2021-11-12T10:00:55-06:00 2020-12-31 420714325 RSM US LLP 9801 WASHINGTONIAN BLVD STE 500 GAITHERSBURG MD 20878 990 2020-01-01 530242962 PROJECT HOPE - THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION INC PROJ 8443490188 1220 19TH ST NW NO 800 WASHINGTON DC 20036 SERGEY NIKOLIN VP FINANCE AND CFO 5408372100 2021-11-12 1 SERGEY NIKOLIN XXX-XX-XXXX WILLIAM E TURCO CPA P00369217 3012963600 2021-11-12 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z X PROJECT HOPE HEALTH AFFAIRS RABIH TORBAY 1220 19TH ST NW NO 800 WASHINGTON DC 20036 127476167 0 X WWW.PROJECTHOPE.ORG X 1958 DC PROJECT HOPE IS A NON-PROFIT, TAX-EXEMPT ORGANIZATION CREATED TO CONDUCT AND SUPPORT PROGRAMS AND ACTIVITIES AIMED AT SOLVING SOME OF THE WORLD'S GREATEST PUBLIC HEALTH CHALLENGES, WITH A SPECIFIC FOCUS ON ENABLING HEALTH WORKERS TO HAVE THE GREATEST POSSIBLE IMPACT ON THE HEALTH OF THE PEOPLE THEY SERVE; STRENGTHENING AND IMPROVING HEALTH SYSTEMS; PROVIDING DISASTER AND HUMANITARIAN RELIEF AND FOSTERING AND PROMOTING HEALTH POLICY RESEARCH AND THOUGHT-LEADERSHIP. 23 21 153 59 74096 0 80166447 118780303 2593806 2453248 616586 665783 300900 265614 83677739 122164948 4819176 6373654 0 0 24791130 28285143 879088 1213052 9738927 58626848 83978847 89116242 119850696 -5438503 2314252 35489558 42073530 20868036 27038118 14621522 15035412 X PROJECT HOPE IS A NON-PROFIT, TAX-EXEMPT ORGANIZATION CREATED TO CONDUCT AND SUPPORT PROGRAMS AND ACTIVITIES AIMED AT SOLVING SOME OF THE WORLD'S GREATEST PUBLIC HEALTH CHALLENGES, WITH A SPECIFIC FOCUS ON ENABLING HEALTH WORKERS TO HAVE THE GREATEST POSSIBLE IMPACT ON THE HEALTH OF THE PEOPLE THEY SERVE; STRENGTHENING AND IMPROVING HEALTH SYSTEMS; PROVIDING DISASTER AND HUMANITARIAN RELIEF AND FOSTERING AND PROMOTING HEALTH POLICY RESEARCH AND THOUGHT-LEADERSHIP. 0 0 53946993 DISASTERS AND HEALTH CARE: PROJECT HOPE ADDRESSES HEALTH CARE NEEDS BY RESPONDING URGENTLY TO GLOBAL HEALTH EMERGENCIES AND HELPING COMMUNITIES BETTER PREPARE FOR THE NEXT TIME DISASTER STRIKES. WE SUPPORT LOCAL HEALTH SYSTEMS WITH IMMEDIATE AND LONG-TERM RELIEF IN THE WAKE OF DISASTER, OFTEN STAYING BEYOND OUR INITIAL RESPONSE TO HELP COMMUNITIES AS THEY MOVE INTO RECOVERY. AS OUTBREAKS OF DISEASES, CLIMATE CHANGE, AND CONFLICT CONTINUE TO ENDANGER ENTIRE POPULATIONS, PROJECT HOPE PLAYS A PIVOTAL ROLE HELPING COMMUNITIES BECOME MORE RESILIENT TO DISASTERS THAT THREATEN PUBLIC HEALTH. OUR SPECIFIC SOLUTIONS INCLUDE: PROVIDING IMMEDIATE RELIEF TO FILL GAPS IN HEALTH SERVICES, PARTICULARLY IN VULNERABLE COMMUNITIES; PROVIDING DIRECT HEALTH CARE SERVICES; TRAINING FIRST RESPONDERS; EQUIPPING AND STAFFING CLINICS AND HOSPITALS, DEPLOYING VOLUNTEER MEDICAL PROFESSIONALS, PROVIDING ESSENTIAL MEDICINES AND SUPPLIES; AND STRENGTHENING COUNTRY CAPACITY TO PREVENT, PREPARE FOR AND RESPOND TO EMERGING THREATS. DURING 2020, OUR DISASTER RESPONSE AND HUMANITARIAN ASSISTANCE ACTIVITIES REACHED OVER 662,000 PEOPLE, INCLUDING DIRECT MEDICAL SERVICES FOR 159,000 PEOPLE AFFECTED BY DISASTERS OR HUMANITARIAN CRISES. WE DEPLOYED 103 VOLUNTEERS TO PROVIDE FRONTLINE SUPPORT DURING DISASTERS AND HUMANITARIAN CRISES. WE ALSO DONATED $54 MILLION IN EQUIPMENT, MEDICINES, AND MEDICAL SUPPLIES. 