2012-12-03T10:07:10-07:00 2012-06-30 990 2011-07-01 530242962 PROJECT HOPE THE PEOPLE TO PEOPLE HEALTH FOUNDATION INC PROJ 5408372100 255 Carter Hall Lane Millwood VA 22646 Donald Hill 5408372100 2012-12-03 2011 2016-02-24 21:20:13Z Dr John P Howe 255 Carter Hall Lane Millwood VA 22646 223737893 0 X www.projecthope.org X 1958 DC Project HOPE is a global health education and humanitarian assistance not-for-profit organization. Project HOPE also publishes the leading journal on health policy, Health Affairs. 28 27 198 262 0 0 199606684 214063777 2082940 2382684 1955799 1182049 256489 248437 203901912 217876947 195562 284629 0 0 17517523 19512820 306105 477366 7703491 184344307 212245376 202363497 232520191 1538415 -14643244 64025519 48287500 13577526 20429405 50447993 27858095 Project HOPE focuses on health education and humanitarian assistance in these primary areas: chronic disease, infectious disease, women's and children's health, disaster relief and health system strengthening. In addition, HOPE supports the areas of focus through donated medicines and medical supplies, as well as volunteer medical assistance. Project HOPE also publishes the world's leading peer-reviewed journal on health policy, Health Affairs. 0 0 162819028 0 0 HUMANITARIAN ASSISTANCE - The mission of Project HOPE's Humanitarian Assistance program is twofold; provide emergency assistance where disasters strike and strengthen health education programs and facilities with medicines and medical products. While Project HOPE may not be among the first responders to bring medical products to an area affected by a natural or man-made disaster, our strategy is to provide long-term access to vital medicines, supplies and health education, even after the attention of the outside world wanes. HOPE also supports our international health education programs with donated product - items like pharmaceuticals, medical supplies and equipment - supplied by some of the world's leading corporations. These products range from lifesaving antibiotics to sophisticated medical equipment used to teach the latest surgical techniques. Over the course of our history, HOPE has shipped nearly $2 billion in humanitarian assistance around the world. 49643108 284317 0 HEALTH EDUCATION - Project HOPE helps to educate and train the staff necessary to operate hospitals, clinics and community health programs in the poorest regions of the world. Programs range from the training of community health promoters in areas such as primary care, reproductive health, and maternal and children's health, to the establishment of highly specialized, tertiary care postgraduate medical programs in fields such as nursing and health professional continuing education. We use a "train-the-trainer" methodology in which local health professionals are taught how to teach others what they have learned through HOPE's programs. This approach has resulted in more than 2 million health care workers trained over the course of our history. 7896320 312 2382684 HEALTH POLICY - Project HOPE owns and publishes Health Affairs, the leading journal of health policy and thought research. The peer-reviewed journal appears monthly in print with additional daily online web exclusive materials. Published since 1981, The Washington Post has called Health Affairs the bible of health policy. Susan Dentzer, formerly head of PBS NewsHour's health unit, serves as Editor-in-Chief. All papers undergo external peer review and are authored by leading academics from fields that intersect with health policy such as economics, public health, sociology, political science, medicine and nursing, to name a few. Government policymakes and health industry decision makers from the U.S. and around the globe also write for and read the publication and its website. Health Affairs is available via subscription and every article the journal has ever published is available online at www.healthaffairs.org. All abstracts, tables of contents and many articles are available for free online. The journal is also free to online readers from the lowest income nations. 652507 0 0 VOLUNTEER EFFORTS - Project HOPE was founded on the willingness of doctors, nurses and other medical volunteers to travel the globe on a floating hospital ship - the SS HOPE- to provide medical care, health education and humanitarian assistance to people in need. While we now operate land-based programs in more than 35 countries, Project HOPE, in partnership with the U.S. Navy, sends medical volunteers on board ships around the world to provide medical care, health education, and humanitarian assistance. Since partnering with the U.S. Navy in early 2005 to provide tsunami relief, Project HOPE has participated in more than 29 humanitarian assistance and health education missions with more than 1,200 HOPE volunteers. These missions have provided care to more than 806,000 people, offered health education to more than 221,000 and delivered nearly $35 million in donated medicines and medical supplies. 