Civic Intelligence

International Planned Parenthood Federation -

990 • Fiscal year 2017 • EIN 13-1845455

Jan 01, 2017 to Dec 31, 2017 • Filed on Jul 31, 2018

125 Maiden Lane Suite 9TH FLNew York, NY 10038

(212) 248-6400

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

47th percentile

0.27x

Higher debt load relative to assets than 47% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.96x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Net Margin

14th percentile

-9.6%

Higher net margin than 14% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Top Officer Pay

55th percentile

$371,816

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2017

Asset Growth

34th percentile

1.9%

Faster asset growth than 34% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Revenue Growth

4th percentile

-43%

Faster revenue growth than 4% of similar nonprofits.

2017 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2016 to 2017

Assets

Up

$95,907,101

Up $1,752,419 (+1.9%) from 2016

Net Assets

Down

$70,195,224

Down $43,806 (-0.1%) from 2016

Liabilities

Up

$25,711,877

Up $1,796,225 (+7.5%) from 2016

Revenue

Down

$26,826,577

Down $20,063,463 (-43%) from 2016

Expenses

Down

$29,392,929

Down $3,794,893 (-11%) from 2016

Net Income

Down

-$2,566,352

Down $16,268,570 (-119%) from 2016

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150M$100M$50M$0Assets 2010: $63,168,560Liabilities 2010: $16,809,910Net Assets 2010: $46,358,6502010Assets 2011: $64,677,859Liabilities 2011: $18,354,537Net Assets 2011: $46,323,3222011Assets 2012: $80,341,613Liabilities 2012: $23,506,354Net Assets 2012: $56,835,2592012Assets 2013: $88,075,716Liabilities 2013: $28,268,819Net Assets 2013: $59,806,8972013Assets 2014: $84,145,981Liabilities 2014: $25,292,329Net Assets 2014: $58,853,6522014Assets 2015: $77,153,079Liabilities 2015: $20,978,375Net Assets 2015: $56,174,7042015Assets 2016: $94,154,682Liabilities 2016: $23,915,652Net Assets 2016: $70,239,0302016Assets 2017: $95,907,101Liabilities 2017: $25,711,877Net Assets 2017: $70,195,2242017Assets 2018: $89,454,688Liabilities 2018: $23,660,750Net Assets 2018: $65,793,9382018Assets 2019: $101,490,785Liabilities 2019: $28,345,191Net Assets 2019: $73,145,5942019Assets 2020: $114,795,990Liabilities 2020: $29,096,300Net Assets 2020: $85,699,6902020Assets 2021: $125,289,147Liabilities 2021: $28,551,722Net Assets 2021: $96,737,4252021Assets 2022: $105,515,490Liabilities 2022: $27,483,992Net Assets 2022: $78,031,4982022Assets 2023: $109,926,458Liabilities 2023: $29,594,463Net Assets 2023: $80,331,9952023Assets 2024: $118,253,423Liabilities 2024: $31,967,549Net Assets 2024: $86,285,8742024

Highlighted filing

2017

Assets$95,907,101
Liabilities$25,711,877
Net Assets$70,195,224

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60M$40M$20M$0-$20MExpenses 2010: $25,361,2472010Expenses 2011: $28,030,2342011Expenses 2012: $28,907,6102012Revenue 2013: $32,760,441Expenses 2013: $32,240,246Net Income 2013: $520,1952013Revenue 2014: $25,555,659Expenses 2014: $26,310,879Net Income 2014: -$755,2202014Revenue 2015: $26,495,131Expenses 2015: $26,256,643Net Income 2015: $238,4882015Revenue 2016: $46,890,040Expenses 2016: $33,187,822Net Income 2016: $13,702,2182016Revenue 2017: $26,826,577Expenses 2017: $29,392,929Net Income 2017: -$2,566,3522017Revenue 2018: $30,058,378Expenses 2018: $30,814,567Net Income 2018: -$756,1892018Revenue 2019: $38,169,773Expenses 2019: $34,742,860Net Income 2019: $3,426,9132019Revenue 2020: $36,857,586Expenses 2020: $26,730,932Net Income 2020: $10,126,6542020Revenue 2021: $35,794,628Expenses 2021: $27,426,300Net Income 2021: $8,368,3282021Revenue 2022: $24,831,284Expenses 2022: $36,319,664Net Income 2022: -$11,488,3802022Revenue 2023: $32,793,335Expenses 2023: $32,505,353Net Income 2023: $287,9822023Revenue 2024: $37,294,299Expenses 2024: $33,347,386Net Income 2024: $3,946,9132024

