GLOBAL PARTNERSHIPS: Form 990, tax year 2017

View the entire original 990 at ProPublica ↗

Organization
GLOBAL PARTNERSHIPS (EIN 82-0574491)
Tax period
2017-07-01 to 2018-06-30
Filed
2019-05-15
IRS object ID
201941359349311859
Schema version
2017v2.3
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 ReturnHeader

FieldValueIRS element (for citing)
Return2019-05-15T16:41:44-05:00ReturnTs
Tax Period End2018-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN911194016PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK NUBER PSBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line110900 NE 4TH STREET SUITE 1400AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98004ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2017-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN820574491EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1GLOBAL PARTNERSHIPSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlGLOBBusinessNameControlTxt
Phone2066528773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11932 FIRST AVENUE NO 400AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIKE GALGONPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2066528773PhoneNum
Signature2019-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJANE M SEARINGPreparerPersonNm
PTINP00000565PTIN
Phone4254544919PhoneNum
Preparation2019-05-13PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address65.158.230.194IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-05-15IPDt
IP Tm12:33:40IPTm
IP TimezonePDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id9191BA1CDDCFB97FFD26D912D0015875FD66E3ECAtSubmissionCreationDeviceId
At Submission Filing Device Id0D4F8B5D50665025C0D74E3A044B1CC8CBA0177EAtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2017TaxYr
Build TS2019-02-21 02:37:17ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerRICK BECKETTPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11932 FIRST AVENUE NO 400AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$8,554,128GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GLOBALPARTNERSHIPS.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Other Organization DscEXEMPT ORGANIZATIONOtherOrganizationDsc
Formation2002FormationYr
Legal Domicile StateWALegalDomicileStateCd
Activity Or MissionGLOBAL PARTNERSHIPS' MISSION IS TO EXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY.ActivityOrMissionDesc
Voting Members Governing Body19VotingMembersGoverningBodyCnt
Voting Members Independent12VotingMembersIndependentCnt
Total Employee33TotalEmployeeCnt
Total Volunteers88TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$15,639NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,526,651PYContributionsGrantsAmt
CY Contributions Grants$1,486,508CYContributionsGrantsAmt
PY Program Service Revenue$5,849,442PYProgramServiceRevenueAmt
CY Program Service Revenue$6,691,819CYProgramServiceRevenueAmt
PY Investment Income$110,444PYInvestmentIncomeAmt
CY Investment Income$174,677CYInvestmentIncomeAmt
PY Other Revenue-$59,870PYOtherRevenueAmt
CY Other Revenue$30,893CYOtherRevenueAmt
PY Total Revenue$7,426,667PYTotalRevenueAmt
CY Total Revenue$8,383,897CYTotalRevenueAmt
PY Grants And Similar Paid$40,262PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$3,388,420PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$3,542,367CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$936,639CYTotalFundraisingExpenseAmt
PY Other Expenses$5,011,622PYOtherExpensesAmt
CY Other Expenses$5,274,322CYOtherExpensesAmt
PY Total Expenses$8,440,304PYTotalExpensesAmt
CY Total Expenses$8,816,689CYTotalExpensesAmt
PY Revenues Less Expenses-$1,013,637PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$432,792CYRevenuesLessExpensesAmt
Total Assets BOY$100,048,914TotalAssetsBOYAmt
Total Assets EOY$114,755,816TotalAssetsEOYAmt
Total Liabilities BOY$85,416,666TotalLiabilitiesBOYAmt
Total Liabilities EOY$101,102,269TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,632,248NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$13,653,547NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionGLOBAL PARTNERSHIPS IS AN IMPACT-FIRST INVESTOR WHOSE CHARITABLE MISSION IS TO EXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY IN DEVELOPING COUNTRIES AROUND THE WORLD.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$7,589,524ExpenseAmt
Revenue$6,691,819RevenueAmt
DescAS OF JUNE 30, 2018, GLOBAL PARTNERSHIPS (GP) HAD MORE THAN $97 MILLION INVESTED IN 72 MICROFINANCE INSTITUTIONS, SOCIAL BUSINESSES AND COOPERATIVES IN 20 COUNTRIES IN LATIN AMERICA, THE CARIBBEAN AND SUB-SAHARAN AFRICA. GP INVESTS IN SOCIAL ENTERPRISES WITH SUSTAINABLE SOLUTIONS THAT HELP IMPOVERISHED PEOPLE INCREASE THEIR INCOMES AND IMPROVE THEIR LIVES, WITH INVESTMENTS IN SOCIAL ENTERPRISES IN THE FOLLOWING AREAS: MICROFINANCE, LIVELIHOODS, EDUCATION, HEALTH, AFFORDABLE SOLAR LIGHT, SANITATION, SMALLHOLDER FARMER MARKET ACCESS, HOME IMPROVEMENT, SMALLHOLDER FARMER INPUTS, ESSENTIAL MEDICINES, DIGITAL STUDY MATERIALS, COOKSTOVES, AND ARTISAN MARKET ACCESS. THE VAST MAJORITY (MORE THAN 80%) OF THE FUNDS INVESTED BY GLOBAL PARTNERSHIPS ARE INVESTED WITH MICRO-FINANCE INSTITUTIONS.Desc
Total Program Service Expenses$7,589,524TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying ActivitiesYes (1)LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related InvstYes (1)ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign OfficeYes (1)ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising ActivitiesYes (1)FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan OutstandingYes (1)LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash ContriYes (1)DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded EntityYes (1)DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document49IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee33EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryNUForeignCountryCd
Foreign CountryKEForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo ContributionsYes (1)QuidProQuoContributionsInd
Quid Pro Quo Contri DisclYes (1)QuidProQuoContriDisclInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members19GoverningBodyVotingMembersCnt
