ACCION INTERNATIONAL: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- ACCION INTERNATIONAL (EIN 13-2535763)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-11-08
- IRS object ID
- 201723129349300312
- Schema version
- 2016v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule I
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2017-11-08T07:36:02-06:00 | ReturnTs |
| Tax Period End | 2016-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BDO USA LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8401 GREENSBORO DRIVE 800 | AddressLine1Txt |
| City | MCLEAN | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22102 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2016-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132535763 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCION INTERNATIONAL | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % LIVINGSTON PARSONS III CFO | InCareOfNm |
| Business Name Control | ACCI | BusinessNameControlTxt |
| Phone | 6176257020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Fawcett Street Suite 204 | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIVINGSTON PARSONS III | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 6176257080 | PhoneNum |
| Signature | 2017-11-06 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Joyce Underwood | PreparerPersonNm |
| PTIN | P00022361 | PTIN |
| Phone | 7038930600 | PhoneNum |
| Preparation | 2017-11-06 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.249.80.3 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Federal Original Submission Id | 54621820173125000001 | FederalOriginalSubmissionId |
| Federal Original Submission Id | 2017-11-08 | FederalOriginalSubmissionIdDt |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | B65468E77E574022DFAFDDD85F96250DECB19090 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | B65468E77E574022DFAFDDD85F96250DECB19090 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MICHAEL SCHLEIN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 Fawcett Street Ste 204 | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $45,480,481 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | www.accion.org | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1965 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | ACCION COMBINES DECADES OF EXPERIENCE WITH INSIGHTS INTO EMERGING TECHNOLOGIES TO BUILD A FINANCIALLY INCLUSIVE WORLD AND PROMOTE ECONOMIC ACTIVITY FOR ALL. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 152 | TotalEmployeeCnt |
| Total Volunteers | 20 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $13,315,273 | PYContributionsGrantsAmt |
| CY Contributions Grants | $14,437,212 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $6,581,324 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $5,025,705 | CYProgramServiceRevenueAmt |
| PY Investment Income | $14,087,043 | PYInvestmentIncomeAmt |
| CY Investment Income | $21,418,359 | CYInvestmentIncomeAmt |
| PY Other Revenue | $4,596 | PYOtherRevenueAmt |
| CY Other Revenue | -$52,229 | CYOtherRevenueAmt |
| PY Total Revenue | $33,988,236 | PYTotalRevenueAmt |
| CY Total Revenue | $40,829,047 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $6,798,023 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $3,136,863 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $17,393,519 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $16,250,443 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $1,980,753 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $13,402,057 | PYOtherExpensesAmt |
| CY Other Expenses | $10,888,807 | CYOtherExpensesAmt |
| PY Total Expenses | $37,593,599 | PYTotalExpensesAmt |
| CY Total Expenses | $30,276,113 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$3,605,363 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $10,552,934 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $372,287,490 | TotalAssetsBOYAmt |
| Total Assets EOY | $362,537,518 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $10,304,040 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $6,172,273 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $361,983,450 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $356,365,245 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO GIVE PEOPLE THE FINANCIAL TOOLS THEY NEED TO IMPROVE THEIR LIVES. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $9,511,479 | ExpenseAmt |
| Grant | $3,025,553 | GrantAmt |
| Revenue | $1,538,194 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,151,930 | ExpenseAmt |
| Revenue | $2,870,497 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $6,008,800 | ExpenseAmt |
| Grant | $111,310 | GrantAmt |
| Revenue | $617,014 | RevenueAmt |
| Desc | SEE SCHEDULE O | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,483,226 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $23,155,435 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | Yes (true) | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (true) | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | Yes (true) | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (true) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (true) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (true) | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (true) | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | Yes (true) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (true) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (true) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 161 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 152 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (true) | ForeignFinancialAccountInd |
| Foreign Country | GH | ForeignCountryCd |
| Foreign Country | MP | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | PM | ForeignCountryCd |
| Foreign Country | IN | ForeignCountryCd |
| Foreign Country | CH | ForeignCountryCd |
| Foreign Country | SN | ForeignCountryCd |
| Foreign Country | PE | ForeignCountryCd |
