2013-06-26T13:18:48-05:00 2012-12-31 521511275 RAFFA PC 1899 L STREET NW SUITE 900 WASHINGTON DC 20036 990 2012-01-01 510175510 BREAD FOR THE WORLD INSTITUTE BREA 2026399400 425 3RD STREET SW NO 1200 WASHINGTON DC 20024 NANCY RHODES 2026399400 2013-06-26 1 FRANK H SMITH P00639053 2028225000 2013-06-25 2012 2016-03-07 17:11:31Z DAVID M BECKMANN 425 3RD STREET SW NO 1200 WASHINGTON DC 20024 12101348 0 X WWW.BREAD.ORG X 1982 DC TO PROVIDE ANALYSIS AND EDUCATION ON HUNGER ISSUES IN THE U.S. AND AROUND THE WORLD. 40 40 0 40 0 0 8727137 9587475 53626 1000 98101 106073 0 0 8878864 9694548 596234 485931 0 0 4494121 4449134 94564 120371 683621 4076048 3792565 9260967 8848001 -382103 846547 9700080 10820966 2608769 2704871 7091311 8116095 X TO PROVIDE ANALYSIS AND EDUCATION ON HUNGER ISSUES IN THE UNITED STATES AND AROUND THE WORLD. 0 0 3515520 425931 1000 PUBLIC EDUCATION: IN NOVEMBER, BREAD FOR THE WORLD INSTITUTE LAUNCHED THE 22ND HUNGER REPORT, WITHIN REACH, GLOBAL DEVELOPMENT GOALS. THE REPORT CALLS FOR A FINAL PUSH AS WE APPROACH THE 2015 TARGET FOR THE MILLENNIUM DEVELOPMENT GOALS AND LOOKS AHEAD TO THE POST-2015 DEVELOPMENT FRAMEWORK. THE HUNGER REPORT HAS BEEN SHARED WITH THE KEY U.S. OFFICIALS AND THE PUBLIC. BREAD FOR THE WORLD INSTITUTE PUBLISHED A PAPER FOCUSED ON STRENGTHENING THE TECHNICAL CAPACITY OF THE U.S. GOVERNMENT TO SUPPORT THE SCALING UP NUTRITION (SUN) MOVEMENT. WE ALSO ENGAGED CHURCH WOMEN UNITED IN SECURING THE SIGNATURES OF 5,000 WOMEN ON A PETITION THANKING SECRETARY CLINTON FOR HER LEADERSHIP ON MATERNAL AND CHILD NUTRITION AND ENCOURAGING CONTINUED LEADERSHIP BY THE UNITED STATES. THE INSTITUTE CONVENED A MEETING AND FINALIZED A PAPER ON NUTRITION-SENSITIVE AGRICULTURAL DEVELOPMENT. THE INSTITUTE ALSO WORKED WITH INTERACTION'S FOOD POLICY WORKING GROUP ON RECOMMENDATIONS FOR THE G8'S NEW ALLIANCE FOR FOOD SECURITY AND NUTRITION, AN INITIATIVE TO STRENGTHEN PRIVATE-SECTOR CONTRIBUTIONS TO AFRICAN AGRICULTURE. 2972004 60000 OUTREACH AND ADVOCACY: BREAD FOR THE WORLD INSTITUTE'S HUNGER JUSTICE LEADERS EVENT IN JUNE BROUGHT 60 YOUNG MINISTERS AND CHURCH LEADERS TO WASHINGTON, D.C. FOR TRAINING AS ANTI-HUNGER ADVOCACY LEADERS WITHIN THEIR CONGREGATIONS. PARTICIPANT CAME FROM STRATEGIC LEGISLATIVE DISTRICTS AND A DIVERSITY OF CHRISTIAN TRADITIONS. ABOUT TWO-THIRDS OF THE GROUP WERE AFRICAN-AMERICANS AND LATINOS. BREAD FOR THE WORLD INSTITUTE CONTINUES ITS ANALYSIS AND EDUCATION ON THE IMMIGRATION ISSUE FOR SEVERAL YEARS, FOCUSING ON WAYS TO IMPROVE LIVELIHOOD OPPORTUNITIES IN THE RURAL AREAS OF MEXICO FROM WHICH MANY MIGRANTS COME. IN DECEMBER, THE INSTITUTE SET UP A STAFF WORK GROUP TO HELP SHIFT FROM RESEARCH TO A BROADER PROGRAM OF ADVOCACY. THE INSTITUTE SUPPORTS COMPREHENSIVE IMMIGRATION REFORM, WITH A FOCUS ON THOSE ELEMENTS OF REFORM THAT WILL REDUCE HUNGER AND POVERTY. 