Independent Voting Member12IndependentVotingMemberCnt
Family Or Business RlnYes (1)FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process OtherYes (1)CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldWAStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Other WebsiteYes (X)OtherWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MEGAN MUIRBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2066528773PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11932 FIRST AVENUE SUITE 400AddressLine1Txt
CitySEATTLECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98101ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (27 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
MAGGIE WALKER
CHAIR & BOARD PRESIDENT1.00Yes (X)Yes (X)$0$0$0
MIKE GALGON
TREASURER1.00Yes (X)Yes (X)$0$0$0
GREGG JOHNSON
SECRETARY1.00Yes (X)Yes (X)$0$0$0
BERT GREEN
BOARD DIRECTOR1.00Yes (X)$0$0$0
BILL RICHTER
BOARD DIRECTOR1.00Yes (X)$0$0$0
CARLA E LEWIS
BOARD DIRECTOR1.00Yes (X)$0$0$0
CURT B FRASER
BOARD DIRECTOR1.00Yes (X)$0$0$0
ED LAZAR
BOARD DIRECTOR1.00Yes (X)$0$0$0
ENRIQUE GODREAU
BOARD DIRECTOR1.00Yes (X)$0$0$0
H STEWART PARKER
BOARD DIRECTOR1.00Yes (X)$0$0$0
JANE STONECIPHER
BOARD DIRECTOR1.00Yes (X)$0$0$0
KURT DELBENE
BOARD DIRECTOR1.00Yes (X)$0$0$0
MATTHEW MCBRADY
BOARD DIRECTOR1.00Yes (X)$0$0$0
PAULA CLAPP
BOARD DIRECTOR1.00Yes (X)$0$0$0
ROBERT VAN CLEVE
BOARD DIRECTOR1.00Yes (X)$0$0$0
ROSARIO PEREZ
BOARD DIRECTOR1.00Yes (X)$0$0$0
TESSA KEATING
BOARD DIRECTOR1.00Yes (X)$0$0$0
WALTER EUYANG
BOARD DIRECTOR1.00Yes (X)$0$0$0
WILLIAM H CLAPP
BOARD DIRECTOR1.00Yes (X)$0$0$0
RICK BECKETT
CEO40.00Yes (X)$313,806$0$77,832
MARK COFFEY
PRESIDENT & CIO40.00Yes (X)$208,169$0$35,946
MEGAN MUIR
COO & GENERAL COUNSEL40.00Yes (X)$0$0$0
GAIL DEGUILIO
CHIEF CAPITAL RESOURCE OFFICER40.00$156,038$0$19,735Yes (X)
PETER BLADIN
CHIEF IMPACT & RESEARCH OFFICER32.00$118,085$0$22,813Yes (X)
JIM VILLENUEVA
MANAGING DIRECTOR40.00$152,457$0$20,629Yes (X)
JASON HENNING
SENIOR VICE PRESIDENT40.00$108,923$0$21,204Yes (X)
NATHALIA RODRIGUEZ
SENIOR VICE PRESIDENT40.00$102,969$0$18,102Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$1,160,447TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$216,261TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ACCOUNTING SOLUTIONSBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1310 120TH AVENUE NE 101AddressLine1Txt
CityBELLEVUECityNm
State AbbreviationWAStateAbbreviationCd
ZIP98005ZIPCd
FieldValueIRS element (for citing)
ServicesACCOUNTINGServicesDesc
Compensation$158,089CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Federated Campaigns$96,500FederatedCampaignsAmt
Fundraising$669,472FundraisingAmt
All Other Contributions$720,536AllOtherContributionsAmt
Noncash Contributions$40,076NoncashContributionsAmt
Total Contributions$1,486,508TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
SOCIAL INV LOANS INT523999$6,252,925$6,252,925
LOAN COMMITMENT FEES523999$438,894$438,894
FieldValueIRS element (for citing)
Total Program Service Revenue$6,691,819TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$178,203TotalRevenueColumnAmt
Exclusion$178,203ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$73,268SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$76,794SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$3,526SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$3,526TotalRevenueColumnAmt
Exclusion-$3,526ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$26,179FundraisingGrossIncomeAmt
Contri Rpt Fundraising Event$669,472ContriRptFundraisingEventAmt
Fundraising Direct Expenses$93,437FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column-$67,258TotalRevenueColumnAmt
Exclusion-$67,258ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescINVESTOR TRIPDesc
Business900099BusinessCd
Total Revenue Column$98,151TotalRevenueColumnAmt
Exclusion$98,151ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$98,151OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$8,383,897TotalRevenueColumnAmt
Related Or Exempt Func Income$6,691,819RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$205,570ExclusionAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$732,408TotalAmt
Program Services$461,198ProgramServicesAmt
Management And General$113,730ManagementAndGeneralAmt
Fundraising$157,480FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$2,165,562TotalAmt
Program Services$1,679,329ProgramServicesAmt
Management And General$42,086ManagementAndGeneralAmt
Fundraising$444,147FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$115,461TotalAmt
Program Services$88,888ProgramServicesAmt
Management And General$2,048ManagementAndGeneralAmt
Fundraising$24,525FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$341,095TotalAmt
Program Services$267,366ProgramServicesAmt
Management And General$7,962ManagementAndGeneralAmt
Fundraising$65,767FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$187,841TotalAmt
Program Services$145,868ProgramServicesAmt
Management And General$6,762ManagementAndGeneralAmt
Fundraising$35,211FundraisingAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$22,812TotalAmt
Program Services$22,812ProgramServicesAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,047TotalAmt
Program Services$31,535ProgramServicesAmt
Management And General$25,512ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$676,651TotalAmt
Program Services$592,383ProgramServicesAmt
Management And General$46,705ManagementAndGeneralAmt
Fundraising$37,563FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$38,259TotalAmt
Program Services$6,672ProgramServicesAmt
Management And General$222ManagementAndGeneralAmt
Fundraising$31,365FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$119,013TotalAmt
Program Services$88,341ProgramServicesAmt
Management And General$3,202ManagementAndGeneralAmt
Fundraising$27,470FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$200,183TotalAmt
Program Services$150,502ProgramServicesAmt
Management And General$10,001ManagementAndGeneralAmt
Fundraising$39,680FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$274,415TotalAmt
Program Services$218,104ProgramServicesAmt
Management And General$1,460ManagementAndGeneralAmt
Fundraising$54,851FundraisingAmt

