2018-06-04T14:46:56-05:00 2017-09-30 113518842 MARKS PANETH LLP 685 THIRD AVENUE NEW YORK NY 10017 990 2016-10-01 135602319 CATHOLIC MEDICAL MISSION BOARD INC CATH 2122427757 100 WALL STREET NO 9TH NEW YORK NY 10005 BRUCE WILKINSON PRESIDENT & CEO 2122427757 2018-06-04 1 ROBERT LYONS P00227472 2125038800 2016 2022-09-23 18:48:47Z BRUCE WILKINSON 100 WALL STREET NO 9TH NEW YORK NY 10005 602861106 0 0928 X WWW.CMMB.ORG X 1928 NY TO PROVIDE QUALITY HEALTH CARE PROGRAMS AND SERVICES, WITHOUT DISCRIMINATION, TO PEOPLE IN NEED AROUND THE WORLD. 18 17 488 841 0 0 368166778 598554139 0 0 91163 531918 0 0 368257941 599086057 359990620 556063873 0 0 10171782 11566041 288456 318061 5144186 12097195 13733309 382548053 581681284 -14290112 17404773 93106188 112438049 5341629 5277781 87764559 107160268 X CATHOLIC MEDICAL MISSION BOARD WORKS COLLABORATIVELY TO PROVIDE QUALITY HEALTH CARE PROGRAMS AND SERVICES, WITHOUT DISCRIMINATION, TO PEOPLE IN NEED AROUND THE WORLD. 0 0 553511381 552035778 HEALING IS THE NAME OF CMMB'S PROGRAM OF DONATED MEDICINES AND MEDICAL SUPPLIES. IN FISCAL 2017, SHIPMENTS VALUED AT $552,035,778 WERE DELIVERED TO 88 CONSIGNEES IN 31 COUNTRIES. HEALING HELP HAS, AS ONE ITS PRIORITIES, THE PROVISION OF DONATIONS IN SUPPORT OF CMMB'S DISEASE-SPECIFIC PROGRAMS. THOSE GIFTS OF MEDICINES AND MEDICAL SUPPLIES HELP INCREASE THE CAPACITY OF HEALTHCARE SERVICE PROVIDERS AND MAKE THEM MORE SUSTAINABLE OVER TIME. IN ADDITION, HEALING HELP PROGRAM IS GEARED TO QUICKLY AND EFFECTIVELY PROVIDE MEDICINES AND MEDICAL SUPPLIES WHEN EMERGENCY RELIEF IS REQUIRED. 458789 CMMB'S VOLUNTEER PROGRAM (MVP) PLACES LICENSED HEALTHCARE AND OTHER INTERNATIONAL DEVELOPMENT PROFESSIONALS AT FAITH-BASED HEALTHCARE FACILITIES IN RESOURCE-POOR COUNTRIES. DOCTORS, NURSES, THERAPISTS AND OTHER HEALTHCARE PROFESSIONALS DEVOTE THEMSELVES TO HELPING THOSE IN NEED FOR PERIODS RANGING FROM A FEW WEEKS TO A FEW YEARS, IN DIRECT HEALTHCARE, PROGRAM DEVELOPMENT AND CAPACITY BUILDING ROLES. IN 2017, CMMB PLACED 841 MEDICAL VOLUNTEERS AT LOCATIONS IN 14 COUNTRIES IN AFRICA, ASIA, LATIN AMERICA AND THE CARIBBEAN. 17785150 4028095 CMMB PROVIDED SERVICES TO 225,899 MEN, 317,246 WOMEN AND 234,249 CHILDREN IN 2017. THESE SERVICES INCLUDED HIV TESTING; COUNSELING AND LINKAGES TO CARE; SAFE SPACES FOR ORPHANED AND VULNERABLE CHILDREN MOSTLY WITH DISABILITIES; TRAINING FOR COMMUNITY HEALTH WORKERS AND FACILITY BASED HEALTH PROVIDERS; RENOVATED LOCAL HEALTH FACILITIES AND CREATED DEMAND FOR SERVICES BY IMPLEMENTING COMMUNITY BASED OUTREACHES INCLUDED BUT NOT LIMITED TO (RALLY POSTS, HOME VISITS, HEALTH FAIRS, COMMUNITY AWARENESS MEETING); PROVIDED COMMODITIES TO THOSE IN NEED (SANITARY ITEMS, WATER PURIFICATION PRODUCTS, FOOD). CMMB ALSO CONDUCTED REPEAT HOME VISITS TO 68,447 PREGNANT WOMEN AS WELL AS 147,041 CHILDREN UNDER 5 YEARS OF AGE FOR WELLNESS CHECKS-UPS AND HEALTH EDUCATION. CMMB CONTINUES TO SUPPORT IT'S ECONOMIC EMPOWERMENT ACTIVITIES VIA GARDENS, LIVESTOCK AND OTHER INVESTMENT OPPORTUNITIES. 