SYNERGOS INSTITUTE INC: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- SYNERGOS INSTITUTE INC (EIN 13-3392006)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2020-05-29
- IRS object ID
- 202001509349301040
- Schema version
- 2018v3.1
- 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 G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2020-05-29T14:04:17-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 132781641 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MITCHELL & TITUS LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 80 PINE STREET 32 FL | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133392006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYNERGOS INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYNE | BusinessNameControlTxt |
| Phone | 6469632106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET 14TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HENRI VAN EEGHEN | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 6469632100 | PhoneNum |
| Signature | 2020-05-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | FREDERICK E DAVIS JR | PreparerPersonNm |
| PTIN | P00446023 | PTIN |
| Phone | 2127094500 | PhoneNum |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 50.204.18.22 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-05-29 | IPDt |
| IP Tm | 13:58:24 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | 0E4E5A1CADF2B0C08C629D57D211587C2FE3CCF3 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | E48BF5650B02CECFBA51529E5746DFE85798A07F | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HENRI VAN EEGHEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET 14TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10022 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $13,805,821 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SYNERGOS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SYNERGOS WORKS COLLABORATIVELY WITH LEADERS, INSTITUTIONS AND PARTNERSHIPS TO CREATE MORE JUST AND LASTING SOLUTIONS TO POVERTY. OUR MAJOR PARTNERSHIPS ARE IMPROVING EDUCATION IN BRAZIL, AGRICULTURE IN ETHIOPIA, MATERNAL AND CHILD HEALTH IN NAMIBIA, THE LIVES OF CHILDREN IN MOZAMBIQUE AND SOUTH AFRICA, AND CHILD NUTRITION. SYNERGOS ALSO WORKS WITH NETWORKS OF CIVIL SOCIETY LEADERS, PHILANTHROPISTS, AND SOCIAL INNOVATORS TO RAISE THEIR CAPACITY TO ADDRESS POVERTY AND RELATED SOCIAL PROBLEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 25 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 34 | TotalEmployeeCnt |
| Total Volunteers | 48 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $13,462,288 | PYContributionsGrantsAmt |
| CY Contributions Grants | $10,992,572 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,755,503 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,904,116 | CYProgramServiceRevenueAmt |
| PY Investment Income | $433,236 | PYInvestmentIncomeAmt |
| CY Investment Income | $586,186 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$24,318 | PYOtherRevenueAmt |
| CY Other Revenue | $80,656 | CYOtherRevenueAmt |
| PY Total Revenue | $15,626,709 | PYTotalRevenueAmt |
| CY Total Revenue | $13,563,530 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $716,509 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $435,485 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $6,046,796 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,939,500 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $426,662 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $7,119,744 | PYOtherExpensesAmt |
| CY Other Expenses | $7,126,976 | CYOtherExpensesAmt |
| PY Total Expenses | $13,883,049 | PYTotalExpensesAmt |
| CY Total Expenses | $12,501,961 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,743,660 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,061,569 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $27,970,374 | TotalAssetsBOYAmt |
| Total Assets EOY | $27,608,596 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,249,714 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,170,124 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $26,720,660 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $26,438,472 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ENLISTING PUBLIC SUPPORT INCLUDING COLLABORATION WITH PARTNERSHIP GROUPS IN THE US, JAPAN, EUROPE AND SOUTHERN HEMISPHERE COUNTRIES TO OVERCOME POVERTY THROUGH THE PUBLIC, THE PRIVATE SECTOR AND OPINION MAKERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,157,552 | ExpenseAmt |
| Grant | $289,635 | GrantAmt |
| Revenue | $1,542,337 | RevenueAmt |