Interest InterestGrp

FieldValueIRS element (for citing)
Total$2,633,000TotalAmt
Program Services$2,633,000ProgramServicesAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$19,707TotalAmt
Program Services$14,246ProgramServicesAmt
Management And General$1,099ManagementAndGeneralAmt
Fundraising$4,362FundraisingAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$41,400TotalAmt
Program Services$25,500ProgramServicesAmt
Management And General$15,900ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmtFundraisingFundraisingAmt
SOCIAL INV LOSS ALLOW$1,040,836$1,040,836
LOAN FEES$52,009$52,009
BANK CHARGES$35,587$16,083$10,132$9,372

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$63,403TotalAmt
Program Services$54,852ProgramServicesAmt
Management And General$3,705ManagementAndGeneralAmt
Fundraising$4,846FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$8,816,689TotalAmt
Program Services$7,589,524ProgramServicesAmt
Management And General$290,526ManagementAndGeneralAmt
Fundraising$936,639FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$94,405BOYAmt
EOY$44,857EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$14,224,693BOYAmt
EOY$12,558,997EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$925,310BOYAmt
EOY$514,224EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$34,564EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$24,425BOYAmt
EOY$968EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$302,240LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$258,496LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$47,763BOYAmt
EOY$43,744EOYAmt

Investments Program Related InvestmentsProgramRelatedGrp

FieldValueIRS element (for citing)
BOY$82,106,389BOYAmt
EOY$100,192,449EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,625,929BOYAmt
EOY$1,366,013EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$100,048,914BOYAmt
EOY$114,755,816EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,236,543BOYAmt
EOY$1,175,681EOYAmt