571755320 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 0 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 X 42 0 57 1 0 1 KE HA ZA PE OD 0 0 0 0 0 0 0 0 X 18 17 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AZ AR CO FL GA IL KS LA MD MA ND OK NY X X MICHAEL O'HARA 2126123483 100 WALL STREET9TH FLOOR NEW YORK NY 10005 BRUCE WILKINSON PRESIDENT AND CEO 40.00 X X 409710 0 61346 JEANMARIE C GRISI TREASURER 3.00 X X 0 0 0 CHRIS ALLEN FACHE BOARD MEMBER 3.00 X 0 0 0 F WILLIAM SMULLEN III BOARD MEMBER (FORMER) 3.00 X 0 0 0 MARY COLLEEN SCANLON RN JD BOARD MEMBER (FORMER) 3.00 X 0 0 0 JOHN E CELENTANO CHAIR 3.00 X X 0 0 0 NICHOLAS D'AGOSTINO III BOARD MEMBER 3.00 X 0 0 0 ED GINIAT BOARD MEMBER 3.00 X 0 0 0 ROBERT LYNCH BOARD MEMBER (FORMER) 3.00 X 0 0 0 MARIA ROSA ROBINSON MD MBA SECRETARY 3.00 X X 0 0 0 ROBERT E ROBOTTI BOARD MEMBER 3.00 X 0 0 0 PATRICK W KELLEY MD DRPH BOARD MEMBER 3.00 X 0 0 0 SISTER ROSEMARY MOYNIHAN SC BOARD MEMBER 3.00 X 0 0 0 DESMOND G FITZGERALD BOARD MEMBER 3.00 X 0 0 0 N REGINA RABINOVICH MD MPH BOARD MEMBER 3.00 X 0 0 0 FATHER MICHAEL HILBERT BOARD MEMBER 3.00 X 0 0 0 SISTER CAROL ZINN BOARD MEMBER 3.00 X 0 0 0 CONRAD PERSON BOARD MEMBER 3.00 X 0 0 0 KATHERINE TAYLOR BOARD MEMBER 3.00 X 0 0 0 FATHER MATT MALONE BOARD MEMBER 3.00 X 0 0 0 RICH STATUTO BOARD MEMBER 3.00 X 0 0 0 MICHAEL O'HARA CFO & ASSISTANT TREASURER 40.00 X 237907 0 31882 ADRIAN KERRIGAN SVP, PARTNERSHIPS & MAJOR 40.00 X 300775 0 61038 ALICIA DEFREITAS DIR. FINANCE & ACCOUNTING 40.00 X 137372 0 32109 PAUL MIKOV VP, INSTITUTINAL PARTNERSHIP 40.00 X 160361 0 46134 GAIL COHEN SVP, HUMAN RESOURCES 40.00 X 219422 0 25109 LARA VILLAR SVP, STRATEGY 40.00 X 220346 0 54891 DARNELLE BERNIER DIRECTOR OF BUSINESS DEVEL 40.00 X 135155 0 14681 1821048 0 327190 12 0 1 0 BLACKBAUD INC 2000 DANIEL ISLAND DRIVE CHARLESTON SC 29492 CONSULTING 214795 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 PROF. FUNDRAISER 178800 SYNOPTEK 7604 TECHNOLOGY WAY SUITE 300 DENVER CO 80237 IT SUPPORT 149493 MDS COMMUNICATIONS 545 W JUANITA AVE MESA AZ 85210 PROF. FUNDRAISER 139261 MARKS PANETH LLP 685 THIRD AVE NEW YORK NY 10017 CONSULTING 111634 6 10143736 588410403 568943681 598554139 98609 98609 4208358 3775049 433309 433309 433309 599086057 0 0 531918 1201823 1201823 554862050 554862050 1102659 36181 769791 296687 