2020-09-15T14:01:07-05:00 2020-03-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2019-04-01 811397590 THE MALALA FUND MALA 2127058749 PO BOX 53347 WASHINGTON DC 20009 SUZANNE EHLERS CEO 2127058749 2020-09-15 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2020-09-15 15:00:12 ED P 78B839CC5608C8DA8CE3DE8F7F19080C5322BFB1 D09B25F2EF68C29D358303A1D2DCFCCD9E3A835B 2019 2021-01-29 14:40:06Z SUZANNE EHLERS PO BOX 53347 WASHINGTON DC 20009 19255098 0 X WWW.MALALA.ORG X 2016 DE MALALA FUND IS WORKING TOWARD A WORLD WHERE ALL GIRLS CAN LEARN FOR 12 YEARS AND LEAD WITHOUT FEAR. 7 7 32 7 0 0 13232612 11269991 0 0 9612 198903 0 0 13242224 11468894 5049773 5737267 0 0 2221347 2524150 0 0 888299 2896214 2245336 10167334 10506753 3074890 962141 20229882 22284931 5435805 6710821 14794077 15574110 X THE MALALA FUND PROMOTES GIRLS' EDUCATION AND EQUALITY WORLDWIDE BY WORKING TO ENSURE THAT GIRLS EVERYWHERE HAVE ACCESS TO 12 YEARS OF FREE, SAFE, QUALITY EDUCATION. 0 0 8358954 5737267 IN AFGHANISTAN, BRAZIL, ETHIOPIA, INDIA, LEBANON, NIGERIA, PAKISTAN AND TURKEY, THE MALALA FUND SUPPORTS ORGANIZATIONS WORKING TO ENSURE GIRLS CAN ACCESS 12 YEARS OF FREE, SAFE, QUALITY EDUCATION. GRANTS FROM THE MALALA FUND HELP GIRLS STAY IN SCHOOL AND FUND EDUCATIONAL TECHNOLOGY AND MENTORSHIP PROGRAMS. THE MALALA FUND ALSO CREATES NETWORKS OF STUDENTS, EDUCATORS AND EDUCATION ACTIVISTS WHO ADVOCATE AT THE LOCAL, NATIONAL AND INTERNATIONAL LEVELS FOR RESOURCES AND POLICY CHANGES NEEDED TO GIVE ALL GIRLS A SECONDARY EDUCATION. SOME ACCOMPLISHMENTS OF OUR GRANTEES IN 2019 INCLUDED:IN AFGHANISTAN, GRANTEE WATCH ON BASIC RIGHTS AFGHANISTAN ORGANIZATION (WBRAO) WORKED WITH THE MINISTRY OF HAJJ AND RELIGIOUS AFFAIRS TO DEVELOP SERMONS AND PROMOTIONAL MATERIALS THAT SUPPORT GIRLS' EDUCATION AND RIGHTS. THE MINISTRY DISSEMINATED THE SPEECHES AND PRINTED MATERIAL TO NEARLY 5,000 MOSQUES ACROSS AFGHANISTAN TO IMPROVE SOCIAL PERCEPTIONS OF GIRLS' EDUCATION. IN THE QUILOMBOLA TERRITORIES OF BRAZIL, GRANTEE CENTRO CULTURAL LUIZ FREIRE (CCLF) WORKED WITH THE MUNICIPALITY OF EDUCATION TO HELP REPAIR SCHOOL TRANSPORTATION VEHICLES AND INCREASE THEIR CIRCULATION THROUGH THE QUILOMBOLA TERRITORIES TO BRING MORE GIRLS TO SCHOOL. IN INDIA'S STATE OF BIHAR, GRANTEE AZAD INDIA FOUNDATION ENROLLED 1,200 OUT-OF-SCHOOL GIRLS IN REMEDIAL EDUCATION CLASSES. THE GRANTEE ORGANIZATION USED MALALA FUND'S GIRL ADVOCATE GUIDE TO TEACH GIRLS PUBLIC-SPEAKING AND HOW TO ADVOCATE FOR THEIR RIGHT TO LEARN. IN LEBANON, THREE MALALA FUND GRANTEES JOINED FORCES TO DEVELOP A REMEDIAL EDUCATION PROGRAMME THAT PREPARES SYRIAN REFUGEE GIRLS TO PASS THE BREVET EXAM, A REQUIRED TEST TO ENTER UPPER SECONDARY SCHOOL IN LEBANON. IN NIGERIA, GRANTEE CENTRE FOR GIRLS' EDUCATION (CGE) PROVIDED 418 OUT-OF-SCHOOL GIRLS WITH CLASSES IN LITERACY, NUMERACY AND LIFE SKILLS, WHICH