2018-05-14T17:30:28-05:00 2017-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1400 BELLEVUE WA 98004 990 2016-07-01 820574491 GLOBAL PARTNERSHIPS GLOB 2066528773 1932 FIRST AVENUE NO 400 SEATTLE WA 98101 MIKE GALGON TREASURER 2066528773 2018-05-14 1 JANE M SEARING P00000565 4254544919 2018-05-14 2016 2022-09-23 18:48:47Z RICK BECKETT 1932 FIRST AVENUE NO 400 SEATTLE WA 98101 7512716 0 X WWW.GLOBALPARTNERSHIPS.ORG X EXEMPT ORGANIZATION 2002 WA GLOBAL PARTNERSHIPS' MISSION IS TO EXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY. 18 11 21 55 0 0 7849208 1526651 5172897 5849442 23022 110444 -71221 -59870 12973906 7426667 23838 40262 0 0 3362386 3388420 0 0 864326 3971768 5011622 7357992 8440304 5615914 -1013637 90477613 100048914 74608038 85416666 15869575 14632248 GP IS AN IMPACT-LED INVESTOR, INVESTING IN SUSTAINABLE SOCIAL ENTERPRISES WHO DELIVER HIGH-IMPACT PRODUCTS AND SERVICES FOR PEOPLE LIVING IN POVERTY. 0 0 7318528 40262 5849442 AS OF JUNE 30, 2017, GLOBAL PARTNERSHIPS (GP) HAD MORE THAN $81 MILLION INVESTED IN 63 MICROFINANCE INSTITUTIONS, SOCIAL BUSINESSES AND COOPERATIVES IN 17 COUNTRIES IN LATIN AMERICA, THE CARIBBEAN AND EAST AFRICA. WITH THESE MISSION-ALIGNED PARTNERS, GP SUPPORTS PROGRAMS THAT DELIVER HIGH SOCIAL IMPACT IN THE AREAS OF ECONOMIC RESILIENCE, HEALTH SERVICES, AND CLEAN ENERGY. 7318528 1 1 0 1 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 1 1 1 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 97 0 1 21 1 0 1 NU KE 0 0 0 1 1 0 0 0 0 X 18 11 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WA X X X MEGAN MUIR 2066528773 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 MAGGIE WALKER CHAIR & BOARD PRESIDENT 1.00 X X 0 0 0 MIKE GALGON TREASURER 1.00 X X 0 0 0 GREGG JOHNSON SECRETARY 1.00 X X 0 0 0 WILLIAM H CLAPP BOARD DIRECTOR 1.00 X 0 0 0 PAULA CLAPP BOARD DIRECTOR 1.00 X 0 0 0 DEAN C ALLEN BOARD DIRECTOR 1.00 X 0 0 0 STEVE DAVIS BOARD DIRECTOR 1.00 X 0 0 0 KURT DELBENE BOARD DIRECTOR 1.00 X 0 0 0 WALTER EUYANG BOARD DIRECTOR 1.00 X 0 0 0 CURTIS FRASIER BOARD DIRECTOR 1.00 X 0 0 0 BERT GREEN MD BOARD DIRECTOR 1.00 X 0 0 0 ENRIQUE GODREAU III BOARD DIRECTOR 1.00 X 0 0 0 TESSA KEATING BOARD DIRECTOR 1.00 X 0 0 0 CARLA LEWIS BOARD DIRECTOR 1.00 X 0 0 0 MATTHEW MCBRADY BOARD DIRECTOR 1.00 X 0 0 0 H STEWART PARKER BOARD DIRECTOR 1.00 X 0 0 0 ROSARIO PEREZ BOARD DIRECTOR 1.00 X 0 0 0 BILL RICHTER BOARD DIRECTOR 1.00 X 0 0 0 JANE STONECIPHER BOARD DIRECTOR 1.00 X 0 0 0 ROBERT B VAN CLEVE BOARD DIRECTOR 1.00 X 0 0 0 RICK BECKETT CEO & PRESIDENT 40.00 X 299206 0 81780 MARK COFFEY CHIEF INVESTMENT & OPERATING OFFICER 40.00 X 197477 0 44797 MARGARET PHILIP VP FINANCE & ADMINISTRATION 40.00 X 116326 0 15482 GAIL DEGUILIO CHIEF CAPITAL RESOURCE OFFICER 40.00 X 152340 0 17507 PETER BLADIN CHIEF IMPACT & RESEARCH OFFICER 40.00 X 144977 0 24612 KUSI HORNBERGER VP INVESTMENT RESEARCH 40.00 X 114156 0 19900 JASON HENNING VP INVESTOR & DONOR RELATIONS 40.00 X 105718 0 20631 1130200 0 224709 7 0 1 0 0 131394 577584 817673 49110 1526651 SOCIAL INV LOANS INT 523999 5514811 5514811 LOAN COMMITMENT FEES 523999 235924 235924 PROGRAM EXP REIMB 900099 98707 98707 5849442 110444 110444 26179 577584 86049 -59870 -59870 7426667 5849442 0 50574 40262 40262 718336 505710 100834 111792 2068665 1577194 51983 439488 83469 59375 905 23189 335488 267246 6817 61425 182462 141976 