44174021 6373654 GLOBAL HEALTH PROGRAM: PROJECT HOPE WORKED IN 24 COUNTRIES IN 2020 TO ADDRESS THE MOST PRESSING HEALTH NEEDS OF VULNERABLE POPULATIONS. WE WORK WITHIN EXISTING HEALTH SYSTEMS TO EMPOWER HEALTH WORKERS AND PROVIDE THE SOLUTIONS COMMUNITIES NEED MOST. WE UTILIZE EVIDENCE-BASED STRATEGIES TO PROVIDE DIRECT HEALTH CARE SERVICES, EQUIPPING CLINICS AND HOSPITALS, AND TRAINING LOCAL HEALTH CARE WORKERS IN THE AREAS OF INFECTIOUS AND CHRONIC DISEASES, PANDEMIC PREPAREDNESS AND RESPONSE, AND MATERNAL, NEONATAL, AND CHILD HEALTH. PROJECT HOPE PARTNERS WITH CORPORATIONS, FOUNDATIONS, UNIVERSITIES, MINISTRIES OF HEALTH, AND LOCAL PUBLIC HEALTH ORGANIZATIONS TO UNDERSTAND THE GREATEST NEEDS FACING LOCAL COMMUNITIES AND DELIVER SOLUTIONS THAT IMPROVE THEIR HEALTH AND WELL-BEING. IN 2020, PROJECT HOPE HELPED TRAIN APPROXIMATELY 116,000 HEALTH CARE WORKERS AND REACHED OVER 763,000 BENEFICIARIES WITH LIFESAVING HEALTH ACTIVITIES. 6582061 2379152 HEALTH POLICY HEALTH AFFAIRS: HEALTH AFFAIRS, THE LEADING JOURNAL OF HEALTH POLICY THOUGHT AND RESEARCH, IS PUBLISHED BY PROJECT HOPE. THE PEER-REVIEWED JOURNAL APPEARS MONTHLY IN PRINT AND ONLINE WITH ADDITIONAL ARTICLES RELEASED ONLINE AHEAD OF PRINT. PUBLISHED SINCE 1981, THE WASHINGTON POST HAS CALLED HEALTH AFFAIRS THE BIBLE OF HEALTH POLICY. HEALTH AFFAIRS PUBLISHES POLICY BRIEFS AND A WIDELY-READ BLOG, BOTH OF WHICH ARE AVAILABLE AT NO CHARGE ON OUR WEBSITE. HEALTH AFFAIRS HOSTS A RANGE OF PUBLIC EVENTS AND MEDIA BRIEFINGS. 104703075 1 1 0 1 0 0 0 1 0 1 1 0 0 0 1 1 1 0 0 1 1 1 0 1 1 0 0 1 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 1 X 108 0 1 153 1 1 1 1 AM BF CH CO DR EG EC ET HO IN ID KZ KV LE MK MI MX MZ WA NI RP SL AE UZ VE ZI 0 0 0 1 1 0 0 0 0 0 0 X 23 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA CT FL GA HI IL KS KY LA MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN UT VA WI WV AK CO DE DC IN ME MT ND OH OK TX WA X VIREN MEHTA 8443490188 1220 19TH ST NW NO 800 WASHINGTON DC 20036 REYNOLD W MOONEY BOARD DIRECTOR - CHAIRMAN 8.00 X X 0 0 0 RICHARD T CLARK BOARD DIRECTOR - CHAIR EMERITUS 4.00 X X 0 0 0 VIREN MEHTA BOARD DIRECTOR - SECRETARY 3.00 X X 0 0 0 KEITH T GHEZZI MD BOARD DIRECTOR - TREASURER 4.00 X X 0 0 0 DR PETER WILDEN BOARD DIRECTOR - VICE CHAIRMAN 3.00 X X 0 0 0 ANNE M SIMONDS BOARD DIRECTOR - VICE CHAIRMAN 3.00 X X 0 0 0 DEBORAH DISANZO BOARD DIRECTOR 2.00 X 0 0 0 ROBERT M DAVIS BOARD DIRECTOR 2.00 X 0 0 0 LINDA MCGOLDRICK BOARD DIRECTOR 2.00 X 0 0 0 CURTIS M SELQUIST BOARD DIRECTOR 1.00 X 0 0 0 ADRIAN THOMAS MD BOARD DIRECTOR 2.00 X 0 0 0 GAIL R WILENSKY PHD BOARD DIRECTOR 1.00 X 0 0 0 DONNA MURPHY BOARD DIRECTOR 6.00 X 0 0 0 DANIEL D PHELAN BOARD DIRECTOR 4.00 X 0 0 0 DR CHARLES A SANDERS BOARD DIRECTOR 0.00 X 0 