PACT INC: Form 990, tax year 2020
View the entire original 990 at ProPublica ↗
- Organization
- PACT INC (EIN 13-2702768)
- Tax period
- 2020-10-01 to 2021-09-30
- Filed
- 2022-06-22
- IRS object ID
- 202221739349301222
- Schema version
- 2020v4.2
- 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 I
- Schedule J
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2022-06-22T12:25:02-05:00 | ReturnTs |
| Tax Period End | 2021-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 366055558 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANT THORNTON LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1000 WILSON BOULEVARD SUITE 1400 | AddressLine1Txt |
| City | ARLINGTON | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22209 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2020-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 132702768 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PACT INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PACT | BusinessNameControlTxt |
| Phone | 2024665666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 3RD STREET NE NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA BARBEE | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 2024665666 | PhoneNum |
| Signature | 2022-06-22 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | SAMANTHA | PersonFirstNm |
| Person Last | BARBEE | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARY TORRETTA | PreparerPersonNm |
| PTIN | P00847851 | PTIN |
| Phone | 7038477500 | PhoneNum |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 0 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2020 | TaxYr |
| Build TS | 2022-09-23 18:48:47Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | CAROLINE ANSTEY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 3RD STREET NE NO 400 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $176,497,057 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PACTWORLD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | PACT ENABLES SYSTEMIC SOLUTIONS THAT ALLOW THOSE WHO ARE POOR AND MARGINALIZED TO EARN A DIGNIFIED LIVING, BE HEALTHY, AND TAKE PART IN THE BENEFITS THAT NATURE PROVIDES. PACT ACCOMPLISHES THIS BY STRENGTHENING LOCAL CAPACITY, FORGING EFFECTIVE GOVERNANCE SYSTEMS, AND TRANSFORMING MARKETS INTO A FORCE FOR DEVELOPMENT. | ActivityOrMissionDesc |
| Voting Members Governing Body | 11 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 11 | VotingMembersIndependentCnt |
| Total Employee | 194 | TotalEmployeeCnt |
| Total Volunteers | 11 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $125,885,510 | PYContributionsGrantsAmt |
| CY Contributions Grants | $167,277,502 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $0 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $494,076 | CYProgramServiceRevenueAmt |
| PY Investment Income | -$1,105,330 | PYInvestmentIncomeAmt |
| CY Investment Income | -$41,464 | CYInvestmentIncomeAmt |
| PY Other Revenue | $8,366,100 | PYOtherRevenueAmt |
| CY Other Revenue | $6,529,656 | CYOtherRevenueAmt |
| PY Total Revenue | $133,146,280 | PYTotalRevenueAmt |
| CY Total Revenue | $174,259,770 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $59,533,478 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $77,991,821 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $44,644,596 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $48,850,295 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $17,461 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $24,311,131 | PYOtherExpensesAmt |
| CY Other Expenses | $42,693,590 | CYOtherExpensesAmt |
| PY Total Expenses | $128,489,205 | PYTotalExpensesAmt |
| CY Total Expenses | $169,535,706 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $4,657,075 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $4,724,064 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $42,828,323 | TotalAssetsBOYAmt |
| Total Assets EOY | $57,821,489 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $30,790,520 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $40,657,154 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,037,803 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $17,164,335 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PACT ENABLES SYSTEMIC SOLUTIONS THAT ALLOW THOSE WHO ARE POOR AND MARGINALIZED TO EARN A DIGNIFIED LIVING, BE HEALTHY, AND TAKE PART IN THE BENEFITS THAT NATURE PROVIDES. (CONTINUED IN SCHEDULE O) | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $37,799,030 | ExpenseAmt |
| Grant | $22,898,810 | GrantAmt |
| Revenue | $37,799,030 | RevenueAmt |
| Desc | KIPYA KIZAZI: CARING FOR CHILDREN AND EMPOWERING YOUNG PEOPLEPACT ENABLES MILLIONS OF TANZANIAN ORPHANS AND VULNERABLE CHILDREN (OVC) AND YOUNG PEOPLE AFFECTED BY HIV AND THEIR CAREGIVERS TO UTILIZE AGE APPROPRIATE HIV-RELATED AND OTHER SERVICES FOR IMPROVED CARE, HEALTH, NUTRITION, EDUCATION, PROTECTION, LIVELIHOODS AND PSYCHOLOGICAL WELLBEING. TO ACHIEVE IT'S GOAL OF ENSURING CHILDREN AND YOUTH THRIVE AND SURVIVE THROUGH SUSTAINABLE IMPROVEMENTS IN HEALTH AND SOCIAL WELLBEING, THE KIZAZI KIPYA PROGRAM COLLABORATES WITH CIVIL SOCIETY ORGANIZATIONS (CSOS), THE GOVERNMENT OF TANZANIA (GOT) AT NATIONAL, REGIONAL AND DISTRICT LEVELS, COMMUNITIES, AND OTHER STAKEHOLDERS. THROUGHOUT THE PROJECT'S (CONTINUED ON SCHEDULE O) LIFESPAN IT CONTINUED TO EXCEED ITS TARGETS. IN FY21 ALONE THE PROGRAM PROVIDED OVC PROGRAM SERVICES IN 85 COUNCILS ACROSS 24 REGIONS IN MAINLAND TANZANIA AND 1 REGION IN UNGUJA-ZANZIBAR THROUGH 43 CSOS AND 3 CONSORTIUM PARTNERS. OVER THE LIFE OF THE PROJECT FROM 2016-2021 KIZAZI KIPYA INCREASED THE HEALTH AND WELL-BEING OF 1,234,426 TANZANIAN ORPHANS AND VULNERABLE CHILDREN (OVC) AND YOUNG PEOPLE AFFECTED BY HIV, AND 469,624 CAREGIVERS. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $14,839,887 | ExpenseAmt |
| Grant | $6,014,556 | GrantAmt |
| Revenue | $14,839,887 | RevenueAmt |
| Desc | Z-CHPPPACT IMPLEMENTS USAID'S FLAGSHIP ZAMBIA COMMUNITY HIV PREVENTION PROJECT IN 11 TARGETED DISTRICTS IN ZAMBIA, WORKING CLOSELY WITH AND STRENGTHENING A RANGE OF LOCAL ORGANIZATIONS AND INSTITUTIONS TO ACCELERATE PROGRESS IN THE FIGHT AGAINST HIV AND AIDS. THE PROJECT'S GOAL IS TO REDUCE NEW HIV INFECTIONS, WITH A KEY FOCUS ON PEOPLE LIVING WITH HIV (PLHIV), DISCORDANT COUPLES, ADOLESCENT GIRLS AND YOUNG WOMEN (AGYW), MOBILE POPULATIONS, AND OTHER HIGH-RISK GROUPS. IN FY 2021, THE PROJECT REACHED 5,281 PEOPLE WHO ARE HIV POSITIVE WITH INTERVENTIONS INCLUDING HIGH-IMPACT HIV SERVICES. THE PROJECT DISTRIBUTED 3,567,050 CONDOMS TO TARGET PRIORITY POPULATIONS, (CONTINUED ON SCHEDULE O) IDENTIFIED 5,102 HIV POSITIVE PEOPLE LINKING THEM TO TREATMENT, AND SUCCESSFULLY GRADUATED 210,683 ADOLESCENT GIRLS AND YOUNG WOMEN FROM THE DREAMS PROGRAM. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $9,979,236 | ExpenseAmt |
