2019-11-04T15:04:24-06:00 2018-12-31 GRANT THORNTON LLP 171 N CLARK ST SUITE 200 CHICAGO IL 60601 990 2018-01-01 205080679 World Bicycle Relief NFP % JEFF BOSKEN WORL 3126643604 1000 West Fulton Market Chicago IL 60607 JEFF BOSKEN DIRECTOR OF FINANCE 3126643604 2019-11-04 true Bridget T Roche P00666837 3128560200 2019-11-04 209.220.136.124 36941220193085000000 2019-11-04 P AA3DBECAD46A685AF2DA98996377DBF6E7E54367 9D8A536234E82F9A5F42D8B9C717E6158F188E83 2018 2020-01-14 16:20:31Z DAVID NEISWANDER SAME AS C ABOVE Chicago IL 60607 8233349 false X www.worldbicyclerelief.org X 2006 IL WORLD BICYCLE RELIEF MOBILIZES PEOPLE THROUGH THE POWER OF BICYCLES. WE ENVISION A WORLD WHERE DISTANCE IS NO LONGER A BARRIER TO INDEPENDENCE AND LIVELIHOOD. 8 5 31 12 0 0 7880921 8117397 0 0 40176 104163 13076 10610 7934173 8232170 3824260 3535510 0 0 2728145 3090697 51275 0 1931652 2558770 2022728 9162450 8648935 -1228277 -416765 6580473 6070923 332970 244755 6247503 5826168 X WBR MOBILIZES PEOPLE THROUGH THE POWER OF BICYLES. WE CREATE ACCESS TO EDUCATION, HEALTHCARE, & ECONOMIC OPPORTUNITIES IN DEVELOPING REGIONS WHERE DISTANCE IS A CHALLENGE. (CONT'D ON SCH O.) false false 4393820 3368272 PHILANTHROPIC BICYCLE DISTRIBUTION World Bicycle Relief (WBR) distributes bicycles through philanthropic support into programs run by both WBR and outside partners that purchase bicycles through its social enterprise program. In doing so, WBR is able to extend the reach of its mission to empower students, health workers and entrepreneurs in developing countries with the bicycle as a reliable transportation option. (Continued on Schedule O) 370916 0 SOCIAL ENTERPRISE WORLD BICYCLE RELIEF (WBR) SUPPORTS THE SOCIAL ENTERPRISE PROGRAM THROUGH SHARED LEADERSHIP RESOURCES. Social enterprise sales from our wholly owned for-profit subsidiary, Buffalo Bicycles Ltd., help fund our philanthropic programs and provide valuable data that aid us in developing economies of scale and other efficiencies. (Continued on Schedule O) 540096 10921 PRODUCT DEVELOPMENT For those World Bicycle Relief serves, the value of a bicycle is ultimately measured in the time and effort it saves. The value of the Buffalo Bicycle isnt in the object itself but rather in the function it provides. Buffalo Bicycles dramatically increase efficiency for its recipients - individuals at the lowest level of the economic ladder. (Continued on Schedule O) 675958 156317 Monitoring and Evaluation 675958 156317 5980790 true true false false false false false false false false true false true false true true false true false true true true false false false false false true false true false false false false false false false true true false false false false true true false false false true 26 0 true 31 true false true ZA KE MP ZI MI false false false false false false false false false false X 8 5 true false true false false false false true true false false true true true true true true true true false AL AK AR CA CT FL GA HI IL KS KY MD MA MI MN MS NH NJ NM NY NC OH OK OR PA RI SC TN UT VA WV WI X X X JEFF BOSKEN 3126643604 1000 WEST FULTON MARKET Chicago IL 60607 Michael Herr Board Member 1.0 0.0 X 0 0 0 Brian Benzer Board Member 1.0 0.0 X 0 0 0 Stanley Day Board Member 1.0 0.0 X 0 0 0 Robert Perkowitz Board Member 1.0 0.0 X 0 0 0 Peter O'Hagan Board Member 1.0 0.0 X 0 0 0 Paula Restrepo Board Member 1.0 0.0 X 0 0 0 Byron Dailey Board Member 1.0 0.0 X 0 0 0 Frederick KW Day Board Chairman 36.0 0.0 X 0 0 0 David Neiswander CEO 40.0 0.0 X 249306 0 16109 Jeffrey Bosken Treasurer & Corp Secreatary 40.0 0.0 X 137512 0 39109 Maria Santos Corp. Secretary - (Thru 1/30) 1.0 0.0 X 0 0 0 Eric Showell Program Director 40.0 0.0 X 281276 0 45711 Andrew Hall Design Engineer 40.0 0.0 X 158742 0 44152 Michael Veitenhans Director Global Partnerships 40.0 0.0 X 169213 0 32686 Alisha Myers M&E Director 40.0 0.0 X 165912 0 18382 Ruth-Anne Renaud Dir Marketing & Outreach 40.0 0.0 X 141713 0 19177 1303674 0 215326 8 false true false GRANT THORNTON LLP 171 NORTH CLARK STREET SUITE 200 CHICAGO IL 60601 ACCOUNTING 194528 CREATIVE CIRCLE LLC PO Box 74008799 CHICAGO IL 60674 WRITING 112065 2 8117397 30342 8117397 0 87607 87607 0 0 0 0 0 16556 16556 16556 16556 0 0 0 0 0 0 11789 1179 10610 10610 0 8232170 114773 13250 13250 0 3522260 3522260 0 442036 260830 141394 39812 0 2061910 1140692 161745 759473 81488 43493 4200 33795 344618 267680 24898 52040 160645 75556 21100 63989 0 