SYNERGOS INSTITUTE INC: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- SYNERGOS INSTITUTE INC (EIN 13-3392006)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-11-13
- IRS object ID
- 201403179349304410
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule G
- Schedule J
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-11-13T15:06:01-06:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 420714325 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MCGLADREY LLP | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1185 AVENUE OF THE AMERICAS | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 100362602 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 133392006 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE SYNERGOS INSTITUTE INC | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SYNE | BusinessNameControlTxt |
| Phone | 6469632126 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET 14TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | SHARON LUNGRIN | PersonNm |
| Person Title | SR DIR OF OPERATIONS | PersonTitleTxt |
| Phone | 2124478111 | PhoneNum |
| Signature | 2014-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MARTIN GREIF | PreparerPersonNm |
| PTIN | P00029738 | PTIN |
| Phone | 2123721000 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT DUNN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET 14TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,104,689 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.SYNERGOS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1986 | FormationYr |
| Legal Domicile State | NY | LegalDomicileStateCd |
| Activity Or Mission | SYNERGOS WORKS COLLABORATIVELY WITH LEADERS, INSTITUTIONS AND PARTNERSHIPS TO CREATE MORE JUST AND LASTING SOLUTIONS TO POVERTY. OUR MAJOR PARTNERSHIPS ARE IMPROVING EDUCATION IN BRAZIL, AGRICULTURE IN ETHIOPIA, MATERNAL AND CHILD HEALTH IN NAMIBIA, THE LIVES OF CHILDREN IN MOZAMBIQUE AND SOUTH AFRICA, AND CHILD NUTRITION. SYNERGOS ALSO WORKS WITH NETWORKS OF CIVIL SOCIETY LEADERS, PHILANTHROPISTS, AND SOCIAL INNOVATORS TO RAISE THEIR CAPACITY TO ADDRESS POVERTY AND RELATED SOCIAL PROBLEMS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 23 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 21 | VotingMembersIndependentCnt |
| Total Employee | 33 | TotalEmployeeCnt |
| Total Volunteers | 21 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,164,308 | PYContributionsGrantsAmt |
| CY Contributions Grants | $9,941,436 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $647,182 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,388,131 | CYProgramServiceRevenueAmt |
| PY Investment Income | $361,642 | PYInvestmentIncomeAmt |
| CY Investment Income | $452,122 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$99,138 | PYOtherRevenueAmt |
| CY Other Revenue | -$176,754 | CYOtherRevenueAmt |
| PY Total Revenue | $6,073,994 | PYTotalRevenueAmt |
| CY Total Revenue | $11,604,935 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $735,160 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,723,404 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,723,873 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,317,168 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $656,288 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $4,286,864 | PYOtherExpensesAmt |
| CY Other Expenses | $6,107,538 | CYOtherExpensesAmt |
| PY Total Expenses | $8,745,897 | PYTotalExpensesAmt |
| CY Total Expenses | $12,148,110 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,671,903 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$543,175 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $20,813,616 | TotalAssetsBOYAmt |
| Total Assets EOY | $21,209,321 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,318,419 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,601,741 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $18,495,197 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,607,580 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ENLISTING PUBLIC SUPPORT INCLUDING COLLABORATION WITH PARTNERSHIP GROUPS IN THE US, JAPAN, EUROPE AND SOUTHERN HEMISPHERE COUNTRIES TO OVERCOME POVERTY THROUGH THE PUBLIC, THE PRIVATE SECTOR AND OPINION MAKERS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $3,193,890 | ExpenseAmt |
| Grant | $833,695 | GrantAmt |
| Revenue | $133,415 | RevenueAmt |
| Desc | NETWORKS - SYNERGOS HAS 3 INTERNATIONAL NETWORKS. THROUGH OUR GLOBAL PHILANTHROPISTS CIRCLE, WE WORK WITH MORE THAN 250 PHILANTHROPISTS AND SOCIAL INVESTORS FROM OVER 25 COUNTRIES TO INCREASE THEIR IMPACT. OUR SENIOR FELLOWS MAKE UP A NETWORK OF ABOUT 150 CIVIL SOCIETY LEADERS FROM MORE THAN 40 COUNTRIES THAT HELPS MEMBERS INCREASE THEIR IMPACT, PARTICULARLY BY SERVING AS CATALYSTS FOR MULTI-SECTOR PARTNERSHIPS. AND OUR ARAB WORLD SOCIAL INNOVATORS PROGRAM SUPPORTS SOCIAL ENTREPRENEURS SERVING POOR AND MARGINALIZED COMMUNITIES IN EGYPT, JORDAN, LEBANON, MOROCCO, PALESTINE, AND THE UNITED ARAB EMIRATES. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $3,290,100 | ExpenseAmt |
