2017-08-14T09:15:59-05:00 2017-03-31 263753134 CBIZ TOFIAS 500 BOYLSTON STREET BOSTON MA 02116 990 2016-04-01 237069110 OXFAM-AMERICA INC OXFA 6174821211 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 02114 MARK KRIPP CFO 6174821211 2017-08-10 1 CRAIG KLEIN P00734640 6177610600 2017-08-10 207.172.72.163 2017-08-10 10:43:16 ED P 102C1995D04F643618E9EB8F2AEF5D32C98268A5 B0824711EFFAC56D49F0A654FCE22BDFF284F515 2016 2021-01-29 14:40:06Z RAYMOND OFFENHEISER 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 02114 93644577 0 X WWW.OXFAMAMERICA.ORG X 1974 MA CREATE LASTING SOLUTIONS TO GLOBAL POVERTY, HUNGER, AND INJUSTICE. 22 22 472 873 0 0 78818402 77603597 0 0 1597459 1494870 94425 74170 80510286 79172637 27274827 24821280 0 0 34268414 33405509 1238832 1421049 13388395 26234944 26767927 89017017 86415765 -8506731 -7243128 83976993 81998618 14970961 17270849 69006032 64727769 X OXFAM AMERICA IS AN INTERNATIONAL RELIEF AND DEVELOPMENT ORGANIZATION THAT CREATES LASTING SOLUTIONS TO POVERTY, HUNGER, AND INJUSTICE. WITH INDIVIDUALS AND LOCAL GROUPS IN MORE THAN 90 COUNTRIES, OXFAM SAVES LIVES, HELPS PEOPLE OVERCOME POVERTY AND FIGHTS FOR SOCIAL JUSTICE. 0 0 24453447 9526719 0 PROGRAMS TO OVERCOME POVERTY AND INJUSTICE: AROUND THE WORLD EXTRACTIVE INDUSTRIES ARE HIGHLY LUCRATIVE FOR DEVELOPING COUNTRIES, BUT MINING REVENUES OFTEN FAIL TO REACH THE POOR. OXFAM SEEKS TO GIVE POOR PEOPLE A VOICE IN DEMANDING FAIR AND RESPONSIBLE NATURAL RESOURCE MANAGEMENT. IN THE MEKONG DELTA OXFAM'S PEOPLE PROTECTING THEIR ECOSYSTEMS (PEM) PROGRAM HELPS LOCAL ORGANIZATIONS PROTECT ECOSYSTEMS, PROMOTE AWARENESS, AND OPEN DIALOGUES ABOUT CONSERVATION AND DEVELOPMENT. IN GHANA, THE "CITIZENS DECIDE" CAMPAIGN SUCCESSFULLY ADVOCATED FOR GOVERNMENT TO INVEST MORE MINING REVENUE IN POOR COMMUNITIES. OXFAM ALSO HELPS SMALL FARMERS OVERCOME POVERTY AND COMBAT FOOD INSECURITY. IN 2016 THE R4 RURAL RESILIENCE INTIATIVE REACHED OVER 40,000 HOUSEHOLDS IN ETHIOPIA, SENEGAL, MALAWI, AND ZAMBIA TO OFFER INTEGRATED RISK MANAGEMENT INCLUDING AGRICULTURE INSURANCE, RISK REDUCTION, SAVING, AND CREDIT, WHICH MAKE SMALL FARMERS, INCLUDING WOMEN, LESS VULNERABLE WHEN FACED WITH NATURAL DISASTERS. OXFAM PAYS KEEN ATTENTION TO THE ROLE AND NEEDS OF WOMEN IN DEVELOPMENT, AND ADVANCES TRANSFORMATIVE LEADERSHIP FOR WOMEN'S RIGHTS AND PROMOTES WOMEN'S AGENCY ACROSS ALL OUR INTERNATIONAL PROGRAMS. 21240219 11663284 0 SAVING LIVES-EMERGENCY RESPONSE AND PREPAREDNESS: WHEN DISASTER STRIKES, OXFAM AND ITS LOCAL PARTNERS MOVE QUICKLY TO MEET PEOPLE'S NEEDS. WE ALSO WORK TO REBUILD COMMUNITIES AFTER EMERGENCIES. IN THE AFTERMATH OF THE NEPAL EARTHQUAKE, WHERE AN ESTIMATED 8 MILLION PEOPLE WERE IMPACTED, OXFAM ADDRESSED CRITICAL EMERGENCY NEEDS THROUGH TEMPORARY SHELTER SOLUTIONS, FOOD DISTRIBUTION VOUCHERS, AND HYGIENE PROGRAMS. TWO YEARS AFTER THE DISASTER, OXFAM IS FOCUSING ON RECONSTRUCTION AND RECOVERY, SUPPORTING LONG TERM CONSTRUCTION, WATER, SANITATION, AND HYGIENE (WASH) PROGRAMS, AND STRENGTHENING LIVELIHOODS TO HELP PEOPLE RESUME NORMAL LIFE FOLLOWING THE DISASTER. WHEN HURRICANE MATTHEW STRUCK IN 2016, OXFAM CARRIED OUT EMERGENCY DISTRIBUTIONS IN 22 LOCATIONS IN HAITI, REACHING NEARLY 120,000 PEOPLE WITH FOOD, WATER, AND HYGIENE ASSISTANCE, PAYING PARTICULAR ATTENTION TO THE NEEDS OF WOMEN IN EMERGENCIES AND PREVENTING GENDER BASED VIOLENCE IN IMPACTED COMMUNITIES. 15908639 3563515 0 CAMPAIGNING FOR SOCIAL JUSTICE: OXFAM ADVOCATES FOR AID POLICIES AND PRACTICES THAT ARE TRANSPARENT, FAIR, AND THAT CONNECT LOCAL EFFORTS TO NATIONAL AND GLOBAL STRATEGIES. CAMPAIGNS FOR EFFECTIVE AID POLICIES HAVE BORNE RESULTS. CONGRESS PASSED THE FOREIGN AID TRANSPARENCY AND ACCOUNTABILITY ACT, WHICH FACILITATES MONITORING AND EVALUATION OF FOREIGN ASSISTANCE. DEFENDING THE US FOREIGN AID BUDGET, 17 SISTERS ON THE PLANET AMBASSADORS - INFLUENTIAL WOMEN WHO USE THEIR INFLUENCE TO FIGHT INEQUALITY AND INJUSTICE - HELD 45 MEETINGS WITH CONGRESSIONAL OFFICES TO OPPOSE PROPOSED CUTS TO THE US FOREIGN AID BUDGET, AND ADVOCATE FOR FUNDING FOR THE MIGRATION AND REFUGEE ASSISTANCE ACCOUNT. OXFAM ALSO ADVOCATES FOR EFFECTIVE AID FOR SMALL-SCALE FARMERS, WHICH HAS RESULTED IN COMMITMENTS FROM GOVERNMENTS TO IMPROVE POLICIES. IN BURKINA FASO, THE PRESIDENT COMMITTED TO ALLOCATE 30% OF MANAGED LAND TO RURAL WOMEN. IN ETHIOPIA, THE MINISTRY OF AGRICULTURE COMMITTED TO IMPROVE GENDER RESPONSIVENESS OF THE AGRICUTLURE BUDGET. 