2024-11-07T16:16:57-06:00 2023-12-31 BDO USA 8401 GREENSBORO DRIVE 800 MCLEAN VA 22102 990 2023-01-01 560942853 POPULATION SERVICES INTERNATIONAL % KIM SCHWARTZ POPU 2027850072 1120 19TH ST NW Suite 600 WASHINGTON DC 20036 KIM SCHWARTZ SVP & CFO 2027850072 2024-11-06 true true Marc Berger P01871563 7038930600 2024-09-26 2023 2024-10-15 13:58:12Z KARL HOFMANN 1120 19TH ST NW600 WASHINGTON DC 20036 364382073 false X WWW.PSI.ORG X 1970 NC PSI - ACCELERATING PROGRESS TOWARDS UNIVERSAL HEALTH ACCESS. 17 17 350 17 278605 243692 357694950 347939049 0 0 1034961 1577032 80142 169605 358810053 349685686 139706697 130519631 0 0 97595029 97261047 278495 185207 1531685 120748703 125321911 358328924 353287796 481129 -3602110 280206524 296765409 205078120 221082630 75128404 75682779 PSI MAKES IT EASIER FOR ALL PEOPLE TO LEAD HEALTHIER LIVES AND PLAN THE FAMILIES THEY DESIRE. false false 318576982 130519631 0 PSI FOCUSES ON GLOBAL HEALTH, INCLUDING THE AREAS OF SEXUAL AND REPRODUCTIVE HEALTH, MALARIA, HIV/AIDS, WATER, SANITATION, AND HYGIENE. PSI APPROACHES CARE FROM THE CONSUMERS' PERSPECTIVE, PROVIDING LIFE-SAVING INFORMATION, PRODUCTS, AND SERVICES TO TACKLE SOME OF THE WORLD'S MOST PRESSING HEALTH PROBLEMS SO THAT PEOPLE CAN LEAD HEALTHIER, HAPPIER, AND MORE PRODUCTIVE LIVES. PSI AIMS TO MAKE UNIVERSAL HEALTH COVERAGE MORE OF A REALITY, BY IMPROVING THE MARKET FOR PRODUCTS AND SERVICES, AND BY DEVELOPING SOLUTIONS THAT ARE AFFORDABLE, CONVENIENT, AND EFFECTIVE. 318576982 true true false true false false false false false false true false false true true true false true false true true true false true false false false true false true true false false false false false false false false false false true false false false true true true true false false true X 75 0 true 350 true true true true false false false false false false false false false false X 17 17 false false false false false false false true true false true true true true true true true true true true false AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WI WY X X KIM SCHWARTZ 2027850072 1120 19TH ST NW 600 WASHINGTON DC 20036 X KARL W HOFMANN PRESIDENT AND CEO 50.0 0.0 X 441188 0 46875 MICHAEL HOLSCHER CHIEF DELIVERY OFFICER 50.0 0.0 X 410548 0 48005 KIM SCHWARTZ SENIOR VICE PRESIDENT & CFO 50.0 0.0 X 400158 0 34037 BRANDON GUZZONE CHIEF HUMAN RESOURCE OFFICER 50.0 0.0 X 333435 0 35988 NILUFER LOY GENERAL COUNSEL 50.0 0.0 X 269991 0 41438 SUSAN MUKASA VP, GLOBAL OPERATIONS, AFRICA 50.0 0.0 X 253454 0 43577 JULIA ROBERTS VP, GLOBAL FUNDRAISING 50.0 0.0 X 252405 0 43450 DANIEL MESSER VP, TECH INTEGRATION & CIO 50.0 0.0 X 247856 0 43440 SHAWN MALONE PROJECT DIRECTOR, SOUTH AFRICA 50.0 0.0 X 267510 0 22993 MARCIE COOK VP,SOCIAL BUSI. & GLOBAL OPS. 50.0 0.0 X 254461 0 31920 STACIANN LEUSCHNER SR. COUNTRY REP., ZIMBABWE 50.0 0.0 X 261683 0 16880 RICKI ORFORD VP, MALARIA 50.0 0.0 X 232098 0 42524 JENNIFER POPE VP, SRH, HIV AND TB 50.0 0.0 X 232927 0 37742 CAROLYN BREHM CHAIR 2.0 0.0 X 0 0 0 SADIAH AHSAN DIRECTOR 2.0 0.0 X 0 0 0 MARISA BASS