| Foreign Country | CO | ForeignCountryCd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | Yes (true) | InvestmentInJointVentureInd |
| Written Policy Or Procedure | Yes (true) | WrittenPolicyOrProcedureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AZ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LIVINGSTON PARSONS III CFO | PersonNm |
| Phone | 6176257020 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10 FAWCETT ST 204 | AddressLine1Txt |
| City | Cambridge | CityNm |
| State Abbreviation | MA | StateAbbreviationCd |
| ZIP | 02138 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|---|
| DIANA TAYLOR | |||||||||
| CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HENRY MILLER | |||||||||
| CO-VICE CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TITUS BRENNINKMEIJER | |||||||||
| CO-VICE CHAIR | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| TARA KENNEY | |||||||||
| TREASURER | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| PAUL TREGIDGO | |||||||||
| SECRETARY | 6.0 | 0.0 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| THOMAS BARRY | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NANCY BIRDSALL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ROBERTO DANINO | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| JOSEPH HILL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RON HOGE | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| BARBARA LUCAS | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| ELIZABETH McCAUL | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL MIEBACH | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| RAZA DEAN | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| NICK TALWAR | |||||||||
| DIRECTOR | 1.0 | 0.0 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL SCHLEIN | |||||||||
| PRESIDENT & CEO, DIRECTOR | 50.0 | 0.0 | Yes (X) | $561,403 | $0 | $25,314 | |||
| ESTEBAN ALTSCHUL | |||||||||
| COO | 50.0 | 0.0 | Yes (X) | $487,090 | $0 | $47,716 | |||
| LIVINGSTON PARSONS III | |||||||||
| CFO | 50.0 | 0.0 | Yes (X) | $279,518 | $0 | $41,323 | |||
| KEVIN SAUNDERS | |||||||||
| ASSISTANT SECRETARY | 50.0 | 0.0 | Yes (X) | $155,517 | $0 | $43,072 | |||
| ELLEN BAUER | |||||||||
| ASSISTANT SECRETARY | 50.0 | 0.0 | Yes (X) | $66,491 | $0 | $25,060 | |||
| DONELLA RAPIER | |||||||||
| CDO-CAO | 50.0 | 0.0 | $171,448 | $0 | $11,572 | Yes (X) | |||
| JOHN FISCHER | |||||||||
| CIO | 50.0 | 0.0 | $346,001 | $0 | $40,885 | Yes (X) | |||
| ELIZABETH RHYNE | |||||||||
| CFI SENIOR VP. | 50.0 | 0.0 | $280,385 | $0 | $19,209 | Yes (X) | |||
| MARY CHAFFIN | |||||||||
| GENERAL COUNSEL | 50.0 | 0.0 | $218,789 | $0 | $30,233 | Yes (X) | |||
| BRIAN KUWIK | |||||||||
| REGIONAL HEAD, AFRICA | 50.0 | 0.0 | $299,955 | $0 | $34,093 | Yes (X) | |||
| VICTORIA WHITE | |||||||||
| REGIONAL HEAD, ASIA | 50.0 | 0.0 | $258,255 | $0 | $44,135 | Yes (X) | |||
| JAMES ROSENBERG | |||||||||
| CCO | 50.0 | 0.0 | $214,825 | $0 | $32,546 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $3,339,677 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $395,158 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 37 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd |
|---|---|---|---|---|---|---|---|---|---|
| REED SMITH LLC | |||||||||
| 225 FIFTH AVE | PITTSBURGH | PA | 15222 | LEGAL SERVICES | $406,730 | ||||
| ENRIQUE FERRARO | |||||||||
| 4713 NORMAN TRAIL | AUSTIN | TX | 78749 | PROGRAM CONSULTING | $130,000 | ||||
| GRANT THORNTON LLP | |||||||||
| 33960 TREASURY CENTER | CHICAGO | IL | 606943900 | AUDIT FEES | $126,367 | ||||
| CIPRIANI | |||||||||
| 110 EAST 42ND STREET | NEW YORK | NY | 10017 | EVENT MGT & EXPENSES | $126,153 | ||||
| QUONA CAPITAL MANAGEMENT LTD | |||||||||
| INVEST PORTFOLIO MGT | $307,918 | PO BOX 1008 WILLOW HOUSE | GRAND CAYMAN | 0 | CJ | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
| Federated Campaigns | $8,413 | FederatedCampaignsAmt |
| Fundraising | $746,002 | FundraisingAmt |
| All Other Contributions | $13,682,797 | AllOtherContributionsAmt |
| Noncash Contributions | $80,747 | NoncashContributionsAmt |
| Total Contributions | $14,437,212 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DIVIDENDS FROM PROGRAM INVESTMENTS | 523920 | $1,979,292 | $1,979,292 |
| CONTRACT REVENUE | 541900 | $2,215,266 | $2,215,266 |
| CONFERENCE FEES REVENUE | 900099 | $409,763 | $409,763 |
| HONORARIUM,BOARD REPRESENTATION FEES | 900099 | $205,727 | $205,727 |
| MEMBERSHIP FEES | 541900 | $215,657 | $215,657 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $5,025,705 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,213,325 | TotalRevenueColumnAmt |
| Exclusion | $3,213,325 | ExclusionAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $71 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $71 | RelatedOrExemptFuncIncomeAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,199 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $8,199 | RealAmt |
| Personal | $0 | PersonalAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,199 | TotalRevenueColumnAmt |
| Exclusion | $8,199 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $22,547,970 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,342,935 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,205,035 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $18,205,034 | TotalRevenueColumnAmt |
| Exclusion | $18,205,034 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $248,000 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $746,002 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $308,499 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$60,499 | TotalRevenueColumnAmt |
| Exclusion | -$60,499 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gaming Gross Income | $0 | GamingGrossIncomeAmt |
| Gaming Direct Expenses | $0 | GamingDirectExpensesAmt |