Highlighted filing

2017

Revenue$26,826,577
Expenses$29,392,929
Net Income-$2,566,352
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jul 31, 2018
Return Version
2017v2.3
Gross Receipts
$41,104,020
Mission and Program Overview

Mission

IPPF/WHR AIMS TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS BY campaigning FOR SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS THROUGH ADVOCACY AND SERVICES, ESPECIALLY FOR POOR AND VULNERABLE PEOPLE. FOR MORE INFORMATION, SEE SCHEDULE O.

Ippf/whr aims to improve the quality of life of individuals by campaigning for sexual and reproductive health and rights through advocacy and services.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$31,417,981$35,523,898▲ $4,105,917
Investments Program Related$20,098,423$21,782,098▲ $1,683,675
Cash and Non-Interest-Bearing Accounts$18,704,909$20,332,562▲ $1,627,653
Land, Buildings, and Equipment, Net$11,516,965$11,105,347▼ $411,618
Pledges and Grants Receivable$11,222,091$6,386,992▼ $4,835,099
Other Notes and Loans Receivable, Net$997,130$487,795▼ $509,335
Investments Other Securities$0$113,544▲ $113,544
Prepaid Expenses and Deferred Charges$165,122$9,784▼ $155,338
Savings and Temporary Cash Investments$0$0→ $0
Accounts Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$94,154,682$95,907,101▲ $1,752,419
Other Assets Total$32,061$165,081▲ $133,020
Liabilities
Escrow Account Liability$15,975,437$17,989,601▲ $2,014,164
Grants Payable$5,476,668$4,974,540▼ $502,128
Other Liabilities$1,316,474$1,275,303▼ $41,171
Accounts Payable and Accrued Expenses$1,147,073$1,272,679▲ $125,606
Deferred Revenue$0$199,754▲ $199,754
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$23,915,652$25,711,877▲ $1,796,225
Net Assets / Fund Balance
Temporarily Rstr Net Assets$45,313,880$41,485,203▼ $3,828,677
Unrestricted Net Assets$24,925,150$28,710,021▲ $3,784,871
Permanently Rstr Net Assets$0$0→ $0
Total Net Assets Fund Balance$70,239,030$70,195,224▼ $43,806
Total Liabilities and Net Assets / Fund Balance$94,154,682$95,907,101▲ $1,752,419

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$10,876,420$2,089,655$12,966,075
Other Land Buildings$168,490$565,366$733,856
Equipment$46,479$542,779$589,258
Leasehold Improvements$13,958$12,156$26,114
Investment Program Related Org$21,782,098--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$5,791,059$3,796,343▲ $950,456$265,393$10,272,465
2016$5,651,913-▲ $295,513$156,367$5,791,059
2015$5,702,898$353,066▼ $246,633$157,418$5,651,913
2014$5,414,880$546,927▲ $54,030$312,939$5,702,898
2013$5,097,956-▲ $553,302$236,378$5,414,880
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Giselle CarinoRegional DirectorPT$293,895$86,552$380,447
Christine GarrisonChief Financial OfficerPT$191,308$82,361$273,669
Vicente DiazDirector of Inst Dev (former Ofcr)FT$150,668$69,382$220,050
Maria Antonieta AlcaldeDirector of AdvocacyFT$137,213$64,392$201,605
Dana RogersDirector of resource dev.PT$131,870$58,184$190,054
Alejandra MeglioliDirector of ProgramsFT$139,756$43,296$183,052
Leslie Varkonyidirector of misFT$125,152$50,180$175,332
Kelly CastagnaroDirector of Content Strat.FT$112,331$12,758$125,089

