2014-05-09T13:45:59-05:00 2013-06-30 911194016 CLARK NUBER PS 10900 NE 4TH STREET SUITE 1700 BELLEVUE WA 98004 990 2012-07-01 820574491 GLOBAL PARTNERSHIPS GLOB 2066528773 1932 FIRST AVENUE NO 400 SEATTLE WA 98101 MIKE GALGON 2066528773 2014-05-09 1 JANE M SEARING P00000565 4254544919 2014-05-05 2012 2015-11-30 17:44:51Z RICK BECKETT 1932 FIRST AVENUE NO 400 SEATTLE WA 98101 5768444 0 X WWW.GLOBALPARTNERSHIPS.ORG X 2002 WA WE INVEST IN PARTNERSHIPS WITH LOCAL ORGANIZATIONS THAT USE MARKET-BASED SOLUTIONS TO EXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY. BY TAPPING INTO THE POTENTIAL OF MARKET FORCES TO BRING ABOUT LONG-LASTING CHANGE FOR IMPOVERISHED FAMILIES, WE ARE ABLE TO HAVE A GREATER, MORE SUSTAINABLE IMPACT. 16 7 22 87 0 0 3265785 1920197 3321814 3718386 17805 6738 -78890 -63779 6526514 5581542 0 457679 0 0 1855980 2364209 0 0 711306 2511582 2796641 4367562 5618529 2158952 -36987 50085552 65600783 42396268 57948486 7689284 7652297 GLOBAL PARTNERSHIPS (GP) IS A NONPROFIT IMPACT INVESTOR WHOSE MISSION IS TO EXPAND OPPORTUNITY FOR PEOPLE LIVING IN POVERTY. WE PIONEER AND INVEST IN SUSTAINABLE SOLUTIONS THAT HELP IMPOVERISHED PEOPLE EARN A LIVING AND IMPROVE THEIR LIVES. 0 0 4547908 457679 3718386 DURING FISCAL YEAR 2013, GLOBAL PARTNERSHIPS (GP) INVESTED IN A PORTFOLIO OF 40 MICROFINANCE INSTITUTIONS (MFIS), SOCIAL BUSINESSES AND COOPERATIVES IN 11 COUNTRIES IN LATIN AMERICA AND THE CARIBBEAN. GP IS STAFFED BY A TEAM OF 26 EMPLOYEES IN OFFICES IN SEATTLE, WASHINGTON AND MANAGUA, NICARAGUA. OUR INVESTMENTS ARE FOCUSED AROUND FOUR IMPACT AREAS: HEALTH SERVICES, RURAL LIVELIHOODS, GREEN TECHNOLOGY AND MICROENTREPRENEURSHIP. ACROSS THESE IMPACT AREAS, WOMEN CURRENTLY COMPRISE A MAJORITY (78%) OF THE PEOPLE OUR PARTNERS SERVE. THROUGH OUR PARTNERS, WE CONTINUE OUR COMMITMENT IN EMPOWERING WOMEN TO IMPROVE THEIR LIVES AND THE LIVES OF THEIR FAMILIES. 4547908 1 1 0 0 0 0 0 0 0 0 1 0 1 0 1 0 1 0 0 1 1 1 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 0 0 0 1 0 0 0 0 1 71 0 1 22 1 0 1 NU 0 0 0 1 1 0 0 0 0 X 16 7 1 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 WA X X X MARGARET PHILIP 2066528773 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 WILLIAM H CLAPP 1.00 0.00 X 0 0 0 PAULA CLAPP 1.00 0.00 X 0 0 0 DEAN C ALLEN 1.00 0.00 X X 0 0 0 STEVE DAVIS 1.00 0.00 X X 0 0 0 KURT DELBENE 1.00 0.00 X 0 0 0 WALTER EUYANG 1.00 0.00 X 0 0 0 CURTIS FRASER 1.00 0.00 X 0 0 0 MIKE GALGON 1.00 0.00 X X 0 0 0 ENRIQUE GODREAU III 1.00 0.00 X 0 0 0 BERT GREEN MD 1.00 0.00 X 0 0 0 GREGG JOHNSON 1.00 0.00 X 0 0 0 TESSA KEATING 1.00 0.00 X 0 0 0 MATTHEW MCBRADY 1.00 0.00 X 0 0 0 EDDIE POPLAWSKI 1.00 0.00 X 0 0 0 JANE STONECIPHER 1.00 0.00 X 0 0 0 MAGGIE WALKER 1.00 0.00 X 0 0 0 RICK BECKETT 40.00 0.00 X 239069 0 75561 MARK COFFEY 40.00 0.00 X 175073 0 26526 MARGARET PHILIP 40.00 0.00 X 102223 0 14471 ELIZABETH CASTLEBERRY 40.00 0.00 X 129024 0 16660 LARA DIACONU 40.00 0.00 X 108801 0 14780 754190 0 147998 5 0 1 0 0 3830 458602 1457765 76739 