652507 0 0 221010963 1 1 0 0 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 1 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 106 0 1 198 1 0 1 AM BK CH DR EG EZ GT HA HO HU ID IN KG KZ MI MK MX MZ NU PE PL RO RS SF TH TI TX UP UZ WA 0 0 0 1 1 0 0 0 0 X 28 27 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK AL AR AZ CA FL GA HI IL KS KY LA MA MD ME MI MN MS NC ND NH NJ NM NY OH OK OR PA RI SC TN UT VA WA WI WV X X X Donald Hill 5408372100 255 Carter Hall Lane Millwood VA 22646 Mr George B Abercombie 3 X 0 0 0 Mr William F Brandt Jr 3 X 0 0 0 Mr Richard T Clark 3 X 0 0 0 Mr John D Fowler 3 X 0 0 0 Mr John W Galiardo 3 X 0 0 0 Julie Gerberding MD 3 X 0 0 0 Jack M Gill PhD 3 X 0 0 0 Bernard A Harris Jr MD 3 X 0 0 0 Mr Edward J Ludwig 3 X 0 0 0 Mr Dennis J Manning 3 X 0 0 0 Mr Gerhard N Mayr 3 X 0 0 0 J Michael McQuade PhD 3 X 0 0 0 Mr Viren Mehta 3 X 0 0 0 Mr Walter G Montgomery 3 X 0 0 0 Ms Phebe Novakovic 3 X 0 0 0 Mr Dayton Ogden 3 X 0 0 0 Mr Steven B Pfeiffer Esq 3 X 0 0 0 Admiral Gary Roughead 3 X 0 0 0 Mr Stephen H Rusckowski 3 X 0 0 0 Dr Charles A Sanders 3 X 0 0 0 Mr Curt M Selquist 3 X 0 0 0 Mr Marshall Smith 3 X 0 0 0 Louis W Sullivan MD 3 X 0 0 0 Mr Henri A Termeer 3 X 0 0 0 Mr Christian Weinrank 3 X 0 0 0 Ms Karen Welke 3 X 0 0 0 Mr Bradley A J Wilson 3 X 0 0 0 John P Howe III MD 40 X X 655534 0 26571 Susan Dentzer 40 X 316265 0 31282 Abul Hashem 40 X 215387 0 20528 Stuart L Myers 40 X 241897 0 18052 M Miriam Wardak 40 X 247156 0 14383 Michael D Maves MD 40 X 106818 0 4611 Anthony T Burchard 40 X 171021 0 14208 Deborah R Iwig 40 X 276977 0 18722 Richard A Rumsey 40 X 0 0 0 Donald M Hill 40 X 0 0 0 Frederick E Gerber II 40 X 193652 0 15382 Rand F Walton 40 X 173279 0 19487 Jane Hiebert-White 40 X 183463 0 23584 Donald E Metz 40 X 190579 0 18208 Kendra E Davenport 40 X 172951 0 12030 3144979 0 237048 41 0 1 0 Chapman Cubine Adams and Hussey 1600 Wilson Boulevard Suite 300 Arlington VA 22209 Direct Response Marketing Consultants 603767 Aedifos Group LLC 1425 Blue Sky Circle Unit 5-206 Erie CO 80021 Program specific consultant 1947211 Blackbaud PO Box 930256 Atlanta GA 311930256 Fundraising database management 274513 Burness Communications 7910 Woodmont Ave Suite 700 Bethesda MD 20814 Communications and Promotion Marketing 300697 Vertis Communications 4221 Forbes Boulevard Suite 111 Lanham MD 20706 Direct response marketing 297921 16 112301 0 1541813 0 8920607 203489056 174013389 214063777 Subscription Revenue 511120 2382684 2382684 0 0 0 0 0 0 2382684 873925 0 0 873925 0 0 0 0 447036 0 0 447036 306369 0 269653 0 36716 0 36716 0 0 36716 5462547 58545 5212968 0 249579 58545 308124 0 0 308124 80500 80500 378325 -297825 0 -297825 0 0 0 0 0 0 0 0 0 0 0 0 62510 62510 0 0 62510 217876947 2445194 0 1367976 0 0 0 0 284629 284629 2293532 884631 1149525 259376 13905314 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-647978 -647978 217876947 235009302 2023662 0 0 0 2023662 232985640 0 -465449 -465449 232520191 SchD_P03_S00_L04 Schedule D, Part III, Line 4 Historical landmarks and collections donated to Project HOPE including the Carter Hall estate and multiple historical buildings in Millwood, Virginia. The buildings are located on a large piece of land and the foundation has its headquarters located on the land. Project HOPE also uses the property to provide a conference center. SchD_P05_S00_L04 Schedule D, Part V, Line 4 Project HOPE's endowments were set-up to provide income for programmatic expenses. There is one endowment to cover the start-up expenses for a Technical Director. There is a Health Affairs endowment that provides income for special projects within this program area. There is also an endowment which has no restrictions on the income. The income is used for general support of the organization. SchD_P10_S00_L02 Schedule D, Part X, Line 2 The Foundation is exempt from federal income taxes under Section 501(c)(3) of the Internal Revenue Code, except on activities unrelated to its exempt purpose. In addition, the Foundation qualifies for the charitable contribution deduction and has been classified as an organization that is not a private