HELPED 86% OF THEM ENROLL IN FULL-TIME PUBLIC SCHOOL. AS A RESULT OF THEIR SUCCESS, THE ORGANIZATION IS NOW WORKING TO HELP REPLICATE THE MODEL AT A GIRLS' CENTRE IN NIGER. IN PAKISTAN, AS A RESULT OF GRANTEE BLUE VEINS' ADVOCACY WORK, THE PROVINCIAL GOVERNMENT IN KHYBER PAKHTUNKHWA SIGNIFICANTLY INCREASED FUNDING LEVELS FOR GIRLS' EDUCATION - THE SINGLE LARGEST ALLOCATION FOR GIRLS' EDUCATION IN THE PROVINCE'S HISTORY, WHICH WILL GO TOWARDS RECONSTRUCTION, ESTABLISHMENT AND REHABILITATION OF GIRLS' SCHOOLS IN THE AREA. IN TURKEY, GRANTEE MAVI KALEM WORKED WITH 85 TEACHERS TO IMPLEMENT STANDARDS IN CLASSROOMS TO IMPROVE OVER 11,000 SYRIAN REFUGEE STUDENTS' CONTINUITY IN EDUCATION. 8358954 1 1 0 1 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 23 0 1 32 1 0 0 0 0 0 0 0 0 0 0 0 0 X 7 7 1 0 0 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 MA MD MI MN MS NC NH NJ NM NY OR PA RI SC TN UT VA WV WI X X SUZANNE EHLERS 2027948744 1921 FLORIDA AVENUE NW 53347 WASHINGTON DC 20009 MALALA YOUSAFZAI HONORARY CHAIRPERSON 10.00 X 0 0 0 ZIAUDDIN YOUSAFZAI HONORARY CHAIRPERSON 10.00 X 0 0 0 SUSAN MCCAW BOARD CHAIR 1.00 X X 0 0 0 LYNN TALIENTO TREASURER 1.00 X X 0 0 0 ALAA MURABIT DIRECTOR 1.00 X 0 0 0 FAYEEZA NAQVI DIRECTOR (UNTIL 9/12/19) 1.00 X 0 0 0 MABEL VAN ORANJE DIRECTOR 1.00 X 0 0 0 FRANCOISE KPEGLO DIRECTOR (FROM 3/14/20) 1.00 X 0 0 0 SUZANNE EHLERS CEO (FROM 2/3/20) 40.00 X 0 0 0 AMANDA COSBY SEC & INT CO-CEO (UNTIL 2/3/20)& COO 40.00 X 145725 0 20154 TAYLOR ROYLE INT CO-CEO (UNTIL 2/3/20) & CCO 40.00 X 169069 0 17030 RAOUL DAVION PROGRAMMES DIRECTOR 40.00 X 108229 0 21287 423023 0 58471 3 0 1 0 WEWORK 1875 CONNECTICUT AVE NW WASHINGTON DC 20009 OCCUPANCY 238756 RUSSEL REYNOLDS 1700 NEW YORK AVENUE NW SUITE 400 WASHINGTON DC 20006 EXECUTIVE RECRUITING (SEE SCHEDULE O) 130784 2 11269991 35601 11269991 193587 193587 7791520 7786204 5316 5316 5316 11468894 0 0 198903 5737267 5737267 394142 197294 141498 55350 1657136 796234 406979 453923 48779 23097 12578 13104 259989 126235 64684 69070 164104 79468 43510 41126 91542 60725 24629 6188 32793 21753 8823 2217 1012750 671811 272476 68463 18246 10285 242 7719 123157 40478 57984 24695 140115 77521 32526 30068 236604 133862 53084 49658 455586 343488 73736 38362 59805 27799 27193 4813 22519 696 21823 DONATION PROCESSING FEE 32867 33 17478 15356 HONORARIUM 10348 5833 137 4378 DUES AND SUBS. 8108 4570 108 3430 MISCELLANEOUS 896 505 12 379 10506753 8358954 1259500 888299 5275342 1173553 5652860 12947982 9170730 7205511 60167 102991 38683 57765 762524 32100 34605 20229882 22284931 426786 557586 5009019 6153235 5435805 6710821 X 6015252 8912302 8778825 6661808 14794077 15574110 20229882 22284931 962141 -182108 0 X 0 1 X 1 0 X 50000 19809602 9745235 13232612 11269991 54107440 50000 19809602 9745235 13232612 11269991 54107440 21633784 32473656 4324 10854 22029 193587 230794 54338234 X SCHEDULE A, PART II: THE INFORMATION REPORTED IN THE 2015 COLUMN IS FOR THE SHORT PERIOD 2/1/2016 - 3/31/2016. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 70738 33685 104423 10402330 10506753 675338 168835 0 0 658299 675338 1333637 2000456 187332 104423 291755 164575 168835 333410 500115 22773 70738 93511 0 X 11308449 -182108 21663 -160445 11468894 0 11468894 10528416 21663 21663 10506753 0 10506753 PART X, LINE 2: FOR THE YEAR ENDED MARCH 31, 2020, THE ORGANIZATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS 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 REGION 1225737 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION -15400 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 723900 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 2236000 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN REGION 1567030 0 0 0 0 0 0 5737267 0 5737267 MIDDLE EAST AND NORTH AFRICA SCHOLARSHIPS FOR SYRIAN REFUGEES. -15400 N/A - CANCELED AGREEMENT EUROPE PROFESSIONAL DEVELOPMENT FOR GRANTEES. -122263 N/A - CANCELED AGREEMENT EUROPE INCREASE ACCESS TO SECONDARY EDUCATION FOR SYRIAN REFUGEES. 23000 WIRE SOUTH ASIA INCREASE GIRLS' EDUCATION BUDGET IN PAKISTAN. 13000 WIRE SUB-SAHARAN AFRICA TRAINING IN GIRLS' EDUCATION ISSUES FOR JOURNALISTS IN NIGERIA. 8100 WIRE SOUTH ASIA ADVOCATING FOR DIGITAL LEARNING LABS IN AFGHANISTAN. 41000 WIRE SOUTH ASIA RAISE AWARENESS ON BARRIERS TO GIRLS' SECONDARY EDUCATION IN AFGHANISTAN. 69000 WIRE SOUTH ASIA REDUCE BARRIERS TO GIRLS' EDUCATION IN AFGHANISTAN. 306000 WIRE SOUTH AMERICA RESEARCH GENDER INQUALITY IN BRAZILIAN SCHOOLS. 240000 WIRE SOUTH AMERICA TRAINING GIRL ADVOCATES IN BRAZIL. 139000 WIRE SOUTH AMERICA RESEARCH GIRLS' SCHOOL ACCESS AND DROPOUT IN NORTHEAST BRAZIL. 42000 WIRE SOUTH AMERICA ENSURE SCHOOLS IN RIO DE JANEIRO MAKE UP FOR LOST DAYS DUE TO VIOLENT CONDITIONS. 290000 WIRE SUB-SAHARAN AFRICA CREATE ACTION PLANS ADDRESSING BARRIERS TO GIRLS' EDUCATION IN ETHIOPIA. 279000 WIRE SUB-SAHARAN AFRICA IMPROVE CONDITIONS IN SCHOOLS AND COMMUNITIES FOR GIRLS IN ETHIOPIA. 285000 WIRE SUB-SAHARAN AFRICA IMPROVE CONDITIONS IN SCHOOLS AND COMMUNITIES FOR GIRLS IN ETHIOPIA. 298000 WIRE SOUTH ASIA SUPPORT BUDGET ANALYSIS ON GIRLS' EDUCATION FINANCING IN INDIA. 221000 WIRE SOUTH ASIA MONITOR AND ANALYZE IMPLEMENTATION OF GIRLS EDUCATION SCHEMES IN INDIA. 180000 WIRE SOUTH ASIA IMPROVE GIRLS' ENROLLMENT AND RENTENTION IN SCHOOLS IN INDIA. 210000 WIRE SOUTH ASIA IMPROVE GIRLS' ENROLLMENT AND RENTENTION IN SCHOOLS IN INDIA. 209000 WIRE SOUTH ASIA TRAINING GIRL ADVOCATES IN INDIA. 274000 WIRE SUB-SAHARAN AFRICA TRAIN CITIZEN TEAMS TO MONITOR SPENDING ON EDUCATION IN NIGERIA. 325000 WIRE SUB-SAHARAN AFRICA PRESSURE LEADERS IN NIGERIA TO REMOVE HIDDEN FEES FOR GIRLS' EDUCATION. 167000 WIRE SUB-SAHARAN AFRICA ADVOCATE FOR SAFER SCHOOLS IN PARTS OF NIGERIA EXPERIENCING VIOLENCE. 