2013-11-13T15:29:26-07:00 2013-06-30 990 2012-07-01 351019477 HEIFER PROJECT INTERNATIONAL HEIF 5019072600 1 World Avenue Little Rock AR 722022863 Robert Bloom 5019072600 2013-11-13 2012 2016-02-25 16:41:14Z Pierre Ferrari 1 World Avenue Little Rock AR 72202 111025602 0 X WWW.HEIFER.ORG X 1953 AR Since 1944, Heifer Project International has helped 20.7 million families in more than 125 countries move toward greater self-reliance through the gifts of livestock, plants and training in environmentally-sound agriculture. 19 19 348 1800 0 0 110152404 106290321 1346770 956827 -282525 194797 1170224 1419175 112386873 108861120 61509080 59176581 0 0 20176002 20587789 1022043 1804633 20328394 32948683 41811532 115655808 123380535 -3268935 -14519415 174943967 167422547 21965142 23329502 152978825 144093045 The organization's mission is to work with communities to end hunger and poverty and care for the earth. 0 0 71342359 5859366 0 International Development: Sustainability: Heifer provides gifts of food and income-producing livestock, as well as education and information about their care and feeding, to families and communities in need so that they may become self-reliant and establish sustainable livelihoods and enhanced access to food and income. Heifer works in partnership with local organizations and each family is expected to Pass on the Gift of livestock and knowledge through the gift of the first female offspring and training to another family in need, multiplying the gift and thus benefiting entire communities. 21120667 0 956827 International Development: Education: Heifer works to educate people of all ages in the United States and elsewhere around the world about the root causes, the contributors to and the challenges of global hunger and poverty, and to teach them how to become part of the solution. Heifer learning centers empower people to learn through experience what it feels like to be poor and hungry and provides programs and lessons that inspire them to take some action toward ending hunger and poverty. 1213063 0 0 International Development: Agro-ecology: Heifer provides gifts of seeds, grains and trees and teaches farmers and families geographically appropriate and resource-sound agricultural practices that enhance and increase crop productivity and are good for the environment. Heifer works with local organizations to increase farmer's access to markets to improve economic benefit and increase personal gain from what they grow. This allows farmers to enhance food security and sovereignty, increase local food options and availability and provide safe and affordable locally grown foods. Heifer's work is guided in its approach by its 12 Cornerstones, including Passing on the Gift, accountability, sharing and caring, gender and family focus, genuine need and justice and full participation. All contribute to Heifer's values-based and holistic approach to giving people a hand up, not a hand out to a better, richer life. 0 0 0 93676089 1 0 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 1 0 1 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 109 0 1 348 1 0 1 AL AM BG BL BR CA CB CM EC GG GH GT HA HO ID IN KE KV LH LO MI MK MX MZ NP NU PE PL RO RP RS RW SG SL TH TZ UG UP 0 0 0 1 1 0 0 0 0 X 19 19 0 0 0 0 0 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA RI SC SD TN TX UT VA VT WA WI WV WY X X Robert Bloom 5019072600 1 World Avenue Little Rock AR 72202 Dr Donald Hammond 1 0 X 0 0 0 Arlene Withers 1 0 X 0 0 0 Efrain Diaz Arrivillaga 1 0 X 0 0 0 Bennett Cohen 1 0 X 0 0 0 C Devendra 1 0 X 0 0 0 Norman Doll 1 0 X 0 0 0 Francine Anthony 1 0 X 0 0 0 Susan B Fulton 1 0 X 0 0 0 Susan Grant 1 0 X 0 0 0 Sandra Grant 1 0 X 0 0 0 Sandra Godden 1 0 X 0 0 0 Franklin Ishida 1 0 X 0 0 0 June Hee Kim 1 0 X 0 0 0 