2019-11-07T13:17:01-06:00 2018-12-31 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2018-01-01 521662800 UNITED STATES ASSOCIATION FOR UNHCR UNIT 2022961115 1310 L STREET NW NO 450 WASHINGTON DC 20005 ANNE-MARIE GREY EXECUTIVE DIRECTOR/CEO 2022961115 2019-11-07 1 RICHARD J LOCASTRO CPA P00288314 3019519090 75.103.231.202 2019-11-07 14:16:54 ES P DA44218E23B3DC2572D4BAFE2100CBEA033ECB02 60F5620986AF14763908AFE7AC6F4ECEC523E148 2018 2020-03-31 21:24:44Z X ANNE-MARIE GREY 1310 L STREET NW NO 450 WASHINGTON DC 20005 63406732 0 X WWW.UNREFUGEES.ORG X 1989 DC USA FOR UNHCR PROTECTS REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY. 12 12 52 12 0 70040 57174723 63229474 0 0 61133 92255 0 0 57235856 63321729 33542034 37727067 0 0 5124798 5969824 107691 264418 19141453 18767301 18771894 57541824 62733203 -305968 588526 26221538 31323051 10156741 14669027 16064797 16654024 USA FOR UNHCR PROTECTS REFUGEES AND EMPOWERS THEM WITH HOPE AND OPPORTUNITY. 0 0 41455947 37727067 REFUGEE PROGRAMS: USA FOR UNHCR RAISES AWARENESS AND FUNDS FOR REFUGEES, PROVIDING HELP IN THE WAY OF LIFESAVING ASSISTANCE FOR THOSE THAT ARE FORCED TO FLEE, HOPE IN THE WAY OF JOB, 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 THE NEEDS OF THE MORE THAN 65 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 AND LEADING A MOVEMENT BUILDING AWARENESS, ACCEPTANCE AND SUPPORT FOR REFUGEES IN THE U.S. 41455947 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 46 0 1 52 1 1 1 0 0 0 0 0 0 0 0 0 0 0 X 12 12 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 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 CHARLES DESANTIS BOARD CHAIR 10.00 X X 0 0 0 KATHLEEN NEWLAND VICE CHAIR 5.00 X X 0 0 0 CRAIG JOHNSTONE TREASURER 5.00 X X 0 0 0 SUSAN MCPHERSON SECRETARY 5.00 X X 0 0 0 GEORGE LINDEMANN BOARD MEMBER 2.00 X 0 0 0 KELLY BLEVINS BOARD MEMBER 2.00 X 0 0 0 LIBERTY VITTERT BOARD MEMBER 2.00 X 0 0 0 MARK WALLACE BOARD MEMBER 2.00 X 0 0 0 MIKA BRZEZINSKI BOARD MEMBER 2.00 X 0 0 0 WILLIAM BALL BOARD MEMBER 2.00 X 0 0 0 YASMIN CAUSER 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 393199 0 38919 YELENA BAKALEVA CHIEF FINANCIAL OFFICER 50.00 X 224051 0 22219 JENNIFER L PATTERSON DEPUTY EXECUTIVE DIRECTOR 50.00 X 188556 0 19257 STEVE ALEXANDER SENIOR DIRECTOR, DIRECT RESPONSE 40.00 X 199613 0 17286 ELIZABETH SCOTT DIR. PROGRAM & STRATEGIC INITIATIVES 40.00 X 186266 0 24815 EDWARD MCNEAL DIR. MAJOR GIFTS & PLANNED GIVING 40.00 X 173872 0 22964 RAMI AZZAM DIRECTOR, DIGITAL MARKETING 40.00 X 150811 0 22017 JUNIA GEISLER DIRECTOR, COMMUNICATIONS 40.00 X 149848 0 24555 1666216 0 192032 19 0 1 0 DIRECT DONOR TELEVISION 16900 SCIENCE DR SUITE 210 BOWIE MD 20715 DIRECT TV FUNDRAISING AD SPACE 4908252 MR STRATEGIC SERVICES 1101 CONNECTICUT AVE NW 7TH FLOOR WASHINGTON DC 20036 DIGITAL/SOC. MEDIA STRATEGY/ADVERTISING 3222685 RWT PRODUCTION LLC 8932 ORANGE HUNT LANE ANNANDALE VA 22003 PRINTING SERVICES 3218512 EAGLECOM 2300 YOUNGE ST STE 1700 BOX 2416 TORONTO ONTARIO CA M4P 1E4 MEDIA SERVICES 695250 O'BRIEN GARRETT 1133 19TH STREET NW SUITE 300 WASHINGTON DC 20036 DIRECT MAIL STRATEGY & FULFILLMENT 503826 27 450203 62779271 6413839 63229474 138449 138449 38809 72928 12075 -34119 -12075 -46194 -46194 63321729 0 0 92255 700000 700000 37027067 37027067 886200 587377 183077 115746 4160553 1017096 509767 2633690 180719 5422 28915 146382 396215 254572 41702 99941 346137 10384 55382 280371 14226 14226 44250 44250 264418 264418 2361008 956852 534956 869200 6167360 30787 20878 6115695 1621169 166784 115467 1338918 217290 16286 136899 64105 435953 435953 738302 409703 124019 204580 430839 128035 138847 163957 244766 72738 78881 93147 47556 15850 7654 24052 38432 9497 8364 20571 PRODUCTION 5611770 5611770 MERCHANT FEES 470214 71 15387 454756 LIST FEES 169110 5928 14563 148619 DUES AND SUBSCRIPTIONS 92301 41168 16157 34976 67348 330 46412 20606 62733203 41455947 2135803 19141453 6547 32163 19961664 17464046 5137561 6823416 934182 399462 413984 165526 63214 248458 19361 24752 99009 6330754 26221538 31323051 4696960 3919780 5459781 10749247 10156741 14669027 X 10563360 10545612 5501437 6108412 16064797 16654024 26221538 31323051 588526 701 0 X 0 1 X 1 0 X 21990002 47386056 51049028 57174723 63229474 240829283 21990002 47386056 51049028 57174723 63229474 240829283 10512891 230316392 122 3530 20484 60476 138449 223061 241052344 0.95550 0.96680 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 115906 106583 9323 298078 58943 239135 248458 DEPOSITS 152196 RIGHT-OF-USE ASSETS 6178558 6330754 DUE TO UNHCR 4381576 OPERATING LEASE 6367671 10749247 X 62466121 701 108042 108743 62357378 964351 964351 63321729 61876894 108042 108042 61768852 964351 964351 62733203 PART X, LINE 2: FOR THE YEARS ENDED DECEMBER 31, 2018 AND 2017, 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. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS AN EXPENSE -12,075. IN THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 7C. REVALUATION OF DONATED GOODS 976,426. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON DISPOSAL OF FIXED ASSETS REPORTED AS AN EXPENSE -12,075. IN THE AUDITED FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 7C. REVALUATION OF DONATED GOODS 976,426. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 11048 EAST ASIA AND THE PACIFIC 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 256000 EUROPE 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 18751725 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 3132223 NORTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 535000 SOUTH AMERICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 1026750 SOUTH ASIA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 3787064 SUB-SAHARAN AFRICA 0 0 GRANTS TO RECIPIENTS LOCATED IN THE REGION 9527257 0 0 0 0 0 0 37027067 0 37027067 CENTRAL AMERICA AND THE CARIBBEAN SUPPORT OF REFUGEE PROGRAMS 11048 WIRE EAST ASIA AND THE PACIFIC SUPPORT OF REFUGEE PROGRAMS 256000 WIRE EUROPE SUPPORT OF REFUGEE PROGRAMS 18593672 WIRE 158083 TECHONOLGY AND SATELLITES FMV MIDDLE EAST AND NORTH AFRICA SUPPORT OF REFUGEE PROGRAMS 3132223 WIRE NORTH AMERICA SUPPORT OF REFUGEE PROGRAMS 535000 WIRE SOUTH AMERICA SUPPORT OF REFUGEE PROGRAMS 1026750 WIRE SOUTH ASIA