1094440 PUBLIC POLICY: BREAD FOR THE WORLD INSTITUTE HAS PUSHED TO STRENGTHEN THE FOCUS ON MATERNAL AND CHILD NUTRITION IN U.S. INTERNATIONAL DEVELOPMENT POLICY. IN THE LEAD-UP TO THE G8 SUMMIT IN MAY, THE INSTITUTE PARTNERED WITH OTHER ORGANIZATIONS, INCLUDING THE ALLIANCE TO END HUNGER, TO HOST A HIGH-LEVEL EVENT ON CHILD NUTRITION ON CAPITOL HILL. SPEAKERS INCLUDED SENIOR ADMINISTRATION OFFICIALS, MEMBERS OF CONGRESS, THE PRESIDENT OF TANZANIA, AND THE HEAD OF THE WORLD FOOD PROGRAM. PRESIDENT OBAMA GAVE A SPEECH ABOUT WORLD HUNGER THE NEXT DAY AND REAFFIRMED U.S. COMMITMENT TO IMPROVEMENTS IN CHILD NUTRITION.AN INSTITUTE BRIEFING PAPER MADE RECOMMENDATIONS ABOUT HOW TO STRENGTHEN THE U.S. GOVERNMENT'S CAPACITY TO HELP SCALE UP NUTRITION. WE CALLED FOR A HIGH-LEVEL FOCAL POINT TO HELP COORDINATE THE VARIOUS DEPARTMENTS AND OFFICES INVOLVED. THE INSTITUTE HELD A NOVEMBER EVENT WITH MFAN ON THESE ISSUES, AND USAID ANNOUNCED THAT IT WAS BEGINNING WORK ON A NUTRITION STRATEGY. 7581964 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 1 0 0 0 0 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 1 0 1 17 0 1 0 0 0 0 0 0 0 0 0 0 0 X 40 40 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 0 0 X X NANCY RHODES 2026399400 425 3RD STREET SW SUITE 1200 WASHINGTON DC 20024 DAVID MINER 1.00 1.00 X X 0 0 0 WILLIAM S EPPS 1.00 X X 0 0 0 ELIZABETH HENRY 1.00 1.00 X X 0 0 0 BOB TERRY 1.00 1.00 X X 0 0 0 JUDITH ANDREWS 1.00 X 0 0 0 NANCY ARNISON 1.00 X 0 0 0 DEBORAH BLUE 1.00 1.00 X 0 0 0 SUZANNE BROETJE 1.00 X 0 0 0 DAYNA CADE 1.00 1.00 X 0 0 0 ROBERT CAHILL JR 1.00 X 0 0 0 JUAN LUIS CALDERON 1.00 1.00 X 0 0 0 JOHN CARR 1.00 1.00 X 0 0 0 BISHOP RONALD CUNNINGHAM 1.00 1.00 X 0 0 0 LEE DE LEON 1.00 X 0 0 0 PIERRE DE VRIES 1.00 X 0 0 0 SENATOR ROBERT DOLE 1.00 1.00 X 0 0 0 BETTY ANNE DONNELLY 1.00 1.00 X 0 0 0 JAMESINA EVANS 1.00 X 0 0 0 RUTH FARRELL 1.00 1.00 X 0 0 0 MICHAEL GERSON 1.00 1.00 X 0 0 0 SANDRA F JOIREMAN 1.00 X 0 0 0 GERALD KOLSCHOWSKY 1.00 1.00 X 0 0 0 ALAN LARSON 1.00 X 0 0 0 JEREMY LEWIS 1.00 X 0 0 0 LEONARD LOVETT 1.00 1.00 X 0 0 0 BISHOP DENIS MADDEN 1.00 1.00 X 0 0 0 MEGAN MARSH 1.00 1.00 X 0 0 0 JOE MARTINGALE 1.00 1.00 X 0 0 0 NANCY MILLER 1.00 X 0 0 0 GYUDE MOORE 1.00 X 0 0 0 MAUREEN