2021-11-12T07:22:57-06:00 2020-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-01-01 521662800 UNITED STATES ASSOCIATION FOR UNHCR UNIT 2022961115 1310 L STREET NW NO 450 WASHINGTON DC 20005 ANNE-MARIE GREY EXECUTIVE DIRECTOR & CEO 2022961115 2021-11-12 1 ANNE-MARIE GREY 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z ANNE-MARIE GREY 1310 L STREET NW NO 450 WASHINGTON DC 20005 96855671 0 X WWW.UNREFUGEES.ORG X 1989 DC USA FOR UNHCR PROTECTS REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY. 11 11 57 11 0 0 55102002 96809897 0 0 213716 45774 0 0 55315718 96855671 32580678 66255804 0 0 7135599 8020522 326999 671680 18916488 17154275 19776393 57197551 94724399 -1881833 2131272 27836917 30279815 13064726 13376352 14772191 16903463 X USA FOR UNHCR PROTECTS REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY. 0 0 72869668 66255804 REFUGEE PROGRAMS: USA FOR UNHCR RAISES AWARENESS AND MOBILIZES RESOURCES FOR REFUGEES, PROVIDING HELP IN THE WAY OF LIFESAVING ASSISTANCE FOR THOSE THAT ARE FORCED TO FLEE, HOPE IN THE WAY OF ACCESS TO EDUCATION, LIVELIHOOD OPPORTUNITIES, SKILLS AND LANGUAGE TRAINING WHILE THEY ARE DISPLACED AND ULTIMATELY A HOME, BE THAT A RETURN TO THEIR ORIGINAL COUNTRIES OR A NEW LIFE IN THE U.S. AWARENESS ACTIVITIES: USA FOR UNHCR RAISES AWARENESS FOR THE GLOBAL REFUGEE CRISIS AND ADVOCATES FOR ADDRESSING THE NEEDS OF THE MORE THAN 82.4 MILLION PEOPLE FORCED TO FLEE THEIR HOMES DUE TO VIOLENCE,CONFLICT AND PERSECUTION. WE ALSO WORK TO MAKE THE U.S. A MORE WELCOMING PLACE, BY EDUCATING AMERICANS ABOUT THE REFUGEE CRISIS, ESTABLISHING STRATEGIC PROGRAM PARTNERSHIPS AND LEADING A MOVEMENT BUILDING AWARENESS, ACCEPTANCE AND SUPPORT FOR REFUGEES IN THE U.S. 72869668 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 49 0 1 57 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AR CA FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OR PA RI SC TN UT VA WV WI X X X YELENA BAKALEVA 2022961115 1310 L STREET NW NO 450 WASHINGTON DC 20005 MARK WALLACE BOARD CHAIR 10.00 X X 0 0 0 KELLY BLEVINS VICE CHAIR 5.00 X X 0 0 0 WILLIAM BALL SECRETARY 5.00 X X 0 0 0 YASMIN CAUSER TREASURER 5.00 X X 0 0 0 LIBERTY VITTERT BOARD MEMBER 2.00 X 0 0 0 SUSAN MCPHERSON BOARD MEMBER 2.00 X 0 0 0 JANE MESECK BOARD MEMBER 2.00 X 0 0 0 LATRISE BRISSETT BOARD MEMBER 2.00 X 0 0 0 GEORGE LINDEMANN BOARD MEMBER 2.00 X 0 0 0 LAURA LANE BOARD MEMBER 2.00 X 0 0 0 VIRGINIA TENPENNY BOARD MEMBER 2.00 X 0 0 0 ANNE-MARIE GREY EXECUTIVE DIRECTOR & CEO 50.00 X 401534 0 41649 YELENA BAKALEVA CHIEF FINANCIAL OFFICER 50.00 X 257622 0 33759 LISA MEADOWCROFT CHIEF DEV. OFFICER (UNTIL 9/2020) 40.00 X 233458 0 26367 ELIZABETH SCOTT CHIEF STRATEGIC INITIATIVES OFFICER 40.00 X 218323 0 35871 APRYL EVANS CHIEF HUMAN RESOURCES OFFICER 40.00 X 208125 0 41803 ELIZABETH MARKS DIR. COMMUNITY FUNDR.