| Desc | PARTNERSHIPS - SYNERGOS' PARTNERSHIPS PROGRAM IS A GLOBAL EFFORT TO CREATE SUSTAINABLE SOCIAL PROGRESS BY FORGING COLLABORATIONS THAT TRANSCEND TRADITIONAL SOCIAL BOUNDARIES. SYNERGOS BRINGS TOGETHER DIVERSE STAKEHOLDERS - INCLUDING FROM AFFECTED COMMUNITIES, GOVERNMENT AND INTERGOVERNMENTAL ORGANIZATIONS, BUSINESS, NONPROFIT ORGANIZATIONS, PHILANTHROPY, AND OTHERS - FOR JOINT ACTION. ACCOMPLISHMENTS OF THESE PARTNERSHIPS INCLUDE IMPROVED HEALTH AND NUTRITION FOR CHILDREN IN INDIA, AND FOUNDATIONS FOR IMPROVED EDUCATION IN BRAZIL AND COMMUNITY DEVELOPMENT IN MEXICO. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,387,055 | ExpenseAmt |
| Grant | $116,297 | GrantAmt |
| Revenue | $367,782 | RevenueAmt |
| Desc | NETWORKS - SYNERGOS HAS 3 INTERNATIONAL NETWORKS. THROUGH OUR GLOBAL PHILANTHROPISTS CIRCLE, WE WORK WITH MORE THAN 250 PHILANTHROPISTS AND SOCIAL INVESTORS FROM OVER 25 COUNTRIES TO INCREASE THEIR IMPACT. OUR SENIOR FELLOWS MAKE UP A NETWORK OF ABOUT 150 CIVIL SOCIETY LEADERS FROM MORE THAN 40 COUNTRIES THAT HELPS MEMBERS INCREASE THEIR IMPACT, PARTICULARLY BY SERVING AS CATALYSTS FOR MULTI-SECTOR PARTNERSHIPS. AND OUR ARAB WORLD SOCIAL INNOVATORS PROGRAM SUPPORTS SOCIAL ENTREPRENEURS SERVING POOR AND MARGINALIZED COMMUNITIES IN EGYPT, JORDAN, LEBANON, MOROCCO, PALESTINE, AND THE UNITED ARAB EMIRATES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,456,049 | ExpenseAmt |
| Grant | $29,553 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | NIGERIA - SYNERGOS WORKS IN NIGERIA TO IMPROVE LIVELIHOODS OF SMALLHOLDER FARMERS. OUR PROGRAMS RECOGNIZE THE IMPORTANCE OF AGRICULTURE'S LINKAGES WITH MARKETS, NUTRITION, GENDER, AND EMPLOYMENT. WE WORK TO STRENGTHEN CAPACITY AMONG LEADERS IN THE AGRICULTURAL SECTOR, AND WE CREATE COLLABORATIVE OPPORTUNITIES FOR THOSE IN GOVERNMENT, BUSINESS, INVESTORS, PHILANTHROPISTS AND FARMERS ORGANIZATIONS. BY CONNECTING THESE GROUPS TO THEIR CORE VALUES AND PASSION FOR LIVELIHOODS AND AGRICULTURE, WE ENABLE THEM TO BE MORE OPEN-MINDED AND OPEN-HEARTED, AND INSPIRE TRUST THAT MAKES TRANSFORMATION POSSIBLE. SYNERGOS HELPS THESE LEADERS SHIFT MINDSETS FOR INNOVATION AND RESULTS. IN NIGERIA, WE ARE USING A SYSTEMS CHANGE AND INNOVATION APPROACH IN OUR WORK WITH PARTNERS IN THREE STATES - KOGI, KADUNA, AND BENUE - UNDER THE STATE PARTNERSHIP FOR AGRICULTURE (SPA). SPA IS A PARTNERSHIP BETWEEN THE FEDERAL MINISTRY OF AGRICULTURE AND RURAL DEVELOPMENT AND VARIOUS STATE GOVERNMENTS IN NIGERIA, WITH SYNERGOS AS THE IMPLEMENTING PARTNER. SPA IS CREATING A SHIFT FROM SUBSISTENCE FARMING TO THE BUSINESS OF AGRICULTURE, WITH AN INITIAL FOCUS ON CASSAVA AND RICE, TWO MAJOR STAPLES. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,011,273 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | AGRICULTURE IN ETHIOPIA - WE ARE IMPROVING LIVELIHOODS AND FOOD SECURITY OF SMALLHOLDER FARMERS THROUGHOUT ETHIOPIA. SYNERGOS WORKS WITH THE NATIONAL AGRICULTURAL TRANSFORMATION AGENCY AND THE MINISTRY OF AGRICULTURE, GUIDING COLLABORATION WITH DIVERSE STAKEHOLDERS AND STIMULATING INITIATIVES TO REMOVE SYSTEMIC BLOCKAGES. EARLY OUTCOMES INCLUDE REFORM OF PUBLIC POLICY ON SEED DISTRIBUTION AND INNOVATIONS THAT INCREASE YIELDS FOR TEF, AN IMPORTANT GRAIN. EXPENSES $ 764,365, INCLUDING GRANTS OF $ 0. REVENUE $ 0.COMMUNICATIONS AND OUTREACH DISSEMINATE KNOWLEDGE AND INFORMATION TO ITS CONSTITUENCIES AND PROVIDES VARIOUS PUBLICATIONS AND MATERIALS TO ENHANCE THE WORK DONE WITH PARTNERS.EXPENSES $ 224,618, INCLUDING GRANTS OF $ 0. REVENUE $ 0. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $1,011,273 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $0 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $0 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,011,929 | 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 |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | 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 | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | 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 | 37 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 34 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Foreign Country | NI | ForeignCountryCd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | BR | ForeignCountryCd |
| Foreign Country | WA | ForeignCountryCd |
| Foreign Country | MX | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| 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 | 25 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| 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 |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WHIPPLEWOOD CPAS ATTN WENDY CIANCIO | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 3039897600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 11852 SHAFFER DRIVE BUILDING B | AddressLine1Txt |
