2026-04-01T15:13:36-05:00 2025-12-31 263151447 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2025-01-01 522022113 FONKOZE USA INC FONK 2026289033 1900 L STREET NW 304 WASHINGTON DC 20036 ERLANTZ HYPPOLITE EXECUTIVE DIRECTOR 2026289033 2026-04-02 1 JENNIFER S HAN P00633304 2022937000 2026-04-02 2025 2025-03-06 01:10:19Z ERLANTZ HYPPOLITE 1900 L STREET NW 304 WASHINGTON DC 20036 2796256 0 X WWW.FONKOZE.ORG X 1997 NY WORK TOGETHER TO EMPOWER HAITIANS, PRIMARILY WOMEN, TO LIFT THEIR FAMILIES OUT OF POVERTY. 10 10 8 10 0 0 1649806 2186126 0 0 114454 121944 116748 121190 1881008 2429260 888704 1137005 0 0 827576 888564 0 0 229115 506486 517672 2222766 2543241 -341758 -113981 5907120 6022388 3115928 3260158 2791192 2762230 X FONKOZE USA IS AN AMERICAN 501(C)3 NONPROFIT ORGANIZATION DEDICATED TO SECURING FINANCIAL AND TECHNICAL SUPPORT FOR ITS HAITIAN PARTNERS. IT EDUCATES THE AMERICAN PUBLIC ABOUT FONKOZE'S WORK IN HAITI, FACILITATES TECHNICAL ASSISTANCE FOR THE TWO HAITIAN ENTITIES, AND RAISES MONEY TO SUPPORT FONKOZE'S PROGRAMS. FONKOZE USA ALSO ACTS AS A CHANNEL FOR SOCIALLY RESPONSIBLE INVESTORS WHO WANT TO "INVEST" IN FONKOZE'S LOAN FUND BY LENDING THEIR MONEY AT SUBSIDIZED INTEREST RATES. FONKOZE USA GIVES AMERICAN DONORS ACCESS TO TAX ADVANTAGES AVAILABLE TO THE FULLEST EXTENT ALLOWED AND CONDUCTS THE NECESSARY DUE DILIGENCE ON FONKOZE'S OPERATIONS. 0 0 1090241 1090241 GRANTMAKING: FONKOZE USA RAISES PROGRAM FUNDS TO SUPPORT THE FONKOZE FAMILY OF ORGANIZATIONS IN HAITI. GRANTS, BOTH UNRESTRICTED AND RESTRICTED, SUPPORT A WIDE VARIETY OF FONKOZE'S PROGRAMS INCLUDING SOCIAL INCLUSION AND SELF-RESILIENCE, ADULT LITERACY AND EDUCATION, HEALTH INITIATIVES, AS WELL AS MICROCREDIT AND OTHER ECONOMIC EMPOWERMENT ACTIVITIES. THROUGH THESE PROGRAMS, HUNDREDS OF THOUSANDS OF ECONOMICALLY VULNERABLE AND DISENFRANCHISED HAITIANS ACROSS THE COUNTRY ARE NOT ONLY EQUIPPED WITH THE TOOLS AND RESOURCES NEEDED TO BREAK THE CYCLE OF POVERTY, BUT THEY ARE SUPPORTED THROUGHOUT THEIR JOURNEY. 592619 46764 TECHNICAL ASSISTANCE: TO SUPPORT FONKOZE FAMILY PROGRAMS AND CAPACITY BUILDING NEEDS, FONKOZE USA SUPPORTS ITS PARTNERS IN HAITI BY PROVIDING TECHNICAL ASSISTANCE. THIS INCLUDES (BUT IS NOT LIMITED TO) GRANT WRITING AND RESEARCH, COMMUNICATIONS AND BRAND MARKETING, AS WELL AS PARTNERSHIP FACILITATION AND SOCIAL LOAN MANAGEMENT. 329814 EDUCATION: FONKOZE USA EDUCATES THE AMERICAN PUBLIC ABOUT THE FONKOZE FAMILY'S EMPOWERING WORK THROUGHOUT HAITI. COMMUNICATIONS ARE DISSEMINATED THROUGH A NUMBER OF CHANNELS, INCLUDING FACE TO FACE, DIRECT MAIL, AND DIGITAL, TO ENGAGE AUDIENCES IN A HOLISTIC WAY. 2012674 1 1 0 0 0 0 0 0 0 1 1 0 1 0 1 1 1 0 0 0 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 1 9 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 AL AR CA FL GA HI IL KS KY MA MD MI MN MS NC NH NJ NM OR PA RI SC TN UT VA WI WV NY X X ERLANTZ HYPPOLITE 2026289033 1900 L STREET NW 304 WASHINGTON DC 20036 LAWRENCE ARBUTHNOTT CHAIR 2.00 X X 0 0 0 LISA W CLARK VICE-CHAIR 2.00 X X 0 0 0 ROBYN MORDENO TREASURER 2.00 X X 0 