| Grant | $4,409,010 | GrantAmt |
| Revenue | $9,979,236 | RevenueAmt |
| Desc | ADVANCING COMMUNITY EMPOWERMENT IN SOUTHEASTERN MYANMAR (ACESM) PACT, IN PARTNERSHIP WITH 57 LOCAL AND THREE INTERNATIONAL PARTNERS, IMPLEMENTS USAID'S FLAGSHIP MYANMAR INTEGRATED LOCAL GOVERNANCE PROJECT IN 3,414 VILLAGES ACROSS THE COUNTRY'S SOUTHEAST REGION. BY SUPPORTING INCLUSIVE AND DEMOCRATIC DECISION-MAKING, ACE EMPOWERS COMMUNITIES TO TAKE CONTROL OF THEIR OWN DEVELOPMENT. THE ACE PROJECT HAS BROUGHT ACCESS TO QUALITY HEALTH SERVICES TO 54,319 INDIVIDUALS, SUPPORTED SCHOOLS EDUCATING 140,192 STUDENTS, IMPROVED ACCESS TO FINANCE FOR 3,836 WOMEN, AND IMPROVED SANITATION FACILITIES FOR 5,842 PEOPLE. (CONTINUED ON SCHEDULE O)TO ADDRESS THE URGENT NEEDS OF THE REGION'S MOST VULNERABLE PEOPLE, ACE HAS DIRECTED FOOD AND SUPPLIES TO MORE THAN 30,000 DISPLACED PERSONS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $82,245,026 | ExpenseAmt |
| Grant | $44,669,445 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $82,245,026 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $44,669,445 | TotalOtherProgSrvcGrantAmt |
| Total Program Service Expenses | $144,863,179 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 194 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | BO | ForeignCountryCd |
| Foreign Country | CB | ForeignCountryCd |
| Foreign Country | CO | ForeignCountryCd |
| Foreign Country | CF | ForeignCountryCd |
| Foreign Country | DR | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Foreign Country | ID | ForeignCountryCd |
| Foreign Country | KE | ForeignCountryCd |
| Foreign Country | LI | ForeignCountryCd |
| Foreign Country | LT | ForeignCountryCd |
| Foreign Country | MA | ForeignCountryCd |
| Foreign Country | MI | ForeignCountryCd |
| Foreign Country | BM | ForeignCountryCd |
| Foreign Country | NP | ForeignCountryCd |
| Foreign Country | NI | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | WZ | ForeignCountryCd |
| Foreign Country | TZ | ForeignCountryCd |
| Foreign Country | TH | ForeignCountryCd |
| Foreign Country | UP | ForeignCountryCd |
| Foreign Country | ZA | ForeignCountryCd |
| Foreign Country | ZI | ForeignCountryCd |
| Foreign Country | BY | ForeignCountryCd |
| Foreign Country | RW | ForeignCountryCd |
| Foreign Country | UK | ForeignCountryCd |
| Foreign Country | WA | ForeignCountryCd |
| Foreign Country | SO | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 11 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 11 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SAMANTHA BARBEE | PersonNm |
| Phone | 2024665666 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1140 3RD STREET NE | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20002 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| MARK FITZGERALD | ||||||||||
| BOARD CHAIR | 5.00 | 5.00 | Yes (X) | $0 | $0 | $0 | ||||
| MIKE DAHL | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| JEREMY NGUNZE | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| OKSANA RUDA | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ANDREW KASHANGAKI | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| MUSA MWENYE | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| JOHN GRIMES | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| ELLEN VARNEY | ||||||||||
| BOARD MEMBER | 1.00 | 1.00 | Yes (X) | $0 | $0 | $0 | ||||
| LISA THOMAS | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| HEIDI KUJAWA | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| XIA LIU | ||||||||||
| BOARD MEMBER | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | ||||
| CAROLINE ANSTEY | ||||||||||
| PRES & CEO (BEG 03/2020) | 40.00 | 10.00 | $335,357 | $0 | $1,100 | Yes (X) | ||||
| MARIA BARTON | ||||||||||
| GC & CHIEF COMPLIANCE OFF. | 40.00 | 10.00 | $277,972 | $0 | $9,931 | Yes (X) | ||||
| SAMANTHA BARBEE | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | 10.00 | $258,258 | $0 | $18,309 | Yes (X) | ||||
| MICHELLE JONES | ||||||||||
| CHIEF HUMAN CAP OFF | 40.00 | 0.00 | $133,952 | $0 | $20,736 | Yes (X) | ||||
| CARLOS A CARAZANA | ||||||||||
| INT. PRESIDENT & CEO | 40.00 | 10.00 | $124,896 | $0 | $0 | Yes (X) | ||||
| RICHARD HARRSION | ||||||||||
| MD, SMART POWER MYANMAR | 40.00 | 0.00 | $353,565 | $0 | $40,275 | Yes (X) | ||||
| FAHMID KARIM BHUIYA MD | ||||||||||
| COO, PGMF | 5.00 | 40.00 | $310,678 | $0 | $44,580 | Yes (X) | ||||
| KURT A MACLEOD | ||||||||||
| REGIONAL VP | 40.00 | 0.00 | $245,180 | $0 | $49,267 | Yes (X) | ||||
| BRIAN VO | ||||||||||
| VP, SOCIAL INVEST. & ALT FIN. | 40.00 | 0.00 | $245,393 | $0 | $44,189 | Yes (X) | ||||
| MARY CHRISTINE OWEN | ||||||||||
| COUNTRY DIRECTOR/COP, THAILAND | 40.00 | 0.00 | $240,611 | $0 | $40,637 | Yes (X) | ||||
| ANTON N PESTANA | ||||||||||
| GLOBAL COUNTRY DIRECTOR | 40.00 | 0.00 | $230,914 | $0 | $31,402 | Yes (X) | ||||
| SABINE JOUKES | ||||||||||
| COUNTRY DIRECTOR, CAMBODIA | 40.00 | 0.00 | $221,881 | $0 | $32,961 | Yes (X) | ||||
| RANAHNAH AFRIYE | ||||||||||
| REGIONAL DIRECTOR, AFRICA | 40.00 | 0.00 | $220,767 | $0 | $29,957 | Yes (X) | ||||
| JASON MEIKLE | ||||||||||
| DEPUTY DIRECTOR, PGMF | 40.00 | 40.00 | $205,004 | $0 | $34,532 | Yes (X) | ||||
| KATE MUSIMWA | ||||||||||
| SR.REGIONAL DIRECTOR AFRICA | 40.00 | 0.00 | $190,516 | $0 | $46,181 | Yes (X) | ||||
| MARILYN G SANGIWA | ||||||||||
| VP, GLOBAL HEALTH | 40.00 | 0.00 | $203,130 | $0 | $30,956 | Yes (X) | ||||
| LESLIE F MITCHELL | ||||||||||
| COUNTRY DIRECTOR-KENYA | 40.00 | 0.00 | $209,095 | $0 | $22,999 | Yes (X) | ||||
| EUGENE JAMES GRALL | ||||||||||
| REGIONAL DIRECTOR, AE | 40.00 | 0.00 | $204,288 | $0 | $24,786 | Yes (X) | ||||
| JENNIFER A MULIK | ||||||||||
| PROJECT DIRECTOR - ACHIEVE | 40.00 | 0.00 | $190,258 | $0 | $33,266 | Yes (X) | ||||
| NICOLE MILLER | ||||||||||
| COUNTRY DIRECTOR-SWAZILAND | 40.00 | 0.00 | $177,802 | $0 | $37,812 | Yes (X) | ||||
| BREGEITA JEFFERSON | ||||||||||
| VP - BUSINESS OPERATIONS | 40.00 | 0.00 | $156,572 | $0 | $30,554 | Yes (X) | ||||
| LARRY ROBERT KREMER | ||||||||||
| SENIOR DIRECTOR, ENERGY SERVICES | 40.00 | 0.00 | $220,122 | $0 | $25,803 | Yes (X) | ||||
| CHRISTOPHER T WYROD | ||||||||||
| CHIEF OF PARTY - REGIONAL | 40.00 | 0.00 | $186,762 | $0 | $18,967 | Yes (X) | ||||
| BARRY FLAMING | ||||||||||
| SENIOR AFOLU ADVISOR - REGIONAL | 40.00 | 0.00 | $167,512 | $0 | $29,263 | Yes (X) | ||||
| MATTHEW S CULLINEN | ||||||||||
| SENIOR DIRECTOR, RENEWABLE ENERGY | 40.00 | 0.00 | $161,599 | $0 | $22,849 | Yes (X) | ||||
| MAMUNUR RASHID | ||||||||||
| FINANCE DIRECTOR - PACT PGMF | 5.00 | 40.00 | $154,745 | $0 | $24,740 | Yes (X) | ||||
