2018-11-15T16:24:06-06:00 2017-12-31 371611326 ARONSON LLC 805 KING FARM BLVD 3RD FLOOR ROCKVILLE MD 20850 990 2017-01-01 810888072 BLUMONT INC BLUM 7032480161 ONE NORTH PINCKNEY STREET NO 50 MADISON WI 53703 ROGER M ERVIN PRESIDENT &CEO 7032480161 2018-11-15 1 GREGORY M PLOTTS CPA P01255941 3012316200 65.242.31.146 2018-11-15 14:52:43 ES P 4A2558486EEC6DB97E73B1E5FE2049900CCE7E47 4911FFCFD6849F9ACA55548C106AAB3A9C09FC8D 2017 2019-02-21 02:37:17Z X ROGER M ERVIN ONE NORTH PINCKNEY STREET NO 50 MADISON WI 53703 18058 0 X BLUMONT.ORG X 2015 WI DELIVER INNOVATIVE, LOCALLY DRIVEN SOLUTIONS TO ADVANCE ASPIRATIONS OF PEOPLE/COMMUNITIES/DONORS 8 7 94 0 0 0 0 0 0 0 0 18058 0 0 0 18058 0 0 0 0 0 13793229 0 0 0 0 -13368466 0 424763 0 -406705 0 9818037 0 7789838 0 2028199 WORKING WITH US-BASED CLIENTS IMPLEMENTING PROGRAMS RANGING FROM RELIEF AND EARLY RECOVERY TO DEVELOPMENT THAT ARE TAILORED TO OPERATIONAL CONTEXTS AND INFORMED BY LOCAL PERSPECTIVES. 0 0 1885394 BLUMONT IS A GLOBAL NOT-FOR-PROFIT ORGANIZATION THAT IMPLEMENTS PROGRAMS IN SOME OF THE MOST CHALLENGING ENVIRONMENTS IN THE WORLD. OUR WORK INCLUDES THE DELIVERY OF LIFE SAVING HUMANITARIAN ASSISTANCE TO DISPLACED COMMUNITIES, SUPPORT FOR COMMUNITIES THAT ARE SEEKING TO STABILIZE AND GROW AND HELPING TO DESIGN PROJECTS FOR COMMUNITIES THAT ARE BUILDING BASIC INFRASTRUCTURE FOR LONG-TERM RESILIENCY. WE ARE FUNDED PRIMARILY THROUGH AWARDS FROM USAID, THE US STATE DEPARTMENT, UNHCR, THE WORLD BANK, UKAID AND THE AUSTRALIAN DEPARTMENT OF FOREIGN AFFAIRS AND TRADE. BLUMONT, INC. IS A 501(C)(3) HOLDING COMPANY THAT PROVIDES GOVERNANCE AND OVERSIGHT RESPONSIBILITIES TO THREE SUBSIDIARIES: TWO NOT-FOR-PROFIT ORGANIZATIONS AND ONE FOR-PROFIT CORPORATION. 1885394 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 1 0 1 0 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 52 0 1 94 1 0 0 0 0 0 0 0 0 X 8 7 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 WI VA WV X BLUMONT INC 7032480161 ONE NORTH PINCKNEY STREET SUITE 50 MADISON WI 22209 JEFFREY OAK PHD CHAIRMAN 1.00 X X 0 0 0 ROGER M ERVIN PRESIDENT & CEO 38.58 X X 374455 0 48403 RICHARD D GEORGE DIRECTOR 1.00 X 0 0 0 MARY ANN HOPKINS DIRECTOR 1.00 X 0 0 0 E DAVID LOCKE DIRECTOR 1.00 X 0 0 0 HANK STEININGER DIRECTOR 1.00 X 0 0 0 ALISON TAUNTON-RIGBY PHD DIRECTOR 1.00 X 0 0 0 LARRY WARREN DIRECTOR 1.00 X 0 0 0 GWENDOLYN SHAFFREY VP, CFO 01/01 - 8/31 45.35 X 152944 0 30238 VLADAN ILIC VP, ACTING CFO 09/01-12/31 42.07 X 201908 0 45965 TAMARA JACK VP,GEN CONS/SECRE 01/01-11/03 44.14 X 247296 0 48206 LAUREN CAMILLI VP, ACT. GEN. COUNSEL 11/04-12/31 36.54 X 232228 0 30036 DANIEL DUPONT VP, COMMUNICATIONS 42.53 X 200403 0 36595 MONIQUE ENNEVOR VP, GLOBAL SUPPORT SERVICES 42.06 X 201633 0 34103 JAMES OAKES VP, GLOBAL