0 0 AMBASSADOR MIRIAM E SAPIRO BOARD DIRECTOR 2.00 X 0 0 0 JAMES GEORGE WIEHL ESQ BOARD DIRECTOR 6.00 X 0 0 0 RAPHAEL MARCELLO BOARD DIRECTOR 4.00 X 0 0 0 AMBASSADOR RET MARY ANN PETERS BOARD DIRECTOR 2.00 X 0 0 0 GEORGE LINDEMANN BOARD DIRECTOR 1.00 X 0 0 0 GERHARD N MAYR BOAD DIRECTOR 1.00 X 0 0 0 RENUKA GADDE BOARD DIRECTOR 2.00 X 0 0 0 STEPHEN H RUSCKOWSKI BOARD DIRECTOR 1.00 X 0 0 0 RABIH T TORBAY PRESIDENT AND CEO 40.00 X 420673 0 21851 ALAN WEIL VP, HEALTH POLICY & EDITOR-IN-CHIEF 40.00 X 402323 0 53479 THOMAS KENYON MD MPH CHIEF HEALTH OFFICER 40.00 X 256705 0 18715 CHRIS SKOPEC EXECUTIVE VICE PRESIDENT 40.00 X 264868 0 28464 NOORDIN MOLOO VP FINANCE & CFO TILL 7/31/2020 40.00 X 229836 0 22504 CINIRA BALDI CHIEF DEVELOPMENT & COMM. OFFICER 40.00 X 216486 0 48398 JULIA SOYARS VP, LEGAL AND COMPLIANCE OFFICER 40.00 X 203693 0 24445 SERGEY NIKOLIN VP, FINANCE & CFO 40.00 X 102384 0 18385 JANE HIEBERT-WHITE EXECUTIVE PUBLISHER 40.00 X 217304 0 49773 DONALD METZ EXECTUTIVE EDITOR 40.00 X 223853 0 28143 STEVEN NERI REGIONAL DIRECTOR, AFRICA 40.00 X 179612 0 32941 LAWRENCE WHEELER MANAGING EDITOR 40.00 X 172702 0 30324 KELLY WHALEN SR. DIRECTOR, DEVELOPMENT 40.00 X 174383 0 22252 SUZETTE DURAND DIRECTOR, FINANCE & ADMINISTRATION 40.00 X 166033 0 32146 NIRANJAN SEEVARATNAM SR. DIRECTOR, GLOBAL IT OPERATIONS 40.00 X 152639 0 20617 SUZANNE B DUCAT SR. DIRECTOR, COMMUNICATIONS 40.00 X 154554 0 14126 THERESA RHODES AVP, CORP. & FND PARTNERSHIPS 40.00 X 158713 0 4838 ANN M LINK SENIOR DEPUTY PUBLISHER 40.00 X 187546 0 15980 SARAH DINE SENIOR DEPUTY EDITOR 40.00 X 178633 0 14254 MARGARET SAUNDERS DEPUTY EDITOR 40.00 X 153247 0 43120 RUSHINA VIPANI FINANCIAL CONTROLLER 40.00 X 149273 0 38205 LAURA TOLLEN SENIOR EDITOR 40.00 X 148221 0 11766 4513681 0 594726 48 0 1 0 KUNMING FINE TECHNOLOGY CO LTD RM B2601 26F YINHAI INTL APT NO KUNMING YUNNAN CH MEDICAL SUPPLIES 1563458 MAL WARWICK & ASSOCIATES INC 2550 NINTH STREET SUITE 103 BERKELEY CA 94710 FUNDRAISING AGENCY 1225584 THE MACLEAN GROUP LLC 2233 WATT AVENUE SUITE 270 SACRAMENTO CA 95825 MEDICAL SUPPLIES 785215 FORWARDPMX LLC ONE WORLD TRADE CENTER 63RD FL NEW YORK NY 10007 FUNDRAISING AGENCY 681048 AIRLINK INC 023 15TH ST NW 1 WASHINGTON DC 20005 FREIGHT 288486 19 603776 26195424 91981103 55350431 118780303 SUBSCRIPTION REVENUE 511120 2453248 2379152 74096 2453248 345085 345085 5408000 5082313 4989 325687 -4989 320698 320698 0 603776 223917 -223917 -223917 OTHER REVENUE 900099 489531 489531 489531 122164948 2379152 74096 931397 2153911 2153911 36688 36688 4183055 4183055 5119083 2971413 1881614 266056 21170912 17818134 910230 2442548 894039 78878 815161 1101109 731507 199226 170376 220558 113313 107245 270671 168067 102604 1213052 1213052 3157340 2130164 243759 783417 2803872 351071 12280 2440521 4308679 2570431 25079 1713169 1567703 511627 434854 621222 1872062 1483697 388365 3513752 3479465 17013 17274 1799768 1797656 1379 733 522724 399543 60812 62369 334639 231190 103449 MEDICAL