2025-12-02T08:10:13+00:00 2025-06-30 440160260 Forvis Mazars LLP 111 E Wayne Street Suite 600 Fort Wayne IN 46802 990 2024-07-01 135661832 PLAN INTERNATIONAL USA INC PLAN 4017385600 275 PROMENADE STREET 225 PROVIDENCE RI 02908 SHANNA MARZILLI CEO 4017385600 2025-12-02 true Lauren Denton P01571860 2604604000 2025-12-02 2024 2025-03-06 01:10:19Z SHANNA MARZILLI 275 PROMENADE STREET SUITE 225 PROVIDENCE RI 02908 59707042 false X WWW.PLANUSA.ORG X 1939 NY SEE SCHEDULE 0 14 13 141 21 0 55713960 48502698 0 981137 2998062 61482 60750 56756579 51561510 34932311 23354788 0 13671578 13960269 4086854 3403170 6301381 6434843 9017412 59125586 49735639 -2369007 1825871 58148918 53192875 16629689 10482524 41519229 42710351 SEE SCHEDULE O false false 31031031 23354788 0 Program and Technical Support - Plan International USA carries out the vast majority of its international activities through Plan International, Inc. (also registered in the USA) which implements programs through offices in developing countries. For more information see Schedule O. 2131052 0 0 Development Education, Public Engagement, and Advocacy - Plan conducts educational outreach programs in the United States with youth, educators, sponsors and the public about issues affecting children and families in the developing world. These programs strive to enhance the understanding of poverty and the role that Plan has in the development process. 1122688 0 0 Building Relationships - Our child sponsorship program links a sponsor in the United States with a child in need; they can exchange letters, cards and photos as a way to build relationships. Plan also shares program communications to keep sponsors informed of the work underway in the field. 34284771 true true false true false false false false false true true false false false true false true false false false true true false true false false false true false true false false false false false false false false false false true false false false false true true true false false true 54 0 141 true false false false false false false false false false false false false X 14 13 false false false false false false false true true false false false true true true true true true true true false false CA FL GA AL HI IL KS KY MD MA MI MN MS NH NJ NM NY OR PA RI SC TN UT VA AR WV WI X X X PAUL CHOBANIAN 4015628417 275 PROMENADE ST SUITE 225 PROVIDENCE RI 02908 Alen Amini Board Member 1.0 0.0 X 0 0 0 Ann O'Brien Board Member, Vice-Chair until December 2025 1.0 0.0 X 0 0 0 Bernadette Lane Board Member until September 2024 1.0 0.0 X 0 0 0 Carol Peasley Board Member until December 2024 1.0 0.0 X 0 0 0 Daniela Muhaj Board Member from September 2024 1.0 0.0 X 0 0 0 Deborah Simpson Interim CEO Plan Inc. Until April 2025, Board Member from May 2025 1.0 40.0 X 67750 0 670 Elizabeth Fessenden Board Member 1.0 0.0 X 0 0 0 Elizabeth Myers Board Member until December 2024 1.0 0.0 X 0 0 0 Emily Green Board Member until February 2025 1.0 0.0 X 0 0 0 Hatem Mostafa Board Member 1.0 0.0 X 0 0 0 Jackie Yeaney Board Member, Vice Chair from December 2024 1.0 0.0 X 0 0 0 Kanchana Suresh Board Member 1.0 0.0 X 0 0 0 Luma Mufleh Board Member from September 2024 until March 2025 1.0 0.0 X 0 0 0 Maddams Lori Treasurer 1.0 0.0 X 0 0 0 Malika Dia Board Member until March 2025 1.0 0.0 X 0 0 0 Marek Wolek Board Member from September 2024 1.0 0.0 X 0 0 0 Michele Lederberg Board Chair 1.0 0.0 X 0 0 0 Sara Moore Board Member 1.0 0.0 X 0 0 0 Susan Benton Secretary 1.0 0.0 X 0 0 0 Vicki Escarra Board Member 1.0 0.0 X 0 0 0 David Cannata CFO 40.0 0.0 X 286106 0 27056 Shanna Marzilli CEO 40.0 0.0 X 359514 0 51319 Katherine Williford Chief Development Officer 40.0 0.0 X 198587 0 15224 Frank Manfredi VP, Humanitarian Programs 40.0 0.0 X 194336 0 26232 Jennifer Trainor Chief Strategy Officer 40.0 0.0 X 