188000 WIRE SOUTH ASIA PROMOTE GIRLS' EDUCATION VIA SOCIAL NORM AND POLICY CHANGE IN PAKISTAN. 240000 WIRE SOUTH ASIA ASSESS TEACHER EDUCATION PROGRAM'S IMPACT ON EDUCATION IN PAKISTAN. 117000 WIRE SOUTH ASIA IMPROVE GIRLS' MATH AND SCIENCE EDCUATION IN PAKISTAN. 34000 WIRE SOUTH ASIA IMPROVE GIRLS' MATH AND SCIENCE EDCUATION IN PAKISTAN. 85000 WIRE MIDDLE EAST AND NORTH AFRICA IMPROVE EDUCATIONAL RETENTION FOR SYRIAN REFUGEES IN LEBANESE SCHOOLS. 59000 WIRE MIDDLE EAST AND NORTH AFRICA IMPROVE EDUCATIONAL RETENTION FOR SYRIAN REFUGEES IN LEBANESE SCHOOLS. 27000 WIRE MIDDLE EAST AND NORTH AFRICA IMPROVE EDUCATIONAL RETENTION FOR SYRIAN REFUGEES IN LEBANESE SCHOOLS. -86000 N/A - CANCELED AGREEMENT SOUTH ASIA MANAGEMENT OF A SCHOOL FOR GIRLS. 237000 WIRE SOUTH AMERICA INCREASE ACCESS TO EDUCATION FOR INDIGENOUS GIRLS IN BRAZIL. 12900 WIRE EUROPE SUPPORT GLOBAL EDUCATION MONITORING REPORT ON GENDER. 25000 WIRE SUB-SAHARAN AFRICA RESEARCH HIDDEN PUBLIC SCHOOL FEES IN NIGERIA. 12930 WIRE EUROPE SUPPORT FOR ADVOCACY AND OPERATIONS. 1300000 WIRE 35 0 1 0 0 0 0 0 PART I, LINE 2: MALALA FUND CONDUCTS DETAILED DUE DILIGENCE ON ALL POTENTIAL GRANTEES, INCLUDING NAME CHECKS AGAINST THE U.S. GOVERNMENT'S OFAC LIST AND A THOROUGH FINANCIAL REVIEW. MALALA FUND'S PROGRAM OFFICERS AND IN-COUNTRY REPRESENTATIVE ARE IN REGULAR COMMUNICATION WITH ALL AWARDED GRANTEES AND CONDUCT ROUTINE, DOCUMENTED SITE VISITS OF ALL PROJECTS. THE MAJORITY OF MALALA FUND'S GRANTS ARE MULTI-YEAR, WITH FUNDING DISBURSED IN TRANCHES AGAINST PROGRESS. MALALA FUND GRANTEES ARE REQUIRED TO SUBMIT REGULAR, DETAILED FINANCIAL AND NARRATIVE REPORTS AND MALALA FUND RETAINS THE RIGHT TO DELAY FUTURE GRANT PAYMENTS IF A PROJECT IS BEHIND SCHEDULE. MALALA FUND MAY ALSO DISCONTINUE GRANT FUNDING IF A GRANTEE FAILS TO MEET KEY PERFORMANCE MILESTONES. MALALA FUND'S GRANT AGREEMENTS PERMIT ITS REPRESENTATIVES TO VISIT PROJECT SITES WITH OR WITHOUT NOTICE AND TO HAVE FULL ACCESS TO GRANTEES' FINANCIALS RECORDS, RECEIPTS AND OTHER ITEMS APPLICABLE TO A GRANT AWARD. MALALA FUND REQUIRES THAT GRANTEES SHARE COPIES OF ANNUAL AUDITED FINANCIALS AND RESERVES THE RIGHT TO REQUEST GRANTEES TO OBTAIN AN INDEPENDENT AUDIT SPECIFICALLY ON EXPENDITURES OF MALALA FUND PAYMENTS. PART III ACCOUNTING METHOD: X X X X 0 0 0 0 0 0 0 0 0 AMANDA COSBY SEC & INT CO-CEO (UNTIL 2/3/20)& COO 145725 0 0 0 0 0 3900 0 16254 0 165879 0 0 0 TAYLOR ROYLE INT CO-CEO (UNTIL 2/3/20) & CCO 169069 0 0 0 0 0 4500 0 12530 0 186099 0 0 0 X 2 35601 FMV 0 0 1 0 PART I, COLUMN (B): COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. FORM 990, PART VI, SECTION A, LINE 2 ZIAUDDIN YOUSAFZAI, HONORARY CHAIRPERSON AND COFOUNDER, IS THE FATHER OF MALALA YOUSAFZAI, HONORARY CHAIRPERSON AND COFOUNDER. FORM 990, PART VI, SECTION B, LINE 11B AFTER THE