| Grant | $785,387 | GrantAmt |
| Desc | AGRICULTURE IN ETHIOPIA - WE ARE IMPROVING LIVELIHOODS AND FOOD SECURITY OF SMALLHOLDER FARMERS THROUGHOUT ETHIOPIA. SYNERGOS WORKS WITH THE NATIONAL AGRICULTURAL TRANSFORMATION AGENCY AND THE MINISTRY OF AGRICULTURE, GUIDING COLLABORATION WITH DIVERSE STAKEHOLDERS AND STIMULATING INITIATIVES TO REMOVE SYSTEMIC BLOCKAGES. EARLY OUTCOMES INCLUDE REFORM OF PUBLIC POLICY ON SEED DISTRIBUTION AND INNOVATIONS THAT INCREASE YIELDS FOR TEF, AN IMPORTANT GRAIN. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $822,011 | ExpenseAmt |
| Grant | $104,322 | GrantAmt |
| Desc | SOUTHERN AFRICA - IN SOUTH AFRICA, WE RUN A LEADERSHIP PROGRAM FOR 100 LEADERS OF THE CHILD-CARE SECTOR WHOSE ORGANIZATIONS PROVIDE SERVICES TO MORE THAN TEN MILLION CHILDREN. IN MOZAMBIQUE AND SOUTH AFRICA WE WORK WITH LOCAL AND INTERNATIONAL PARTNERS TO UNDERSTAND AND ELIMINATE ISOLATION AS A CONTRIBUTOR AND CONSEQUENCE OF POVERTY AMONG ORPHANS AND VULNERABLE CHILDREN IN SOUTHERN AFRICA. AND WE WORK WITH MEMBERS OF OUR NETWORKS AND OTHER KEY STAKEHOLDERS IN THE REGION TO PROMOTE COLLABORATIVE SOLUTIONS TO POVERTY AND RELATED PROBLEMS. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $2,582,862 | ExpenseAmt |
| Revenue | $1,254,716 | RevenueAmt |
| Desc | PARTNERSHIPS SYNERGOS' PARTNERSHIPS PROGRAM IS A GLOBAL EFFORT TO CREATE SUSTAINABLE SOCIAL PROGRESS BY FORGING COLLABORATIONS THAT TRANSCEND TRADITIONAL SOCIAL BOUNDARIES. SYNERGOS BRINGS TOGETHER DIVERSE STAKEHOLDERS INCLUDING FROM AFFECTED COMMUNITIES, GOVERNMENT AND INTERGOVERNMENTAL ORGANIZATIONS, BUSINESS, NONPROFIT ORGANIZATIONS, PHILANTHROPY, AND OTHERS FOR JOINT ACTION. ACCOMPLISHMENTS OF THESE PARTNERSHIPS INCLUDE IMPROVED HEALTH AND NUTRITION FOR CHILDREN IN INDIA, AND FOUNDATIONS FOR IMPROVED EDUCATION IN BRAZIL AND COMMUNITY DEVELOPMENT IN MEXICO. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $2,582,862 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $1,254,716 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $9,888,863 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | Yes (1) | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | ForeignActivitiesInd |
| More Than5000 K To Org | Yes (1) | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | Yes (1) | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | Yes (1) | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | Yes (1) | TransactionWithControlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 60 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 33 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | SF | ForeignCountryCd |
| Foreign Country | CA | ForeignCountryCd |
| Foreign Country | WA | ForeignCountryCd |
| Foreign Country | ET | ForeignCountryCd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 23 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 21 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | Yes (1) | LocalChaptersInd |
| Policies Reference Chapters | Yes (1) | PoliciesReferenceChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SHARON LUNGRIN | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6469632106 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3 EAST 54TH STREET 14TH FLOOR | AddressLine1 |
| City | NEW YORK | City |
| State | NY | State |
| ZIP Code | 10022 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (32 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ROBERT H DUNN | ||||||||
| PRESIDENT & CEO | 35.00 | Yes (X) | Yes (X) | $280,761 | $0 | $26,054 | ||
| PEGGY DULANY | ||||||||
| CHAIRPERSON | 1.00 | Yes (X) | $0 | $0 | $9,970 | |||
| MONICA WINSOR | ||||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| HYLTON APPELBAUM | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DOUG BAILLIE | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| EDWARD BERGMAN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAVID DE FERRANTI | ||||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| MARCOS DE MORAES | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| YOUSSEF DIB | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ELLIOTT DONNELLEY | ||||||||
| DIRECTOR - FROM 10/1/13 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| PHILIPP ENGELHORN | ||||||||
| DIRECTOR | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | ||
| NILI GILBERT | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MAYRA HERNANDEZ | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| HADEEL IBRAHIM | ||||||||
| DIRECTOR - FROM 10/1/13 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAZA JAFAR | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| UDAY KHEMKA | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ZAINAB SALBI | ||||||||