TALENT MANAGEMENT 43.65 X 215020 0 43838 ROGER CARSTENS HUMANITARIAN ASSISTANCE DIRECTOR 50.39 X 241794 0 33025 AIDA TATIC DIRECTOR OF OPERATIONS 48.66 X 210303 0 26948 2277984 0 377357 34 0 1 0 ALAWNEH EXCHANGE 15 ABDUL HAMID SHOMAN ST 2ND FLR AMMAN JO TEMPORARY HELP 639851 FOLEY & LARDNER LLP 150 EAST GILMAN STREET STE 500 MADISON WI 53703 LEGAL SERVICES 633586 BDO USA 8405 GREENSBORO DR 700 MCLEAN VA 22102 AUDITING & OTHER PROFESSIONAL SERVICES 570522 DELOITTE & TOUCHE LLP 7900 TYSONS ONE PLACE MCLEAN VA 22102 AUDITING & TAX SERVICES 321792 INTL FCSTONE LTD 329 PARK AVENUE NORTH STE 350 WINTER PARK FL 32789 FINANCIAL BROKER 202329 5 18058 18058 18058 0 0 18058 1411679 1411679 8051246 2118153 5933093 309210 46357 262853 3438920 2790332 648588 582174 89680 492494 223119 223119 578821 578821 1078002 74813 1003189 874904 294587 580317 1147791 59086 1088705 2432337 608801 1823536 556032 190154 365878 21934 1449 20485 125133 125133 448425 170245 278180 ALL OTHER EXPENSES 2250729 322811 1927918 IMPAIRMENT LOSS 342590 342590 SECURITY & CONSTRUCTION 53513 53513 SUBCONTRACTS 9819 9819 -23511615 -5286996 -18224619 424763 1885394 -1460631 0 0 1159165 0 45411 0 617540 8226257 1832879 0 6393378 0 1602543 0 9818037 0 4983074 544231 0 2262533 0 7789838 X 2028199 0 2028199 0 9818037 X -406705 2434904 X 0 1 X 1 1 1 X X X 2 BLUMONT INTERNATIONAL INC 810903010 7 1 0 0 BLUMONT GLOBAL DEVELOPMENT INC 810925158 7 1 0 0 2 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 125133 0 0 0 299630 0 -424763 0 0 0 579583 0 0 0 579583 0 0 0 0 579583 0 8694 0 570889 0 19981 0 0 0 19981 0 0 0 0 0 0 424763 0 0 0 0 0 424763 424763 0 0.000000000000 0 0 0 0 0 0 0 0 0 0 424763 0 424763 0 0 424763 0 0 0 0 424763 1377182 28665 1348517 303809 201986 101823 6545266 1602228 4943038 6393378 DEPOSITS AND OTHER ASSETS 375116 DUE FROM AFFILIATES 1227427 1602543 DEFERRED RENT 2262533 2262533 X -324532 -342590 -342590 18058 0 18058 82173 0 82173 342590 342590 424763 PART X, LINE 2: THE ORGANIZATION EVALUATES UNCERTAINTY IN INCOME TAX POSITIONS BASED ON A MORE-LIKELY-THAN-NOT RECOGNITION STANDARD. IF THAT THRESHOLD IS MET, THE TAX POSITION IS THEN MEASURED AT THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED UPON ULTIMATE SETTLEMENT. AS OF DECEMBER 31, 2017, THERE ARE NO ACCRUALS FOR UNCERTAIN TAX POSITIONS. IF APPLICABLE, THE ORGANIZATION RECORDS INTEREST AND PENALTIES AS A COMPONENT OF INCOME TAX EXPENSE. TAX YEARS FROM 2014 THROUGH THE CURRENT YEAR REMAIN OPEN FOR EXAMINATION BY TAX AUTHORITIES. PART XI, LINE 2D - OTHER ADJUSTMENTS: IMPAIRMENT LOSS INCLUDED IN REVENUE $342,590 PART XII, LINE 4B - OTHER ADJUSTMENTS: IMPAIRMENT LOSS INCLUDED IN REVENUE $342,590 1 MIDDLE EAST AND NORTH AFRICA 9 97 PROGRAM SERVICES HUMANITARIAN ASSISTANCE, STABILIZATION