| MARK VISO | ||||||||||
| PRES & CEO (THRU 07/2019) | 0.00 | 0.00 | $222,820 | $0 | $0 | Yes (X) | ||||
| NATASHA SAKOLSKY | ||||||||||
| EXECUTIVE DIRECTOR PACT INSTITUTE | 0.00 | 40.00 | $118,840 | $0 | $36,261 | Yes (X) | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $5,968,489 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $782,313 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 71 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RSM US LLP | |||||
| 331 W 3RD STREET SUITE 200 | DAVENPORT | IA | 52801 | PROFESSIONAL CONSULTING SERVICES | $202,273 |
| ADAPTIVE INSIGHTS LLC | |||||
| 2300 GENG ROAD SUITE 100 | PALO ALTO | CA | 94303 | PROFESSIONAL TECHNICAL SUPPORTS | $124,982 |
| BDO USA LLP | |||||
| 8401 GREENSBORRO DRIVE SUITE 800 | MCLEAN | VA | 22102 | PROFESSIONAL ADVISORY SERVICES | $120,902 |
| HEAD GLOBAL LLC | |||||
| 703 NEWTON PLACE NW UNIT 1 | WASHINGTON | DC | 20010 | PROFESSIONAL EMPLOYMENT SERVICES | $109,614 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Related Organizations | $4,409,427 | RelatedOrganizationsAmt |
| Government Grants | $154,023,149 | GovernmentGrantsAmt |
| All Other Contributions | $8,844,926 | AllOtherContributionsAmt |
| Total Contributions | $167,277,502 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROJECT INCOME | 900099 | $452,887 | $452,887 |
| CAPACITY SOLUTIONS LICENSE FEE | 900099 | $41,189 | $41,189 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $494,076 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,047 | TotalRevenueColumnAmt |
| Exclusion | $51,047 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,138,151 | SecuritiesAmt |
| Other | $1,006,625 | OtherAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,008,297 | SecuritiesAmt |
| Other | $1,228,990 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $129,854 | SecuritiesAmt |
| Other | -$222,365 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$92,511 | TotalRevenueColumnAmt |
| Exclusion | -$92,511 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| AFFILIATE ADMIN FEES | 900099 | $6,032,905 | $6,032,905 | |
| OTHER REVENUE | 900099 | $496,751 | $496,751 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,529,656 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $174,259,770 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,526,981 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $455,287 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,451,374 | TotalAmt |
| Program Services | $15,451,374 | ProgramServicesAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,540,447 | TotalAmt |
| Program Services | $62,540,447 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,103,481 | TotalAmt |
| Program Services | $1,164,465 | ProgramServicesAmt |
| Management And General | $1,939,016 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,827,680 | TotalAmt |
| Program Services | $26,346,815 | ProgramServicesAmt |
| Management And General | $8,478,639 | ManagementAndGeneralAmt |
| Fundraising | $2,226 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,361,598 | TotalAmt |
| Program Services | $3,315,094 | ProgramServicesAmt |
| Management And General | $46,504 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,469,580 | TotalAmt |
| Program Services | $2,179,399 | ProgramServicesAmt |
| Management And General | $3,289,761 | ManagementAndGeneralAmt |
| Fundraising | $420 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,087,956 | TotalAmt |
| Program Services | $1,514,908 | ProgramServicesAmt |
| Management And General | $572,878 | ManagementAndGeneralAmt |
| Fundraising | $170 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $208,522 | TotalAmt |
| Program Services | $113,587 | ProgramServicesAmt |
| Management And General | $94,935 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $423,754 | TotalAmt |
| Program Services | $205,449 | ProgramServicesAmt |
| Management And General | $218,305 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,000 | TotalAmt |
| Management And General | $16,000 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,243,211 | TotalAmt |
| Program Services | $5,442,878 | ProgramServicesAmt |
| Management And General | $1,791,971 | ManagementAndGeneralAmt |
| Fundraising | $8,362 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,062 | TotalAmt |
| Program Services | $900,399 | ProgramServicesAmt |
| Management And General | $260,380 | ManagementAndGeneralAmt |
| Fundraising | $6,283 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,001,064 | TotalAmt |
| Program Services | $886,389 | ProgramServicesAmt |
| Management And General | $1,114,675 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,805,242 | TotalAmt |
| Program Services | $2,004,246 | ProgramServicesAmt |
| Management And General | $2,800,996 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,677,316 | TotalAmt |
| Program Services | $2,654,422 | ProgramServicesAmt |
| Management And General | $22,894 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $15,144,906 | TotalAmt |
| Program Services | $15,136,387 | ProgramServicesAmt |
| Management And General | $8,519 | ManagementAndGeneralAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $183,316 | TotalAmt |
| Program Services | $52 | ProgramServicesAmt |
| Management And General | $183,264 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $316,571 | TotalAmt |
| Program Services | $23 | ProgramServicesAmt |
| Management And General | $316,548 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $328,919 | TotalAmt |
| Program Services | $63,344 | ProgramServicesAmt |
| Management And General | $265,575 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| VEHICLE EXPENSE | $916,951 | $916,905 | $46 |
| EQUIPMENT | $857,623 | $758,457 | $99,166 |
| AFFILIATE ADMIN COST | $843,516 | $1,123,029 | -$279,513 |
| RECRUITMENT | $231,277 | $168,819 | $62,458 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,328,340 | TotalAmt |
| Program Services | $1,976,291 | ProgramServicesAmt |
| Management And General | $3,352,049 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $169,535,706 | TotalAmt |
| Program Services | $144,863,179 | ProgramServicesAmt |
| Management And General | $24,655,066 | ManagementAndGeneralAmt |
| Fundraising | $17,461 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,816 | BOYAmt |
| EOY | $37,131 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,696,081 | BOYAmt |
| EOY | $38,226,493 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,301,627 | BOYAmt |
| EOY | $6,030,926 | EOYAmt |
Oth Notes Loans Receivable Net OthNotesLoansReceivableNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $156,370 | BOYAmt |
| EOY | $144,247 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,503,962 | BOYAmt |