257632 0 33181 Katherine Ezzes VP, Program Development 40.0 0.0 X 200910 0 45045 Lawrence Ncube Executive Director, People and Culture 0.0 40.0 X 186113 0 43819 Paul Chobanian VP, Finance 40.0 0.0 X 199944 0 49663 Erin Mulanaphy Chief People and Culture Officer 40.0 0.0 X 240745 0 15429 2191637 0 307638 43 true true false GiveBridge 525 Western Monroe St Chicago IL 60661 In-person solicitation 3550048 CX MARKETING LLC 4200 PARLIAMENT PLACE LANHAM MD 20706 Fundraising Counsel 608621 BlackBaud Inc 1030 MASSACUSETTS AVENUE CAMBRIDGE MA 02138 Credit Card Processing Fees 313092 GlobalFaces Direct 16905 NORTHCROSS DR HUNTERSVILLE NC 28078 In-person solicitation 299125 Image Printing and Copying Inc 33 PLAN WAY WARWICK RI 02886 Printing 294562 11 15246081 33256617 396842 48502698 0 0 0 0 0 1108182 1108182 0 0 10035412 8145532 1889880 0 1889880 1889880 60750 0 0 60750 60750 51561510 0 0 3058812 23243223 23243223 111565 111565 1316687 160377 1089386 66924 10243839 4236778 4777023 1230038 660008 267132 315931 76945 1007835 370785 530085 106965 731900 280409 369841 81650 42882 42882 178185 61000 117185 15439 15439 3403170 3403170 53192 53192 1492157 888689 467955 135513 373751 60209 313542 686072 392944 101723 191405 768944 224791 407728 136425 739347 604312 70579 64456 430013 272964 91118 65931 3291211 2874632 86239 330340 58188 113 58075 Other 412634 162547 180719 69368 Bank Service Fees 343875 343860 15 Education Training Meetings 103378 36710 38923 27745 RMS 17166 9174 7043 949 10978 10978 0 0 49735639 34284771 9149487 6301381 12311001 10943916 14594 1862488 16169977 14262596 0 0 0 0 776448 881832 1987015 1862437 758010 124578 21213649 24808446 0 0 6905239 309019 58148918 53192875 1853650 1677736 0 0 14776039 8804788 16629689 10482524 19062781 17783287 22456448 24927064 41519229 42710351 58148918 53192875 X 1825871 -663428 28679 X false true true true true X 61307387 58753887 53931738 55713960 48502698 278209670 0 0 61307387 58753887 53931738 55713960 48502698 278209670 2867210 275342460 431884 472676 563027 983144 1108182 3558913 0 0 0 0 0 0 0 281768583 284047 0.97719 0.98144 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15439 15439 43418817 43434256 1000000 0 250000 0 0 false 1000000 1000000 1000000 1000000 4000000 6000000 970 14305 17779 15439 48493 250000 250000 250000 250000 1000000 1500000 0 0 0 16765541 7000 1660217 1900000 16532758 15768269 27000 1936257 965985 16765541 15025296 208377 1477092 942496 15768269 18198429 101044 -2464320 809857 15025296 14943676 63684 3298449 107380 18198429 0.12 0.88 0.0 false false 21383 6415 14968 1965632 1856022 109610 124578 Federal Income Taxes DUE TO PLAN INTERNATIONAL 4648074 LEASE LIABILITY 4156714 8804788 60549629 -663428 9676060 28679 9041311 51508318 53192 0 53192 51561510 59358507 9676060 0 9676060 49682447 53192 0 53192 49735639 Schedule D, Part XI, Line 2(a) Plan's strategic partnerships are another important element of our efforts to increase awareness about challenges in the developing world. By linking Plan's mission with household companies and brands, our reach increases exponentially. The revenue and expense amounts reported as reconciling items in Part XI and XII, respectively, represent amounts included in the audited financial statements for US Generally Accepted Accounting Principles but excluded for the purposes of the Form 990 in accordance with the IRS instructions. A favorable determination letter has been obtained from the Internal Revenue Service exempting the organization from federal income tax under Section 501(c)(3) of the Internal Revenue Code. Accordingly, no provision for taxes on the change in net assets has been recorded. Furthermore, Plan International USA, Inc. has determined that no liability for uncertain tax positions under FASB ASC 40 existed as of June 30, 2025. Schedule D, Part V, Line 4 Intended uses of endowment funds THE INTENDED USE OF THE ENDOWMENT FUND IS TO MAINTAIN THE PURCHASING POWER OF THE ASSETS THROUGH LONG-TERM RETURNS WHICH PROVIDE FOR BOTH (A) FUTURE GROWTH OF THE ENDOWMENT AND (B) CURRENT INCOME THAT CAN BE USED TO SUPPORT PLAN'S ACTIVITIES. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Change in value of Trust Agreements - 28679 true Europe (Including Iceland and Greenland) 0 0 Grantmaking 111565 0 0 0 0 0 0 111565 0 111565 Europe (Including Iceland and Greenland) Refugee Protection 111565 Wire Transfer 1 0 false false false false false false Schedule F, Part I, Line 2 Procedures for monitoring use of grant funds The amounts represent funds transferred to an organization for refugee protection and education. Plan monitors these activities through communications with the organization as well as the review of financial and programmatic reports required in the scope of the subgrant agreement Schedule F, Part I, Line 3 Method used to account for expenditures on org's financial statements EUROPE (INCLUDING ICELAND AND GREENLAND)-Accrual X X X X X X true GiveBridge 525 Western Monroe St Ste 900 Chicago IL 60661 In-person solicitation false 768307 1248541 -480234 GlobalFaces Direct 16905 Northcross Dr suite 190 Huntersville NC 28078 In-person solicitation false 243882 550828 -306946 iSandbox Incorporated 1910 Byrd Avenue Suite 207 Richmond VA 23230 Direct Mail false 418069 79086 338983 CX Marketing LLC 4200 Parliament Place 3rd Floor Lanham MD 20706 FR counsel false 0 1524715 -1524715 1430258 3403170 -1972912 CA CO CT DC FL GA AL HI IL KS KY LA ME AK MD MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR PA RI SC TN VA AR WA WV WI Schedule G, Part I, Line 2b(ii) Describe the custody or control arrangement. GIVEBRIDGE-CUSTODY OF CONTRIBUTIONS REMAINS WITH PLAN AT ALL TIMES. ALL DONATIONS ARE PROCESSED DIRECTLY WITH PLAN'S SYSTEMS.;GLOBALFACES DIRECT-CUSTODY OF CONTRIBUTIONS REMAINS WITH PLAN AT ALL TIMES. ALL DONATIONS ARE PROCESSED DIRECTLY WITH PLAN'S SYSTEMS.;ISANDBOX INCORPORATED-CUSTODY OF DONATIONS REMAINED WITH PLAN. THE FUNDRAISER MAILED AN APPEAL REQUESTING DONORS TO REPLY DIRECTLY TO PLAN.; Schedule G, Part I, Line 2b(v) payment of fees or payment of expenses GIVEBRIDGE-THE AMOUNT DISCLOSED IS GROSS PAYMENTS TO THE FUNDRAISER. THE ACTIVITIES ARE UNDERTAKEN PRIMARILY TO GENERATE MONTHLY-GIVING DONORS AS OPPOSED TO SOLICITING ONE-TIME GIFTS. THE FOCUS OF THE FUNDRAISING EFFORTS IS TO OBTAIN DONORS WHO ENROLL IN A LONG-TERM VOLUNTARY GIVING PROGRAM.;GLOBALFACES DIRECT-THE AMOUNT DISCLOSED IS GROSS PAYMENTS TO THE FUNDRAISER. THE ACTIVITIES ARE UNDERTAKEN PRIMARILY TO GENERATE MONTHLY-GIVING DONORS AS OPPOSED TO SOLICITING ONE-TIME GIFTS. THE FOCUS OF THE FUNDRAISING EFFORTS IS TO OBTAIN DONORS WHO ENROLL IN A LONG-TERM VOLUNTARY GIVING PROGRAM.;ISANDBOX INCORPORATED-ISANDBOX DELIVERED CREATIVE WORK FOR A DIRECT MAIL CAMPAIGN. THEY PROVIDE PRODUCTION SERVICES FOR CATALOGS AND PRINTED MATERIALS. THE AMOUNT PAID IS THE GROSS AMOUNT PAID TO THE COMPANY.;CX MARKETING, LLC-FUNDRAISING COUNSEL ARE COMPENSATED ADVISORS WHO SUPPORT CHARITABLE ORGANIZATIONS IN PLANNING AND MANAGING FUNDRAISING EFFORTS, BUT THEY DO NOT DIRECTLY SOLICIT OR COLLECT DONATIONS. AS A RESULT, THEIR SERVICES ARE NOT LINKED TO SPECIFIC FUNDRAISING REVENUE FIGURES, EVEN THOUGH THEY MAY BE CONSIDERED FUNDRAISING PROFESSIONALS.; true Plan International Inc 300 East 47th St 10th Floor New York NY 10017 510169168 501(c)(3) 23088881 0 n/a n/a Prog. Support Georgetown University 37th O Streets NW Washington DC 20057 530196603 501(c)(3) 31119 0 n/a n/a engagement of young fathers Alice International Inc 23 Glenn Drive Milford NH 03055 081471839 123223 0 n/a n/a Education project 2 1 Schedule I, Part I, Line 2 The Plan International USA subgrant to Georgetown University was related to a project that the organization conducted related to increasing the positive and non-violent engagement of young fathers in the care of their young children. Plan received financial and programmatic reports and conducted meetings and calls in order to monitor progress. The Plan International USA subgrant to Alice International, Inc. was related to an education project. Plan received financial and programmatic reports and conducted meetings and calls in order to monitor progress. Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds Plan International USA, Inc. is the U.S. member of Plan International, Inc. (PII) and channels most of its international program funding through PII. These funds represent program support transferred or accrued during the fiscal year. Plan USA maintains active oversight of these funds through direct involvement in program planning, design, and implementation, in close collaboration with PII staff. Key oversight activities include: - Program Data Access: Regular review of PII's global intranet for updates across implementation sites. - Financial Monitoring: Ongoing analysis of financial reports to track budget vs. actuals and field-level spending. - Internal Audit Review: Evaluation of findings from PII's Global Assurance Unit to assess controls and procedures. - Field Visits: Routine site visits by Plan USA staff for monitoring and technical support. - Global Governance: Participation in PII's management committees and consortia. - Member's Assembly: Representation in Plan International's global governance body, with two delegates elected by Plan USA's Board. - Plan USA and PII maintain open, continuous communication to ensure effective oversight of funded programs. X X X X X true false false false false false false false false Shanna Marzilli CEO 348714 0 10800 0 0 0 23256 0 28063 0 410833 0 0 0 David Cannata CFO 277744 0 8362 0 0 0 23691 0 3365 0 313162 0 0 0 Katherine Williford Chief Development Officer 191087 0 7500 0 0 0 0 0 15224 0 213811 0 0 0 Erin Mulanaphy Chief People and Culture Officer 130993 0 0 0 109752 0 10453 0 4976 0 256174 0 0 0 Jennifer Trainor Chief Strategy Officer 249948 0 7684 0 0 0 21771 0 11410 0 290813 0 0 0 Katherine Ezzes VP, Program Development 194310 0 6600 0 0 0 17603 0 27442 0 245955 0 0 0 Paul Chobanian VP, Finance 192856 0 7088 0 0 0 17250 0 32413 0 249607 0 0 0 Frank Manfredi VP, Humanitarian Programs 188616 0 5720 0 0 0 16206 0 10026 0 220568 0 0 0 Lawrence Ncube Executive Director, People and Culture 186113 0 0 0 0 0 16944 0 26875 0 229932 0 0 0 Schedule J, Part I, Line 4a Severance or change-of-control payment The organization paid out severance of $175,631 to Erin Mulanaphy during the tax year ended June 30, 2025. 22 396842 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - The number of contributions represents separate gifts of publicly traded securities or mutual funds received throughout the fiscal year. Form 990, Part III, Line 1 Plan International USA is a global international development and humanitarian organization that advances children's rights and equality for girls. In Fiscal Year 2025, our programs reached more than 49 million children worldwide, including over 26 million girls. We worked with communities in more than 80 countries to strengthen education, health, child protection and youth economic empowerment, supporting children's access to safe learning environments and helping families overcome barriers such as school fees, distance and discrimination. Our teams built and rehabilitated classrooms, provided school meals and ensured inclusive learning opportunities for children affected by crisis. In regions impacted by conflict, displacement, and natural disaster across the globe, Plan's humanitarian teams and their local partners