Board Members and Trustees

NameTitle
Jovana Rios CisneroBOARD Chairperson
Diana BarcoPresident of the Region
Lidia CasasVice Chairperson (beg 10/2017)
Dario Rosario AdamesVice President of the Region
Alexander Sanger END 102017Advisory Director (non-vote)
Andrea Cohen BarrackAdvisory Director (NON-VOTE)
Annette Cumming END 102017Advisory Director (non-vote)
Erin SinesAdvisory Director (NON-VOTE)
Esther VicenteAdvisory Director (NON-VOTE)
Jacqueline Sharpe END 102017Advisory Director (non-vote)
Katy Brodsky FalcoAdvisory Director (NON-VOTE)
Pamela BarnesAdvisory Director (NON-VOTE)
Vanessa LunaAdvisory Director (NON-VOTE)
Adriana MendozaBoard Member (beg 10/2017)
Donya NasserBoard Member (beg 10/2017)
Kobe SmithBoard Member (beg 10/2017)
Bobby WalkerBoard Member (end 10/2017)
Christine BarrowBoard Member (end 10/2017)
Yolanda JeronimoSecretary (BEG 10/2017)
Santiago CosioSecretary (end 10/2017)
Roger Mc LeanTreasurer (BEG 10/2017)
Kathleen TaitTreasurer (end 10/2017)

Highest Paid Contractors

ContractorServicesLocationCompensation
Faircom NEW YORK INCConsulting Services12 West 27th Street 13th Floor, New York, NY 10001, Uk$957,136
The 125 MAIDEN LANE CONDOMINIUMCmn Chg & Bldg Maint55 FIFTH AVENUE 15TH FLOOR, New York, NY 10003$310,655
Corporate Power INCSystem Support62 WILLIAM STREET 5TH FLOOR, New York, NY 10005$279,452
Bsi Administrative ServicesHr ServicesPO Box 721188, Orlando, FL 32872$188,072
London Business Services LtdConsulting Services-$157,375
Revenue and Support

Revenue Composition

Contributions and Grants
$26,344,396
Program Service Revenue
$0
Investment Income
$300,361
Other Revenue
$181,820
All Other Contributions
$25,265,498
Change in Net Assets
$-2,566,352

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded46$257,471Fair Market Value (FMV)
Total Noncash Contributions46$257,471-

Audited Revenue Reconciliation

Revenue per Audited Statements
$26,797,733
Revenue Not Reported on Financial Statements
$28,844
Revenue Not Reported on Form 990
$2,522,546
Total Revenue per Audited Statements
$29,320,279
Total Revenue per Form 990
$26,826,577
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,481,244
Salaries, Compensation, and Employee Benefits$8,471,968
Other Expenses$5,359,017
Total Fundraising Expense$2,784,833
Professional Fundraising Fees$80,700

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$14,612,837--$14,612,837
Other Salaries and Wages$3,981,491$609,186$883,958$5,474,635
Fees for Services Other$1,001,819$164,474$102,096$1,268,389
Other Employee Benefits$833,328$125,991$195,668$1,154,987
Travel$977,700$39,743$104,702$1,122,145
Grants to Domestic Orgs$868,407--$868,407
Pension Plan Contributions$525,875$80,430$93,195$699,500
Current Officers, Directors, Trustees, and Key Employees$278,862$362,144-$641,006
Payroll Taxes$344,173$89,602$68,065$501,840
Occupancy$413,537$30,184$52,537$496,258
Depreciation Depletion$293,576$69,301$61,541$424,418
Other Expenses$166,434$62,319$174,956$403,709
Information Technology$272,087$48,983$75,087$396,157
Fees for Services Accounting$15,000$164,757-$179,757
Fees for Services Professional Fundraising--$80,700$80,700
Office Expenses$64,534$5,145$4,551$74,230
Insurance$48,038$10,068$11,341$69,447
Fees for Service Investment Mgmnt Fees-$28,844-$28,844
Fees for Services Legal$3,355$15,872-$19,227
Total Functional Expenses$24,701,053$1,907,043$2,784,833$29,392,929