| EOY | $1,693,466 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $6,766,927 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $4,647,418 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $906,801 | BOYAmt |
| EOY | $2,119,509 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,793,549 | BOYAmt |
| EOY | $3,263,709 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $156,370 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,464,117 | BOYAmt |
| EOY | $6,149,638 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,828,323 | BOYAmt |
| EOY | $57,821,489 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,430,847 | BOYAmt |
| EOY | $22,089,296 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,321,351 | BOYAmt |
| EOY | $12,809,934 | EOYAmt |
Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,999,348 | BOYAmt |
| EOY | $14,983 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,038,974 | BOYAmt |
| EOY | $5,742,941 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,790,520 | BOYAmt |
| EOY | $40,657,154 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,037,803 | BOYAmt |
| EOY | $17,164,335 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,037,803 | BOYAmt |
| EOY | $17,164,335 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $42,828,323 | BOYAmt |
| EOY | $57,821,489 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $4,724,064 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $291,990 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | -$129,263 | PriorPeriodAdjustmentsAmt |
| Other Changes In Net Assets | $239,741 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | 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 (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
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 | $115,950,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,470,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,650,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,885,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,277,502 | CurrentTaxYearAmt |
| Total | $649,233,638 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $115,950,384 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $119,470,020 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $120,650,222 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $125,885,510 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $167,277,502 | CurrentTaxYearAmt |
| Total | $649,233,638 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total170 | $649,233,638 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $138,530 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $274,422 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $201,364 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $120,603 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $51,047 | CurrentTaxYearAmt |
| Total | $785,966 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $540 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $13,298 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $74,962 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $83,676 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $496,751 | CurrentTaxYearAmt |
| Total | $669,227 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $650,688,831 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $20,727,848 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.99780 | PublicSupportCY170Pct |
| Public Support PY170 | 0.99810 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME - 2016 AMOUNT: $ 540. 2017 AMOUNT: $ 13,298. 2018 AMOUNT: $ 74,962. 2019 AMOUNT: $ 83,676. 2020 AMOUNT: $ 496,751. | ExplanationTxt |
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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $767,257 | OtherCostOrOtherBasisAmt |
| Depreciation | $279,285 | DepreciationAmt |
| Book Value | $487,972 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,693,775 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,173,088 | DepreciationAmt |
| Book Value | $520,687 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $4,305,895 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,195,045 | DepreciationAmt |
| Book Value | $1,110,850 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $2,119,509 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DUE FROM RELATED PARTY | Desc |
| Book Value | $6,149,638 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $6,149,638 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| DEFERRED RENT | $5,116,000 |
| DUE TO RELATED PARTY | $626,941 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $5,742,941 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $185,982,682 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $291,990 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $11,446,922 | OtherRevenueAmt |
| Revenue Not Reported | $11,738,912 | RevenueNotReportedAmt |
| Revenue Subtotal | $174,243,770 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $16,000 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $16,000 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $174,259,770 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $185,308,729 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $15,789,023 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $15,789,023 | ExpensesNotReportedAmt |
| Expenses Subtotal | $169,519,706 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $16,000 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $16,000 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $169,535,706 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION RECEIVES CONSOLIDATED FINANCIAL STATEMENTS WHICH INCLUDES THE FOLLOWING INFORMATION: PACT, INC. IS EXEMPT FROM FEDERAL INCOME TAX UNDER IRC SECTION 501(C)(3), THOUGH THEY ARE SUBJECT TO TAX ON INCOME UNRELATED TO THE ORGANIZATIONS' EXEMPT PURPOSE, UNLESS THAT INCOME IS OTHERWISE EXCLUDED BY THE CODE. THE ORGANIZATION HAS PROCESSES PRESENTLY IN PLACE TO ENSURE THE MAINTENANCE OF ITS TAX-EXEMPT STATUS; TO IDENTIFY AND REPORT UNRELATED INCOME; TO DETERMINE ITS FILING AND TAX OBLIGATIONS IN JURISDICTIONS FOR WHICH IT HAS NEXUS; AND TO IDENTIFY AND EVALUATE OTHER MATTERS THAT MAY BE CONSIDERED TAX POSITIONS. THE ORGANIZATION HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | PACT INSTITUTE REVENUE FROM OCTOBER 1 - APRIL 30 11,207,181. WRITE-OFF OF PAYABLE 239,741. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | PACT INSTITUTE EXPENSES FROM OCTOBER 1 - APRIL 30 15,789,023. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (32 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | 1 | 16 | PROGRAM SERVICES | CAPACITY DEVELOPMENT PROGRAMS | $582,467 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | EXTRACTIVES PROGRAMS | $2,610 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | HEALTH PROGRAMS | $945,025 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | PROGRAM SERVICES | NATURAL RESOURCE MANAGEMENT PROGRAMS | $870 |
