HALL LANE MILLWOOD VA 22646 111864401 0 X WWW.PROJECTHOPE.ORG X 1958 DC PROJECT HOPE IS A GLOBAL NOT-FOR-PROFIT ORGANIZATION THAT PROVIDES SOLUTIONS TO THE WORLD'S MOST PRESSING HEALTH CRISES THROUGH INNOVATIVE GLOBAL HEALTH AND DISASTER RELIEF PROGRAMS. PROJECT HOPE ALSO PUBLISHES, HEALTH AFFAIRS, THE NATION'S LEADING JOURNAL OF HEALTH POLICY THOUGHT AND RESEARCH. 23 22 157 209 96840 0 116606108 94599750 2660487 2645977 175875 3626836 31698 32021 119474168 100904584 3462076 3855790 0 0 21163494 22384317 848466 1010956 8177075 105902718 71988689 131376754 99239752 -11902586 1664832 48930765 49653298 22300014 20553649 26630751 29099649 X PLACING POWER IN THE HANDS OF LOCAL HEALTH CARE WORKERS TO SAVE LIVES ACROSS THE GLOBE. WE ARE A GLOBAL HEALTH AND HUMANITARIAN RELIEF ORGANIZATION, COMMITTED TO TRANSFORMING LIVES AND UPLIFTING COMMUNITIES BY EMPOWERING HEALTHCARE WORKERS TO EXPERTLY IMPLEMENT AND TEACH INNOVATIVE LIFESAVING SOLUTIONS, IN TIMES OF NEED AND INTO THE FUTURE. 0 0 58629292 3813040 GLOBAL HEALTH PROGRAMMING:PROJECT HOPE WORKED IN NEARLY 30 COUNTRIES IN 2017 TO ADDRESS THE MOST PRESSING HEALTH NEEDS OF VULNERABLE POPULATIONS. WE PARTNER WITH LOCAL MINISTRIES OF HEALTH, OTHER NGOS AND FUNDING PARTNERS TO PROVIDE EXPERT HEALTH PROGRAMMING AND LOCAL HEALTH CARE WORKER TRAINING IN THE AREAS OF INFECTIOUS AND CHRONIC DISEASES, DISASTERS AND HEALTH CRISES, AND MATERNAL, NEONATAL, AND CHILD HEALTH. IN 2017, PROJECT HOPE HELPED TRAIN 36,406 HEALTH CARE WORKERS AND REACHED NEARLY 2.3 MILLION BENEFICIARIES WITH LIFESAVING HEALTH PROGRAMS. 18224722 DISASTERS AND HEALTH CRISES:THE MISSION OF PROJECT HOPE'S DISASTERS AND HEALTH CRISES PROGRAM IS TO PROVIDE EMERGENCY HEALTH RELATED-ASSISTANCE WHERE DISASTERS STRIKE, INCLUDING DONATIONS OF NEEDED MEDICINES AND MEDICAL SUPPLIES AND VOLUNTEER SUPPORT TO STRENGTHEN WEAKENED HEALTH CARE SYSTEMS. WE ALSO COORDINATE CLOSELY WITH OUR GLOBAL HEALTH PROGRAMS TO ASSESS CRITICAL MEDICINE AND SUPPLY NEEDS AND COORDINATE WITH CORPORATE PARTNERS, PHARMACEUTICAL COMPANIES AND OTHER PARTNERS TO GET DONATED MEDICINES AND SUPPLIES TO PLACES WHERE THEY ARE NEEDED MOST. IN 2017, PROJECT HOPE DELIVERED MORE THAN $45 MILLION WORTH OF DONATED MEDICINES AND MEDICAL SUPPLIES AROUND THE GLOBE. 8273700 42750 2645977 HEALTH POLICY HEALTH AFFAIRS:HEALTH AFFAIRS, THE LEADING JOURNAL OF HEALTH POLICY THOUGHT AND RESEARCH, IS PUBLISHED BY PROJECT HOPE. THE PEER-REVIEWED JOURNAL APPEARS MONTHLY IN PRINT AND ONLINE WITH ADDITIONAL ARTICLES RELEASED ONLINE AHEAD OF PRINT. PUBLISHED SINCE 1981, THE WASHINGTON POST HAS CALLED HEALTH AFFAIRS THE BIBLE OF HEALTH POLICY. HEALTH AFFAIRS PUBLISHES POLICY BRIEFS AND A WIDELY-READ BLOG, BOTH OF WHICH ARE AVAILABLE AT NO CHARGE ON OUR WEBSITE. HEALTH AFFAIRS HOSTS A RANGE OF PUBLIC EVENTS AND MEDIA BRIEFINGS. 