foundation. On July 1, 2009, the Foundation adopted the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Foundation may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes, and accounting in interim periods. Management evaluated the Foundation's tax positions and concluded that the Foundation had taken no uncertain tax positions that require adjustment to the financial statements to comply with the provisions of federal, state or local tax authorities for years before 2008. SchD_P11_S00_L08 Schedule D, Part XI, Line 8 Pension related changes other than net periodic pension cost SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Foreign currency loss ($182,528.84), Pension related changes other than net periodic pension costs ($6,992,358) SchD_P12_S00_L04b Schedule D, Part XII, Line 4b Rental Expenses Conference Center ($269,653.45) Gala Expenses ($378,324.62) SchD_P13_S00_L04b Schedule D, Part XIII, Line 4b Rental Expenses Conference Center ($269,653), Foreign Currency Loss $182,529, Gala Expenses ($378,325) 1 Russia and the newly independent States 10 108 Program Services Infectious Disease 78335592 Central America and the Caribbean 6 50 Program Services Maternal and Child Healthcare, Infectious Disease 60710624 Middle East and North Africa 1 4 Program Services Health Strengthening Systems 27803730 Europe (including Iceland and Greenland) 4 10 Program Services Health Strengthening Systems, Maternal and Child Healthcare 22201828 Sub-Saharan Africa 12 87 Program Services Infectious Disease, Maternal and Child Healthcare 6004487 East Asia and the Pacific 5 22 Program Services Chronic Disease, Health Strengthening Systems, Maternal and Child Helathcare 4345041 South Asia 2 4 Program Services Chronic Disease, Health Strengthening Systems, Maternal and Child Healthcare 460669 South America 1 8 Program Services Maternal and Child Healthcare 162808 North America (including Canada and Mexico, but not the United States) 1 4 Program Services Chronic Disease 156142 Sub-Saharan Africa Grantmaking grants 153113 East Asia and the Pacific Grantmaking grants 112915 Europe (including Iceland and Greenland) Grantmaking grants 13906 South Asia Grantmaking grants 1798 Central America and the Caribbean Grantmaking grants 2800 South America Grantmaking grants 97 42 297 200465550 Sub-Saharan Africa The objective of the grant is to increase and strengthen livelihoods options for vulnerable households in Sofala Province through accumulating savings and credit associations (ASCAs), particularly involving People Living with AIDS, Orphan and Vulnerable Children, Female Headed Households, pre and post natal women by 2013. The project will cover all 13 districts of Sofala and, in order to ensure outreach and appropriate targeting strategy it will focus on identifying, training and accompanying community facilitators, who will be closely working in mobilizing and assisting CBOs under ComCHASS Project in Sofala. Consistent with ASCAs methodology, capacity development for both community facilitators and CBOs will cover key aspects such as organizational development, gender, financial literacy, small business development and management. 57551 Wire transfer payments Sub-Saharan Africa The grant objective is to increase and strengthen livelihoods options for vulnerable households in Manica Province through accumulating savings and credit associations (ASCAS), particularly involving People Living with AIDS, Orphan and Vulnerable Children, Female Headed Households, pre and post natal women by 2013. The project will cover all 9 districts of Manica and, in order to ensure outreach and appropriate targeting strategy it will focus on identifying, training and accompanying community facilitators, 2 per district, who will be closely working in mobilizing and assisting CBOs under ComCHASS Project in Manica. Consistent with ASCAS methodology, capacity development for both community facilitators and CBOs will cover key aspects such as organizational development, gender, financial literacy, small business development and management. 34899 Wire transfer payments Sub-Saharan Africa The grant objective is to increase and strengthen livelihoods options for vulnerable households in Inhambane Province through accumulating savings and credit associations (ASCAs), particularly involving People Living with AIDS, Orphan and Vulnerable Children, Female Headed Households, pre and post natal women by 2013. The project will cover 5 districts of Inhambane Province and, in order to ensure outreach and appropriate targeting strategy it will focus on identifying, training and accompanying community facilitators, 2 per district, who will be closely working in mobilizing and assisting CBOs under ComCHASS Project in Inhambane. Consistent with ASCAs methodology, capacity development for both community facilitators and CBOs will cover key aspects such as organizational development, gender, financial literacy, small business development and management. 