6440 34046 126989 126961 28 57917 32409 25508 460211 399508 22974 37729 38525 5962 32563 126984 92863 1523 32598 197366 154799 6318 36249 222728 201743 6397 14588 2333522 2333522 20849 15653 771 4425 40363 22996 17367 SOCIAL INV LOSS ALLOW 1197749 1197749 LOAN FEES 85001 85001 BANK CHARGES 28124 13511 8372 6241 75294 44088 1213 29993 8440304 7318528 257450 864326 93973 94405 14458486 14224693 1895550 925310 48138 24425 286551 238788 48130 47763 70146017 82106389 3787319 2625929 90477613 100048914 1059878 1236543 1100000 1425000 72366000 82505000 82160 250123 74608038 85416666 X 13763702 13498516 2105873 1133732 15869575 14632248 90477613 100048914 -1013637 -223690 0 X 0 1 X 1 0 X 1920197 1806866 2993922 7849208 1526651 16096844 1920197 1806866 2993922 7849208 1526651 16096844 6991537 9105307 7260 2670 4735 24292 110444 149401 16246245 24142893 0.56050 0.59030 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 8526353 8526353 576318 144080 0 0 454923 401464 468648 576318 1901353 2852030 113731 100366 117162 144080 475339 713009 31313 21325 9988 142925 107697 35228 112313 109766 2547 47763 PRI HONDURAS, LOAN INVESTMENT 1816125 F PRI GUATEMALA, LOAN INVESTMENT 7699927 F PRI EL SALVADOR, LOAN INVESTMENT 4931250 F PRI NICARAGUA, LOAN INVESTMENT 9483714 F PRI PERU, LOAN INVESTMENT 7099457 F PRI BOLIVIA, LOAN INVESTMENT 14649773 F PRI ECUADOR, LOAN INVESTMENT 10390396 F PRI MEXICO, LOAN INVESTMENT 7880657 F PRI COLOMBIA, LOAN INVESTMENT 820239 F PRI HAITI, LOAN INVESTMENT 368438 F MFX SOLUTIONS, EQUITY INVESTMENT 512836 C PRI PARAGUAY, LOAN INVESTMENT 777328 F PRI LATIN AMERICA COUNTRIES, LOAN INVESTMENT 2660000 F PRI KENYA, LOAN INVESTMENT 2562823 F SOCIAL INVESTMENTS IN EQUITY SECURITIES 1375666 F PRI PANAMA, LOAN INVESTMENT 491250 F PRI TANZANIA, LOAN INVESTMENT 3198034 F PRI UGANDA, LOAN INVESTMENT 1881530 F ECLOF 967049 F CALVERT SOCIAL INVESTMENT NOTES 503764 F CALVERT SOCIAL INVESTMENT NOTES 2036133 F 82106389 DERIVATIVE INSTRUMENTS LIABILITY 178215 DEFERRED RENT LIABILITY 71908 250123 7620020 -223690 330994 107304 7512716 -86049 -86049 7426667 8857347 330994 86049 417043 8440304 0 8440304 PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -86,049. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 86,049. 0 CENTRAL AMERICA AND THE CARIBBEAN 1 8 PGM SERVICES & SOCIAL INVESTMENTS MANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS 781000 SOUTH AMERICA 0 0 PGM SERVICES & SOCIAL INVESTMENTS MANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS 843000 NORTH AMERICA 0 0 PGM SERVICES & SOCIAL INVESTMENTS MANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS 190000 SUB-SAHARAN AFRICA 1 4 PGM SERVICES & SOCIAL INVESTMENTS MANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS 325000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 SOCIAL INVESTMENT LOAN 7607000 SOUTH AMERICA 0 0 SOCIAL INVESTMENT LOAN 12019000 NORTH AMERICA 0 0 SOCIAL INVESTMENT LOAN 2155000 SUB-SAHARAN AFRICA 0 0 SOCIAL INVESTMENT LOAN 7735000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM GRANTS MADE IN FYE 2017 40262 2 12 0 0 2 12 31655000 40262 31695262 CENTRAL AMERICA AND THE CARIBBEAN HEALTH SERVICES CAPACITY BUILDING TO BENEFIT PEOPLE LIVING IN POVERTY. 