Loans From Officers Directors LoansFromOfficersDirectorsGrp

FieldValueIRS element (for citing)
BOY$1,425,000BOYAmt
EOY$1,558,500EOYAmt

Unsecured Notes Loans Payable UnsecuredNotesLoansPayableGrp

FieldValueIRS element (for citing)
BOY$82,505,000BOYAmt
EOY$97,657,750EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$250,123BOYAmt
EOY$710,338EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$85,416,666BOYAmt
EOY$101,102,269EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$13,498,516BOYAmt
EOY$13,139,323EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$1,133,732BOYAmt
EOY$514,224EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,632,248BOYAmt
EOY$13,653,547EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$100,048,914BOYAmt
EOY$114,755,816EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$432,792ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$545,909NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,806,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,993,922CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,849,208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,526,651CurrentTaxYearMinus1YearAmt
Current Tax Year$1,486,508CurrentTaxYearAmt
Total$15,663,155TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,806,866CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$2,993,922CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$7,849,208CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,526,651CurrentTaxYearMinus1YearAmt
Current Tax Year$1,486,508CurrentTaxYearAmt
Total$15,663,155TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$6,500,142SubstantialContributorsTotAmt
Public Support Total170$9,163,013PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$2,670CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,735CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$24,292CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$110,444CurrentTaxYearMinus1YearAmt
Current Tax Year$178,203CurrentTaxYearAmt
Total$320,344TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year$98,151CurrentTaxYearAmt
Total$98,151TotalAmt
FieldValueIRS element (for citing)
Total Support$16,081,650TotalSupportAmt
Gross Receipts Rltd Activities$27,116,326GrossReceiptsRltdActivitiesAmt
Public Support CY1700.56980PublicSupportCY170Pct
Public Support PY1700.56050PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferenceSCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:FormAndLineReferenceDesc
ExplanationINVESTOR TRIP - 2017 AMOUNT: $ 98,151.ExplanationTxt

Schedule B IRS990ScheduleB

Schedule C IRS990ScheduleC

Other Exempt Purpose Expend OtherExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$8,910,126FilingOrganizationsTotalAmt

Total Exempt Purpose Expend TotalExemptPurposeExpendGrp

FieldValueIRS element (for citing)
Filing Organizations Total$8,910,126FilingOrganizationsTotalAmt

Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Filing Organizations Total$595,506FilingOrganizationsTotalAmt

Grassroots Nontaxable GrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Filing Organizations Total$148,877FilingOrganizationsTotalAmt

Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp

FieldValueIRS element (for citing)
Filing Organizations Total$0FilingOrganizationsTotalAmt

Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp

FieldValueIRS element (for citing)
Current Year Minus3$401,464CurrentYearMinus3Amt
Current Year Minus2$468,648CurrentYearMinus2Amt
Current Year Minus1$576,318CurrentYearMinus1Amt
Current Year$595,506CurrentYearAmt
Total$2,041,936TotalAmt
FieldValueIRS element (for citing)
Lobbying Ceiling$3,062,904LobbyingCeilingAmt

Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp

FieldValueIRS element (for citing)
Current Year Minus3$100,366CurrentYearMinus3Amt
Current Year Minus2$117,162CurrentYearMinus2Amt
Current Year Minus1$144,080CurrentYearMinus1Amt
Current Year$148,877CurrentYearAmt
Total$510,485TotalAmt
FieldValueIRS element (for citing)
Grassroots Ceiling$765,728GrassrootsCeilingAmt

Schedule D IRS990ScheduleD

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$31,313OtherCostOrOtherBasisAmt
Depreciation$24,600DepreciationAmt
Book Value$6,713BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$158,614OtherCostOrOtherBasisAmt
Depreciation$121,583DepreciationAmt
Book Value$37,031BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$112,313OtherCostOrOtherBasisAmt
Depreciation$112,313DepreciationAmt
Book Value$0BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$43,744TotalBookValueLandBuildingsAmt

Invst Program Related Org InvstProgramRelatedOrgGrp (24 entries)