8000583 5687073 1514176 799334 256082 226903 15961 13218 1750373 1192729 375428 182216 456344 301115 103383 51846 318061 318061 343315 63446 203663 76206 2650171 702714 514914 1432543 254017 6811 231051 16155 992267 711469 187984 92814 878471 736833 104590 37048 1573391 1479265 66158 27968 64245 20199 38892 5154 223175 102949 83078 37148 SUPPLIES 2669149 2549777 110890 8482 POSTAGE AND MAILING 997089 5588 5541 985960 PRINTING 766826 37459 40189 689178 SERVICE CONTRACTS 512299 187194 277214 47891 1808894 1643742 138875 26277 581681284 571755320 4781778 5144186 6001821 6258884 27553 20911 641198 153895 308087 1377881 58499921 75087449 142654 166173 1314433 942881 332709 371552 22599491 24537615 4552754 4463689 93106188 112438049 2047046 2244381 580267 588716 2714316 2444684 5341629 5277781 X 82964957 102194433 4799602 4965835 87764559 107160268 93106188 112438049 X 17404773 1742880 248056 X X 0 1 X 1 1 1 X 526613607 381573812 285006944 368166778 598554139 2159915280 526613607 381573812 285006944 368166778 598554139 2159915280 1499711331 660203949 131812 131546 119960 93833 98609 575760 2160491040 0.30560 0.32870 X FORM 990, SCHEDULE A PART II, SECTION C, LINE 17A: 1. CMMB MAINTAINS A CONTINUOUS AND BONA FIDE PROGRAM FOR THE SOLICITATION OF FUNDS FROM THE PUBLIC THROUGH ITS DIRECT RESPONSE PROGRAM WHICH CONSISTS OF MAILING, TELEMARKETING, SOCIAL MEDIA AND WEB SITE SOLICITATION ACTIVITIES TO THE GENERAL PUBLIC. CMMB ENGAGES THE SERVICES OF EXTERNAL VENDORS TO: PROVIDE FUNDRAISING COUNSEL; ASSIST IN DEVELOPMENT, PRINTING AND MAILING ACTIVITIES; PURCHASE DONOR LISTS; AND ENGAGE IN TELEMARKETING ACTIVITIES. 2. DURING FY 2017 CMMB RECEIVED OVER 100,000 GIFTS FROM INDIVIDUALS, CORPORATIONS, FOUNDATION AND OTHER ORGANIZATIONS. 3. CMMB IS GOVERNED BY A BOARD OF DIRECTORS WHICH REPRESENTS THE BROAD INTERESTS OF THE ORGANIZATION AND THE PUBLIC. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15535319 2000000 1870512 19405831 14485284 1050035 15535319 15000000 -514716 14485284 1.00000 0 0 39900 39900 346344 346344 0 855829 574088 281741 72360 22449 49911 371552 GIFT ANNUITY PAYABLE 1955716 CHARITABLE REMAINDER ANNUITY TRUST PAYABLE 155208 DEFERRED RENT 333760 2444684 X 606313720 1742880 5236727 248056 7227663 599086057 0 599086057 586918011 5236727 5236727 581681284 0 581681284 PART X, LINE 2: FIN 48 DISCLOSURE: THE ORGANIZATION HAS NO UNCERTAIN TAX POSITIONS AS OF SEPTEMBER 30, 2017 AND 2016 IN ACCORDANCE WITH ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. PART XI, LINE 2D - OTHER ADJUSTMENTS: CHANGE IN VALUATION OF GIFT ANNUITY PAYABLE 247,660. CHANGE IN VALUATION OF CHARITABLE REMAINDER ANNUITY TRUST PAYABLE 396. 