1153235 VOLUNTEERS:FOR SIXTY YEARS PROJECT HOPE HAS DEPLOYED VOLUNTEERS WITH DIVERSE SKILL SETS TO WORK IN PARTNERSHIP WITH IN-COUNTRY COUNTERPARTS TO ADDRESS THE GREATEST PUBLIC HEALTH CHALLENGES. SINCE PROJECT HOPE'S FOUNDING IN 1958, VOLUNTEERS HAVE REMAINED CENTRAL TO OUR MISSION, BUILDING THE CAPACITY OF LOCAL HEALTH WORKERS, PROVIDING RELIEF DURING EMERGENCIES AND SUPPORTING INTERNATIONAL PROGRAMS AND OPERATIONS. OUR VOLUNTEER PROGRAM CONTINUES TO EXPAND, INCORPORATING SKILLED VOLUNTEERS FROM THE US AND AROUND THE WORLD TO SERVE IN HOPE'S GLOBAL HEALTH PROGRAMS. IN 2017, HOPE FILLED OVER 200 VOLUNTEER POSITIONS, CONTRIBUTING 24,513 HOURS VALUED AT MORE THAN $1.38 MILLION IN DONATED SERVICE. 1153235 86280949 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 1 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 116 0 1 157 1 1 0 1 AE BK CH CO DO DR EC EG EZ GA HA ID IN KG KV KZ MI MK MX MZ NG NP PL PP RO RP SF SL TI TZ UP UZ VM WA 0 0 0 1 1 0 0 0 0 X 23 22 0 0 1 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY LA MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN UT VA WI WV X X NOORDIN MOLOO 5408372100 255 CARTER HALL LANE MILLWOOD VA 22646 MR RICHARD T CLARK BOARD DIRECTOR - CHAIRMAN 30.00 X X 0 0 0 MR REYNOLD W MOONEY BOARD DIRECTOR - VICE CHAIRMAN 5.00 X X 0 0 0 MR VIREN MEHTA BOARD DIRECTOR - SECRETARY 3.00 X X 0 0 0 MR CURT M SELQUIST BOARD DIRECTOR - TREASURER 5.00 X X 0 0 0 MRS DEBORAH DISANZO BOARD DIRECTOR 3.00 X 0 0 0 MRS RENUKA GADDE BOARD DIRECTOR 3.00 X 0 0 0 MR GERHARD N MAYR BOARD DIRECTOR 3.00 X 0 0 0 J MICHAEL MCQUADE PH D BOARD DIRECTOR 3.00 X 0 0 0 MRS DONNA MURPHY BOARD DIRECTOR 3.00 X 0 0 0 MR STEVEN B PFEIFFER ESQ BOARD DIRECTOR 3.00 X 0 0 0 MR JOHN D FOWLER BOARD DIRECTOR 3.00 X 0 0 0 KEITH T GHEZZI BOARD DIRECTOR 3.00 X 0 0 0 BERNARD A HARRIS JR MD BOARD DIRECTOR 3.00 X 0 0 0 MR GEORGE LINDEMANN BOARD DIRECTOR 3.00 X 0 0 0 MR WALTER G MONTGOMERY BOARD DIRECTOR 3.00 X 0 0 0 MR DANIEL D PHELAN BOARD DIRECTOR 3.00 X 0 0 0 MR STEPHEN H RUSCKOWSKI BOARD DIRECTOR 3.00 X 0 0 0 DR CHARLES A SANDERS BOARD DIRECTOR 3.00 X 0 0 0 AMBASSADOR MIRIAM E SAPIRO BOARD DIRECTOR 3.00 X 0 0 0 ANNE M SIMONDS BOARD DIRECTOR 3.00 X 0 0 0 MR MARSHAL SMITH BOARD DIRECTOR 3.00 X 0 0 0 DR PETER WILDEN BOARD DIRECTOR 3.00 X 0 0 0 THOMAS KENYON MD MPH CHIEF EXECUTIVE OFFICER 40.00 X X 435046 0 22932 ALAN WEIL VP, HEALTH POLICY & EDITOR IN CHIEV HEALTH AFFAI 40.00 X 391610 0 7270 RABIH TORBAY PRESIDENT 40.00 X 319520 0 13440 CHRIS SKOPEC EXECUTIVE VICE PRESIDENT 40.00 X 245341 0 14066 MALALEY M WARDAK VP MANAGEMENT & OPERATIONS CAO 40.00 X 254024 0 12575 FRANKLIN GUERRERO CHIEF DEVELOPMENT & COMM. OFFICER 40.00 X 192726 0 27156 JULIA SOYARS VP, LEGAL AND COMPLIANCE 40.00 X 197939 0 18460 KATHLEEN GLOVER ASSOCIATE VP, ACCOUNTING & FINANCE 40.00 X 169654 0 16000 JANE HIEBERT-WHITE EXECUTIVE PUBLISHER 40.00 X 204965 0 25567 DONALD E METZ EXECUTIVE EDITOR 40.00 X 210798 0 14857 MARGARET SANDERS SR. EDITOR & SPECIAL ADVISOR GLOBAL HEALTH 40.00 X 186537 0 27343 ANN MARIE LINK SENIOR DEPUTY PUBLISHER 40.00 X 175383 0 8764 SARAH DINE SENIOR DEPUTY EDITOR 40.00 X 167853 0 9373 3151396 0 217803 45 0 1 0 ONE & ALL INC 2 N LAKE AVENUE SUITE 