30567 Wire transfer payments Sub-Saharan Africa The grant objective is to increase and strengthen livelihoods options for vulnerable households in Manica Province through accumulating savings and credit associations (ASCAS), particularly involving People Living with AIDS, Orphan and Vulnerable Children, Female Headed Households, pre and post natal women by 2013. The project will cover all 9 districts of Manica and, in order to ensure outreach and appropriate targeting strategy it will focus on identifying, training and accompanying community facilitators, 2 per district, who will be closely working in mobilizing and assisting CBOs under ComCHASS Project in Manica. Consistent with ASCAS methodology, capacity development for both community facilitators and CBOs will cover key aspects such as organizational development, gender, financial literacy, small business development and management. 28941 Wire transfer payments 0 4 Fellowships East Asia and the Pacific 25 112915 cash payment 0 Fellowships Europe (including Iceland and Greenland) 60 13906 cash payment 0 Fellowships Central America and the Caribbean 2 2800 cash payment 0 Fellowships South Asia 2 1798 cash payment 0 Fellowships Sub-Saharan Africa 1 1155 cash payment 0 Fellowships South America 2 97 cash payment 0 0 0 0 0 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 Project HOPE establishes budgets for field activities based on program designs, work plans and agreements with program sponsors. Funds are transferred from Project HOPE headquarters to field offices in order to fund field activities based on the approved budgets. Expenditures and program activities are monitored and evaluated against budgets. Appropriate and timely adjustments are made to bring actual activities and expenditures in line with budgets. Project Hope, being subject to the Office of Management and Budget Circular A-133, "Audits of States, Local Governments and Non-Profit Organizations" monitors award recipient organizations to determine whether award recipient has a) met the audit requirements of Circular A-133, and b) is in compliance with Federal laws and regulations. Foreign award recipient organizations not subject to audit requirements under OMB Circular A-133 must complete Project HOPE's Audit Certification and Financial Status Questionnaire. Foreign award recipient organizations must provide Project HOPE with a Data Universal Numbering System number (DUNS). Project HOPE has issued cost reimbursement type grants under contract in Mozambique. The recipient organization provides Project HOPE with a monthly progress report summarizing all project activities and expenditures. Each monthly progress report details the recipient organization's progress on the work plan under the grant and specifies the recipient's proposed work plan for the next period. It is the expectation of the parties that the original scope of work will be completed within the original budget. Detailed monitoring plans, which include site visits by Project HOPE staff, are adhered to and updated annually. X X X X X X X 1 Chapman Cubine Adams and Hussey 1600 Wilson Boulevard Suite 300 Arlington VA 22209 Direct Mail - House, Sustainer and Prospect Fundraising 0 5218425 432366 4786059 The Sharpe Group 8700 Trail Lake Drive Suite 222 Memphis TN 38125 Consultant for Planned Giving Fundraising 0 0 45000 -45000 5218425 477366 4741059 AK AL AR AZ CA CO CT DC DE FL GA HI IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NH NJ NM NY OH OK OR PA RI SC TN TX UT VA WA WI WV Annual Gala 1621420 1540920 80500 0 0 20200 140841 17537 222266 0 0 1621420 1540920 80500 0 0 20200 140841 17537 222266 400844 -320344 X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 John P Howe III MD 580534 0 75000 0 0 0 17150 0 11994 0 684678 0 0 0 Susan Dentzer 298765 0 17500 0 0 0 17150 0 16268 0 349683 0 0 0 Anthony T Burchard 171021 0 0 0 0 0 10388 0 5662 0 187071 0 0 0 Abul Hashem 191191 0 24196 0 0 0 6397 0 16201 0 237985 0 0 0 Deborah R Iwig 253138 0 23839 0 0 0 17150 0 4083 0 298210 0 0 0 Stuart L Myers 227897 0 14000 0 0 0 16443 0 3745 0 262085 0 0 0 M Miriam Wardak 228406 0 18750 0 0 0 13385 0 3134 0 263675 0 0 0 Frederick