SUPPORT OF REFUGEE PROGRAMS 3592487 WIRE SUB-SAHARAN AFRICA SUPPORT OF REFUGEE PROGRAMS 3110863 WIRE 5726394 CLOTHING & HOUSEHOLD ITEMS 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. X 1 INFOCISION 325 SPRINGSIDE AKRON OH 44333 TELEMARKETING 0 219920 177481 42439 DONOR SERVICES GROUP 660 WASHINGTON RD PITTSBURGH PA 15228 TELEMARKETING 0 42723 66711 -23988 TELEFUND 328 S JEFFERSON ST 620 CHICAGO IL 60661 TELEMARKETING 0 12695 20226 -7531 275338 264418 10920 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 PO BOX 968 ELKHART IN 46515 134080201 501(C)(3) 150000 2018 REFUGEE CONGRESS PROJECT: STRENGTHENING REFUGEE VOICES & REFUGEE COMMUNITY LEADERSHIP GLOBAL DEVELOPMENT INCUBATOR 1401 K STREET NW SUITE 900 WASHINGTON DC 20005 141945286 501(C)(3) 25000 PARTNER TO MOBILIZE PVT CAPITAL TO SUPPORT REFUGEES & FORCIBLY DISPLACED COMMUNITIES GLOBAL IMPACT 1199 N FAIRFAX STREET SUITE 300 ALEXANDRIA VA 22314 521273585 501(C)(3) 5000 SPONSORSHIP HELLO NEIGHBOR 6425 LIVING PLACE SUITE 200 PITTSBURGH PA 15206 823695047 501(C)(3) 35000 SUPPORT FOLLOW UP TO PILOT PROGRAM INDEGO AFRICA 507 ARCHWOOD TRAIL HOUSTON TX 77007 205874831 501(C)(3) 10000 SUPPORT ECONOMIC INCL. PROGRAM FOR REFUGEES & SCALE PILOT MARKET-BASED LIVELIHOOD PROGRAM KIND INC 1300 L STREET NW NO 1100 WASHINGTON DC 20005 262763038 501(C)(3) 250000 EXPAND LEGAL SERVICES TO UNACCOMPANIED CHILDREN ENTERING US, EXTEND SUPPORT FOR RIGHTS AND PROTECTION OF THE VULNERABLE POPULATION KIVA MICROFUNDS 875 HOWARD STREET NO 340 SAN FRANCISCO CA 94103 710992446 501(C)(3) 225000 UNRESTRICTED FUNDING 7 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 0 0 0 0 0 0 0 1 0 ANNE-MARIE GREY EXECUTIVE DIRECTOR & CEO 343199 0 50000 0 0 0 16273 0 22646 0 432118 0 0 0 YELENA BAKALEVA CHIEF FINANCIAL OFFICER 221516 0 2535 0 0 0 11250 0 10969 0 246270 0 0 0 JENNIFER L PATTERSON DEPUTY EXECUTIVE DIRECTOR 186170 0 2386 0 0 0 9350 0 9907 0 207813 0 0 0 STEVE ALEXANDER SENIOR DIRECTOR, DIRECT RESPONSE 197245 0 2368 0 0 0 9138 0 8148 0 216899 0 0 0 ELIZABETH SCOTT DIR. PROGRAM & STRATEGIC INITIATIVES 183726 0 2540 0 0 0 9360 0 15455 0 211081 0 0 0 EDWARD MCNEAL DIR. MAJOR GIFTS & PLANNED GIVING 171258 0 2614 0 0 0 8731 0 14233 0 196836 0 0 0 RAMI AZZAM DIRECTOR, DIGITAL MARKETING 148490 0 2321 0 0 0 8000 0 14017 0 172828 0 0 0 JUNIA GEISLER DIRECTOR, COMMUNICATIONS 147480 0 2368 0 0 0 7500 0 17055 0 174403 0 0 0 PART I, LINE 7 BONUS COMPENSATION IS REPORTED IN PART II, COLUMN (B)(II). X 5726394 FMV X 66 529392 STOCK CLOSING PRICE X TECHNOLOGY 1 128522 FMV X SATELLITE EQUIPMENT 1 29531 FMV 0 0 1 0 PART I, COLUMN (B): AMOUNTS REPORTED IN COLUMN (B) REPRESENTS THE NUMBER OF NON-CASH CONTRIBUTIONS. 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 15 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 2018. THE COMPENSATION FOR THE OTHER OFFICERS OR KEY EMPLOYEES OF THE ORGANIZATION IS REVIEWED AND APPROVED BY BOARD MEMBERS. THE COMPENSATION IS COMPARED AND MATCHED WITH OTHER NON-PROFIT INSTITUTIONS. THE DECISION FOR THE COMPENSATION IS RECORDED IN THE BOARD MINUTES. 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.