0 0 STEVEN CARTWRIGHT SECRETARY 2.00 X X 0 0 0 JEAN BELIZAIRE BOARD MEMBER 2.00 X 0 0 0 ROXANN THOMAS CHARGOIS BOARD MEMBER 2.00 X 0 0 0 R CLAUDIA CYRILL BOARD MEMBER 2.00 X 0 0 0 MACKENZIE KELLER BOARD MEMBER 2.00 X 0 0 0 CLIFFORD REGINALD NAU BOARD MEMBER 2.00 X 0 0 0 MELANIE STEGER BOARD MEMBER 2.00 X 0 0 0 ERLANTZ HYPPOLITE EXECUTIVE DIRECTOR 40.00 X 172845 0 2000 NAVNEET RANGRA CONTROLLER 40.00 X 114457 0 9457 KEVIN CAVANAUGH DIRECTOR OF RESOURCE DEVEL 40.00 X 117945 0 6000 MARGARET J PERKINS DIRECTOR OF COMMUNICATIONS 40.00 X 117550 0 0 522797 0 17457 4 0 1 0 0 2186126 207369 2186126 109912 109912 379028 366996 12032 12032 12032 CONTRACT INCOME 561499 116994 116994 MISCELLANEOUS REVENUE 900099 4196 4196 121190 2429260 0 0 243134 1137005 1137005 298759 142080 91833 64846 462443 331547 54407 76489 10932 7026 2226 1680 45164 38898 4530 1736 71266 45241 13418 12607 23053 12449 8299 2305 23536 12709 8473 2354 6879 6879 145343 70467 48002 26874 11365 9240 25 2100 37183 11345 21532 4306 51662 23130 18111 10421 56028 35615 10490 9923 59439 49563 5159 4717 21941 15886 3194 2861 53509 53509 4414 1341 2696 377 DUES AND SUBSCRIPTIONS 23320 15623 2178 5519 2543241 2012674 301452 229115 564968 459151 421765 538834 473188 269201 14356 0 2469505 2755953 16515 24126 13850 13850 0 0 1021788 1093466 856541 856541 68494 25116 5907120 6022388 45035 59128 549000 449000 2461415 2747862 60478 4168 3115928 3260158 X 2076901 2266999 714291 495231 2791192 2762230 5907120 6022388 -113981 85019 0 X X 0 1 X 1 0 X 2996259 2881034 2621312 1649806 2186126 12334537 2996259 2881034 2621312 1649806 2186126 12334537 2538481 9796056 135047 197422 184707 104355 109912 731443 98280 104468 116557 116748 116994 553047 13619027 0.71930 0.73390 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: CONTRACT INCOME - 2021 AMOUNT: $ 98,280. 2022 AMOUNT: $ 104,468. 2023 AMOUNT: $ 116,557. 2024 AMOUNT: $ 116,748. 2025 AMOUNT: $ 116,994. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1014134 122454 12032 1124556 969104 101140 56110 1014134 894859 74245 969104 1132843 -237984 894859 1063870 130673 61700 1132843 0.68150 0.17890 0.13960 0 0 13850 13850 0 0 INVESTMENT IN FONKOZE S.A. 856541 F 856541 OPERATING LEASE LIABILITY 4168 4168 X 2507400 85019 85019 2422381 6879 6879 2429260 2536362 0 2536362 6879 6879 2543241 PART V, LINE 4: THE BOARD OF DIRECTORS HAS INTERPRETED THE STATE PRUDENT MANAGEMENT OF INSTITUTIONAL FUNDS ACT (SPMIFA) AS REQUIRING THE PRESERVATION OF THE FAIR VALUE OF THE ORIGINAL GIFT AS OF THE GIFT DATE OF THE DONOR-RESTRICTED ENDOWMENT FUNDS ABSENT EXPLICIT DONOR STIPULATIONS TO THE CONTRARY. AS A RESULT OF THIS INTERPRETATION, THE ORGANIZATION CLASSIFIES AS NET ASSETS TO BE HELD IN PERPETUITY THE ORIGINAL VALUE OF GIFTS TO THE PERPETUAL ENDOWMENT. THE PERPETUAL ENDOWMENT FUND CURRENTLY CONSISTS OF A GENERAL ENDOWMENT FUND. THE DONOR OF THE GENERAL ENDOWMENT DID NOT SPECIFY HOW EARNINGS SHOULD BE USED. THE DONOR OF THE EDUCATION PORTION OF THE PERPETUAL ENDOWMENT FUND SPECIFIED THAT THE EARNINGS ON THOSE FUNDS SUPPORT EDUCATION PROGRAMMING. PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED ON AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEARS ENDED DECEMBER 31, 2025, AND 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION ON THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. 