Civic Intelligence

Plan International USA Inc.

990 • Fiscal year 2014 • EIN 13-5661832

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 10, 2015

155 Plan Way02886-1099

(401) 738-5600

Siviq Scores

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

Liabilities / Assets

19th percentile

0.07x

Higher debt load relative to assets than 19% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

6th percentile

0.03x

Higher debt load relative to revenue than 6% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

25th percentile

$290,881

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Source year 2014

Asset Growth

91st percentile

25%

Faster asset growth than 91% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

47th percentile

4.2%

Faster revenue growth than 47% of similar nonprofits.

2014 filings • 501(c)3 • $100M-$250M nonprofits • Annualized from 2011 to 2014

Assets

Up

$46,222,299

Up $9,270,546 (+25%) from 2013

Net Assets

Up

$42,925,602

Up $13,644,515 (+47%) from 2013

Liabilities

Down

$3,296,697

Down $4,373,969 (-57%) from 2013

Revenue

$99,982,115

No earlier filing loaded for comparison.

Expenses

Up

$85,968,625

Up $10,789,237 (+14%) from 2013

Net Income

$14,013,490

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2011: $50,962,105Liabilities 2011: $2,086,085Net Assets 2011: $48,876,0202011Assets 2012: $29,288,468Liabilities 2012: $1,572,148Net Assets 2012: $27,716,3202012Assets 2013: $36,951,753Liabilities 2013: $7,670,666Net Assets 2013: $29,281,0872013Assets 2014: $46,222,299Liabilities 2014: $3,296,697Net Assets 2014: $42,925,6022014Assets 2015: $36,364,276Liabilities 2015: $6,584,327Net Assets 2015: $29,779,9492015Assets 2016: $35,217,363Liabilities 2016: $7,053,046Net Assets 2016: $28,164,3172016Assets 2017: $44,686,721Liabilities 2017: $8,749,982Net Assets 2017: $35,936,7392017Assets 2018: $45,996,338Liabilities 2018: $7,081,465Net Assets 2018: $38,914,8732018Assets 2019: $49,445,934Liabilities 2019: $9,177,554Net Assets 2019: $40,268,3802019Assets 2020: $63,516,312Liabilities 2020: $18,408,270Net Assets 2020: $45,108,0422020Assets 2021: $70,253,876Liabilities 2021: $20,466,842Net Assets 2021: $49,787,0342021Assets 2022: $63,915,139Liabilities 2022: $16,360,542Net Assets 2022: $47,554,5972022Assets 2023: $56,829,638Liabilities 2023: $14,785,809Net Assets 2023: $42,043,8292023Assets 2024: $58,148,918Liabilities 2024: $16,629,689Net Assets 2024: $41,519,2292024Assets 2025: $53,192,875Liabilities 2025: $10,482,524Net Assets 2025: $42,710,3512025

Highlighted filing

2014

Assets$46,222,299
Liabilities$3,296,697
Net Assets$42,925,602

Operations Trend

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

$100M$50M$0-$50MRevenue 2011: $88,325,216Expenses 2011: $64,401,129Net Income 2011: $23,924,0872011Expenses 2012: $80,350,8342012Expenses 2013: $75,179,3882013Revenue 2014: $99,982,115Expenses 2014: $85,968,625Net Income 2014: $14,013,4902014Revenue 2015: $84,729,093Expenses 2015: $97,591,639Net Income 2015: -$12,862,5462015Revenue 2016: $57,380,705Expenses 2016: $58,631,970Net Income 2016: -$1,251,2652016Revenue 2017: $71,397,713Expenses 2017: $63,784,709Net Income 2017: $7,613,0042017Revenue 2018: $76,137,415Expenses 2018: $73,443,762Net Income 2018: $2,693,6532018Revenue 2019: $66,727,809Expenses 2019: $64,755,747Net Income 2019: $1,972,0622019Revenue 2020: $65,586,361Expenses 2020: $60,325,309Net Income 2020: $5,261,0522020Revenue 2021: $62,298,897Expenses 2021: $60,192,780Net Income 2021: $2,106,1172021Revenue 2022: $61,455,293Expenses 2022: $60,193,462Net Income 2022: $1,261,8312022Revenue 2023: $55,398,933Expenses 2023: $61,376,830Net Income 2023: -$5,977,8972023Revenue 2024: $56,756,579Expenses 2024: $59,125,586Net Income 2024: -$2,369,0072024Revenue 2025: $51,561,510Expenses 2025: $49,735,639Net Income 2025: $1,825,8712025

Highlighted filing

2014

Revenue$99,982,115
Expenses$85,968,625
Net Income$14,013,490
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 10, 2015
Return Version
2013v4.0
Gross Receipts
$110,169,386
Mission and Program Overview

Mission

See the Organization's

See the Organization's Mission Statement on Schedule O, Page 1

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,174,521$16,047,889▼ $126,632
Pledges and Grants Receivable$9,574,138$9,387,513▼ $186,625
Cash and Non-Interest-Bearing Accounts$7,341,298$5,936,603▼ $1,404,695
Land, Buildings, and Equipment, Net$2,722,629$2,574,687▼ $147,942
Savings and Temporary Cash Investments$535,173$1,960,943▲ $1,425,770
Prepaid Expenses and Deferred Charges$603,994$738,399▲ $134,405
Total Assets$36,951,753$46,222,299▲ $9,270,546
Other Assets Total-$9,576,265-
Liabilities
Other Liabilities$5,069,844--
Accounts Payable and Accrued Expenses$2,600,822$3,296,697▲ $695,875
Total Liabilities$7,670,666$3,296,697▼ $4,373,969
Net Assets / Fund Balance
Temporarily Rstr Net Assets$14,759,376$28,002,079▲ $13,242,703
Permanently Rstr Net Assets$9,152,665$9,464,616▲ $311,951
Unrestricted Net Assets$5,369,046$5,458,907▲ $89,861
Total Net Assets Fund Balance$29,281,087$42,925,602▲ $13,644,515
Total Liabilities and Net Assets / Fund Balance$36,951,753$46,222,299▲ $9,270,546