O'LEARY 1.00 1.00 X 0 0 0 ED PAYNE 1.00 X 0 0 0 REP LORETTA SANCHEZ 1.00 1.00 X 0 0 0 ARTHUR SIMON 1.00 X 0 0 0 MALCOLM STREET 1.00 1.00 X 0 0 0 BISHOP RICHARD THOMPSON 1.00 X 0 0 0 SHARON THORNBERRY 1.00 1.00 X 0 0 0 ELAINE VANCLEAVE 1.00 1.00 X 0 0 0 MARGARET WALLHAGEN 1.00 X 0 0 0 REP FRANK WOLF 1.00 1.00 X 0 0 0 DAVID M BECKMANN 23.30 12.00 X 123449 62506 28170 NANCY RHODES 19.70 18.00 X 82568 73967 18501 ALICE DUFF 16.00 16.00 X 72984 33033 9808 279001 169506 56479 1 0 1 0 THE GLOVER PARK GROUP LLC 1025 F STREET NW 9TH FLOOR WASHINGTON DC 200041409 GOV'T AFFAIRS CONSULTING SERVICES 757749 KYLE HOUSE GROUP LLC 888 17TH STREET NW SUITE 620 WASHINGTON DC 20006 POLITICAL & PUBLIC RELATIONS CONSULTING 507610 2 911506 8675969 42780 9587475 HONORARIUM 900099 1000 1000 1000 106073 106073 2406800 2406800 0 0 9694548 1000 0 106073 X 485931 485931 228558 180076 30013 18469 3302867 2835661 401832 65374 124233 100437 22618 1178 561255 445396 104940 10919 232221 193554 33272 5395 9621 9621 58665 13049 44581 1035 120371 120371 1190330 951768 163109 75453 82261 82261 174797 62175 107690 4932 263673 152005 101329 10339 454110 9568 444542 372480 335555 28264 8661 276039 236354 19662 20023 225586 157283 28500 39803 16654 351 16303 MEMBERSHIP SERVICES 380170 291248 126 88796 PRINTING AND PRODUCTION 238634 223932 14702 MISCELLANEOUS EXPENSES 49545 48075 1470 OVERHEAD EXPENSES 0 777285 -973986 196701 8848001 7581964 582416 683621 X 603047 385380 0 217667 1582659 2387831 1147641 648942 3321351 3190291 17361 181 1969391 547530 1526077 1421861 823616 2918853 1027743 253632 253007 9700080 10820966 356220 268162 2252549 2436709 2608769 2704871 X 1780303 3538683 4943522 4209926 367486 367486 7091311 8116095 9700080 10820966 846547 178237 0 X 0 1 X 1 0 X 8173943 6607072 6916270 8727137 9587475 40011897 8173943 6607072 6916270 8727137 9587475 40011897 21093417 18918480 88158 84914 77120 98096 106072 454360 40466257 150051 0.46750 0.53850 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 5407 5407 8722224 8727631 586382 146596 0 0 412161 476249 608320 586382 2083112 3124668 2162 20929 21155 5407 49653 103040 119062 152080 146596 520778 781167 401 4425 2086 6912 1885290 1000000 249052 177633 2956709 1790451 145064 10082 60307 1885290 1660947 129504 1790451 750869 910078 1660947 4000 746869 750869 0.85980 0.12430 0.01590 0 0 1428676 271759 1156917 513705 269469 244236 27010 6302 20708 1421861 DEFERRED RENT AND LEASE INCENTIVE LIABILITY 1415616 DUE TO BREAD 1009968 DUE TO THE ALLIANCE 11125 2436709 X 9872785 178237 178237 