4773980 67762 0 PUBLIC EDUCATION 4773980 67762 0 66376285 1 1 0 1 0 0 0 0 0 1 1 0 0 0 1 1 0 1 0 1 1 1 0 1 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 0 1 X 114 0 1 472 1 0 1 CB ES ET GH GT HA ML PE SG SU 0 0 0 1 1 0 0 0 0 X 22 22 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 1 0 MA AL AK AZ AR CA CT DE FL GA HI ID IL IA KS KY LA ME MD MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SD TN TX UT VT VA WA DC WV WI WY X X MARK KRIPP 6177282558 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 021142206 LOUGHREY JOSEPH CHAIR 3.50 0.00 X X 0 0 0 SINGH SMITA VICE CHAIR 2.40 0.00 X X 0 0 0 HAMILTON JOE H TREASURER AND SECRETARY 3.50 0.00 X X 0 0 0 ALI MOHAMAD DIRECTOR 2.50 0.00 X 0 0 0 BAPNA MANISH DIRECTOR 1.70 0.00 X 0 0 0 CONWAY ROSALIND DIRECTOR 1.20 0.00 X 0 0 0 FRETT LATANYA DIRECTOR 1.00 0.00 X 0 0 0 GABERMAN BARRY DIRECTOR 1.50 0.00 X 0 0 0 GARRELS ANNE L DIRECTOR 1.00 0.00 X 0 0 0 GLANTZ GINA DIRECTOR 1.70 0.10 X 0 0 0 MAKINO SHIGEKI DIRECTOR 1.40 0.00 X 0 0 0 NGUYEN MINH-CHAU DIRECTOR 1.30 0.00 X 0 0 0 OTERO MARIA DIRECTOR 1.30 0.00 X 0 0 0 REISS STEVEN DIRECTOR 1.20 0.00 X 0 0 0 SHAH SONAL DIRECTOR 1.30 0.00 X 0 0 0 SIEGELBAUM JOSEPH DIRECTOR 1.00 0.00 X 0 0 0 TSAI DABIE DIRECTOR 1.20 0.00 X 0 0 0 WILLIAMS KIM DIRECTOR 1.70 0.00 X 0 0 0 BEBBINGTON ANTHONY DIRECTOR 1.00 0.00 X 0 0 0 REGAN JACK DIRECTOR 1.00 0.00 X 0 0 0 SHACHOY JAMEY DIRECTOR 1.50 0.00 X 0 0 0 TORRENS TARA DIRECTOR 1.50 0.00 X 0 0 0 OFFENHEISER RAYMOND C PRESIDENT 39.90 0.10 X 469833 0 34068 KRIPP MARK CHIEF FINANCIAL OFFICER 39.90 0.10 X 215358 0 42636 TSONGAS ASHLEY CHIEF OF STAFF / ASSISTANT CLERK 40.00 0.00 X 128803 0 42497 POLICELLI MAURA CHIEF OF STAFF / ASSISTANT CLERK 39.90 0.10 X 165640 0 19333 DANIELL JAMES CHIEF OPERATING OFFICER 40.00 0.00 X 299639 0 44971 HAYES RACHEL VP OF PUBLIC ENGAGEMENT 39.70 0.30 X 174545 0 38778 KURZINA STEPHANIE O VP, DEVELOPMENT & COMUNICATIONS 39.50 0.50 X 273340 0 30923 O'BRIEN DANIEL PAUL VP, POLICY AND ADVOCACY 39.00 1.00 X 206483 0 43293 TETER DARIUS VP OF GLOBAL PROGRAMS 40.00 0.00 X 230822 0 40751 PARMESHWAR VINOD SUBRAMANIAN SR. DIRECTOR, GLOBAL HUMAN RESOURCES 40.00 0.00 X 149717 0 37102 DELGADO LINDA DIRECTOR OF GOVERNMENT AFFAIRS 40.00 0.00 X 144739 0 25985 MURIU MUTHONI SR. DIR. OF INTERNATIONAL PROGRAMS 40.00 0.00 X 156768 0 17503 CASTRILLO ANA CAROLINA REGIONAL DIRECTOR, EL SALVADOR 40.00 0.00 X 187403 0 27327 BEALS JUDITH DIRECTOR, PRIVATE SECTOR DEPARTMENT 40.00 0.00 X 145213 0 11805 2948303 0 456972 49 0 1 0 O'BRIEN GARRETT 1133 19TH ST NW SUITE 300 WASHINGTON DC 20036 FUNDRAISING 498549 FORUM ONE COMMUNICATIONS 15954 JACKSON CREEK PARKWAY SUITE MONUMENT CO 80132 CONSULTING 496181 M&R STRATEGIC SERVICES 1901 L ST NW SUITE 800 WASHINGTON DC 20036 FUNDRAISING 286301 REDHEAD MEDIA INC 80 STANDISH AVE QUINCY MA 02170 ADVERTISING/PUBLICITY 271353 DEVELOPING AWARENESS INC 2502 WEBBERVILLE ROAD AUSTIN TX 78702 FUNDRAISING 176930 10 77603597 4072493 77603597 1007134 1007134 74034 74034 14931676 28000 14471940 0 459736 28000 487736 487736 MISCELLANEOUS REVENUE 900099 136 136 136 79172637 0 0 1569040 728710 728710 24092570 24092570 2419687 1331332 823496 264859 22718738 17369629 2265608 3083501 1219278 932949 140977 145352 5358268 3840591 693963 823714 1689538 1208517 221740 259281 163003 74391 72787 15825 162912 52162 110750 312701 312701 1421049 1421049 120716 87233 33483 6067571 4834108 554335 679128 1357799 576300 781499 2243423 294010 30273 1919140 2051043 1261358 215666 574019 2802296 2133313 354585 314398 3200678 2870400 192533 137745 1224535 1145537 47259 31739 464734 358802 27421 78511 110525 37273 70413 2839 MEMBERSHIPS/DUES/SUBS. 2995382 2058221 411975 525186 PRINTING AND PUBLICATIO 1246509 183247 3094 1060168 POSTAGE / SHIPPING 623616 97 6 623513 PARTNER IMPLEMENTATION 199440 199440 1421044 480627 326971 613446 86415765 66376285 6651085 13388395 7996844 5669605 16565458 12611316 1300628 2155915 1939780 1824611 9968374 7893636 2193875 2074738 