40262 WIRES 1 0 0 0 1 0 0 0 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. LUNCHEON 603763 577584 26179 24082 34726 27241 603763 577584 26179 24082 34726 27241 86049 -59870 X X 1 1 X X X X X 0 0 0 0 0 0 0 0 0 RICK BECKETT CEO & PRESIDENT 290422 0 0 0 8784 0 58400 0 23380 0 380986 0 0 0 MARK COFFEY CHIEF INVESTMENT & OPERATING OFFICER 183105 0 0 0 14372 0 11894 0 32903 0 242274 0 0 0 GAIL DEGUILIO CHIEF CAPITAL RESOURCE OFFICER 152340 0 0 0 0 0 9223 0 8284 0 169847 0 0 0 PETER BLADIN CHIEF IMPACT & RESEARCH OFFICER 144977 0 0 0 0 0 9341 0 15271 0 169589 0 0 0 PART I, LINE 1A ADDITIONAL INCOME IS ADDED TO THE CEO AND CIOO'S COMPENSATION TO MATCH AND OFFSET THE EMPLOYEE PORTION OF THE HEALTH INSURANCE PREMIUMS. THIS INCOME IS TREATED AS TAXABLE COMPENSATION. STEVE DAVIS BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 125000 125000 0 1 1 KURT DELBENE BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 500000 500000 0 1 1 JANE STONECIPHER BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 100000 100000 0 1 1 TESSA KEATING BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 50000 50000 0 1 1 WILLIAM AND PAULA CLAPP BOARD MEMBERS GP SOCIAL INVESTMENT LOAN X 100000 100000 0 1 1 CARLA LEWIS BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 250000 250000 0 1 1 MAGGIE WALKER BOARD MEMBERS GP SOCIAL INVESTMENT LOAN X 250000 250000 0 1 1 DEAN ALLEN BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 50000 50000 0 1 1 1425000 X 8 49110 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS EQUAL TO THE NUMBER OF UNIQUE DONORS. FORM 990, PART I, LINE 6; GLOBAL PARTNERSHIPS (GP) RELIED ON VOLUNTEER HOURS FROM 55 INDIVIDUALS IN FISCAL YEAR 2017. 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 475 HOURS OF LEGAL SERVICES IN 2017. THESE SERVICES ARE ESSENTIAL TO GP'S ABILITY TO EXECUTE ITS INTERNATIONAL PROGRAM WORK. FORM 990, PART VI, SECTION A, LINE 1 THE 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 2 WILLIAM H. CLAPP AND PAULA CLAPP HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11B THE PRESIDENT AND 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 EXECUTIVE AND FINANCE COMMITTEES, SUB COMMITTEES OF THE BOARD OF DIRECTORS, FOR REVIEW AND APPROVAL. FINALLY, FORM 990 IS REVIEWED AND SIGNED BY THE TREASURER PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT 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 15 EACH 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 WAS JUNE 2017. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT, AUDITED FINANCIALS AND THE FORM 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE. GP FUND MANAGEMENT LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 203550156 FUND MANAGEMENT DE 1502120 2476 GLOBAL PARTNERSHIPS GLOBAL PARTNERSHIPS SOCIAL INVESTMENT FUND 60 LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 383978375 FUND & MANAGE SOCIAL INVESTMENT LOANS DE 2160380 34079380 GLOBAL PARTNERSHIPS GLOBAL PARTNERSHIPS SOCIAL INVESTMENT FUND 2010 LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 320308627 FUND & MANAGE SOCIAL INVESTMENT LOANS DE 42920 0 GLOBAL PARTNERSHIPS GLOBAL PARTNERSHIPS SOCIAL INVESTMENT FUND 50 LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 383889550 FUND & MANAGE SOCIAL INVESTMENT LOANS DE 3652849 51008848 GLOBAL PARTNERSHIPS GLOBAL PARTNERSHIPS ELEOS SOCIAL VENTURE FUND LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 384002682 FUND & MANAGE SOCIAL INVESTMENT EQUITY INVESTMENTS DE 884 1250162 GLOBAL PARTNERSHIPS