Skirma Kondratas 1 0 X 0 0 0 Dr Johnson Nkuuhe 1 0 X 0 0 0 George Petty 1 0 X 0 0 0 Susan Sanders 1 0 X 0 0 0 Charles Stewart 1 0 X 0 0 0 Jay Wittmeyer 1 0 X 0 0 0 Robert Bloom 50 0 X 190077 0 30335 Cindy Jones-Nyland 50 0 X 177138 0 24117 Pierre Ferrari 50 0 X 284371 0 37462 Steve Denne 50 0 X 215106 0 34541 Cathy Sanders 50 0 X 112474 0 24198 Pietro Turilli 50 0 X 112209 0 24044 Mahendra Lohani 50 0 X 111658 0 20435 Oscar Castaneda 50 0 X 108793 0 20324 Leesa Ferguson 50 0 X 105315 0 11341 Chad Avery 50 0 X 93076 0 22411 Jesus Pizarro Rodriguez 50 0 X 92113 0 13734 Elizabeth Bintliff 50 0 X 86513 0 22213 Kimberly Ahlgrim 50 0 X 86200 0 10154 Hervil Cherubin 50 0 X 109982 0 13035 Christy Moore 50 0 X 100418 0 22546 James Neal 0 0 X 161507 0 0 2146950 0 330890 12 1 1 0 MDS Communications Corporation 545 West Juanita Avenue Meza AZ 85210 Telemarketing Services 1242993 Premier Staffing 10901 Financial Centre Parkway Little Rock AR 72221 Provides temporary staffing 799012 Craver Mathews Smith Company 4121 Wilson Blvd Arlington VA 22203 Fundraising Consultant 777000 Merkle Little Rock 500 President Clinton Avenue Little Rock AR 72201 Marketing Data Analysis 513897 Blackbaud 2000 Daniel Island Drive Charleston SC 29492 Customer relationship management software consulting 410796 21 1384697 0 135653 0 478397 104291574 1755886 106290321 Education Revenue 611710 909780 909780 0 0 Conference Center 611710 36000 36000 0 0 Educational Study Tours 611710 11047 11047 0 0 0 0 0 0 956827 11058 0 0 11058 0 0 0 0 0 0 0 0 294995 0 0 0 294995 0 294995 0 0 294995 1748990 232014 1748836 48429 154 183585 183739 0 0 183739 22289 135653 82666 -60377 0 -60377 0 0 0 0 0 0 558492 284551 273941 0 0 273941 International miscellaneous revenue 900099 778750 778750 0 0 Livestock 110000 78862 78862 0 0 53004 53004 0 0 910616 108861120 1867443 0 703356 1241562 1241562 0 0 57935019 57935019 0 0 2489095 1291946 873936 323213 0 0 0 0 13760504 7999584 2561114 3199806 1469638 923224 236866 309548 1636005 948653 319155 368197 1232547 721978 233819 276750 0 0 0 0 425382 143230 245820 36332 646231 535065 106066 5100 0 0 0 0 1804633 1804633 0 0 0 0 5280565 3440268 806340 1033957 4156645 2370971 105892 1679782 468681 310432 86113 72136 1392121 668219 361951 361951 0 0 0 0 1463524 897776 290959 274789 1810590 1224361 245157 341072 0 0 0 0 258389 130383 33404 94602 585925 0 585925 0 0 0 0 0 2251662 1283883 619706 348073 434195 221440 138942 73813 Printing and other media expenses 9221126 4886370 544535 3790221 Postage shipping and freight 7800300 4273848 352188 3174264 Other personnel expenses 1188371 554295 310659 323417 Bank and Credit Card Fees 891946 0 0 891946 3535879 1673582 317505 1544792 123380535 93676089 9376052 20328394 X 14629932 8838790 0 5791142 44125465 39023616 11376572 5404728 923764 896718 4335076 3499379 0 0 0 0 0 0 681850 589983 691364 589575 77732715 26415208 53220193 51317507 217502 265910 0 0 0 0 0 0 59372181 65835131 174943967 167422547 5079820 7238570 0 0 0 0 16445000 15430000 0 0 0 0 0 0 0 0 440322 660932 21965142 23329502 X 61827743 61041533 27735262 17419436 63415820 65632076 152978825 144093045 174943967 167422547 X -14519415 9941 0 0 0 5623694 X 0 1 X 1 0 X 102831459 115047381 124772557 110436116 106290321 559377834 0 0 0 0 0 0 0 0 0 0 0 0 102831459 115047381 124772557 110436116 106290321 559377834 51318105 508059729 721382 472442 345187 300797 306053 2145861 930 1950 0 0 0 2880 2767391 2768216 2685829 2211591 2164627 12597654 574124229 9710143 0.88493 0.8903 X Program Service Revenue $956,827 Gain on securities sales $154 Special Events $22,889 Merchandise Net Income $273,941 Miscellaneous Income $910,616 0 11942902 11942902 0 45200052 10495099 34704953 0 0 0 0 0 13237680 10958304 2279376 0 7352081 4961805 2390276 51317507 Interest in