(UNTIL 11/2020) 40.00 X 208350 0 26251 JUNIA GEISER SENIOR DIRECTOR, COMMUNICATIONS 40.00 X 190722 0 38483 1718134 0 244183 25 0 1 0 MR STRATEGIC SERVICES 1101 CONNECTICUT AVE NW 7TH FL WASHINGTON DC 20036 DIGITAL/SOC. MEDIA STRATEGY/ADVERTISING 5786317 RWT PRODUCTION LLC 8932 ORANGE HUNT LANE ANNANDALE VA 22003 PRINTING SERVICES 3924407 GOOD360 US 675 NORTH WASHINGTON ST SUITE 330 ALEXANDRIA VA 22003 G.I.K. MATERIAL MGMT. SERVICES 2270668 LAKE GROUP MEDIA INC 1 BRYAM BROOK PLACE ARMONK NY 10504 MARKETING 625501 SALESFORCEORG 415 MISSION ST 3RD FL SAN FRANCISCO CA 94105 NEW DATABASE & LICENSES 516473 28 513811 96296086 42159546 96809897 19901 19901 25873 0 25873 25873 25873 96855671 0 0 45774 699800 699800 65556004 65556004 734565 376857 248819 108889 5828366 1567109 968662 3292595 412494 12375 65999 334120 617397 386397 122928 108072 427700 12831 68432 346437 32805 32805 46750 46750 671680 671680 3274749 2877486 286881 110382 8156996 623794 377081 7156121 239347 24647 136766 77934 378892 9263 186126 183503 671522 671522 817023 473855 94078 249090 70849 16705 35375 18769 37758 8903 18852 10003 6981 6981 90087 23422 19818 46847 42007 10891 9517 21599 PRODUCTION 4246445 4246445 C.C. PROCESSING FEES 598717 10 6031 592676 LICENSES & PERMITS 472304 103650 96329 272325 RESEARCH & ANALYSIS 258345 258345 334816 85669 110013 139134 94724399 72869668 2938243 18916488 X 496987 619027 16681942 15366336 3847052 4107478 3525000 877763 1255998 325273 262282 153078 62991 5780095 5342985 27836917 30279815 1743572 1835395 100000 1082100 11321154 10358857 13064726 13376352 X 11955937 14819860 2816254 2083603 14772191 16903463 27836917 30279815 2131272 0 X 0 1 X 1 0 X 51049028 57174723 63229474 55102002 96809897 323365124 51049028 57174723 63229474 55102002 96809897 323365124 37564940 285800184 20484 60476 138449 164469 19901 403779 323768903 0.88270 0.95670 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28266 27230 1036 297007 235052 61955 62991 DEPOSITS 152196 RIGHT-OF-USE ASSETS 5127761 GIFT ANNUITY RECEIVABLE 63028 5342985 DUE TO UNHCR 4576848 OPERATING LEASE 5782009 10358857 X 96871246 15575 15575 96855671 0 96855671 94739974 15575 15575 94724399 0 94724399 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2020 AND 2019, USA FOR UNHCR HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10 (INCOME TAXES) AND DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 18605324 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 2434473 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 2093746 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 3219770 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 985200 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 38217491 0 0 0 0 0 0 65556004 0 65556004 EUROPE SUPPORT OF REFUGEE PROGRAMS 18605324 WIRE MIDDLE EAST AND NORTH AFRICA SUPPORT OF REFUGEE PROGRAMS 845162 WIRE 1589311 NEW CLOTHES FOR REFUGEES FMV NORTH AMERICA SUPPORT OF REFUGEE PROGRAMS 2093746 WIRE SOUTH AMERICA SUPPORT OF REFUGEE PROGRAMS 3219770 WIRE SOUTH ASIA SUPPORT OF REFUGEE PROGRAMS 985200 WIRE SUB-SAHARAN AFRICA SUPPORT OF REFUGEE PROGRAMS 3243064 WIRE 34974427 NEW CLOTHES FOR REFUGEES & COVID-19 FACE SHIELDS FMV 1 0 1 0 0 0 0 0 PART I, LINE 2: AFTER FUNDS ARE SENT, THE ORGANIZATION RECEIVES A REPORT