| DIRECTOR - FROM 10/1/13 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| LIESEL PRITZKER SIMMONS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| KIM SAMUEL-JOHNSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ADELE SIMMONS | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RAJESH TANDON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DAPHNA TAPIERO | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| SALLY TIMPSON | ||||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| NOREEN CLARK | ||||||||
| DIRECTOR - THRU 10/1/13 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| BILL BOHNETT | ||||||||
| DIRECTOR - THRU 4/1/13 | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNA GINN | ||||||||
| SR. DIR. OF DEV. & COMMUNICATIONS | 35.00 | $210,127 | $0 | $24,512 | Yes (X) | |||
| SURITA SANDOSHAM | ||||||||
| SR. DIR. GLOBAL LEADER NETWORKS | 35.00 | $195,159 | $0 | $36,408 | Yes (X) | |||
| SHARON LUNGRIN | ||||||||
| SR. DIR. OF OPERATIONS | 35.00 | $147,386 | $0 | $25,912 | Yes (X) | |||
| RAJASH SARIN | ||||||||
| DIRECTOR - SERVICES | 35.00 | $145,609 | $0 | $26,953 | Yes (X) | |||
| GEORGE KHALAF | ||||||||
| SR. DIR. MIDDLE EAST N. AFRICA | 35.00 | $135,048 | $0 | $37,476 | Yes (X) | |||
| FERNE MELE | ||||||||
| DIRECTOR - DEVELOPMENT | 35.00 | $122,920 | $0 | $29,310 | Yes (X) | |||
| S L LE ROUX | ||||||||
| SR. DIR. PARTNERSHIPS S. AFRICA | 35.00 | $118,175 | $0 | $16,479 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,355,185 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $233,074 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 8 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| D-IMPLEMENT | |||||
| 508 MAIN STREET | WELMINGTON | DE | 19804 | ORG DEVELOPMENT & STRATEGIC SUPPORT | $556,973 |
| PRESENCING INSTITUTE LLC | |||||
| 1770 MASSACHUSETTES AVE 221 | CAMBRIDGE | MA | 02140 | ORG DEVELOPMENT & STRATEGIC SUPPORT | $220,331 |
| DALBERG CONSULTING USA LLC | |||||
| 1634 EYE STREET NW SUITE 300 | WASHINGTON | DC | 20006 | ORG DEVELOPMENT & STRATEGIC SUPPORT | $165,000 |
| ENRIC A NATALI | |||||
| 1312 N MENFORD PLACE | SEATTLE | WA | 98103 | ORG DEVELOPMENT & STRATEGIC SUPPORT | $103,974 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $1,717,914 | MembershipDuesAmt |
| Fundraising | $589,694 | FundraisingAmt |
| Government Grants | $1,569,344 | GovernmentGrantsAmt |
| All Other Contributions | $6,064,484 | AllOtherContributionsAmt |
| Noncash Contributions | $42,137 | NoncashContributionsAmt |
| Total Contributions | $9,941,436 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| PROGRAM CONSULTING FEES | 900099 | $1,254,716 | $1,254,716 |
| GLOBAL PHILANTHROPISTS TRIP REVEN | 900099 | $133,415 | $133,415 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,388,131 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $297,348 | TotalRevenueColumnAmt |
| Exclusion | $297,348 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $69,543 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $64,874 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $4,669 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,669 | TotalRevenueColumnAmt |
| Exclusion | $4,669 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,358,252 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,203,478 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,774 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,774 | TotalRevenueColumnAmt |
| Exclusion | $154,774 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $47,550 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $589,694 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $231,402 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$183,852 | TotalRevenueColumnAmt |
| Exclusion | -$183,852 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,429 | TotalRevenueColumnAmt |
| Exclusion | $2,429 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,429 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,604,935 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,388,131 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $275,368 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,723,404 | TotalAmt |
| Program Services | $1,723,404 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $782,991 | TotalAmt |
| Program Services | $523,021 | ProgramServicesAmt |
| Management And General | $170,662 | ManagementAndGeneralAmt |
| Fundraising | $89,308 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,681,530 | TotalAmt |
| Program Services | $1,791,203 | ProgramServicesAmt |
| Management And General | $584,473 | ManagementAndGeneralAmt |
| Fundraising | $305,854 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $126,713 | TotalAmt |
| Program Services | $84,641 | ProgramServicesAmt |
| Management And General | $27,619 | ManagementAndGeneralAmt |
| Fundraising | $14,453 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $531,962 | TotalAmt |