9694548 0 9694548 8848001 0 8848001 0 8848001 DESCRIPTION OF INTENDED USE OF ENDOWMENT FUNDS: PART V, LINE 4: TO PROVIDE PERMANENT CAPITAL AND AN ONGOING STREAM OF INCOME. DESCRIPTION OF UNCERTAIN TAX POSITIONS UNDER FIN 48: PART X, LINE 2: THE INSTITUTE PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2012, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. X X X X X 1 PDR II INC DBA SHARE GROUP 1400 16TH STREET SUITE B120 WASHINGTON DC 20036 TELEPHONE SOLICITATION 0 3765 110577 -106812 PUBLIC INTEREST COMMUNICATIONS INC 7700 LEESBURG PIKE SUITE 301 FALLS CHURCH VA 22043 TELEPHONE SOLICITATION 0 240 9794 -9554 4005 120371 -116366 1 AMERICAN JEWISH WORLD SERVICE 45 WEST 36TH STREET 11TH FLOOR NEW YORK NY 10018 222584370 501(C)(3) 250000 GENERAL SUPPORT ALLIANCE TO END HUNGER 425 3RD STREET NW SUITE 1200 WASHINGTON DC 20024 202803848 501(C)(3) 174431 EDUCATION AND OUTREACH FOOD RESOURCE BANK 4479 CENTRAL AVENUE WESTERN SPRING IL 60558 541940516 501(C)(3) 60000 BUILDING A RURAL CONSTITUENCY 3 0 PROCEDURE FOR MONITORING GRANTS IN THE U.S.: PART I, LINE 2: SCHEDULE I, PART I, LINE 2: THE SUBGRANTEE PARTICIPATES IN MONITORING MEETINGS HELD AT LEAST QUARTERLY WITH THE PROJECT COORDINATOR FROM THE GRANTEE ORGANIZATION. THE PURPOSE OF THE MONITORING MEETING IS TO REVIEW GRANTEE AND SUBGRANTEE ACTIVITIES AND TIMELINES IN ORDER TO ENSURE COMPLIANCE WITH THE GRANT AWARD AGREEMENT. THE SUBGRANTEE IS REQUIRED TO NOTIFY THE PROJECT COORDINATOR OF ANY ADJUSTMENTS IN THE SCOPE OF WORK OR TIMEFRAME FOR ACCOMPLISHING PROJECT ACTIVITIES SO THAT THE PROGRAM OFFICER OF THE GRANTING ORGANIZATION (THE FOUNDATION) CAN BE NOTIFIED. ANY ADJUSTMENTS IN THE SCOPE OF WORK OR TIMELINE PROPOSED BY THE SUBGRANTEE MUST BE APPROVED BY THE PROJECT COORDINATOR AND CAN ONLY BE CARRIED OUT WITH THE PRIOR APPROVAL OF THE INSTITUTE'S PROGRAM OFFICER. THE PROJECT COORDINATOR (THE GRANTEE) IS THE AUTHORIZED REPRESENTATIVE TO REQUEST PRIOR APPROVAL FROM THE PROGRAM OFFICER. THE SUBGRANTEE PREPARES A REPORT OF ACTIVITIES FOR THE PROJECT COORDINATOR. THE GRANTEE ORGANIZATION PREPARES THE PROJECT FINANCIAL REPORTS FOR THE GRANTING ORGANIZATION SHOWING DISTRIBUTION OF THE SUBGRANTEE AWARD. THE GRANTEE ALSO PROVIDES A NARRATIVE REPORT ON A SCHEDULE DETERMINED BY THE GRANTING ORGANIZATION IN THE GRANT AWARD AGREEMENT. THE GRANTEE NARRATIVE REPORT INCLUDES THE REPORT OF ACTIVITIES BY THE SUBGRANT. X 1 1 0 0 0 0 0 0 0 0 0 DAVID M BECKMANN 123449 62506 0 0 0 0 14458 7433 4147 2132 142054 72071 0 0 NANCY RHODES 82568 73967 0 0 0 0 9414 8597 256 