Net Assets of Heifer International Foundation 65835131 65835131 0 Refundable Advances 660932 660932 X 114895230 9941 0 0 5941503 5951444 108943786 0 -82666 -82666 108861120 123463201 0 0 0 82666 82666 123380535 0 0 0 123380535 SchD_P10_S00_L02 Schedule D, Part X, Line 2 In June, 2006, the FASB issued guidance, Accounting for Uncertainty in Income Taxes, now codified with ASC Topic 740, Income Taxes providing guidance for recognizing and measuring tax positions in a tax return that may affect amounts reported in the financial statements. The Organization adopted this guidance for the fiscal year ended June 30, 2011 and noted no uncertain tax positions requiring adjustment to the financial statements to comply with the provisions of this guidance. SchD_P11_S00_L02d Schedule D, Part XI, Line 2d Change in interest in net assets of Heifer International Foundation $5,941,503 SchD_P11_S00_L04b Schedule D, Part XI, Line 4b Revenue and direct expenses for special fundraising events are separately reported in audited financial statements SchD_P12_S00_L02d Schedule D, Part XII, Line 2d Revenue and direct expenses for special fundraising events are netted in IRS Form 990 verse reported separately in the audited financial statments 1 Sub-Saharan Africa 12 299 Program Services Heifer provides gifts of food and income producing livestock, as well as education and information about their care and feeding. 19635073 North America (including Canada and Mexico, but not the United States) 2 5 Program Services Heifer provides gifts of food and income producing livestock, as well as education and information about their care and feeding. 584594 Central America and the Caribbean 4 51 Program Services Heifer provides gifts of food and income producing livestock, as well as education and information about their care and feeding. 4778063 South America 3 49 Program Services Heifer provides gifts of food and income producing livestock, as well as education and information about their care and feeding. 6974823 East Asia and the Pacific 7 104 Program Services Heifer provides gifts of food and income producing livestock, as well as education and information about their care and feeding. 5834466 South Asia 3 68 Program Services Heifer provides gifts of food and income producing livestock, as well as education and information about their care and feeding. 4696997 Russia and the newly independent States 4 41 Program Services Heifer provides gifts of food and income producing livestock, as well as education and information about their care and feeding. 4996658 Europe (including Iceland and Greenland) 5 32 Program Services Heifer provides gifts of food and income producing livestock, as well as education and information about their care and feeding. 4574983 40 649 52075657 North America (including Canada and Mexico, but not the United States) The purpose of grant is to provide general support for institutional strengthening of Heifer partner organization 460259 Wire Transfer 0 FMV Europe (including Iceland and Greenland) Institutional strengthening 300000 Wire Transfer 0 FMV Europe (including Iceland and Greenland) Institutional strengthening 100000 Wire Transfer 0 FMV East Asia and the Pacific Institutional strengthening 510347 Wire Transfer 0 FMV East Asia and the Pacific The purpose of grant is to provide general support for institutional strengthening of Heifer partner organization 300000 Wire Transfer 0 FMV Sub-Saharan Africa Institutional strengthening 427301 Wire Transfer 0 FMV Sub-Saharan Africa East Africa Dairy Development Subcontractor 2623698 Wire transfer 0 FMV Sub-Saharan Africa East Africa Dairy Development Subcontractor 596963 Wire transfer 0 FMV Sub-Saharan Africa East Africa Dairy Development Subcontractor 332676 Wire transfer 0 FMV