1920197 SOCIAL INV LOANS INT 523999 3410209 3410209 LOAN COMMITMENT FEES 523999 207117 207117 PROGRAM EXP REIMB 900099 101060 101060 3718386 7260 7260 73817 74339 -522 -522 -522 48784 458602 112563 -63779 -63779 5581542 3718386 0 -57041 457679 457679 644691 428044 143765 72882 1354238 912380 82027 359831 62974 38302 4340 20332 173770 128335 8154 37281 128536 86317 10849 31370 88850 84910 1115 2825 45445 23472 21973 106980 67618 18561 20801 53301 14969 2108 36224 71643 39598 4226 27819 173120 122315 14377 36428 195963 138853 13264 43846 1719848 1719848 38072 29386 2396 6290 49606 26546 23060 LOAN FEES 157655 157655 SOCIAL INV LOSS ALLOW 24007 24007 BANK CHARGES 21917 13494 5264 3159 50234 34180 3836 12218 5618529 4547908 359315 711306 21398 21346 8581156 16512098 1626249 1053558 38690 18963 248832 123699 155068 125133 39317917 47456384 345074 413301 50085552 65600783 381297 476375 3050000 3250000 38885283 54135283 79688 86828 42396268 57948486 X 5669533 6019650 2019751 1632647 7689284 7652297 50085552 65600783 -36987 0 X 0 1 X 1 0 X 3472833 1710671 1565143 3265785 1920197 11934629 3472833 1710671 1565143 3265785 1920197 11934629 1180113 10754516 72473 15769 25268 17297 7260 138067 7866 6050 659 3098 17673 12090369 13408262 0.88950 0.87310 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS - 2008 AMOUNT: $ 146. REIMBURSED EXPENSES - 2008 AMOUNT: $ 7,720. 2009 AMOUNT: $ 6,050. 2010 AMOUNT: $ 659. 2011 AMOUNT: $ 3,098. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 29674 8457 21217 106844 61802 45042 112314 53440 58874 125133 OTHER INVESTMENTS 50000 F SOCIAL INVESTMENT LOANS RECEIVABLE 47406384 F 47456384 DEFERRED RENT LIABILITY 86828 86828 6384916 690811 690811 5694105 -112563 -112563 5581542 6421903 690811 112563 803374 5618529 0 5618529 PART XI, LINE 4B - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES -112,563. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 112,563. 1 CENTRAL AMERICA AND THE CARIBBEAN 1 7 PGM SERVICES & SOCIAL INVESTMENTS MANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS 419000 SOUTH AMERICA 0 0 PGM SERVICES & SOCIAL INVESTMENTS MANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS 318000 NORTH AMERICA 0 0 PGM SERVICES & SOCIAL INVESTMENTS MANAGEMENT OF PROGRAMS & SOCIAL INVESTMENTS 21000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 SOCIAL INVESTMENT LOAN 10104000 SOUTH AMERICA 0 0 SOCIAL INVESTMENT LOAN 33828000 NORTH AMERICA 0 0 SOCIAL INVESTMENT LOAN 4462000 CENTRAL AMERICA AND THE CARIBBEAN 0 0 PROGRAM GRANTS MADE IN FYE 2013 405000 SOUTH AMERICA 0 0 PROGRAM GRANTS MADE IN FYE 2013 53000 1 7 0 0 1 7 49610000 0 49610000 CENTRAL AMERICA AND THE CARIBBEAN HEALTH & GREEN TECHNOLOGY SERVICES CAPACITY BUILDING TO BENEFIT PEOPLE LIVING IN POVERTY. 155197 WIRES CENTRAL AMERICA AND THE CARIBBEAN HEALTH SERVICES CAPACITY BUILDING TO BENEFIT PEOPLE LIVING IN POVERTY. 119589 WIRES CENTRAL AMERICA AND THE CARIBBEAN HEALTH SERVICES CAPACITY BUILDING TO BENEFIT PEOPLE LIVING IN POVERTY. 