DescDescBook ValueBookValueAmtMethod ValuationMethodValuationCd
PRI ARGENTINA, LOAN INVESTMENT$473,053F
PRI BOLIVIA, LOAN INVESTMENT$13,704,375F
PRI ECUADOR, LOAN INVESTMENT$12,521,072F
PRI EL SALVADOR, LOAN INVESTMENT$3,246,562F
PRI GHANA, LOAN INVESTMENT$1,121,250F
PRI GUATEMALA, LOAN INVESTMENT$7,043,388F
PRI HAITI, LOAN INVESTMENT$857,813F
PRI HONDURAS, LOAN INVESTMENT$1,883,125F
PRI KENYA, LOAN INVESTMENT$2,853,948F
PRI MEXICO, LOAN INVESTMENT$9,829,823F
PRI NICARAGUA, LOAN INVESTMENT$15,191,335F
PRI PANAMA, LOAN INVESTMENT$491,250F
PRI PARAGUAY, LOAN INVESTMENT$409,656F
PRI PERU, LOAN INVESTMENT$5,062,368F
PRI RWANDA, LOAN INVESTMENT$982,500F
PRI TANZANIA, LOAN INVESTMENT$5,218,156F
PRI UGANDA, LOAN INVESTMENT$5,161,463F
PRI ZAMBIA, LOAN INVESTMENT$487,340F
PRI LATIN AMERICA, LOAN INVESTMENT$1,719,375F
PRI GLOBAL, LOAN INVESTMENT$5,345,670F
MFX SOLUTIONS, EQUITY INVESTMENT$612,836C
SOCIAL INVESTMENTS IN EQUITY SECURITIES$1,730,644C
CALVERT SOCIAL INVESTMENT NOTES$2,845,447F
MICROVEST SHORT DURATION FUND$1,400,000F
FieldValueIRS element (for citing)
Total Book Value Program Rltd$100,192,449TotalBookValueProgramRltdAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
DERIVATIVE INSTRUMENTS LIABILITY$479,279
DEFERRED RENT LIABILITY$57,309
RECOVERABLE GRANT LIABILITY$173,750
FieldValueIRS element (for citing)
Total Liability$710,338TotalLiabilityAmt
Total Rev Etc Audited Fincl Stmt$8,133,129TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$545,909NetUnrealizedGainsInvstAmt
Donated Services And Use Fclts$201,704DonatedServicesAndUseFcltsAmt
Revenue Not Reported-$344,205RevenueNotReportedAmt
Revenue Subtotal$8,477,334RevenueSubtotalAmt
Other Revenues Not Included-$93,437OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$93,437RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$8,383,897TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$9,111,830TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$201,704DonatedServicesUseFcltsAmt
Other Expenses Included$93,437OtherExpensesIncludedAmt
Expenses Not Reported$295,141ExpensesNotReportedAmt
Expenses Subtotal$8,816,689ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$8,816,689TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART XI, LINE 4B - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES REPORTED ON PART VIII -93,437.
PART XII, LINE 2D - OTHER ADJUSTMENTS:SPECIAL EVENT EXPENSES REPORTED ON PART VIII 93,437.

Schedule F IRS990ScheduleF

Account Activities Outside US AccountActivitiesOutsideUSGrp (9 entries)

RegionRegionTxtOfficesOfficesCntEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
CENTRAL AMERICA AND THE CARIBBEAN18PGM SERVICES & SOCIAL INVESTMENTSMANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS$1,001,000
SOUTH AMERICA00PGM SERVICES & SOCIAL INVESTMENTSMANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS$552,000
NORTH AMERICA00PGM SERVICES & SOCIAL INVESTMENTSMANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS$148,000
SUB-SAHARAN AFRICA15PGM SERVICES & SOCIAL INVESTMENTSMANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS$607,000
CENTRAL AMERICA AND THE CARIBBEAN00SOCIAL INVESTMENT LOAN$33,662,754
SOUTH AMERICA00SOCIAL INVESTMENT LOAN$32,866,984
NORTH AMERICA00SOCIAL INVESTMENT LOAN$10,171,946
SUB-SAHARAN AFRICA00SOCIAL INVESTMENT LOAN$21,038,382
EUROPE (INCLUDING ICELAND & GREENLAND)00FUNDRAISING$2,318
FieldValueIRS element (for citing)
Subtotal Offices2SubtotalOfficesCnt
Subtotal Employees13SubtotalEmployeesCnt
Continuation Total Office0ContinuationTotalOfficeCnt
Continuation Total Employee0ContinuationTotalEmployeeCnt
Total Office2TotalOfficeCnt
Total Employee13TotalEmployeeCnt
Subtotal Spent$100,048,066SubtotalSpentAmt
Continuation Spent$2,318ContinuationSpentAmt
Total Spent$100,050,384TotalSpentAmt
Transfer To Foreign CorpYes (1)TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Supplemental Information Detail SupplementalInformationDetail (2 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART I, LINE 2:GP STAFF MONITOR GRANTS DISBURSED TO LOCAL IMPLEMENTING PARTNERS BOTH VIA ON-SITE MONITORING VISITS AND THROUGH QUARTERLY FINANCIAL AND PROGRAM REPORTS RECEIVED FROM EACH ENTITY.
PART I, LINE 3:ACCRUAL METHOD OF ACCOUNTING HAS BEEN USED TO ACCOUNT FOR ABOVE EXPENDITURES.