AND RESILIENT PROGRAMS 9 97 0 0 9 97 0 0 0 0 0 0 0 0 1 PART I, LINE 2: BLUMONT HIRES AND RETAINS QUALIFIED LOCAL, THIRD COUNTRY NATIONAL AND EXPATRIATE STAFF AND CONSULTANTS TO IMPLEMENT ITS VARIOUS OVERSEAS PROGRAMS - BOTH PROGRAMMATICALLY AND FINANCIALLY. EACH BLUMONT FIELD OFFICE HAS DEDICATED FINANCE STAFF WHO VERIFY THAT EXPENSES INCURRED ARE REASONABLE, ALLOWABLE AND ALLOCABLE UNDER THE VARIOUS FUNDING MECHANISMS. ADDITIONAL MONTHLY REVIEW OF FINANCIAL TRANSACTIONS IS DONE AT HEADQUARTERS. X 1 1 X X X X X X 0 0 0 0 0 0 0 0 0 ROGER M ERVIN PRESIDENT & CEO 371258 0 0 0 3197 0 12688 0 35715 0 422858 0 0 0 GWENDOLYN SHAFFREY VP, CFO 01/01 - 8/31 150000 0 0 0 2944 0 7500 0 22738 0 183182 0 0 0 VLADAN ILIC VP, ACTING CFO 09/01-12/31 201525 0 0 0 383 0 10115 0 35850 0 247873 0 0 0 TAMARA JACK VP,GEN CONS/SECRE 01/01-11/03 230629 0 0 0 16667 0 11615 0 36591 0 295502 0 0 0 LAUREN CAMILLI VP, ACT. GEN. COUNSEL 11/04-12/31 231845 0 0 0 383 0 11638 0 18398 0 262264 0 0 0 DANIEL DUPONT VP, COMMUNICATIONS 198758 0 0 0 1645 0 10063 0 26532 0 236998 0 0 0 MONIQUE ENNEVOR VP, GLOBAL SUPPORT SERVICES 201250 0 0 0 383 0 10063 0 24040 0 235736 0 0 0 JAMES OAKES VP, GLOBAL TALENT MANAGEMENT 212292 0 0 0 2728 0 10615 0 33223 0 258858 0 0 0 ROGER CARSTENS HUMANITARIAN ASSISTANCE DIRECTOR 177825 0 0 0 63969 0 8969 0 24056 0 274819 0 0 0 AIDA TATIC DIRECTOR OF OPERATIONS 157825 0 0 0 52478 0 7947 0 19001 0 237251 0 0 0 PART I, LINE 1A HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE WAS PROVIDED TO ROGER CARSTENS FOR AN AMOUNT OF $20,697.14 HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE WAS PROVIDED TO AIDA TATIC FOR AN AMOUNT OF $23,147.02 FORM 990, PART VI, SECTION A, LINE 2 BUSINESS RELATIONSHIPS MANY OF THE BOARD MEMBERS AND OFFICERS HAVE A BUSINESS RELATIONSHIPS WITH EACH OTHER BY VIRTUE OF EMPLOYMENT BY RELATED ORGANIZATIONS. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS BLUMONT INC. HIRES A CPA FIRM TO PREPARE THE FEDERAL FORM 990. AFTER THE DRAFT 990 IS DELIVERED, THE CFO, PRESIDENT & CEO PERFORM THE FIRST LEVEL OF REVIEWS. NEXT, IT IS SENT TO THE FULL BOARD FOR THEIR REVIEW. ONCE REVIEWED, THE 990 IS SIGNED BY THE PRESIDENT & CEO AND ELECTRONICALLY FILED BY THE CPA FIRM ON BLUMONT INC.'S BEHALF. FORM 990, PART VI, SECTION B, LINE 12C CONFLICTS OF INTEREST POLICY AS SET FORTH IN THE ORGANIZATION'S "CODE OF BUSINESS ETHICS AND CONDUCT", THE BOAD OF DIRECTORS AND EMPLOYEES ARE REQUIRED TO CONFORM TO CERTAIN PROFESSIONAL AND ETHICAL STANDARDS. THE BOARD OF DIRECTORS AND EMPLOYEES ARE REQUIRED TO DISCLOSE PROFESSIONAL AFFILIATIONS AND PERSONAL RELATIONSHIPS WHICH MAY CONSTITUTE A CONFLICT OF INTEREST OR CREATE THE APPEARANCE OF A CONFLICT. THE ORGANIZATION'S EMPLOYEES MUST COMPLY WITH ANNUAL REQUESTS