234 92238 82798 0 0 PART I, LINE 1A A HOUSING ALLOWANCE IS A DESIGNATION FOR ANY ORDAINED, LICENSED, OR COMMISSIONED MINISTER WHO PROVIDES DOCUMENTATION THAT HE/SHE HAS BEEN ASSIGNED TO THE INSTITUTE AS PART OF HIS/HER MINISTRY. A MINISTER WHO RECEIVES A HOUSING ALLOWANCE MAY EXCLUDE THE ALLOWANCE FROM GROSS INCOME TO THE EXTENT IT IS USED TO PAY RENT, MORTGAGE, UTILITIES, REPAIRS, AND OTHER EXPENSES DIRECTLY RELATED TO PROVIDING A HOME. FOR THE YEAR ENDED DECEMBER 31, 2012, ONLY ONE PERSON RECEIVED A HOUSING ALLOWANCE. PART I, LINE 3 THE INSTITUTE DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF BREAD FOR THE WORLD, INC. (BREAD), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(4). PERIODICALLY, BREAD'S HUMAN RESOURCE DEPARTMENT RECEIVES GENERAL MARKET DATA FROM AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE IF SALARIES ARE IN LINE WITH ORGANIZATIONS OF SIMILAR MISSION AND/OR SIZE. A MORE THOROUGH MARKET ANALYSIS OF COMPENSATION OF SPECIFIC POSITIONS IS PROVIDED BY AN OUTSIDE COMPENSATION CONSULTANT ON AN AD HOC BASIS. THE PRESIDENT'S SALARY IS REVIEWED BY THE BOARD OF DIRECTORS ON A PERIODIC BASIS. THIS IS DISCUSSED AND DOCUMENTED IN THE EXECUTIVE SESSION. THESE NOTES ARE KEPT BY THE BOARD SECRETARY AND ARE NOT OPEN TO THE PUBLIC. HOWEVER, THE BOARD OF DIRECTORS DOES SEEK THE SAME INDEPENDENT COMPARISON DATA FOR THE PRESIDENT THAT BREAD SEEKS FOR ALL OTHER STAFF (INCLUDING OTHER MEMBERS OF THE EXECUTIVE TEAM). X 5 42780 FAIR MARKET VALUE 0 0 0 FORM 990, PART VI, SECTION B, LINE 11 THE CONTROLLER AND VICE PRESIDENT OF FINANCE COMPARE THE FEDERAL FORM 990 TO THE AUDITED FINANCIAL STATEMENTS. ALL VARIANCES ARE VERIFIED AGAINST SCHEDULES TO DETERMINE THAT THEY ARE CORRECT. FORM 990, PART VI, SECTION B, LINE 12C ON AN ANNUAL BASIS, MEMBERS OF THE BOARD OF DIRECTORS SIGN A NEW CONFLICT OF INTEREST STATEMENT. ANY POSSIBLE CONFLICTS LISTED ARE REVIEWED BY THE VICE-PRESIDENT OF FINANCE AND ADMINISTRATION TO DETERMINE IF THEY TRULY REFLECT A CONFLICT. IF SO, THE STATEMENTS ARE DISCUSSED WITH THE AUDIT COMMITTEE. IF THE COMMITTEE BELIEVES THE CONFLICT IS REAL, THE BOARD MEMBER IS ASKED TO EITHER RESIGN FROM THE BOARD OF DIRECTORS OR STOP THE ACTIVITY THAT IS CREATING THE CONFLICT. FORM 990, PART VI, SECTION B, LINE 15A THE INSTITUTE DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF BREAD FOR THE WORLD, INC. (BREAD), A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(4). PERIODICALLY, BREAD'S HUMAN RESOURCE DEPARTMENT RECEIVES GENERAL MARKET DATA FROM AN OUTSIDE COMPENSATION