2017-05-11T11:08:58-05:00 2016-06-30 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2015-07-01 383293173 Partners Worldwide PART 6168184913 6139 Tahoe Drive SE Grand Rapids MI 495467126 Edward Bueche CFO 6168184913 2017-05-11 1 Francis K Brown II P00465640 3178852620 2015 2021-01-29 14:40:06Z Doug Seebeck 6139 Tahoe Drive SE Grand Rapids MI 495467126 4679659 0 X www.partnersworldwide.org X 1997 MI Creating global partnerships focused on business growth and job creation 12 12 25 215 0 0 4863620 4466800 162822 41263 193962 169883 1246 1713 5221650 4679659 684989 1483470 0 0 1662910 1944280 0 0 485693 2383396 1369027 4731295 4796777 490355 -117118 13847920 13916967 901174 1213762 12946746 12703205 Connecting business and professional people in global partnerships focused on business growth and job creation which transform the lives of all involved. 0 0 3960485 1483470 42976 Partners Worldwide builds relational partnerships between business people around the world focused on business growth and job creation to alleviate poverty. Partners Worldwide provides facilitation support to these partnerships through a model of mentoring, training, loan capital, and advocacy. The Partnerships have resulted in the creation of 11,005 jobs in 2015/2016 and the retention of 109,129 jobs. 3960485 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 0 1 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 15 0 1 25 1 0 1 NU KE UG ZA 0 0 0 0 0 0 0 0 X 12 12 1 0 0 0 0 0 0 1 0 0 0 1 1 1 1 1 1 1 1 1 1 MI X X Ed Bueche 6168184913 6139 Tahoe Drive SE Grand Rapids MI 495467126 Jim Tuinstra Board Chair (part year) 5.00 X X 0 0 0 Ron David Board Chair 5.00 X X 0 0 0 Roger Bairstow Vice Chairman (part year) 2.00 X X 0 0 0 Julius Medenblik Secretary 2.00 X X 0 0 0 Jeremy Louters Treasurer 2.00 X X 0 0 0 Al Caperna Director (part year) 2.00 X 0 0 0 Don Byker Director 2.00 X 0 0 0 Samuel Grottis Director 2.00 X 0 0 0 Ron Schutt Director 2.00 X 0 0 0 Malcolm DeKryger Director 2.00 X 0 0 0 Aaron Bennink Director 2.00 X 0 0 0 Bonnie Vos Director 2.00 X 0 0 0 Dr Ruth Waweru Director 2.00 X 0 0 0 Glenn Knopp Director 2.00 X 0 0 0 Don Vos Director 2.00 X 0 0 0 Lyman Howell Director (part year) 2.00 X 0 0 0 Rob Tribken Director (part year) 2.00 X 0 0 0 Doug Seebeck President/CEO 50.00 X 106661 0 27285 Ed Bueche Chief Financial Officer 50.00 X 5391 0 1943 William Brown Director of Finance (part year) 50.00 X 48582 0 3822 160634 0 33050 1 0 0 0 0 152694 4314106 1071 4466800 Mgmt Fee - Related Org 900099 41263 41263 41263 125662 125662 44221 0 44221 44221 44221 1713 0 1713 1713 4679659 42976 0 169883 1483470 1483470 172999 104262 26257 42480 1522027 1243659 106888 171480 26072 12422 4633 9017 151023 71954 26839 52230 72159 34380 12824 24955 308 308 15826 15826 8900 70 3320 5510 69233 325 2647 66261 293649 292283 843 523 10312 7580 2732 34168 10699 5672 17797 560324 549681 3541 7102 25869 23405 2389 75 7500 7500 37623 26335 5644 5644 10758 10758 Operations 170120 17025 125388 27707 Field Development 83015 83015 Donor Development 41422 41422 4796777 3960485 350599 485693 859284 920060 298100 504468 3790794 2401254 22960 36675 29427 39245 1049450 247611 827544 801839 6391 602032 4314801 4286507 3533562 4079315 165057 245572 13847920 13916967 192536 213762 8638 0 700000 1000000 901174 1213762 X 6239243 6853775 6707503 5849430 12946746 12703205 13847920 13916967 -117118 -126423 0 X X 0 1 X 1 0 X 4381633 4451747 10994966 4863620 4466800 29158766 4381633 4451747 10994966 4863620 4466800 29158766 9054646 20104120 36418 100769 100165 139673 125662 502687 3030 31991 86287 121308 29782761 448178 0.67500 0.64760 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2011 Amount: $ 3,030. 2012 Amount: $ 31,991. 2013 Amount: $ 86,287. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350000 350000 529420 118699 410721 139205 111787 27418 30825 17125 13700 801839 Barnabas Ct Balanced Fund 4286507 C 4286507 Investment in PW Entrepreneurs L3C 1361860 C Notes Receivable for Loans 2717455 C 4079315 X Part X, Line 2: The financial statement effects of a tax position taken or expected to be taken are recognized in the financial statements when it is more likely than not, based on the technical merits, that the position will be sustained upon examination. Interest and penalties, if any, are included in expenses in the statements of activities. As of June 30, 2016 and 2015, Partners Worldwide had no uncertain tax positions that qualify for recognition or disclosure in the financial statements. PW files information tax returns in the U.S. and various states. PW is generally no longer subject to U.S. federal and state income tax examinations by tax authorities for years before 2009. 