Net Income From Gaming NetIncomeFromGamingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $0 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $0 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $0 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $40,829,047 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $5,025,776 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $21,366,059 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $250,000 | TotalAmt |
| Program Services | $250,000 | ProgramServicesAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,886,863 | TotalAmt |
| Program Services | $2,886,863 | ProgramServicesAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,755,849 | TotalAmt |
| Program Services | $2,508,222 | ProgramServicesAmt |
| Management And General | $1,070,906 | ManagementAndGeneralAmt |
| Fundraising | $176,721 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,809,670 | TotalAmt |
| Program Services | $7,737,965 | ProgramServicesAmt |
| Management And General | $1,173,309 | ManagementAndGeneralAmt |
| Fundraising | $898,396 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $466,389 | TotalAmt |
| Program Services | $280,433 | ProgramServicesAmt |
| Management And General | $120,138 | ManagementAndGeneralAmt |
| Fundraising | $65,818 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,400,010 | TotalAmt |
| Program Services | $839,725 | ProgramServicesAmt |
| Management And General | $355,564 | ManagementAndGeneralAmt |
| Fundraising | $204,721 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $818,525 | TotalAmt |
| Program Services | $527,383 | ProgramServicesAmt |
| Management And General | $198,411 | ManagementAndGeneralAmt |
| Fundraising | $92,731 | FundraisingAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $304,876 | TotalAmt |
| Program Services | $285,311 | ProgramServicesAmt |
| Management And General | $19,565 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $286,801 | TotalAmt |
| Program Services | $59,973 | ProgramServicesAmt |
| Management And General | $226,828 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Services Prof Fundraising FeesForServicesProfFundraising
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $786,845 | TotalAmt |
| Program Services | $421,770 | ProgramServicesAmt |
| Management And General | $327,559 | ManagementAndGeneralAmt |
| Fundraising | $37,516 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,667,123 | TotalAmt |
| Program Services | $2,154,794 | ProgramServicesAmt |
| Management And General | $445,807 | ManagementAndGeneralAmt |
| Fundraising | $66,522 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $138,006 | TotalAmt |
| Program Services | $98,296 | ProgramServicesAmt |
| Management And General | $7,860 | ManagementAndGeneralAmt |
| Fundraising | $31,850 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $630,742 | TotalAmt |
| Program Services | $366,404 | ProgramServicesAmt |
| Management And General | $191,388 | ManagementAndGeneralAmt |
| Fundraising | $72,950 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $399,862 | TotalAmt |
| Program Services | $236,660 | ProgramServicesAmt |
| Management And General | $98,351 | ManagementAndGeneralAmt |
| Fundraising | $64,851 | FundraisingAmt |
Royalties RoyaltiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,255,706 | TotalAmt |
| Program Services | $726,405 | ProgramServicesAmt |
| Management And General | $412,083 | ManagementAndGeneralAmt |
| Fundraising | $117,218 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,632,603 | TotalAmt |
| Program Services | $2,345,073 | ProgramServicesAmt |
| Management And General | $225,792 | ManagementAndGeneralAmt |
| Fundraising | $61,738 | FundraisingAmt |
Pymt Travel Entrtnmnt Pub Ofcl PymtTravelEntrtnmntPubOfclGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $985,588 | TotalAmt |
| Program Services | $945,172 | ProgramServicesAmt |
| Management And General | $29,757 | ManagementAndGeneralAmt |
| Fundraising | $10,659 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,808 | TotalAmt |
| Program Services | $62,808 | ProgramServicesAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $353,969 | TotalAmt |
| Program Services | $169,324 | ProgramServicesAmt |
| Management And General | $131,717 | ManagementAndGeneralAmt |
| Fundraising | $52,928 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $149,841 | TotalAmt |
| Program Services | $83,694 | ProgramServicesAmt |
| Management And General | $47,143 | ManagementAndGeneralAmt |
| Fundraising | $19,004 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ALL OTHER EXPENSES | Desc |
| Total | $234,037 | TotalAmt |
| Program Services | $169,160 | ProgramServicesAmt |
| Management And General | $57,747 | ManagementAndGeneralAmt |
| Fundraising | $7,130 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $30,276,113 | TotalAmt |
| Program Services | $23,155,435 | ProgramServicesAmt |
| Management And General | $5,139,925 | ManagementAndGeneralAmt |
| Fundraising | $1,980,753 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,031,441 | BOYAmt |
| EOY | $14,367,851 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $107,076,082 | BOYAmt |
| EOY | $99,631,547 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,369,274 | BOYAmt |
| EOY | $10,463,050 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,838,797 | BOYAmt |
| EOY | $1,821,175 | EOYAmt |
Receivables From Officers Etc ReceivablesFromOfficersEtcGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $992,243 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,010,594 | BOYAmt |
| EOY | $1,198,406 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,098,420 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,127,075 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,300,644 | BOYAmt |
| EOY | $1,971,345 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,771,867 | BOYAmt |
| EOY | $3,313,492 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Program Related InvestmentsProgramRelatedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $237,776,744 | BOYAmt |
| EOY | $229,306,494 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,119,804 | BOYAmt |
| EOY | $214,158 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,287,490 | BOYAmt |