9 9 171379 775 170604 0 0 0 513592 225147 73657 214788 224910 20043 1053 203814 263941 69201 31483 163257 185280 36021 31191 118068 0 49804 38619 254 10931 328470 170336 36415 121719 0 152252 18800 1910 131542 31240 15840 12320 3080 0 60830 45830 15000 40874 16261 24269 344 BICYCLE FREIGHT 147 147 0 0 8648935 5980790 736493 1931652 0 0 1431587 1354764 161075 67960 0 0 0 0 0 0 0 0 0 0 103722 89750 310463 170825 200468 139638 0 0 29276 18816 4654345 4399995 0 0 0 0 6580473 6070923 221405 243513 0 0 0 0 0 0 0 0 0 0 0 0 0 0 111565 1242 332970 244755 X 6154503 5634908 93000 191260 0 0 6247503 5826168 6580473 6070923 -416765 -4570 X X false true X true false X 7077552 5409537 7599981 7880921 8117397 36085388 0 0 7077552 5409537 7599981 7880921 8117397 36085388 3806845 32278543 79192 87712 153441 85409 87607 493361 0 99111 77994 85302 20308 11789 294504 36873253 288191 0.87539 0.88002 X 265463 135825 129638 45000 35000 10000 139638 PRI LOAN - ZAMBIA 1409764 F PRI LOAN - MAURITIUS 1261073 F PRI LOAN - BBL KENYA 904659 F PRI LOAN - ZIMBABWE 572995 F PRI LOAN - OTHERES 251504 F 4399995 0 0 X 8896309 -4570 667530 662960 8233349 -1179 -1179 8232170 9317644 667530 1179 668709 8648935 8648935 SCHEDULE D, PART X, LINE 2 FIN 48 WBR NFP IS A NOT-FOR-PROFIT ENTITY, AS DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE IRC), AND WAS ORGANIZED AND INCORPORATED IN ILLINOIS AS A NOT-FOR-PROFIT ORGANIZATION IN 2006. WBR NFP HAS RECEIVED A FAVORABLE DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE FOR ITS SECTION 501(C)(3) STATUS UNDER THE IRC OF 1986, AND IS EXEMPT FROM INCOME TAXES, EXCEPT TO THE EXTENT OF ANY UNRELATED BUSINESS INCOME. FOR THE PERIODS ENDED DECEMBER 31, 2018 AND 2017, THE ORGANIZATION DOES NOT HAVE UNRELATED BUSINESS INCOME. AS OF DECEMBER 31, 2018 AND 2017, MANAGEMENT HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN POSITIONS THAT REQUIRE RECOGNITION IN THE CONSOLIDATED FINANCIAL STATEMENTS. CONSOLIDATED FINANCIAL STATEMENTS. SCHEDULE D, PART XI, LINE 4B OTHER REVENUE AMOUNTS INCLUDED ON RETURN BUT NOT ON FINANCIALS: COST OF GOODS SOLD ($ 1,179) TOTAL ($ 1,179) SCHEDULE D, PART XII, LINE 2D OTHER EXPENSE AMOUNTS INCLUDED ON FINANCIALS BUT NOT ON RETURN: COST OF GOODS SOLD $ 1,179 TOTAL $ 1,179 true Sub-Saharan Africa 4 118 Grantmaking 2992645 South America 0 0 Grantmaking 529615 4 118 4 118 3522260 3522260 Sub-Saharan Africa Implementation of BEEP and Social Enterprise 200000 WIRE FMV Sub-Saharan Africa Implementation of BEEP Program 953216 WIRE 0 FMV Sub-Saharan Africa Implementation of BEEP and Social Enterprise 1141469 WIRE 0 FMV Sub-Saharan Africa Implementation of BEEP Program 114563 WIRE 0 FMV Sub-Saharan Africa Implementation of BEEP Program 53868 WIRE 0 FMV Sub-Saharan Africa Implementation of BEEP Program 326214 WIRE 0 FMV Sub-Saharan Africa Implementation of BEEP Program 203315 WIRE 0 FMV South America Implementation of BEEP Program 529615 WIRE 0 FMV 5 3 true false true false false false PROCEDURES FOR MONITORING THE USE OF GRANTS OUTSIDE THE U.S. SCHEDULE F, PART I, LINE 2 WBR PROVIDED GRANTS TO WORLD BICYCLE RELIEF - ZAMBIA LIMITED, A RELATED FOREIGN CORPORATION, WORLD BICYCLE RELIEF - KENYA, A BRANCH OF WBR, BUFFALO BICYCLE LIMITED, BUFFALO BICYCLE SOUTH AFRICA PROPRIETARY LIMITED, WORLD BICYCLE RELIEF (PRIVATE) LIMITED, WORLD BICYCLE RELIEF MLW LIMITED, POSTOBON AND WORLD VISION GHANA. WBR REQUIRES GRANTEES TO SUMMARIZE HOW GRANTS ARE UTILIZED. IN ADDITION, THE AFRICA DIRECTOR MONITORS THE USE OF FUNDS AND REPORTS DIRECTLY BACK TO WBR. WBR ALSO HAS EMPLOYEES PERFORMING PROGRAM SERVICES IN ZAMBIA, ZIMBABWE, AND KENYA WHO MONITOR THE USE OF THE FUNDS. true Village Bicycle Project 1915 11th Ave E Seattle WA 98102 263547300 501(c)(3) 13250 Implementation of BEEP Program 1 PROCEDURES FOR MONITORING THE USE OF DOMESTIC GRANTS SCHEDULE I, PART II, LINE 1 WBR PROVIDED GRANTS TO VILLAGE BICYCLE PROJECT. WBR REQUIRES GRANTEES TO SUMMARIZE HOW GRANTS ARE UTILIZED. WBR MONITORS THE USE OF FUNDS AND THE GRANTEES REPORT DIRECTLY BACK TO WBR. X X X X true true X X X X X true false false false false false false false false David Neiswander CEO 249306 0 0 0 0 0 3185 0 12924 0 265415 0 0 0 Jeffrey Bosken Treasurer & Corp Secreatary 137512 0 0 0 0 0 4706 0 34403 0 176621 0 0 0 Eric Showell Program Director 112557 0 0 0 168719 0 5160 0 40551 0 326987 0 0 0 Andrew Hall Design Engineer 82230 0 0 0 76512 0 3791 0 40361 0 202894 0 0 0 Michael Veitenhans Director