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,392,929
Expenses per Audited Statements$29,364,085
Total Expenses per Audited Statements$29,364,085
Expenses Not Reported on Financial Statements$28,844
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Families Planning Assoc of Puerto RicoBrooklyn, NY, Rq501(c)(3)Reproductive Health$391,650
Women's Link WorldwideNew York, NY501(c)(3)Gender Equality$150,075
Center for Reproductive RightsChapel Hill, NC501(c)(3)Reproductive Health$150,043
IpasCambridge, MA501(c)(3)Reproductive Health$129,329
Ibis Reproductive Health-501(c)(3)Reproductive Health$47,310

International Summary

Employees
9
Spending
$15,757,495

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
South AmericaGrantmakingTechnical Assistance-4$7,515,351
Central America and the CaribbeanGrantmakingTechnical Assistance-5$5,222,058
North AmericaGrantmaking---$1,846,126
North AmericaProgram Services---$612,076
South AmericaProgram Services---$419,038
Europe (Including Iceland and Greenland)Investments---$113,544
Sub-Saharan AfricaGrantmaking---$29,302
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$80,700
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Charitable Gift Annuities$1,275,303
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
International Planned Parenthood Federation -
EIN
13-1845455
In Care Of
% CHRISTINE GARRISON
Phone
2122486400
Address
125 Maiden Lane Suite 9TH FL, New York, NY 10038

Signing Officer

Name
Christine Garrison
Title
CFO
Phone
2122486400
Signed
2018-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Giselle Carino
Formed
1954
Legal Domicile
Ny
Voting Board Members
9
Independent Board Members
9
Employees
104
Volunteers
24

Preparer

Firm
Kpmg Llp
Address
345 PARK AVENUE, NEW YORK, NY 10154
Preparer
Devin L Duncan
Phone
2127589700
Supplemental Narrative

Additional Explanations

Mission Statement

FORM 990, PART I, LINE 1 & Part III, Line 1 IPPF/WHR AIMS TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS BY campaigning FOR SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS THROUGH ADVOCACY AND SERVICES, ESPECIALLY FOR POOR AND VULNERABLE PEOPLE. WE DEFEND THE RIGHT OF ALL YOUNG PEOPLE TO ENJOY THEIR SEXUAL LIVES FREE FROM ILL HEALTH, UNWANTED PREGNANCY, VIOLENCE AND DISCRIMINATION. WE SUPPORT A WOMAN'S RIGHT TO CHOOSE TO TERMINATE HER PREGNANCY LEGALLY AND SAFELY. WE STRIVE TO ELIMINATE SEXUALLY TRANSMITTED INFECTIONS AND REDUCE THE SPREAD AND IMPACT OF HIV/AIDS. ORGANIZATION'S MISSION & PROGRAM SERVICES FORM 990, PART III, LINES 4A-4D International Planned Parenthood Federation Western Hemisphere Region, Inc. (IPPF/WHR), a NOT-FOR-PROFIT corporation exempt from income taxes under Section 501(c)(3) of the Internal Revenue Code, was established to promote sexual and reproductive health, including family planning, in the Western Hemisphere. While IPPF/WHR is an independent legal entity, it also functions as a regional partner of International Planned Parenthood Federation, headquartered in London, England (IPPF/London). IPPF/WHR supports and coordinates sexual and reproductive health, including family planning activities carried out by 39 autonomous national member associations (MAs) in the Western Hemisphere, six collaborative partners, and a number of other nonprofit organizations; including federacion internacional de la planeacion familiar - mexico, A.c., a mexican entity formed in 2017. IPPF/WHR also provides financial and technical assistance and advisory services to these organizations. Such amounts from IPPF/London represented 30% and 18% of total operating support and revenue for the years ended December 31, 2017 and 2016, respectively.