| EOY | $362,537,518 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,428,966 | BOYAmt |
| EOY | $4,861,993 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $456,805 | BOYAmt |
| EOY | $1,060,280 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Escrow Account Liability EscrowAccountLiabilityGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Loans From Officers Directors LoansFromOfficersDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,418,269 | BOYAmt |
| EOY | $250,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,304,040 | BOYAmt |
| EOY | $6,172,273 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $351,668,335 | BOYAmt |
| EOY | $340,528,946 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,315,115 | BOYAmt |
| EOY | $15,836,299 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $361,983,450 | BOYAmt |
| EOY | $356,365,245 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $372,287,490 | BOYAmt |
| EOY | $362,537,518 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $10,552,934 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$28,356,823 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $12,185,684 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,081,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,098,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,890,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,315,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,437,212 | CurrentTaxYearAmt |
| Total | $61,823,273 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft170 TaxRevLeviedOrgnztnlBnft170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Govt Furn Srvc Fclts Vl170 GovtFurnSrvcFcltsVl170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $9,081,595 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,098,196 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,890,997 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,315,273 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $14,437,212 | CurrentTaxYearAmt |
| Total | $61,823,273 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $29,397,477 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,425,796 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,354,765 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,698,632 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,743,898 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,987,416 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,221,524 | CurrentTaxYearAmt |
| Total | $15,006,235 | TotalAmt |
Unrelated Business Net Incm170 UnrelatedBusinessNetIncm170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $76,829,508 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $31,823,246 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.42205 | PublicSupportCY170Pct |
| Public Support PY170 | 0.47461 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Art Public Exhibition Amounts | ArtPublicExhibitionAmountsGrp | |
| Held Works Art | HeldWorksArtGrp | |
| CY Minus3 Yr Endwmt Fund | CYMinus3YrEndwmtFundGrp | |
| CY Minus4 Yr Endwmt Fund | CYMinus4YrEndwmtFundGrp | |
| Land | LandGrp | |
| Buildings | BuildingsGrp |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,941,534 | OtherCostOrOtherBasisAmt |
| Depreciation | $510,260 | DepreciationAmt |
| Book Value | $1,431,274 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $247,909 | OtherCostOrOtherBasisAmt |
| Depreciation | $148,941 | DepreciationAmt |
| Book Value | $98,968 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $908,977 | OtherCostOrOtherBasisAmt |
| Depreciation | $467,874 | DepreciationAmt |
| Book Value | $441,103 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,971,345 | TotalBookValueLandBuildingsAmt |
Invst Program Related Org InvstProgramRelatedOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| GENTERA | $39,585,911 | F |
| OTHER PROGRAM REL. INVESTMENT | $189,720,583 | C |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Program Rltd | $229,306,494 | TotalBookValueProgramRltdAmt |
| Federal Income Tax Liability | $0 | FederalIncomeTaxLiabilityAmt |
| Total Liability | $0 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $27,910,378 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$28,356,823 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $2,943,969 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | $12,494,185 | OtherRevenueAmt |
| Revenue Not Reported | -$12,918,669 | RevenueNotReportedAmt |
| Revenue Subtotal | $40,829,047 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $40,829,047 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $33,528,581 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $2,943,969 | DonatedServicesUseFcltsAmt |
| Other Expenses Included | $308,499 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $3,252,468 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,276,113 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $30,276,113 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | ACCION IS A TAX-EXEMPT ORGANIZATION AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND IS GENERALLY EXEMPT FROM INCOME TAXES PURSUENT TO SECTION 501(A). CENTRO AND ATA ARE REGISTERED ORGANIZATIONS IN COLOMBIA AND INDIA, RESPECTIVELY. GATEWAY, AFIF GP AND AFIF LP, SINGLE MEMBER LIMITED LIABILITY COMPANIES, ARE FULLY CONSOLIDATED ON THE FEDERAL FORM 990 OF THEIR SINGLE MEMBER, ACCION. ACC, AAIC, AINV NIGERIA, AINV CAMEROON AND AINV GHANA (SEE NOTE 2) ARE TAXABLE SUBSIDIARIES OF ACCION, FILING THEIR OWN TAX RETURNS. THE INCOME TAX CONSEQUENCES, IF ANY, ARE REFLECTED IN THE FINANCIAL STATEMENTS, AND DO NOT HAVE A MATERIAL EFFECT, INDIVIDUALLY OR IN THE AGGREGATE, UPON ACCION'S FINANCIAL STATEMENTS. ACCION BELIEVES IT HAS TAKEN NO UNCERTAIN TAX POSITIONS. |
| Part XI, Line 2D - Other Adjustments: | Equity in Income of Equity Investments $12,233,060 Special Event Cost 308,499 Currency Gain (Loss) on Consolidation (47,374) -------------- Total to Schedule D, Part XI, Line 2D 12,494,185 |