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$701,729$1,801,574$2,503,303
Equipment$1,484,867$990,176$2,475,043
Leasehold Improvements$203,503$489,242$692,745
Land$184,588-$184,588
Other Assets Org$9,576,265--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$13,579,146$273,073▲ $1,442,797$860,880$14,434,136
2012$12,987,055$215,697▲ $1,156,854$780,460$13,579,146
2011$12,289,377$411,873▲ $285,805-$12,987,055
2010$10,999,258$417,255▲ $1,650,767$777,903$12,289,377
2009$9,763,472$102,481▲ $1,133,305-$10,999,258
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marisa HaireBoard Member-$268,616$22,265$290,881
Ana Teresa Gutierrez-san Martin--$268,616$22,265$290,881
David CannataCFOFT$186,158$28,002$214,160
Christine Sow--$186,158$28,002$214,160
Darren SaywellWASH/CLTS Technical DirectorFT$194,467$15,200$209,667
John Mcgeehan--$194,467$15,200$209,667
Sarka SengezenerDirector Field Program SupportFT$190,707$16,490$207,197
Robert Carter--$190,707$16,490$207,197
Robert CarterChief Info OfficerFT$162,604$27,742$190,346
Darren Saywell--$162,604$27,742$190,346
Christine SowVP, International ProgramsFT$162,348$23,141$185,489
John Berman--$162,348$23,141$185,489
Ana Teresa Gutierrez-san MartinPresident/CEOFT$165,830$15,518$181,348
David Cannata--$165,830$15,518$181,348
John McgeehanChief Operating OfficerFT$164,620$16,687$181,307
Scott Schroeder--$164,620$16,687$181,307
John BermanDirector Business DevelopmentFT$157,425$13,715$171,140
Sarka Sengezener--$157,425$13,715$171,140
Scott SchroederChief Marketing OfficerFT$137,684$25,611$163,295
Carol Donnelly--$137,684$25,611$163,295

Board Members and Trustees

NameTitle
Dorota KeverianBoard Chair
Paul DwyerBoard Member; Audit Chair
Allison Knapp WomackVice Chair
Carol PeasleyBoard Member
Elizabeth MyersBoard Member
Howard CutlerBoard Member
Isobel ColemanBoard Member
Jack PoulsonBoard Member
Jim CochranBoard Member
Sam DeshpandeBoard Member
Tamer RashadBoard Member
Walter StoneBoard Member
Georgiana GibsonSecretary
Eric ChatmanTreasurer
Carol DonnellyVP, HR & Operations

Highest Paid Contractors

ContractorServicesLocationCompensation
Public Outreach FundraisingIn-person solicitation-$3,910,298
Grassroots Campaigns IncIn-person solicitation-$255,990
PricewaterhouseCoopers LLPAccounting/Auditing-$206,000
Ponus Int'l LLCIT Consulting-$170,340
Convio IncIT Services-$158,004
Revenue and Support

Revenue Composition

Contributions and Grants
$97,794,197
Program Service Revenue
$0
Investment Income
$2,408,507
Other Revenue
$-220,589
All Other Contributions
$66,542,883
Change in Net Assets
$14,013,490

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 Traded34$263,267Fair Market Value on Gift Date
Total Noncash Contributions34$263,267-

Audited Revenue Reconciliation

Revenue per Audited Statements
$100,127,212
Revenue Not Reported on Financial Statements
$-145,097
Revenue Not Reported on Form 990
$-13,315
Other Revenue Adjustments
$-220,589
Total Revenue per Audited Statements
$100,113,897
Total Revenue per Form 990
$99,982,115
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$59,536,855
Salaries, Compensation, and Employee Benefits$13,153,576
Other Expenses$8,941,373
Total Fundraising Expense$7,725,634
Professional Fundraising Fees$4,336,821

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$59,452,642--$59,452,642
Other Salaries and Wages$4,839,504$3,838,565$1,209,836$9,887,905
Fees for Services Professional Fundraising--$4,336,821$4,336,821
Travel$1,434,753$284,134$304,112$2,022,999
Fees for Services Other$866,506$681,626$287,644$1,835,776
Occupancy$695,945$327,197$110,610$1,133,752
Other Employee Benefits$250,451$660,206$176,557$1,087,214
Office Expenses$337,196$203,168$345,298$885,662
Current Officers, Directors, Trustees, and Key Employees$47,338$507,019$192,750$747,107
Payroll Taxes$315,767$302,696$103,715$722,178
Pension Plan Contributions$318,822$274,380$115,970$709,172
All Other Expenses$127,592$375,063$46,229$548,884
Depreciation Depletion$118,588$244,010$96,932$459,530
Information Technology$17,224$322,992$62,728$402,944
Advertising$7,911$1,728$312,200$321,839
Fees for Services Accounting$91,500$105,990$0$197,490
Other Expenses$76,633$89,625$3,959$170,217
Foreign Grants$84,213--$84,213
Fees for Service Investment Mgmnt Fees$0$75,492$0$75,492
Fees for Services Legal$21,071$43,110$0$64,181
Insurance$643$60,707$0$61,350
Total Functional Expenses$69,121,231$9,121,760$7,725,634$85,968,625

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$85,968,625
Expenses per Audited Statements$85,893,133
Total Expenses per Audited Statements$85,893,133
Expenses Not Reported on Financial Statements$75,492
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
51-0169168-501(c)(3)Prgram Supprt$59,194,764
56-6001393-501(c)(3)Resrch Srvices$257,878

International Summary

Offices
1
Employees
21
Spending
$1,151,104

International Compliance

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

International Activities

RegionActivityServicesOfficesEmployeesSpending
Sub-Saharan AfricaProgram ServicesReproductive health121$1,066,891
South AsiaGrantsCommunity Development00$84,213
--N/a---
--Women's Empowerment---
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
Yes

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$4,336,821
Fundraising Direct Expenses$244,989
Fundraising Gross Income$24,400

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$149,236$24,400$147,780$-123,380
Total Events$149,236$24,400$244,989$-220,589
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
Yes
Subject to proxy tax
No
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

EIN
13-5661832
Phone
4017385600

Signing Officer

Name
Ana Teresa Gutierrez-san Martin
Title
President & CEO
Phone
4017385600
Signed
2015-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
A San Martin
Formed
1937
Legal Domicile
Ny
Voting Board Members
15
Independent Board Members
15
Employees
183
Volunteers
23

Preparer

Preparer
Robert a Perillo
Phone
4014532020
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

The Form 990 is provided electronically to each member of the

Pt VI, Line 11B

Plan International USA Audit Committee. The Audit Committee

Pt VI, Line 11B

then meets with Plan International USA's CEO & CFO to review the

Pt VI, Line 11B

990 in detail. Once the 990 has been approved by the Audit

Pt VI, Line 11B

Committee, it is sent electronically to the full Board of

Pt VI, Line 11B

Directors for comment. Once the comment period is over,

Pt VI, Line 11B

either the Board approves or delegates authority to the

Pt VI, Line 11B

Executive Committee to approve the Form 990. Once approved,

Pt VI, Line 11B

it is filed with the IRS and posted to the Organization's

Pt VI, Line 11B

website.