53509173 57243220 200344 133563 270891 285650 83976993 81998618 6678891 6685269 1612309 3798116 735367 643017 5944394 6144447 14970961 17270849 X 31537298 32994334 35672174 29936875 1796560 1796560 69006032 64727769 83976993 81998618 X -7243128 3026721 -61856 X 0 1 X 1 0 X 63705258 66575765 90676327 78818402 77603597 377379349 63705258 66575765 90676327 78818402 77603597 377379349 47647659 329731690 1434258 1070508 1188228 857828 1081168 5631990 11681 2668 4343 3606 136 22434 383033773 0.86080 0.85210 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 133949 178752 312701 72714669 73027370 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 212867 234193 152910 312701 912671 250000 250000 250000 250000 1000000 1500000 45817 41812 24549 133949 246127 7469676 1025408 23258 8471826 7855752 -111261 250500 24315 7469676 7213159 665397 22804 7855752 6236618 500 997517 21476 7213159 5545695 705321 14398 6236618 0.19360 0.21200 0.59440 1 0 3203325 1718551 1484774 6732031 6175085 556946 33018 33018 2074738 GIFT ANNUITIES PAYABLE 2563916 DEFERRED RENT 3548186 OTHER LIABILITIES 32345 6144447 X 83227813 3026720 706382 322074 4055176 79172637 0 79172637 87462052 706382 339905 1046287 86415765 0 86415765 PART V, LINE 4: OXFAM UTILIZES A TOTAL RETURN SPENDING POLICY, SPENDING FROM ITS ENDOWMENT TO SUPPORT OPERATIONS. UNDER THE POLICY, UP TO 5% OF THE THREE YEAR ROLLING MARKET VALUE MAY BE UTILIZED. THE MARKET VALUE OF THE ENDOWMENT INCLUDES PERMANENTLY RESTRICTED NET ASSETS PLUS ACCUMULATED UNSPENT GAINS INCLUDED IN TEMPORARILY RESTRICTED NET ASSETS. PART X, LINE 2: OXFAM ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. INTEREST AND PENALTIES ASSESSED, IF ANY, ARE ACCRUED AS INCOME TAX EXPENSE. OXFAM HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AS A TAX POSITION; HOWEVER, OXFAM HAS DETERMINED THAT SUCH TAX POSITION DOES NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. IN ADDITION TO ITS TAX STATUS, OXFAM HAS OTHER TAX POSITIONS THAT HAVE BEEN DETERMINED TO BE HIGHLY CERTAIN AND, THEREFORE, NO RESERVE FOR UNRECOGNIZED TAX LIABILITY IS DEEMED NECESSARY. OXFAM IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTION. ITS FEDERAL AND STATE INCOME TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: OXFAM AMERICA ACTION FUND REVENUE 383,930. CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -61,856. PART XII, LINE 2D - OTHER ADJUSTMENTS: OXFAM AMERICA ACTION FUND EXPENSES 339,905. 1 CENTRAL AMERICA AND THE CARIBBEAN 3 40 PROGRAM SERVICES PROGRAMS TO SAVE LIVES AND OVERCOME POVERTY AND INJUSTICE 6499138 CENTRAL AMERICA AND THE CARIBBEAN 0 0 GRANTS/PARTNER SUPPORT 2221445 SOUTH AMERICA 1 14 PROGRAM SERVICES PROGRAMS TO SAVE LIVES AND OVERCOME POVERTY AND INJUSTICE 1852900 SOUTH AMERICA 0 0 GRANTS/PARTNER SUPPORT 2105642 SUB-SAHARAN AFRICA 5 89 PROGRAM SERVICES PROGRAMS TO SAVE LIVES AND OVERCOME POVERTY AND INJUSTICE 13444615 SUB-SAHARAN AFRICA 0 0 GRANTS/PARTNER SUPPORT 4933469 EAST ASIA AND THE PACIFIC 1 5 PROGRAM SERVICES PROGRAMS TO SAVE LIVES AND OVERCOME POVERTY AND INJUSTICE 3400782 EAST ASIA AND THE PACIFIC 0 0 GRANTS/PARTNER SUPPORT 3462176 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTS/PARTNER SUPPORT 2977840 MIDDLE EAST AND NORTH AFRICA 0 0 GRANTS/PARTNER SUPPORT 659496 SOUTH ASIA 0 0 GRANTS/PARTNER SUPPORT 3486461 NORTH AMERICA 0 0 GRANTS/PARTNER SUPPORT 127184 10 148 0 0 10 148 37920167 7250981 45171148 CENTRAL AMERICA AND CARIBBEAN EXTRACTIVE INDUSTRIES 31000 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 74000 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 202753 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 38468 WIRE SOUTH AMERICA LIVELIHOODS (NON AGRICULTURE) 160000 WIRE EAST ASIA AND THE PACIFIC EXTRACTIVE INDUSTRIES 35000 WIRE CENTRAL AMERICA AND CARIBBEAN EXTRACTIVE INDUSTRIES 20000 WIRE CENTRAL AMERICA AND CARIBBEAN EXTRACTIVE INDUSTRIES 31060 WIRE CENTRAL AMERICA AND CARIBBEAN DISASTER RISK REDUCTION 163303 WIRE CENTRAL AMERICA AND CARIBBEAN DISASTER RISK REDUCTION 63980 WIRE CENTRAL AMERICA AND CARIBBEAN WOMENS EMPOWERMENT 122469 WIRE CENTRAL AMERICA AND CARIBBEAN EXTRACTIVE INDUSTRIES 30000 WIRE CENTRAL AMERICA AND CARIBBEAN MICROFINANCE 28944 WIRE CENTRAL AMERICA