| Part XII, Line 2D - Other Adjustments: | Special Event Cost $308,499 |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (13 entries)
| RegionRegionTxt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt | OfficesOfficesCnt | EmployeeEmployeeCnt |
|---|---|---|---|---|---|
| Central America and the Caribbean | Program Services | See Part V | $109,758 | ||
| East Asia and the Pacific | Program Services | See Part V | $1,841,146 | 1 | 5 |
| East Asia and the Pacific | Investments | $6,222,007 | |||
| Europe (Including Iceland and Greenland) | Program Services | See Part V | $12,844 | 1 | |
| Europe (Including Iceland and Greenland) | Investments | $34,788,568 | |||
| North America | Program Services | See Part V | $673,323 | ||
| North America | Investments | $4,776,071 | |||
| South America | Program Services | See Part V | $2,943,993 | 1 | 22 |
| South America | Investments | $40,805,911 | |||
| South Asia | Program Services | See Part V | $814,908 | 1 | 11 |
| South Asia | Investments | $87,696,405 | |||
| Sub-Saharan Africa | Program Services | See Part V | $2,587,881 | 1 | 10 |
| Sub-Saharan Africa | Investments | $3,990,969 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 4 | SubtotalOfficesCnt |
| Subtotal Employees | 49 | SubtotalEmployeesCnt |
| Total Office | 4 | TotalOfficeCnt |
| Total Employee | 49 | TotalEmployeeCnt |
| Subtotal Spent | $187,263,784 | SubtotalSpentAmt |
| Total Spent | $187,263,784 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| South America | FIELD OPS | $1,847,531 | WIRE |
| South Asia | FIELD OPS | $921,522 | WIRE |
| South America | PROG ASST. | $10,850 | WIRE |
| Central America and the Caribbean | PROG ASST. | $12,150 | WIRE |
| South America | PROG ASST. | $11,310 | WIRE |
| East Asia and the Pacific | PROG ASST. | $13,000 | WIRE |
| Central America and the Caribbean | PROG ASST. | $7,500 | WIRE |
| Europe (Including Iceland and Greenland) | PROG ASST. | $40,000 | WIRE |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 6 | Total501c3OrgCnt |
| Total Other Org | 3 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp (3 entries)
| Type Of AssistanceTypeOfAssistanceTxt | RegionRegionTxt | RecipientRecipientCnt | Cash GrantCashGrantAmt |
|---|---|---|---|
| PROGRAM ASSISTANCE | North America | 1 | $8,000 |
| PROGRAM ASSISTANCE | Sub-Saharan Africa | 1 | $8,000 |
| PROGRAM ASSISTANCE | North America | 1 | $2,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | Yes (true) | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | Yes (true) | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | Yes (true) | ForeignPartnershipInd |
| Boycott Countries | Yes (true) | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | ACCION's Accounting and Resource Development departments oversee the receipt, Distribution and use of grant funds, and provide donors with detailed reports based thereon. |
| Part I, Column E: | If activity listed in Part I, Column (d) is a program service, following is the specific type of service in the region: Microfinance-Technical Assistance, Education and Investments |
| PART I, II AND III: | THE ACCOUNTING METHOD USED FOR PARTS I, II AND III IS US GAAP/ACCRUAL BASIS. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | 55TH GALA | Event1Nm |
| Gross Receipts Event1 | $994,002 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $746,002 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $248,000 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $166,153 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $142,346 | FoodAndBeverageEvent1Amt |
| Other Events Total | 0 | OtherEventsTotalCnt |
| Gross Receipts Total | $994,002 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $746,002 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $248,000 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $166,153 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $142,346 | FoodAndBeverageTotalEventsAmt |
| Direct Expense Summary Events | $308,499 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$60,499 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (true) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ACCION THE US NETWORK | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 MAIDEN LANE STE 903 | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10038 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 454127501 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $250,000 | CashGrantAmt |
| Purpose Of Grant | PROGRAM ASST. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | Total501c3OrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | Part I, Line 2: | FormAndLineReferenceDesc |
| Explanation | ACCION'S ACCOUNTING AND RESOURCE DEVELOPMENT DEPARTMENTS OVERSEE THE RECEIPT, DISTRIBUTION AND USE OF GRANT FUNDS, AND PROVIDE DONORS WITH DETAILED REPORTS BASED THEREON. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (true) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MICHAEL SCHLEIN | ||||||||||||||
| PRESIDENT & CEO, DIRECTOR | $474,983 | $0 | $83,614 | $0 | $2,806 | $0 | $0 | $0 | $25,314 | $0 | $586,717 | $0 | $0 | $0 |
| ESTEBAN ALTSCHUL | ||||||||||||||
| COO | $293,557 | $0 | $51,640 | $0 | $141,893 | $0 | $19,875 | $0 | $27,841 | $0 | $534,806 | $0 | $0 | $0 |
| LIVINGSTON PARSONS III | ||||||||||||||
| CFO | $223,487 | $0 | $30,221 | $0 | $25,810 | $0 | $18,887 | $0 | $22,436 | $0 | $320,841 | $0 | $0 | $0 |
| KEVIN SAUNDERS | ||||||||||||||
| ASSISTANT SECRETARY | $136,977 | $0 | $0 | $0 | $18,540 | $0 | $12,258 | $0 | $30,814 | $0 | $198,589 | $0 | $0 | $0 |
| DONELLA RAPIER | ||||||||||||||
| CDO-CAO | $92,797 | $0 | $29,199 | $0 | $49,452 | $0 | $7,811 | $0 | $3,761 | $0 | $183,020 | $0 | $0 | $0 |
| JOHN FISCHER | ||||||||||||||
| CIO | $295,303 | $0 | $37,189 | $0 | $13,509 | $0 | $19,875 | $0 | $21,010 | $0 | $386,886 | $0 | $0 | $0 |
| ELIZABETH RHYNE | ||||||||||||||
| CFI SENIOR VP. | $241,107 | $0 | $20,490 | $0 | $18,788 | $0 | $19,209 | $0 | $0 | $0 | $299,594 | $0 | $0 | $0 |
| MARY CHAFFIN | ||||||||||||||
| GENERAL COUNSEL | $148,286 | $0 | $39,269 | $0 | $31,234 | $0 | $13,090 | $0 | $17,143 | $0 | $249,022 | $0 | $0 | $0 |