Pt VI, Line 11B

.

Pt VI, Line 12C

On an annual basis, the officers, directors and key employees

Pt VI, Line 12C

receive a copy of and review Plan International USA's Conflict of

Pt VI, Line 12C

Interest disclosure questionnaire. Each of them signs that

Pt VI, Line 12C

questionnaire where they must disclose any potential conflicts

Pt VI, Line 12C

of interest. If there are any potential conflicts of interest

Pt VI, Line 12C

relating to a particular vote on the board the member

Pt VI, Line 12C

must declare the potential conflict and abstain from

Pt VI, Line 12C

voting. This is then recorded in the minutes of the

Pt VI, Line 12C

meeting.

Pt VI, Line 12C

.

Pt VI, Line 15A

Every May, the Talent Management Committee (TMC) leads the annual

Pt VI, Line 15A

CEO performance review process. The TMC requests and reviews

Pt VI, Line 15A

a CEO evaluation feedback form that is received from each

Pt VI, Line 15A

Board member as well as from members of the Executive Team.

Pt VI, Line 15A

Based on that feedback, the TMC prepares the performance

Form 990EZ, Part I, Line 16

Professional consulting fees marketing/media miscellaneous

Form 990EZ, Part II, Line 24

Pledges receivable - net grants receivable - net prepaids investments

Form 990EZ, Part II, Line 26

Accounts payable & accrued expenses

Pt VI, Line 15A

review for Board approval. The discussion with the CEO is

Pt VI, Line 15A

conducted by the Board Chair and the Chair of the TMC. Based

Pt VI, Line 15A

on both the CEO and organizational performance, an increase,

Pt VI, Line 15A

if any, is also recommended by the TMC (and approved by the Board)

Pt VI, Line 15A

within the range comparable to other staff increases and

Pt VI, Line 15A

in line with external benchmarks. The TMC retains

Pt VI, Line 15A

documentation with respect to the deliberations and decisions

Pt VI, Line 15A

regarding compensation. The process includes a regular

Pt VI, Line 15A

review of benchmarks with periodic consultation with

Pt VI, Line 15A

a compensation specialist to ensure that the CEO salary

Pt VI, Line 15A

is within market range of comparable positions at

Pt VI, Line 15A

similar organizations.

Pt VI, Line 15A

.

Pt VI, Line 15B

For current staff, including officers and key employees,

Pt VI, Line 15B

but with the exception of the CEO, annual performance

Pt VI, Line 15B

reviews are conducted in the summer/fall. At that time,

Pt VI, Line 15B

managers determine compensation increases for staff based

Pt VI, Line 15B

upon merit and the availability of funds based on organizational

Pt VI, Line 15B

performance. As needed, positions at Plan International USA

Pt VI, Line 15B

are market priced with an outside consultant to determine

Pt VI, Line 15B

if the pay ranges for each job are in line with those

Pt VI, Line 15B

in other like positions in similar geographic locations.

Pt VI, Line 15B

When changes to the job descriptions of current employees

Pt VI, Line 15B

are made, HR Staff have a process for determining grade

Pt VI, Line 15B

level and salary. Documentation is kept regarding each

Pt VI, Line 15B

employee's salary. Officers and Key employees are

Pt VI, Line 15B

reviewed by the CEO and any salary changes are approved

Pt VI, Line 15B

by the CEO.

Pt VI, Line 19

.

Pt VI, Line 19

Plan International USA's financial documents are available publicly

Pt VI, Line 19

on our website at: www.planusa.org and also on other

Pt VI, Line 19

websites, such as GuideStar. In addition, financial

Pt VI, Line 19

information as well as governing documents and our Conflict

Pt VI, Line 19

of Interest policy are available upon request.

Pt XI

.

Pt XI

Other Changes in Net Assets (Part XI, Line 9):

Pt XI

Change in value of perpetual trusts $38,878

Pt XI

Change in value of split-interest agreements (18,575)

Pt XI

Net income from non-operating lease 19,772

Pt XI

Impairment Loss on Investments (13,315)

Pt XI

Impact of Fundraising Event 220,589

Pt XI

---------

Pt XI

Other Changes in net assets (non-operating) $247,349

Pt XI

=========

Pt XI

.

Form

*****plan international usa, inc. Mission statement*****

Form 990, Page 1

Plan strives to achieve lasting improvements in the quality

Part I

of life of vulnerable children in developing countries

Summary

by: 1. Enabling children, their families and their

Form

communities to meet basic needs and to increase their ability

990

to participate in and benefit from their societies; 2.

Page 1

Fostering relationships to increase understanding and

Part I

unity among people of different cultures and countries;

Summary

and 3. Promoting the rights and interests of the world's children.

.

.

Form 990, pg 2

Plan international usa, inc.

Part III

Program service accomplishments

Lines 4A-4C

-------------------------------

.

.

.

Plan International USA, Inc. is the United States member

.

organization of Plan International, Inc.(PII) along with 20

.

other member organizations around the world. Plan International

.

USA implements the vast majority of its international activities

.

through PII which is also a non-profit organization registered

.

in the United States. Plan has been working for and with

.

children for more than 75 years. Today we work through

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field offices in over 50 low-income and middle-income

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countries across Africa, Asia and the Americas to promote

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children's rights and provide better opportunities for millions.

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We focus on ensuring that the children who are most

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marginalized receive the education and protection to which

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they have a right, and that they are not excluded from

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services or decision-making. We carry out our work by

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partnering with communities, local and national governments,

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and civil society organizations. We are independent, with

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no religious, political, or governmental affiliations.