| Program Services | $355,339 | ProgramServicesAmt |
| Management And General | $115,948 | ManagementAndGeneralAmt |
| Fundraising | $60,675 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $193,972 | TotalAmt |
| Program Services | $129,569 | ProgramServicesAmt |
| Management And General | $42,279 | ManagementAndGeneralAmt |
| Fundraising | $22,124 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,602 | TotalAmt |
| Management And General | $77,602 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,528 | TotalAmt |
| Management And General | $106,528 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,863,584 | TotalAmt |
| Program Services | $2,776,875 | ProgramServicesAmt |
| Management And General | $53,056 | ManagementAndGeneralAmt |
| Fundraising | $33,653 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $99,103 | TotalAmt |
| Program Services | $66,145 | ProgramServicesAmt |
| Management And General | $29,269 | ManagementAndGeneralAmt |
| Fundraising | $3,689 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,632 | TotalAmt |
| Program Services | $68,540 | ProgramServicesAmt |
| Management And General | $1,280 | ManagementAndGeneralAmt |
| Fundraising | $812 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $364,709 | TotalAmt |
| Program Services | $280,070 | ProgramServicesAmt |
| Management And General | $59,624 | ManagementAndGeneralAmt |
| Fundraising | $25,015 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,083,941 | TotalAmt |
| Program Services | $983,139 | ProgramServicesAmt |
| Management And General | $58,866 | ManagementAndGeneralAmt |
| Fundraising | $41,936 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $676,914 | TotalAmt |
| Program Services | $643,578 | ProgramServicesAmt |
| Management And General | $19,747 | ManagementAndGeneralAmt |
| Fundraising | $13,589 | FundraisingAmt |
Interest InterestGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,468 | TotalAmt |
| Program Services | $10,714 | ProgramServicesAmt |
| Management And General | $57,660 | ManagementAndGeneralAmt |
| Fundraising | $1,094 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $414,133 | TotalAmt |
| Program Services | $303,722 | ProgramServicesAmt |
| Management And General | $77,779 | ManagementAndGeneralAmt |
| Fundraising | $32,632 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $67,389 | TotalAmt |
| Program Services | $48,586 | ProgramServicesAmt |
| Management And General | $13,246 | ManagementAndGeneralAmt |
| Fundraising | $5,557 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER EXPENES | $108,180 | $30,103 | $76,173 | $1,904 |
| BUILDING AND EQUIPMENT | $64,823 | $34,414 | $28,155 | $2,254 |
| EXTERNAL COMMUNICATIONS | $40,532 | $35,800 | $2,993 | $1,739 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,148,110 | TotalAmt |
| Program Services | $9,888,863 | ProgramServicesAmt |
| Management And General | $1,602,959 | ManagementAndGeneralAmt |
| Fundraising | $656,288 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,480 | BOYAmt |
| EOY | $369,513 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,766,329 | BOYAmt |
| EOY | $7,306,039 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,950,404 | BOYAmt |
| EOY | $806,971 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $127,257 | BOYAmt |
| EOY | $132,851 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $4,052,798 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,146,600 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,269,637 | BOYAmt |
| EOY | $1,906,198 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,981,826 | BOYAmt |
| EOY | $9,256,365 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $514,683 | BOYAmt |
| EOY | $1,431,384 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,813,616 | BOYAmt |
| EOY | $21,209,321 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $627,009 | BOYAmt |
| EOY | $1,072,949 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,691,410 | BOYAmt |
| EOY | $1,528,792 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,318,419 | BOYAmt |
| EOY | $2,601,741 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,093,252 | BOYAmt |
| EOY | $11,694,423 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,401,945 | BOYAmt |
| EOY | $6,913,157 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $18,495,197 | BOYAmt |
| EOY | $18,607,580 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,813,616 | BOYAmt |
| EOY | $21,209,321 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | -$543,175 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $841,036 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$185,478 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Consolidated Basis Fincl Stmt | Yes (X) | ConsolidatedBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | Yes (1) | FederalGrantAuditRequiredInd |