| BRIAN KUWIK | ||||||||||||||
| REGIONAL HEAD, AFRICA | $222,627 | $0 | $20,722 | $0 | $56,606 | $0 | $13,083 | $0 | $21,010 | $0 | $334,048 | $0 | $0 | $0 |
| VICTORIA WHITE | ||||||||||||||
| REGIONAL HEAD, ASIA | $206,715 | $0 | $34,650 | $0 | $16,890 | $0 | $17,325 | $0 | $26,810 | $0 | $302,390 | $0 | $0 | $0 |
| JAMES ROSENBERG | ||||||||||||||
| CCO | $189,985 | $0 | $6,300 | $0 | $18,540 | $0 | $15,750 | $0 | $16,796 | $0 | $247,371 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A: | Housing allowance, tax indemnification and once a year home leave for employees and the members of their families were provided to Esteban Altschul and Brian Kuwik as part of an expatriate benefit package during their temporary assignment to a foreign office. |
| PART I, LINE 1B: | THESE EXPENSES ARE INCLUDED WITHIN THE TOTAL COMPENSATION REVIEW AND APPROVAL PROCESS. |
| PART I, LINE 7: | Employees identified in Schedule J, Part II(A)(1,2,3,4,6,7,8,10) are eligible for limited incentive compensation based upon performance in the prior tax year. Any such compensation that is awarded is part of and subject to the total compensation review and approval process. |
Schedule M IRS990ScheduleM
| Field | Value | IRS element (for citing) |
|---|---|---|
| Works Of Art | WorksOfArtGrp | |
| Art Historical Treasures | ArtHistoricalTreasuresGrp | |
| Art Fractional Interest | ArtFractionalInterestGrp | |
| Books And Publications | BooksAndPublicationsGrp | |
| Clothing And Household Goods | ClothingAndHouseholdGoodsGrp | |
| Cars And Other Vehicles | CarsAndOtherVehiclesGrp | |
| Boats And Planes | BoatsAndPlanesGrp | |
| Intellectual Property | IntellectualPropertyGrp |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $80,361 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities Closely Held Stock | SecuritiesCloselyHeldStockGrp | |
| Secur Prtnrshp Trust Intrsts | SecurPrtnrshpTrustIntrstsGrp | |
| Securities Miscellaneous | SecuritiesMiscellaneousGrp | |
| Qualified Contrib Hist Struct | QualifiedContribHistStructGrp | |
| Qualified Contrib Other | QualifiedContribOtherGrp | |
| Real Estate Residential | RealEstateResidentialGrp | |
| Real Estate Commercial | RealEstateCommercialGrp | |
| Real Estate Other | RealEstateOtherGrp | |
| Collectibles | CollectiblesGrp | |
| Food Inventory | FoodInventoryGrp | |
| Drugs And Medical Supplies | DrugsAndMedicalSuppliesGrp | |
| Taxidermy | TaxidermyGrp | |
| Historical Artifacts | HistoricalArtifactsGrp | |
| Scientific Specimens | ScientificSpecimensGrp | |
| Archaeological Artifacts | ArchaeologicalArtifactsGrp |
Other Non Cash Contri Table OtherNonCashContriTableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Desc | FOOD | Desc |
| Contribution | 1 | ContributionCnt |
| Noncash Contributions Rpt F990 | $385 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | false | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | Yes (true) | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | false | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE M, PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | EXPLANATION: REPRESENTS THE NUMBER OF CONTRIBUTIONS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 4A: | Global Programs: Accion offers decades of strategic and operational expertise to microfinance institutions (MFIs) and financial service providers; we combine a deep understanding of client needs and insights into emerging technologies to increase the quality and lower the costs of financial services. By the end of 2016, Accion had helped build 65 MFIs in 32 countries; these organizations managed an active loan portfolio of $10.9 billion and helped 4.6 million savers protect $4.2 million in deposits. Last year, Accion recommitted to its work with people in countries with some of the greatest need for high-quality financial services, including China, Myanmar, Peru, Nigeria, and India, where our local partner IFMR Capital provides funding to more than 100 of Indias most prominent financial inclusion intermediaries that, together, serve over 30 million clients. Accion also shared its global insights with the broader industry, expanding our impact by publishing new research that examined how emerging technological innovations are helping to provide micro, small, and medium enterprises (MSMEs) with the financing that they need to launch their businesses, restock their shelves, and hire more employees. Accion also published new research on how to provide women-owned MSMEs in India with financing. |
| FORM 990, PART III, LINE 4B: | Global Investments: Three billion people are left out of or poorly served by the worlds formal financial sector. They struggle in or near poverty and lack the financial tools they need to build better lives. Accion believes that inclusive fintech has the transformative potential to help them, and we believe that as a financial inclusion leader our role is to accelerate the growth and use of responsible fintech and address this urgent problem by creating a financially inclusive world. Our focus on disruptive startups aims to spur innovation while improving the quality and lowering the costs of financial services for those who have been left out. Accions seed-stage impact initiative, Accion Venture Lab, invests capital in, and provides support to, innovative fintech startups that increase access to, improve the quality of, or reduce the cost of financial services for the underserved at scale. Since launching in 2012, Venture Lab has deployed over US$10 million across more than 30 startups that work in over 20 countries worldwide. Its investments and support develop and refine the higher-quality, cheaper, faster, more convenient, safer, and more accessible financial services that entrepreneurs and families need. Venture Lab has undertaken more than 50 portfolio projects, supporting emerging technologies for inclusive finance with customer strategy, product design, pricing, operations, and human capial. Accion is the anchor investor, general partner, and sponsor of the first global fintech fund for the underserved, the Accion Frontier Inclusion Fund, managed by Quona Capital. The Fund catalyzes fintech innovations that can radically improve the quality and availability of financial services for the underserved. The Fund will pursue solutions that have the greatest potential for inclusive fintech in Asia, Latin America, and sub-Saharan Africa. In 2016, the Fund made investments in NeoGrowth and IndiaMART (both based in India) and Konfio (based in Mexico). These investments will help consumers create and improve their credit scores and assist entrepreneurs receive finance for inventory purchases and improve their businesses. |