Sub-Saharan Africa East Africa Dairy Development Subcontractor 208122 Wire transfer 0 FMV 9 1 1 0 0 0 0 0 SchF_P01_S00_L02 Schedule F, Part I, Line 2 HPI monitors grants in accordance with the Letter of Agreement between HPI and grantee. The grantee is required to submit financial and progress reports every year according to a format provided by HPI. The grantee shall maintain separate financial statements and records for the activities kept in accordance with the GAAP. Written receipts for all expenses and other supporting documents are required to be kept on file for at least 6 years after the end of the grant period. X X X X X X X 1 Cravers Mathews Smith 1900 Campus Commons Drive Reston VA 20191 Consults with Heifer International in-house marketing staff on direct response marketing strategies. 0 32491185 777000 31714185 MDS Communications 545 W Juanita Avenue Mesa AZ 85210 Consults with Heifer in-house marketing staff on telemarketing and provides telemarketing services. 0 1012872 1242993 -230121 Eaglecom 641 Lexington Ave New York NY 10022 Consults with Heifer on response-generating DRTV fundraising. 0 0 157600 -157600 33504057 2177593 31326464 All States Beyond Hunger 114503 100003 14500 0 0 0 42194 0 3118 Feast in the Field 39925 35650 4275 0 0 28886 8468 0 0 0 154428 135653 18775 0 0 28886 50662 0 3118 82666 -63891 1 East Arkansas Enterprise Community 1000 Airport Road Forrest City AR 72336 010570543 501(C)(3) 790137 Cash to create community food enterprises for healthy, local, organic food and to create jobs in communities linking small-scale farmers to larger and diverse markets. Appalachian District Health Department 126 Poplar Grove Connector Boone NC 28607 566001534 115 451425 Cash to create community food enterprises for healthy, local, organic food and to create jobs in communities linking small-scale farmers to larger and diverse markets. 1 1 SchI_P01_S00_L02 Schedule I, Part I, Line 2 Heifer Project International (HPI) monitors grants in accordance with the Letter of Agrement between HPI and grantee. The grantee is required to submit financial and progress reports every year according to a format provided by HPI. The grantee shall maintain separate financial statements and records for the activities kept in accordance with GAAP. Written receipts for all expenses and other supporting documents are required to be kept on file for at least 6 years after the end of the grant period. X X X X X 1 0 0 0 0 0 0 0 0 Pierre Ferrari 284371 0 0 0 0 0 0 0 37462 0 321833 0 0 0 Steve Denne 215106 0 0 0 0 0 0 0 34541 0 249647 0 0 0 Robert Bloom 190077 0 0 0 0 0 0 0 30335 0 220412 0 0 0 Cindy Jones-Nyland 177138 0 0 0 0 0 0 0 24117 0 201255 0 0 0 James Neal 0 0 0 0 161507 0 0 0 0 0 161507 0 0 0 SchJ_P01_S00_L04 Schedule J, Part I, Line 4 James Neal $161,507: Separation / Consulting Agreements A City of Little Rock Arkansas Heifer Project International Public Facilities Board 800311736 2008-12-05 5700000 Financing and refinancing capital improvements 0 0 0 B City of Little Rock Arkansas Heifer Project International Public Facilities Board 800311736 2008-12-05 4300000 Financing and refinancing capital improvements 0 0 0 C City of Little Rock Arkansas Heifer Project International Public Facilites Board 800311736 2009-02-02 9300000 Financing and refinancing capital improvements 0 0 0 A 1140000 0 5700000 0 0 0 33640 0 0 5666360 0 0 2010 0 0 1 1 B 860000 0 4300000 0 0 0 25377 0 0 4274623 0 0 2011 0 0 1 1 C 1870000 0 9300000 0 0 0 30903 0 0 9276949 0 0 2011 0 0 1 1 A 0 0 0 0 0 0 0 0 0 1 B 0 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 0 1 A 0 0 0 0 1 0 0 0 1 B 0 0 0 0 0 0 0 0 1 C 0 0 0 0 0 0 0 0 1 A 1 B 1 C 1 X 301 1748990 Value at time of receipt X Miscellaneous 5 6896 Fair Market Value 0 0 1 0 F990_P06_S0A_L07a Form 