| EAST ASIA AND THE PACIFIC | 19 | 76 | PROGRAM SERVICES | CAPACITY DEVELOPMENT PROGRAMS | $3,651,232 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | ENERGY PROGRAMS | $1,953 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | ENGAGING MARKETS PROGRAMS | $1,335,371 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | GOVERNANCE PROGRAMS | $3,805,130 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | HEALTH PROGRAMS | $2,099,326 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | LIVELIHOODS PROGRAMS | $1,938,430 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | PROGRAM SERVICES | NATURAL RESOURCE MANAGEMENT PROGRAMS | $1,105,063 |
| RUSSIA AND NEIGHBORING STATES | 3 | 49 | PROGRAM SERVICES | CAPACITY DEVELOPMENT PROGRAMS | $1,690,868 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | ENGAGING MARKETS PROGRAMS | $8,806 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | GOVERNANCE PROGRAMS | $1,527,217 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | PROGRAM SERVICES | HEALTH PROGRAMS | $96,712 |
| SOUTH AMERICA | 2 | 45 | PROGRAM SERVICES | CAPACITY DEVELOPMENT PROGRAMS | $1,306,451 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | ENGAGING MARKETS PROGRAMS | $167,816 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | GOVERNANCE PROGRAMS | $604,470 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | HEALTH PROGRAMS | $49,044 |
| SOUTH AMERICA | 0 | 0 | PROGRAM SERVICES | LIVELIHOODS PROGRAMS | $536,150 |
| SUB-SAHARAN AFRICA | 40 | 986 | PROGRAM SERVICES | CAPACITY DEVELOPMENT PROGRAMS | $30,783,287 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | ENGAGING MARKETS PROGRAMS | $3,677,933 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | EXTRACTIVES PROGRAMS | $15,769 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | GOVERNANCE PROGRAMS | $4,627,680 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | HEALTH PROGRAMS | $29,183,406 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | LIVELIHOODS PROGRAMS | $5,846,571 |
| SUB-SAHARAN AFRICA | 0 | 0 | PROGRAM SERVICES | NATURAL RESOURCE MANAGEMENT PROGRAMS | $1,398,843 |
| CENTRAL AMERICA AND THE CARIBBEAN | 0 | 0 | GRANT MAKING | N/A | $1,681,427 |
| EAST ASIA AND THE PACIFIC | 0 | 0 | GRANT MAKING | N/A | $8,545,002 |
| RUSSIA AND NEIGHBORING STATES | 0 | 0 | GRANT MAKING | N/A | $1,943,254 |
| SOUTH AMERICA | 0 | 0 | GRANT MAKING | N/A | $2,558,087 |
| SUB-SAHARAN AFRICA | 0 | 0 | GRANT MAKING | N/A | $47,812,677 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 20 | SubtotalOfficesCnt |
| Subtotal Employees | 92 | SubtotalEmployeesCnt |
| Continuation Total Office | 45 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 1080 | ContinuationTotalEmployeeCnt |
| Total Office | 65 | TotalOfficeCnt |
| Total Employee | 1172 | TotalEmployeeCnt |
| Subtotal Spent | $10,324,658 | SubtotalSpentAmt |
| Continuation Spent | $149,204,289 | ContinuationSpentAmt |
| Total Spent | $159,528,947 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (23 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| CENTRAL AMERICA AND THE CARIBBEAN | CAPACITY DEVELOPMENT PROGRAMS | $672,571 | WIRE TRANSFER |
| CENTRAL AMERICA AND THE CARIBBEAN | HEALTH PROGRAMS | $1,008,856 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | CAPACITY DEVELOPMENT PROGRAMS | $2,950,502 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | ENGAGING MARKETS PROGRAMS | $738,162 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | GOVERNANCE PROGRAMS | $2,239,749 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | HEALTH PROGRAMS | $1,894,681 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | LIVELIHOODS PROGRAMS | $432,625 | WIRE TRANSFER |
| EAST ASIA AND THE PACIFIC | NATURAL RESOURCE MANAGEMENT PROGRAMS | $289,283 | WIRE TRANSFER |
| RUSSIA AND NEIGHBORING STATES | CAPACITY DEVELOPMENT PROGRAMS | $1,050,801 | WIRE TRANSFER |
| RUSSIA AND NEIGHBORING STATES | ENGAGING MARKETS PROGRAMS | $11,596 | WIRE TRANSFER |
| RUSSIA AND NEIGHBORING STATES | GOVERNANCE PROGRAMS | $854,116 | WIRE TRANSFER |
| RUSSIA AND NEIGHBORING STATES | HEALTH PROGRAMS | $26,741 | WIRE TRANSFER |
| SOUTH AMERICA | CAPACITY DEVELOPMENT PROGRAMS | $1,315,280 | WIRE TRANSFER |
| SOUTH AMERICA | ENGAGING MARKETS PROGRAMS | $24,564 | WIRE TRANSFER |
| SOUTH AMERICA | GOVERNANCE PROGRAMS | $1,159,907 | WIRE TRANSFER |
| SOUTH AMERICA | HEALTH PROGRAMS | $11,016 | WIRE TRANSFER |
| SOUTH AMERICA | LIVELIHOODS PROGRAMS | $47,321 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | CAPACITY DEVELOPMENT PROGRAMS | $9,245,802 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | ENGAGING MARKETS PROGRAMS | $2,662,394 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | GOVERNANCE PROGRAMS | $2,031,320 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | HEALTH PROGRAMS | $26,331,233 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | LIVELIHOODS PROGRAMS | $7,094,335 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | NATURAL RESOURCE MANAGEMENT PROGRAMS | $447,593 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 23 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | I. PURPOSE: TO SYNTHESIZE THE COMPLIANCE REQUIREMENTS FOR SUBRECIPIENT MONITORING. PROPER MONITORING SHOULD MEASURE PROGRESS TOWARD TARGETED RESULTS AND ENSURE THAT RESOURCES ARE USED ONLY FOR THE INTENDED PURPOSE. THIS POLICY IS APPLICABLE TO ALL SUBRECIPIENTS, DOMESTIC OR FOREIGN, RECEIVING FUNDS FROM PACT. II. POLICY: PACT, AS A PRIME RECIPIENT, IS RESPONSIBLE FOR MANAGING AND MONITORING SUBRECIPIENTS. III. PROCEDURE: THERE IS NOT A SINGLE METHOD FOR MONITORING SUBRECIPIENTS OR ONE TEMPLATE BECAUSE PROJECTS VARY BY THEIR NATURE AND REQUIREMENTS. MONITORING PLANS MUST BE DEVELOPED SPECIFIC TO A GRANTS PROGRAM. A SOUND MONITORING PLAN SHOULD CAPTURE THE PROGRESS MADE TO ACCOMPLISH THE OBJECTIVES FOR WHICH THE AWARD WAS MADE. HOWEVER, THERE ARE CERTAIN COMMON ELEMENTS THAT COMPRISE GOOD MONITORING PLANS. THESE ARE: 1. PERFORMANCE REPORTS - THE TERMS AND CONDITIONS OF THE AWARD TO THE SUBRECIPIENT WILL PRESCRIBE THE FREQUENCY WITH WHICH PERFORMANCE REPORTS SHALL BE SUBMITTED. THEY SHOULD GENERALLY CONTAIN: (A) A COMPARISON OF ACTUAL ACCOMPLISHMENTS WITH THE GOALS AND OBJECTIVES ESTABLISHED FOR THE PERIOD AND (B) REASONS WHY ESTABLISHED GOALS WERE NOT MET IF THEY WERE NOT MET. REPORTS SHOULD ALSO DESCRIBE PROBLEMS, DELAYS, OR ADVERSE CONDITIONS THAT MATERIALLY IMPAIR THE ABILITY TO MEET THE OBJECTIVES OF THE AWARD AND INCLUDE A STATEMENT OF THE ACTION TAKEN OR CONTEMPLATED AND ANY ASSISTANCE NEEDED TO RESOLVE THE SITUATION. 2. FINANCIAL REPORTS - THE TYPE AND FREQUENCY OF REPORTING REQUIRED WILL BE ESTABLISHED IN THE AWARD. NORMALLY, THE FREQUENCY OF FINANCIAL REPORTS IS BASED ON THE PROJECT NEEDS FOR EFFECTIVE MONITORING AND MANAGEMENT OF OUTCOMES AND SUBRECIPIENT RISK LEVEL. 3. SITE VISITS - TO REVIEW FINANCIAL AND PROGRAMMATIC RECORDS AND OBSERVE OPERATIONS, PERIODIC SITE VISITS MAY BE CONDUCTED. NEW SUBRECIPIENTS AND THOSE OTHERWISE CONSIDERED HIGHER-RISK MAY REQUIRE CLOSER MONITORING. IV. AUDIT OF SUBRECIPIENTS: NON-U.S. SUBRECIPIENTS ARE SUBJECT TO MONITORING BY PACT FOLLOWING APPLICABLE US GOVERNMENT AUDIT COMPLIANCE REQUIREMENTS, WHERE APPROPRIATE. |