EQUIP & PHARMAC 53946993 53946993 SUPPLIES & EQUIPMENT 8709643 8709643 TELECOMUNICATIONS 333551 251316 79158 3077 BANK/CREDIT CARD FEE 262486 243683 18803 354406 341630 7663 5113 119850696 104703075 5408694 9738927 41340 41509 6260589 10169482 6149797 5797004 748955 903101 3543476 4769354 1574725 1837107 9758483 6938030 2940356 2820453 14230320 15735520 35489558 42073530 15367013 17349973 4542000 5673000 500000 959023 3515145 20868036 27038118 X -7741478 -8886588 22363000 23922000 14621522 15035412 35489558 42073530 X 2314252 512420 -2412782 X 0 1 X 1 1 1 X 115237128 94599750 85979185 79018039 118780303 493614405 115237128 94599750 85979185 79018039 118780303 493614405 173735302 319879103 650316 694009 975891 600643 345085 3265944 496880349 11378483 0.64380 0.26810 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 119850696 119850696 0 1000000 0 250000 0 0 0 1000000 1000000 1000000 1000000 4000000 6000000 523 523 250000 250000 250000 250000 1000000 1500000 523 523 1906735 X 0 10355093 1101 767614 239976 10883832 9477743 673 1200619 323943 10355092 10019394 561 -341082 201130 9477743 9555626 2557 692952 231741 10019394 9478885 6569 236074 165902 9555626 0.84000 0.16000 0 0 111581 111581 4470252 2404405 2065847 131437 131437 0 3808980 3165955 643025 1236233 1236233 0 2820453 GIFT ANNUITY OBLIGATIONS 852645 PAYCHECK PROTECTION PROGRAM PROMISSORY NOTE 2662500 3515145 X 124831271 512420 1929986 2442406 122388865 -223917 -223917 122164948 122004599 1929986 223917 2153903 119850696 0 119850696 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 THIS LAND. PROJECT HOPE ALSO USES THE PROPERTY TO PROVIDE A CONFERENCE CENTER. PART V, LINE 4: PROJECT HOPE HAS FOUR ENDOWMENTS THAT WERE SET UP TO PROVIDE INCOME FOR PROGRAMMATIC EXPENSES. THERE IS ALSO AN ENDOWMENT THAT HAS NO RESTRICTIONS ON THE INCOME. THE INCOME FROM THIS ENDOWMENT IS USED FOR GENERAL SUPPORT OF THE ORGANIZATION. 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. INCOME TAX EXPENSES FOR THE YEAR ENDED DECEMBER 31, 2020, WAS INSIGNIFICANT. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION. THE FOUNDATION FOLLOWS 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 DERECOGNITION, 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 THIS GUIDANCE. GENERALLY, THE FOUNDATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2017. PART XI, LINE 4B - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN PART VIII, LINE 8B -223,917. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES REPORTED IN PART VIII, LINE 8B 223,917. 1 CENTRAL AMERICA AND THE CARIBBEAN 2 6 PROGRAM SERVICES MATERNAL CHILD HEALTH, HUMANITARIAN AID, NONCOMMUNICABLE DISEASE 488676 EAST ASIA AND THE PACIFIC 4 22 PROGRAM SERVICES MATERNAL CHILD HEALTH, HUMANITARIAN AID, NONCOMMUNICABLE DISEASE, COMMUNICABLE DISEASE, HEALTH SYSTEMS STRENGTHENING 3848602 EUROPE (INCLUDING ICELAND & GREENLAND) 2 4 PROGRAM SERVICES MATERNAL CHILD HEALTH, HEALTH SYSTEMS STRENGTHENING 434174 MIDDLE EAST AND NORTH AFRICA 