DIRECTOR 2.0 0.0 X 0 0 0 ABHIJIT DUTTA DIRECTOR 2.0 0.0 X 0 0 0 EDWARD DONKOR DIRECTOR 2.0 0.0 X 0 0 0 KATE FORBES DIRECTOR 2.0 0.0 X 0 0 0 ANGELA GICHAGA DIRECTOR 2.0 0.0 X 0 0 0 MICHELE BRATCHER GOODWIN DIRECTOR 2.0 0.0 X 0 0 0 MIKE JOUBERT DIRECTOR 2.0 0.0 X 0 0 0 ANA LANGER DIRECTOR 2.0 0.0 X 0 0 0 MOSIMA MABUNDA DIRECTOR 2.0 0.0 X 0 0 0 TARIRO MAKADZANGE DIRECTOR 2.0 0.0 X 0 0 0 JOTHAM MUSINGUZI DIRECTOR 2.0 0.0 X 0 0 0 MADHU BALA NATH DIRECTOR 2.0 0.0 X 0 0 0 BYRON POLLITT DIRECTOR 2.0 0.0 X 0 0 0 ENGLISH SALL DIRECTOR 2.0 0.0 X 0 0 0 STEPHEN TANG DIRECTOR 2.0 0.0 X 0 0 0 3857714 0 488869 197 false true false BDO USA PC 8401 GREENSBORO DRIVE STE 800 MCLEAN VA 22102 AUDIT & TAX 913923 WHITTEN ROY PARTNERSHIP LLC 4703 WESTOVER TERRACE KNOXVILLE TN 37914 CONSULTING SERVICES 298300 ANANDA VENTURES NETWORK LLC 7901 4TH STREET N STE 300 ST PETERSBURG FL 33702 CONSULTING SERVICES 155907 BAO SYSTEMS LLC 2900 K STREET SUITE 507 WASHINGTON DC 20007 CONSULTING SERVICES 146201 ARNOLD PORTER LLP PO BOX 719451 PHILADELPHIA PA 19171 LEGAL SERVICES 126314 5 218931899 129007150 15632057 347939049 0 1659287 1659287 0 0 2604664 2435059 169605 0 169605 278605 -109000 12179073 12261328 -82255 -82255 -82255 0 0 0 0 0 0 0 0 0 0 349685686 278605 1468032 25682173 25682173 0 104837458 104837458 0 2940928 2634560 295562 10806 0 84546251 65006877 18730090 809284 2506672 1234676 1216809 55187 4391373 2290181 2012421 88771 2875823 1510858 1305942 59023 0 764340 512011 243694 8635 1072590 577992 494598 15995 15995 185207 185207 0 18131111 16664483 1440353 26275 8888264 8888258 6 3842105 3239500 595899 6706 1817610 867544 950021 45 0 6818099 4212753 2605346 12066131 11301373 701440 63318 0 18281325 17980411 275143 25771 0 0 616299 75981 540318 1786620 1408338 378282 COMMODITIES 42997800 42997800 RESEARCH AND EVALUATION 3931938 3931938 FURNITURE AND EQUIPMENT 2462875 2331384 131491 ALL OTHER EXPENSES 1828809 390433 1245719 192657 353287796 318576982 33179129 1531685 67855027 104552077 0 0 49682267 38259218 0 0 0 0 0 0 0 0 29208990 28197011 4800389 5716667 67144366 21152316 46136533 45992050 30892158 29095014 0 0 0 0 0 0 51631160 44953372 280206524 296765409 35122567 34186162 0 0 130071130 147628933 28200000 28200000 0 0 0 0 8252653 7362845 0 0 3431770 3704690 205078120 221082630 X 62470435 62607099 12657969 13075680 75128404 75682779 280206524 296765409 X -3602110 2501210 622757 1032518 X X false true X true true true X 489970933 445974378 441603991 357694950 347939049 2083183301 0 0 489970933 445974378 441603991 357694950 347939049 2083183301 77734151 2005449150 3085414 2997342 2872027 3204655 4263951 16423389 0 0 2099606690 0 0.95515 0.94476 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 15000 15000 353272796 353287796 1000000 250000 1000000 1000000 1000000 1000000 4000000 6000000 10176 15000 15995 15995 57166 250000 250000 250000 250000 1000000 1500000 10176 15000 15995 15000 56171 24645141 24645141 23218048 9922242 13295806 13019158 7114765 5904393 1587861 1053810 534051 4674158 3061499 1612659 45992050 INVESTMENT