990, Part VI, Section A, Line 7a According to the articles of incorporation and bylaws of Heifer Project International the Board of Directors shall include "Five Covenant Agency Directors; one appointed by the Church of the Brethren". F990_P06_S0B_L11b Form 990, Part VI, Section B, Line 11b An initial draft of Heifer International's Form 990 was completed by its internal staff, with assistance from an external accounting and advisory firm engaged to provide a third party review. The draft was then circulated for further review, via electronic mail, to a group of four (4) Heifer International Board Members. A telephonic meeting was held on November 7, 2013, during which Heifer International's internal staff presented the draft to the group, and accepted comments and questions. While this group did review and provide comments and questions, Heifer International's Board relied upon Heifer International's internal staff to properly complete the Form 990. Heifer International staff then made adjustments and modifications to the draft and, with continuing assistance from the external firm, finalized its Form 990. Once the Form 990 was final it was delivered to all Heifer International Board Members via electronic mail, and then e-filed with the Internal Revenue Service. F990_P06_S0B_L12c Form 990, Part VI, Section B, Line 12c Heifer has had a code of conduct in place since March of 2000 for its Board of Directors, and the code of conduct contains a conflict of interest section. Heifer has had a conflict of interest policy in place for its employees since December of 2001. Board members are required to annually disclose interests that could give rise to conflicts. Employees are encouraged to report suspected conflicts of interest to their supervisors or to human resources. In addition, Heifer provides an anonymous confidential reporting outlet for use in reporting behavior or activities that appear to violate Heifer policies. Both the board and senior management address conflicts of interest on a case-by-case basis as they arise. F990_P06_S0B_L15 Form 990, Part VI, Section B, Line 15 In accordance with governance policies and procedures, the president and CEO's performance is reviewed annually. Merit increases, base salary adjustments and or bonuses are considered as part of that review and monitoring process. The Heifer Board of Directors utilizes an independent analysis conducted by an outside consulting firm to assist in the analysis and subsequent recommendations for compensation adjustments. The approach used by the consulting firm utilizes market data obtained from two highly regarded national compensation surveys of not for profit organizations and data on total cash compensation for CEOs of nine organizations with comparable mission, scope and operating budget based on information obtained from IRS form 990s. Each member of the Heifer Board of Directors has the opportunity to complete and submit a performance evaluation form for the CEO. The results are compiled and reviewed with the CEO by the executive committee of the board. The executive committee then presents, for approval, its findings and recommendations to the full Board of Directors. These findings and recommendations include adjustments to compensation if warranted and supported by organizational funding availability and independent market analysis. F990_P06_S0C_L19 Form 990, Part VI, Section C, Line 19 Audited financial statements are available upon request; other select documents are made available for inspection at Heifer Project International headquarters in Little Rock, Arkansas. F990_P11_S00_L09 Form 990, Part XI, Line 9 Change in interest in net assets of Heifer International Foundation $5,941,503 Foreign Currency Translation Adjustment ($317,809)