2014-04-24T14:01:59-05:00 2013-06-30 363990892 Capin Crouse LLP 972 Emerson Parkway STE A Greenwood IN 46143 990 2012-07-01 383293173 Partners Worldwide PART 6168184913 6139 Tahoe Drive SE Grand Rapids MI 495467126 Doug Seebeck 6168184913 2014-04-24 1 David C Moja P00747006 3178852620 2012 2015-11-30 17:44:51Z William Brown 6139 Tahoe Drive SE Grand Rapids MI 495467126 5248054 0 X www.partnersworldwide.org X 1997 MI Creating global partnerships focused on business growth and job creation 13 11 20 203 0 0 4381633 4451747 28537 127775 36405 181292 3030 31991 4449605 4792805 1025776 905428 0 0 650118 1519011 0 0 395908 1711652 1600992 3387546 4025431 1062059 767374 5534224 6349438 417264 447927 5116960 5901511 Connecting business and professional people in global partnerships focused on business growth and job creation which transform the lives of all involved. 0 0 3426756 905428 159766 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 6,834 jobs in 2012/2013 and the retention of 44,572 jobs. 3426756 1 1 0 0 0 0 0 0 0 0 1 1 1 0 0 1 1 0 0 1 1 1 1 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 1 1 0 0 1 20 0 1 20 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 Director July12- 5.00 X X 0 0 0 Rob Tribken President July12- 5.00 X X 0 0 0 Ron David 2.00 X X 0 0 0 Kathie Hoekstra 2.00 X X 0 0 0 Al Caperna 2.00 X 0 0 0 Brad Haverkamp 2.00 X 0 0 0 Roberto Matus 2.00 X 0 0 0 Roger Bairstow 2.00 X 0 0 0 Jack Vanderploeg 2.00 X 0 0 0 Ken Vangilst 2.00 X 0 0 0 Roy Zuidema 2.00 X 0 0 0 Don Byker 2.00 X 0 0 0 Samuel Grottis 2.00 X 0 0 0 Doug Seebeck 50.00 X 92262 0 23370 William Brown 50.00 X 52130 0 8673 144392 0 32043 0 0 0 0 0 4451747 4451747 Events and Conferences 900099 127775 127775 127775 100769 100769 535772 455249 80523 80523 80523 Other Income 900099 31991 31991 31991 4792805 159766 0 181292 20000 20000 885428 885428 185874 86190 57416 42268 1185283 1032217 32881 120185 21376 10500 3149 7727 71486 35999 5330 30157 54992 27012 8102 19878 18020 70 17950 16000 16000 5200 5200 39396 1215 2421 35760 119266 87336 8708 23222 20846 14750 3048 3048 502886 476410 2025 24451 48804 46023 227 2554 36383 21829 7277 7277 10049 10049 Food Production 430987 430987 Operations 231685 129320 46134 56231 Field Development and P 74351 74351 47119 47119 4025431 3426756 202767 395908 18723 39797 1356526 761442 280245 82925 22000 14100 354351 1321861 22302 29660 998678 147617 875717 851061 1956976 2078067 615710 1066149 31674 104376 5534224 6349438 115597 133039 1667 14888 300000 300000 417264 447927 X 2654465 3994483 2462495 1907028 5116960 5901511 5534224 6349438 767374 17177 0 X 0 1 X 1 0 X 4695412 3802675 3464246 4381633 4451747 20795713 4695412 3802675 3464246 4381633 4451747 20795713 5179922 15615791 59243 42788 25180 36418 100769 264398 45151 35385 5007 3030 31991 120564 21180675 276494 0.73730 0.77810 X Schedule A, Part II, Line 10, Explanation of Other Income: Other Income - 2008 Amount: $ 45,151. 2009 Amount: $ 35,385. 2010 Amount: $ 5,007. 2011 Amount: $ 3,030. 2012 Amount: $ 31,991. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 350000 350000 529420 70127 459293 119258 77490 41768 851061 Barnabas Ct Balanced Fund 2078067 C 2078067 Investment in Affiliate 1066149 C 1066149 X 5130659 17177 320677 337854 4792805 0 4792805 4346108 320677 320677 4025431 0 4025431 Description of Uncertain Tax Positions Under FIN 48: 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, 2013, PW 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 3 7 Program Services Job Creation 58816 South America 1 1 Program Services Job Creation 6911 South Asia 1 1 Program Services Job Creation 12008 Sub-Saharan Africa 3 4 Program Services Job Creation 1224287 South America 1 1 Grants to Recipients 6911 South Asia 1 1 Grants to Recipients 12008 Sub-Saharan