IN FOREIGN CORP. 18280509 DEPOSITS AND OTHERS 11139956 ADVANCES 10402450 OPERATING LEASE ROU 3926010 DUE FROM AFFILIATES 1204447 44953372 0 OPERATING LEASE LIABILITIES 3704690 3704690 X 368259295 2501210 622757 15449642 18573609 349685686 349685686 367749485 14461689 14461689 353287796 353287796 SCH D, PART X, LINE 2: PSI HAS ADOPTED THE PROVISIONS OF ASC TOPIC NO. 740-10, INCOME TAXES(ASC 740-10). UNDER ASC 740-10, AN ORGANIZATION MUST RECOGNIZE THE TAX BENEFIT ASSOCIATED WITH TAX POSITIONS TAKEN FOR TAX RETURN PURPOSES WHEN IT IS MORE-LIKELY-THAN-NOT THAT THE POSITION WILL BE SUSTAINED. THE IMPLEMENTATION OF ASC 740-10 HAD NO IMPACT ON PSI'S CONSOLIDATED FINANCIAL STATEMENTS. PSI DOES NOT BELIEVE THERE ARE ANY UNRECOGNIZED TAX BENEFITS THAT SHOULD BE RECORDED. PSI IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS BY THE U.S. FEDERAL, STATE OR LOCAL TAX AUTHORITIES FOR YEARS BEFORE 2020. THERE WERE NO MATERIAL INTEREST OR PENALTIES RECORDED FOR THE YEARS ENDED DECEMBER 31, 2023 AND 2022, RESPECTIVELY. SCH D, PART XI, LINE 2D: REVENUE OF RELATED ENTITY: $ 14,830,811 FOREIGN CURRENCY TRANSACTION GAIN: $ 882,822 LOSS ON INTEREST RATE SWAP: $ (263,991) _____________ TOTAL $ 15,449,642 SCH D, PART XII, LINE 2D: EXPENSES AND LOSSES OF RELATED ENTITY: $ 14,461,689 true Central America and the Caribbean 1 62 Program Services SOCIAL MARKETING 4767655 East Asia and the Pacific 5 315 Program Services SOCIAL MARKETING 22757338 Russia and the Newly Independent States 0 0 Program Services SOCIAL MARKETING 1531 South Asia 3 59 Program Services SOCIAL MARKETING 2973326 Sub-Saharan Africa 103 2277 Program Services SOCIAL MARKETING 159799170 Europe (Including Iceland and Greenland) 0 0 Program Services SOCIAL MARKETING 373840 Central America and the Caribbean 6 91 Investments 6643863 South Asia 1 111 Investments 4286414 South America 1 50 Investments 2532571 Sub-Saharan Africa 0 0 Investments 1025554 Sub-Saharan Africa 0 0 Grantmaking 26777049 Central America and the Caribbean 0 0 Grantmaking 1760485 120 2965 120 2965 233698796 233698796 East Asia and the Pacific PROGRAM SERVICES 285629 WIRE East Asia and the Pacific PROGRAM SERVICES 105655 WIRE East Asia and the Pacific PROGRAM SERVICES 23850 WIRE East Asia and the Pacific PROGRAM SERVICES 991063 WIRE East Asia and the Pacific PROGRAM SERVICES 382034 WIRE East Asia and the Pacific PROGRAM SERVICES 15564 WIRE East Asia and the Pacific PROGRAM SERVICES 86993 WIRE East Asia and the Pacific PROGRAM SERVICES 69469 WIRE East Asia and the Pacific PROGRAM SERVICES 24003 WIRE East Asia and the Pacific PROGRAM SERVICES 4803049 WIRE East Asia and the Pacific PROGRAM SERVICES 253612 WIRE East Asia and the Pacific PROGRAM SERVICES 1694935 WIRE East Asia and the Pacific PROGRAM SERVICES 934367 WIRE East Asia and the Pacific PROGRAM SERVICES 363606 WIRE East Asia and the Pacific PROGRAM SERVICES 862052 WIRE East Asia and the Pacific PROGRAM SERVICES 1878747 WIRE South America PROGRAM SERVICES 714495 WIRE South Asia PROGRAM SERVICES 573124 WIRE South Asia PROGRAM