AND CARIBBEAN DISASTER RISK REDUCTION 31529 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 43511 WIRE CENTRAL AMERICA AND CARIBBEAN WATER AND AGRICULTURE 10800 WIRE CENTRAL AMERICA AND CARIBBEAN WATER AND AGRICULTURE 30432 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 99687 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 45000 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 25000 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 51070 WIRE SOUTH AMERICA OTHER HUMANITARIAN INTERVENTION 161213 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 20000 WIRE SOUTH AMERICA DISASTER RISK REDUCTION 44183 WIRE SOUTH AMERICA OTHER HUMANITARIAN INTERVENTION 102500 WIRE CENTRAL AMERICA AND CARIBBEAN EXTRACTIVE INDUSTRIES 15000 WIRE SUB-SAHARAN AFRICA GENERAL ADVOCACY 5000 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 10000 WIRE SUB-SAHARAN AFRICA MICROFINANCE 30000 WIRE CENTRAL AMERICA AND CARIBBEAN WOMENS EMPOWERMENT 5697 WIRE SOUTH AMERICA POLICY AND ADVOCACY 15000 WIRE CENTRAL AMERICA AND CARIBBEAN WOMENS EMPOWERMENT 17444 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 21000 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 8516 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 15000 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 52210 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 45000 WIRE SUB-SAHARAN AFRICA DISASTER RISK REDUCTION 9738 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 5681 WIRE SUB-SAHARAN AFRICA AID EFFECTIVENESS 15335 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 159996 WIRE SUB-SAHARAN AFRICA POLICY AND ADVOCACY 14000 WIRE CENTRAL AMERICA AND CARIBBEAN WOMENS EMPOWERMENT 75000 WIRE CENTRAL AMERICA AND CARIBBEAN WOMENS EMPOWERMENT 43555 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 69000 WIRE CENTRAL AMERICA AND CARIBBEAN DISASTER RISK REDUCTION 171242 WIRE CENTRAL AMERICA AND CARIBBEAN MICROFINANCE 20000 WIRE CENTRAL AMERICA AND CARIBBEAN EXTRACTIVE INDUSTRIES 19000 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 25000 WIRE NORTH AMERICA WOMENS EMPOWERMENT 30000 WIRE SUB-SAHARAN AFRICA MICROFINANCE 43933 WIRE CENTRAL AMERICA AND CARIBBEAN POLICY AND ADVOCACY 15000 WIRE EUROPE AID EFFECTIVENESS 50000 WIRE EAST ASIA AND THE PACIFIC EXTRACTIVE INDUSTRIES 89680 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 27098 WIRE CENTRAL AMERICA AND CARIBBEAN MICROFINANCE 5556 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 146465 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 35000 WIRE CENTRAL AMERICA AND CARIBBEAN EXTRACTIVE INDUSTRIES 25000 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 50000 WIRE CENTRAL AMERICA AND CARIBBEAN WATER AND AGRICULTURE 26475 WIRE CENTRAL AMERICA AND CARIBBEAN WOMENS EMPOWERMENT 58939 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 44000 WIRE EAST ASIA AND THE PACIFIC EXTRACTIVE INDUSTRIES 57920 WIRE CENTRAL AMERICA AND CARIBBEAN EXTRACTIVE INDUSTRIES 5000 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 50000 WIRE SUB-SAHARAN AFRICA MICROFINANCE 39750 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 25000 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 19995 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 547034 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 14278 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 11868 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 16459 WIRE EAST ASIA AND THE PACIFIC DEBT SWAP 199840 WIRE EAST ASIA AND THE PACIFIC DISASTER RISK REDUCTION 838612 WIRE SOUTH ASIA DEBT SWAP 454545 WIRE SOUTH AMERICA AID EFFECTIVENESS 197621 WIRE SOUTH AMERICA CORPORATE ENGAGEMENT 185000 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 10000 WIRE CENTRAL AMERICA AND CARIBBEAN DEBT SWAP 25000 WIRE NORTH AMERICA EXTRACTIVE INDUSTRIES 97184 WIRE SOUTH AMERICA OTHER HUMANITARIAN INTERVENTION 9950 WIRE EUROPE AID EFFECTIVENESS 397774 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 38500 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 50000 WIRE EUROPE AID EFFECTIVENESS 92040 WIRE EAST ASIA AND THE PACIFIC DISASTER RISK REDUCTION 120000 WIRE EAST ASIA AND THE PACIFIC EXTRACTIVE INDUSTRIES 45298 WIRE