| FORM 990, PART III, LINE 4C: | CFI: Launched in 2008, the Center for Financial Inclusion at Accion (CFI) serves as a convener, community builder, and thought leader among stakeholders working toward financial inclusion including banks, telecom firms, researchers, regulators, MFIs, and fintech startups. CFI seeks to strengthen the sector and works in particular to ensure that financial inclusion is achieved in a way that supports client well-being. In 2009 CFI launched the smart campaign, a global movement to create an environment in which financial services are delivered safely and responsibly to low-income clients. Nearly 100 financial institutions, collectively serving more than 41 million people in more than 30 countries, have been certified for adhering to the Campaigns industry-accepted consumer protection standards. Other key programs include a fellowship program in governance and risk management designed for board members of MFIs in sub-Saharan Africa; the CFIs Research Fellows Program, through which the latest cohort examined, sustainable financial capability interventions, incorporating human touch into digital financial products and services in Kenya and India, and responsible online credit and data security; and extensive new research broadening the framework for financial health and illuminating how mainstream financial institutions can reach underserved customers, among other work. |
| FORM 990, PART III, LINE 4D: | Education and Communications: Accions Communication function supports the organizations strategic objectives by promoting awareness of Accions financial inclusion work around the globe. Accion identifies how financial inclusion, innovation, commercial finance, startups, entrepreneurs, policymakers, individuals committed to social justice, and others can address and resolve issues of inequity. Three billion financially underserved people around the world lack the basic tools they need including savings, credit, insurance, and other financial services - to manage their day-to-day activities, navigated a crisis, or seize an opportunity. Financial services have a vital role to play in addressing issues that range from healthcare to housing to education; they are essential to advancing quality of life and living standards in emerging countries. Audiences around the world have invited Accion to discuss this important link and the developing technological trends that we see accelerating inclusive finance. In 2016, Accion appeared in The New York Times, Euromoney, Mashable, The Banker, Emerging Markets, Fortune, TechCrunch, Institutional Investor, and others. And Accion raised awareness of the need for financial inclusion at social impact events like the Social Good Summit and financial industry events like Money20/20. Accion also engages a passionate audience across social media, sharing stories that demonstrate the impact that our work makes on our clients and that ways that high-quality, affordable financial services help them thrive. |
| FORM 990, PART VI, SECTION A, LINE 1: | THE EXECUTIVE COMMITTEE HAS BEEN DELEGATED AUTHORITY TO ACT ON BEHALF OF THE BOARD OF DIRECTORS SUBJECT TO SUBSEQUENT RATIFICATION BY THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION B, LINE 11: | Prior to the filing of the form 990, the finance committee of the board of directors receives the form 990 for review. Each member of the board of directors subsequently receives a copy of the reviewed form 990 before Accion files it with the internal revenue service. |
| FORM 990, PART VI, SECTION B, LINE 12C: | ACCION international's conflict of interest policy requires annual disclosure of actual or potential conflicts of interest, including all transactions, financial interests, contracts, or positions, conducted or held by the officer, director, or key employee or immediate member of his/her family, with any businesses, corporations, partnerships, proprietorships that carry out any business activities with ACCION international or any of its subsidiaries, investees, affiliates or other persons or institutions in any related to ACCION international. In addition to the annual disclosure requirement, officers, directors, and key employees must also disclose any potential or real conflict of interest as they arise. Each real or potential conflict must be evaluated by independent, disinterested directors serving on the audit & governance committee of the board of directors, and if a real or potential conflict of interest is determined to exist, that conflict situation must be determined to be fair and reasonable to the corporation and thus waived before the affected officer, director, or key employee may proceed. |
| FORM 990, PART VI, SECTION B, LINE 15: | Compensation for officers (including the CEO) and key employees must be approved by the appropriate Committee of the Board of Directors after consideration of data provided by third party experts which indicates comparable compensation for similarly qualified persons in functionally comparable positions at similarly situated organizations. The Board Committee will maintain contemporaneous documentation and recordkeeping with respect to the deliberations and decisions regarding the compensation arrangements. |
| FORM 990, PART VI, SECTION C, LINE 19: | ACCION International's audited financial statements, governing documents, and conflict of interest policy are available to the public upon request. |