SERVICES 1205580 WIRE South Asia PROGRAM SERVICES 2637348 WIRE South Asia PROGRAM SERVICES 330041 WIRE South Asia PROGRAM SERVICES 28780 WIRE Sub-Saharan Africa PROGRAM SERVICES 1110014 WIRE Sub-Saharan Africa PROGRAM SERVICES 1334446 WIRE Sub-Saharan Africa PROGRAM SERVICES 2352973 WIRE Sub-Saharan Africa PROGRAM SERVICES 1477075 WIRE Sub-Saharan Africa PROGRAM SERVICES 7313737 WIRE Sub-Saharan Africa PROGRAM SERVICES 2571827 WIRE Sub-Saharan Africa PROGRAM SERVICES 2218504 WIRE Sub-Saharan Africa PROGRAM SERVICES 1170591 WIRE Sub-Saharan Africa PROGRAM SERVICES 175801 WIRE Sub-Saharan Africa PROGRAM SERVICES 2674306 WIRE Sub-Saharan Africa PROGRAM SERVICES 3638178 WIRE Sub-Saharan Africa PROGRAM SERVICES 355985 WIRE Sub-Saharan Africa PROGRAM SERVICES 1990623 WIRE Sub-Saharan Africa PROGRAM SERVICES 657558 WIRE Sub-Saharan Africa PROGRAM SERVICES 130112 WIRE Sub-Saharan Africa PROGRAM SERVICES 561960 WIRE Sub-Saharan Africa PROGRAM SERVICES 34903 WIRE Sub-Saharan Africa PROGRAM SERVICES 1619635 WIRE Sub-Saharan Africa PROGRAM SERVICES 869788 WIRE Sub-Saharan Africa PROGRAM SERVICES 973615 WIRE Sub-Saharan Africa PROGRAM SERVICES 2881672 WIRE Sub-Saharan Africa PROGRAM SERVICES 450000 WIRE Sub-Saharan Africa PROGRAM SERVICES 1953837 WIRE Sub-Saharan Africa PROGRAM SERVICES 436796 WIRE Sub-Saharan Africa PROGRAM SERVICES 34317 WIRE Sub-Saharan Africa PROGRAM SERVICES 278134 WIRE Sub-Saharan Africa PROGRAM SERVICES 659121 WIRE Sub-Saharan Africa PROGRAM SERVICES 1273202 WIRE Sub-Saharan Africa PROGRAM SERVICES 1474333 WIRE Sub-Saharan Africa PROGRAM SERVICES 207880 WIRE Sub-Saharan Africa PROGRAM SERVICES 628332 WIRE Sub-Saharan Africa PROGRAM SERVICES 37063 WIRE Sub-Saharan Africa PROGRAM SERVICES 45980 WIRE Sub-Saharan Africa PROGRAM SERVICES 5572418 WIRE 56 true false true false false false Schedule F, Part I, Line 2: PSI HAS THE RESPONSIBILITY TO ENSURE THAT OUR SUBRECIPIENTS INCUR COSTS IN ACCORDANCE WITH THE DONOR'S APPLICABLE LAWS AND REGULATIONS AND PSI'S INTERNAL POLICIES AND PROCEDURES ON SUBRECIPIENT MANAGEMENT. THIS STATEMENT IS TRUE WHEN PSI, AS A PRIMARY RECIPIENT OF DONOR FUNDS, AWARDS PART OF THE GRANT TO A SUBRECIPIENT. COMPLIANCE WITH DONOR IMPOSED AUDITS (PROGRAM SPECIFIC OR SINGLE AUDIT, FOR EXAMPLE) IS ONLY ONE OF THE MANY SUBRECIPIENT MONITORING TOOLS AVAILABLE. SUBRECIPIENT MONITORING SHOULD OCCUR THROUGHOUT THE YEAR OR THE PROJECT PERIOD AND NOT SOLELY RELY ON A YEARLY AUDIT. MONITORING THROUGH ON A CONTINUOUS BASIS CAN TAKE MANY FORMS. A FUNDAMENTAL MONITORING TOOL IS INFORMING THE SUBRECIPIENT OF THE BASIC AWARD INFORMATION (E.G. GRANT/CONTRACT AGREEMENT NUMBER, DONOR NAME, AWARD TERM) AND APPLICABLE COMPLIANCE REQUIREMENTS. ADDITIONAL MONITORING TOOLS INCLUDE THE FOLLOWING:- 1.REVIEWING FINANCIAL PERFORMANCE REPORTS SUBMITTED BY THE SUBRECIPIENT. 2.PERFORMING SITE VISITS AT THE SUBRECIPIENT'S OFFICES TO REVIEW FINANCIAL AND PROGRAMMATIC RECORDS AND OBSERVE OPERATIONS. 3.REGULAR CONTACT WITH THE SUBRECIPIENT AND MAKING APPROPRIATE INQUIRIES CONCERNING PROGRAM ACTIVITIES AND DOCUMENTING THE RESULTS OF THOSE INQUIRIES. 