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.

.

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.

.

A. Program and technical support

.

.

.

Program and Technical Support Funding of $67,590,671 (for the

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fiscal year ended June 30, 2014), represents funds received

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by Plan International USA from sponsors, donors, and other

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entities (such as the U.S. Government, corporations,

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foundations, etc.), $8,053,816 of which was used on

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programmatic activities conducted directly by Plan International

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USA, and $59,536,855 of which over 99% was transferred to

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Plan International, Inc. and combined with funding received

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from the 20 other donor countries around the world. The

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combined funds are then managed at PII and used to support

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field programs in over 86,000 communities in 51 developing

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countries. Plan's field programs are focused on the following

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eight core areas as shown below:

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.

.

1. EDUCATION

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Plan's goal: Children and youth will realize their right

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to quality education.

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.

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Education is one of the most powerful tools available to

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break the cycle of poverty. Every child has the right to

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education, but many are excluded because of poverty, gender,

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geographical remoteness, or language or cultural barriers.

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.

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We work to promote free, equal access to quality education

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for all children, as well as learning and life-skills

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training that help young people reach their potential. We

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promote child-friendly learning environments, developing

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teaching skills and teaching materials, providing life-skills

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training, and helping communities become more involved in

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how schools are run.

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We work with national and local governments to help improve

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the laws and public policy on education, and we take part

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in local, national, and international campaigns to promote

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quality education for all.

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.

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In FY14, Plan International USA's expenditures in education

.

totaled approximately $6,100,186 with $5,448,158 transferred

.

to PII for our overseas programs. Examples of Plan's FY14

.

projects in this area include: Burkina Response to Improve

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the Development of Girls' Education (BRIDGE), Girls

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Empowerment Through Education (GETE), and Niger Education

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and Community Strengthening (NECS).

.

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Burkina response to improve the development of girls'

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EDUCATION (BRIDGE)

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.

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The BRIDGE project is a four-year, $1.3 million project

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in Burkina Faso supported by the Because I am a Girl

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campaign, which is funded by individual donors. The goal

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of the project is to obtain equal access to quality, post-

.

primary education for girls and boys in project areas. Project

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activities include: construction of a secondary school

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complex with latrines and clean water; provision of

.

scholarships and bicycles for vulnerable girls; acquisition

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of canteen supplies for school lunch, and gender training

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for teachers.

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.

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Girls' empowerment through education (gete)

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.

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The GETE program in Ethiopia is also funded by the Because

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I am a Girl campaign through individual donors. The $1.2

.

million dollar project targets girls and boys with the

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objective of improving access to quality education. Project

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activities include: construction of girls' and boys' latrines

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and hand-washing stations; provision of school supplies

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and sanitary materials for girls; and creation of parents'

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savings groups to invest in their daughters' education.

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.

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Niger education and community strengthening (necs)

.

.

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This $7.6 million, USAID-funded project's goal is to improve

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educational opportunities available to children, while

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strengthening links between schools and community and state

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structures. In particular, the project aims to increase

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access to quality education and improve student reading

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achievement. Project activities include: promoting girls'

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schooling and a gender-sensitive environment in classrooms

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through teacher training and community engagement; improving

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school governance through community-based structures and

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student leadership; providing new or repaired clean water

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points in schools; rolling out a mentoring program for

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students in difficult situations; developing Early

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Grade Reading curriculum in four Nigerien languages and

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training teachers in the methodology; and establishing

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adult literacy centers.

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2. HEALTH

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Plan's goal: Providing the tools, training, and resources

.

for communities to raise healthy children.

.

.

.

Plan supports a range of programs that reduce newborn and

.

maternal mortality, increase child survival, and support

.

the healthy development of children into adulthood. These

.

interventions include initiatives to prevent and combat

.

specific avoidable childhood illnesses.

.

.

.

We promote good nutrition, early child development, and

.

early education, providing support for parents and

.

caregivers. We work with our partners to help mothers,

.

children, and young people access quality primary health

.

care and social services. In FY14, Plan International USA's

.

expenditures for Health totaled approx. $30,383,292, $28,698,579 of

.

which was transferred to PII. Examples of Plan's FY14

.

projects in this area include Combating Female Genital

.

Mutilation/Cutting (FGM/C) in Sudan; Health Policy Project

.

(HPP); and Targeted States High Impact Program (TSHIP).

.

.

.

Combating female genital mutilation/cutting (fgm/c)

.

.

.

The overall goal of the U.S Department of State-funded

.

Combating FGM/C is to strengthen the capacity of community

.

leaders, local organizations, and communities to effectively

.

and sustainably address FGM/C in 35 communities in Ed Dueim

.

locality in the White Nile State of Sudan. The project

.

relies on trainings of key stakeholders/decision-makers

.

in the community such as religious leaders, midwives,

.

and grandmothers; dissemination of mass media messages through

.

radio and television; and the formation of community

.

action groups to raise awareness and reduce cases of FGM/C.

.

.

.

The health policy project (hpp)

.

.

.

The USAID-funded Health Policy Project (HPP) aims to

.

strengthen policy, advocacy, governance, and financing for

.

strategic, equitable, and sustainable health programming

.

in developing countries. HPP strengthens the capacity of

.

policymakers, planners, and advocates to gather, analyze,

.

and use data to inform advocacy, decision making, monitoring,

.

and accountability. It develops host-country capacity to

.

design evidence-driven policies and guidelines, builds the

.

capacity of civil society organizations to hold governments

.

accountable, and promotes the capacity of health

.

stakeholders to forge partnerships, facilitate dialogue,

.

and foster cooperation among the public sector, private

.

sector, and civil society. Plan will contribute to the

.

project by providing expertise and best practices in the

.

areas of women-centered leadership, advocacy, capacity

.

building, and program management. The project is managed by

.

USAID's Bureau for Global Health Office of Population and

.

Reproductive Health and is implemented by Futures Group,

.

in collaboration with Plan, Futures Institute, Partners

.

in Population and Development Africa Regional Office,

.

Population Reference Bureau, Research Triangle Institute

.

International, and the White Ribbon Alliance for Safe Motherhood.

.

.

.

Targeted states high impact program (tship)

.

.

.