600 PASADENA CA 911011868 DIRECT RESPONSE FUNDRAISING 548701 TRUESENSE MARKETING PO BOX 64114 PITTSBURG PA 152641114 DIRECT RESPONSE FUNDRAISING 419452 THE HERITAGE COMPANY INC PO BOX 16325 LITTLE ROCK AR 722316325 TELEMARKETING SERVICES 232693 RSM US LLP 5155 PAYSPHERE CIRCLE CHICAGO IL 60674 AUDITS 199001 DONOR VOICE 11710 PLAZA AMERICA DRIVE RESTON VA 20190 DONOR ANALYTICS 137943 9 185960 1213987 13140586 80059217 43750755 94599750 SUBSCRIPTION REVENUE 511120 2645977 2549137 96840 2645977 244219 244219 49468 49468 400322 279034 121288 121288 121288 10514448 3259101 9768744 622188 745704 2636913 3382617 3382617 107358 1213987 289851 -182493 -182493 OTHER REVENUE 900099 43758 43758 43758 100904584 2549137 96840 3658857 42750 42750 3813040 3813040 1968438 642883 1125539 200016 15971669 13316058 1370192 1285419 3384328 2730279 415536 238513 1059882 785116 172788 101978 177798 32189 51412 94197 324662 89993 234669 1010956 1010956 12479 12479 5324970 4149316 96285 1079369 773247 94304 4689 674254 2906092 1407924 117358 1380810 2455400 1368804 259791 826805 2544760 1916563 363504 264693 1996500 1781431 83171 131898 996725 976618 16859 3248 288793 228808 331 59654 264978 254560 8355 2063 MEDICAL EQUIP & PHARMAC 47751606 47751606 TRAINING 4159459 4152910 3383 3166 PRINTING & ARTWORK 1247754 503759 12556 731439 BANK FEES, INST. DUES 362228 257587 16206 88435 401238 -15549 416625 162 99239752 86280949 4781728 8177075 1869850 3270681 4795124 8257820 11107527 8450640 550023 1009157 11883283 10435798 516748 475887 10290016 6143036 4687923 4146980 13520287 13606335 48930765 49653298 16248003 14823478 5054523 4763896 997488 966275 22300014 20553649 X -2321037 -2708127 19779504 22691650 9172284 9116126 26630751 29099649 48930765 49653298 X 1664832 420467 383599 X 0 1 X 1 1 1 X 292659151 250508386 60344853 115237128 94599750 813349268 292659151 250508386 60344853 115237128 94599750 813349268 558732025 254617243 1116611 1055249 941225 650316 694009 4457410 817806678 11846290 0.31130 0.57640 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 523 523 99808114 99808637 1000000 250000 0 0 1000000 1000000 1500000 523 523 250000 250000 375000 523 523 1918064 X X CONFERENCE CENTER 0 9555626 2557 692952 231741 10019394 9478885 6569 236074 165902 9555626 9536362 2095 -155069 -95497 9478885 9441387 233419 8029 146473 9536362 3159543 5911495 558281 187932 9441387 0.91000 0.09000 0 0 360346 360346 3914345 1701709 2212636 131437 126525 4912 5327544 3759605 1567939 556344 555197 1147 4146980 GIFT ANNUITY OBLIGATIONS 966275 966275 X 103571101 420467 1708894 -31729 2097632 101473469 -568885 -568885 100904584 101102200 1708894 568885 2277779 98824421 415331 415331 99239752 PART III, LINE 4: HISTORICAL LANDMARKS AND COLLECTIONS DONATED TO PROJECT HOPE INCLUDING THE CARTER HALL ESTATE AND MULTIPLE HISTORICAL BUILDINGS IN MILLWOOD, VIRGINIA. THE BUILDINGS ARE LOCATED ON A LARGE PIECE OF LAND AND THE FOUNDATION HAS ITS HEADQUARTERS LOCATED ON THIS LAND. PROJECT HOPE ALSO USES THE PROPERTY TO PROVIDE A CONFERENCE CENTER. PART V, LINE 4: PROJECT HOPE HAS FOUR ENDOWMENTS THAT WERE SET UP TO PROVIDE INCOME FOR PROGRAMMATIC EXPENSES. THERE IS ALSO AN ENDOWMENT THAT HAS NOT RESTRICTIONS ON THE INCOME. THE INCOME FROM THIS ENDOWMENT IS USED FOR GENERAL SUPPORT OF THE ORGANIZATION. PART X, LINE 2: THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE, EXCEPT ON ACTIVITIES UNRELATED TO ITS EXEMPT PURPOSE. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION FOLLOWS THE ACCOUNTING STANDARD ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES, WHICH ADDRESSES THE DETERMINATION OF WHETHER TAX BENEFITS CLAIMED OR EXPECTED TO BE CLAIMED ON A TAX RETURN SHOULD BE RECORDED IN THE FINANCIAL STATEMENTS. UNDER THIS GUIDANCE, THE FOUNDATION MAY RECOGNIZE THE TAX BENEFIT FROM AN UNCERTAIN TAX POSITION ONLY IF IT IS MORE LIKELY THAN NOT THAT THE TAX BENEFITS RECOGNIZED IN THE FINANCIAL STATEMENTS FROM SUCH A POSITION ARE MEASURED BASED ON THE LARGEST BENEFIT THAT HAS A GREATER THAN 50% LIKELIHOOD OF BEING REALIZED UPON ULTIMATE SETTLEMENT. THE GUIDANCE ON ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES ALSO ADDRESSES DERECOGNITION, CLASSIFICATION, INTEREST AND PENALTIES ON INCOME TAXES AND ACCOUNTING IN INTERIM PERIODS. MANAGEMENT EVALUATED THE FOUNDATION'S TAX POSITIONS AND CONCLUDED THAT THE FOUNDATION HAD TAKEN NO UNCERTAIN TAX POSITIONS THAT REQUIRE ADJUSTMENT TO THE FINANCIAL STATEMENTS TO COMPLY WITH THE PROVISIONS OF THIS GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2014. PART XI, LINE 2D - OTHER ADJUSTMENTS: PENSION EXPENSE RECLASSED TO STMT OF FUNCTIONAL EXPENSE -415,331. PENSION RELATED CHANGES TO FAS 158 383,602. PART XI, LINE 4B - OTHER ADJUSTMENTS: CONFERENCE EXPENSE REPORTED ON PART VIII, LINE 6B -279,034. GALA EXPENSES REPORTED ON PART VIII, LINE 8B -289,851. PART XII, LINE 2D - OTHER ADJUSTMENTS: CONFERENCE EXPENSE REPORTED ON PART VIII, LINE 6B 279,034. GALA EXPENSES REPORTED ON PART VIII, LINE 8B 289,851. PART XII, LINE 4B - OTHER ADJUSTMENTS: PENSION EXPENSE RECLASSED TO STMT OF FUNCTIONAL EXPENSE 415,331. 1 CENTRAL AMERICA AND THE CARIBBEAN 2 8 PROGRAM SERVICES HEALTH OF WOMEN & CHILDREN 9379044 EAST ASIA AND THE PACIFIC 5 28 PROGRAM SERVICES CHRONIC DISEASE, HEALTH OF WOMEN & CHILDREN 3790638 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 115371 EUROPE (INCLUDING ICELAND & GREENLAND) 2 5 PROGRAM SERVICES HEALTH OF WOMEN & CHILDREN 4419519 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 2032 MIDDLE EAST AND NORTH AFRICA 1 2 PROGRAM SERVICES CHRONIC DISEASE, HUMANITARIAN ASSISTANCE 27588626 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 2454 NORTH AMERICA 0 1 PROGRAM SERVICES CHRONIC DISEASE RUSSIA AND NEIGHBORING STATES 6 152 PROGRAM SERVICES HEALTH SYSTEMS STRENGTHENING 6546582 RUSSIA AND NEIGHBORING STATES 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 1388178 SOUTH ASIA 2 11 PROGRAM SERVICES CHRONIC DISEASE, HEALTH SYSTEMS STRENGTHENING 87494 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 