4.ARRANGING FOR AGREED-UPON PROCEDURES AND ENGAGEMENTS FOR CERTAIN ASPECTS OF THE SUBRECIPIENT ACTIVITIES, SUCH AS ELIGIBILITY DETERMINATION. DONOR LAWS AND REGULATIONS MAY IMPOSE SUBRECIPIENT MONITORING REQUIREMENTS SPECIFIC TO A PROGRAM. IN ADDITION, FACTORS SUCH AS THE SIZE OF THE AWARDS, PERCENTAGE OF THE PASS-THROUGH ENTITY'S TOTAL PROGRAM FUNDS AWARDED TO SUBRECIPIENTS, THE COMPLEXITY OF THE COMPLIANCE REQUIREMENTS, AND RISK OF SUBRECIPIENT NON COMPLIANCE AS ASSESSED BY THE PASS-THROUGH ENTITY MAY INFLUENCE THE NATURE AND EXTENT OF THE MONITORING PROCEDURES. PROGRAM COMPLEXITY: PROGRAMS WITH COMPLEX COMPLIANCE REQUIREMENTS HAVE A HIGHER RISK OF NON-COMPLIANCE. PASS THROUGH FUNDING: THE LARGER THE PERCENTAGE OF PROGRAM AWARDS PASSED THROUGH, THE GREATER THE NEED FOR PSI TO MONITOR THE SUBRECIPIENT. AMOUNT OF AWARD: LARGER DOLLAR AWARDS ARE OF GREATER RISK. SUBRECIPIENTS ARE EVALUATED AND ASSESSED TO DETERMINE IF THERE IS A NEED FOR CLOSER MONITORING. IN GENERAL, SUBRECIPIENTS WHO HAVE NEVER RECEIVED FUNDING BEFORE WOULD REQUIRE CLOSER MONITORING. EXISTING SUBRECIPIENTS WILL BE EVALUATED ON AN ONGOING BASIS BASED ON RESULTS OF AWARD MONITORING AND SUBRECIPIENT AUDITS. X X X X X X true SANKY COMMUNICATIONS INC 368 9TH AVENUE SUITE 12-131 NEW YORK NY 10001 DIGITAL FUNDRAISING false 0 72754 -72754 STELTER 10435 NEW YORK AVENUE DES MOINES IA 50322 PLANNED GIVING false 0 17888 -17888 0 90642 -90642 AL AK AZ AR CA CO CT DE DC FL GA HI ID IL IN IA KS KY LA ME MD MA MI MN MS MO MT NE NV NH NJ NM NY NC ND OH OK OR PA RI SC SD TN TX UT VT VA WA WI WY true JHPIEGO CORPORATION 1615 THAMES ST BALTIMORE MD 21231 237424444 501(C)(3) 12482823 SEE PART IV FHI360 359 BLACKWELL ST DURHAM NC 27701 237413005 501(C)(3) 3152742 SEE PART IV MEDICAL CARE DEVELOPMENT INCORPORATED 105 SECOND STREET 2A HALLOWELL ME 04347 016022787 501(C)(3) 2585150 MALARIA PATH 2201 WESTLAKE AVE SEATTLE WA 98121 237313698 501(C)(3) 2398937 SEE PART IV MANAGEMENT SCIENCES FOR HEALTH INC (MSH) 200 RIVERS EDGE DR MEDFORD MA 02155 042482188 501(C)(3) 2025554 SEE PART IV MSI US PO Box 35528 WASHINGTON DC 20033 541901882 501(C)(3) 1075020 MALARIA INTERNATIONAL RESCUE COMMITTEE 122 E 42ND ST NEW YORK NY 10168 135660870 501(C)(3) 973615 MALARIA CONCERN WORLDWIDE US INC 355 LEXINGTON AVE NEW YORK NY 10017 133712030 501(C)(3) 769149 WASH/SANITATION THE REGENTS OF UNIVERSITY OF CALIFORNIA 2130 FULTON ST SAN FRANCISCO CA 94117 946036493 501(C)(3) 615994 MALARIA PARTNERS IN COMPASSION (PC) 6 NAUGHRIGHT RD HACKETTSTOWN NJ 07840 465522625 501(C)(3) 351902 SEE PART IV POPULATION MEDIA CENTER (PMC) 30 KIMBALL AVE SOUTH BURLINGTON VT 05403 030358029 501(C)(3) 330804 SEXUAL REPRODUCTION THINKWELL INSTITUTE 3302 7TH STREET NE WASHINGTON DC 20017 474007262 501(C)(3) 237795 SEXUAL REPRODUCTION ACCESS HEALTH INTERNATIONAL INC 384 WEST LANE RIDGEFIELD CT 06877 263709070 501(C)(3) 219666 FAMILY PLANNING AND ATHENA INFONOMICS LLC 5402 HUNTINGTON PARKWAY BETHESDA MD 20814 474630951 NONE 210603 WASH/SANITATION THE