FROM THE GRANTEE. IT ALSO RECEIVES QUARTERLY FINANCIAL REPORTS FROM THE FIELD. PART III ACCOUNTING METHOD: X X 1 GLOBAL FACES DIRECT 30 LESMILL ROAD UNIT 2 NORTH YORK ONTARIO CA M3B 2T5 FACE-TO-FACE 0 99536 191828 -92292 MDS COMMUNICATIONS CORPORATION 545 W JUANITA AVE MESA AZ 85210 TELEMARKETING 0 66850 155011 -88161 DV CANVASS 11710 PLAZA AMERICA DRIVE SUITE 20 RESTON VA 20190 FACE-TO-FACE 0 41978 160111 -118133 INFOCISION 325 SPRINGSIDE AKRON OH 44333 TELEMARKETING 0 28163 24651 3512 PERSONAL FUNDRAISING SERVICES 10 S RIVERSIDE PLAZA SUITE 875 P CHICAGO IL 60606 FACE-TO-FACE 0 28005 131600 -103595 STRATEGIC COMMUNICATIONS INC 1770 WEST 7TH AVE SUITE 305 VANCOUVER BRITISH COLUMBIA CA TELEMARKETING 0 1167 8479 -7312 265699 671680 -405981 AL AK AR CA CO CT DC FL GA HI IL KS KY LA ME MD MA MI MN MS NV NH NJ NM NY NC ND OH OK OR PA RI SC TN UT VA WA WV WI 1 CHURCH WORLD SERVICE INC 28606 PHILLIPS ST ELKHART IN 46515 134080201 501(C)(3) 195800 SUPPORT OF REFUGEE CONGRESS ORG HELLO NEIGHBOR 6425 LIVING PLACE SUITE 200 PITTSBURGH PA 15206 823695047 501(C)(3) 149000 FOR HELLO NEIGHBOR NETWORK KIND INC 1300 L STREET NW NO 1100 WASHINGTON DC 20005 262763038 501(C)(3) 105000 FOR BORDER ACTIONS AND COVID EFFORTS SESAME WORKSHOP 1900 BROADWAY NEW YORK NY 10023 132655731 501(C)(3) 250000 DEVELOP EARLY ED TOOLS 4 0 PART I, LINE 2: USA FOR UNHCR HAS DEVELOPED A WORK PLAN AND OPERATING BUDGET WITH EACH RECIPIENT ORGANIZATION FOR THE IMPLEMENTATION OF THE GRANT. USA FOR UNHCR REQUIRES QUARTERLY REPORTS AND A FINAL REPORT BE SUBMITTED AFTER THE COMPLETION OF THE PROJECT. THE FINAL REPORT REQUESTS THE INFORMATION AND DATA DEMONSTRATING: 1) HOW THE FUNDS PROVIDED BY USA FOR UNHCR WERE USED; 2) HOW THE OBJECTIVES AND MEASURABLE OUTCOMES OF THE PROJECTS WERE ACHIEVED; 3) APPROPRIATE DOCUMENTATION AND PICTURES OF THE PROJECT ACTIVITIES; AND 4) ANY AND ALL INFORMATION AND/OR FEEDBACK GATHERED BY THE ATTENDEES AND PARTICIPANTS. X X 1 0 0 0 0 0 0 1 0 ANNE-MARIE GREY EXECUTIVE DIRECTOR & CEO 354186 0 47348 0 0 0 11170 0 30479 0 443183 0 0 0 YELENA BAKALEVA CHIEF FINANCIAL OFFICER 241273 0 16349 0 0 0 19595 0 14164 0 291381 0 0 0 LISA MEADOWCROFT CHIEF DEV. OFFICER (UNTIL 9/2020) 181176 0 0 0 52282 0 14721 0 11646 0 259825 0 0 0 ELIZABETH SCOTT CHIEF STRATEGIC INITIATIVES OFFICER 202366 0 15957 0 0 0 16374 0 19497 0 254194 0 0 0 APRYL EVANS CHIEF HUMAN RESOURCES OFFICER 192231 0 15894 0 0 0 15973 0 25830 0 249928 0 0 0 ELIZABETH MARKS DIR. COMMUNITY FUNDR.(UNTIL 11/2020) 164254 0 0 0 44096 0 13416 0 12835 0 234601 0 0 0 JUNIA GEISER SENIOR DIRECTOR, COMMUNICATIONS 176414 0 14308 0 0 0 14208 0 24275 0 229205 0 0 0 PART I, LINE 4A SEVERANCE PAYMENTS ARE REPORTED IN PART II, COLUMN (B)(III). PART I, LINE 7 BONUS COMPENSATION IS REPORTED IN PART II, COLUMN (B)(II). X 38553488 FMV X 77 2092500 STOCK CLOSING PRICE X FACE SHIELDS 2 1535250 FMV X EVENT MAT'L. 1 3278 FMV 1 0 1 0 PART I, COLUMN (B): AMOUNTS REPORTED IN COLUMN (B) REPRESENT THE NUMBER OF NON-CASH CONTRIBUTIONS. FORM 990, PART VIII, LINE 1G REPORTS $42,159,546 OF NON-CASH DONATIONS. SCHEDULE M, REPORTS $42,184,516. THE DIFFERENCE OF $24,970 IS A RESULT OF A 2017 PLEDGE THAT, UNDER ACCRUAL ACCOUNTING, WAS INCLUDED IN INCOME IN 2017, BUT NOT PAID DURING 2017. WHEN THIS PLEDGE WAS PAID IN 2020, THE DONOR FULFILLED THE OBLIGATIONS WITH STOCK. FORM 990, PART VI, SECTION A, LINE 4 IN 2020, USA FOR UNHCR'S BYLAWS WERE AMENDED TO UPDATE TERMS OF OFFICE, TERM LIMITS, AND COMMITTEES. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 WAS PREPARED BY THE INDEPENDENT ACCOUNTANTS AND REVIEWED BY SENIOR MANAGEMENT. IT WAS ALSO REVIEWED BY THE FINANCE COMMITTEE AND THEN FORWARDED TO THE ENTIRE BOARD BEFORE IT WAS FILED. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, EACH EMPLOYEE AND BOARD MEMBER IS REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY STATEMENT. IF THE BOARD OR COMMITTEE HAS REASONABLE CAUSE TO BELIEVE THAT AN INTERESTED PERSON HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, THE BOARD OR COMMITTEE INFORMS THE INTERESTED PERSON OF THE BASIS FOR SUCH BELIEF AND AFFORDS THE INTERESTED PERSON AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF, AFTER HEARING THE RESPONSE OF THE INTERESTED PERSON AND MAKING SUCH FURTHER INVESTIGATION AS WARRANTED UNDER THE CIRCUMSTANCES, THE BOARD OR COMMITTEE DETERMINES THAT THE INTERESTED PERSON HAS, IN FACT, FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT MAY, AT ITS DISCRETION, TAKE (OR, IN THE CASE OF A COMMITTEE LACKING SUCH AUTHORITY, MAY RECOMMEND THAT THE BOARD TAKE): (A) APPROPRIATE CORRECTIVE ACTION INCLUDING RATIFYING OR NULLIFYING THE TRANSACTION OR ARRANGEMENT; (B) APPROPRIATE DISCIPLINARY ACTION, IF ANY, AGAINST THE INTERESTED PERSON, UP TO AND INCLUDING TERMINATION; AND (C) ANY OTHER ACTION THE BOARD REASONABLY DEEMS TO BE IN THE BEST INTEREST OF THE CORPORATION. FORM 990, PART VI, SECTION B, LINE 15A THE CEO'S COMPENSATION IS REVIEWED AND APPROVED BY THE BOARD MEMBERS AND THE DECISION IS RECORDED IN THE BOARD MINUTES. THE COMPENSATION IS COMPARED AND MATCHED WITH OTHER NON-PROFIT INSTITUTIONS. THE LAST COMPENSATION REVIEW TOOK PLACE DURING 2020. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS ARE AVAILABLE ON OUR WEBSITE AND UPON REQUEST. THE GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE ALSO AVAILABLE UPON REQUEST. FORM 990, PART X, LINE 24: ON MAY 4, 2020, USA FOR UNHCR RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $1,082,100 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE WITH A DEFERRAL OF PAYMENTS FOR THE FIRST SIX MONTHS. UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MAY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION IN WHOLE OR IN PART. USA FOR UNHCR INTENDS TO USE THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS WILL MEET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. USA FOR UNHCR INTENDS TO APPLY FOR FORGIVENESS AFTER COMPLETING THE 24-WEEK PERIOD. IF FORGIVENESS IS GRANTED, USA FOR UNHCR WILL RECORD REVENUE FROM DEBT EXTINGUISHMENT DURING THE PERIOD THAT FORGIVENESS IS APPROVED. THE LOAN WAS FORGIVEN IN 2021.