| FORM 990, PART XI, LINE 2B - FINANCIAL STATEMENTS: | ACCION International's financial statements are audited and presented on a consolidated basis, including foreign entities in Colombia, India, China, Brazil and Mauritius. The U.S. organization's financials as reflected for tax purposes on a stand-alone basis are not separately audited. |
| Form 990, Part XI, Line 9: | Equity in income of equity investments $12,233,060 Currency (gain) loss on consolidation (47,374) ------------ Total Other changes to Line 9 12,185,684 |
| FORM 990, PART XII, LINE 2C - OVERSIGHT OF AUDIT: | THERE WAS NO CHANGE IN THE AUDIT OVERSIGHT PROCESS FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Total IncomeTotalIncomeAmt | End Of Year AssetsEndOfYearAssetsAmt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt |
|---|---|---|---|---|---|---|---|---|
| ACCION GATEWAY FUND LLC | ||||||||
| 10 FAWCETT STSTE204 | Cambridge | MA | 02138 | SEE PART VII | DE | -$347,551 | $142,414,552 | ACCION INTL |
| ACCION FRONTIER INCLUSION FUND GP LLC | ||||||||
| 1101 15TH STREET NW SUITE 400 | Washington | DC | 20005 | SEE PART VII | DE | $475,947 | $398,139 | ACCION INTL |
| ACCION FRONTIER INCLUSION FUND LP LLC | ||||||||
| 10 FAWCETT STSTE204 | Cambridge | MA | 02138 | SEE PART VII | DE | $20,890 | $7,775,395 | ACCION INTL |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Exempt Code SectionExemptCodeSectionTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| ACCION Technical Advisors India | ||||||||
| SEE PART VII | Bangalore | IN | 560025 | SEE PART VII | IN | SEC 25 CO | Accion Int | Yes (true) |
| FUNDACION Centro ACCION Microempresarial | ||||||||
| SEE PART VII | BOGOTA dc | CO | SEE PART VII | CO | FOUNDATION | Accion Int | Yes (true) | |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (5 entries)
| Address Line1ForeignAddress/AddressLine1Txt | CountryForeignAddress/CountryCd | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Share Of Total IncomeShareOfTotalIncomeAmt | Share Of EOY AssetsShareOfEOYAssetsAmt | OwnershipOwnershipPct | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| ACCION (Beijing)Consultation Svcs COLTD | ||||||||
| SEE PART VII | CH | SEE PART VII | CH | SEE PART VII | $363,474 | $259,407 | 1.00000 | false |
| ACCION AFRICA ASIA INVESTMENT COMPANY | ||||||||
| SEE PART VII | MP | SEE PART VII | MP | SEE PART VII | $42,908 | $29,498,381 | 1.00000 | false |
| ACCION INVESTMENTS (SEE PART vii) | ||||||||
| SEE PART VII | CJ | SEE PART VII | CJ | SEE PART VII | $7,823,232 | 0.51000 | false | |
| ACCION INVESTMENTS (SEE PART VII) | ||||||||
| SEE PART VII | CJ | SEE PART VII | CJ | SEE PART VII | $12,786 | 0.51000 | false | |
| ACCION INVESTMENTS IN MICROFINANCE GHANA | ||||||||
| SEE PART VII | CJ | SEE PART VII | CJ | SEE PART VII | $17,751 | 0.51000 | false | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | false | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | Yes (true) | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | false | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | false | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | false | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | false | DivRelatedOrganizationInd |
| Asset Sale To Other Org | false | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | false | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | false | AssetExchangeInd |
| Rental Of Facilities To Oth Org | false | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | false | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | false | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | false | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | false | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (true) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | false | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | false | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | false | TransferToOtherOrgInd |
| Transfer From Other Org | false | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (4 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| FUNDATION CENTRO ACCION MICROEMPRESARIAL | ||
| B | $1,847,531 | Cost |
| ACCION TECHNICAL ADVISORS INDIA | ||
| B | $921,522 | Cost |
| ACCION AFRICA ASIA INVESTMENT COMPANY | ||
| B | $2,110,000 | Cost |
| ACCION (BEIJING) CONSULTATION SERVICES CO LTD | ||
| O | $292,453 | Cost |
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, column (b) primary activity: | 1. Program Related Investment 2. Program Related Investment 3. Program Related Investment |
| Part II, Line 1 Address & Primary Activity: | Address:No. 9/3, KAISER-E-HIND, 1ST FLOOR-RICHMOND ROAD, Bangalore, 560025 IN Primary Activity: Technical Assistance & Education Related to Microfinance. |
| Part II, Line 2 Address & Primary Activity: | Address: CARRERA 7 #146-65, 7th FLOOR, Bogota, D.C., CO Primary Activity: Technical Assistance & Education Related to Microfinance. |
| Part IV, Column a1-5: Address | 1. Room 606, Bld 3, Wan Da Plaza, No.93 Jianguo Road, BEIJING, CHAOYANG CHINA 2. IFS COURT, TWENTYEIGHT CYBERCITY, EBENE, MAURITIUS 3. INTERTRUST CORPORATE SRV, 190 ELGIN AVE, GEORGE TOWN, GRAND CAYMAN, KY1-9005, CAYMAN ISLANDS 4. INTERTRUST CORPORATE SRV, 190 ELGIN AVE, GEORGE TOWN, GRAND CAYMAN, KY1-9005, CAYMAN ISLANDS 5. INTERTRUST CORPORATE SRV, 190 ELGIN AVE, GEORGE TOWN, GRAND CAYMAN, KY1-9005, CAYMAN ISLANDS |
| Part IV, Column a(3): Name | ACCION INVESTMENTS IN MICROFINANCE NIGERIA Part IV, Column a(4): Name ACCION INVESTMENTS IN MICROFINANCE CAMEROON |
| Part IV, Column (b): Primary activity for organization 1 - 5 | 1. Technical assistance and education related to microfinance 2. Program Related Investment 3. Program Related Investment 4. Program Related Investment 5. Program Related Investment Part IV, Column (D): DIRECT CONTROLLING ENTITY 1 - 5 1. ACCION INTERNATIONAL 2. ACCION GATEWAY FUND, LLC 3. ACCION GATEWAY FUND, LLC 4. ACCION GATEWAY FUND, LLC 5. ACCION GATEWAY FUND, LLC |