EAST ASIA AND THE PACIFIC GENERAL ADVOCACY 46600 WIRE EUROPE AID EFFECTIVENESS 45056 WIRE EUROPE DEBT SWAP 148145 WIRE EUROPE OTHER HUMANITARIAN INTERVENTION 345584 WIRE EUROPE POLICY AND ADVOCACY 89080 WIRE EUROPE WOMENS EMPOWERMENT 65000 WIRE MIDDLE EAST AND NORTH AFRICA DEBT SWAP 315000 WIRE MIDDLE EAST AND NORTH AFRICA OTHER HUMANITARIAN INTERVENTION 107888 WIRE MIDDLE EAST AND NORTH AFRICA WOMENS EMPOWERMENT 236608 WIRE SOUTH AMERICA INDIGENOUS PEOPLES RIGHTS 130435 WIRE SOUTH ASIA DEBT SWAP 2159418 WIRE SOUTH ASIA DISASTER RISK REDUCTION 45455 WIRE SOUTH ASIA WOMENS EMPOWERMENT 491786 WIRE SUB-SAHARAN AFRICA DEBT SWAP 210000 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 303596 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 159031 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 122000 WIRE SUB-SAHARAN AFRICA WOMENS EMPOWERMENT 50000 WIRE SUB-SAHARAN AFRICA HEALTH 211680 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 48495 WIRE SUB-SAHARAN AFRICA MICROFINANCE 20000 WIRE SOUTH ASIA AID EFFECTIVENESS 161779 WIRE SOUTH ASIA CORPORATE ENGAGEMENT 80000 WIRE SOUTH ASIA DEBT SWAP 93478 WIRE CENTRAL AMERICA AND CARIBBEAN CLIMATE CHANGE 40000 WIRE CENTRAL AMERICA AND CARIBBEAN DEBT SWAP 620000 WIRE CENTRAL AMERICA AND CARIBBEAN EXTRACTIVE INDUSTRIES 130000 WIRE CENTRAL AMERICA AND CARIBBEAN LIVELIHOODS (NON AGRICULTURE) 216900 WIRE EUROPE DEBT SWAP 20000 WIRE EUROPE DISASTER RISK REDUCTION 10000 WIRE EUROPE WATER AND AGRICULTURE 10000 WIRE SOUTH AMERICA EXTRACTIVE INDUSTRIES 57000 WIRE SOUTH AMERICA POLICY AND ADVOCACY 10000 WIRE SOUTH AMERICA WOMENS EMPOWERMENT 20000 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 80000 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 172000 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 15000 WIRE SUB-SAHARAN AFRICA POLICY AND ADVOCACY 50000 WIRE SUB-SAHARAN AFRICA GENERAL ADVOCACY 29347 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 72113 WIRE EUROPE AID EFFECTIVENESS 112148 WIRE EUROPE WATER AND AGRICULTURE 62000 WIRE SOUTH AMERICA DEBT SWAP 528545 WIRE CENTRAL AMERICA AND CARIBBEAN AID EFFECTIVENESS 108120 WIRE CENTRAL AMERICA AND CARIBBEAN WOMENS EMPOWERMENT 15000 WIRE EAST ASIA AND THE PACIFIC AID EFFECTIVENESS 18130 WIRE EAST ASIA AND THE PACIFIC EXTRACTIVE INDUSTRIES 382782 WIRE EAST ASIA AND THE PACIFIC GENERAL ADVOCACY 491018 WIRE EAST ASIA AND THE PACIFIC POLICY AND ADVOCACY 173130 WIRE EAST ASIA AND THE PACIFIC WATER AND AGRICULTURE 330250 WIRE EAST ASIA AND THE PACIFIC MICROFINANCE 249246 WIRE EUROPE AID EFFECTIVENESS 424520 WIRE EUROPE CLIMATE CHANGE 73870 WIRE EUROPE CORPORATE ENGAGEMENT 37301 WIRE EUROPE EXTRACTIVE INDUSTRIES 163000 WIRE EUROPE OTHER HUMANITARIAN INTERVENTION 50000 WIRE EUROPE WATER AND AGRICULTURE 132847 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 221386 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 10000 WIRE SUB-SAHARAN AFRICA DEBT SWAP 150000 WIRE EAST ASIA AND THE PACIFIC EXTRACTIVE INDUSTRIES 200000 WIRE EAST ASIA AND THE PACIFIC EXTRACTIVE INDUSTRIES 28000 WIRE SUB-SAHARAN AFRICA AID EFFECTIVENESS 218367 WIRE SUB-SAHARAN AFRICA OTHER HUMANITARIAN INTERVENTION 493198 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 9569 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 157313 WIRE EAST ASIA AND THE PACIFIC EXTRACTIVE INDUSTRIES 83820 WIRE SUB-SAHARAN AFRICA EXTRACTIVE INDUSTRIES 20000 WIRE SUB-SAHARAN AFRICA WATER AND AGRICULTURE 270321 WIRE EUROPE AID EFFECTIVENESS 468050 WIRE EUROPE DEBT SWAP 33400 WIRE EUROPE POLICY AND ADVOCACY 10000 WIRE EUROPE WATER AND AGRICULTURE 138025 WIRE SUB-SAHARAN AFRICA GENERAL ADVOCACY 69903 WIRE EAST ASIA AND THE PACIFIC AID EFFECTIVENESS 35000 WIRE EAST ASIA AND THE PACIFIC MICROFINANCE 37850 WIRE 79 11 0 0 1 1 0 0 PART I, LINE 2: PROGRAM OFFICERS MEET WITH PARTNERS AND VISIT THE PROJECT REGULARLY TO ASSESS WHETHER THE FUNDS HAVE BEEN USED FOR THE INTENDED PURPOSE. PROGRAM AND FINANCIAL EXPENDITURE REPORTS ARE ALSO PREPARED BY THE PARTNERS IN CONJUNCTION WITH LOCAL PROGRAM OFFICERS. FINAL REPORTS ARE COMPLETED BY PARTNERS AND SUBMITTED TO OXFAM AMERICA UPON COMPLETION OF THE PROJECT. PROJECTS MAY BE AUDITED AS NEEDED OR AS REQUIRED BY CONTRACT