delivered food, nutrition support, and psychosocial support to individuals and communities in need. We also partnered with young people to strengthen vocational skills and create sustainable livelihoods through nearly 100 youth employment and entrepreneurship projects. Through these efforts, Plan is breaking down barriers so children can learn, lead, decide and thrive, building a future where we are all equal. Form 990, Part VI, Line 11b Review of form 990 by governing body The Plan International USA's Form 990 is reviewed by an independent accounting firm. The Form 990 and all supporting schedules are provided electronically to the Audit Committee and then the Board of Directors in advance of filing. Any comments or questions are addressed by management. Following approval by the Audit Committee, the tax return is filed with the IRS and posted on the Plan International USA website for public disclosure. Form 990, Part VI, Line 12c Conflict of interest policy All officers, directors, and employees receive the Conflict of Interest Policy and complete a disclosure questionnaire on an annual basis. Any actual or potential conflicts are reviewed by the Deputy General Counsel and, depending on the individual's role, by the Senior Director of People and Culture, Audit Committee, or Executive Committee. Appropriate action is taken as needed. During the year, new conflicts must be disclosed promptly in writing. For board votes, any member with a potential conflict must declare it and abstain from voting; this is recorded in the meeting minutes. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Executive Committee leads the annual CEO performance review, gathering feedback from board members, executive staff, and select members of the Plan International, Inc (PII) global community recommended by the CEO. The Vice-Chair compiles and summarizes feedback for the Committee. Compensation decisions are based on performance, market benchmarks, budget, and organizational results, and are recommended to the board for approval. The Senior Director of People and Culture maintains documentation and consults with compensation specialists to ensure market alignment. Form 990, Part VI, Line 15b Process to establish compensation of other employees Annual performance reviews for officers and key employees (excluding the CEO) are conducted after each fiscal year end. Compensation increases are determined by merit, budget, and organizational performance. Positions are periodically market-priced with external consultants to ensure competitive pay ranges. Any salary changes for officers and key employees are approved by the CEO. Form 990, Part VI, Line 19 Required documents available to the public Plan International USA's audited financial statements are made available publicly on our website at: www.planusa.org and also on other websites such as Guidestar. In addition, financial information as well as governing documents and our Conflict of Interest Policy are available upon request. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue Sublease Income - Total Revenue: 60750, Related or Exempt Function Revenue: , Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: 60750; Form 990, Part XI, Line 9 Other changes in net assets or fund balances CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENT - 5483; CHANGE IN VALUE OF PERPETUAL TRUST - 23196; Total - 28679; PLAN INTERNATIONAL INC 228 EAST 45TH STREET FLOOR 15 NEW YORK NY 10017 510169168 SUPPORTING ORG NY 501(c)(3) Type I NA false CHARITABLE REMAINDER UNITRUST N/A PROVIDENCE RI 02908 RI NA Trust false false true false false false false false false false false false false false false false true true false false PLAN INTERNATIONAL B 23088881 Accrual basis donation PLAN INTERNATIONAL P 154989 CASH PLAN INTERNATIONAL Q 1545326 CASH