Plan is a consortium partner on the USAID-funded Targeted

.

States High Impact Project (TSHIP) led by John Snow

.

International (JSI). Implemented in Sokoto and Bauchi states

.

in northern Nigeria, the scope of the project is to increase

.

the use of high-impact interventions in maternal, newborn,

.

and child health (MNCH) and family planning/reproductive

.

health (FP/RH). TSHIP focuses on technical areas on

.

MNCH/FP/RH, health systems strengthening, and policy

.

advocacy. Plan leads the community engagement component,

.

including strengthening household education, awareness,

.

and grassroots advocacy to increase demand for and use

.

of MNCH/FP/RH services. Plan has provided leadership in

.

development of a community mobilization strategy designed

.

to effectively engage and empower communities, enable

.

collective problem-solving and action, promote dialogue

.

and partnerships among multiple stakeholders, and sustain

.

positive behavior change at the family and individual level.

.

.

.

3. Disaster relief & recovery

.

.

.

Plan's goal: Children and youth will realize all their

.

rights in emergency situations.

.

.

.

In times of disaster, children are particularly

.

vulnerable. Separation from families and friends causes

.

uncertainty, anxiety, and shock, with a significant impact

.

on children's emotional well-being. Our initial disaster

.

response work focuses on children's urgent needs, such as

.

food and water. We then prioritize child protection and

.

education, to help re-establish a sense of security and

.

normalcy. An important part of our response involves

.

developing child-friendly spaces, which help protect children

.

from harm and exploitation, and aid emotional healing.

.

.

.

We also use a disaster risk reduction approach, to reduce

.

the risk of harm from disasters. Using an innovative

.

child-centered approach, we help children develop the

.

skills they need to keep themselves safer and to make

.

their communities better prepared and more resilient.

.

.

.

Plan International USA's expenditures on disasters in FY14

.

totaled approx. $5,774,639; $5,484,848 of which was transferred

.

to PII. Examples of Plan's FY14 projects in this area include:

.

Emergency Assistance to Typhoon Bopha-Affected Communities

.

of Davao Oriental and Negros Oriental, Philippines; Water

.

and Sanitation Assistance to Malian Refugees in Burkina

.

Faso; and Building Child-Centered Disaster Resilient

.

Communities in Kontum Province, Central Highlands, Vietnam.

.

.

.

Emergency assistance to typhoon bopha-affected

.

Communities of davao oriental and negros oriental,

.

PHILIPPINES

.

.

.

This $1.1 million, USAID-funded emergency assistance project

.

provided relief to approximately 38,000 individuals

.

impacted by Typhoon Bopha in Baganga, Boston, Dumaguete,

.

and Cateel in the Philippines. Project activities

.

included: immediate provision of emergency shelter;

.

distribution of key non-food items; and water, sanitation,

.

and hygiene services.

.

.

.

Water and sanitation assistance to malian refugees in

.

BURKINA FASO

.

.

.

This one-year project was funded by the Department of

.

State's Bureau of Population, Refugees, and Migration for

.

$643,263 to address the immediate water supply, sanitation,

.

and hygiene promotion needs among Malian refugees and

.

host communities in Burkina Faso.

.

.

.

Building child-centered disaster resilient communities

.

In kontum province, central highlands, vietnam

.

.

.

This $750,000 project was funded by USAID to increase the

.

resilience and capacities of vulnerable populations and

.

relevant institutions to better prepare for, mitigate the

.

effects of, and respond to natural disasters. The project

.

also forms part of the National Program on community-based

.

disaster risk management. Project activities include the

.

support of improved engagement between citizens and local

.

authorities to drive more effective and improved local

.

governance.

.

.

.

4. CHILD PARTICIPATION

.

.

.

Plan's goal: Children will take part in decisions that

.

affect their lives.

.

.

.

The Convention on the Rights of the Child enshrines children's

.

right to participate as citizens, but in many parts of the

.

world their voices go unheard. Plan helps children and

.

young people become aware of their rights. We strengthen

.

their confidence and leadership skills so they can come

.

together and press for positive change through events and

.

the media, as well as by planning and designing programs.

.

We also enable children's and youth organizations to

.

advocate for change, monitor children's rights, and hold

.

government and service providers accountable.

.

.

.

Examples of Plan's FY14 projects in this area include:

.

Safer Cities for Girls and Girls Promoting the Reduction

.

of Gender Violence. Including these and other projects,

.

Plan International USA's expenditures on Child Participation

.

in FY14 totaled approx. $4,127,422, $3,803,386 of which

.

was transferred to PII.

.

.

.

SAFER CITIES FOR GIRLS

.

.

.

The Safer Cities for Girls project in Cairo is part of the

.

global Because I am a Girl Urban Program, which seeks to

.

build safe, accountable, and inclusive cities for girls in

.

five countries around the world. This $700,000 project

.

will engage adolescent girls under age 18 in the informal

.

settlement of Ezbet Khairallah in Cairo, in order to

.

promote girls' access to safe public spaces, their

.

meaningful participation in urban development and

.

governance, and their autonomous mobility throughout the

.

city. In addition to activities for adolescent girls

.

to build their life skills and participation, this project

.

works with families and communities, institutions, local

.

government, and transport authorities to build a safe

.

environment for girls to thrive.

.

.

.

Girls promoting the reduction of gender violence

.

.

.

This $910,000, Because I am a Girl-funded project was

.

designed to reduce violence against girls through

.

empowerment in El Salvador. Project activities include:

.

creation of "co-listener" peer education groups and safe

.

spaces for girls; provision of psychological support;

.

facilitation of leadership training; coordination of art

.

festivals to raise awareness on gender violence; and the

.

inclusion of gender training for men and boys.

.

.

.

5. PROTECTION

.

.

.

Plan's goal: Providing a safe place for children to live

.

and grow to their full potential.

.

.

.

Plan works to ensure that all children are safe and

.

protected from abuse, neglect, exploitation, and violence.

.

We provide services designed to prevent abuse, neglect,

.

and exploitation of children and to help victims recover.

.

We campaign for and promote adequate legal protection at

.

all levels, as well as advocate for strong support within

.

families and communities. We also raise public awareness

.

of, and respect for, the right of all children to protection

.

and help young people access the skills and knowledge

.

that will enable them to protect themselves.