PROVISION. THERE ARE NO AUDIT THRESHOLDS EXCEPT AS REQUIRED BY CONTRACT, AND AUDITS ARE CONDUCTED AT THE DISCRETION OF THE REGIONAL OFFICE AND ARE BASED ON THE REGIONAL DIRECTOR'S, COUNTRY DIRECTOR'S, AND OFFICE STAFF'S COMFORT LEVEL WITH THE PARTNER AND PROJECT OVERALL. ALL FINANCIAL AND NARRATIVE REPORTS ARE STORED IN OXFAM AMERICA'S GRANT MANAGEMENT SYSTEM. X X X X X 1 O'BRIEN GARRETT 1133 19TH ST NW WASHINGTON DC 20036 FUNDRAISING, TELEMARKETING & CONSULTING 0 0 391743 0 M&R STRATEGIC SERVICES 1901 L ST NW SUITE 800 WASHINGTON DC 20036 FUNDRAISING & CONSULTING 0 0 284196 0 DEVELOPING AWARENESS INC 2502 WEBBERVILLE RD AUSTIN TX 78702 FUNDRAISING 0 0 89980 0 DONOR SERVICES GROUP 6715 SUNSET BLVD LOS ANGELES CA 90028 TELEMARKETING 0 0 166454 0 NEW CANVASSING EXPERIENCE 2211 EAST 12TH STREET AUSTIN TX 78702 FUNDRAISING & CONSULTING 0 0 413846 0 TELEFUND INC PO BOX 2366 DENVER CO 80201 TELEMARKETING 0 0 107744 0 BLACKBAUD 2000 DANIEL ISLAND DR CHARLESTON SC 29492 FUNDRAISING & CONSULTING 0 0 59438 0 PUBLIC INTEREST COMMUNICATIONS INC 700 LEESBURG PIKE SUITE 301 NORTH FALLS CHURCH VA 22043 TELEMARKETING 0 0 61007 0 ROI SOLUTIONS INC ONE ALEWIFE CENTER SUITE 220 CAMBRIDGE MA 02140 FUNDRAISING 0 0 4276 0 INTEGRAL RESOURCES INC 1972 MASSACHUSETTS AVE 3RD FL CAMBRIDGE MA 02140 TELEMARKETING 0 0 2928 0 1581612 AL AK AZ AR CA CO CT DE FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA DC WV WI WY SCHEDULE G, PART I, LINE 2B: THE PAYMENT TO M+R STRATEGIC SERVICES INCLUDES $43,670 CONSIDERED AS PAYMENT FOR CONSULTING SERVICES THE PAYMENT TO O'BRIAN GARRETT INCLUDES $1,000 CONSIDERED AS PAYMENT FOR CONSULTING SERVICES THE PAYMENT TO NEW CANVASSING EXPERIENCE INCLUDES $78,400 CONSIDERED AS PAYMENT FOR CONSULTING SERVICES THE PAYMENT TO BLACKBAUD INCLUDES $36,638 CONSIDERED AS PAYMENT FOR CONSULTING SERVICES 1 ADC RESEARCH INSTITUTE 1990 M STREET NW SUITE 610 WASHINGTON DC 20036 521252206 501(C)(3) 15000 CLIMATE CHANGE ALIANZA AMERICAS 1638 S BLUE ISLAND CHICAGO IL 60608 342066826 501(C)(3) 15100 AID EFFECTIVENESS BOAT PEOPLE SOS 179 LAMEUSE ST BILOXI MS 39530 541563619 501(C)(3) 22100 POLICY AND ADVOCACY CHRISTIAN STUDENTS OF CONSCIENCE 305 EAST LIME AVENUE MONROVIA CA 91016 270152232 501(C)(3) 5000 POLICY AND ADVOCACY EL COMITE DE APOYO A TRABAJADORES AGRICOLAS THE FARMWORKERS SUPPORT COMMI PO BOX 510 GLASSBORO NJ 08028 222588350 501(C)(3) 25000 WORKER RIGHTS GREATER MINNESOTA WORKER CENTER 2719 WEST DIVISION ST SUITE 103 ST CLOUD MN 56301 463874287 501(C)(3) 65000 WORKER RIGHTS INTERFAITH SPONSORING COMMITTEE (BISCO) INC 1922 BAYOU ROAD THIBODAUX LA 70301 721260542 501(C)(3) 30000 POLICY AND ADVOCACY INTERFAITH SPONSORING COMMITTEE (BISCO) INC 1922 BAYOU ROAD THIBODAUX LA 70301 721260542 501(C)(3) 5000 WOMENS EMPOWERMENT INTERFAITH WORKER JUSTICE 1020 WEST BRYN MAWR AVE 4TH FLOOR CHICAGO IL 60657 364063982 501(C)(3) 25000 WORKER RIGHTS KARAM FOUNDATION NFP 230 NORTHGATE 742 LAKE FOREST IL 60045 371548241 501(C)(3) 85000 OTHER HUMANITARIAN INTERVENTION LIMITLESS VISTAS INC 1215 PRYTANIA STREET SUITE 364 NEW ORLEANS LA 70130 753213594 501(C)(3) 19500 POLICY AND ADVOCACY MARY QUEEN OF VIETNAM COMMUNITY DEVELOPMENT 4626 ALCEE FORTIER BLVD SUITE E NEW ORLEANS LA 70129 204929600 501(C)(3) 37000 POLICY AND ADVOCACY NEW ORLEANS WORKERS' CENTER FOR RACIAL JUSTICE 217 N PRIEUR ST NEW ORLEANS LA 70112 954539765 501(C)(3) 12500 WOMENS EMPOWERMENT NEW ORLEANS WORKERS' CENTER FOR RACIAL JUSTICE 217 N PRIEUR ST NEW ORLEANS LA 70112 954539765 501(C)(3) 12500 WORKER RIGHTS NORTHWEST ARKANSAS WORKERS JUSTICE CENTER 210 S THOMPSON ST 4A SPRINGDALE AR 72764 203709967 501(C)(3) 58000 WORKER RIGHTS RED TOMATO 76 EVERETT SKINNER ROAD PLAINVILLE MA 02762 043375151 501(C)(3) 25000 WORKER RIGHTS REDEEM THE VOTE 7080 SYDNEY CURVE MONTGOMERY AL 36117 200485374 501(C)(3) 20000 POLICY AND ADVOCACY ROC UNITED 1100 FLORIDA AVE NW 2ND FLOOR WASHINGTON DC 20009 010939141 501(C)(3) 15000 POLICY AND ADVOCACY SEIU LOCAL 21 LA 540 SOUTH BROAD STREET SUITE A NEW ORLEANS LA 70119 202430261 15000 POLICY AND ADVOCACY STEPS COALITION 610 WATER STREET BILOXI MS 39530 113790429 501(C)(3) 25000 POLICY AND ADVOCACY TERREBONNE READINESS AND ASSISTANCE COALITION 1220 AYCOCK ST HOUMA