Schedule G IRS990ScheduleG

Fundraising Event Information FundraisingEventInformationGrp

FieldValueIRS element (for citing)
Event1LUNCHEONEvent1Nm
Gross Receipts Event1$695,651GrossReceiptsEvent1Amt
Charitable Contri Event1$669,472CharitableContriEvent1Amt
Gross Revenue Event1$26,179GrossRevenueEvent1Amt
Rent Facility Costs Event1$25,003RentFacilityCostsEvent1Amt
Food And Beverage Event1$40,786FoodAndBeverageEvent1Amt
Other Direct Expenses Event1$27,648OtherDirectExpensesEvent1Amt
Gross Receipts Total$695,651GrossReceiptsTotalAmt
Charitable Contributions Tot$669,472CharitableContributionsTotAmt
Gross Revenue Total Events$26,179GrossRevenueTotalEventsAmt
Rent Fclty Costs Total Events$25,003RentFcltyCostsTotalEventsAmt
Food And Beverage Total Events$40,786FoodAndBeverageTotalEventsAmt
Oth Direct Expnss Total Events$27,648OthDirectExpnssTotalEventsAmt
Direct Expense Summary Events$93,437DirectExpenseSummaryEventsAmt
Net Income Summary-$67,258NetIncomeSummaryAmt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Written Employment ContractYes (X)WrittenEmploymentContractInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
RICK BECKETT
CEO$310,000$0$2,000$0$1,806$0$60,000$0$17,832$0$391,638$0$0$0
MARK COFFEY
PRESIDENT & CIO$206,430$0$0$0$1,739$0$12,494$0$23,452$0$244,115$0$0$0
GAIL DEGUILIO
CHIEF CAPITAL RESOURCE OFFICER$155,264$0$0$0$774$0$9,420$0$10,315$0$175,773$0$0$0
JIM VILLENUEVA
MANAGING DIRECTOR$151,683$0$0$0$774$0$9,705$0$10,924$0$173,086$0$0$0

Schedule L IRS990ScheduleL

Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (9 entries)

Relationship With OrgRelationshipWithOrgTxtLoan PurposeLoanPurposeTxtLoan To OrganizationLoanToOrganizationIndOriginal PrincipalOriginalPrincipalAmtBalance DueBalanceDueAmtDefaultDefaultIndBoard Or Committee ApprovalBoardOrCommitteeApprovalIndWritten AgreementWrittenAgreementInd
KURT DELBENE
BOARD MEMBERGP SOCIAL INVESTMENT LOANYes (X)$569,500$569,5000Yes (1)Yes (1)
JANE STONECIPHER
BOARD MEMBERGP SOCIAL INVESTMENT LOANYes (X)$100,000$100,0000Yes (1)Yes (1)
TESSA KEATING
BOARD MEMBERGP SOCIAL INVESTMENT LOANYes (X)$50,000$50,0000Yes (1)Yes (1)
CARLA LEWIS
BOARD MEMBERGP SOCIAL INVESTMENT LOANYes (X)$250,000$250,0000Yes (1)Yes (1)
MAGGIE WALKER
BOARD MEMBERGP SOCIAL INVESTMENT LOANYes (X)$250,000$250,0000Yes (1)Yes (1)
BILL RICHTER
BOARD MEMBERGP SOCIAL INVESTMENT LOANYes (X)$100,000$100,0000Yes (1)Yes (1)
H STEWART PARKER
BOARD MEMBERGP SOCIAL INVESTMENT LOANYes (X)$34,750$34,7500Yes (1)Yes (1)
STEVE DAVIS
FORMER BOARD MEMBERGP SOCIAL INVESTMENT LOANYes (X)$134,750$134,7500Yes (1)Yes (1)
DEAN ALLEN
FORMER BOARD MEMBERGP SOCIAL INVESTMENT LOANYes (X)$69,500$69,5000Yes (1)Yes (1)
FieldValueIRS element (for citing)
Total Balance Due$1,558,500TotalBalanceDueAmt