| PART III ACCOUNTING METHOD: | |
| PART I, LINE 3: | THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (23 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN BAR ASSOCIATION RULE OF LAW INITIATIVE | |||||||||
| 1050 CONNECTICUT AVENUE NW SUITE | 400 | WASHINGTON | DC | 20036 | 360723150 | 501(C)(3) | $2,398,503 | $0 | GRANT FOR PEACE BUILDING AND JUDICIAL CAPACITY DEVELOPMENT |
| BAO SYSTEM LLC | |||||||||
| 2900 K ST NW SUITE 507 | WASHINGTON | DC | 20007 | 832463666 | $157,964 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | ||
| BRAC-USA | |||||||||
| 110 WILLIAM STREET 18TH FLOOR | NEW YORK | NY | 10038 | 208456741 | 501(C)(3) | $31,855 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | |
| ELIZABETH GLASER PEDIATRIC AIDS FOUNDATION | |||||||||
| 1140 CONNECTICUT AVENUE NW | WASHINGTON | DC | 20036 | 954191698 | 501(C)(3) | $432,080 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | |
| INTERNEWS NETWORK | |||||||||
| POBOX 4448 | ARCATA | CA | 95518 | 943027961 | 501(C)(3) | $277,585 | $0 | GRANT FOR HUMAN RIGHTS PROTECTIONS PROJECT | |
| JHPIEGO CORPORATION | |||||||||
| 1615 THAMES STREET | BALTIMORE | MD | 21231 | 237424444 | 501(C)(3) | $5,410,842 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | |
| JOHN HOPKINS UNIVERSITY | |||||||||
| 3910 KESWICK RD NUM N4327-B | BALTIMORE | MD | 21211 | 475649093 | 501(C)(3) | $23,783 | $0 | GRANT FOR HEALTH/HIV PREVENTION PROJECT | |
| LADYSMITH SPC | |||||||||
| 535 20TH AVE E UNIT 101 | SEATTLE | WA | 98112 | 824196511 | 501(C)(3) | $21,000 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | |
| MAKING CENTS INTERNATIONAL | |||||||||
| 1350 CONNECTICUT AVE NW SUITE 410 | WASHINGTON | DC | 20036 | 841672193 | 501(C)(3) | $82,947 | $0 | GRANT FOR HEALTH/HIV PREVENTION PROJECT | |
| MERCY CORPS | |||||||||
| 45 SW ANKENY STREET | PORTLAND | OR | 97204 | 911148123 | 501(C)(3) | $639,827 | $0 | GRANT FOR PARTNERSHIP FOR LOCAL DEVELOPMENT PROJECT | |
| NO MEANS NO WORLDWIDE | |||||||||
| 1765 GREENSBORO STATION PL 900 | MCLEAN | VA | 22102 | 464183160 | 501(C)(3) | $3,539 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | |
| PALLADIUM INTERNATIONAL LLC | |||||||||
| 1331 PENNSYLVANIA AVENUE NW | WASHINGTON | DC | 20004 | 200137383 | 501(C)(3) | $972,516 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | |
| PHANDEEYAR FOUNDATION | |||||||||
| 24A TROLLEY SQUARE 2271 | WILMINGTON | DE | 19806 | 810752175 | 501(C)(3) | $8,400 | $0 | GRANT FOR PARTNERSHIP FOR LOCAL DEVELOPMENT PROJECT | |
| PLAN INTERNATIONAL USA INC | |||||||||
| 155 PLAN WAY | NORTH SMITHFIELD | RI | 02896 | 135661832 | 501(C)(3) | $642,653 | $0 | GRANT FOR COMMUNITY HIV PREVENTION PROJECT | |
| POPULATION MEDIA CENTER INC (PMC) | |||||||||
| 30 KIMBALL AVE SUITE 302 | BURLINGTON | VT | 05403 | 030358029 | 501(C)(3) | $10,000 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | |
| SCIENCE APPLICATIONS INTERNATIONALS CORPORATION | |||||||||
| 12010 SUNSET HILLS ROAD RESTON | RESTON | VA | 20190 | 461932921 | 501(C)(3) | $25,000 | $0 | GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT | |
| SAVE THE CHILDREN FEDERATION INC | |||||||||
| 501 KING HIGHWAY EAST | FAIRFIELD | CT | 06825 | 060726487 | 501(C)(3) | $893,906 | $0 | GRANT FOR PARTNERSHIP FOR LOCAL DEVELOPMENT PROJECT | |
| SOLIDARIDAD NORTH AMERICA | |||||||||
| 2120 UNIVERSITY AVENUE | BERKELEY | CA | 94704 | 461528546 | 501(C)(3) | $37,809 | $0 | GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT | |
| TECHNOSERVE INC | |||||||||
| 1777 N KENT STREET SUITE 1100 | ARLINGTON | VA | 22209 | 132626135 | 501(C)(3) | $480,412 | $0 | GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT | |
| UNIVERSITY OF RHODE ISLAND | |||||||||
| 79 UPPER COLLEGE ROAD | KINGSTON | RI | 02881 | 056014351 | 501(C)(3) | $805,746 | $0 | GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT | |
| WI-HER LLC | |||||||||
| 8212 OLD COURTHOUSE ROAD | VIENNA | VA | 22182 | 263355555 | $132,538 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | ||
| WORLD VISION INC | |||||||||
| 34834 WEYERHAEUSER WAY SOUTH | FEDERAL WAY | WA | 98063 | 953202116 | 501(C)(3) | $420,589 | $0 | GRANT FOR CHILDREN IMPACTED BY HIV PROJECT | |
| WORLD RESOURCES INSTITUTE | |||||||||
| 10 G STREET NE SUITE 800 | WASHINGTON | DC | 20002 | 521257057 | 501(C)(3) | $1,541,880 | $0 | GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 21 | Total501c3OrgCnt |
| Total Other Org | 2 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | I. PURPOSE: TO SYNTHESIZE THE COMPLIANCE REQUIREMENTS FOR SUBRECIPIENT MONITORING. PROPER MONITORING SHOULD MEASURE PROGRESS TOWARD TARGETED RESULTS AND ENSURE THAT RESOURCES ARE USED ONLY FOR THE INTENDED PURPOSE. THIS POLICY IS APPLICABLE TO ALL SUBRECIPIENTS, DOMESTIC OR FOREIGN, RECEIVING FUNDS FROM PACT. II. POLICY: PACT, AS A PRIME RECIPIENT, IS RESPONSIBLE FOR MANAGING AND MONITORING SUBRECIPIENTS. III. PROCEDURE: THERE IS NOT A SINGLE METHOD FOR MONITORING SUBRECIPIENTS OR ONE TEMPLATE BECAUSE PROJECTS VARY BY THEIR NATURE AND REQUIREMENTS. MONITORING PLANS MUST BE DEVELOPED SPECIFIC TO A GRANTS PROGRAM. A SOUND MONITORING PLAN SHOULD CAPTURE THE PROGRESS MADE TO ACCOMPLISH THE OBJECTIVES FOR WHICH THE AWARD WAS MADE. HOWEVER, THERE ARE CERTAIN COMMON ELEMENTS THAT COMPRISE GOOD MONITORING PLANS. THESE ARE: 1. PERFORMANCE REPORTS - THE TERMS AND CONDITIONS OF THE AWARD TO THE SUBRECIPIENT WILL PRESCRIBE THE FREQUENCY WITH WHICH PERFORMANCE REPORTS SHALL BE SUBMITTED. THEY SHOULD GENERALLY CONTAIN: (A) A COMPARISON OF ACTUAL ACCOMPLISHMENTS WITH THE GOALS AND OBJECTIVES ESTABLISHED FOR THE PERIOD AND (B) REASONS WHY ESTABLISHED GOALS WERE NOT MET IF THEY WERE NOT MET. REPORTS SHOULD ALSO DESCRIBE PROBLEMS, DELAYS, OR ADVERSE CONDITIONS THAT MATERIALLY IMPAIR THE ABILITY TO MEET THE OBJECTIVES OF THE AWARD AND INCLUDE A STATEMENT OF THE ACTION TAKEN OR CONTEMPLATED AND ANY ASSISTANCE NEEDED TO RESOLVE THE SITUATION. 2. FINANCIAL REPORTS - THE TYPE AND FREQUENCY OF REPORTING REQUIRED WILL BE ESTABLISHED IN THE AWARD. THE FREQUENCY OF THE FINANCIAL REPORTS WILL BE DETERMINED BASED ON PROJECT NEEDS FOR EFFECTIVE MONITORING AND MANAGEMENT OF OUTCOMES AND SUBRECIPIENT RISK LEVEL. LOW RISK SUBRECIPIENTS MAY HAVE LESS FREQUENT FINANCIAL REPORTING BUT NOT LESS FREQUENTLY THAN ANNUALLY. 3. SITE VISITS - TO REVIEW FINANCIAL AND PROGRAMMATIC RECORDS AND OBSERVE OPERATIONS, PERIODIC SITE VISITS MAY BE CONDUCTED DEPENDING ON THE SUBRECIPIENT RISK LEVEL. NEW SUBRECIPIENTS AND THOSE OTHERWISE CONSIDERED HIGHER-RISK MAY REQUIRE CLOSER MONITORING. IV. AUDIT OF SUBRECIPIENTS: U.S. NONPROFIT SUBRECIPIENTS EXPENDING $750,000 OR MORE IN FEDERAL AWARDS DURING THEIR FISCAL YEAR ARE SUBJECT TO AUDIT REQUIREMENTS IN 2CFR 200.501. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (27 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| RICHARD HARRSION | ||||||||||||||
