2018-08-03T11:54:26-05:00 2018-03-31 560574444 CHERRY BEKAERT LLP 1075 PEACHTREE STREET NE SUITE 2200 ATLANTA GA 30309 990 2017-04-01 580898309 HAGGAI INTERNATIONAL INSTITUTE FOR ADVANCED LEADERSHIP TRAINING INC HAGG 7704498869 PO BOX 13 ATLANTA GA 30370 MAYMADOM GEORGE ZACHARIAH CFO 7704498869 2018-08-02 1 AMANDA ADAMS P00748038 4042090954 2017 2022-09-23 18:48:47Z HAGGAI INTERNATIONAL DR BEVERLY UPTON 4725 PEACHTREE CRNRS CIR 200 PEACHTREE CORNERS GA 30092 13194084 0 X WWW.HAGGAI-INTERNATIONAL.ORG X 1962 GA THE ORGANIZATION'S MISSION IS TO TRAIN CHRISTIAN LEADERS FOR EVANGELISM. 24 23 50 204 0 0 13041222 9914007 386128 389124 783525 1406573 20277 21533 14231152 11731237 239995 265392 0 0 4702135 4993982 0 0 2183338 6733656 7128527 11675786 12387901 2555366 -656664 42421848 41789770 3416362 3405866 39005486 38383904 TO ADVANCE THE SKILLS OF QUALIFIED CHRISTIAN LEADERS TO MORE EFFECTIVELY EVANGELIZE THEIR OWN PEOPLE AND TRAIN OTHERS TO DO THE SAME. 0 0 7983647 265392 395397 HAGGAI INTERNATIONAL PROVIDED A LIFE-CHANGING EXPERIENCE THAT PROMOTED EVANGELISM AND PROVIDED LEADERSHIP TRAINING TO 660 INTERNATIONAL LEADERS (BOTH MEN AND WOMEN) FROM 77 COUNTRIES LAST YEAR. PARTICIPANTS WERE CHRISTIAN LEADERS FROM ASIA, AFRICA, LATIN AMERICA, THE MIDDLE EAST, AND THE PACIFIC. BY PROVIDING THIS EXPERIENCE AND TRAINING, THE LEADERS ARE PREPARED TO GO BACK TO THEIR HOME COUNTRIES AND PROVIDE TRAINING TO OTHER LEADERS IN THEIR LOCAL LANGUAGES. IN THE LAST YEAR, AN ADDITIONAL 3,833 LEADERS WERE TRAINED IN NATIONAL AND REGIONAL SEMINARS COORDINATED BY OUR INTERNATIONAL MINISTRY DEVELOPMENT REPS IN 33 COUNTRIES. MANY OF THOSE TRAINED ARE FROM AREAS OF THE WORLD THAT ARE STARVING FOR THE GOSPEL AND MOST ARE TAKING THE GOOD NEWS TO AREAS THAT CANNOT BE REACHED BY TRADITIONAL MISSIONARY EFFORTS. 872428 HAGGAI INTERNATIONAL SEEKS TO PROMOTE UNDERSTANDING AMONG CHRISTIANS OF DIFFERENT CULTURES IN ORDER TO HELP UNIFY AND STRENGTHEN THE CHURCH WORLDWIDE. HAGGAI INTERNATIONAL BELIEVES THAT A UNIFIED CHURCH WILL ENSURE THAT THE GOSPEL IS PRESENTED IN THE POWER OF THE HOLY SPIRIT WITH CULTURAL RELEVANCE AND SENSITIVITY TO ALL PEOPLES. HAGGAI LEADERS NOW WORK IN 188 COUNTRIES AND TERRITORIES AROUND THE WORLD. THROUGH THE END OF FISCAL 2018, HAGGAI INTERNATIONAL HAS TRAINED A TOTAL OF 108,710 LEADERS AROUND THE WORLD SINCE 1969 (29,362 AT INTERNATIONAL SESSIONS AND 79,348 AT NATIONAL AND REGIONAL SEMINARS). 8856075 1 1 0 0 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 1 0 0 1 60 0 1 50 1 0 0 0 0 0 0 0 0 0 0 X 24 23 1 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AK CA CO FL GA HI MN MS NH PA RI TN UT VA WA WI WV X M G ZACHARIAH 7708101408 4725 PEACHTREE CORNERS CIRCLE SUITE PEACHTREE CORNERS GA 30092 MR CLINTON DAY CHAIRMAN OF THE BOARD 2.00 X X 0 0 0 MR ALAN DELK VICE CHAIR 2.00 X X 0 0 0 MRS LAURA ABERNATHY DIRECTOR 2.00 X 0 0 0 MR ARMANDO ALEJANDRO BARRON DIRECTOR 2.00 X 0 0 0 MR MARSHALL BUTLER