1 Central America and the Caribbean 5 8 Program Services Job Creation 535664 Sub-Saharan Africa 6 7 Program Services Job Creation 1023708 South Asia 2 3 Program Services Job Creation 60918 South America 1 1 Program Services Job Creation 45874 East Asia and the Pacific 1 1 Program Services Job Creation 110196 Sub-Saharan Africa 0 0 Grants to Recipients 1353196 Central America and the Caribbean 0 0 Grants to Recipients 81722 South Asia 0 0 Grants to Recipients 5425 South America 0 0 Grants to Recipients 43127 15 20 0 0 15 20 3216703 43127 3259830 South Asia Business development 5425 Wire Sub-Saharan Africa Business development 62760 Wire Sub-Saharan Africa Business development 32000 Wire Sub-Saharan Africa Business development 25000 Wire Sub-Saharan Africa Business development 30000 Wire Sub-Saharan Africa Agricultural programs 20000 Wire Sub-Saharan Africa Agricultural programs 23000 Wire Sub-Saharan Africa Agricultural programs 56932 Wire Sub-Saharan Africa Social Sector 41000 Wire Sub-Saharan Africa Business development 126666 Wire Sub-Saharan Africa Business development 86185 Wire Sub-Saharan Africa Business development 110000 Wire South America Business development 26651 Wire South America Business development 10976 Wire South America Business development 5500 Wire 15 0 0 0 0 0 0 0 Part I, Line 2: The organization requires grantee organizations to agree to an Annual Partnership Plan and supply metrics on a annual basis in order to monitor the use of grants funds. Metrics are entered in the field by our affiliates to our online hub. The metrics are then reviewed by the partnership manager of the respective country. Next, the metrics are reviewed and approved by the respective regional manager. Lastly, they are reviewed and finalized by the Director of Stretegic Initiatives. Part I, line 3: Expenditures are accounted for using the accrual method of accounting. Form 990, Part VI, Section A, line 2 Bonnie Vos, Director, and Don Vos, Director, have a family relationship. Form 990, Part VI, Section A, line 8b The organization does not have any committees at the board level, based on the Carver Model of Governance. There is no material difference in the voting rights of the board members. Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an independent CPA firm. The Chief Financial Officer and President/CEO review in detail a copy of the Form 990 and then it is provided to every member of the governing body before it is filed with the IRS. Form 990, Part VI, Section B, line 12c Board members and officers sign annual conflict of interest statements which are reviewed by the Chief Financial Officer. Should any potential conflicts of interest be disclosed, the board member or officer would be asked to refrain from participation in any deliberation or decision with regard to matters affected by the relationship. Form 990, Part VI, Section B, line 15 Compensation is proposed in the annual budget by the management team based on a thorough analysis of comparable compensation, including the use of compensation surveys. The Board approves the President/CEO's compensation and the process is documented in the committee minutes via the annual budget. The President/CEO approves the compensation for the Chief Financial Officer and the process is documented. Form 990, Part VI, Section C, line 19 The organization's financial statements are available via the organization's website. The organization's governing documents and conflict of interest policy are available upon request. Form 990, Part XII, Line 2c The organization's Board assumes responsibility for oversight of the audit of its financial statements and selection of its independent accountant. This process has not changed since the prior year. Partners Worldwide Canada 117-350 King St E PO Box 75042 Fir Hamilton Ontario CA L8N 4G6 836757807 Fight poverty CA 501(c)(3) Partners Worldwide 0 PW Entrepreneurs L3C 6139 Tahoe Dr SE Grand Rapids MI 49546 272381733 Further the accomplishment of the charitable purposes of Partners Worldwide MI Partners Worldwide Related 15389 1804557 0 1 0.80560 0 0 1 0 0 0 0 0 0 0 0 1 0 1 0 0 1 0 0 PW Entrepreneurs L3C L PW Entrepreneurs L3C N PW Entrepreneurs L3C Q 59110 Book value Partners Worldwide Canada C 152694 Book value Partners Worldwide Canada L Partners Worldwide Canada N Partners Worldwide Canada Q