| City | LITTLETON | CityNm |
| State Abbreviation | CO | StateAbbreviationCd |
| ZIP | 80127 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 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 |
|---|---|---|---|---|---|---|---|---|---|
| DAVID DE FERRANTI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCOS DE MORAES | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLIOTT DONNELLEY II | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| PEGGY DULANY | |||||||||
| CHAIRPERSON | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PHILIPP ENGELHORN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY FORD | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| NILI GILBERT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MAYRA HERNANDEZ | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| RAZA JAFAR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LARRY LUNT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| GRACA MACHEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DARREN MANELSKI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DON MOHANLAL | |||||||||
| PRESIDENT & CEO-UNTIL MARCH 2018 | 35.00 | 0.00 | Yes (X) | $127,970 | $0 | $18,450 | Yes (X) | ||
| RODOLFO OGARRIO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ZAINAB SALBI | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM SAMUEL | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| ADELE SIMMONS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| LIESEL PRITZKER SIMMONS | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| DAFNA TAPIERO | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY TIMPSON | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| CORAZON SOLIMAN | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| UDAY KHEMKA | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SERGE DUMONT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| JEFF SEABRIGHT | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| MONICA WINSOR | |||||||||
| DIRECTOR | 1.00 | 0.00 | Yes (X) | $0 | $0 | $0 | |||
| SHARON LUNGRIN | |||||||||
| CFO/SENIOR DIRECTOR OPERATION | 35.00 | 0.00 | $78,625 | $0 | $29,554 | Yes (X) | |||
| SURITA SANDOSHAM | |||||||||
| PCG | 35.00 | 0.00 | $177,252 | $0 | $32,438 | Yes (X) | |||
| JOHN HELLER | |||||||||
| SENIOR DIRECTOR - SERVICES | 35.00 | 0.00 | $117,986 | $0 | $43,813 | Yes (X) | |||
| FERNE MELE | |||||||||
| DIRECTOR - DEVELOPMENT | 35.00 | 0.00 | $161,336 | $0 | $32,786 | Yes (X) | |||
| DANIEL DOMAGALA | |||||||||
| DIRECTOR - BRAZIL | 35.00 | 0.00 | $128,678 | $0 | $29,278 | Yes (X) | |||
| LEAH BRADFORD | |||||||||
| DIRECTOR - SERVICES | 35.00 | 0.00 | $171,070 | $0 | $40,687 | Yes (X) | |||
| VIRGINIA BRIONES | |||||||||
| DIRECTOR - HUMAN RESOURCES | 35.00 | 0.00 | $149,290 | $0 | $46,237 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,112,207 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $273,243 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 10 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt | Address Line1ContractorAddress/ForeignAddress/AddressLine1Txt | CityContractorAddress/ForeignAddress/CityNm | Province Or StateContractorAddress/ForeignAddress/ProvinceOrStateNm | CountryContractorAddress/ForeignAddress/CountryCd | Foreign PostalContractorAddress/ForeignAddress/ForeignPostalCd |
|---|---|---|---|---|---|---|---|---|---|---|
| DYNAMICA INC | ||||||||||
| 930 FIFTH AVENUE 3F | NEW YORK | NY | 10021 | CONSULTING SUPPORT SERVICES | $339,401 | |||||
| TECHNOSERVE | ||||||||||
| 1710 RHODE ISLAND AVENUE NW 8TH FLO | WASHINGTON | DC | 20036 | GRANT SUPPORT SERVICES | $300,000 | |||||
| WHIPPLEWOOD CPAS | ||||||||||
| 11852 SHAFFER DRIVE BLDG B | LITTLETON | CO | 80127 | ACCOUNTING SERVICES | $167,473 | |||||
| HISHAM MOHAMED MAHMOUD EL ROUBY | ||||||||||
| CONSULTING FOR MENA | $119,276 | 3 MAHMOUD ABO EL IOUN ST | HELIPOLES | CAIRO | EG | 11865 | ||||
| LIANG SHI YUN JENNA | ||||||||||
| CONTRACT STAFF | $104,304 | 10 COOPER ROAD | HK | HK | HK | 852 | ||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,087,190 | MembershipDuesAmt |
| Fundraising | $446,431 | FundraisingAmt |
| All Other Contributions | $8,458,951 | AllOtherContributionsAmt |
| Noncash Contributions | $45,185 | NoncashContributionsAmt |
| Total Contributions | $10,992,572 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM CONSULTING FEE | 900099 | $1,542,337 | $1,542,337 |
| GLOBAL PHILANTHROPISTS TRIP RETRE | 900099 | $361,779 | $361,779 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,904,116 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $375,035 | TotalRevenueColumnAmt |