| Federal Grant Audit Performed | Yes (1) | FederalGrantAuditPerformedInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,873,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,460,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,016,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,164,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,941,436 | CurrentTaxYearAmt |
| Total | $38,455,228 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,873,104 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,460,135 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $14,016,245 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,164,308 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,941,436 | CurrentTaxYearAmt |
| Total | $38,455,228 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $11,540,403 | SubstantialContributorsTotAmt |
| Public Support Total170 | $26,914,825 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $505,772 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $472,700 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $585,026 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $273,849 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $366,891 | CurrentTaxYearAmt |
| Total | $2,204,238 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $97,582 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $34,500 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $8,700 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $103,364 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $49,979 | CurrentTaxYearAmt |
| Total | $294,125 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $40,953,591 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,669,788 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.65720 | PublicSupportCY170Pct |
| Public Support PY170 | 0.65630 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part IV Form990ScheduleAPartIVGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | SPECIAL EVENT - 2009 AMOUNT: $ 36,300. 2010 AMOUNT: $ 34,500. 2011 AMOUNT: $ 8,700. 2012 AMOUNT: $ 99,828. 2013 AMOUNT: $ 47,550. MISCELLANEOUS - 2009 AMOUNT: $ 61,282. 2012 AMOUNT: $ 3,536. 2013 AMOUNT: $ 2,429. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,012,880 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $1,290,729 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $1,338,630 | OtherExpendituresAmt |
| Administrative Expenses | $35,904 | AdministrativeExpensesAmt |
| End Year Balance | $9,929,075 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,485,023 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $808,307 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $250,000 | OtherExpendituresAmt |
| Administrative Expenses | $30,450 | AdministrativeExpensesAmt |
| End Year Balance | $10,012,880 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $10,229,689 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | -$207,617 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| Administrative Expenses | $37,049 | AdministrativeExpensesAmt |
| End Year Balance | $9,485,023 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $9,825,792 | BeginningYearBalanceAmt |
| Investment Earnings Or Losses | $936,152 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $500,000 | OtherExpendituresAmt |
| Administrative Expenses | $32,255 | AdministrativeExpensesAmt |
| End Year Balance | $10,229,689 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $8,348,844 | BeginningYearBalanceAmt |
| Contributions | $125,500 | ContributionsAmt |
| Investment Earnings Or Losses | $1,375,871 | InvestmentEarningsOrLossesAmt |
| Administrative Expenses | $24,423 | AdministrativeExpensesAmt |
| End Year Balance | $9,825,792 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 1.00000 | BoardDesignatedBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $3,403,337 | OtherCostOrOtherBasisAmt |
| Depreciation | $1,731,241 | DepreciationAmt |
| Book Value | $1,672,096 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $567,627 | OtherCostOrOtherBasisAmt |
| Depreciation | $352,533 | DepreciationAmt |
| Book Value | $215,094 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $81,834 | OtherCostOrOtherBasisAmt |
| Depreciation | $62,826 | DepreciationAmt |
| Book Value | $19,008 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,906,198 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (3 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| EQUITY | $5,239,778 | F |
| US BONDS | $2,607,828 | F |
| OTHER SECURITIES | $1,408,759 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $9,256,365 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER RECEIVABLE | Desc |
| Book Value | $1,431,384 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,431,384 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| CAPITAL LEASE OBLIGATION | $12,483 |