.

Expenditures from Plan International USA in this area

.

totaled approx. $2,930,892 for FY14, $2,351,311 of which was

.

transferred to PII. Examples of Plan's FY14 projects in

.

this area include: Protecting Human Rights in Bangladesh

.

(PHR); Fighting Against Child Trafficking (FACT); Combating

.

Child Labor in Andhra Pradesh; and Addressing Children's

.

Basic Rights in Senegal (ABRIS).

.

.

.

Protecting human rights (phr)

.

.

.

The PHR project is a five-year domestic violence

.

prevention and protection program in Bangladesh being

.

implemented by Plan International across the county, with

.

funding support from USAID. Implementation activities

.

focus on 102 unions and eight upazilas of six districts:

.

Barguna, Borga, Chittagong, Dinajpur, Jessore, and Sylhet.

.

The aim of the program is to reduce domestic violence and

.

related human rights abuses in Bangladesh. To implement

.

the program, PHR works in partnership with the Bangladesh

.

National Woman Lawyers' Association (BNWLA), the

.

International Center for Research on Women (ICRW), and

.

11 local partners.

.

.

.

The PHR program stresses the importance of forming

.

partnerships, alliances, and collaborative efforts that

.

foster preventive, protective, and legal human rights

.

measures, as well as developing linkages between and among

.

local and national government representatives, non-

.

governmental organizations, civil society, and community

.

leaders. The coalition, working together as agents of

.

change with local communities, spearheads efforts to:

.

eradicate domestic violence and related human rights

.

abuses such as dowry, child marriage, sexual harassment,

.

trafficking-in-persons, stalking, rape, and child

.

abduction; protect and support survivors; enforce policies

.

and build public awareness.

.

.

.

Fight against child trafficking (fact)

.

.

.

The $1.1 million FACT project is funded by individual

.

donors and the Because I am a Girl campaign to prevent the

.

trafficking of women and children, protect those who are

.

trafficked, and safeguard women and girls from gender-based

.

violence. Project activities include: implementation of

.

the Better Life Options and Opportunities Model (BLOOM)

.

centers for girls and boys; facilitation of gender and

.

trafficking awareness training for community members;

.

sensitization of risk factors of and ways to prevent

.

child trafficking; promotion of government and community

.

leadership and accountability in the prevention of child

.

trafficking; and creation and enabling of safe environments

.

at household and community levels for vulnerable and

.

rescued children.

.

.

.

Combating child labor in andhra pradesh, india

.

.

.

This $748,801 project, funded by individual donors and

.

the Because I am a Girl campaign, aims to prevent child

.

labor in the region of Andhra Pradesh, where girls are

.

disproportionately affected. The project promotes

.

enrollment of at-risk children in school and safe

.

vocational training, as well as assists their families

.

with livelihoods and economic support. Project activities

.

include: promotion of school enrollment campaigns and

.

vocational training for girls; formation of community

.

child-protection committees; implementation of advocacy

.

initiatives with labor unions and local government to

.

enforce laws against child labor; and connection of poor

.

rural families with national employment programs.

.

.

.

Addressing children's basic rights in senegal (abris)

.

.

.

This $750,000 project - funded by the U.S. Department of

.

State's Office to Monitor and Combat Trafficking in

.

Persons - builds the capacity of local communities and

.

the Senegalese Government to prevent and respond to

.

trafficking of children, particularly those exploited as

.

street beggars (known as talibes). The ABRIS project is

.

working to strengthen the capacity of law enforcement and

.

legal system personnel to identify and combat trafficking

.

of talibe children; strengthen the referral system for

.

trafficking victims; raise awareness about the risks and

.

prevalence of trafficking among children and communities;

.

and increase the available community-based services for

.

talibe trafficking victims and children vulnerable to trafficking.

.

.

.

6. ECONOMIC SECURITY

.

.

.

Plan's goal: All children and young people realize their

.

economic right to engage in safe and decent work of their

.

choosing and make a positive contribution to civil society.

.

.

.

Plan advocates for young people to make informed choices

.

about their work. We help them access the skills,

.

knowledge, and information they need to secure productive,

.

decent work and access to financial services - especially

.

for women and young people. We work to ensure the inclusion

.

of marginalized populations - especially women and youth - so

.

they can take action to improve their lives.

.

.

.

Working with national and local governments, we advocate

.

for state and community support in times of economic

.

difficulty, to enable children and young people to

.

continue development, and promote policies that support

.

economic activity. We also work with the private sector

.

and civil society to ensure that economic opportunities

.

are available, sustainable, and have the best possible

.

impact on children's lives.

.

.

.

Examples of Plan's FY14 projects in this area include:

.

Women and Youth Saving for Empowerment (WYSE); Girl

.

Power; and Village Savings and Loans for Women. On these

.

projects and others, Plan International USA expended

.

approx. $5,055,024 in FY14, $3,026,490 of which was

.

transferred to PII.

.

.

.

Women and youth saving for empowerment (wyse)

.

.

.

The WYSE project, which will run until 2017, funds the

.

expansion of savings groups (SGs) in three West African

.

countries - Benin, Burkina Faso, and Togo - and uses them

.

as drivers for social and economic development. WYSE aims

.

to engage over 39,000 women and youth members in more

.

than 1,700 savings groups. The project reflects Plan's

.

Child-Centered Community Development (CCCD) approach,

.

through which marginalized groups of women and youth

.

generate increased assets (personal, social, financial,

.

and physical) and access to quality services for

.

themselves and their children. Expanding beyond the

.

typical savings group model, WYSE uses savings groups as

.

platforms for learning and skills building. By participating

.

in enhancement activities to develop skill sets such as

.

literacy or leadership skills, enterprise development,

.

and entrepreneurship, members strengthen their financial

.

management and maximize investment of savings and dividends.

.

With increased savings and improved income from micro

.

businesses, women provide their families with greater

.

access to health care services and educational

.

opportunities. Youth members gain exposure to this simple

.

and low-risk financial system, inculcate a savings habit,

.

develop their money management skills, and have the

.

opportunity to invest in small economic activities.

.

.

.

GIRL POWER

.

.

.