Schedule M IRS990ScheduleM

Securities Publicly Traded SecuritiesPubliclyTradedGrp

FieldValueIRS element (for citing)
Non Cash CheckboxYes (X)NonCashCheckboxInd
Contribution7ContributionCnt
Noncash Contributions Rpt F990$40,076NoncashContributionsRptF990Amt
Method Of Determining RevenuesFAIR MARKET VALUEMethodOfDeterminingRevenuesTxt
FieldValueIRS element (for citing)
Form8283 Received0Form8283ReceivedCnt
Any Property That Must Be Held0AnyPropertyThatMustBeHeldInd
Review Process Unusual NC GiftsYes (1)ReviewProcessUnusualNCGiftsInd
Third Parties Used0ThirdPartiesUsedInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, COLUMN (B):FormAndLineReferenceDesc
ExplanationNUMBER OF CONTRIBUTIONS IS EQUAL TO THE NUMBER OF UNIQUE DONORS.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (8 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART I, LINE 6:GLOBAL PARTNERSHIPS (GP) RELIED ON VOLUNTEER HOURS FROM 88 INDIVIDUALS IN FISCAL YEAR 2018. OUR MOST SIGNIFICANT VOLUNTEER SUPPORT CAME FROM OUR BOARD OF DIRECTORS AND ADVISORY COMMITTEE MEMBERS, WHO VOLUNTEERED THEIR LEADERSHIP EXPERTISE OVER THE COURSE OF THE YEAR. BEYOND THE LEADERSHIP OF THE ORGANIZATION, THERE WERE MANY VOLUNTEERS WHO ASSISTED US WITH THE PREPARATION FOR AND EXECUTION OF OUR ANNUAL OCTOBER LUNCHEON AS WELL AS OTHER FUNDRAISING AND INFORMATIONAL EVENTS. WE ALSO RECEIVED VOLUNTEER ASSISTANCE THROUGHOUT THE YEAR WITH GENERAL OFFICE SUPPORT AND SPECIAL RESEARCH PROJECTS. IN ADDITION TO THE VOLUNTEERS, GP RECEIVED SIGNIFICANT PRO BONO SUPPORT FROM SEVERAL LAW FIRMS TOTALING OVER 288 HOURS OF LEGAL SERVICES IN FISCAL YEAR 2018. THESE SERVICES ARE ESSENTIAL TO GP'S ABILITY TO EXECUTE ITS INTERNATIONAL PROGRAM WORK.
FORM 990, PART III, LINE 3GLOBAL PARTNERSHIPS CREATES AND MANAGES IMPACT-FIRST INVESTMENT FUNDS. WE USE CAPITAL FROM THESE FUNDS TO MAKE LOANS AND EARLY STAGE INVESTMENTS TO SOCIAL ENTERPRISES THAT SERVE PEOPLE LIVING IN POVERTY IN DEVELOPING COUNTRIES THROUGHOUT LATIN AMERICA, THE CARIBBEAN, AND SUB-SAHARAN AFRICA, AS WELL AS OTHER DEVELOPING COUNTRIES. GP INVESTS IN SOCIAL ENTERPRISES WITH SUSTAINABLE SOLUTIONS THAT HELP IMPOVERISHED PEOPLE INCREASE THEIR INCOMES AND IMPROVE THEIR LIVES, WITH INVESTMENTS IN SOCIAL ENTERPRISES IN THE FOLLOWING AREAS: MICROFINANCE, LIVELIHOODS, EDUCATION, HEALTH, AFFORDABLE SOLAR LIGHT, SANITATION, SMALLHOLDER FARMER MARKET ACCESS, HOME IMPROVEMENT, SMALLHOLDER FARMER INPUTS, ESSENTIAL MEDICINES, DIGITAL STUDY MATERIALS, COOKSTOVES, AND ARTISAN MARKET ACCESS. THE VAST MAJORITY (MORE THAN 80%) OF THE FUNDS INVESTED BY GLOBAL PARTNERSHIPS ARE INVESTED WITH MICRO-FINANCE INSTITUTIONS. IN CONSIDERING A POTENTIAL LOAN OR INVESTMENT IN A SOCIAL ENTERPRISE, GP CONFIRMS THAT THE ENTERPRISE PROVIDES PRODUCTS OR SERVICES TO PEOPLE LIVING IN POVERTY AND SERVES GP'S CHARITABLE MISSION OF EXPANDING OPPORTUNITY FOR PEOPLE LIVING IN POVERTY IN DEVELOPING COUNTRIES AROUND THE WORLD, THEREBY ASSISTING WITH THE RELIEF OF THE POOR AND DISTRESSED OR OF THE UNDERPRIVILEGED. THE DOCUMENTATION OF GP'S INVESTMENT TRANSACTION WITH A SOCIAL ENTERPRISE (WHETHER A LOAN OR EQUITY INVESTMENT) CONTAINS REQUIREMENTS AND REPRESENTATIONS BY THE SOCIAL ENTERPRISE WITH RESPECT TO ITS CONTINUED ACTIVITIES SERVING PEOPLE LIVING IN POVERTY. ADDITIONALLY, FOLLOWING AN INVESTMENT, GP CONTINUES TO MONITOR THE SOCIAL PERFORMANCE OF THE SOCIAL ENTERPRISES IN WHICH IT INVESTS, INCLUDING EVALUATING THE CONTINUED PROVISION OF PRODUCTS OR SERVICES TO PEOPLE LIVING IN POVERTY.
FORM 990, PART VI, SECTION A, LINE 1THE EXECUTIVE COMMITTEE IS EMPOWERED TO ACT ON BEHALF OF THE BOARD IN BETWEEN BOARD MEETINGS. ALL MEMBERS OF THIS SUB-COMMITTEE ARE BOARD MEMBERS.
FORM 990, PART VI, SECTION A, LINE 2DIRECTORS WILLIAM H. CLAPP AND PAULA CLAPP HAVE A FAMILY RELATIONSHIP.
FORM 990, PART VI, SECTION B, LINE 11BTHE PRESIDENT, THE VICE PRESIDENT OF FINANCE, THE GENERAL COUNSEL AND CHIEF OPERATING OFFICER REVIEW THE FORM 990, AS PREPARED BY THE EXTERNAL TAX ACCOUNTANTS, TO ENSURE ITS ACCURACY AND COMPLETENESS. THE FORM 990 IS THEN PRESENTED TO THE ENTERPRISE RISK AND AUDIT COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF DIRECTORS, FOR REVIEW AND APPROVAL. FINALLY, THE FORM 990 IS REVIEWED AND SIGNED BY THE TREASURER AND CIRCULATED TO THE FULL BOARD OF DIRECTORS PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CCONFLICT OF INTEREST QUESTIONNAIRES ARE COMPLETED BY ALL OFFICERS AND DIRECTORS. OTHER EMPLOYEES COMPLETE QUESTIONNAIRES AT DATE OF HIRE AND WHENEVER ADDITIONAL DISCLOSURE REQUIREMENTS ARISE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE CEO AND VICE PRESIDENT OF FINANCE. IF A CONFLICT OF INTEREST OCCURS, THE INDIVIDUAL IS NOT ALLOWED TO VOTE ON ANY ISSUES WHICH WOULD BE RELATED TO THE CONFLICT OF INTEREST DURING THE DURATION OF THE PERIOD THAT THE CONFLICT OF INTEREST EXISTS. ADDITIONALLY, THE CONFLICT OF INTEREST WOULD BE DISCLOSED TO THE ENTIRE BOARD.
FORM 990, PART VI, SECTION B, LINE 15EACH YEAR THE ANNUAL LABOR BUDGET IS APPROVED IN ADVANCE BY THE EXECUTIVE COMMITTEE, A SUBCOMMITTEE OF THE BOARD OF DIRECTORS. THIS EXECUTIVE COMMITTEE ALSO REVIEWED THE CEO'S AND THE PRESIDENT'S COMPENSATION USING MARKET COMPARABILITY DATA TO INFORM AND SET COMPENSATION. THE CEO REVIEWS AND SETS OTHER OFFICER COMPENSATION ANNUALLY. THE DATE OF THE LAST COMPENSATION REVIEW FOR THE CEO WAS DECEMBER 2018.
FORM 990, PART VI, SECTION C, LINE 19THE ANNUAL REPORT, AUDITED FINANCIALS AND THE FORM 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE. THE GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE AVAILABLE UPON REQUEST.