Global Partnerships 169213 0 0 0 0 0 7095 0 25591 0 201899 0 0 0 Alisha Myers M&E Director 98507 0 0 0 67405 0 5375 0 13007 0 184294 0 0 0 Ruth-Anne Renaud Dir Marketing & Outreach 117177 0 0 0 24536 0 4756 0 14421 0 160890 0 0 0 HOUSING ALLOWANCE AND RESIDENCE FOR PERSONAL USE SCHEDULE J, PART I, LINE 1A DURING THE CALENDAR YEAR 2018, ANDREW HALL, ERIC SHOWEL AND ALISHA MYERS RECEIVED THE FOLLOWING TAXABLE SERVICES: HOUSING $ 55,766 TAX SERVICES $ 5,475 --------- TOTAL $ 61,241 THE HOUSING ALLOWANCE PROVIDED HOUSING IN AFRICA AND TAIWAN THAT ALLOWED ERIC AND ANDREW TO CONDUCT BUSINESS AFFAIRS AND BE AVAILABLE 24/7 TO RESPOND TO EMERGENT SITUATIONS THAT MAY ARISE. IT IS IN THE JOB DESCRIPTION FOR THEM TO BE ON SITE WORKING FOR WORLD BICYCLE RELIEF IN AFRICA AND TAIWAN AND THE HOUSING PROVIDED MAKES THIS POSSIBLE. THE HOUSING ALLOWANCE IS BASED ON A MONTHLY RENTAL FEE OF A HOUSE WITH GARDENING SERVICES. THE RESIDENCE IS FOR PERSONAL USE. THE HOUSING IS TREATED AS TAXABLE INCOME AND IS REPORTABLE AS INCOME ON THEIR FORMS W-2. TAX GROSS-UP PAYMENTS SCHEDULE J, PART I, LINE 1A DURING THE CALENDAR YEAR 2018, THE FOLLOWING INDIVIDUALS WERE PROVIDED TAX GROSS-UP PAYMENTS WHICH WERE INCLUDED IN THEIR TAXABLE INCOME: ALISHA MYERS $ 65,330 ERIC SHOWELL $ 103,913 ANDREW HALL $ 32,050 SEVERANCE PAYMENT SCHEDULE J, PART I, LINE 4A DURING THE CALENDAR YEAR 2018, RUTH-ANNE RENAUD RECEIVED A SEVERANCE PAYMENT OF $24,536. FK Day Substantial Contributor 621836 Business Relationship false SRAM LLC TRUSTEES/OFFICERS 520192 Reimbursement of WBR Expenses false Stan Day Substantial Contributor 149000 Business Relationship false Michael Herr Substantial Contributor 9197 Business Relationship false Brian Benzer Substantial Contributor 5647 Business Relationship false BUSINESS TRANSACTIONS WITH INTERESTED PERSONS SCHEDULE L, PART IV F.K. DAY, STAN DAY, MICHAEL HERR, AND BRIAN BENZER AS BOARD MEMBERS AND/OR OFFICERS HAVE A BUSINESS RELATIONSHIP WITH SRAM LLC. SRAM LLC PROVIDES DONATED SALARIES AND IN-KIND RENTAL SPACE AND UTILITIES TO WORLD BICYCLE RELIEF. THIS AMOUNT WAS PAID AT FAIR MARKET VALUE. X 9 30342 FMV false false false NON-CASH CONTRIBUTIONS SCHEDULE M, PART I, COLUMN B WORLD BICYCLE RELIEF, NFP IS REPORTING THE NUMBER OF CONTRIBUTIONS RECEIVED. GENERAL INFORMATION ORGANIZATION'S MISSION (CONTINUED) FORM 990, PART III, LINE 1 OUR MISSION IS TO CREATE ACCESS TO EDUCATION, HEALTHCARE, AND ECONOMIC OPPORTUNITIES IN DEVELOPING REGIONS OF THE WORLD WHERE DISTANCE IS A CHALLENGE. WE ENVISION A WORLD WHERE DISTANCE IS NO LONGER A BARRIER TO INDEPENDENCE AND LIVELIHOOD. WORLD BICYCLE RELIEF (WBR) MOBILIZES PEOPLE THROUGH "THE POWER OF BICYCLES." OUR MISSION IS TO IMPROVE ACCESS TO HEALTH SERVICES, EDUCATION, AND ECONOMIC OPPORTUNITIES IN DEVELOPING REGIONS OF THE WORLD WHERE DISTANCE IS A CHALLENGE. WE BUILD AND DISTRIBUTE A RUGGED, SPECIALLY-DESIGNED, LOCALLY-ASSEMBLED BICYCLE TO HEALTH WORKERS, STUDENTS, HOUSEHOLDS, AND ENTREPRENEURS. SINCE 2006, WE HAVE DISTRIBUTED OVER 447,000 BICYCLES TO INDIVIDUALS IN 19 COUNTRIES. OUR PROGRAMS AND SOCIAL ENTERPRISE HAVE CONTRIBUTED TO COMMUNITY HEALTH WORKERS EXPANDING PATIENT VISITS BY 45%, STUDENTS IMPROVING SCHOOL PASS RATES BY 36%, AND DAIRY FARMERS INCREASING INCOMES BY 23%. WE KNOW A BICYCLE CAN'T STAND ALONE, SO WE SUPPORT OUR END-USERS BY ESTABLISHING MARKET-BASED BICYCLE VALUE CHAINS, COMMUNITY-LED PROGRAMMING, AND CONTINUOUS MONITORING, EVALUATION, AND LEARNING. END-USERS HAVE ACCESS TO COMMUNITY-BASED FIELD MECHANICS FOR MAINTENANCE SERVICES AND SPARE PARTS, WHILE OUR PROGRAMS ARE BUTTRESSED BY WBR-SUPPORTED COMMUNITY SUPERVISORY COMMITTEES THAT ASSIST WITH PROGRAM OVERSIGHT, MANAGEMENT, AND MONITORING. EDUCATION: 23,346 BICYCLES WERE PROVIDED TO STUDENTS, TEACHERS AND SCHOOL VOLUNTEERS TO INCREASE ACCESS TO EDUCATION AND REDUCE TRAVEL TIME WITH A GOAL TO IMPROVE EDUCATIONAL OUTCOMES. HEALTHCARE: 14,406 BICYCLES WERE PROVIDED TO HEALTHCARE WORKERS TO REDUCE TRAVEL TIME, REACH MORE PATIENTS AND SPEND MORE TIME CARING FOR EACH PATIENT - RESULTING IN HIGHER QUALITY CARE AND HEALTHIER COMMUNITIES. ECONOMIC DEVELOPMENT: 17,144 BICYCLES WERE SOLD TO ENTREPRENEURS, WHO USED THE BIKES TO INCREASE THEIR CAPACITY, EARN MORE INCOME AND IMPROVE THE QUALITY OF LIFE FOR THEIR FAMILIES. OVER THE LAST 13 YEARS (THROUGH 2018), WBR HAS DEPLOYED MORE THAN 447,000 BICYCLES IN 20 COUNTRIES, CHANGING 2,235,000 LIVES. (BASED ON AVERAGE FAMILY SIZE IN OUR