The five-year, $853,624 project in Sierra Leone is

.

funded by individual donors and the Because I am a Girl

.

campaign to create an enabling environment where girls

.

participate on issues affecting their lives; establish

.

and improve mechanisms that protect and prevent children

.

from pregnancy, early marriage and gender-based violence; and

.

strengthen and support mechanisms that promote the rights

.

of girls. Project activities include: creation of savings

.

and loan groups, facilitation of leadership and

.

reproductive health training for girls; and implementation

.

of community outreach campaigns to reduce gender violence.

.

.

.

Village savings and loans for women

.

.

.

The Village Savings and Loans for Women Project in Vietnam

.

is a three-year, $1.1 million project funded by individual

.

donors and the Because I am a Girl campaign to increase

.

access to savings-based financial services for poor rural

.

households. Project activities include: the organization

.

of savings groups primarily for women; the training of the

.

Women's Union on gender based violence; sanitation; and

.

how to manage the groups independently.

.

.

.

7. Sexual health, including hiv

.

.

.

Plan's goal: Children and youth will realize their right

.

to sexual and reproductive health, including HIV

.

prevention, care, and treatment.

.

.

.

We support quality, age-appropriate reproductive and

.

sexual health education and services for children and

.

young people. We challenge the beliefs and attitudes that

.

maintain inequality between the sexes. We also advocate

.

for more effective policies and actions that respect and

.

protect the rights of children living in a world with HIV.

.

These include the right to be protected from HIV and, for

.

those affected, to receive care and support. This work

.

includes advocating for children orphaned by AIDS to live

.

with family members. In FY14, Plan International USA

.

expended approx. $7,867,778 on sexual health (including HIV)

.

programs, $6,708,615 of which was transferred to PII.

.

.

.

Examples of Plan's FY14 projects in this area include

.

Tekponon Jikuagou; and Acceleration of Access to Services

.

for Prevention of HIV, Treatment, and Community Support.

.

.

.

Tekponon jikuagou: addressing unmet need for family

.

Planning through social networks

.

.

.

Tekponon Jikuagou is a five-year USAID-funded project that

.

aims to reduce the unmet need for family planning in

.

Benin through community social network interventions.

.

Tekponon Jikuagou, which loosely translates as "using all

.

means to reduce maternal mortality," responds to persistent

.

low rates of family planning uptake in Benin. By applying

.

social network theory and analysis, Tekponon Jikuagou

.

moves the focus from targeting individuals with behavior

.

change activities to thinking of individuals as members

.

of formal and informal networks that influence ideas and

.

behaviors. The goal is to create a social environment

.

that enables married couples to achieve their fertility

.

desires by fostering reflective dialogues, catalyzing

.

discussions, and diffusing key family planning messages

.

through formal and informal social groups, influential

.

opinion leaders, and well-connected individuals.

.

.

.

Acceleration of access to services for prevention of hiv,

.

Treatment, and community support

.

.

.

This four-year project in Benin is funded by the Global Fund

.

to fight AIDS, Tuberculosis, and Malaria (Global Fund). Plan

.

was appointed as one of the Principal Recipients (PR's)

.

for the following service areas: prevention (contraceptive

.

availability and community outreach) and care and support

.

for the chronically ill (support for orphans and vulnerable

.

children, reduction in stigmatization in all areas, and

.

care and support for chronic diseases). The project aims

.

to reduce new infections, as well as to treat and ensure

.

the care of key populations with a high risk of HIV

.

infection and of vulnerable populations through

.

interventions adapted to their contexts.

.

.

.

8. Water, sanitation & hygiene

.

.

.

Plan's goal: Children and youth will realize their right

.

to safe, reliable, and affordable drinking water supplies;

.

to hygienic sanitation; and to live in a clean environment.

.

.

.

Plan's water, sanitation, and hygiene programs are reaching

.

a growing number of people, and we are one of the leading

.

proponents of community-led total sanitation. This rights-

.

based approach involves encouraging communities - often

.

children and young people - to take the lead in improving

.

their sanitation and to champion the benefits of hygiene

.

and sanitation to their peers, families, and neighbors.

.

We train and support the community to maintain water

.

supplies and latrines and reinforce behaviors such as hand

.

washing with soap. We work alongside government,

.

communities, and local groups to ensure that our impact

.

is sustainable in the long-term.

.

.

.

Examples of Plan's FY14 projects in this area include:

.

Testing Modified Community-Led Total Sanitation (CLTS) for

.

Scalability, and Cambodia Rural Sanitation and Hygiene

.

Improvement Program (CR-SHIP). Plan International USA

.

expended approx. $5,351,438 on water, sanitation and hygiene in

.

FY14, $4,015,468 of which was transferred to PII.

.

.

.

Testing modified community-led total sanitation (clts)

.

FOR SCALABILITY

.

.

.

This $7 million, Bill and Melinda Gates Foundation-funded

.

project aims to advance rural sanitation efforts in Kenya,

.

Ethiopia, Ghana, and worldwide by improving the cost-

.

effectiveness and scalability of the CLTS approach through

.

increased engagement of local actors. This goal will be

.

achieved by collecting, critically evaluating, and

.

disseminating practical lessons learned about overcoming

.

common challenges to implementing CLTS at scale, based on

.

applied research from pilot interventions in Kenya, Ghana,

.

and Ethiopia that are embedded in broader knowledge

.

generation activities. In line with the CLTS approach,

.

the project applies community-led solutions to address

.

both demand for and supply of sanitation, to help

.

communities eliminate open defecation and maintain and

.

improve sanitation status over time.

.

.

.

Cambodia rural sanitation and hygiene improvement

.

PROGRAM (CR-SHIP)

.

.

.

The Cambodia Rural Sanitation and Hygiene Improvement

.

Program (CR-SHIP) has expanded from a five-year to an

.

eight-year program, funded by the Global Sanitation Fund

.

(GSF) of the Water Supply and Sanitation Collaborative

.

Council (WSSCC). Plan International serves as the

.

Executing Agency for the program and is responsible for

.

the overall management of the program and overseeing

.

program implementation. The original program aims to

.

increase sustained access to improved sanitation and promote

.

proper hygiene practices, and directly benefits more than

.

400,000 households in rural Cambodia, indirectly reaching

.

more than 1 million households. Specifically, CR-SHIP will

.

target 5,600 villages in five provinces (Kampong Cham,

.