1 2 PROGRAM SERVICES HUMANITARIAN AID, NONCOMMUNICABLE DISEASE 335052 NORTH AMERICA 1 2 PROGRAM SERVICES HUMANITARIAN AID, NONCOMMUNICABLE DISEASE 680977 RUSSIA AND NEIGHBORING STATES 6 4 PROGRAM SERVICES HUMANITARIAN AID, COMMUNICABLE DISEASE 627152 SOUTH ASIA 0 0 PROGRAM SERVICES MATERNAL CHILD HEALTH, NONCOMMUNICABLE DISEASE 33132 SUB-SAHARAN AFRICA 12 782 PROGRAM SERVICES MATERNAL CHILD HEALTH, HUMANITARIAN AID, COMMUNICABLE DISEASE, HEALTH SYSTEMS STRENGTHENING 18080762 SOUTH AMERICA 2 53 PROGRAM SERVICES MATERNAL CHILD HEALTH, HUMANITARIAN AID, NONCOMMUNICABLE DISEASE 3364905 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 110426 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 2084917 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 59561 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 1928151 28 822 2 53 30 875 24528527 7547960 32076487 SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 321775 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 320131 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 297345 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 49591 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 52923 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 146633 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 44435 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 194774 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 167789 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 317028 CASH SUB-SAHARAN AFRICA GLOBAL HEALTH PROGRAM 15727 CASH EAST ASIA AND THE PACIFIC GLOBAL HEALTH PROGRAM 95671 CASH EAST ASIA AND THE PACIFIC GLOBAL HEALTH PROGRAM 14755 CASH SOUTH ASIA GLOBAL HEALTH PROGRAM 59561 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 15010 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 215158 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 227111 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 20000 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 7600 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 5800 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 9052 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 219242 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 749932 CASH SOUTH AMERICA GLOBAL HEALTH PROGRAM 616013 CASH 24 0 0 1 0 0 1 PART I, LINE 2: PROJECT HOPE MAINTAINS VARIOUS POLICIES TO ENSURE FINANCIAL ACCOUNTABILITY IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING STANDARDS FOR THE NOT-FOR-PROFIT ORGANIZATIONS, DONORS RULES AND REGULATION AND HOST COUNTRY LAWS. THESE POLICIES ARE DESIGNED AS AN OVERALL SET OF GUIDELINES FOR ACCOUNTING PROCEDURES. IT IS ALSO USED AS A TOOL FOR INTERNAL CONTROL AND AUDIT PURPOSES. THE OVERALL FINANCIAL CONTROL GOAL IS TO ENSURE THAT ADEQUATE STANDARDS OF INTEGRITY, ACCOUNTABILITY, AND TRANSPARENCY ARE BEING PRACTICED. 