0 SUB-SAHARAN AFRICA 3 322 PROGRAM SERVICES AND GRANT MAKING HIV AIDS, PMTCT, MTA, EMERGING DISEASES, AND HEALING HELP 15383202 CENTRAL AMERICA AND THE CARIBBEAN 1 78 PROGRAM SERVICES AND GRANT MAKING HIV AIDS, PMTCT, MTA, EMERGING DISEASES, AND HEALING HELP 488547770 EAST ASIA AND THE PACIFIC 0 0 PROGRAM SERVICES AND GRANT MAKINGPROGRAM SERVICES AND GRANT MAKING HIV AIDS, PMTCT, MTA, EMERGING DISEASES, AND HEALING HELP 1974122 RUSSIA AND NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES HEALING HELP 495158 SOUTH AMERICA 1 31 PROGRAM SERVICES HEALING HELP 17381707 EUROPE 0 0 PROGRAM SERVICES HEALING HELP 128485 MIDDLE EAST AND NORTH AFRICA 0 0 PROGRAM SERVICES HEALING HELP 30951606 5 431 0 0 5 431 554862050 0 554862050 CENTRAL AMERICA & CARIBBEAN MEDICAL ASSISTANCE 2570809 EFT 485976961 PHARMACEUTICAL DONATIONS N/A RUSSIA AND NEWLY INDEPENDENT STATES MEDICAL ASSISTANCE N/A 495158 PHARMACEUTICAL DONATIONS FMV SUB-SAHARAN AFRICA MEDICAL ASSISTANCE 172018 EFT 15211184 PHARMACEUTICAL DONATIONS N/A SOUTH AMERICA MEDICAL ASSISTANCE N/A 17381707 PHARMACEUTICAL DONATIONS FMV MIDDLE EAST AND NORTH AFRICA MEDICAL ASSISTANCE N/A 30951606 PHARMACEUTICAL DONATIONS FMV EAST ASIA AND PACIFIC MEDICAL ASSISTANCE N/A 1974122 PHARMACEUTICAL DONATIONS FMV EUROPE MEDICAL ASSISTANCE N/A 128485 PHARMACEUTICAL DONATIONS FMV 0 0 0 0 0 0 PART I, LINE 2: CATHOLIC MEDICAL MISSION BOARD MONITORS THE USE OF GRANT FUNDS BY PERFORMING INITIAL EVALUATIONS OF THE GRANTEES AND THEN DESIGNS A MONITORING PROGRAM BASED ON THEIR MEASURED CAPACITY. THE MONITORING PLAN INCLUDES SITE VISITS THROUGHOUT THE YEAR, INDEPENDENT EXTERNAL AUDITS, AND THOROUGH REVIEW OF TECHNICAL AND FINANCIAL STATUS REPORTS. X X 1 AMERGENT 9 CENTENNIAL DRIVE PEABODY MA 01960 PROFESSIONAL FUNDRAISING SERVICES 0 5221163 178800 5042363 MDS COMMUNICATIONS 545 W JUANITA AVE MESA AZ 85210 PROFESSIONAL FUNDRAISING SERVICES 0 388725 139261 249464 5609888 318061 5291827 AK AL AR AZ CA CT CO FL GA IL KS KY MA MD ME MI MN MO NC ND NH NJ NM NY OH OK PA RI SC TN LA VA WA WI WV HI DC MS OR SD UT VT WV DC 1 UNIVERSITY OF MARYLAND 220 ARCH STREET OFFICE LEVEL 2 BALTIMORE MD 21201 311678679 501(C)(3) 1201823 PROGRAM SERVICES - SUBGRANT WORK ON CDC ALESIDA GRANT IN HAITI PART I, LINE 2: CATHOLIC MEDICAL MISSION BOARD MONITORS THE USE OF GRANT FUNDS BY PERFORMING INITIAL EVALUATIONS OF THE GRANTEES AND THEN DESIGNS A MONITORING PROGRAM BASED ON THEIR MEASURED CAPACITY. THE MONITORING PLAN INCLUDES SITE VISITS THROUGHOUT THE YEAR, INDEPENDENT EXTERNAL AUDITS, AND THOROUGH REVIEW OF TECHNICAL AND FINANCIAL STATUS REPORTS. X X X X X X 0 0 0 0 0 0 0 0 0 BRUCE WILKINSON PRESIDENT AND CEO 409710 0 0 0 0 0 32201 0 29145 0 471056 