2015-03-27T13:54:57-05:00 2014-06-30 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2013-07-01 383293173 Partners Worldwide PART 6168184913 6139 Tahoe Drive SE Grand Rapids MI 495467126 Doug Seebeck President 6168184913 2015-03-27 1 Daren Daiga P01074795 3178852620 2013 2016-02-25 16:41:14Z Doug Seebeck 6139 Tahoe Drive SE Grand Rapids MI 495467126 11180267 0 X www.partnersworldwide.org X 1997 MI Creating global partnerships focused on business growth and job creation 13 11 18 213 0 0 4451747 10994966 127775 -473689 181292 282829 31991 1376 4792805 10805482 905428 639049 0 0 1519011 1510986 0 0 509403 1600992 1769892 4025431 3919927 767374 6885555 6349438 12971293 447927 465233 5901511 12506060 Connecting business and professional people in global partnerships focused on business growth and job creation which transform the lives of all involved. 0 0 3202475 639049 -472313 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 10,507 jobs in 2013/2014 and the retention of 80,096 jobs. 3202475 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 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 16 0 1 18 1 0 1 NU KE UG 0 0 0 0 0 0 0 0 X 13 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 1 1 MI X X William Brown 6168184913 6139 Tahoe Drive SE Grand Rapids MI 495467126 Jim Tuinstra Board Chair 5.00 X X 0 0 0 Ron David Treasurer 2.00 X X 0 0 0 Kathie Hoekstra Secretary 2.00 X X 0 0 0 Al Caperna Director 2.00 X 0 0 0 Brad Haverkamp Director 2.00 X 0 0 0 Roberto Matus Director 2.00 X 0 0 0 Roger Bairstow Director 2.00 X 0 0 0 Jack Vanderploeg Director 2.00 X 0 0 0 Ken Vangilst part year Director 2.00 X 0 0 0 Don Byker Director 2.00 X 0 0 0 Samuel Grottis Director 2.00 X 0 0 0 Jeremy Louters 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 Doug Seebeck President 50.00 X 94994 0 23736 William Brown Director of Finance 50.00 X 53374 0 8711 148368 0 32447 0 0 0 0 0 10994966 16284 10994966 Management Fee 900099 84911 84911 Program Investment 900099 -558600 -558600 -473689 100165 100165 557449 374785 182664 182664 182664 1376 0 1376 1376 10805482 -472313 0 282829 27500 27500 611549 611549 193897 89911 59894 44092 1109957 967745 18489 123723 30333 14051 4292 11990 121692 56371 17218 48103 55107 25527 7797 21783 11976 11976 19511 19511 13547 1101 7246 5200 161766 86 3188 158492 130011 89754 10939 29318 17021 14200 2821 20179 4034 594 15551 466919 437949 297 28673 50676 44252 1796 4628 29766 20836 4465 4465 10564 10564 Food Production 406432 406432 Field Development and P 80293 80293 Bad Debt Expense 56422 56422 Donor Development Expen 19842 19842 274967 256686 18281 3919927 3202475 208049 509403 39797 455534 761442 700360 82925 5300428 14100 41534 1321861 1748115 29660 54012 1002534 177382 851061 825152 2078067 2346779 1066149 1336860 104376 162519 6349438 12971293 133039 148470 14888 16763 300000 300000 447927 465233 X 3994483 5996668 1907028 6509392 5901511 12506060 6349438 12971293 6885555 18994 -300000 0 X X 0 1 X 1 0 X 3802675 3464246 4381633 4451747 10994966 27095267 3802675 3464246 4381633 4451747 10994966 27095267 10249658 16845609 42788 25180 36418 100769 100165 305320 35385 5007 3030 31991 86287 161700 27562287 276494 0.61120 0.73730 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2009 Amount: $ 35,385. 2010 Amount: $ 5,007. 2011 Amount: $ 3,030. 2012 Amount: $ 31,991. 2013 Amount: $ 86,287. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350000 350000 529420 86303 443117 123114 91079 32035 825152 Barnabas Ct Balanced Fund 2346779 C 2346779 Investment in PW Entrepreneurs L3C 1336860 C 1336860 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, 2014, 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. 0 Central America and the Caribbean - Antigua & Barbuda, Aruba, Bahamas, 3 7 Program Services Job Creation 84445 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 3 4 Program Services Job Creation 1024527 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, 1 1 Grants to Recipients 8000 Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, 3 4 Grants to Recipients 603549 10 16 0 0 10 16 1720521 0 1720521 South America - Argentina, Bolivia, Brazil, Chile, Columbia, Ecuador, Business development 8000 Wire Sub-Saharan Africa Business development 29490 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Business development 100797 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Clean water 144772 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Clean water 14907 Well equipment Cost Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Agricultural programs 27400 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Agricultural programs 9635 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Business development 60117 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Agricultural programs 106700 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Health 27000 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Community development 45000 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Business development 11875 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Agricultural programs 19606 Wire Sub-Saharan Africa - Angola, Benin, Botswana, Burkina, Faso, Agricultural programs 6250 Wire 12 2 0 0 1 0 0 0 Part I, Line 2: The organization requires grantee organizations to supply certain metrics on a quarterly 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 Global Partnerships. Part I, line 3: Expenditures are accounted for using the accrual method of accounting. Schedule F, Part IV, Line 3 Filing of Form 5471 Partnership Worldwide is indirectly invested in a foreign corporation through its investment in PW Entrepreneurs L3C. PW Entrepreneurs L3C has satisfied the taxpayer's 5471 filing requirement for Nova Bossa Pvt Ltd by including the taxpayer on a jointly filed return. Applicable information for PW Entrepreneurs is as follows: EIN: 27-2381733 Address: 6139 Tahoe Dr., SE Grand Rapids, MI 49546 Filing address: Efile 1 Grace Temple Baptist Church PO Box 3723 Gulfport MS 39503 640804050 501 (c) 3 27500 Wire Business training 1 0 Part I, Line 2: The grant is for business training in the Gaston Point area of Mississippi. A staff member serving as Regional Facilitator for the North America region actively participates as an adviser to Gaston Point CDC. He receives metrics from Gaston Point CDC showing how many participants have been trained and how many jobs are created. Form 990, Part VI, Section A, line 1 The Executive Committee is composed of the Chairman, Vice-Chairman, Treasurer, Secretary, and one Board Member. The Committee performs the functions of the board between board meetings, follows up on board assignments, facilitates and monitors organizational relationships between Partners and other partnering organizations, and facilitates the work of other board committees. Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an independent CPA firm. The Director of Finance and Executive Director review 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 Executive Committee. If a conflict should arise during the course of a board meeting, the individual with the potential conflict would abstain from voting. 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 Executive Committee approves the Executive Director's compensation and the process is documented in the committee minutes. The Executive Director approves the compensation for the Director of Finance 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 -507388 1753261 0 1 0.57910 0 1 1 0 0 0 0 0 0 0 0 0 1 1 0 0 1 0 0 PW Entrepreneurs L3C Q 84911 FMV