| Exclusion | $375,035 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,654 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $74,654 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $74,654 | TotalRevenueColumnAmt |
| Exclusion | $74,654 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $267,630 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $56,366 | SecuritiesAmt |
| Other | $113 | OtherAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $211,264 | SecuritiesAmt |
| Other | -$113 | OtherAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $211,151 | TotalRevenueColumnAmt |
| Exclusion | $211,151 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $185,812 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $446,431 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $185,812 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $0 | TotalRevenueColumnAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $6,002 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $6,002 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $6,002 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $13,563,530 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,910,118 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $660,840 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $435,485 | TotalAmt |
| Program Services | $435,485 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $434,419 | TotalAmt |
| Program Services | $288,950 | ProgramServicesAmt |
| Management And General | $103,627 | ManagementAndGeneralAmt |
| Fundraising | $41,842 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,197,257 | TotalAmt |
| Program Services | $2,032,549 | ProgramServicesAmt |
| Management And General | $907,284 | ManagementAndGeneralAmt |
| Fundraising | $257,424 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,572 | TotalAmt |
| Program Services | $61,011 | ProgramServicesAmt |
| Management And General | $25,917 | ManagementAndGeneralAmt |
| Fundraising | $4,644 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $890,077 | TotalAmt |
| Program Services | $612,179 | ProgramServicesAmt |
| Management And General | $221,626 | ManagementAndGeneralAmt |
| Fundraising | $56,272 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $326,175 | TotalAmt |
| Program Services | $253,567 | ProgramServicesAmt |
| Management And General | $56,305 | ManagementAndGeneralAmt |
| Fundraising | $16,303 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $103,236 | TotalAmt |
| Program Services | $46,134 | ProgramServicesAmt |
| Management And General | $53,257 | ManagementAndGeneralAmt |
| Fundraising | $3,845 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $450,113 | TotalAmt |
| Program Services | $122,245 | ProgramServicesAmt |
| Management And General | $319,169 | ManagementAndGeneralAmt |
| Fundraising | $8,699 | FundraisingAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $68,420 | TotalAmt |
| Program Services | $22,293 | ProgramServicesAmt |
| Management And General | $45,128 | ManagementAndGeneralAmt |
| Fundraising | $999 | FundraisingAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,061,686 | TotalAmt |
| Program Services | $2,809,032 | ProgramServicesAmt |
| Management And General | $239,265 | ManagementAndGeneralAmt |
| Fundraising | $13,389 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,786 | TotalAmt |
| Program Services | $78,277 | ProgramServicesAmt |
| Management And General | $120,882 | ManagementAndGeneralAmt |
| Fundraising | $627 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $116,120 | TotalAmt |
| Program Services | $26,520 | ProgramServicesAmt |
| Management And General | $89,600 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $715,456 | TotalAmt |
| Program Services | $166,824 | ProgramServicesAmt |
| Management And General | $548,567 | ManagementAndGeneralAmt |
| Fundraising | $65 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $761,912 | TotalAmt |
| Program Services | $685,315 | ProgramServicesAmt |
| Management And General | $62,391 | ManagementAndGeneralAmt |
| Fundraising | $14,206 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,146,471 | TotalAmt |
| Program Services | $1,127,015 | ProgramServicesAmt |
| Management And General | $11,446 | ManagementAndGeneralAmt |
| Fundraising | $8,010 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,741 | TotalAmt |
| Program Services | $23,382 | ProgramServicesAmt |
| Management And General | $11,185 | ManagementAndGeneralAmt |
| Fundraising | $174 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $238,513 | TotalAmt |
| Program Services | $85,242 | ProgramServicesAmt |
| Management And General | $153,271 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,298 | TotalAmt |