0 0 0 MICHAEL O'HARA CFO & ASSISTANT TREASURER 237907 0 0 0 0 0 28271 0 3611 0 269789 0 0 0 ADRIAN KERRIGAN SVP, PARTNERSHIPS & MAJOR 300775 0 0 0 0 0 32201 0 28837 0 361813 0 0 0 ALICIA DEFREITAS DIR. FINANCE & ACCOUNTING 137372 0 0 0 0 0 14381 0 17728 0 169481 0 0 0 PAUL MIKOV VP, INSTITUTINAL PARTNERSHIP 160361 0 0 0 0 0 17297 0 28837 0 206495 0 0 0 GAIL COHEN SVP, HUMAN RESOURCES 219422 0 0 0 0 0 4434 0 20675 0 244531 0 0 0 LARA VILLAR SVP, STRATEGY 220346 0 0 0 0 0 25802 0 29089 0 275237 0 0 0 X 2395 568943681 FMV 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B FORM 990 IS POSTED ON THE BOARD INTRANET FOR THE FULL BOARD'S REVIEW AND COMMENT PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY IS INCLUDED IN THE EMPLOYEE HANDBOOK AND IS POSTED ON THE EMPLOYEE INTRANET. ALL STAFF SIGN WHEN THEY HAVE READ AND UNDERSTAND THE EMPLOYEE HANDBOOK. ALL CMMB EXECUTIVE STAFF AND BOARD MEMBERS ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM ON AN ANNUAL BASIS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION OF THE CEO BASED ON COMPARATIVE DATA IN A FORMAL, DELIBERATE, CONTEMPORANEOUS SUBSTANTIATED DECISION-MAKING PROCESS. THE CHAIRMAN OF THE BOARD REVIEWS THE CEO'S FISCAL YEAR PERFORMANCE RESULTS WITH THE CEO FOLLOWED BY THE CHAIRMAN'S PRESENTATION AND SHARING OF THE DATA WITH OTHER MEMBERS OF THE CMMB EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE REVIEWS THE FISCAL YEAR PERFORMANCE PLAN, SUCCESS MEASURES AND THE RESULTS, PLUS DETAILED, RELEVANT CEO SALARY SURVEY DATA TO SUPPORT THE DECISION-MAKING PROCESS. THE FINAL DECISION IS SUBSEQUENTLY RELAYED TO THE CEO. THE OFFICERS/EXECUTIVE TEAM MEMBERS HAVE INDIVIDUAL PERFORMANCE REVIEWS WITH THEIR SUPERVISOR, THE CEO. THE REVIEW ENTAILS MUTUAL ANALYSIS OF FISCAL YEAR PERFORMANCE PLANS, SUCCESS MEASURES AND ACTUAL RESULTS. THE CEO IS PROVIDED WITH DETAILED, RELEVANT SALARY SURVEY DATA AS ADDITIONAL MATERIAL FOR ANY PLANNED SALARY ACTIONS. THE APPROVED SALARY ADJUSTMENTS FOR THE KEY EMPLOYEES/EXECUTIVE TEAM MEMBERS ARE FORWARDED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS TO VERIFY COMPLIANCE WITH THE CMMB SALARY PROGRAM, TO CONFIRM THE CEO'S VERIFICATION OF THE INDIVIDUAL PERFORMANCE RESULTS AND TO CONFIRM ADHERENCE TO THE CURRENT CMMB BUDGET PLANS AND CONSTRAINTS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS OWN WEBSITE AND UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUATION OF GIFT ANNUITY PROGRAM PAYABLE 247,660. CHANGE IN VALUATION OF CHARITABLE REMAINDER ANNUITY TRUST OBLIGATION 396. FORM 990, PART XII, LINE 2C: THE PROCESS OF OVERSEEING THE AUDIT AND SELECTION OF INDEPENDENT ACCOUNTANT HAS NOT BEEN CHANGED FROM THE PRIOR YEAR.