DIRECTOR 2.00 X 0 0 0 MR AUSTIN DAY DIRECTOR 2.00 X 0 0 0 MR WILLIAM DEMARTINO DIRECTOR 2.00 X 0 0 0 MR THOMAS TOM FERGUSON DIRECTOR 3.00 X 0 0 0 DR BRYAN GRISSET III DIRECTOR 2.00 X 0 0 0 MR HUNTER HALL DIRECTOR 2.00 X 0 0 0 MR WILLIAM BILL HALL DIRECTOR 2.00 X 0 0 0 MR RAY HENDLEY DIRECTOR 2.00 X 0 0 0 MRS LISA HENDRICKSON DIRECTOR 2.00 X 0 0 0 MR TERRY JOHNSON DIRECTOR 2.00 X 0 0 0 MR KEVIN KING DIRECTOR 2.00 X 0 0 0 MR JAMES MCCORMICK III DIRECTOR 2.00 X 0 0 0 DR JOSEPH MODEROW DIRECTOR 2.00 X 0 0 0 MR DAN MOSS DIRECTOR 2.00 X 0 0 0 MR SAM NAFF DIRECTOR 2.00 X 0 0 0 DR QUENTIN PIRKLE DIRECTOR 2.00 X 0 0 0 MS AMORY SCOTT DIRECTOR 2.00 X 0 0 0 MRS GRACE MARIE SMALL DIRECTOR 2.00 X 0 0 0 MRS JEANNE ALLEN STROETZ DIRECTOR 2.00 X 0 0 0 MR JP JODY STUBBS DIRECTOR 2.00 X 0 0 0 MS LYNNE TAHMISIAN DIRECTOR 2.00 X 0 0 0 MR FRED TAYLOR DIRECTOR 2.00 X 0 0 0 MR WHITNEY J RUSTY WOOD DIRECTOR 2.00 X 0 0 0 DR JOHN EDMUND HAGGAI FOUNDER 40.00 X 229442 0 61943 DR BEVERLY UPTON CEO 40.00 X 218603 0 23340 DR BRYCE NORTON COO 40.00 X 32854 0 47172 MR MAYMADOM G ZACHARIAH CFO 40.00 X 161752 0 20534 MR JOHN BACHMAN CGIO 40.00 X 116163 0 30513 MR MARK EVANS ASSISTANT TREASURER/CONTRO 40.00 X 103595 0 29918 MS BEVERLY KAY SEIDEL ASSISTANT SECRETARY 40.00 X 61302 0 11851 MR SCOTT RAWLES CDO 40.00 X 150032 0 31660 MR DAVID LEE ADVANCEMENT DIRECTOR 40.00 X 112785 0 0 MR DONALD MACKENZIE ADVANCEMENT DIRECTOR 40.00 X 145012 0 8902 MR TIMOTHY PROBASCO ADVANCEMENT DIRECTOR 40.00 X 161973 0 9650 MR ALBERT SAMS ADVANCEMENT DIRECTOR 40.00 X 106079 0 4835 MR JASPER WYMAN ADVANCEMENT DIRECTOR 40.00 X 122755 0 6436 1722347 0 286754 11 0 1 0 COLD LLC 2439 KIHEI RD STE 201A KIHEI HI 96753 CATERING 530826 ZOE BUILDERS INC 781 KOLU STREET A1 WAILUKU HI 96793 CONSTRUCTION/RENOVATION 437684 CECIL B DAY INVESTMENT COMPANY 1725 PEACHTREE CORNERS CIRCLE PEACHTREE CORNERS GA 30092 PROPERTY MANAGER 269899 UNITED TECHNOLOGY GROUP LLC 090 PREMIERE PARKWAY STE 300 DULUTH GA 30097 IT SUPPORT 116062 GENERIS PARTNERS LLC 6455 E JOHNS CROSSING STE 275 JOHNS CREEK GA 30097 CONSULTING 113869 5 241544 9672463 1802180 9914007 PARTICIPANT TRAINING FEES 611600 389124 389124 389124 851292 851292 73629 59029 14600 14600 14600 1803241 155858 1290818 113000 512423 42858 555281 555281 6273 0 6273 6273 660 660 660 11731237 395397 0 1421833 265392 265392 1237619 897518 294066 46035 2984570 1772285 164346 1047939 130917 48751 49592 32574 425193 221932 96040 107221 215683 115462 28134 72087 106162 24417 81745 41700 8340 33360 457434 136988 199457 120989 280896 117688 2869 160339 296479 121925 56168 118386 144199 108741 10433 25025 1109818 874856 229690 5272 2769461 2402607 8605 358249 14155 3255 10900 95986 28795 67191 1472826 1427113 45713 148147 114513 33634 HONORARIA 148069 141594 6475 43195 23903 3736 15556 12387901 8856075 1348488 2183338 3787774 4147173 2257690 1921365 26476188 13923712 13232590 12552476 22546254 22647016 597540 521740 42421848 