| DEFERRED RENT AND LEASE INCENTIVE | $1,516,309 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,528,792 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,458,730 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $841,036 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $63,365 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$115,480 | OtherRevenueAmt |
| Revenue Not Reported | $788,921 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,669,809 | RevenueSubtotalAmt |
| Other Revenues Not Included | -$64,874 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | -$64,874 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,604,935 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,276,349 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $63,365 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $63,365 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,212,984 | ExpensesSubtotalAmt |
| Other Expenses Not Included | -$64,874 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | -$64,874 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,148,110 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE PURPOSE OF THE PORTFOLIO IS TO GENERATE LONG-TERM FINANCIAL STABILITY AND INVESTMENT INCOME TO SUPPORT THE ON-GOING ACTIVITIES OF SYNERGOS INSTITUTE, AS A BOARD- RESTRICTED FUND. |
| PART X, LINE 2: | MANAGEMENT HAS EVALUATED THE ORGANIZATION'S INCOME TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2013 AND CONCLUDED THAT THE SYNERGOS INSTITUTE, INC., THE SYNERGOS INSTITUTE (SOUTH AFRICA), AND THE SYNERGOS NAMIBIA TRUST HAD TAKEN NO UNCERTAIN INCOME TAX POSITIONS THAT REQUIRE ADJUSTMENTS TO THE ACCOMPANYING CONSOLIDATED FINANCIAL STATEMENTS. THE SYNERGOS INSTITUTE (SOUTH AFRICA) CONTINUED TO UNDERTAKE PUBLIC BENEFIT ACTIVITIES IN COMPLIANCE WITH THE REQUIREMENTS OF PUBLIC BENEFIT ORGANIZATIONS UNDER THE LAWS OF SOUTH AFRICA. THE ACTIVITIES OF THE SYNERGOS NAMIBIA TRUST ARE IN COMPLIANCE WITH THE REQUIREMENTS OF A PUBLIC TRUST UNDER THE LAWS OF NAMIBIA. GENERALLY, THE SYNERGOS INSTITUTE, INC. IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2010, WHICH IS THE STANDARD STATUTE OF LIMITATIONS LOOK-BACK PERIOD. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | FOREIGN CURRENCY TRANSACTIONS LOSS -115,480. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES ALLOCATION -64,874. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | RENTAL EXPENSES ALLOCATION -64,874. |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp (5 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| SUB-SAHARAN AFRICA | 1 | 4 | PROGRAM SERVICES | CAPACITY BUILDING FOR MINISTRY OF HEALTH | $524,651 |
| SUB-SAHARAN AFRICA | 1 | 6 | PROGRAM SERVICES | SUPPORT OF LEADERSHIP FOR AGRICULTURE TRANSFORMATION AGENCY | $3,290,100 |
| SUB-SAHARAN AFRICA | 1 | 4 | PROGRAM SERVICES | SOCIAL CONNECTEDNESS AND THE CHILDREN'S SECTOR | $822,011 |
| SUB-SAHARAN AFRICA | INVESTMENTS | $464,060 | |||
| NORTH AMERICA | INVESTMENTS | $1,477,814 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 3 | SubtotalOfficesCnt |
| Subtotal Employees | 14 | SubtotalEmployeesCnt |
| Continutation Total Office | 0 | ContinutationTotalOfficeCnt |
| Continutation Total Employee | 0 | ContinutationTotalEmployeeCnt |
| Total Office | 3 | TotalOfficeCnt |
| Total Employee | 14 | TotalEmployeeCnt |
| Subtotal Spent | $6,578,636 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $6,578,636 | TotalSpentAmt |
Grants To Org Outside US GrantsToOrgOutsideUSGrp (8 entries)
| RegionRegionTxt | Purpose Of GrantPurposeOfGrantTxt | Cash GrantCashGrantAmt | Manner Of Cash DisbursementMannerOfCashDisbursementTxt |
|---|---|---|---|
| SUB-SAHARAN AFRICA | TO PROVIDE SEASONED CONSULTANTS ON A ROTATIONAL BASIS FOR THE ETHIOPIAN AGRICULTURAL TRANSFORMATION AGENCY(ATA) ANALYST POOL IN ORDER TO ASSIST IN BUILDING A STRONG ANALYST TEAM. TO ASSIST IN THE DEVELOPMENT OF A HIGH-PERFORMING ORGANIZATIONAL STRUCTURE AND CULTURE, IN ORDER TO ENSURE THAT THE AGENCY HAS ADEQUATE RESOURCES TO FULFILL ITS MANDATE. | $643,600 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | PROMOTE AGRICULTURAL SECTOR TRANSFORMATION BY SUPPORTING EXISTING STRUCTURE OF GOVERNMENT, PRIVATE SECTORS & OTHER NGO PARTNERS TO ADDRESS SYSTEMIC BOTTLENECKS IN DELIVERING ON A PRIORITY NATIONAL AGENDA FOR ACHIEVING GROWTH & FOOD SECURITY. | $108,905 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | TO ENSURE THAT THE OVERALL APPROACH AND STRATEGY OF THE ATA EFFECTIVELY INTEGRATES AND MAINSTREAMS GENDER INTO ITS CORE WORK. | $32,882 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | TO FACILITATE AND BUILD PROGRAMS THAT REDUCE ISOLATION AND SOCIAL EXCLUSION OF OVCS AND THAT HELP FACILITATE AND BUILD SYSTEMS THAT PROVIDE SOCIAL CONNECTEDNESS THROUGH AMONG OTHERS, NURTURING, ENABLING AND INCLUSIVE ENVIRONMENTS. | $104,322 | WIRE TRANSFER |