| Program Services | $6,353 | ProgramServicesAmt |
| Management And General | $85,945 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| BAD DEBT EXPENSE | $100,000 | $100,000 | $0 | $0 |
| EXTERNAL COMMUNICATIONS | $38,224 | $29,556 | $8,505 | $163 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,501,961 | TotalAmt |
| Program Services | $9,011,929 | ProgramServicesAmt |
| Management And General | $3,063,370 | ManagementAndGeneralAmt |
| Fundraising | $426,662 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $581,620 | BOYAmt |
| EOY | $7,260,469 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,115,501 | BOYAmt |
| EOY | $1,201,382 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,056,773 | BOYAmt |
| EOY | $2,233,390 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $343,202 | BOYAmt |
| EOY | $250,042 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,411,929 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,755,549 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $895,627 | BOYAmt |
| EOY | $656,380 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,949,488 | BOYAmt |
| EOY | $14,500,210 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,574,948 | BOYAmt |
| EOY | $1,511,197 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $453,215 | BOYAmt |
| EOY | -$4,474 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,970,374 | BOYAmt |
| EOY | $27,608,596 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $697,579 | BOYAmt |
| EOY | $777,040 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | -$41,940 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $552,135 | BOYAmt |
| EOY | $435,024 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,249,714 | BOYAmt |
| EOY | $1,170,124 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,463,086 | BOYAmt |
| EOY | $17,116,320 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,257,574 | BOYAmt |
| EOY | $9,322,152 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $26,720,660 | BOYAmt |
| EOY | $26,438,472 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $27,970,374 | BOYAmt |
| EOY | $27,608,596 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $1,061,569 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$1,690,530 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $346,773 | 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 | 0 | FederalGrantAuditRequiredInd |
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 | $16,963,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,099,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,082,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,462,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,992,572 | CurrentTaxYearAmt |
| Total | $67,600,776 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,963,320 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $16,099,773 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $10,082,823 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $13,462,288 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,992,572 | CurrentTaxYearAmt |
| Total | $67,600,776 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,002,674 | SubstantialContributorsTotAmt |
| Public Support Total170 | $32,598,102 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $300,688 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $384,784 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $310,031 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $313,724 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $449,689 | CurrentTaxYearAmt |
| Total | $1,758,916 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $54,683 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $66,126 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $60,146 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $41,400 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $6,002 | CurrentTaxYearAmt |
| Total | $228,357 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $69,588,049 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $6,956,287 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.46840 | PublicSupportCY170Pct |
| Public Support PY170 | 0.62210 | 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 MISC REVENUE - 2014 AMOUNT: $ 54,683. 2015 AMOUNT: $ 66,126. 2016 AMOUNT: $ 60,146. 2017 AMOUNT: $ 41,400. 2018 AMOUNT: $ 6,002. | 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
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $17,766,186 | BeginningYearBalanceAmt |
| Contributions | $0 | ContributionsAmt |
| Investment Earnings Or Losses | -$1,188,264 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $0 | OtherExpendituresAmt |