TO COMPLETE FORM A, "CONFLICT OF INTEREST", WHERE EMPLOYEES MUST IDENTIFY CONFLICTS AND DISCLOSE THEM PROPERLY TO ORGANIZATION COMPLIANCE STAFF WHO TAKE APPROPRIATE MEASURES IF NECESSARY. IN ADDITION, THE ORGANIZATION MAINTAINS A CORPORATE HOTLINE WITH ANONYMOUS REPORTING CAPABILITIES FOR EMPLOYEES TO REPORT ALL SUSPECTED VIOLATIONS OF THE ORGANIZATION'S CODE OF BUSINESS ETHICS AND CONDUCT, ORGANIZATION'S POLICIES AND GOVERNMENT REGULATIONS. FORM 990, PART VI, SECTION B, LINE 15 PROCESS OF DETERMINING OFFICER'S COMPENSATION THE ORGANIZATION'S HR & COMPENSATION COMMITTEE IS MADE UP OF BOARD MEMBERS WHO ARE INDEPENDENT WITH REGARDS TO EXECUTIVE COMPENSATION, ARE NOT EMPLOYEES OF THE ORGANIZATION, AND RECEIVE NO COMPENSATION FROM THE ORGANIZATION. HR & COMPENSATION COMMITTEE RELIES ON INDUSTRY SALARY SURVEYS, EXECUTIVE COMPENSATION REVIEW BY PROFESSIONAL MANAGEMENT FIRM, AND OTHER COMPARABLE INFORMATION TO REVIEW THE COMPENSATION OF PRESIDENT AND CEO. THE EXECUTIVE TEAM IN CONSULTATION WITH THE DEPARTMENT DETERMINES COMPENSATION OF OTHER KEY PERSONNEL. FORM 990, PART VI, SECTION C, LINE 19 AVAILABILITY OF DOCUMENTS THE ORGANIZATION'S FINANCIAL STATEMENTS, GOVERNING DOCUMENTS, AND CONFLICT OF INTEREST POLICY ARE AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: TRANSFERS BETWEEN ENTITIES UNDER COMMON CONTROL 2,434,904. BLUMONT INTERNATIONAL INC ONE NORTH PINCKNEY STREET SUITE 50 MADISON WI 53703 810903010 PROVIDE RELIEF & HUMANITARIAN ASSISTANCE AS WELL AS TRANSITIONAL SVCS. WI 501(C)(3) 7 BLUMONT INC 1 BLUMONT GLOBAL DEVELOPMENT INC ONE NORTH PINCKNEY STREET SUITE 50 MADISON WI 53703 810925158 PROVIDE RELIEF & HUMANITARIAN ASSISTANCE AS WELL AS TRANSITIONAL SVCS. WI 501(C)(3) LINE 7 BLUMONT INC 1 INTERNATIONAL RELIEF AND DEVELOPMENT INC 1777 NORTH KENT STREET SUITE 300 ARLINGTON VA 22209 541889077 PROVIDE RELIEF & HUMANITARIAN ASSISTANCE AS WELL AS TRANSITIONAL SVCS. VA 501(C)(3) LINE 7 N/A 0 INTERNATIONAL RELIEF AND DEVELOPMENT US INC 1777 NORTH KENT STREET SUITE 300 ARLINGTON VA 22209 205183267 DELIVER INNOVATIVE EVIDENCE-BASED LOCALLY DRIVEN SOLUTIONS. VA 501(C)(3) LINE 7 N/A 0 INTERNATIONAL RELIEF AND DEVELOPMENT HOLDINGS INC 1777 NORTH KENT STREET SUITE 300 ARLINGTON VA 22209 800148653 TO FORM, ACQUIRE, MANAGE AND/OR HOLD SUBSIDIARIES IN THE US. VA 501(C)(3) LINE 12B, II IRD HOLDINGS INC 0 INTERNATIONAL RELIEF AND DEVELOPMENT GLOBAL INSTITUTE POVSETOVA ULICA 37 LJUBLJANA 1000 SI TO REDUCE SUFFERING AND PROVIDE RESOURCES SI N/A N/A IRD HOLDINGS INC 0 BLUMONT ENGINEERING SOLUTIONS INC ONE NORTH PINCKNEY SUITE 50 MADISON WI 53703 810881760 CIVIL ENGINEERING WI BLUMONT INC C 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 1 1 1 INTERNATIONAL RELIEF AND DEVELOPMENT INC S 2434904 ACTUAL AMOUNT TRANSFERRED