PROGRAM COUNTRIES, ONE BICYCLE IS CHANGING THE LIVES OF FIVE PEOPLE.) HOW WE DO IT WITH THE EXPERIENCE AND EXPERTISE GAINED OVER THE LAST 13 YEARS DESIGNING AND DELIVERING BUFFALO BICYCLES, WBR HAS DEVELOPED AN EFFICIENT, INNOVATIVE AND SCALABLE MODEL TO SUCCESSFULLY ADDRESS THE GREAT NEED FOR RELIABLE, AFFORDABLE TRANSPORTATION IN RURAL AREAS OF DEVELOPING COUNTRIES. WE ARE RESULTS-DRIVEN, MONITORING AND EVALUATING OUR PROGRAMS TO ENSURE WE MEET THE END-USER'S NEEDS. WE COMBINE PHILANTHROPIC DISTRIBUTIONS WITH SOCIAL ENTERPRISE SALES TO ACHIEVE GREATER IMPACT. WE ARE COLLABORATIVE, WORKING WITH PARTNERS WHO HELP US DESIGN AND IMPLEMENT BETTER PROGRAMS. OUR SUPPLY CHAIN IS BUILT TO BE SUSTAINABLE, SCALABLE AND NIMBLE, WHILE OUR BUFFALO BICYCLES ARE DESIGNED AND MANUFACTURED TO BE STRONG, DURABLE AND AFFORDABLE. AND OUR LOCAL ASSEMBLY AND FIELD MECHANIC TRAINING CREATES TRANSPORTATION INFRASTRUCTURE IN THE COUNTRIES WHERE WE WORK. THROUGH THIS MODEL, WE ARE HELPING INDIVIDUALS OVERCOME TRANSPORTATION BARRIERS TO EDUCATION, HEALTHCARE AND ECONOMIC DEVELOPMENT, AND BUILD BETTER LIVES. EDUCATION WBR'S BICYCLES FOR EDUCATIONAL EMPOWERMENT PROGRAM (BEEP), WHICH LAUNCHED IN ZAMBIA IN 2009, HELPS IMPROVE ACCESS TO BASIC EDUCATION BY PROVIDING BUFFALO BICYCLES TO STUDENTS, TEACHERS AND SCHOOL VOLUNTEERS IN RURAL AREAS OF DEVELOPING COUNTRIES. BICYCLE RECIPIENTS ARE SELECTED BASED ON DISTANCE TRAVELED AND VULNERABILITY CRITERIA ESTABLISHED BY COMMUNITY MEMBERS WHO OVERSEE THE PROGRAM. STUDENTS SIGN A STUDY-TO-OWN CONTRACT, AGREEING TO ATTEND CLASSES REGULARLY. WHEN THEY'RE NOT RIDING THE BUFFALO BICYCLE TO SCHOOL, IT'S AVAILABLE TO CARRY GOODS TO MARKET, VISIT THE HEALTHCARE CLINIC AND ACCESS WATER. THIS EMPOWERS THE HOUSEHOLD WITH A TOOL FOR DEVELOPMENT, LEADING TO INCREASED ECONOMIC OPPORTUNITY IN COMMUNITIES. TO DATE, WBR HAS DISTRIBUTED OVER 170,000 BICYCLES FOR EDUCATION, INCLUDING MORE THAN 23,000 IN 2018. A RECENT STUDY SHOWS THAT STUDENTS IN ZAMBIA WITH BUFFALO BICYCLES INCREASED THEIR ATTENDANCE BY UP TO 28% AND THEIR ACADEMIC PERFORMANCE BY UP TO 59%. HEALTHCARE ACCORDING TO THE WORLD BANK, MORE THAN ONE BILLION PEOPLE LIVING IN RURAL AREAS LACK ACCESS TO ALL-SEASON ROADS, OR AFFORDABLE PUBLIC OR PRIVATE TRANSPORTATION OPTIONS. IN THESE COMMUNITIES, DISTANCE AND LACK OF MOBILITY HINDER COMMUNITY HEALTH WORKER OUTREACH, CONSTRAIN PATIENT-VISIT DURATION, AND DAMPEN HEALTH WORKER RETENTION. WITH LONG DISTANCES SEPARATING MANY HOUSEHOLDS FROM HEALTH CENTERS, FAMILIES HAVE LIMITED CAPACITY TO SEEK HEALTH SERVICES. THE RESULTS ARE STRIKING. FOR EXAMPLE, MORE THAN 50% OF WOMEN LIVING IN RURAL AREAS OF ZAMBIA, VERSUS 10% IN URBAN AREAS, CITED DISTANCE TO A HEALTH FACILITY AS ONE OF HER GREATEST CHALLENGES IN SEEKING MEDICAL CARE. IN RURAL AREAS OF ZIMBABWE, UNDER-FIVE MORTALITY RATES ARE 50% HIGHER THAN IN URBAN AREAS. AND WOMEN IN RURAL COMMUNITIES OF INDONESIA ARE FIVE TIMES LESS LIKELY TO RECEIVE ANTENATAL CARE COMPARED TO THEIR URBAN COUNTERPARTS. OUR RESPONSE TO ADDRESS THESE CHALLENGES, WORLD BICYCLE RELIEF (WBR) ESTABLISHED THE WHEELS FOR INTEGRATED AND SUSTAINABLE HEALTH (WISH) PROGRAM, SUPPORTED USAID AND PEPFAR FUNDED ACTIVITIES, AND PARTNERED WITH LOCAL AND INTERNATIONAL ORGANIZATIONS TO PROVIDE MORE THAN 179,000 BICYCLES TO COMMUNITY HEALTH WORKERS IN KENYA, MALAWI, ZAMBIA, GHANA, AND ZIMBABWE. BY TRAINING COMMUNITY-BASED MECHANICS AND ESTABLISHING COMMUNITY OVERSIGHT THROUGH LOCAL BICYCLE SUPERVISORY COMMITEES, WBR ENSURES HEALTH WORKERS RECEIVING BICYCLES HAVE SUSTAINABLE ACCESS TO CRITICAL PREVENTATIVE MAINENANCE, REPAIR SERVICES, SPARE PARTS, AND COMMUNITY-LED SUPPORT. THE RESULTS HAVE BEEN PROFOUND. -WITH A BICYCLE, HEALTH WORKERS TRAVEL FOUR TIMES FURTHER AND INCREASE AVERAGE MONTHLY PATIENT VISITS BY 45%, ON AVERAGE; -WITH A TWO-YEAR WORK-TO-OWN INCENTIVE AGREEMENT FOR A BICYCLE, HEALTH WORKER RETENTION RATES EXCEEDED 98%; AND -PATIENT REFERALS TO HEALTH SERVICES INCREASED UP TO 50%. YET THESE RESULTS DO NOT PAINT A COMPLETE PICTURE. QUALITATIVE FEEDBACK FROM HEALTH SUPERVISORS AND HEALTH WORKERS EMPAHSIZE THAT TIME SPENT WITH EACH PATIENT INCREASES, AS DOES THE QUALITY OF CARE. SIMILARLY, SUPERVISORS REPORT THAT COMMUNITY HEALTH WORKERS WITH BICYCLES ARE MORE MOTIVATED THAN WORKERS THAT DID NOT RECEIVE BICYCLES. AND A RECENT STUDY OF WBR PROGRAMMING SUGGESTED THAT HEALTH WORKERS THAT OWNED A BICYCLE ENJOYED ENHANCED SOCIAL STATUS, PARTICULARLY FOR THOSE