LA 70360 581717976 501(C)(3) 20000 POLICY AND ADVOCACY THE BORGEN PROJECT THE BORGEN PROJECT 1416 NW 46TH STREET SUITE 105 PMB 145 SEATTLE WA 98107 200536470 501(C)(3) 30000 AID EFFECTIVENESS THE PEOPLE'S INSTITUTE FOR SURVIVAL AND BEYONDZION TRAVELERS COOPERATIVE C 601 N CARROLLTON NEW ORLEANS LA 70119 721160700 501(C)(3) 35000 POLICY AND ADVOCACY URBAN LEAGUE OF GREATER NEW ORLEANS 2322 CANAL ST NEW ORLEANS LA 70119 720423627 501(C)(3) 30000 POLICY AND ADVOCACY WESTERN NORTH CAROLINA WORKERS CENTER PO BOX 3025 MARION NC 28752 861120732 501(C)(3) 2750 WOMENS EMPOWERMENT WESTERN NORTH CAROLINA WORKERS CENTER PO BOX 3025 MARION NC 28752 861120732 501(C)(3) 58000 WORKER RIGHTS SYRIAN COMMUNITY NETWORK 138 CIRCLE RIDGE DR BURR RIDGE IL 60527 473105667 501(C)(3) 21260 OTHER HUMANITARIAN INTERVENTION 23 1 PART I, LINE 2: PROGRAM OFFICERS MEET WITH PARTNERS AND VISIT THE PROJECT REGULARLY TO ASSESS WHETHER THE FUNDS HAVE BEEN USED FOR THE INTENDED PURPOSE. PROGRAM AND FINANCIAL EXPENDITURE REPORTS ARE ALSO PREPARED BY THE PARTNERS IN CONJUNCTION WITH LOCAL PROGRAM OFFICERS. FINAL REPORTS ARE COMPLETED BY PARTNERS AND SUBMITTED TO OXFAM AMERICA UPON COMPLETION OF THE PROJECT. PROJECTS MAY BE AUDITED AS NEEDED OR AS REQUIRED BY CONTRACT PROVISION. THERE ARE NO AUDIT THRESHOLDS EXCEPT AS REQUIRED BY CONTRACT, AND AUDITS ARE CONDUCTED AT THE DISCRETION OF THE REGIONAL OFFICE AND ARE BASED ON THE REGIONAL DIRECTOR'S, COUNTRY DIRECTOR'S AND OFFICE STAFF'S COMFORT LEVEL WITH THE PARTNER AND PROJECT OVERALL. ALL FINANCIAL AND NARRATIVE REPORTS ARE STORED IN OXFAM AMERICA'S GRANT MANAGEMENT SYSTEM. X X X X X 1 0 0 0 0 0 0 1 0 OFFENHEISER RAYMOND C PRESIDENT 374629 0 0 0 95204 0 13250 0 20818 0 503901 0 0 0 KRIPP MARK CHIEF FINANCIAL OFFICER 194766 0 0 0 20592 0 10246 0 32390 0 257994 0 0 0 TSONGAS ASHLEY CHIEF OF STAFF / ASSISTANT CLERK 123734 0 5000 0 69 0 7020 0 35477 0 171300 0 0 0 POLICELLI MAURA CHIEF OF STAFF / ASSISTANT CLERK 165550 0 0 0 90 0 8402 0 10931 0 184973 0 0 0 DANIELL JAMES CHIEF OPERATING OFFICER 271555 0 0 0 28084 0 13250 0 31721 0 344610 0 0 0 HAYES RACHEL VP OF PUBLIC ENGAGEMENT 169849 0 0 0 4696 0 8801 0 29977 0 213323 0 0 0 KURZINA STEPHANIE O VP, DEVELOPMENT & COMUNICATIONS 247521 0 0 0 25819 0 12529 0 18394 0 304263 0 0 0 O'BRIEN DANIEL PAUL VP, POLICY AND ADVOCACY 186859 0 0 0 19624 0 9743 0 33550 0 249776 0 0 0 TETER DARIUS VP OF GLOBAL PROGRAMS 209152 0 0 0 21670 0 10766 0 29985 0 271573 0 0 0 PARMESHWAR VINOD SUBRAMANIAN SR. DIRECTOR, GLOBAL HUMAN RESOURCES 142650 0 7000 0 67 0 7759 0 29343 0 186819 0 0 0 DELGADO LINDA DIRECTOR OF GOVERNMENT AFFAIRS 144601 0 0 0 138 0 7358 0 18627 0 170724 0 0 0 MURIU MUTHONI SR. DIR. OF INTERNATIONAL PROGRAMS 156510 0 0 0 258 0 7920 0 9583 0 174271 0 0 0 CASTRILLO ANA CAROLINA REGIONAL DIRECTOR, EL SALVADOR 128339 0 0 0 59064 0 6417 0 20910 0 214730 0 0 0 BEALS JUDITH DIRECTOR, PRIVATE SECTOR DEPARTMENT 144955 0 0 0 258 0 7417 0 4388 0 157018 0 0 0 PART I, LINE 4A OA UNDERTOOK REORGANIZATION IN WHICH SOME LONG-TERM STAFF RECEIVED COMPENSATION PACKAGES IN THE FORM OF SEVERANCE. AS A RESULT, CAROLINA CASTRILLO RECEIVED SEVERANCE FOR THE AMOUNT OF $58,806 LISTED ON SCHEDULE J, PART II, COLUMN (B) (III) OTHER REPORTABLE COMPENSATION. PART I, LINE 7 ALL COMPENSATION DISCLOSED IN PART VII ON FORM 990 AND ON SCHEDULE J IS REPORTED ON A CALENDAR YEAR BASIS FOR THE CALENDAR YEAR ENDED 12/31/2016. THE BONUSES FOR ASHLEY TSONGAS AND VINOD PARMESHWAR WERE AWARDED FOR PERFORMANCE DURING FISCAL YEAR ENDED MARCH 31, 2016. SCHEDULE J: COMPENSATION FOR OXFAM AMERICA EXECUTIVES IS SET BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE REGULARLY ENGAGES QUALIFIED INDEPENDENT CONSULTANTS TO ENSURE THAT TOTAL EXECUTIVE COMPENSATION IS BOTH COMPETITIVE AND REASONABLE AS COMPARED TO MARKET, THAT IT CONFORMS TO IRS GUIDELINES, AND WOULD NOT BE CONSIDERED EXCESSIVE UNDER INTERMEDIATE SANCTIONS PROVISIONS CONTAINED IN SECTION 4958 OF THE INTERNAL REVENUE CODE. AS OF NOVEMBER 1, 2010, BASED ON RECOMMENDATIONS OF INDEPENDENT CONSULTANTS, THE COMPENSATION COMMITTEE DECIDED TO INSTITUTE A BENEFIT PROGRAM WHICH REQUIRES EXECUTIVES TO INVEST AFTER TAX INCOME INTO ONE OF A LIMITED NUMBER OF THIRD PARTY