41789770 575465 777835 505980 546127 372905 333878 1962012 1748026 3416362 3405866 X 36077489 36529853 2603885 1529939 324112 324112 39005486 38383904 42421848 41789770 X -656664 242965 -207883 X 0 1 X 1 0 X 12694203 11542262 13848268 13041222 9914007 61039962 12694203 11542262 13848268 13041222 9914007 61039962 11944958 49095004 2050422 1042959 847396 783556 911281 5635614 3565 13490 304 543 660 18562 66694138 1818274 0.73610 0.73410 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 7756755 5546998 612059 73316 13842496 6326911 750000 725690 45846 7756755 6152839 343421 -129113 40236 6326911 6136361 302696 219674 490000 15892 6152839 5694172 365252 -85349 8412 6136361 0.96510 0.02340 0.01150 0 0 167000 3276768 3443768 16807122 11234598 5572524 48805 7440 41365 5935080 2450466 3484614 241413 231208 10205 12552476 ANNUITIES PAYABLE 1748026 1748026 X PART V, LINE 4: ENDOWMENT FUNDS ARE HELD FOR EVENTUAL USE IN TRAINING THIRD WORLD CHRISTIAN LEADERS. PART X, LINE 2: THE INSTITUTE IS EXEMPT FROM INCOME TAXATION UNDER SECTION 501(A) AS ENTITIES DESCRIBED IN SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986, AS AMENDED, AND THEREFORE NO PROVISION FOR INCOME TAXES HAS BEEN MADE IN THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE INSTITUTE HAS EVALUATED THE EFFECT OF THE GUIDANCE PROVIDED BY ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA (GAAP) AND BELIEVES IT CONTINUES TO SATISFY THE REQUIREMENTS OF TAX-EXEMPT ORGANIZATIONS AND THEREFORE, HAD NO UNCERTAIN INCOME TAX POSITIONS AT MARCH 31, 2018. 1 MIDDLE EAST AND NORTH AFRICA 3 3 PROGRAM SERVICES SELECTION OF INTL PARTICIPANTS, FACULTY, COORDINATORS AND CONDUCT TRAINING 248267 NORTH AMERICA 1 1 PROGRAM SERVICES SELECTION OF INTL PARTICIPANTS, FACULTY, COORDINATORS AND CONDUCT TRAINING 38893 RUSSIA & NEIGHBORING STATES 1 1 PROGRAM SERVICES SELECTION OF INTL PARTICIPANTS, FACULTY, COORDINATORS AND CONDUCT TRAINING 29924 SOUTH AMERICA 2 2 PROGRAM SERVICES SELECTION OF INTL PARTICIPANTS, FACULTY, COORDINATORS AND CONDUCT TRAINING 54577 SOUTH ASIA 4 4 PROGRAM SERVICES SELECTION OF INTL PARTICIPANTS, FACULTY, COORDINATORS AND CONDUCT TRAINING 228948 SUB-SAHARAN AFRICA 4 4 PROGRAM SERVICES SELECTION OF INTL PARTICIPANTS, FACULTY, COORDINATORS AND CONDUCT TRAINING 85638 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 FUNDRAISING 48974 EUROPE (INCLUDING ICELAND & GREENLAND) 1 1 PROGRAM SERVICES PROMOTE UNDERSTANDING AMONG CHRISTIANS/BUILD RELATIONSHIPS BETWEEN CHURCHES 5441 EAST ASIA AND THE PACIFIC 0 0 GRANTS 265392 EAST ASIA AND THE PACIFIC 6 6 PROGRAM SERVICES SELECTION OF INTL PARTICIPANTS, FACULTY, COORDINATORS AND CONDUCT TRAINING 566839 EAST ASIA AND THE PACIFIC 0 0 FUNDRAISING 37415 EAST ASIA AND THE PACIFIC 1 0 PROGRAM SERVICES PROMOTE UNDERSTANDING AMONG CHRISTIANS/BUILD RELATIONSHIPS BETWEEN CHURCHES 4157 CENTRAL AMERICA AND THE CARIBBEAN 1 1 PROGRAM SERVICES PROMOTE UNDERSTANDING AMONG CHRISTIANS/BUILD RELATIONSHIPS