1 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 GRANTS 1137005 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, 0 0 PROGRAM SERVICES MICRO-FINANCING LOANS 2755952 0 0 0 0 0 0 3892957 0 3892957 CENTRAL AMERICA AND THE CARIBBEAN - ANTIGUA & BARBUDA, ARUBA, BAHAMAS, EDUCATION AND SUPPORT 1137005 WIRE TRANSFER 0 1 0 0 0 0 0 0 0 PART I, LINE 2: MOST GRANT EXPENSES ARE RELATED TO RESTRICTED GRANTS AND SOME UNRESTRICTED GRANTS. FOR RESTRICTED GRANTS, THE FOUNDATION PROVIDES A REPORT ABOUT ALLOCATING FUNDS TO VARIOUS PROGRAMS TO THE GRANTOR. UNRESTRICTED GRANTS COME FROM OUR OPERATIONS OPERATING ACCOUNTS SPECIFICALLY FOR CAPACITY BUILDING AND OTHER SPECIFIC PURPOSE REQUIREMENTS THE FOUNDATION HAS. PART I, LINE 3: IN ACCORDANCE WITH IRS INSTRUCTIONS, ALL AMOUNTS REPORTED IN PARTS I AND II OF SCHEDULE F ARE REPORTED USING THE ACCRUAL BASIS OF ACCOUNTING, WHICH IS THE SAME METHOD OF ACCOUNTING USED IN THE FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 1 0 ERLANTZ HYPPOLITE EXECUTIVE DIRECTOR 172845 0 0 0 0 0 2000 0 0 0 174845 0 0 0 PART I, LINE 7 FONKOZE USA MAY PROVIDE BONUSES OR OTHER FORMS OF INCENTIVE COMPENSATION TO CERTAIN EMPLOYEES BASED ON INDIVIDUAL PERFORMANCE, ACHIEVEMENT OF ORGANIZATIONAL GOALS, AND THE FONKOZE USA'S OVERALL FINANCIAL HEALTH. THE BOARD OF DIRECTORS OR A DESIGNATED COMPENSATION COMMITTEE REVIEWS AND APPROVES SUCH PAYMENTS TO ENSURE THEY ALIGN WITH FONKOZE USA'S COMPENSATION POLICIES AND INDUSTRY STANDARDS. 1. KEVIN CAVANAUGH - $4,750 2. NAVNEET RANGRA - $4,750 3. MARGARET J. PERKINS -$250 X 5 207369 FMV 0 1 0 PART I, COLUMN (B): THE TOTAL IN COLUMN (B) REPRESENTS THE TOTAL NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT FEDERAL FORM 990 IS REVIEWED BY FONKOZE USA'S FINANCIAL OFFICER, MEMBERS OF ITS BOARD OF DIRECTORS, AND AN INDEPENDENT CPA BEFORE BEING FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION REGULARLY AND CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY THROUGH INQUIRY OF ALL PARTIES. FORM 990, PART VI, SECTION B, LINE 15 THE COMPENSATION FOR OFFICERS AND OTHER KEY EMPLOYEES IS EVALUATED BY THE BOARD OF DIRECTORS. ANY COMPENSATION ADJUSTMENTS OR BONUS PAYMENTS FOR THE CEO REQUIRE THE CHAIR OF THE BOARD'S APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 FONKOZE USA MAKES ITS GOVERNING DOCUMENTS (BYLAWS), CONFLICT OF INTEREST POLICY, DONOR RIGHTS POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC THROUGH ITS WEBSITE. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. FONDASYON KOLE ZEPOL 119 AVENUE CHRISTOPHE PORTAUPRINCE HA DEVELOPMENT SERVICES AND PROGRAMS TO SUPPORT THE ULTRA-POOR HA N/A 0 SEVIS FINANSYE FONKOZE SA 119 AVENUE CHRISTOPHE PORTAUPRINCE HA MICROLOANS HA N/A C 0.03450 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 0 0 1 0 0