Unrestricted support received from IPPF/London is used for both

program and supporting services. other unrestricted support received by IPPF/WHR is allocated in amounts determined by the IPPF/WHR Allocations Committee of the board of directors to projects, the purpose of which is to advance the cause of sexual and reproductive health, including family planning. In 2017 and 2016, IPPF/London has made grantS directly to IPPF/WHR for its use in the region. The IPPF/WHR activities respond and contribute to the Global Strategic Framework of IPPF/London. The Strategic Framework 20152022 is a bold and aspirational vision of what IPPF/London plans to achieve and how IPPF/WHR will achieve it, over the next seven years. It is the culmination of an extensive global consultative process involving MAs, partners, and donors, and was approved by IPPF/Londons highest decision-making body, the Governing Council, in November 2014. The Global Strategic Framework sets the priorities that will allow IPPF/London to deliver impact as a sexual and reproductive health and right (SRHR) movement over the next seven years. It will guide national MAs and partners in formulating their own country-specific strategies, based on their resources and is tailored to serve the most marginalized groups in local contexts. It also provides focus to the Secretariat in its international influence and in its support to MAs. IPPF/WHRs strategy responds to social, political, and demographic global trends. These include the expectations and potential of the largest ever generation of young people; ongoing, significant social and economic inequalities, including discrimination against girls and women; and opposition that threatens gains in human rights. It is also guided by evaluations and analyses of IPPF/WHRs work strengths, weaknesses, capacities, resources, and networks. The IPPF/WHR implementation plan covers the first four years of the new Strategic Framework (2016-2019). The mid-term review of the strategy will occur in 2019. The outcome from that review will inform the second implementation plan (20202022). These dates also align with many government donors who will update their five-year strategies in 2019 and with the completion of the IPPF Vision 2020 and commitments made to Family Planning 2020 (FP2020). The resource allocation will respond to the priority objectives of the IPPF/WHR implementation plan. Advocacy is priority objective one: Galvanize commitment and secure legislative, policy, and regulatory improvements. Although many governments have made public statements in support of sexual and reproductive health and rights, and gender equality, many of them have failed to realize their commitments through supportive legislation, policy, and funding. IPPF/WHR will further invest in advocacy at all levels, including supporting Member Associations with capacity building, funding, and monitoring. IPPF/WHR will target key institutions, support and foster interested parliamentarians, engage with community and faith networks, and influence local regional and international processes. ENGAGE LEADERS IS PRIORITY OBJECTIVE TWO: ENGAGE WOMEN AND YOUTH LEADERS AS ADVOCATES FOR CHANGE. THE DENIAL OF SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS AFFECTS WOMEN AND YOUNG PEOPLE DISPROPORTIONATELY, SO IT IS IMPORTANT THEY HAVE THE OPPORTUNITY TO BE AT THE FOREFRONT OF EFFORTS TO SECURE POLICY AND PRACTICE CHANGE FROM GOVERNMENTS. IPPF/WHR WILL STRENGTHEN ITS LINKS WITH YOUTH AND WOMENS ORGANIZATIONS AND PROVIDE PATHWAYS FOR WOMEN AND YOUNG LEADER - PARTICULARLY GIRLS - WITHIN IPPF/LONDON. THESE PROGRAMS WILL BE DESIGNED IN-COUNTRY AND WILL AIM TO ENGAGE SOCIALLY EXCLUDED INDIVIDUALS, WHO MAY NOT TYPICALLY BE INVOLVED. PROGRAMS WILL PROMOTE MALE INVOLVEMENT IN SRHR, AND ADDRESS ISSUES RELATED TO MASCULINITY, GENDER, AND SEXUALITY. IPPF/WHR WILL FURTHER PROVIDE RESOURCES TO ITS YOUTH NETWORKS TO ENSURE GREATER COORDINATION AND COLLABORATION. Comprehensive sexuality education is priority objective three: Enable young people to access comprehens

Other Program Services

Form 990, part iii, line 4d other program service expenses of $7,048,399 including grants of $3,676,292, are attributable to the following programs: $2,573,706 advocacy $2,101,185 enable services $1,119,015 media and public opinion $865,409 volunteers and supporters $387,356 engage leaders $1,728 other

Members

Form 990, part vi, line 6 and 7a ippf/whr is an independent legal entity and functions as a regional partner of international planned parenthood federation, a non-profit charitable organization headquartered in london, england (ippf/london). Ippf/whr supports and coordinates sexual and reproductive health, including family planning, activities carried out by 39 autonomous national member associations (mas) in the western hemisphere and a number of other nonprofit organizations, and also provides financial and technical assistance and advisory services to these organizations. The mas send delegates to the regional council meeting every 18 months. Every three years, they elect the ippf/whr regional board of directors. Decisions made by the board are not subject to approval by individual mas.