BETWEEN CHURCHES 3092 16 16 8 7 24 23 740662 876895 1617557 EAST ASIA AND THE PACIFIC TRAIN LEADERS AND PROMOTE UNDERSTANDING 265392 WIRE TRANSFER 1 0 1 0 0 0 0 0 PART I, LINE 2: HAGGAI RECEIVED MONTHLY FINANCIAL STATEMENTS AND INFORMATION ON ACTIVITY FOR REVIEW. ACTIVITY INCLUDES LISTS OF LEADERS TRAINED, COMPLETE WITH BIOGRAPHIES. LEADERSHIP OF HAGGAI HAS VISITED THIS MINISTRY IN PERSON PERIODICALLY. PART I, LINE 3: AMOUNTS REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. SCHEDULE F, PART I, LINE 3, COLUMN E HAGGAI HAS A REPRESENTATIVE ON THE BOARD OF AFFILIATED NON PROFIT CORPORATIONS IN THE UNITED KINGDOM AND AUSTRALIA. EACH OF THESE SEPARATELY INCORPORATED NON-PROFIT CORPORATIONS CONDUCTS FUNDRAISING ACTIVITIES IN THE RESPECTIVE COUNTRIES TO FUND HAGGAI'S RELIGIOUS TRAINING OPERATIONS IN ADDITION TO SUPPORT IN ITS PROGRAM SERVICES. ALTHOUGH HAGGAI DOES NOT CONTROL THESE CORPORATIONS, THE ACTIVITIES ARE BEING CONDUCTED ON BEHALF OF HAGGAI AND ARE BEING REPORTED ON SCHEDULE F AS ACTIVITES OF HAGGAI. HAGGAI REIMBURSES THE EXPENSES OF THESE ORGANIZATIONS AND REPORTS SUCH EXPENSES ON FORM 990, PART IX. THESE ENTITIES ARE NOT "RELATED" FOR PURPOSES OF SCHEDULE R REPORTING. AS SUCH, THEY ARE NOT SEPERATELY REPORTED ON SCHEDULE R. ACCOUNTING METHOD SCHEDULE F, PART II, LINE 1 AMOUNTS REPORTED USING THE ACCRUAL METHOD OF ACCOUNTING. X X 1 1 X X X X 0 0 0 0 0 0 0 0 0 DR JOHN EDMUND HAGGAI FOUNDER 219879 0 0 0 9563 0 9688 0 52255 0 291385 0 0 0 DR BEVERLY UPTON CEO 218603 0 0 0 0 0 8831 0 14509 0 241943 0 0 0 MR MAYMADOM G ZACHARIAH CFO 161752 0 0 0 0 0 6544 0 13990 0 182286 0 0 0 MR SCOTT RAWLES CDO 150032 0 0 0 0 0 6304 0 25356 0 181692 0 0 0 MR DONALD MACKENZIE ADVANCEMENT DIRECTOR 145012 0 0 0 0 0 5831 0 3071 0 153914 0 0 0 MR TIMOTHY PROBASCO ADVANCEMENT DIRECTOR 161973 0 0 0 0 0 6509 0 3141 0 171623 0 0 0 PART I, LINE 1A ANY FIRST-CLASS TRAVEL EXPENSES INCURRED BY DR. JOHN EDMUND HAGGAI SERVE A BUSINESS PURPOSE AND ARE TREATED AS A NONTAXABLE BENEFIT TO HIM. BOTH DR. BRYCE NORTON AND DR. JOHN EDMUND HAGGAI RECEIVE HOUSING ALLOWANCES, WHICH ARE TREATED AS NONTAXABLE BENEFITS TO THEM. X 58 1802180 FMV 0 1 0 FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE CONSISTS OF AT LEAST SEVEN MEMBERS WHICH SHALL INCLUDE, AS VOTING MEMBERS, THE BOARD CHAIR, BOARD VICE CHAIR, CHIEF EXECUTIVE OFFICER (IF A MEMBER OF THE BOARD OF TRUSTEES), SECRETARY (IF A MEMBER OF THE BOARD OF TRUSTEES), TREASURER (IF A MEMBER OF THE BOARD OF TRUSTEES), THE VISION COUNCIL CHAIR, AND DR. JOHN EDMUND HAGGAI. DURING THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF TRUSTEES, THE EXECUTIVE COMMITTEE, MADE UP OF AT LEAST SEVEN MEMBERS ELECTED BY THE TRUSTEES, POSSESSES AND MAY EXERCISE ALL THE POWERS AND FUNCTIONS OF THE BOARD OF TRUSTEES IN THE MANAGEMENT AND DIRECTION OF THE AFFAIRS OF THE CORPORATION IN ALL CASES IN WHICH SPECIFIC DIRECTION HAS NOT BEEN GIVEN BY THE BOARD OF TRUSTEES. THE