130000 WIRES SOUTH AMERICA HEALTH SERVICES CAPACITY BUILDING TO BENEFIT PEOPLE LIVING IN POVERTY. 52893 WIRES 4 0 0 0 0 0 0 0 PROCEDURE FOR MONITORING GRANTS OUTSIDE THE U.S.: SCHEDULE F, PART I, LINE 2: GP STAFF MONITOR GRANTS DISBURSED TO LOCAL IMPLEMENTING PARTNERS BOTH VIA ON-SITE MONITORING VISITS AND THROUGH QUARTERLY FINANCIAL AND PROGRAM REPORTS RECEIVED FROM EACH ENTITY. METHOD USED TO ACCCOUNT FOR EXPENDITURES: SCHEDULE F, PART I, LINE 3: ACCRUAL BUSINESS OF HOPE LUNCHEON 507386 458602 48784 13073 41772 57718 507386 458602 48784 13073 41772 57718 112563 -63779 X 1 1 X X X X 0 0 0 0 0 0 0 0 0 RICK BECKETT 229838 0 0 0 9231 0 51153 0 24408 0 314630 0 0 0 MARK COFFEY 175073 0 0 0 0 0 10980 0 15546 0 201599 0 0 0 PART I, LINE 1A THE CEO RECEIVES "OTHER PAY" EQUAL TO THE EMPLOYEE COST OF HIS DEPENDENT HEALTH PREMIUMS. THIS "OTHER PAY" WAS TREATED AS TAXABLE INCOME. THIS COMPENSATION WAS PART OF THE APPROVED PAY PER THE EXECUTIVE COMMITTEE. ROOTS AND WINGS ENTITY CONTROLLED MORE THAN 35% BY MIKE GALGON, BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 475000 475000 0 1 1 STEVE DAVIS BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 200000 200000 0 1 1 KURT DELBENE BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 250000 250000 0 1 1 THE SEATTLE INTERNATIONAL FOUNDATION ENTITY CONTROLLED MORE THAN 35% BY BILL AND PAULA CLAPP, BOARD MEMBERS GP SOCIAL INVESTMENT LOAN X 1200000 1200000 0 1 1 EDWARD POPLAWSKI BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 50000 50000 0 1 1 DEAN ALLEN BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 200000 200000 0 1 1 JANE STONECIPHER BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 100000 100000 0 1 1 DONNA LOU SPOUSE OF PETER BLADIN, FORMER BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 250000 250000 0 1 1 TESSA KEATING BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 50000 50000 0 1 1 HERRAY FOUNDATION ENTITY CONTROLLED MORE THAN 35% BY SPOUSE OF MIKE GALGON, BOARD MEMBER GP SOCIAL INVESTMENT LOAN X 475000 475000 0 1 1 3250000 X 8 74339 COST OR SELLING PRICE X EVENT EXPENSE 2 2400 FAIR MARKET VALUE 0 0 1 0 METHOD FOR DETERMINING NUMBER OF CONTRIBUTIONS: PART I, COLUMN (B): NUMBER OF CONTRIBUTIONS IS EQUAL TO THE NUMBER OF UNIQUE DONORS. FORM 990, PART I, LINE 6 GLOBAL PARTNERSHIPS RELIED ON VOLUNTEER HOURS FROM NEARLY 90 INDIVIDUALS IN FISCAL YEAR 2013. OUR MOST SIGNIFICANT VOLUNTEER SUPPORT CAME FROM OUR BOARD OF DIRECTORS AND ADVISORY COMMITTEE MEMBERS, WHO VOLUNTEERED THEIR LEADERSHIP EXPERTISE OVER THE COURSE OF THE YEAR. BEYOND THE LEADERSHIP OF THE ORGANIZATION, THERE WERE MANY VOLUNTEERS WHO ASSISTED US WITH THE PREPARATION FOR AND EXECUTION OF OUR ANNUAL BUSINESS OF HOPE LUNCHEON AS WELL AS OTHER FUNDRAISING AND INFORMATIONAL EVENTS. WE ALSO RECEIVED VOLUNTEER ASSISTANCE THROUGHOUT THE YEAR WITH GENERAL OFFICE SUPPORT AND SPECIAL PROJECTS. IN ADDITION TO THE VOLUNTEERS, GLOBAL PARTNERSHIPS RECEIVED SIGNIFICANT PRO BONO SUPPORT FROM SEVEN LAW FIRMS IN FISCAL YEAR 2013. THESE