Form 990 Review Process

Form 990, part vi, line 11b the organization's form 990 is initially prepared by an independent accounting firm based on information provided by the organization's finance department in consultation with the organization's staff. The finance department and the organization's regional director and ceo then review and approve the draft return. The draft return is then provided to the entire board prior to filing with the internal revenue service ("irs").

Conflict of Interest Policy

Form 990, part vi, line 12c the organization has a conflict of interest policy in place. Directors are required to confirm their compliance periodically. All new employees are required to submit a conflict of interest questionnaire, at the time of hiring, to human resources disclosing any outside affiliations. In addition, directors and employees are required to disclose to human resources any outside affiliations or potential conflicts of interest as they arise throughout the year. Human resources and the board of directors reviews the outside affiliations to determine if there are any potential conflicts of interest or violations of the conflict of interest policy. If so, appropriate action is taken to resolve any such conflicts or violations, including causing a director to recuse himself or herself from discussion and voting on the issue, and causing an employee to terminate his/her outside affiliation or taking appropriate disciplinary action.

Compensation Review Process

Form 990, part vi, lines 15a and 15b the independent board of directors reviews and approves the compensation of the top management official - the regional director. The organization has a conflict of interest policy in place, and no director who has a conflict of interest is permitted to participate in the discussion or vote on the regional director's compensation. The compensation determination is documented contemporaneously in the organization's records. Further, the chief financial officer's 2017 annual compensation increase and bonus were approved by the finance committee of the board of directors. Compensation for all other employees is set by the regional director with the assistance of the human resources department. Various sources of comparability data are taken into account in determining compensation, to ensure that employees are generally paid within the range of the going market rate for comparable positions at similarly situated organizations.

Availability of Documents to the Public

Form 990, Part VI, Lines 18 and 19 IPPF/WHR's Audited Financial Statements and 990 Tax Returns are made available to the public through our website www.ippfwhr.org and upon request by calling 212-248-6400. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC.

Reconciliation of Net Assets

Form 990, part xi, line 9 change in interest in the net assets of the ippf whr fund: $ 1,683,675 change in value of charitable gift annuities: $ (109,626) gain on foreign currency translation: $ 15,380 ----------- total line 9: $ 1,589,429

Financial Statement Notes

Custodial Arrangements

Schedule d, part iv, line 2b at december 31, 2017, ippf/whr held $1,448,241 on behalf of ippf/london. Ippf/whr has been holding these funds for ippf/london since 2000. These funds, originally received by ippf/london from the united states agency for international development (usaid), are to be used as a quasi-endowment fund to provide a permanent source of financial support for family planning and sexual and reproductive health programs in cape verde, africa. Ippf/whr has invested these funds on behalf of ippf/london. In april 2005, aprofam association pro-bienestar de la familia de guatemala, a member of association of ippf in the western hemisphere region, designated ippf/whr as its agent for the purpose of investing the aprofam sustainability funds for its mission of providing quality family planning and reproductive and child health services to lower income families in guatemala. Ippf/whr invested the aprofam funds of $7,593,524 in april 2005, and at december 31, 2017, these funds were valued at $16,541,360. No distributions were made during 2017.

Use of Endowment Funds

Schedule d, part v, line 4 ippf/whr has a temporarily restricted fund and a board-designated endowment fund: the endowment fund for sustainability (efs) and the ippf/whr board endowment fund. The efs is a temporarily restricted fund created by ippf/whr and usaid as a source of low-interest loans and grants for income-generating and sustainability efforts of ippf/whr associations. The fund was established by the ippf/whr board of directors as a means to enhance the sustainability of the regional office.