Africa 3 4 Grants to Recipients 824309 Central America and the Caribbean 3 7 Grants to Recipients 42200 16 26 0 0 16 26 2187450 0 2187450 South America Business development 6911 Wire South Asia Business development 12008 Wire Sub-Saharan Africa Business development 15465 Wire Sub-Saharan Africa Business development 10000 Wire Sub-Saharan Africa Business development 212250 Wire Sub-Saharan Africa Business development 8591 Wire Sub-Saharan Africa Clean water 167917 Wire Sub-Saharan Africa Clean water 44682 Well equipment Cost Sub-Saharan Africa Business development 154060 Wire Sub-Saharan Africa Agricultural programs 20000 Wire Sub-Saharan Africa Agricultural programs 60000 Wire Sub-Saharan Africa Community development 15000 Wire Sub-Saharan Africa Agricultural programs 65004 Wire Sub-Saharan Africa Agricultural programs 15940 Wire Sub-Saharan Africa Agricultural programs 12000 Wire Sub-Saharan Africa Agricultural programs 8400 Wire Central America and the Caribbean Business development 17500 Wire Central America and the Caribbean Business development 17500 Wire Central America and the Caribbean Community development 7200 Wire 12 7 Business development Sub-Saharan Africa 1 15000 Wire 0 0 1 0 0 0 Procedure for Monitoring Grants Outside the U.S.: Schedule F, Part I, Line 2: Metrics are entered quarterly 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. Method Used to Acccount for Expenditures: Schedule F, Part I, Line 3: Expenditures are accounted for using the accrual method of accounting. Filing of Form 5471 Schedule F, Part IV, Line 3 Partnership Worldwide is indirectly invested in a foreign corporation through its investment PW Entrepreneurs L3C. PW Entrepreneurs L3C has satisfied the taxpayers 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 Gaston Point CDC 1104 Lewis Ave Gulfport MS 39501 640960507 501 (c) 3 20000 Wire Business training 1 0 Procedure for Monitoring Grants in the U.S.: Part I, Line 2: Schedule I, 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. PW Entrepreneurs L3C Partnership owned by Al Caperna (trustee), Don Byker (trustee) and PW 1066149 Al Caperna, Don Byker, and Partners Worldwide are partners in PW Entrepreneurs L3C. The amount of transaction disclosed is the total amount invested by Partners Worldwide (PW) per the instructions. 0 Form 990, Part VI, Section B, line 11 The Form 990 is prepared by an independent CPA firm. The review process is delegated by the Board to the Audit Committee. The Audit Committee and the Finance Committee review the 990 and report to the Board prior to filing. 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, the individual would abstain from voting. Form 990, Part VI, Section B, line 15 All employees are reviewed annually by their supervisors, with input from their peers, and the Board. The President is reviewed by the Executive Committee of the Board. Compensation is proposed in the annual budget by the management team based upon reviewing published wages of similar positions in the geographic area, and having considered the financial status of the organization. The budget is reviewed by the finance committee of the Board, and if passed, forwarded to the Board for review and approval. The budget, as approved by the Board, is the basis for staff compensation, subject to their performance reviews. Form 990, Part VI, Section C, line 19 The annual report can be downloaded from the website. The governing documents and conflict of interest policy are available upon request. Executive Committee Form 990, Part VI, Section A, Line 1a 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. 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 -28388 613006 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 29626 FMV PW Entrepreneurs L3C B 450439 FMV