WORKERS WHO WERE WOMEN AND HOMEMAKERS. AND HEALTH WORKERS REPORT INCREASED INCOMES BY UTILIZING THE BICYCLE DURING NON-WORK/VOLUNTEER HOURS FOR LIVELIHOOD ACTIVITIES. ILLUSTRATIVE PROJECT EXPERIENCE AND PARTNERSHIPS: MALAWI - WBR IS COLLABORATING WITH CONSORTIUM PARTNERS AND THE MINISTRY OF HEALTH TO IMPLEMENT OUR FLAGSHIP WISH PROGRAM ACROSS 10 DISTRICTS IN MALAWI, EXPANDING HEALTH SERVICE DELIVERY AT THE COMMUNITY-LEVEL. ZAMBIA - IN SUPPORT OF THE MALARIA CONTROL AND ELIMINATION PARTNERSHIP IN AFRICA, WBR IS PROVIDING BUFFALO BICYCLES TO INCREASE DIAGNOSES AND TIMELY TREATMENT OF MALARIA, AS WELL AS THE DISTRIBUTION OF INSECTICIDE TREATED NETS. KENYA - TO PROMOTE TUBERCULOSIS (TB) SCREENING, INCREASE PATIENT REFERRALS TO HEALTH FACILITIES, ENGAGE TB PATIENTS WITH INTERRUPTED TREATMENT REGIMENS, AND PROVIDE HOME-BASED CARE TO TB PATIENTS, WBR IS PARTNERING WITH PATH TO OFFER RELIABLE BICYCLE MOBILITY FOR TB HEALTH SERVICE PROVIDERS. ECONOMIC DEVELOPMENT IN AREAS OF THE DEVELOPING WORLD WHERE WALKING IS THE PRIMARY MODE OF TRANSPORTATION, DISTANCE IS A CHALLENGE TO EARNING A LIVELIHOOD. APPROXIMATELY 51% OF BUFFALO BICYCLES DISTRIBUTED IN 2018 WERE SOCIAL ENTERPRISE SALES TO ENTREPRENEURS -- LEADING TO INCREASED MARKET ACCESS AND PRODUCTIVITY, AS WELL AS IMPROVED LIVELIHOOD FOR THEIR FAMILIES AND COMMUNITIES. IN 2015, A RESEARCH CASE STUDY WAS CONDUCTED ON THE PALABANA DAIRY COOPERATIVE, WHICH BEGAN PURCHASING BUFFALO BICYCLES IN 2011 AND HAS PURCHASED 281 BICYCLES TO DATE. THROUGH THE RESEARCH, WE FOUND THAT FARMERS USING THE BUFFALO BICYCLE MADE UP TO 25% MORE DELIVERIES PER MONTH, DELIVERED 23% MORE MILK, INCREASED THEIR MONTHLY INCOME BY 23%, AND REDUCED TRAVEL TIME TO THE COOPERATIVE BY 45%. IN ADDITION, 95% OF FARMERS SURVEYED CITED USING THE BUFFALO BICYCLE TO BETTER THEIR LIVES. Maintenance EVEN THE MOST ROBUST BICYCLE NEEDS REGULAR MAINTENANCE AND OCCASIONAL SPARE PARTS TO KEEP IT ROLLING OVER RUGGED TERRAIN. IT'S IMPORTANT THAT BICYCLE OWNERS HAVE ACCESS TO LOCAL, QUALIFIED REPAIR SERVICE THEY CAN COUNT ON. TO THIS END, WBR OPERATES A FIELD MECHANIC TRAINING PROGRAM. TRAINING CONSISTS OF A THREE- TO FIVE-DAY SESSION FOCUSING ON BUSINESS SKILLS AND THE PROPER ASSEMBLY, MAINTENANCE AND REPAIR OF THE BIKE. FIELD MECHANICS ENTER INTO A SERVICE-TO-OWN CONTRACT WHEREBY THEY PLEDGE TO PROVIDE REPAIR SUPPORT TO THE BICYCLES FOR EDUCATIONAL EMPOWERMENT PROGRAM (BEEP) OR OTHER INITIATIVES FOR AN AGREED PERIOD OF TIME. EACH SUCCESSFULLY TRAINED MECHANIC RECEIVES A BICYCLE, A SET OF HIGH QUALITY BICYCLE TOOLS, A UNIFORM AND MARKETING MATERIALS. TO DATE, 2,201 BICYCLE MECHANICS HAVE BENEFITED FROM TRAINING AND EMPLOYMENT, WHILE CONTRIBUTING TO THE ECONOMIC INFRASTRUCTURE OF THEIR VILLAGES. Program Services (Continued) Philanthropic Bicycle Distribution FORM 990 PART III, 4A Through 2018, WBR has distributed 208,480 bicycles through philanthropic distributions into the following programs: Bicycles for Educational Empowerment Program (BEEP) WBRs Bicycles for Educational Empowerment Program (BEEP) helps improve access to basic education by providing Buffalo Bicycles to students, teachers and community volunteers in rural areas of developing countries. Over the past 10 years, WBR has successfully implemented BEEP with more than 187,000 bicycles in 13 countries. In 2018, 19,294 students in 5 countries received Buffalo Bicycles through this program. Central to BEEP is the improvement of educational outcomes for girls, with 70% of BEEP bicycles allocated to female recipients. In line with our mission to advance outcomes through impact measurement, we work in close partnership with Ministries of Education, schools and communities to continually adjust program implementation, bicycle monitoring and community capacity. Examples of program evolution include improved community training, preventative bicycle maintenance programs, termly coordination meetings of Bicycle Supervisory Committees (BSCs) and improved field mechanic education and integration. Through ongoing program innovation, students can take full advantage of their education. In 2016, a needs assessment indicating a high level of absenteeism helped identify the Namwala district of Zambia as a candidate for BEEP. The resulting program, which distributed 2,408 Buffalo Bicycles across 15 schools in Namwala, took place from 2016-2018. To study the program in schools over time, we sampled attendance and performance data from