199257 SUB-SAHARAN AFRICA 12 563 PROGRAM SERVICES CHRONIC DISEASE, HEALTH OF WOMEN & CHILDREN 7867689 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 2105748 10 44 20 726 30 770 45297684 18194948 63492632 SUB-SAHARAN AFRICA SUPPORT FOR COMMUNITY ORGANIZATIONS IN ADHERENCE AND RETENTION OF PATIENTS 424666 WIRE OR CHECK SUB-SAHARAN AFRICA SUPPORT FOR COMMUNITY ORGANIZATIONS IN ADHERENCE AND RETENTION OF PATIENTS 163454 WIRE OR CHECK SUB-SAHARAN AFRICA SUPPORT FOR COMMUNITY ORGANIZATIONS IN ADHERENCE AND RETENTION OF PATIENTS 130651 WIRE OR CHECK SUB-SAHARAN AFRICA SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 137609 WIRE OR CHECK SUB-SAHARAN AFRICA SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 304156 WIRE OR CHECK MIDDLE EAST AND NORTH AFRICA STRENGTHEN COMMUNITY SERVICES FOR PEOPLE LIVING WITH HIV/AIDS 29421 WIRE OR CHECK MIDDLE EAST AND NORTH AFRICA STRENGTHEN COMMUNITY SERVICES FOR PEOPLE LIVING WITH HIV/AIDS 19777 WIRE OR CHECK EAST ASIA AND THE PACIFIC TRAINING TO IMPROVE POSTPARTUM MATERNAL AND CHILD HEALTH 48355 WIRE OR CHECK SOUTH ASIA COMMUNITY HEALTH POLICY DEVELOPMENT ASSESSMENT 78102 WIRE OR CHECK SOUTH ASIA COMMUNITY HEALTH POLICY DEVELOPMENT ASSESSMENT 121155 WIRE OR CHECK EAST ASIA AND THE PACIFIC CHRONIC RESPIRATORY DISEASE PREVENTION AND TREATMENT 58772 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 59597 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 86988 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 63591 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 143800 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 80936 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 34715 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 87996 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 167761 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 106620 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 442803 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 18657 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 25993 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 36359 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 21816 WIRE OR CHECK RUSSIA AND NEIGHBORING STATES SUPPORT OF NATIONAL PROGRAM TO FIGHT THE SPREAD OF TUBERCULOSIS 10499 WIRE OR CHECK 1 25 0 0 0 0 0 1 PART I, LINE 2: PROJECT HOPE MAINTAINS VARIOUS POLICIES TO ENSURE FINANCIAL ACCOUNTABILITY IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING STANDARDS FOR THE NOT-FOR-PROFIT ORGANIZATIONS, DONORS RULES AND REGULATION AND HOST COUNTRY LAWS. THESE POLICIES ARE DESIGNED AS AN OVERALL SET OF GUIDELINES FOR ACCOUNTING PROCEDURES. IT IS ALSO USED AS A TOOL FOR INTERNAL CONTROL AND AUDIT PURPOSES. THE OVERALL FINANCIAL CONTROL GOAL IS TO ENSURE THAT ADEQUATE STANDARDS OF INTEGRITY, ACCOUNTABILITY, AND TRANSPARENCY ARE BEING PRACTICED. PROJECT HOPE ESTABLISHES BUDGETS FOR FIELD ACTIVITIES BASED ON PROGRAM DESIGNS, WORK PLANS AND AGREEMENTS WITH PROGRAM SPONSORS. FUNDS ARE