SEVEN FIRMS PROVIDED A COMBINED TOTAL OF MORE THAN 1,100 HOURS OF PRO BONO LEGAL SERVICES THAT WERE ESSENTIAL TO GLOBAL PARTNERSHIPS' ABILITY TO EXECUTE ITS WORK THROUGHOUT LATIN AMERICA AND THE CARIBBEAN. FORM 990, PART VI, SECTION A, LINE 1 THE EXECUTIVE COMMITTEE MAY ACT ON BEHALF OF THE BOARD OF DIRECTORS BETWEEN REGULARLY SCHEDULED MEETINGS AND ARE RESPONSIBLE FOR ALL MATTERS NOT ASSIGNED TO A SPECIFIC BOARD COMMITTEE. THE MEMBERS OF THE EXECUTIVE COMMITTEE INCLUDE THE BOARD CHAIR AND THE CHAIRPERSONS OF EACH OF THE BOARD COMMITTEES. ALL OF THE MEMBERS OF THE EXECUTIVE COMMITTEE ARE VOTING MEMBERS OF THE GP BOARD. FORM 990, PART VI, SECTION A, LINE 2 WILLIAM H. CLAPP AND PAULA CLAPP HAVE A FAMILY RELATIONSHIP. FORM 990, PART VI, SECTION B, LINE 11 THE CIOO AND VICE PRESIDENT OF FINANCE REVIEW THE FORM 990, AS PREPARED BY THE EXTERNAL TAX ACCOUNTANTS, TO ENSURE ITS ACCURACY AND COMPLETENESS. THE FORM 990 IS THEN PRESENTED TO THE EXECUTIVE COMMITTEE, A SUB COMMITTEE OF THE BOARD OF DIRECTORS, FOR REVIEW AND APPROVAL. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST QUESTIONNAIRES ARE COMPLETED BY ALL OFFICERS AND DIRECTORS. OTHER EMPLOYEES COMPLETE QUESTIONNAIRES AT DATE OF HIRE AND WHENEVER ADDITIONAL DISCLOSURE REQUIREMENTS ARISE. THE COMPLETED QUESTIONNAIRES ARE REVIEWED BY THE CEO AND VICE PRESIDENT OF FINANCE. IF A CONFLICT OF INTEREST OCCURS, THE INDIVIDUAL IS NOT ALLOWED TO VOTE ON ANY ISSUES WHICH WOULD BE RELATED TO THE CONFLICT OF INTEREST DURING THE DURATION OF THE PERIOD THAT THE CONFLICT OF INTEREST EXISTS. ADDITIONALLY, THE CONFLICT OF INTEREST WOULD BE DISCLOSED TO THE ENTIRE BOARD. FORM 990, PART VI, SECTION B, LINE 15 EACH YEAR THE ANNUAL LABOR BUDGET IS APPROVED IN ADVANCE BY THE EXECUTIVE COMMITTEE, A SUB COMMITTEE OF THE BOARD OF DIRECTORS. THIS EXECUTIVE COMMITTEE ALSO ANNUALLY REVIEWS THE CEO COMPENSATION USING MARKET COMPARABILITY DATA TO INFORM AND SET COMPENSATION. THE CEO REVIEWS AND SETS OTHER OFFICER COMPENSATION ANNUALLY. FORM 990, PART VI, SECTION C, LINE 19 THE ANNUAL REPORT, AUDITED FINANCIALS AND THE FORM 990 ARE POSTED ON THE ORGANIZATION'S WEBSITE. GP FUND MANAGEMENT LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 203550156 FUND MANAGEMENT DE 869140 77032 GLOBAL PARTNERSHIPS GLOBAL PARTNERSHIPS MICROFINANCE FUND 2006 LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 208219947 FUND & MANAGE SOCIAL INVESTMENT LOANS DE 0 898 GLOBAL PARTNERSHIPS GLOBAL PARTNERSHIPS MICROFINANCE FUND 2008 LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 263382695 FUND & MANAGE SOCIAL INVESTMENT LOANS DE 1608869 21089654 GLOBAL PARTNERSHIPS GLOBAL PARTNERSHIPS SOCIAL INVESTMENT FUND 2010 LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 320308627 FUND & MANAGE SOCIAL INVESTMENT LOANS DE 1796673 24994579 GLOBAL PARTNERSHIPS GLOBAL PARTNERSHIPS SOCIAL INVESTMENT FUND 50 LLC 1932 FIRST AVENUE SUITE 400 SEATTLE WA 98101 383889550 FUND & MANAGE SOCIAL INVESTMENT LOANS DE 105807 15511047 GLOBAL PARTNERSHIPS