beneficiaries and non-beneficiaries across 10 schools. After two years of program implementation, the schools that we studied reported the following improvements: -Reduced Travel Time: Students reduced their travel time from 80 to 55 minutes, a 31% decrease. -Increased Punctuality: Students with bicycles arrived late to school on six occasions, compared with 12 days, a 50% reduction. -Improved Sense of Safety: There was an 81% increase in students reporting they feel safer traveling to school. -Multiplier Effect: 75% of the beneficiaries said that they always carry someone on their bicycle when riding to school. Churches Health Alliance Zambia (CHAZ) For millions living in rural areas of developing countries, an army of volunteer caregivers provide a vital lifeline to quality healthcare and support. Providing a last-mile transportation solution for healthcare is a key focus for World Bicycle Relief. With a quality Buffalo Bicycle, caregivers can see more patients, spend more time at their homes, deliver more goods and even provide transportation to the clinic. Besides being a critical work tool, a Buffalo Bicycle is a valuable incentive for caregivers to continue to volunteer, producing a greater continuity of care and healthier communities. Churches Health Alliance Zambia (CHAZ) is an interdenominational umbrella organization for coordinating health services in Zambia. CHAZ has been a principal recipient of funding from the Global Fund a partnership between governments, civil society and the private sector to accelerate the end of HIV/AIDS, tuberculosis and malaria as epidemics. In 2018, WBR partnered with CHAZ to provide more than 8,000 Buffalo Bicycles to help in the fight against HIV/AIDS and malaria, and to improve access to infant vaccination. Of the 8,737 bicycles, World Bicycle Relief philanthropically funded 1,148 bicycles, with CHAZ purchasing 7,589 bicycles through the social enterprise program. The institutions benefitting from the bicycles include 34 hospitals, 77 rural health clinics, and 31 community-based organizations throughout Zambia. In 2019, WBR is working with CHAZ and its partners to measure the impact of this program. Village Enterprise Reliable transportation is vital for anyone running a business or seeking a livelihood. When entrepreneurs earn more money, their families have improved access to education, clean drinking water, nutritious food and quality healthcare. Village Enterprise, a Kenyan community-based entrepreneurship program, strives to empower rural African women through training, mentoring and investments to help them build micro-businesses of their own. Each business group, made up of three women, is involved in a venture that requires transportation to purchase and sell goods within a 20 km radius, such as livestock or produce. On average, the groups spend $22 per month on motorcycle taxis to fulfill their transportation needs. In 2018, WBR launched a pilot in Migori County, Kenya, to contribute one Buffalo Bicycle to each of 145 Village Enterprise business groups. WBR hypothesized that bicycles would save each group the majority of their transportation costs, allowing them to run their businesses more profitably, conveniently and sustainably. Using existing program framework to ensure the success of this pilot, WBR included mechanics training, support through the creation of a Bicycle Supervisory Committee, and spare parts kits for repairs. To bring this pilot full circle, one year after its launch, WBR will evaluate the impact of Buffalo Bicycles on the Village Enterprise program model by measuring the cost of transport, business profitability and functionality of access to spare parts and mechanics. Program Services (Continued) Form 990 Part III, Line 4B Social Enterprise In an effort to create efficiencies in resources, a portion of time and resources from certain members of the leadership team are allocated to the running of Buffalo Bicycles. In doing so, WBR and Buffalo Bicycles maintain an aligned focus on the mission of the organization - to provide reliable, affordable transportation in developing countries. Program Services (Continued) Form 990 Part III, Line 4C Product Development Thats why WBRs product development team constantly works to improve the bicycle and its spare parts: To help ensure the sustainability and advancement of all programs that use the Buffalo Bicycle. WBRs guiding principle of All answers are