| Administrative Expenses | $0 | AdministrativeExpensesAmt |
| End Year Balance | $16,577,922 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $7,963,196 | BeginningYearBalanceAmt |
| Contributions | $9,000,000 | ContributionsAmt |
| Investment Earnings Or Losses | $1,187,702 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $350,000 | OtherExpendituresAmt |
| Administrative Expenses | $34,712 | AdministrativeExpensesAmt |
| End Year Balance | $17,766,186 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,884,064 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $616,219 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,500,000 | OtherExpendituresAmt |
| Administrative Expenses | $37,087 | AdministrativeExpensesAmt |
| End Year Balance | $7,963,196 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,677,106 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$161,648 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $590,000 | OtherExpendituresAmt |
| Administrative Expenses | $41,394 | AdministrativeExpensesAmt |
| End Year Balance | $8,884,064 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,929,075 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $550,197 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $760,000 | OtherExpendituresAmt |
| Administrative Expenses | $42,166 | AdministrativeExpensesAmt |
| End Year Balance | $9,677,106 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,375,000 | OtherCostOrOtherBasisAmt |
| Depreciation | $890,726 | DepreciationAmt |
| Book Value | $484,274 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $638,904 | OtherCostOrOtherBasisAmt |
| Depreciation | $470,511 | DepreciationAmt |
| Book Value | $168,393 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $398,025 | OtherCostOrOtherBasisAmt |
| Depreciation | $394,312 | DepreciationAmt |
| Book Value | $3,713 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $656,380 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INVESTMENT FUNDS | Desc |
| Book Value | $1,511,197 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $1,511,197 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $11,391 |
| DEFERRED LEASE OBLIGATIONS | $423,633 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $435,024 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED THE ORGANIZATION'S INCOME TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2018 AND CONCLUDED THAT THE SYNERGOS INSTITUTE, INC., THE SYNERGOS INSTITUTE (SOUTHERN AFRICA), AND THE SYNERGOS NAMIBIA TRUST HAD TAKEN NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE ADJUSTMENTS OR DISCLOSURES TO THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYNERGOS INSTITUTE (SOUTHERN AFRICA) CONTINUED TO UNDERTAKE PUBLIC BENEFIT ACTIVITIES IN COMPLIANCE WITH THE REQUIREMENTS OF PUBLIC BENEFIT ORGANIZATIONS UNDER THE LAWS OF SOUTH AFRICA. THE ACTIVITIES OF THE YNERGOS NAMIBIA TRUST ARE IN COMPLIANCE WITH THE REQUIREMENTS OF A PUBLIC TRUST UNDER THE LAWS OF NAMIBIA. |
| PART V, LINE 4: | THE PURPOSE OF THE PORTFOLIO IS TO GENERATE LONG-TERM FINANCIAL STABILITY AND INVESTMENT INCOME TO SUPPORT THE ON-GOING ACTIVITIES OF SYNERGOS INSTITUTE, AS A BOARD-RESTRICTED FUND. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (8 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 1 | 12 | PROGRAM SERVICES | SUPPORT TO FEDERAL MINISTRY OF AGRICULTURE AND TO STATE MINISTRIES OF AGRICULTURE IN BENUE, KOGI AND KADUNA STATES. | $3,479,072 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 1 | 2 | PROGRAM SERVICES | HEALTH AND NUTRITION PROGRAM. | $154,994 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 1 | 4 | PROGRAM SERVICES | SOCIAL CONNECTEDNESS AND THE CHILDREN'S SECTOR. | $352,113 |
| SUB-SAHARAN AFRICA - ANGOLA, BENIN, BOTSWANA, BURKINA FASO, | 1 | 14 | PROGRAM SERVICES | CAPACITY BUILDING FOR ETHIOPIAN GOVERNMENT AGENCIES INCLUDING AGRICULTURE, HEALTH AND THE PRIME MINISTER'S OFFICE. | $794,376 |
| SOUTH AMERICA - ARGENTINA, BOLIVIA, BRAZIL, CHILE, COLUMBIA, ECUADOR | 1 | 3 | PROGRAM SERVICES | SERVICES TO THE PHILANTHROPY SECTOR AND LEADERSHIP TRAINING. | $199,224 |
| NORTH AMERICA - CANADA AND MEXICO, BUT NOT THE UNITED STATES | 0 | 1 | PROGRAM SERVICES | LEADERSHIP TRAINING AND SUPPORT TO COLLABORATIVE COMMUNITY INITIATIVES. | $116,814 |
| SOUTH ASIA - AFGHANISTAN, BANGLADESH, BHUTAN, INDIA, MALDIVES, NEPAL, | 0 | 16 | PROGRAM SERVICES | WORK WITH STAKEHOLDERS TO BUILD AN ALLIANCE TO PREVENT CHILDREN'S DROWNING AND PROVIDE CHILDCARE AND EARLY DEVELOPMENT SERVICES. | $412,501 |
| MIDDLE EAST AND NORTH AFRICA - ALGERIA, BAHRAIN, DJIBOUTI, EGYPT, | 1 | 6 | PROGRAM SERVICES | PROMOTION OF SOCIAL ENTREPRENEURSHIP AND YOUTH EMPLOYABILITY IN PALESTINE. | $195,510 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 6 | SubtotalOfficesCnt |