| MD, SMART POWER MYANMAR | $218,275 | $0 | $0 | $0 | $135,290 | $0 | $21,981 | $0 | $18,294 | $0 | $393,840 | $0 | $0 | $0 |
| FAHMID KARIM BHUIYA MD | ||||||||||||||
| COO, PGMF | $246,708 | $0 | $0 | $0 | $63,970 | $0 | $25,652 | $0 | $18,928 | $0 | $355,258 | $0 | $0 | $0 |
| CAROLINE ANSTEY | ||||||||||||||
| PRES & CEO (BEG 03/2020) | $332,500 | $0 | $0 | $0 | $2,857 | $0 | $0 | $0 | $1,100 | $0 | $336,457 | $0 | $0 | $0 |
| KURT A MACLEOD | ||||||||||||||
| REGIONAL VP | $243,890 | $0 | $0 | $0 | $1,290 | $0 | $31,758 | $0 | $17,509 | $0 | $294,447 | $0 | $0 | $0 |
| BRIAN VO | ||||||||||||||
| VP, SOCIAL INVEST. & ALT FIN. | $245,123 | $0 | $0 | $0 | $270 | $0 | $22,596 | $0 | $21,593 | $0 | $289,582 | $0 | $0 | $0 |
| MARIA BARTON | ||||||||||||||
| GC & CHIEF COMPLIANCE OFF. | $275,992 | $0 | $0 | $0 | $1,980 | $0 | $0 | $0 | $9,931 | $0 | $287,903 | $0 | $0 | $0 |
| MARY CHRISTINE OWEN | ||||||||||||||
| COUNTRY DIRECTOR/COP, THAILAND | $179,527 | $0 | $0 | $0 | $61,084 | $0 | $20,492 | $0 | $20,145 | $0 | $281,248 | $0 | $0 | $0 |
| SAMANTHA BARBEE | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $257,568 | $0 | $0 | $0 | $690 | $0 | $9,583 | $0 | $8,726 | $0 | $276,567 | $0 | $0 | $0 |
| ANTON N PESTANA | ||||||||||||||
| GLOBAL COUNTRY DIRECTOR | $158,092 | $0 | $0 | $0 | $72,822 | $0 | $11,768 | $0 | $19,634 | $0 | $262,316 | $0 | $0 | $0 |
| SABINE JOUKES | ||||||||||||||
| COUNTRY DIRECTOR, CAMBODIA | $154,569 | $0 | $0 | $0 | $67,312 | $0 | $15,724 | $0 | $17,237 | $0 | $254,842 | $0 | $0 | $0 |
| RANAHNAH AFRIYE | ||||||||||||||
| REGIONAL DIRECTOR, AFRICA | $155,501 | $0 | $0 | $0 | $65,266 | $0 | $17,194 | $0 | $12,763 | $0 | $250,724 | $0 | $0 | $0 |
| LARRY ROBERT KREMER | ||||||||||||||
| SENIOR DIRECTOR, ENERGY SERVICES | $202,893 | $0 | $0 | $0 | $17,229 | $0 | $10,583 | $0 | $15,220 | $0 | $245,925 | $0 | $0 | $0 |
| JASON MEIKLE | ||||||||||||||
| DEPUTY DIRECTOR, PGMF | $147,853 | $0 | $0 | $0 | $57,151 | $0 | $15,260 | $0 | $19,272 | $0 | $239,536 | $0 | $0 | $0 |
| KATE MUSIMWA | ||||||||||||||
| SR.REGIONAL DIRECTOR AFRICA | $189,797 | $0 | $0 | $0 | $719 | $0 | $24,795 | $0 | $21,386 | $0 | $236,697 | $0 | $0 | $0 |
| MARILYN G SANGIWA | ||||||||||||||
| VP, GLOBAL HEALTH | $201,150 | $0 | $0 | $0 | $1,980 | $0 | $22,282 | $0 | $8,674 | $0 | $234,086 | $0 | $0 | $0 |
| LESLIE F MITCHELL | ||||||||||||||
| COUNTRY DIRECTOR-KENYA | $163,598 | $0 | $0 | $0 | $45,497 | $0 | $14,751 | $0 | $8,248 | $0 | $232,094 | $0 | $0 | $0 |
| EUGENE JAMES GRALL | ||||||||||||||
| REGIONAL DIRECTOR, AE | $163,613 | $0 | $0 | $0 | $40,675 | $0 | $10,209 | $0 | $14,577 | $0 | $229,074 | $0 | $0 | $0 |
| JENNIFER A MULIK | ||||||||||||||
| PROJECT DIRECTOR - ACHIEVE | $189,568 | $0 | $0 | $0 | $690 | $0 | $24,687 | $0 | $8,579 | $0 | $223,524 | $0 | $0 | $0 |
| MARK VISO | ||||||||||||||
| PRES & CEO (THRU 07/2019) | $0 | $0 | $0 | $0 | $222,820 | $0 | $0 | $0 | $0 | $0 | $222,820 | $0 | $0 | $0 |
| NICOLE MILLER | ||||||||||||||
| COUNTRY DIRECTOR-SWAZILAND | $159,308 | $0 | $0 | $0 | $18,494 | $0 | $18,065 | $0 | $19,747 | $0 | $215,614 | $0 | $0 | $0 |
| CHRISTOPHER T WYROD | ||||||||||||||
| CHIEF OF PARTY - REGIONAL | $150,224 | $0 | $0 | $0 | $36,538 | $0 | $2,693 | $0 | $16,274 | $0 | $205,729 | $0 | $0 | $0 |
| BARRY FLAMING | ||||||||||||||
| SENIOR AFOLU ADVISOR - REGIONAL | $128,738 | $0 | $0 | $0 | $38,774 | $0 | $15,213 | $0 | $14,050 | $0 | $196,775 | $0 | $0 | $0 |
| BREGEITA JEFFERSON | ||||||||||||||
| VP - BUSINESS OPERATIONS | $156,054 | $0 | $0 | $0 | $518 | $0 | $15,538 | $0 | $15,016 | $0 | $187,126 | $0 | $0 | $0 |
| MATTHEW S CULLINEN | ||||||||||||||
| SENIOR DIRECTOR, RENEWABLE ENERGY | $161,329 | $0 | $0 | $0 | $270 | $0 | $14,228 | $0 | $8,621 | $0 | $184,448 | $0 | $0 | $0 |
| MAMUNUR RASHID | ||||||||||||||
| FINANCE DIRECTOR - PACT PGMF | $121,994 | $0 | $0 | $0 | $32,751 | $0 | $12,553 | $0 | $12,187 | $0 | $179,485 | $0 | $0 | $0 |
| NATASHA SAKOLSKY | ||||||||||||||
| EXECUTIVE DIRECTOR PACT INSTITUTE | $118,466 | $0 | $0 | $0 | $374 | $0 | $15,401 | $0 | $20,860 | $0 | $155,101 | $0 | $0 | $0 |
| MICHELLE JONES | ||||||||||||||
| CHIEF HUMAN CAP OFF | $133,727 | $0 | $0 | $0 | $225 | $0 | $9,089 | $0 | $11,647 | $0 | $154,688 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1: | PACT MAY PROVIDE A HOUSING ALLOWANCE TO ENSURE EXPATRIATE STAFF HAVE ACCESS TO MODEST HOUSING IN A SAFE ENVIRONMENT. THIS ALLOWANCE INCLUDES UTILITIES SUCH AS HEAT, ELECTRICITY, FUEL/GAS, AND WATER; MANDATORY TAXES, INSURANCE, AND FEES; AND OTHER ALLOWABLE AND APPROVED EXPENSES SUCH AS GENERATORS AND AIR CONDITIONERS. PACT USES THE U.S. DEPARTMENT OF STATE STANDARD REGULATIONS TO DETERMINE REASONABLENESS FOR PURPOSES OF DETERMINING A BASELINE HOUSING ALLOWANCE FOR EACH COUNTRY IN WHICH QUALIFIED STAFF IS WORKING. |
| PART I, LINE 4A: | SEVERANCE PAYMENTS: THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING THE YEAR AS NOTED BELOW: MARK VISO $222,820 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 5: | THE FIGURE NOTED IN LINE 5 REPRESENTS ONLY EMPLOYEES OF PACT WHO ARE US CITIZENS. PACT HAS MANY OTHER EMPLOYEES, INCLUDING THIRD COUNTRY NATIONALS AND LOCAL NATIONALS, WORKING IN OUR OFFICES AROUND THE WORLD, WHO ARE NOT SUBJECT TO US WAGE AND TAX REPORTING REQUIREMENTS. DURING FY20, PACT, INC. DAD 1,222 TOTAL EMPLOYEES GLOBALLY. |
| FORM 990, PART III, LINE 1, CONTINUATION OF DESCRIPTION OF ORGANIZATION | MISSION: PACT ACCOMPLISHES THIS BY STRENGTHENING LOCAL CAPACITY, FORGING EFFECTIVE GOVERNANCE SYSTEMS, AND TRANSFORMING MARKETS INTO A FORCE FOR DEVELOPMENT. |