found in the field means that design decisions are framed by the landscape of locally available spare parts, tools and repair expertise, as well as cultural considerations about how bikes are likely to be used and maintained. This often results in using unconventional components on the bikes. The coaster brake, for example, slows the rear wheel through a back-pedaling action. This seemingly antiquated design, now typically found only on childrens bikes, requires no cables to operate. This may be a trivial consideration in the United States, where brake cables are easy to find. But as they are not commonly available in the countries in which WBR operates, the advantage of a cable-free brake is significant. WBRs product development team aims to be considerate of the realities of where our bikes are used. However, WBR also feels it has a responsibility to improve the experience of owning and using a bicycle. Where the available spare parts are inadequate, WBR seeks to make better parts available. Where availability is limited, WBR seeks to improve distribution and access through its network of trained mechanics and growing network of local shops. The design of the bicycle is dynamic. The process is ongoing. As the organization grows, and annual volumes increase, WBR revisits earlier design decisions to continuously refine the bicycle. Program Services (Continued) FORM 990 PART III, LINE 4D MONITORING AND EVALUATION WORLD BICYCLE RELIEF IS CONSISTENTLY MEASURING THE IMPACT OF THE BICYCLE IN WBR AND NON WBR RUN PROGRAMS. LEARNING FROM MISTAKES AND ENHANCING STRENGTHS ENSURES WBR IS PROVIDING THE BEST SOLUTION POSSIBLE TO MOBILITY. GOVERNING BODY COMMITTEES FORM 990, PART VI, LINE 1A THE BOARD OF DIRECTORS SHALL HAVE POWER TO APPOINT COMMITTEES FOR THE PURPOSE OF CONDUCTING CERTAIN ASPECTS OF THE CORPORATE BUSINESS NOT OTHERWISE DELEGATED. COMMITTEES MAY NOT ACT ON BEHALF OF THE CORPORATION UNLESS SUCH AUTHORITY IS SPECIFICALLY DELEGATED TO THE COMMITTEE, AND IF SUCH CORPORATE AUTHORITY IS SO DELEGATED, IT SHALL BE VALID ONLY AS TO A SINGLE ISSUE AND NOT IN GENERAL TERMS. THE BOARD OF DIRECTORS MAY FROM TIME TO TIME APPOINT ADVISORY BOARDS OR SPECIAL COUNCILS FOR SPECIFIC PURPOSES THAT DO NOT REQUIRE CORPORATE ACTION. THE COMPOSITION OF SUCH ADVISORY GROUPS MAY INCLUDE PERSONS WITH PROFESSIONAL SKILLS OR SPECIAL EXPERIENCE NECESSARY TO ADVISE AND INFORM THE BOARD OF DIRECTORS. SUCH ADVISORY GROUPS SHALL NOT HAVE THE AUTHORITY TO COMMIT THE CORPORATION TO ANY LEGAL CONTRACTS OR AGREEMENTS WHETHER OR NOT RELATED TO THE BUSINESS OF THE CORPORATION. THE BOARD OF DIRECTORS SHALL NOT LEND APPARENT AUTHORITY TO SUCH ADVISORY GROUPS AND ALL RELATED CORPORATE RESOLUTIONS SHALL EXPRESSLY LIMIT THE GROUPS' AUTHORITY IN THIS RESPECT. BUSINESS AND FAMILY RELATIONSHIPS FORM 990, PART VI, LINE 2 BOARD MEMBERS STANLEY DAY AND CHAIRMAN FREDERICK K.W. DAY HAVE A FAMILY RELATIONSHIP. MICHAEL HERR, BRIAN BENZER, STANLEY DAY, AND FREDERICK K.W. DAY HAVE A BUSINESS RELATIONSHIP. FORM 990 REVIEW PROCESS FORM 990, PART VI, LINE 11B THE CFO AND TREASURER REVIEWED A DRAFT OF THE FORM 990 THAT WAS PREPARED BY A THIRD PARTY TAX PREPARER, GRANT THORNTON, BASED UPON INFORMATION WBR PROVIDED THE PREPARER. SUBSEQUENT TO THEIR REVIEW, MANAGEMENT AND THE FULL VOTING BOARD RECEIVED A COPY OF THE DRAFT RETURN ELECTRONICALLY. THE BOARD PROVIDED ANY QUESTIONS OR COMMENTS TO THE CEO AND TREASURER AND THE FORM 990 WAS REVISED, AS NECESSARY. THE FULL VOTING BOARD OF DIRECTORS RECEIVED A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT FORM 990, PART VI, LINE 12C THE RESPONSIBILITY FOR DISCLOSING ANY KNOWN OR REASONABLY FORESEEN ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL BE UPON THE INTERESTED PARTY WHOSE INTERESTS ARE OR MAY APPEAR TO BE IN CONFLICT. ALL INTERESTED PARTIES ARE REQUIRED TO FILE A DISCLOSURE STATEMENT WITH WBR PRIOR TO SUCH INDIVIDUAL COMMENCING HIS OR HER SERVICE WITH WBR AND THEREAFTER SHALL FILE WITH WBR AN UPDATED DISCLOSURE STATEMENT AS MAY BE REQUIRED FROM TIME TO TIME BY THE BOARD OF DIRECTORS OR ITS COMMITTEE DESIGNEE, AND IN NO EVENT LESS OFTEN THAN ANNUALLY. THE MINUTES SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PERSON WAS NOT PRESENT DURING ANY DISCUSSION OF THE MATTER AND DID NOT VOTE ON THE MATTER IN PERSON OR BY PROXY. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD, THE INTERESTED PERSON SHALL DISCLOSE SUCH CONFLICT TO THE BOARD OF DIRECTORS OR SUCH COMMITTEE; AND SHALL NOT VOTE ON THE MATTER. FURTHER, THE INTERESTED PERSON HAVING A CONFLICT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD OR THE COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS OR THE COMMITTEE, AS THE CASE MAY BE, EXCLUDING THE INTERESTED PERSON CONCERNING WHOM THE DOUBT HAS ARISEN. THE BOARD OF DIRECTORS, FROM TIME TO TIME, SHALL REPORT ON ITS IMPLEMENTATION OF THESE GUIDELINES AND THE STATUS OF ANY POLICY DEVELOPMENTS REGARDING COMPENSATION AND CONFLICTS OF INTEREST. FURTHER, THE BOARD OF DIRECTORS SHALL REPORT AFTER HAVING BEEN ALERTED TO SPECIFIC INSTANCES WHEN THESE GUIDELINES HAVE NOT BEEN FOLLOWED OR ANY OTHER ISSUE REGARDING COMPENSATION OR CONFLICT OF INTEREST IS DETERMINED TO EXIST. COMPENSATION REVIEW FORM 990, PART VI, LINE 15A WBR ESTABLISHES A REBUTTABLE PRESUMPTION THAT THE COMPENSATION PAID TO THE CEO AND OTHER EXECUTIVES IS REASONABLE. WBR ESTABLISHES A POSITION BY COMPARING THE COMPENSATION OF ITS CEO AND OTHER EXECUTIVES AGAINST 10 SIMILAR SIZE NONPROFITS IN WBR'S PEER GROUP AND THIRD-PARTY MARKET DATA PROVIDED BY GRANT THORNTON. THE DATA USED FOR THE COMPARISON IS TAKEN FROM THE 990, ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS FROM THE 10 NONPROFITS AND THIRD-PARTY DATA BASES ACCESSED BY GRANT THORNTON. THE FINAL ANALYSIS IS PRESENTED TO THE BOARD OF DIRECTORS OF WBR AND SALARIES ARE APPROVED YEARLY AT THE FEBRUARY BOARD MEETING. COMPENSATION REVIEW BY INDEPENDENT PERSONS FORM 990, PART VI, LINE 15B COMPENSATION IS ESTABLISHED FOR THE CEO AND TREASURER BY THE BOARD AFTER A THOROUGH SALARY/MARKET REVIEW BY A THIRD PARTY. THIS SALARY/MARKET REVIEW PROCESS WAS COMPLETED IN 2018 BY GRANT THORNTON. EACH YEAR THE BOARD EVALUATES THE CEO AND TREASURERS PERFORMANCE THROUGH AN ASSESSMENT PROCESS. THE BOARD USES THIS DATA TO DETERMINE COMPENSATION. THE SENIOR STAFF HAS A COMPREHENSIVE PERFORMANCE EVALUATION AND COMPENSATION REVIEW DONE AT THE END OF EACH CALENDAR YEAR. SALARY IS BENCHMARKED REGULARLY VIS-A-VIS OTHER SIMILAR ORGANIZATIONS USING FORM 990 DATA. DOCUMENTATION OF THE COMPENSATION REVIEW IS CONTEMPORANEOUSLY DOCUMENTED IN THE HUMAN RESOURCES FILES. GOVERNING DOCUMENTS AVAILABLE TO PUBLIC FORM 990, PART VI, LINE 19 THE FOLLOWING DOCUMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND AVAILABLE UPON REQUEST: ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS. World Bicycle Relief - Australia 6 Macro Court Rowville AS VIC 3178 Bike Relief AS 501(c)(3) WBR true World Bicycle Relief - Zambia PO Box 38991 Lusaka ZA Bike Relief ZA 501(c)(3) WBR true World Bicycle Relief Deutschland GMBH Romstrasse 1 Schweinfurt GM D-97424 Bike Relief GM 501(c)(3) WBR true World Bicycle Relief Malawi Plot 21/2/35 Njewa Lilongwe MI Bike Relief MI 501(c)(3) WBR true World Bicycle Relief UK 1 St Georges Road Wimbeldon UK SW194DR Bike Relief UK 501(c)(3) WBR true World Bicycle Relief CA 255 Courtneypark Drive West Mississauga ON CA L5W 0A5 Bike Relief CA 501(c)(3) WBR true World Bicycle Relief Switzerland rue Fendt 1 Impact hub Geneve WZ Bike Relief SZ Foundation WBR true World Bicycle Relief Kenya LR No 209/5417 1st Floor Horizons Office Nyerere Rd Nairobi KE 101650-00101 BICYCLE SALES KE 501(C)(3) WBR true WOLRD BICYCLE PRIVATE LIMITED 540 RORO CLOSE RUWA ZI SOCIAL ENTERP ZI WBR TRUST C Corp 1763897 926068 1.00000 true BUFFALO BICYCLE LIMITED SUITE 405 4TH FLOOR BARKLY WARF EA PORT LOUIS MP BICYCLE SALES MP WBR NFP C Corp 3628405 2888601 1.00000 true BUFFALO BICYCLE KENYA LIMITED LUTHER PLZ 1 FL NO 209/5447 MOI AVE Nairobi KE BICYCLE SALES KE WBR NFP C Corp 1259671 555883 1.00000 true BUFFALO BICYCLE ZAMBIA LIMITED Plot No 2405 Kabelenga Road Lusaka ZA BICYCLE SALES ZA WBR NFP C Corp 3422291 2085408 1.00000 true BUFFALO BICYCLE SOUTH AFRICA (PTY) LTD 1 SURREY PLACE TWO OCEANS HOUSE ST MOUILLE POINT SF 8005 BICYCLE SALES SF WBR NFP C Corp 114562 1451 1.00000 true BUFFALO BICYCLE MALAWI LIMITED Plot 21/2/35 Njewa Lilongwe MI BICYCLE SALES MI WBR NFP C Corp 277405 383742 1.00000 true false true false true true false false false false false false true true false true true true true true Buffalo Bicycle Limited Mauritius o 2152009 Cash Buffalo Bicycle Kenya b 953216 Cash Buffalo Bicycle Zambia b 150000 Cash Buffalo Bicycle South Africa b 114563 Cash World Bicycle Relief Zimbabwe b 189821 Cash World Bicycle Relief - Zambia b 53868 Cash World Bicycle Relief Malawi b 326214 Cash World Bicycle Relief Switzerland b 50966 Cash