| Subtotal Employees | 58 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 6 | TotalOfficeCnt |
| Total Employee | 58 | TotalEmployeeCnt |
| Subtotal Spent | $5,704,604 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $5,704,604 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (5 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| BANGLADESH | RELATED TO THE DROWNING PREVENTION PROGRAM | $230,045 | WIRE TRANSFER |
| MIDDLE EAST/NORTH AFRICA | SUPPORT PROGRAMS TO SUPPORT CHILDREN'S WELLBEING IN PALESTINE | $101,275 | WIRE TRANSFER |
| SOUTH AFRICA | FOR KUHLUKA'S EFFORTS TO SUPPORT VULNERABLE WOMEN AND THEIR CHILDREN AND TO ADDRESS GENDER VIOLENCE IN SOUTH AFRICA | $59,589 | WIRE TRANSFER |
| NIGERIA | SPA GRANT FROM GATES FOUNDATION | $29,553 | WIRE TRANSFER |
| MIDDLE EAST/NORTH AFRICA | FOR SEED FUNDING TO NEW SOCIAL PURPOSE INITIATIVES RUN BY YOUTH | $14,797 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Org | 5 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SUB-GRANTS MADE BY SYNERGOS TO ENTITIES AND INDIVIDUALS OUTSIDE THE UNITED STATES REQUIRE A LETTER OF AGREEMENT BETWEEN SYNERGOS AND THE SUB-GRANTEE. SYNERGOS REQUIRES PROGRESS REPORTS AND FINAL REPORTS FROM ALL SUB-GRANTEES. BOTH NARRATIVE AND FINANCIAL REPORTS ARE REQUIRED. EXPENSES INCURRED BY THE SUBGRANTEE IN CARRYING OUT THE FUNDED ACTIVITY MUST BE FULLY DOCUMENTED BY THE SUBGRANTEE. DEPENDING ON THE SIZE AND NATURE OF THE SUBGRANT, SYNERGOS STAFF MAY VISIT THE SUBGRANTEE REGULARLY TO ASSESS PROGRESS AND RESULTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Event1 | DINNER | Event1Nm |
| Gross Receipts Event1 | $632,243 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $446,431 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $185,812 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,920 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $65,968 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $109,924 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $632,243 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $446,431 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $185,812 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,920 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $65,968 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $109,924 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $185,812 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | $0 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| 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 (6 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SURITA SANDOSHAM | ||||||||||||||
| PCG | $177,252 | $0 | $0 | $0 | $0 | $0 | $8,873 | $0 | $23,565 | $0 | $209,690 | $0 | $0 | $0 |
| JOHN HELLER | ||||||||||||||
| SENIOR DIRECTOR - SERVICES | $117,986 | $0 | $0 | $0 | $0 | $0 | $4,625 | $0 | $39,188 | $0 | $161,799 | $0 | $0 | $0 |
| FERNE MELE | ||||||||||||||
| DIRECTOR - DEVELOPMENT | $161,336 | $0 | $0 | $0 | $0 | $0 | $7,846 | $0 | $24,940 | $0 | $194,122 | $0 | $0 | $0 |
| DANIEL DOMAGALA | ||||||||||||||
| DIRECTOR - BRAZIL | $128,678 | $0 | $0 | $0 | $0 | $0 | $6,017 | $0 | $23,261 | $0 | $157,956 | $0 | $0 | $0 |
| LEAH BRADFORD | ||||||||||||||
| DIRECTOR - SERVICES | $171,070 | $0 | $0 | $0 | $0 | $0 | $7,373 | $0 | $33,314 | $0 | $211,757 | $0 | $0 | $0 |
| VIRGINIA BRIONES | ||||||||||||||
| DIRECTOR - HUMAN RESOURCES | $149,290 | $0 | $0 | $0 | $0 | $0 | $7,418 | $0 | $38,819 | $0 | $195,527 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 4A | FormAndLineReferenceDesc |
| Explanation | DON MOHANLAL RECEIVED SEVERANCE PAYMENTS OF $57,460 IN 2018. | ExplanationTxt |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 3 | ContributionCnt |
| Noncash Contributions Rpt F990 | $45,185 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 2 | LIESEL PRITZKER SIMMONS AND ADELE SIMMONS, BOARD DIRECTORS, HAVE A FAMILY RELATIONSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | DATA IS GATHERED FOR THE FORM 990 BY THE FINANCE TEAM, ASSISTED BY HR AND OTHER DEPARTMENTS AS NEEDED. A QUESTIONNAIRE PROVIDED BY THE AUDIT FIRM WITH REQUEST FOR DATA RELEVANT TO THE FORM 990 IS COMPLETED BY THE FINANCE TEAM AND ATTACHMENTS AND CLARIFICATIONS TO THE QUESTIONNAIRE ARE PREPARED CONCURRENTLY. THE COMPLETED QUESTIONNAIRE IS PROVIDED TO THE AUDIT FIRM WHICH REVIEWS, SEEKING ANY NECESSARY CLARIFICATIONS. A DRAFT FORM 990 IS PREPARED BY THE AUDIT FIRM, WHICH IS FINAL-REVIEWED BY THE FINANCE DIRECTOR. THE 990 AND FINANCIALS ARE PROVIDED TO THE CEO FOR REVIEW, AND THEN PRESENTED TO THE AUDIT COMMITTEE BY THE AUDIT FIRM. BOARD MEMBERS ARE THEN PROVIDED THE 990 AND FINANCIALS FOR REVIEW AND APPROVAL. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND REQUIRES ALL NEW EMPLOYEES, KEY EMPLOYEES AND BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST STATEMENT, WHICH IS KEPT ON FILE AT THE ORGANIZATION. EMPLOYEES AND BOARD MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS (AT MINIMUM), AND THE ORGANIZATION REQUIRES ALL BOARD MEMBERS AND KEY EMPLOYEES TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE ARE KEPT ON FILE AT THE ORGANIZATION. FURTHER MONITORING OF THE CONFLICT OF INTEREST POLICY OCCURS INFORMALLY THROUGHOUT THE YEAR: DURING ANNUAL AND MID-YEAR REVIEWS BETWEEN EMPLOYEES AND SUPERVISORS, AND DURING FORMAL AND INFORMAL MEETINGS WITH BOARD MEMBERS. IF AN INDIVIDUAL HAS AN ACTUAL OR POTENTIAL CONFLICT, HE/SHE MUST REFRAIN FROM PARTICIPATION IN ANY DECISION ON SUCH MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS REVIEWED AND SET ANNUALLY BY THE BOARD OF DIRECTORS. IN PREPARATION FOR THIS PROCESS, THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF SIMILAR LEADERSHIP POSITIONS OF ORGANIZATIONS OF SIMILAR SIZE, TYPE AND BUDGET IN ORDER TO ENSURE THAT THE CEO'S COMPENSATION FALLS WITHIN A COMPARABLE RANGE FOR SIMILAR ROLES AND RESPONSIBILITIES IN THE INDUSTRY AND REGION. COMPENSATION FOR ALL OTHER EMPLOYEES IS SET BY THE CEO IN CONSULTATION WITH OTHER SENIOR STAFF. THE HUMAN RESOURCES DEPARTMENT OBTAINS SALARY SURVEY INFORMATION ANNUALLY IN ORDER TO PROVIDE DATA ON CURRENT SALARY RANGES FOR COMPARABLE POSITIONS AT ORGANIZATIONS OF SIMILAR SIZE, TYPE AND BUDGET. THIS INFORMATION IS MADE AVAILABLE TO THE CEO AND SENIOR MANAGEMENT SO THAT SALARY DECISIONS REFLECT COMPETITIVE AND COMPARABLE RANGES FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS. COMPENSATION FOR EACH POSITION IS REVIEWED BY SENIOR MANAGEMENT AND THE CEO, DURING THE ANNUAL BUDGETING PROCESS, AND SALARY RANGES FOR EACH POSITION FOR THE COMING YEAR ARE DETERMINED AT THAT TIME. A CONSIDERATION OF COST OF LIVING INCREASES IN THE REGION IN THE PAST YEAR IS TAKEN INTO ACCOUNT, INCLUDING KNOWLEDGE OF WHAT SIMILAR ORGANIZATIONS ARE DOING FOR THEIR STAFF WITH REGARD TO COST OF LIVING INCREASES. THE ORGANIZATION HAS IN SOME YEARS, BUT NOT ALL YEARS, MADE COMPENSATION ADJUSTMENTS ACROSS THE BOARD TO REFLECT COST OF LIVING INCREASES. ALL COMPENSATION CHANGES FOR EMPLOYEES ARE APPROVED BY THE CEO PRIOR TO ANNOUNCING OR INSTITUTING THE CHANGES |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | PROGRAM CONSULTANT: PROGRAM SERVICE EXPENSES 2,265,805. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,265,805. PROJECT CONSULTANTS: PROGRAM SERVICE EXPENSES 498,494. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 498,494. OTHER FEES FOR SERVICES: PROGRAM SERVICE EXPENSES 44,733. MANAGEMENT AND GENERAL EXPENSES 239,265. FUNDRAISING EXPENSES 13,389. TOTAL EXPENSES 297,387. |
| FORM 990, PART XI, LINE 9: | FOREIGN CURRENCY TRANSLATION LOSS -77,301. DIFF. DUE TO INTERCOMPANY BALANCES THAT WERE ELIMINATED FOR CONSOLIDATION 424,074. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGOS INSTITUTE - SOUTH AFRICA | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NO67 4TH AVENUE | AddressLine1Txt |
| City | MELVILLE | CityNm |
| Province Or State | JOHANNESBURG | ProvinceOrStateNm |
| Country | SF | CountryCd |
| Foreign Postal | 2092 | ForeignPostalCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | DEVELOPING & SUSTAINING PARTNERSHIPS & NETWORKS - AIMS TO REDUCE POVERTY | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | SF | LegalDomicileForeignCountryCd |
| Exempt Code Section | SEC 21 OF COMPANIES | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYNERGOS INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGOS NAMIBIA TRUST | BusinessNameLine1Txt |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 152 ROBERT MUGABE AVENUE | AddressLine1Txt |
| City | WINDHOEK | CityNm |
| Country | WA | CountryCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | CHARITABLE | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | WA | LegalDomicileForeignCountryCd |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYNERGOS INSTITUTE INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Entity Type | T | EntityTypeTxt |
| Share Of EOY Assets | $693,699 | ShareOfEOYAssetsAmt |
| Ownership | 1.00000 | OwnershipPct |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| 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 | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGOS INSTITUTE - SOUTH AFRICA | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $342,109 | InvolvedAmt |
| Method Of Amount Determination | TIME | MethodOfAmountDeterminationTxt |
Comments