BENEFIT PLANS. THE PRETAX AMOUNT ASSOCIATED WITH THE PROGRAM IS INCLUDED AS REPORTABLE W2 COMPENSATION IN PART VII, AND IN SCHEDULE J COLUMN B (III), OTHER REPORTABLE COMPENSATION. X 252 4072493 NET OF FEES 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM WITH INFORMATION PROVIDED BY OA'S FINANCE DEPARTMENT UNDER DIRECTION OF THE CHIEF FINANCIAL OFFICER. THE COMPLETED RETURN IS REVIEWED BY OA'S CHIEF FINANCIAL OFFICER, AND SUBMITTED FOR REVIEW TO THE AUDIT COMMITTEE OF THE BOARD OF DIRECTORS. FORM 990 WAS PROVIDED TO THE FULL BOARD BEFORE FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS, OFFICER, AND KEY EMPLOYEES ARE EXPECTED TO REVEAL ANY POTENTIAL CONFLICT OF INTEREST. ALL BOARD MEMBERS, OFFICERS, AND KEY EMPLOYEES SIGN A STATEMENT ANNUALLY, VERIFYING THAT THEY HAVE REVIEWED OA'S CONFLICT OF INTEREST POLICY AND HAVE DISCLOSED ANY ACTIVITY WHICH CONTRAVENES THE POLICY. DURING THE COURSE OF DELIBERATIONS, IF A DIRECTOR FINDS THAT HE HAS A CONFLICT OF INTEREST ON A MATTER AT HAND, HE/SHE MUST DECLARE IT AND EXCUSE THEMSELVES FROM THE DELIBERATIONS TO ALLOW THE OTHER DIRECTORS PRESENT TO DETERMINE THE BEST COURSE OF ACTION. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR OXFAM AMERICA EXECUTIVES IS SET BY A COMPENSATION COMMITTEE COMPRISED OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS. THE COMMITTEE REGULARLY ENGAGES QUALIFIED INDEPENDENT CONSULTANTS TO ENSURE THAT TOTAL EXECUTIVE COMPENSATION IS BOTH COMPETITIVE AND REASONABLE AS COMPARED TO MARKET, THAT IT CONFORMS TO IRS GUIDELINES, AND WOULD NOT BE CONSIDERED EXCESSIVE UNDER INTERMEDIATE SANCTIONS PROVISIONS CONTAINED IN SECTION 4958 OF THE INTERNAL REVENUE CODE. AS OF NOVEMBER 1, 2010, BASED ON RECOMMENDATIONS OF INDEPENDENT CONSULTANTS, THE COMPENSATION COMMITTEE DECIDED TO INSTITUTE A BENEFIT PROGRAM WHICH REQUIRES EXECUTIVES TO INVEST AFTER TAX INCOME INTO ONE OF A LIMITED NUMBER OF THIRD PARTY BENEFIT PLANS. THE PRETAX AMOUNT ASSOCIATED WITH THE PROGRAM IS INCLUDED AS REPORTABLE W2 COMPENSATION IN PART VII, AND IN SCHEDULE J COLUMN B (III), OTHER REPORTABLE COMPENSATION. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS ARE AVAILABLE ON THE OXFAM AMERICA (OA) WEBSITE AT HTTP://WWW.OXFAMAMERICA.ORG IN THE "WHO WE ARE" SECTION OF THE SITE. FINANCIAL INFORMATION IS ALSO AVAILABLE AT WWW.GUIDESTAR.ORG AND WWW.CHARITYNAVIGATOR.ORG. OA WILL PROVIDE COPIES OF ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF SPLIT INTEREST AGREEMENTS -61,856. FORM 990, SCHEDULE L, PART III: THE CHAIR OF OXFAM AMERICA, INC. (OA) IS A MEMBER OF THE BOARD OF SUPERVISORS OF OXFAM INTERNATIONAL. OXFAM INTERNATIONAL'S BOARD MEMBERS CONSISTED OF REPRESENTATIVES FROM THE VARIOUS OXFAM ORGANIZATIONS THROUGHOUT THE WORLD. THIS RELATIONSHIP ENSURES THAT THE MISSION OF OXFAM IS CLEAR AND CONSISTENT AMONG ITS MEMBER ORGANIZATIONS. IN THE 12 MONTHS ENDED MARCH 31, 2017, OA MADE PAYMENTS OF $15,458,000 TO OXFAM INTERNATIONAL ET AL, AND RECEIVED $3,642,000 FROM OXFAM INTERNATIONAL AND ITS MEMBERS/AFFILIATES. OXFAM AMERICA REAL ESTATE LLC 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 021142206 061509938 RECEIVE AND HOLD DONATED REAL ESTATE MA 0 0 OXFAM-AMERICA WISE WOMEN'S EMPOWERMENT MANAGEMENT COMPANY LLC 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 021142206 001125303 MGNT SVCS TO FUND BENEFITING WOMEN-OWNED SMALL BUSINESSES IN GUATEMALA MA 0 73540 OXFAM-AMERICA OXFAM AMERICA ACTION FUND 226 CAUSEWAY STREET 5TH FLOOR BOSTON MA 021142206 201971032 LOBBYING MA 501(C)(4) OXFAM AMERICA INC 1 CHARITABLE REMAINDER UNITRUST CHARITABLE TRUST MA OXFAM AMERICA INC T 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 OXFAM AMERICA ACTION FUND O 129652 FAIR VALUE OXFAM AMERICA ACTION FUND Q 184182 FAIR VALUE FORM 990, SCHEDULE R, PART I: IN JANUARY 2014, OXFAM ESTABLISHED A MASSACHUSETTS LIMITED LIABILITY COMPANY, WISE WOMEN'S EMPOWERMENT MANAGEMENT COMPANY, LLC ("WISE MANAGEMENT") TO SERVE AS MANAGER FOR THE WISE WOMEN'S EMPOWERMENT FUND I, LLC ("WISE FUND") (AN INVESTMENT FUND PROVIDING CREDIT GUARANTEES FOR WOMEN OWNED SMALL BUSINESSES IN GUATEMALA IN WHICH OXFAM WILL HAVE A MINORITY INTEREST). WISE MANAGEMENT AND WISE FUND COMMENCED OPERATIONS IN JULY 2014.