FORM 990 IS PREPARED BY THE MALALA FUND'S INDEPENDENT AUDIT FIRM, IT IS REVIEWED BY THE MANAGEMENT. A FINAL VERSION OF THE FORM IS PRESENTED TO THE BOARD OF DIRECTORS PRIOR TO FILING. THE FORM 990 IS FILED WITH THE IRS FOLLOWING FINAL SIGN OFF BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C EVERY YEAR, ALL MALALA FUND BOARD MEMBERS, OFFICERS AND EMPLOYEES IN DECISION-MAKING POSITIONS MUST SIGN AN OFFICIAL STATEMENT AFFIRMING THAT EACH PERSON HAS RECEIVED, READ AND UNDERSTANDS THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND FULLY AGREES TO COMPLY WITH THE POLICY. BOARD MEMBERS, OFFICERS AND KEY EMPLOYEES MUST DISCLOSE IN WRITING ANY AND ALL ITEMS OF ACTUAL OR POTENTIAL CONFLICTS OF INTEREST AND THIS LIST BECOMES WIDELY AVAILABLE TO ALL BOARD MEMBERS AND THE EMPLOYEES NECESSARY TO TRACK AND ENFORCE COMPLIANCE. WHENEVER ANY DIRECTOR, OFFICER OR KEY EMPLOYEE OF THE ORGANIZATION BECOMES AWARE THAT THE MALALA FUND IS CONSIDERING A TRANSACTION THAT COULD POTENTIALLY CREATE A CONFLICT OF INTEREST, HE OR SHE IS OBLIGATED TO NOTIFY THE BOARD AND TO DISCLOSE ALL MATERIAL FACTS RELATING TO HIS OR HER INTEREST IN THE TRANSACTION. MALALA FUND REPRESENTATIVES ARE NOT PERMITTED TO BE INVOLVED IN DECISIONS THAT COULD RAISE CONFLICT OF INTEREST CONCERNS, EITHER PERCEIVED OR ACTUAL. FORM 990, PART VI, SECTION B, LINE 15A PER MALALA FUND'S COMPENSATION POLICY, IN DETERMINING THE COMPENSATION LEVEL FOR THE CEO OF THE ORGANIZATION AND OTHER COVERED PERSONS, THE BOARD OF DIRECTORS MUST DEFER TO COMPARABILITY DATA DEMONSTRATING THE REASONABLENESS OF A PROPOSED COMPENSATION LEVEL. THIS DATA MUST INCLUDE DOCUMENTATION OF COMPENSATION LEVELS PAID BY SIMILARLY POSITIONED ORGANIZATIONS FOR FUNCTIONALLY COMPARABLE POSITIONS AND CAN BE PULLED FROM INDEPENDENT REPORTS AND/OR INFORMATION OBTAINED FROM IRS FORM 990 FILINGS OF COMPARABLE ORGANIZATIONS. THE BOARD MUST DOCUMENT HOW IT REACHED ITS DECISION REGARDING COMPENSATION OF THE CEO AND SIMILARLY COVERED PERSONS, INCLUDING THE DATA ON WHICH IT RELIED. THE MOST RECENT EVALUATION BY THE BOARD TOOK PLACE IN OCTOBER 2019. THE CEO, COO AND HR MANAGER OF MALALA FUND SET THE COMPENSATION LEVELS FOR ALL EMPLOYEES OTHER THAN COVERED PERSONS AND DOES SO IN ACCORDANCE WITH AN ANNUAL BOARD APPROVED BUDGET. MALALA FUND EMPLOYEE SALARIES ARE BENCHMARKED AGAINST MULTIPLE INDEPENDENT SURVEYS FROM SIMILAR ORGANIZATIONS WITH THE OBJECTIVE OF ENSURING COMPETITIVE COMPENSATION THAT IS STILL REASONABLE AND IN KEEPING WITH MALALA FUND'S STATUS AS A CHARITY. FORM 990, PART VI, SECTION C, LINE 19 THE MALALA FUND'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. ITS AUDITED FINANCIAL STATEMENTS ARE ALSO AVAILABLE ON THE ORGANIZATION'S WEBSITE. FORM 990, PART VII, SECTION B: THE COST OF CEO SEARCH SERVICES FROM RUSSELL REYNOLDS WAS PARTIALLY COVERED BY A $50,000 RESTRICTED DONATION.