TRANSFERRED FROM PROJECT HOPE HEADQUARTERS TO FIELD OFFICES IN ORDER TO FUND FIELD ACTIVITIES BASED ON THE APPROVED BUDGETS. EXPENDITURES AND PROGRAM ACTIVITIES ARE MONITORED AND EVALUATED AGAINST BUDGETS. APPROPRIATE AND TIMELY ADJUSTMENTS ARE MADE TO BRING ACTUAL ACTIVITIES AND EXPENDITURES IN LINE WITH BUDGETS. PROJECT HOPE, IS SUBJECTED TO THE UNIFORM GUIDANCE SUBPART F AUDIT WHICH IS A WAY TO DETERMINE THAT PROJECT HOPE HAS MET THE AUDIT REQUIREMENTS AND IS IN COMPLIANCE WITH FEDERAL LAWS AND REGULATIONS. NON-US ORGANIZATIONS RECEIVING FUNDING FROM FEDERAL AWARDS ARE SUBJECT TO UNIFORM GUIDANCE SUBPART F AUDIT. FOR NON-USG SUB AWARDS, AUDIT REQUIREMENTS ARE DETERMINED BASED ON DONOR REQUIREMENTS. PROJECT HOPE'S REQUIRES EACH ORGANIZATION AN AUDIT CERTIFICATION AND FINANCIAL STATUS QUESTIONNAIRE TO COMPLY WITH AUDIT REQUIREMENT. NON-US AWARD RECIPIENT ORGANIZATIONS ARE ALSO REQUIRED TO PROVIDE PROJECT HOPE WITH A DATA UNIVERSAL NUMBERING SYSTEM NUMBER (DUNS). X X X X X X X 1 TRUESENSE MARKETING PO BOX 64114 PITTSBURG PA 152641114 CONSULTANTS FOR DIRECT MARKETING 0 2943483 298799 2644684 ONE AND ALL INC 2 N LAKE AVENUE SUITE 600 PASADENA CA 911011868 CONSULTANTS FOR DIRECT MARKETING 0 1564242 436653 1127589 THE HERITAGE COMPANY INC PO BOX 16325 LITTLE ROCK AR 722316325 TELEMARKETING 0 440003 275504 164499 4947728 1010956 3936772 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY 2017 ANNUAL GALA 1321345 1213987 107358 112960 63712 113179 1321345 1213987 107358 112960 63712 113179 289851 -182493 1 HONORARIUM - AGING AND HEALTH SERIESM, ADVISOR 1 3750 HONORARIUM - END OF LIFE CARE THESE ISSUE, ADVISOR 1 6500 HONORARIUM - PRACTICE OF MEDICINE PROJECT, ADVISOR 2 2500 HONORARIUM - HEALTH EQUITY THEME ISSUE, ADVISOR 2 7000 HONORARIUM - DELIVERY SYSTEM INNOVATION THEME ISSUE, ADVISOR 4 6500 HONORARIUM - DIFFUSION OF INNOVATION THESE ISSUE, ADVISOR 3 6500 HONORARIUM - RX EXPLAINERS PROJECT, ADVISOR 1 4000 HONORARIUM - CULTURE OF HEALTH THEME ISSUE, ADVISOR 1 6000 PART I, LINE 2: PROJECT HOPE ESTABLISHES BUDGETS TO COMPLETE THE MAGAZINE ARTICLES AND TOPICS COVERD BY HEALTH AFFAIRS JOURNAL AND THE CONFERENCES RELATED TO THE ARTICLES. X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 THOMAS KENYON MD MPH CHIEF EXECUTIVE OFFICER 417046 0 0 0 18000 0 9862 0 13070 0 457978 0 0 0 ALAN WEIL VP, HEALTH POLICY & EDITOR IN CHIEV 376240 0 0 0 15370 0 7270 0 0 0 398880 0 0 0 RABIH TORBAY PRESIDENT 319520 0 0 0 0 0 4350 0 9090 0 332960 0 0 0 CHRIS SKOPEC EXECUTIVE VICE PRESIDENT 245341 0 0 0 0 0 5200 0 8866 0 259407 0 0 0 MALALEY M WARDAK VP MANAGEMENT & OPERATIONS CAO 254024 0 0 0 0 0 9691 0 2884 0 266599 0 0 0 FRANKLIN GUERRERO CHIEF DEVELOPMENT & COMM. OFFICER 190726 0 0 0 2000 0 6236 0 20920 0 219882 0 0 0 JULIA SOYARS VP, LEGAL AND COMPLIANCE 197939 0 0 0 0 0 9333 0 9127 0 216399 0 0 0 KATHLEEN GLOVER ASSOCIATE VP, ACCOUNTING & FINANCE 169654 0 0 0 0 0 8001 0 7999 0 185654 0 0 0 JANE HIEBERT-WHITE EXECUTIVE PUBLISHER 204965 0 0 0 0 0 5333 0 20234 0 230532 0 0 