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, IS SUBJECTED TO THE UNIFORM GUIDANCE SUBPART F AUDIT WHICH IS A WAY TO DETERMINE THAT PROJECT HOPE HAS MET THE AUDIT REQUIREMENTS AND IS IN COMPLIANCE WITH FEDERAL LAWS AND REGULATIONS. NON-US ORGANIZATIONS RECEIVING FUNDING FROM FEDERAL AWARDS ARE SUBJECT TO UNIFORM GUIDANCE SUBPART F AUDIT. FOR NON-USG SUB AWARDS, AUDIT REQUIREMENTS ARE DETERMINED BASED ON DONOR REQUIREMENTS. PROJECT HOPE'S REQUIRES EACH ORGANIZATION AN AUDIT CERTIFICATION AND FINANCIAL STATUS QUESTIONNAIRE TO COMPLY WITH AUDIT REQUIREMENT. NON-US AWARD RECIPIENT ORGANIZATIONS ARE ALSO REQUIRED TO PROVIDE PROJECT HOPE WITH A DATA UNIVERSAL NUMBERING SYSTEM NUMBER (DUNS). PART III ACCOUNTING METHOD: X X X X X 1 WARWICK & ASSOCIATES INC 2550 NINTH STREET SUITE 103 BERKELEY CA 94710 CONSULTANTS FOR DIRECT MARKETING 0 7417475 717577 6699898 MDS COMMUNICATIONS CORPORATION 545 W JUANITA AVENUE MESA AZ 85210 TELEMARKETING 0 158389 202444 -44055 THOMPSON HABIB DENNISON INC 55 OLD BEDFORD ROAD SUITE 201 LINCOLN MA 01773 CONSULTANTS FOR DIRECT MARKETING 0 0 61400 -61400 7575864 981421 6594443 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WV WI WY VIRTUAL EVENT - SHOP FOR HOPE 603776 603776 223917 603776 603776 223917 223917 -223917 1 INTRA HEALTH INTERNATIONA (IHI) 6340 QUADRANGLE DRIVE SUITE 200 CHAPEL HILL NC 27517 550825466 501(C)(3) 1903733 GLOBAL HEATH PROGRAM BROWN UNIVERSITY WATSON INSTITUTE FOR INTERNATIONAL AND PUBLIC AFFAIRS 69 BROWN ST PROVIDENCE RI 02912 050258809 501(C)(3) 214126 GLOBAL HEATH PROGRAM VERY IMPORTANT PROJECTS FUND 303 29TH ST HERMOSA BEACH CA 90254 810854265 501(C)(3) 26052 GLOBAL HEATH PROGRAM ART OF HOPE 7983 E CHESHIRE RD ORANGE CA 92867 812553473 501(C)(3) 10000 GLOBAL HEATH PROGRAM 4 HONORARIUM - AGE-FRIENDLY HEALTH TOPIC ADVISOR 1 938 HONORARIUM - CHILDREN'S HEALTH THEME ISSUE ADVISOR 1 3250 HONORARIUM - CLIMATE CHANGE & HEALTH THEME ISSUE ADVISOR 1 7000 HONORARIUM - COVID TOPIC ADVISOR 2 7000 HONORARIUM - HEALTH & SOCIAL SERVICES THEME ISSUE ADVISOR 2 7000 HONORARIUM - HEALTH POLICY BRIEFS REVIEWERS 10 5000 HONORARIUM - HEALTH POLICY BRIEFS TOPIC ADVISOR 1 4000 HONORARIUM - PRACTICE OF MEDICINE THEME ISSUE ADVISOR 1 2500 PART I, LINE 2: PROJECT HOPE MAINTAINS VARIOUS POLICIES TO ENSURE FINANCIAL ACCOUNTABILITY IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING STANDARDS AND 2.CFR.200.. THESE POLICIES ARE DESIGNED AS AN OVERALL SET OF GUIDELINES FOR ACCOUNTING AND COMPLIANCE PROCEDURES. IT IS ALSO USED AS A TOOL FOR INTERNAL CONTROL AND AUDIT PURPOSES. THE OVERALL FINANCIAL CONTROL GOAL IS TO ENSURE THAT ADEQUATE STANDARDS OF INTEGRITY, ACCOUNTABILITY, AND TRANSPARENCY ARE BEING PRACTICED. PROJECT HOPE ESTABLISHES BUDGETS FOR ACTIVITIES BASED ON PROGRAM DESIGNS, WORK PLANS AND AGREEMENTS WITH PROGRAM SPONSORS. FUNDS ARE TRANSFERRED FROM PROJECT HOPE HEADQUARTERS TO GRANTEE 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, IS SUBJECTED TO THE UNIFORM GUIDANCE SUBPART F AUDIT WHICH IS A WAY TO DETERMINE THAT PROJECT HOPE HAS MET THE AUDIT REQUIREMENTS AND IS IN COMPLIANCE WITH FEDERAL LAWS AND