POPULATION COUNCIL INC 1 DAG HAMMARSKJOLD PLAZA NEW YORK NY 10017 131687001 501(C)(3) 206009 FAMILY PLANNING AND METRICS FOR MANAGEMENT 823 MENDOCINO AVE BERKELEY CA 94707 471895783 501(C)(3) 179026 MALARIA PLAN INTERNATIONAL USA 155 PLAN WAY WARWICK RI 02886 135661832 501(C)(3) 142860 WATER AND SANITATION WHITE RIBBON ALLIANCE INC (WRA) 1901 PENNSYLVANIA AVE WASHINGTON DC 20006 202029170 501(C)(3) 120000 FAMILY PLANNING AND PACT INC 1827 L ST NW NO 300 WASHINGTON DC 20036 132702768 501(C)(3) 106058 SEE PART IV CLINTON HEALTH ACCESS INITIATIVE INC 383 DORCHESTER AVE BOSTON MA 02127 271414646 501(C)(3) 100422 MALARIA AVENIR HEALTH INC 2510 MAIN ST 2 FL GLASTONBURY CT 06033 204816286 501(C)(3) 77215 FAMILY PLANNING AND BRAC USA 110 WILLIAM ST 18 FL NEW YORK NY 10038 208456741 501(C)(3) 57955 SEE PART IV 21 1 SCH I PART I, LINE 2 DESCRIPTION OF PROCEDURE FOR MONITORING USE OF FUNDS: PSI HAS THE RESPONSIBILITY TO ENSURE THAT OUR SUBRECIPIENTS INCUR COSTS IN ACCORDANCE WITH THE DONOR'S APPLICABLE LAWS AND REGULATIONS AND PSI'S INTERNAL POLICIES AND PROCEDURES ON SUBRECIPIENT MANAGEMENT. THIS STATEMENT IS TRUE WHEN PSI, AS A PRIMARY RECIPIENT OF DONOR FUNDS, AWARDS PART OF THE GRANT TO A SUBRECIPIENT. COMPLIANCE WITH DONOR IMPOSED AUDITS (PROGRAM SPECIFIC OR SINGLE AUDIT, FOR EXAMPLE) IS ONLY ONE OF THE MANY SUBRECIPIENT MONITORING TOOLS AVAILABLE. SUBRECIPIENT MONITORING SHOULD OCCUR THROUGHOUT THE YEAR OR THE PROJECT PERIOD AND NOT SOLELY RELY ON A YEARLY AUDIT. MONITORING THROUGH ON A CONTINUOUS BASIS CAN TAKE MANY FORMS. A FUNDAMENTAL MONITORING TOOL IS INFORMING THE SUBRECIPIENT OF THE BASIC AWARD INFORMATION (E.G. GRANT/CONTRACT AGREEMENT NUMBER, DONOR NAME, AWARD TERM) AND APPLICABLE COMPLIANCE REQUIREMENTS. ADDITIONAL MONITORING TOOLS INCLUDE THE FOLLOWING:- 1.REVIEWING FINANCIAL PERFORMANCE REPORTS SUBMITTED BY THE SUBRECIPIENT. 2.PERFORMING SITE VISITS AT THE SUBRECIPIENT'S OFFICES TO REVIEW FINANCIAL AND PROGRAMMATIC RECORDS AND OBSERVE OPERATIONS. 3.REGULAR CONTACT WITH THE SUBRECIPIENT AND MAKING APPROPRIATE INQUIRIES CONCERNING PROGRAM ACTIVITIES AND DOCUMENTING THE RESULTS OF THOSE INQUIRIES. 4.ARRANGING FOR AGREED-UPON PROCEDURES AND ENGAGEMENTS FOR CERTAIN ASPECTS OF THE SUBRECIPIENT ACTIVITIES, SUCH AS ELIGIBILITY DETERMINATION. DONOR LAWS AND REGULATIONS MAY IMPOSE SUBRECIPIENT MONITORING REQUIREMENTS SPECIFIC TO A PROGRAM. IN ADDITION, FACTORS SUCH AS THE SIZE OF THE AWARDS, PERCENTAGE OF THE PASS-THROUGH ENTITY'S TOTAL PROGRAM FUNDS AWARDED TO SUBRECIPIENTS, THE COMPLEXITY OF THE COMPLIANCE REQUIREMENTS, AND RISK OF SUBRECIPIENT NON-COMPLIANCE AS ASSESSED BY THE PASS-THROUGH ENTITY MAY INFLUENCE THE NATURE AND EXTENT OF THE MONITORING PROCEDURES. PROGRAM COMPLEXITY: PROGRAMS WITH COMPLEX COMPLIANCE REQUIREMENTS HAVE A HIGHER RISK OF NON-COMPLIANCE. PASS-THROUGH FUNDING: THE LARGER THE PERCENTAGE OF PROGRAM AWARDS PASSED THROUGH, THE GREATER THE NEED FOR PSI TO MONITOR THE SUBRECIPIENT. AMOUNT OF AWARD: LARGER DOLLAR AWARDS ARE OF GREATER RISK. SUBRECIPIENTS ARE EVALUATED AND