Schedule R IRS990ScheduleR

Id Disregarded Entities IdDisregardedEntitiesGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdTotal IncomeTotalIncomeAmtEnd Of Year AssetsEndOfYearAssetsAmtBusiness Name Line1DirectControllingEntityName/BusinessNameLine1Txt
GP FUND MANAGEMENT LLC
1932 FIRST AVENUE SUITE 400SEATTLEWA98101203550156FUND MANAGEMENTDE$1,825,163$1,598GLOBAL PARTNERSHIPS
GLOBAL PARTNERSHIPS SOCIAL INVESTMENT FUND 60 LLC
1932 FIRST AVENUE SUITE 400SEATTLEWA98101383978375FUND & MANAGE SOCIAL INVESTMENT LOANSDE$3,077,741$49,193,733GLOBAL PARTNERSHIPS
GLOBAL PARTNERSHIPS SOCIAL INVESTMENT FUND 50 LLC
1932 FIRST AVENUE SUITE 400SEATTLEWA98101383889550FUND & MANAGE SOCIAL INVESTMENT LOANSDE$3,716,667$50,850,270GLOBAL PARTNERSHIPS
GLOBAL PARTNERSHIPS ELEOS SOCIAL VENTURE FUND LLC
1932 FIRST AVENUE SUITE 400SEATTLEWA98101384002682FUND & MANAGE SOCIAL INVESTMENTS & EQUITY INVESTMENTSDE$2,458$2,391,970GLOBAL PARTNERSHIPS

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