E Gerber II 188652 0 5000 0 0 0 5867 0 11038 0 210557 0 0 0 Rand F Walton 173279 0 0 0 0 0 5355 0 15634 0 194268 0 0 0 Kendra E Davenport 172951 0 0 0 0 0 11156 0 2352 0 186459 0 0 0 Jane Hiebert-White 181463 0 2000 0 0 0 9528 0 15588 0 208579 0 0 0 Donald E Metz 188579 0 2000 0 0 0 13008 0 6732 0 210319 0 0 0 SchJ_P01_S00_L01a Schedule J, Part I, Line 1a Discretionary Spending Account - The executive officers at Project HOPE receive a monthly auto allowance. This income is treated as taxable income and included in the total compensation. Housing Allowance or Residence for Personal Use - The President and CEO receives a monthly housing allowance as part of his comprehensive compensation package. This income is treated as taxable income and included in the total compensation. On an irregular basis, it is necessary for the Foundation to provide housing facilities to certain employees, including the executive officers. Such housing is provided for the convenience of the Foundation at The Project HOPE Health Sciences Education Center when it is necessary for employees to be at the Center at irregular hours. X 108 Fair Market Value X 14 437498 Fair Market Value X 124 173571101 Wholesale Price X Supplies 5 4682 Fair Market Value 0 1 0 F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b A copy of Project HOPE's final form 990 (including required schedules), to be filed with the IRS, was provided to the Board of Director's Chair of the Audit Committee. Before this review, the 990 was also reviewed by all of Project HOPE's executive officers. The 990 was prepared by staff and reviewed by the organization's tax accountant. Each member of the Board of Directors receives a copy of the 990 before the form is submitted to the IRS. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c At the time of hire, all staff are notified of Project HOPE's Conflict of Interest policy and have the obligation to disclose any perceived or real area of potential or actual conflict of interest. At least annually, all staff must acknowledge a re-statement of compliance. Subsequent to hire, and for the duration of their employment with Project HOPE, all employees are obligated to disclose any area of potential or actual conflict of interest. The members of the Board of Directors are also required to submit a signed conflict of interest questionnaire annually. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 Project HOPE's Management Development and Compensation Committee of the Board establishes the overall compensation philosophy for the organization including the relation of base salaries and total compensation to market and the components of compensation. Additionally, it establishes the organizational and individual performance goals for the Chief Executive Officer. Annually, said Committee reviews the performance of the Chief Executive Officer and recommends any compensation changes. With the same frequency, the Management Development and Compensation Committee oversee all aspects of compensation provided to other executives to ensure compliance with the intermediate sanctions provisions of the Internal Revenue Code. The Committee further prepares regular reports disclosing committee actions and recommendations to the full Board of Directors in performing their duties related to the determination of officer compensation, the Management Development and Compensation Committee relies on support from an independent external compensation consultant who has been engaged by the Committee. Overall, the Committee follows standard protocols and intermediate sanctions guidelines which include the three procedural requirements for earning the presumption of reasonableness: 1. Compensation actions are approved in advance by the Management Development and Compensation Committee members, none of whom have a conflict of interest with respect to the proposed actions. 2. The Board and Committee obtains or relies upon appropriate data as the comparability of the compensation or fair market value of the consideration, and 3. The Committee documents the basis for its determination adequately and contemporaneously. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Project HOPE's governing documents and conflict of interest policies are available upon request. The annual report is available on Project HOPE's website www.projecthope.org. the financials are also available upon request. F990_P11_S00_L05 Form 990, Part XI, Line 5 Unrealized Loss on investments ($954,296), Pension related changes other than net periodic pension cost ($6,992,358)