| FORM 990, PART III, LINE 2 | JULY 14, 2020 A RESOLUTION WAS PASSED BY THE BOARD OF DIRECTORS TO DISSOLVE PACT INSTITUTE AS A SUPPORTING ORGANIZATION TO PACT, INC. ALL PROGRAM SERVICES WERE TRANSFERRED TO PACT, INC. PACT INSTITUTE'S DISSOLUTION WAS FINALIZED JUNE 9, 2021. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE FOLLOWING CHANGES WERE MADE TO THE PACT BY-LAWS IN FY21 (NOVEMBER 2020): -THREE 3-YEAR TERMS FOR THE BOARD WERE CLARIFIED. A BOARD MEMBER WHO SERVES AT LEAST 18 MONTHS OF A PARTIAL TERM WILL BE DEEMED TO HAVE SERVED THAT THREE-YEAR TERM FOR PURPOSES OF TERM LIMITS. -THE ROLE OF THE CEO AS AN EX-OFFICIO, NONVOTING MEMBER OF THE BOARD WAS CLARIFIED. EXECUTIVE SESSIONS OF THE BOARD WERE DEFINED TO ONLY INCLUDE DIRECTORS. ANY OTHER PARTICIPATION WOULD BE AT INVITATION ONLY. -CLARIFIED THE TERM OF THE CHAIR TO BE ONE-YEAR TERMS THAT ARE RENEWABLE FOR A MAXIMUM OF FIVE (5) YEARS. SPECIFIED THAT SERVICE AS BOARD CHAIR DOES NOT COUNT TOWARD TOTAL BOARD SERVICE AS AN AT-LARGE BOARD MEMBER. -CLARIFIED THAT THE BOARD IS TO APPOINT, OVERSEE AND REMOVE THE CEO AND BOARD OFFICERS (SECRETARY AND TREASURER, IN THEIR BOARD CAPACITY), AND THE CEO IS TO APPOINT, OVERSEE AND TERMINATE ALL FUNCTIONAL OFFICERS, VICE-PRESIDENTS, EMPLOYEES, AND AGENTS. -CLARIFIED THAT THE BOARD HAS THE FLEXIBILITY TO APPOINT, IN THEIR BEST JUDGMENT, A REPLACEMENT FOR THE NON-ACTING CEO -DELETED REFERENCES TO CORPORATE SEALS BECAUSE THEY HAVE BECOME OUTDATED AND NOT USED -DELETED THE RECORD RETENTION PROVISION TO ALLOW THE ORGANIZATION TO RELY ON THE PACT MANAGEMENT RECORD RETENTION POLICY. |
| FORM 990, PART VI, SECTION B, LINE 11B | FORM 990 REVIEW PROCESS ONCE PACT'S FORM 990 IS COMPLETED BY ITS TAX PREPARER, IT IS REVIEWED IN DETAIL BY THE CONTROLLER. ONCE THE CONTROLLER IS SATISFIED THAT THE RETURN IS COMPLETE AND ACCURATE, IT IS REVIEWED BY PACT'S CFO. PACT'S IRS FORM 990 IS SHARED WITH THE FINANCE AND AUDIT COMMITTEE IN DRAFT FORM AND IS ALSO PROVIDED TO ITS BOARD OF DIRECTORS PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ALL EMPLOYEES, OFFICER AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY UPON JOINING PACT. OFFICERS AND DIRECTORS ARE REQUIRED TO SUBMIT UPDATED CONFLICT OF INTEREST FORMS ON AN ANNUAL BASIS. IT IS THE DUTY OF PACT DIRECTORS, OFFICERS, AND EMPLOYEES TO UPDATE AND RAISE ANY POTENTIAL CONFLICTS OF INTEREST DURING THEIR TENURE AT PACT. PACT DIRECTORS AND SENIOR MANAGEMENT MUST RAISE POTENTIAL CONFLICTS AND SUBMIT THEIR PACT CONFLICT OF INTEREST DISCLOSURE FORM TO THE PACT GENERAL COUNSEL AND/OR BOARD SECRETARY, WHO THEN REVIEW TO DETERMINE IF A CONFLICT EXISTS. ALL OTHER EMPLOYEES RAISE POTENTIAL CONFLICTS WITH THE ETHICS AND COMPLIANCE OFFICE, WHO IN TURN DECIDES HOW TO ADDRESS ANY POTENTIAL CONFLICT. ANY PERSON WITH A CONFLICT WILL RECUSE HIM/HERSELF FROM DISCUSSION AND DECISION ON THE PERTINENT MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | PROCESS FOR DETERMINING CEO AND OTHER OFFICER AND KEY EMPLOYEE COMPENSATION: PACT'S BYLAWS STATE THAT THE "SALARY OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THE TERMS OF HIS OR HER EMPLOYMENT SHALL BE FIXED BY THE BOARD OF DIRECTORS. THE SALARIES OF ALL OTHER STAFF AND THE TERMS OF THEIR EMPLOYMENT SHALL BE FIXED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER." CEO: THE EXECUTIVE COMMITTEE OF THE BOARD SETS THE CEO'S SALARY, TYPICALLY INFORMED BY INFORMATION PROVIDED BY THE SEARCH FIRM AT THE TIME OF HIRE. THE GOVERNANCE COMMITTEE CONDUCTS AN ANNUAL EVALUATION OF THE CEO AND AWARDS INCREASES AS DEEMED APPROPRIATE AND APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE AND THE GOVERNANCE COMMITTEE ARE COMPRISED OF INDEPENDENT PERSONS AND MAINTAIN CONTEMPORANEOUS WRITTEN DOCUMENTATION OF ALL DECISIONS MADE. OTHER OFFICERS OR KEY EMPLOYEES: THE CEO IS RESPONSIBLE FOR THE COMPENSATION OF OTHER EMPLOYEES BUT IS DIRECTLY INVOLVED ONLY IN THE HIRING AND SALARY NEGOTIATIONS OF C-LEVEL POSITIONS. IN THESE CASES, WHERE PACT IS UTILIZING A SEARCH FIRM, THE FIRM PROVIDES MARKET INFORMATION TO ASSIST IN THE DETERMINATION OF APPROPRIATE COMPENSATION LEVELS. FOR KEY EMPLOYEES BEYOND THE C-SUITE, PACT'S CHIEF HUMAN CAPITAL OFFICER IS RESPONSIBLE FOR SALARY DETERMINATIONS. PACT USES A SERIES OF ANNUAL SALARY SURVEYS OF PEER ORGANIZATIONS, CONDUCTED BY AN INDUSTRY TRADE ASSOCIATION, TO INFORM SALARY LEVELS. ALL PACT EMPLOYEES ARE EVALUATED ON AN ANNUAL BASIS, AND INCREASES ARE DETERMINED AND AWARDED FROM AN APPROVED POOL, ADMINISTERED BY PACT'S CHIEF HUMAN CAPITAL OFFICER. |
| FORM 990, PART VI, SECTION C, LINE 19 | HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC PACT'S IRS DETERMINATION LETTER IS AVAILABLE UPON REQUEST. PACT'S ANNUAL REPORTS, AUDITED FINANCIAL STATEMENTS AND 990S ARE AVAILABLE UPON REQUEST, AS WELL AS ON ITS WEBSITE. |
| FORM 990, PART XI, LINE 9: | WRITE-OFF OF PAYABLE 239,741. |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp (2 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 | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|
| PACT VENTURES | |||||||||
| 1140 3RD STREET NE | WASHINGTON | DC | 20002 | TO SUPPORT PACT INC. | DC | $0 | $0 | PACT INC | |
| PACT MICROFINANCE HOLDING COMPANY | |||||||||
| 1140 3RD STREET NE | WASHINGTON | DC | 20002 | TO OPERATE MICROFINANCE PROGRAMS | $0 | $1 | PACT INC | SN | |
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Business Name Line1DirectControllingEntityName/BusinessNameLine1Txt | Controlled OrganizationControlledOrganizationInd | Address Line1ForeignAddress/AddressLine1Txt | CityForeignAddress/CityNm | CountryForeignAddress/CountryCd | Foreign PostalForeignAddress/ForeignPostalCd | Legal Domicile Foreign CountryLegalDomicileForeignCountryCd |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PACT INSTITUTE (THRU 62021) | |||||||||||||||
| 1140 3RD STREET NE | WASHINGTON | DC | 20002 | 522131854 | RESEARCH | DC | 501(C)(3) | LINE 12A, I | PACT INC | Yes (1) | |||||
| PACT GLOBAL MICROFINANCE FUND | |||||||||||||||
| 1140 3RD STREET NE | WASHINGTON | DC | 20002 | 455008824 | TO OPERATE MICROFINANCE PROGRAMS | DE | 501(C)(3) | LINE 12A, I | PACT INC | Yes (1) | |||||
| PACT GLOBAL (UK) CIO | |||||||||||||||
| UK NGO | PACT INC | Yes (1) | MERLIN PLACE MILTON ROAD | CAMBRIDGE | UK | CB4 0DP | UK | ||||||||
| PACT GLOBAL (THRU 122020) | |||||||||||||||
| 1140 3RD ST NE SUITE 400 | WASHINGTON | DC | 20002 | 824838175 | BUILD EMPOWERED COMMUNITITES, EFFECTIVE GOV'S & RESPONSIBLE MKTS | DC | 501(C)(3) | LINE 7 | PACT INC | Yes (1) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | Yes (1) | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | Yes (1) | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp (5 entries)
| Transaction TypeTransactionTypeTxt | InvolvedInvolvedAmt | Method Of Amount DeterminationMethodOfAmountDeterminationTxt |
|---|---|---|
| PACT GLOBAL MICROFINANCE FUND | ||
| L | $6,279,731 | CASH |
| PACT UK | ||
| L | $119,979 | CASH |
| PACT GLOBAL MICROFINANCE FUND | ||
| Q | $578,992 | CASH |
| PACT INSTITUTE | ||
| Q | $1,212,379 | CASH |
| PACT UK | ||
| Q | $576,011 | CASH |