PROCEEDINGS OF THE EXECUTIVE COMMITTEE AND THE MINUTES OF ITS MEETINGS SHALL BE REVIEWED BY THE BOARD AT THEIR NEXT FOLLOWING MEETING. THE TRUSTEES SHALL HAVE THE RIGHT TO RESOLVE THAT ANY ACTION OF THE EXECUTIVE COMMITTEE MAY BE REVISED, ALTERED, OR OVERRIDDEN EXCEPT TO THE EXTENT THAT ANY ACTION TAKEN BY THE EXECUTIVE COMMITTEE HAS ALREADY BECOME BINDING UPON THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 2 CLINTON DAY, CHAIRMAN, AND AUSTIN DAY, TRUSTEE, HAVE A FAMILY RELATIONSHIP FORM 990, PART VI, SECTION B, LINE 11B THE 990 REVIEW IS GOVERNED BY THE "FORM 990 REVIEW POLICY" APPROVED BY THE BOARD OF TRUSTEES. AS PER THIS POLICY, A COPY OF THE FINAL FORM 990 IS SENT TO EVERY TRUSTEE ON THE BOARD TWO WEEKS IN ADVANCE OF A "REVIEW OF THE FORM 990" BY THE AUDIT COMMITTEE OF THE ORGANIZATION. ALL TRUSTEES ARE ENCOURAGED TO RESPOND TO THE AUDIT COMMITTEE BEFORE THEIR REVIEW MEETING WITH ANY QUESTIONS, CONCERNS OR QUERIES. THE AUDIT COMMITTEE WILL REVIEW THE RESPONSES RECEIVED FROM THE TRUSTEES DURING THEIR "REVIEW OF THE FORM 990" DURING ITS REVIEW MEETING. THE FORM 990 WILL BE SIGNED AND SUBMITTED TO THE IRS ONLY AFTER THE REVIEW PROCESS IS COMPLETED AND THE AUDIT COMMITTEE APPROVES THE FORM 990 SUBMISSION. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND SENIOR OFFICE EMPLOYEES ARE REQUIRED TO ANNUALLY SIGN THE CONFLICT OF INTEREST STATEMENT, WHICH IS KEPT ON FILE. CONFLICT OF INTEREST STATEMENTS ARE ADMINISTERED BY THE CHIEF EXECUTIVE OFFICER. ALL CERTIFICATIONS SHALL BE REVIEWED BY THE BOARD AS APPROPRIATE. SPECIFICALLY FOR BOARD MEMBERS WHEN A CONFLICT OF INTEREST IS RELEVANT TO A MATTER THAT COMES UNDER CONSIDERATION OR REQUIRES ACTION BY THE BOARD, OR A BOARD COMMITTEE, THE INTERESTED PERSON SHALL NOT BE PRESENT DURING BOARD OR COMMITTEE DISCUSSION OR DECISION ON THE MATTER OR VOTE ON THE MATTER. THE MINUTES OF THE MEETING OF THE BOARD OR ITS COMMITTEE SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED, THAT THE INTERESTED PERSON WAS NOT PRESENT DURING DISCUSSION ON THE MATTER, AND DID NOT VOTE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION HAS A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT DIRECTORS. THE COMMITTEE REVIEWS AND APPROVES COMPENSATION OF ALL EMPLOYEES INCLUDING OFFICERS OF THE CORPORATION, KEY EMPLOYEES AND HIGHLY COMPENSATED EMPLOYEES. IT ALSO COMPARES THE COMPENSATION PACKAGE TO OTHER NONPROFIT ORGANIZATION COMPENSATION PACKAGES. THE LAST MEETING OF THE COMPENSATION COMMITTEE WAS HELD ON FEBRUARY 22, 2018. FORM 990, PART VI, SECTION C, LINE 19 GOVERNANCE DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE GENERAL PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT-INTEREST AGREEMENTS -207,883. ARIZONA FRIENDS OF THE HAGGAI INSTITUTE 5333 N 7TH STREET C-222 PHOENIX AZ 85014 201663290 SUPPORT HAGGAI AZ 501(C)3 12A HAGGAI 1 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 ARIZONA FRIENDS OF THE HAGGAI INSTITUTE C 241544 CASH