REGULATIONS. NON-US ORGANIZATIONS RECEIVING FUNDING FROM FEDERAL AWARDS ARE SUBJECT TO UNIFORM GUIDANCE SUBPART F AUDIT. FOR NON-USG SUB AWARDS, AUDIT REQUIREMENTS ARE DETERMINED BASED ON DONOR REQUIREMENTS. PROJECT HOPE'S REQUIRES EACH ORGANIZATION AN AUDIT CERTIFICATION AND FINANCIAL STATUS QUESTIONNAIRE TO COMPLY WITH AUDIT REQUIREMENT. NON-US AWARD RECIPIENT ORGANIZATIONS ARE ALSO REQUIRED TO PROVIDE PROJECT HOPE WITH A DATA UNIVERSAL NUMBERING SYSTEM NUMBER (DUNS). X 1 1 X X X X 1 0 0 0 0 0 0 1 0 ALAN WEIL VP, HEALTH POLICY & EDITOR-IN-CHIEF 393552 0 0 0 8771 0 19550 0 34698 0 456571 0 0 0 RABIH T TORBAY PRESIDENT AND CEO 419948 0 0 0 725 0 19550 0 2808 0 443031 0 0 0 CHRIS SKOPEC EXECUTIVE VICE PRESIDENT 263783 0 0 0 1085 0 18549 0 10422 0 293839 0 0 0 THOMAS KENYON MD MPH CHIEF HEALTH OFFICER 249847 0 0 0 6858 0 17500 0 1721 0 275926 0 0 0 JANE HIEBERT-WHITE EXECUTIVE PUBLISHER 215739 0 0 0 1565 0 15844 0 34698 0 267846 0 0 0 CINIRA BALDI CHIEF DEVELOPMENT & COMM. OFFICER 215521 0 0 0 965 0 15695 0 33875 0 266056 0 0 0 DONALD METZ EXECTUTIVE EDITOR 222288 0 0 0 1565 0 15466 0 13445 0 252764 0 0 0 NOORDIN MOLOO VP FINANCE & CFO TILL 7/31/2020 144224 0 0 0 85612 0 12117 0 10682 0 252635 0 0 0 JULIA SOYARS VP, LEGAL AND COMPLIANCE OFFICER 202128 0 0 0 1565 0 14268 0 10683 0 228644 0 0 0 STEVEN NERI REGIONAL DIRECTOR, AFRICA 153554 0 0 0 26058 0 10985 0 23497 0 214094 0 0 0 ANN M LINK SENIOR DEPUTY PUBLISHER 185981 0 0 0 1565 0 13230 0 3480 0 204256 0 0 0 LAWRENCE WHEELER MANAGING EDITOR 170447 0 0 0 2255 0 12291 0 18543 0 203536 0 0 0 SUZETTE DURAND DIRECTOR, FINANCE & ADMINISTRATION 163274 0 2000 0 759 0 11977 0 20614 0 198624 0 0 0 KELLY WHALEN SR. DIRECTOR, DEVELOPMENT 169976 0 2000 0 2407 0 11676 0 11288 0 197347 0 0 0 MARGARET SAUNDERS DEPUTY EDITOR 150992 0 0 0 2255 0 11297 0 32285 0 196829 0 0 0 SARAH DINE SENIOR DEPUTY EDITOR 174548 0 0 0 4085 0 11554 0 3214 0 193401 0 0 0 RUSHINA VIPANI FINANCIAL CONTROLLER 135923 0 0 0 13350 0 9585 0 28952 0 187810 0 0 0 NIRANJAN SEEVARATNAM SR. DIRECTOR, GLOBAL IT OPERATIONS 151674 0 0 0 965 0 10701 0 10312 0 173652 0 0 0 SUZANNE B DUCAT SR. DIRECTOR, COMMUNICATIONS 150469 0 0 0 4085 0 10762 0 4026 0 169342 0 0 0 THERESA RHODES AVP, CORP. & FND PARTNERSHIPS 157148 0 0 0 1565 0 4838 0 430 0 163981 0 0 0 LAURA TOLLEN SENIOR EDITOR 147276 0 0 0 945 0 10343 0 1795 0 160359 0 0 0 PART I, LINE 1A STEVEN VINCENT NERI RECEIVED TAXABLE HOUSING IN THE AMOUNT OF $23,962. PART I, LINE 4A NOORDIN MOLOO RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $58,706 AND THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). RUSHINA VIPANI RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $7,578 AND THIS AMOUNT IS INCLUDED IN SCHEDULE J, PART II, COLUMN B(III). PART I, LINE 7 PERFORMANCE BASED BONUSES WERE PAID DURING 2020. X 16 177556 FMV X 16 55172875 FMV 0 0 1 0 PART I, COLUMN (B): REPORTING THE NUMBER OF CONTRIBUTIONS FORM 990, PART VI, SECTION B, LINE 11B A TAXES EXPERT FIRM PROVIDES GUIDANCE