| MIDDLE EAST AND NORTH AFRICA | THE PIONEERS OF EGYPT REPRESENTS AN INVESTMENT IN THE NEW LEADERS OF EGYPT WHO HAVE A KEY ROLE TO PLAY IN BUILDING THE FUTURE OF THEIR COUNTRY. OVER THE COURSE OF THREE YEARS, PIONEERS OF EGYPT WILL EXPAND 50 SUCCESSFUL COMMUNITY-LED INITIATIVES PROMOTING ECONOMIC AND SOCIAL CHANGE, BUILD THE SKILLS AND LEADERSHIP CAPACITY OF 200 START-UP SOCIAL ENTREPRENEURS, PROVIDE INTERNSHIPS TO 1,000 EGYPTIAN YOUTH, AND INCREASE THE VISIBILITY AND PROFILE OF SOCIAL ENTREPRENEURSHIP IN EGYPT. | $552,000 | WIRE TRANSFER |
| MIDDLE EAST AND NORTH AFRICA | A PROGRAM THAT IMPROVE THE QUALITY OF LIFE FOR ABORIGINAL PEOPLES THROUGHOUT CANADA AND TO ENHANCE THE RELATIONSHIP BETWEEN ABORIGINAL AND NON-ABORIGINAL SOCIETIES | $143,130 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | TO FACILITATE AND BUILD PROGRAMS | $9,000 | WIRE TRANSFER |
| SUB-SAHARAN AFRICA | TO SUPPORT THE NAMIBIA RAIN FOREST PROJECT | $5,565 | WIRE TRANSFER |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 0 | Total501c3OrgCnt |
| Total Other Org | 8 | TotalOtherOrgCnt |
Foreign Individuals Grants ForeignIndividualsGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Type Of Assistance | AWARD TO SOCIAL INNOVATORS TO EXPAND THEIR ENTREPRENUERSHIP VENTURES AND IMPACT. | TypeOfAssistanceTxt |
| Region | MIDDLE EAST AND NORTH AFRICA | RegionTxt |
| Recipient | 12 | RecipientCnt |
| Cash Grant | $124,000 | CashGrantAmt |
| Manner Of Cash Disbursement | WIRE TRANSFER | MannerOfCashDisbursementTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | SUB-GRANTS MADE BY SYNERGOS TO ENTITIES AND INDIVIDUALS OUTSIDE THE UNITED STATES REQUIRE A LETTER OF AGREEMENT BETWEEN SYNERGOS AND THE SUB-GRANTEE. SYNERGOS REQUIRES PROGRESS REPORTS AND FINAL REPORTS FROM ALL SUB-GRANTEES. BOTH NARRATIVE AND FINANCIAL REPORTS ARE REQUIRED. EXPENSES INCURRED BY THE SUBGRANTEE IN CARRYING OUT THE FUNDED ACTIVITY MUST BE FULLY DOCUMENTED BY THE SUBGRANTEE. DEPENDING ON THE SIZE AND NATURE OF THE SUBGRANT, SYNERGOS STAFF MAY VISIT THE SUBGRANTEE REGULARLY TO ASSESS PROGRESS AND RESULTS. | ExplanationTxt |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | DINNER | NameOfEvent1Amt |
| Gross Receipts Event1 | $637,244 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $589,694 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $47,550 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $9,476 | RentFacilityCostsEvent1Amt |
| Other Direct Expenses Event1 | $221,926 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $637,244 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $589,694 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $47,550 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $9,476 | RentFcltyCostsTotalEventsAmt |
| Oth Direct Expnss Total Events | $221,926 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $231,402 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$183,852 | NetIncomeSummaryAmt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ROBERT H DUNN | ||||||||||||||
| PRESIDENT & CEO | $280,761 | $0 | $0 | $0 | $0 | $0 | $12,750 | $0 | $13,304 | $0 | $306,815 | $0 | $0 | $0 |
| ANNA GINN | ||||||||||||||
| SR. DIR. OF DEV. & COMMUNICATIONS | $210,127 | $0 | $0 | $0 | $0 | $0 | $9,717 | $0 | $14,795 | $0 | $234,639 | $0 | $0 | $0 |
| SURITA SANDOSHAM | ||||||||||||||
| SR. DIR. GLOBAL LEADER NETWORKS | $195,159 | $0 | $0 | $0 | $0 | $0 | $9,857 | $0 | $26,551 | $0 | $231,567 | $0 | $0 | $0 |
| SHARON LUNGRIN | ||||||||||||||
| SR. DIR. OF OPERATIONS | $147,386 | $0 | $0 | $0 | $0 | $0 | $3,144 | $0 | $22,768 | $0 | $173,298 | $0 | $0 | $0 |
| RAJASH SARIN | ||||||||||||||
| DIRECTOR - SERVICES | $145,609 | $0 | $0 | $0 | $0 | $0 | $6,782 | $0 | $20,171 | $0 | $172,562 | $0 | $0 | $0 |
| GEORGE KHALAF | ||||||||||||||
| SR. DIR. MIDDLE EAST N. AFRICA | $135,048 | $0 | $0 | $0 | $0 | $0 | $6,752 | $0 | $30,724 | $0 | $172,524 | $0 | $0 | $0 |
| FERNE MELE | ||||||||||||||
| DIRECTOR - DEVELOPMENT | $122,920 | $0 | $0 | $0 | $0 | $0 | $6,146 | $0 | $23,164 | $0 | $152,230 | $0 | $0 | $0 |
Schedule M IRS990ScheduleM
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 2 | ContributionCnt |
| Noncash Contributions Rpt F990 | $42,137 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | FMV | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | 0 | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, COLUMN (B): | FormAndLineReferenceDesc |