0 DONALD E METZ EXECUTIVE EDITOR 210798 0 0 0 0 0 6416 0 8441 0 225655 0 0 0 MARGARET SANDERS SR. EDITOR & SPECIAL ADVISOR GLOBAL 186537 0 0 0 0 0 7126 0 20217 0 213880 0 0 0 ANN MARIE LINK SENIOR DEPUTY PUBLISHER 175383 0 0 0 0 0 6800 0 1964 0 184147 0 0 0 SARAH DINE SENIOR DEPUTY EDITOR 167853 0 0 0 0 0 6673 0 2700 0 177226 0 0 0 SCHEDULE J, PART I, LINE 1A ONE EXECUTIVE OFFICER AT PROJECT HOPE RECEIVED A MONTHLY AUTO ALLOWANCE. THE INCOME IS TREATED AS TAXABLE INCOME AND IS INCLUDED IN TOTAL COMPENSATION. THE ALLOWANCE IS PROVIDED IN LIEU OF EXPENSE REIMBURSEMENT FOR ANY TRAVEL IN DC METRO, OR PARKING IN THE DC METRO AREA. X 27 122072 FAIR MARKET VALUE X 18 45057659 AVG WHOLESALE 0 1 0 FORM 990, PART V, LINE 3B THE 990-T WILL BE FILED AFTER THE 990 BUT BEFORE THE DEADLINE. FORM 990, PART VI, SECTION A, LINE 4 CHANGES TO BYLAWS: ARTICLE III. MEMBERS PROPOSED CHANGES TO CLARIFY WE ARE NOT A MEMBERSHIP ORGANIZATION. ARTICLE IV. BOARD OF DIRECTORS SECTION 1. NUMBER, ELECTION, AND TERM OF OFFICE. DELETED REFERENCE TO AGE LIMITS OTHER BOARDS BECAUSE WE DO NOT HAVE CONTROL OVER OTHER BOARDS. SECTION 4. REMOVAL. DELETED REQUIREMENT TO RESIGN IF A DIRECTOR CHANGES EMPLOYMENT AND REQUIRE A REVISED CONFLICT OF INTEREST FORM. SECTION 5. POWERS AND DUTIES. PROPOSED SMALL LANGUAGE CHANGES FOR ADDITIONAL CLARITY. SECTION 8. REGULAR MEETINGS, NOTICE. INCREASE THE NUMBER OF REQUIRED MEETINGS TO THREE IN KEEPING WITH BEST PRACTICES AND ALLOW DUTIES TO BE PERFORMED BY THE ASSISTANT CORPORATE SECRETARY SECTION 9. SPECIAL MEETINGS, NOTICE. NOTICE REQUIREMENT FOR A SPECIAL MEETING DECREASED FROM SEVEN TO THREE DAYS. SECTION 10. QUORUM, ADJOURNMENT OF MEETINGS. LANGUAGE WAS MODIFIED TO CLARIFY HOW A QUORUM IS DETERMINED. ARTICLE V. COMMITTEES SECTION 1 (E). EXECUTIVE COMMITTEE. MODIFIED TO SPECIFICALLY EXCLUDE THE ACTIVITIES THAT CANNOT BE DELEGATED TO COMMITTEES UNDER THE DC CODE. ARTICLE VII. OFFICERS SECTION 1. NUMBER AND QUALIFICATIONS. REVISED TO SPECIFY PRESIDENT AND VICE PRESIDENTS ARE OFFICERS AND REMOVED LANGUAGE THAT CEO MUST BE CHOSEN FROM AMONG MEMBERS OF THE BOARD OF DIRECTORS. SECTION 6. CHIEF EXECUTIVE OFFICER: POWER AND DUTIES. REVISED TO STATE CEO AN EX OFFICIO DIRECTOR. SECTION 8. ASSISTANT SECRETARY. AMENDED TO INCLUDE AN ASSISTANT SECRETARY OFFICER ROLE. SECTION 10. ASSISTANT TREASURER. MODIFIED TO INCLUDE ASSISTANT TREASURER OFFICER ROLE. ARTICLE VIII. CONTRACTS, CHECKS, BANK ACCOUNTS INVESTMENTS, ETC. SECTION 1. CHECKS, NOTES, CONTRACT ETC. PROPOSED MODEST LANGUAGE CHANGES TO CLARIFY INTENT. SECTION 2. INVESTMENTS. THE EXECUTIVE COMMITTEE IS NOT CURRENTLY CONTROLLING INVESTMENTS. ARTICLE XI. FISCAL YEAR CHANGED TO REFLECT PROJECT HOPE'S CURRENT FISCAL YEAR. ARTICLE XIV. LIQUIDATION, DISSOLUTION OR WINDING UP DELETED PROVISION AS DISSOLUTION IS SUFFICIENTLY COVERED IN OUR ARTICLES OF INCORPORATION AND THIS PROVISION SHOULD BE DELETED IN THE BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF PROJECT HOPE'S FINAL FORM 990 (INCLUDING REQUIRED SCHEDULES), TO BE FILED WITH THE IRS, WAS PROVIDED TO THE BOARD OF DIRECTOR'S CHAIR OF THE AUDIT COMMITTEE. BEFORE THIS REVIEW THE 990 WAS ALSO REVIEWED BY ALL OF PROJECT HOPE'S EXECUTIVE OFFICERS. THE 990 WAS PREPARED BY STAFF AND REVIEWED BY THE ORGANIZATION'S TAX ACCOUNTANT. EACH MEMBER OF THE BOARD OF DIRECTORS RECEIVES A COPY OF THE 990 BEFORE THE FORM IS SUBMITTED TO THE IRS. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE, ALL STAFF IS NOTIFIED OF PROJECT HOPE'S CONFLICT OF INTEREST POLICY AND HAVE THE OBLIGATION TO DISCLOSE ANY PERCEIVED OR REAL AREA OF POTENTIAL OR ACTUAL CONFLICT OF INTEREST. AT LEAST ANNUALLY, ALL STAFF MUST ACKNOWLEDGE A RE-STATEMENT OF COMPLIANCE. SUBSEQUENT TO HIRE, AND FOR THE DURATION OF THEIR EMPLOYMENT WITH PROJECT HOPE, ALL EMPLOYEES ARE OBLIGATED TO DISCLOSE ANY AREA OF POTENTIAL OR ACTUAL CONFLICT OF INTEREST. THE MEMBERS OF THE BOARD OF DIRECTORS ARE ALSO REQUIRED TO SUBMIT A SIGNED CONFLICT OF INTEREST QUESTIONNAIRE ANNUALLY. FORM 990, PART VI, SECTION B, LINE 15 PROJECT HOPE'S MANAGEMENT DEVELOPMENT AND COMPENSATION COMMITTEE OF THE BOARD ESTABLISHES THE OVERALL COMPENSATION PHILOSOPHY FOR THE ORGANIZATION INCLUDING THE RELATION OF BASE SALARIES AND TOTAL COMPENSATION TO MARKET AND THE COMPONENTS OF TOTAL COMPENSATION. ADDITIONALLY, IT ESTABLISHES THE ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE GOALS FOR THE CHIEF EXECUTIVE OFFICER. ANNUALLY, THE SAID COMMITTEE REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND RECOMMENDS ANY COMPENSATION CHANGES. AT THE SAME FREQUENCY, THE MANAGEMENT DEVELOPMENT AND COMPENSATION COMMITTEE OVERSEES ALL ASPECTS OF COMPENSATION PROVIDED TO OTHER EXECUTIVES TO ENSURE COMPLIANCE WITH THE INTERMEDIATE SANCTIONS PROVISIONS OF THE INTERNAL REVENUE CODE. THE COMMITTEE FURTHER PREPARES REGULAR REPORTS DISCLOSING COMMITTEE ACTIONS AND RECOMMENDATIONS TO THE FULL BOARD OF DIRECTORS IN PERFORMING THEIR DUTIES RELATED TO THE DETERMINATION OF OFFICER COMPENSATION, THE MANAGEMENT DEVELOPMENT AND COMPENSATION COMMITTEE RELIES ON SUPPORT FROM AN INDEPENDENT EXTERNAL COMPENSATION CONSULTANT WHO HAS BEEN ENGAGED BY THE COMMITTEE. OVERALL, THE COMMITTEE FOLLOWS STANDARD PROTOCOLS AND INTERMEDIATE SANCTIONS GUIDELINES, WHICH INCLUDE THE THREE PROCEDURAL REQUIREMENTS FOR EARNING THE PRESUMPTION OF REASONABLENESS: 1. COMPENSATION ACTIONS ARE APPROVED IN ADVANCE BY THE MANAGEMENT DEVELOPMENT AND COMPENSATION COMMITTEE MEMBERS, NONE OF WHOM HAVE A CONFLICT OF INTEREST WITH RESPECT TO THE PROPOSED ACTIONS. 2. THE BOARD OR COMMITTEE OBTAINS OR RELIES UPON APPROPRIATE DATA AS THE COMPARABILITY OF THE COMPENSATION OR FAIR MARKET VALUE OF THE CONSIDERATION, AND 3. THE COMMITTEE DOCUMENTS THE BASIS FOR ITS DETERMINATION ADEQUATELY AND CONTEMPORANEOUSLY. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST 383,602. ROUNDING VARIANCE -3. CHARITABLE REMAINDER TRUSTS (154) PROJECT HOPE 255 CARTER HALL LANE MILLWOOD VA 22646 INVESTMENT VA T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0