TO THE COMPANY. ONCE A DRAFT IS REVIEWED/APPROVED BY THE FIRM, A COPY OF THE 990 IS SUBMITTED TO THE BOARD MEMBERS FOR COMMENTS. ONCE THEIR COMMENTS ARE ADDRESSED, THE 990 IS SENT TO THE FINANCE COMMITTEE FOR APPROVAL. ONCE APPROVED,THE AUDIT COMMITTEE APPROVES IT AND LATER THE 990 IS FILED BY THE CFO AND SHARED WITH THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C AT THE TIME OF HIRE, ALL STAFF IS 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. FORM 990, PART VI, SECTION B, LINE 15 PROJECT HOPE'S MANAGEMENT DEVELOPMENT AND COMPENSATION COMMITTEE OF THE BOARD APPROVES THE OVERALL COMPENSATION PHILOSOPHY FOR THE ORGANIZATION INCLUDING THE RELATION OF BASE SALARIES AND TOTAL COMPENSATION TO MARKET AND THE COMPONENTS OF TOTAL COMPENSATION. ADDITIONALLY, IT APPROVES AND MONITORS THE ORGANIZATIONAL AND INDIVIDUAL PERFORMANCE GOALS FOR THE CHIEF EXECUTIVE OFFICER. ANNUALLY, THE SAID COMMITTEE REVIEWS THE PERFORMANCE OF THE CHIEF EXECUTIVE OFFICER AND RECOMMENDS ANY COMPENSATION CHANGES. AT THE SAME FREQUENCY, THE MANAGEMENT DEVELOPMENT AND COMPENSATION COMMITTEE OVERSEES 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 OR 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. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: PENSION RELATED CHANGES OTHER THAN NET PERIODIC PENSION COST -2,412,782. PROJECT HOPE- THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION NIGERIA LTDGTE SUITE 32 SILLA ZEKA PLAZA 29 ADEBA UTAKO ABJUA NI NON PROFIT, TAX EXEMPT, HEALTH ORGANIZATION NI PROJECT HOPE- THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION 1 PROJECT HOPE- THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION (NAMIBIA) INC 49 BURG STREET TRINITY STONE BUILI WINDHOEK WA 9000 NON PROFIT, TAX EXEMPT, HEALTH ORGANIZATION WA PROJECT HOPE- THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION 1 PROJECT HOPE MEXICO AC 12 DE OCTUBRE 137 COL ESCANDON SEC CIUDAD DE MXICO MX 011800 NON PROFIT, TAX EXEMPT, HEALTH ORGANIZATION MX PROJECT HOPE- THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION 1 PROYECTO ESPERANZA AC AV FRANCISCO DE MIRANDA ENTRE AV 1 Y CARACAS VE NON PROFIT, TAX EXEMPT, HEALTH ORGANIZATION VE PROJECT HOPE- THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION 1 YAYASAN PROJECT HOPE JL TEBET UTARA II NO 9A JAKARTA SEL JAKARTA ID 12810 NON PROFIT, TAX EXEMPT, HEALTH ORGANIZATION ID PROJECT HOPE- THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION 1 CHARITABLE REMAINDER TRUSTS (154) PROJECT HOPE 255 CARTER HALL LANE MILLWOOD VA 22646 INVESTMENT VA T 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 PROJECT HOPE- THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION NIGERIA LTDGTE R 4861 US DOLLARS AND LOCAL CURRENCY CON PROJECT HOPE- THE PEOPLE-TO-PEOPLE HEALTH FOUNDATION (NAMIBIA) INC R 3333982 US DOLLARS AND LOCAL CURRENCY CON PROYECTO ESPERANZA AC R 3314456 US DOLLARS AND LOCAL CURRENCY CON YAYASAN PROJECT HOPE JL R 349800 US DOLLARS AND LOCAL CURRENCY CON