CONSULTANT TO DETERMINE IF SALARIES ARE IN LINE WITH ORGANIZATIONS OF SIMILAR MISSION AND/OR SIZE. A MORE THOROUGH MARKET ANALYSIS OF COMPENSATION OF SPECIFIC POSITIONS IS PROVIDED BY AN OUTSIDE COMPENSATION CONSULTANT ON AN AD HOC BASIS. THE PRESIDENT'S SALARY IS REVIEWED BY THE BOARD OF DIRECTORS ON A PERIODIC BASIS. THIS IS DISCUSSED AND DOCUMENTED IN THE EXECUTIVE SESSION. THESE NOTES ARE KEPT BY THE BOARD SECRETARY AND ARE NOT OPEN TO THE PUBLIC. HOWEVER, THE BOARD OF DIRECTORS DOES SEEK THE SAME INDEPENDENT COMPARISON DATA FOR THE PRESIDENT THAT BREAD SEEKS FOR ALL OTHER STAFF (INCLUDING OTHER MEMBERS OF THE EXECUTIVE TEAM). FORM 990, PART VI, SECTION C, LINE 19 THE INSTITUTE'S WEBSITE INCLUDES GOVERNANCE AND FINANCIAL INFORMATION. SEVERAL CHARITY AND BUSINESS RATING SITES, SUCH AS THE BETTER BUSINESS BUREAU AND CHARITY NAVIGATOR, ALSO POST THESE DOCUMENTS AND ADDITIONAL INFORMATION. THE INSTITUTE ALSO MAKES INFORMATION AVAILABLE TO THE PUBLIC UPON REQUEST. OTHER FEES FORM 990, PART IX, LINE 11G PRINTING AND GRAPHICS: PROGRAM SERVICE EXPENSES 189,557. MANAGEMENT AND GENERAL EXPENSES 32,485. FUNDRAISING EXPENSES 15,028. TOTAL EXPENSES 237,070. WEBSITE: PROGRAM SERVICE EXPENSES 37,026. MANAGEMENT AND GENERAL EXPENSES 6,345. FUNDRAISING EXPENSES 2,935. TOTAL EXPENSES 46,306. VIDEO AND CD PRODUCTION: PROGRAM SERVICE EXPENSES 32,118. MANAGEMENT AND GENERAL EXPENSES 5,504. FUNDRAISING EXPENSES 2,546. TOTAL EXPENSES 40,168. OUTREACH: PROGRAM SERVICE EXPENSES 597,379. MANAGEMENT AND GENERAL EXPENSES 102,375. FUNDRAISING EXPENSES 47,358. TOTAL EXPENSES 747,112. WRITING AND TRANSLATION: PROGRAM SERVICE EXPENSES 58,787. MANAGEMENT AND GENERAL EXPENSES 10,075. FUNDRAISING EXPENSES 4,660. TOTAL EXPENSES 73,522. MEDIA CONSULTING: PROGRAM SERVICE EXPENSES 12,422. MANAGEMENT AND GENERAL EXPENSES 2,129. FUNDRAISING EXPENSES 985. TOTAL EXPENSES 15,536. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 24,479. MANAGEMENT AND GENERAL EXPENSES 4,196. FUNDRAISING EXPENSES 1,941. TOTAL EXPENSES 30,616. FORM 990, PART V, LINE 2A: THE INSTITUTE DOES NOT DIRECTLY HIRE OR COMPENSATE EMPLOYEES. ALL EMPLOYEES ARE EMPLOYEES OF BREAD FOR THE WORLD, INC., A RELATED ORGANIZATION EXEMPT UNDER SECTION 501(C)(4). HOWEVER, THE TOTAL NUMBER OF BREAD EMPLOYEES THAT WERE SHARED WITH THE INSTITUTE WAS 72 AS OF DECEMBER 31, 2012. BREAD FOR THE WORLD INC 425 3RD STREET SW SUITE 1200 WASHINGTON DC 20024 132803276 ADVOCACY DC 501(C)(4) N/A N/A 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 BREAD FOR THE WORLD INC P 5105000 FMV