ASSESSED TO DETERMINE IF THERE IS A NEED FOR CLOSER MONITORING. IN GENERAL, SUBRECIPIENTS WHO HAVE NEVER RECEIVED FUNDING BEFORE WOULD REQUIRE CLOSER MONITORING. EXISTING SUBRECIPIENTS WILL BE EVALUATED ON AN ONGOING BASIS BASED ON RESULTS OF AWARD MONITORING AND SUBRECIPIENT AUDITS. SCHEDULE I, PART II, (H) PURPOSE OF GRANT: LINE (1) - HIV/AIDS/TB, MALARIA, SEXUAL REPRODUCTION HEALTH & RIGHTS. LINE (2) - GENDER BASED PROGRAMS, WASH, FAMILY PLANNING AND HEALTH SERVICES. LINE (4) - HIV/AIDS PROGRAM, HEPATITIS C, FAMILY PLANNING AND HEALTH SERVICES, NON-COMMUNICABLE DISEASES. LINE (5) - FAMILY PLANNING/REPRODUCTIVE HEALTH, MALARIA, MATERNAL AND CHILD HEALTH. LINE (10) - FAMILY PLANNING AND HEALTH SERVICES (SOCIAL AND BEHAVIOR CHANGE) LINE (19) - FAMILY PLANNING AND HEALTH SERVICES (SOCIAL AND BEHAVIOR CHANGE) LINE (22) - FAMILY PLANNING AND HEALTH SERVICES, GENDER BASED PROGRAMS. X X X true true X X X X false false false false false false false false false KARL W HOFMANN PRESIDENT AND CEO 415000 0 25000 0 1188 0 33000 0 13875 0 488063 0 0 0 MICHAEL HOLSCHER CHIEF DELIVERY OFFICER 374319 0 35000 0 1229 0 33000 0 15005 0 458553 0 0 0 KIM SCHWARTZ SENIOR VICE PRESIDENT & CFO 363894 0 35000 0 1264 0 33000 0 1037 0 434195 0 0 0 BRANDON GUZZONE CHIEF HUMAN RESOURCE OFFICER 304046 0 28619 0 770 0 30405 0 5583 0 369423 0 0 0 NILUFER LOY GENERAL COUNSEL 257083 0 12500 0 408 0 21542 0 19896 0 311429 0 0 0 SUSAN MUKASA VP, GLOBAL OPERATIONS, AFRICA 236806 0 16240 0 408 0 23681 0 19896 0 297031 0 0 0 JULIA ROBERTS VP, GLOBAL FUNDRAISING 235535 0 16100 0 770 0 23554 0 19896 0 295855 0 0 0 DANIEL MESSER VP, TECH INTEGRATION & CIO 235442 0 11500 0 914 0 23544 0 19896 0 291296 0 0 0 SHAWN MALONE PROJECT DIRECTOR, SOUTH AFRICA 162509 0 800 0 104201 0 8330 0 14663 0 290503 0 0 0 MARCIE COOK VP,SOCIAL BUSI. & GLOBAL OPS. 238191 0 16000 0 270 0 23819 0 8101 0 286381 0 0 0 STACIANN LEUSCHNER SR. COUNTRY REP., ZIMBABWE 179113 0 1600 0 80970 0 8956 0 7924 0 278563 0 0 0 RICKI ORFORD VP, MALARIA 216488 0 14840 0 770 0 21649 0 20875 0 274622 0 0 0 JENNIFER POPE VP, SRH, HIV AND TB 221117 0 10900 0 910 0 22112 0 15630 0 270669 0 0 0 SCHEDULE J, PART I, LINE 1A: TAX INDEMNIFICATION AND GROSS-UP PAYMENTS: THE QUALIFIED INTERNATIONAL EMPLOYEES ARE TAX INDEMNIFIED IN HOST COUNTRIES IN WHICH THEY WORK. THEY ARE OBLIGATED TO PAY TAXES TO THE HOST COUNTRIES, AND THESE TAX AMOUNTS ARE INCLUDED AS PART OF INCOME. HOUSING ALLOWANCE OR RESIDENCE FOR PERSONAL USE: IT IS PROVIDED AND INCLUDED AS PART OF INCOME OF THOSE QUALIFIED INTERNATIONAL EMPLOYEES RESIDING OUTSIDE OF THEIR HOME COUNTRY. HEALTH OR SOCIAL CLUB DUES OR INITIATION FEES: SUCH DUES AND FEES ARE INCLUDED IN EMPLOYEES' INCOME. UP TO $500 WORTH OF FITNESS BENEFIT IS REIMBURSABLE TO ALL EMPLOYEES. INCENTIVE COMPENSATION POLICY: THE ORGANIZATION MAINTAINS AN INCENTIVE COMPENSATION POLICY AS A MEANS OF REWARDING EMPLOYEES IN THEIR ACHIEVING INDIVIDUAL AND ORGANIZATIONAL GOALS. SCHEDULE J, PART II, COLUMN B (III): OTHER REPORTABLE COMPENSATION INCLUDES HOUSING AND EDUCATIONAL