| Explanation | IN PART I, LINE 9, COLUMN B REPRESENTS THE NUMBER OF DONORS. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | DATA IS GATHERED FOR THE FORM 990 BY THE CFO, ASSISTED BY THE HR, DEVELOPMENT AND PROGRAM STAFFS. A QUESTIONNAIRE CONTAINING ALL DATA RELEVANT TO THE FORM 990 IS COMPLETED ON THE BASIS OF THE DATA COLLECTED. THE FORMAT OF THE QUESTIONNAIRE HAS BEEN DESIGNED BY SYNERGOS' OUTSIDE AUDIT AND ACCOUNTING FIRM. ATTACHMENTS AND CLARIFICATIONS TO THE QUESTIONNAIRE ARE PREPARED CONCURRENT TO COMPLETION OF THE QUESTIONNAIRE. THE 990 QUESTIONNAIRE DATA AND ALL ATTACHMENTS ARE THEN REVIEWED IN DETAIL BY THE CFO PRIOR TO BEING SENT TO THE ORGANIZATION'S ACCOUNTING FIRM. THE QUESTIONNAIRE IS THEN REVIEWED BY THE ACCOUNTING FIRM WHO WILL SEEK ANY CLARIFICATIONS, IF NECESSARY. THEY WILL THEN PREPARE A DRAFT FORM 990 BASED ON THE INFORMATION PROVIDED IN THE QUESTIONNAIRE AND ATTACHMENTS. THE DRAFT OF THE FORM 990 IS SENT BACK TO THE ORGANIZATION BY THE ACCOUNTING FIRM FOR REVIEW AND APPROVAL. THE SENIOR FINANCE MANAGER WILL REVIEW THE DRAFT 990 AND THE CFO WILL PROVIDE FINAL REVIEW. AN OVERVIEW OF THE SIGNIFICANT SECTIONS OF THE DRAFT FORM 990 IS PROVIDED TO SENIOR DIRECTORS OF THE ORGANIZATION, AND FULL COPIES GIVEN TO THE CEO AND BOARD MEMBERS FOR THEIR REVIEW, QUESTIONS AND COMMENTS. ANY NECESSARY CORRECTIONS ARE MADE WITH THE OUTSIDE ACCOUNTING FIRM AND THE FINAL FORM 990 IS PREPARED. A REVIEW OF THE FINAL DOCUMENT WITH ATTACHMENTS IS COMPLETED BY THE SENIOR FINANCE MANAGER AND CFO PRIOR TO SIGNATURE. THE 990 IS THEN SIGNED AND SUBMITTED TO THE US GOVERNMENT. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY AND REQUIRES ALL NEW EMPLOYEES AND BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST STATEMENT, WHICH IS KEPT ON FILE AT THE ORGANIZATION. EMPLOYEES AND BOARD MEMBERS ARE REMINDED OF THE CONFLICT OF INTEREST POLICY ON AN ANNUAL BASIS (AT MINIMUM) AND THE ORGANIZATION REQUIRES ALL BOARD MEMBERS TO SIGN A CONFLICT OF INTEREST STATEMENT ANNUALLY. THESE ARE KEPT ON FILE AT THE ORGANIZATION. FURTHER MONITORING OF THE CONFLICT OF INTEREST POLICY OCCURS INFORMALLY THROUGHOUT THE YEAR: DURING ANNUAL AND MID-YEAR REVIEWS BETWEEN EMPLOYEES AND SUPERVISORS, AND DURING FORMAL AND INFORMAL MEETINGS WITH BOARD MEMBERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE CEO'S COMPENSATION IS REVIEWED AND SET ANNUALLY BY THE BOARD OF DIRECTORS. IN PREPARATION FOR THIS PROCESS, THE BOARD OF DIRECTORS REVIEWS THE COMPENSATION OF SIMILAR LEADERSHIP POSITIONS OF ORGANIZATIONS OF SIMILAR SIZE, TYPE AND BUDGET IN ORDER TO ENSURE THAT THE CEO'S COMPENSATION FALLS WITHIN A COMPARABLE RANGE FOR SIMILAR ROLES AND RESPONSIBILITIES IN THE INDUSTRY AND REGION. COMPENSATION FOR ALL OTHER EMPLOYEES IS SET BY THE CEO IN CONSULTATION WITH OTHER SENIOR STAFF. THE HUMAN RESOURCES DEPARTMENT OBTAINS SALARY SURVEY INFORMATION ANNUALLY IN ORDER TO PROVIDE DATA ON CURRENT SALARY RANGES FOR COMPARABLE POSITIONS AT ORGANIZATIONS OF SIMILAR SIZE, TYPE AND BUDGET. THIS INFORMATION IS MADE AVAILABLE TO THE CEO AND SENIOR MANAGEMENT SO THAT SALARY DECISIONS REFLECT COMPETITIVE AND COMPARABLE RANGES FOR SIMILAR POSITIONS AT SIMILAR ORGANIZATIONS. COMPENSATION FOR EACH POSITION IS REVIEWED BY SENIOR MANAGEMENT AND THE CEO DURING THE ANNUAL BUDGETING PROCESS AND SALARY RANGES FOR EACH POSITION FOR THE COMING YEAR ARE DETERMINED AT THAT TIME. A CONSIDERATION OF COST OF LIVING INCREASES IN THE REGION IN THE PAST YEAR IS TAKEN INTO ACCOUNT, INCLUDING KNOWLEDGE OF WHAT SIMILAR ORGANIZATIONS ARE DOING FOR THEIR STAFF WITH REGARD TO COST OF LIVING INCREASES. THE ORGANIZATION HAS IN SOME YEARS, BUT NOT ALL YEARS, MADE COMPENSATION ADJUSTMENTS ACROSS THE BOARD TO REFLECT COST OF LIVING INCREASES. ALL COMPENSATION CHANGES FOR EMPLOYEES ARE APPROVED BY THE CEO PRIOR TO ANNOUNCING OR INSTITUTING THE CHANGES. |
| FORM 990, PART VI, SECTION C, LINE 19 | FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY AND GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D). |
| FORM 990, PART IX, LINE 11G | PROGRAM CONSULTANTS: PROGRAM SERVICE EXPENSES 1,270,791. MANAGEMENT AND GENERAL EXPENSES 23,739. FUNDRAISING EXPENSES 15,057. TOTAL EXPENSES 1,309,587. PROJECT CONSULTANTS: PROGRAM SERVICE EXPENSES 1,506,084. MANAGEMENT AND GENERAL EXPENSES 29,317. FUNDRAISING EXPENSES 18,596. TOTAL EXPENSES 1,553,997. |
| FORM 990, PART XI, LINE 9: | FOREIGN CURRENCY TRANSACTIONS LOSS -115,480. LOSS ON UNCOLLECTIBLE PLEDGES -69,998. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGOS INSTITUTE - SOUTH AFRICA | BusinessNameLine1 |
Foreign Address ForeignAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | NO67 4TH AVENUE MELVILLE | AddressLine1 |
| Province Or State | JOHANNESBURG | ProvinceOrState |
| Country | SF | Country |
| Postal Code | 2092 | PostalCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Activities | DEVELOPING & SUSTAINING PARTNERSHIPS & NETWORKS - AIMS TO REDUCE POVERTY | PrimaryActivitiesTxt |
| Legal Domicile Foreign Country | SF | LegalDomicileForeignCountryCd |
| Exempt Code Section | SEC 21 OF COMPANIES | ExemptCodeSectionTxt |
| Public Charity Status | N/A | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | Yes (1) | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Transactions Related Org TransactionsRelatedOrgGrp
Other Organization Name OtherOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SYNERGOS INSTITUTE - SOUTH AFRICA | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Transaction Type | O | TransactionTypeTxt |
| Involved | $74,407 | InvolvedAmt |
| Method Of Amount Determination | TIME | MethodOfAmountDeterminationTxt |
Comments