Uncertain Tax Positions

SCHEDULE D, PART X, LINE 2 IPPF/WHR is not subject to income taxes except to the extent it has taxable income from activities that are not related to its exempt purpose. IFFP/WHR recognizes the effect of income tax positions only if those positions are more likely than not of being sustained. No provision for income taxes was required for fiscal 2017 or 2016.

Reconciliation of Revenue

Schedule d, part xi, line 2d change in interest in the net assets of the ippf whr fund: $ 1,683,675 change in value of charitable gift annuities: $ (109,626) gain on foreign currency translation: $ 15,380 ---------------- total: $ 1,589,429

Raw XML AppendixShowing 400 of 1,384 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt190
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt200
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt210
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt220
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt240
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD Chairperson
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIRPERSON (BEG 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt2President of the Region
IRS990/Form990PartVIISectionAGrp/TitleTxt3VICE PRESIDENT OF THE REGION
IRS990/Form990PartVIISectionAGrp/TitleTxt4Treasurer (BEG 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt5TREASURER (END 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt6Secretary (BEG 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY (END 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER (BEG 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER (BEG 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER (BEG 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER (END 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER (END 10/2017)
IRS990/Form990PartVIISectionAGrp/TitleTxt13Advisory Director (NON-VOTE)
IRS990/Form990PartVIISectionAGrp/TitleTxt14Advisory Director (NON-VOTE)
IRS990/Form990PartVIISectionAGrp/TitleTxt15Advisory Director (NON-VOTE)
IRS990/Form990PartVIISectionAGrp/TitleTxt16Advisory Director (NON-VOTE)
IRS990/Form990PartVIISectionAGrp/TitleTxt17Advisory Director (NON-VOTE)
IRS990/Form990PartVIISectionAGrp/TitleTxt18Advisory Director (NON-VOTE)
IRS990/Form990PartVIISectionAGrp/TitleTxt19ADVISORY DIRECTOR (NON-VOTE)
IRS990/Form990PartVIISectionAGrp/TitleTxt20ADVISORY DIRECTOR (NON-VOTE)
IRS990/Form990PartVIISectionAGrp/TitleTxt21ADVISORY DIRECTOR (NON-VOTE)
IRS990/Form990PartVIISectionAGrp/TitleTxt22REGIONAL DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt23CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt24DIRECTOR OF ADVOCACY
IRS990/Form990PartVIISectionAGrp/TitleTxt25director of mis
IRS990/Form990PartVIISectionAGrp/TitleTxt26Director of resource dev.
IRS990/Form990PartVIISectionAGrp/TitleTxt27Director of Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt28DIRECTOR OF CONTENT STRAT.
IRS990/Form990PartVIISectionAGrp/TitleTxt29DIR OF INST DEV (FORMER OFCR)
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01954
IRS990/FormerOfcrEmployeesListedInd0true
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0109909
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
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IRS990/GovernmentGrantsAmt0209624
IRS990/GrantAmt04713062
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IRS990/GrantsPayableGrp/EOYAmt04974540
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$118$32.0$86.3$37.3$33.3$3.95
2023Detailed filing. Detailed filing data is available for this year.$110$29.6$80.3$32.8$32.5$0.29
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$106$27.5$78.0$24.8$36.3$11.5
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$125$28.6$96.7$35.8$27.4$8.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$115$29.1$85.7$36.9$26.7$10.1
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$101$28.3$73.1$38.2$34.7$3.43
2018Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$89.5$23.7$65.8$30.1$30.8$0.76
2017Detailed filing. Detailed filing data is available for this year.$95.9$25.7$70.2$26.8$29.4$2.57
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$94.2$23.9$70.2$46.9$33.2$13.7
2015Detailed filing. Detailed filing data is available for this year.$77.2$21.0$56.2$26.5$26.3$0.24
2014Detailed filing. Detailed filing data is available for this year.$84.1$25.3$58.9$25.6$26.3$0.76
2013Detailed filing. Detailed filing data is available for this year.$88.1$28.3$59.8$32.8$32.2$0.52
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$80.3$23.5$56.8$28.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.7$18.4$46.3$28.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.2$16.8$46.4$25.4