ALLOWANCES, DANGER PAY, POST ALLOWANCE AND POST DIFFERENTIAL. THESE COSTS APPLY TO THOSE EMPLOYEES LISTED ON SCHEDULE J, WHO ARE BASED OVERSEAS. A DISTRICT OF COLUMBIA 536001131 254839200 2007-11-01 28200000 PURCHASE OF LAND, OFFICE BLDG IMP false false false A 0 0 28200000 0 0 0 176250 0 28023750 0 0 0 2007 true false true true A true false false false 0 false false false false A true true false 0 false 0 false false A false X COMMODITIES 18 15629854 FMV X DONATED GOODS 0 2203 FMV false false false SCHEDULE M, PART I, LINE 25: COMMODITIES RECEIVED INCLUDE CONTRACEPTIVES, ORAL REHYDRATION SALTS, INSECTICIDE TREATED NETS FOR MALARIA PREVENTION AND SAFE WATER SYSTEMS. FORM 990, PART V, LINE 4B: ANGOLA, BENIN, BURUNDI, CAMBODIA, CAMEROON, COSTA RICA, COTE D'IVOIRE, DJIBOUTI, DOMINICAN REPUBLIC, DR CONGO, EL SALVADOR, ESWATINI, ETHIOPIA, GHANA, GUATEMALA, HONDURAS, INDIA, KENYA, LAO PDR, LESOTHO, LIBERIA, MADAGASCAR, MALAWI, MALI, MOZAMBIQUE, MYANMAR, NEPAL, NICARAGUA, NIGER, NIGERIA, PAKISTAN, PAPUA NEW GUINEA, PARAGUAY, SIERRA LEONE, SOMALIA, SOMALILAND, SOUTH AFRICA, TANZANIA, U.K., UGANDA, VIETNAM, ZAMBIA, ZIMBABWE FORM 990, PART VI, SECTION B, LINE 11B: THE ORGANIZATION'S GOVERNING BODY IS PRESENTED WITH A DRAFT OF THE FORMS 990 AND 990-T PRIOR TO FILING. THE AUDIT RISK AND COMPLIANCE COMMITTEE OF THE GOVERNING BODY IS ABLE TO SPEAK DIRECTLY WITH THE PREPARER TO HAVE ANY QUESTIONS OR CONCERNS ANSWERED. THE AUDIT RISK AND COMPLIANCE COMMITTEE AUTHORIZES THAT THE FILINGS BE FINALIZED AND SUBMITTED TO THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C: THE ORGANIZATION REQUIRES OFFICERS, DIRECTORS AND KEY EMPLOYEES TO COMPLETE THE FORM ANNUALLY AND THE FORMS ARE REVIEWED FOR ANY DISCLOSURES. A DECISION IS MADE TO DETERMINE WHETHER THE DIRECTOR MUST ABSTAIN IN VOTING ON ANY MATTERS WHERE THE CONFLICT MAY BE AN ISSUE. FORM 990, PART VI, SECTION B, LINES 15A AND 15B: THE CEO INCENTIVE COMPENSATION IS DETERMINED BY THE ORGANIZATION'S BOARD OF DIRECTORS. THE BOARD EVALUATES THE CEO'S PERFORMANCE AGAINST A SET OF ANNUAL OBJECTIVES AND SOLICITS FEEDBACK FROM INDIVIDUALS IN A VARIETY OF ROLES AND GEOGRAPHIES. IN ADDITION, THE BOARD TAKES INTO ACCOUNT COMPARABILITY STATISTICS FROM ORGANIZATIONS OF SIMILAR SIZE AS WELL AS ADDITIONAL FACTORS INCLUDING SKILLS AND EXPERIENCE. THE BOARD THEN VOTES AND APPROVES THE LEVEL OF COMPENSATION FOR THE CEO. THE CEO CONSULTS WITH THE BOARD ON COMPENSATION FOR OTHER KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19: THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS POLICY AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: REALIZED FOREIGN CURRENCY GAIN: 1,415,437 UNREALIZED FOREIGN CURRENCY LOSS: (532,615) LOSS ON INTEREST RATE SWAP: (263,991) CURRENCY GAIN EXCLUDED FROM NET ASSETS: 44,373 MISCELLANEOUS ADJUSTMENT: 369,314 ================ $1,032,518 FORM 990, PART XII, LINE 2C: THERE HAVE BEEN NO CHANGES DURING THE YEAR IN THE PROCESS FOR OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS. 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