Kampong Speu, Kandal, Takeo, and Svay Rieng), where the

.

current sanitation coverage is below 50 percent. The

.

expanded project will cover five new provinces (Kampot,

.

Kampong Thom, Kampong Chhnang, Kratie, and Prey Veng) and

.

will benefit an estimated 261,423 households in 1,494

.

villages. CH-SHIP's interventions and activities focus

.

on creating access to basic and improved sanitation

.

facilities at rural household and community levels and

.

inducing hygiene behavioral change among rural households

.

and communities, key duty-bearers in government, and

.

within the private sector.

.

.

.

B. Building relationships

.

.

.

As part of our mission, we promote learning and understanding

.

among people of different countries and cultures. Our

.

child sponsorship program - where a sponsor in the U.S. is

.

linked with a child in need - encourages children and

.

sponsors to exchange letters, cards, and photos as a way

.

to better understand each other's cultures. Through our

.

website and sponsor communications, we frequently urge

.

sponsors to send email communications or letters to their

.

sponsored children. To support sponsors in writing to

.

their sponsored children consistently, we provide turn-

.

around stationery several times throughout the year. These

.

cross-cultural exchanges provide the foundation for the

.

sponsor/child relationship.

.

.

.

Plan also provides various program communications to

.

sponsors throughout the year. Sponsors are introduced to

.

their children through the initial materials in their

.

Sponsorship Guide. The "Sponsored Child Introduction"

.

provides information on the child and family, along with

.

a photo. The background information is also accompanied by

.

an "Area Overview" that provides information relevant to

.

activities in the sponsored child's community. Our annual

.

"Programs in Action" report highlights some of our

.

program successes across the world each year, while our

.

"Annual Update" specifically details programs or projects

.

within a child's community or program area. This update is

.

accompanied by new photographs of the sponsored child and

.

his or her family members.

.

.

.

Building relationships is a reciprocal process, and we

.

constantly encourage two-way communications. We contact

.

all new sponsors to welcome them to Plan and encourage

.

them to write to their sponsored child, and we send writing

.

materials to sponsors who have been with us for six months,

.

encouraging them to do the same. We also promote an annual

.

"Plan International USA Writing Day" to emphasize the

.

importance of communications. In addition, we remind

.

sponsors of their children's upcoming birthdays and

.

encourage them to send birthday cards. Finally, we have a

.

"writing series" that prompts our sponsors to write

.

to their children.

.

.

.

The costs of $551,283 associated with these cross-cultural

.

exchanges are known as "Building Relationships." During

.

the year ended June 30, 2014, there were more than

.

100,000 instances of communications between sponsors and

.

their sponsored children and families. These communications

.

are processed through a centralized communications and

.

mail area at Plan International USA offices in Warwick, RI.

.

.

.

C. Development education and advocacy

.

As part of its mission, Plan International USA conducts

.

educational outreach programs in the U.S. with youth,

.

educators, donors, sponsors, and the public about issues

.

affecting children and families in the developing world.

.

Development education programs enhance the public's

.

understanding of the causes and conditions of poverty in

.

developing countries and the role that Plan has in the

.

development process. Development Education is one of the

.

key tools Plan uses to strengthen relationships with and

.

between individual children, adults, groups, organizations,

.

and institutions.

.

.

.

Plan International USA brings messages to the public

.

through its "Programs in Action" and "Promising Futures"

.

reports, country information booklets, cross-cultural

.

communications, website updates, monthly e-newsletter, and

.

specific work with classroom learning. Information about

.

issues affecting children is regularly posted on our

.

website, and through social media channels. Youth group

.

activities and speaking engagements by staff also play a

.

key role in the delivery of these messages.

.

.

.

The Youth Engagement and Action (YEA) team at Plan

.

International USA works directly with students and teachers

.

in an effort to increase awareness of the challenges and

.

barriers that children and youth in the developing world

.

face. Specifically, our youth network, Youth United for

.

Global Action & Awareness (YUGA), gives young people a

.

voice by helping them organize meetings, school activities,

.

retreats, and events that bring attention to children

.

affected by poverty, HIV/AIDS, child trafficking, and

.

other issues. The team also manages School-2-School

.

Linking, a program that connects youth in the United States

.

with their peers overseas. School-2-School Linking

.

provides a private, secure online platform and a monthly,

.

project-based curriculum that explores different development

.

topics, while employing creative cross-cultural learning

.

strategies.

.

.

.

Additionally, Plan International USA facilitates engagement

.

through group meetings, development of school curricula,

.

and advocacy that reinforces our communications around

.

poverty and community development. Plan International USA

.

is an active partner and/or member in groups and coalitions

.

that support these issues, such as the Sanitation and

.

Water for All Partnership (SWA), Alliance for International

.

Youth Development, Basic Education Coalition, and

.

InterAction. Plan International USA is also a founding

.

member, chair, and coordinator of the Orphans and Vulnerable

.

Children Task Force. Regular meetings between CEO's and

.

senior staff of organizations with similar missions help

.

to give all of us a stronger voice. For the fiscal year

.

ended June 30, 2014 the total Development Education and

.

Advocacy expenses were $979,277. During the fiscal year

.

ended June 30, 2014, Plan International USA initiated

.

nearly half a million mailed or emailed communications,

.

and participated in various presentations, activities

.

and forums.

.

.

.

Another important element of Plan's outreach are the

.

initiatives and partnerships we develop to increase

.

awareness about challenges in the developing world. One

.

such partnership is Plan's ongoing relationship with

.

10x10 and the Girl Rising film/movement. The partnership

.

between Plan International USA and 10x10, which began four

.

years ago, culminated in 2013 with the release of the film,

.

Girl Rising. Girl Rising tells the true stories of real

.

girls striving beyond circumstance and succeeding against

.

impossible odds. It features narrations by stars such

.

as Meryl Streep, Anne Hathaway, Alicia Keys, Kerry

.

Washington, Because I am a Girl global ambassador Freida Pinto,

.

and others. Along with a handful of other NGO partners,

.

Plan is benefitting from money raised from the film

.

and associated campaign, which will go towards BIAAG

.

marquee projects. Joint initiatives between Plan

.

International USA and 10x10 are ongoing, particularly

.

around youth-focused curricula and advocacy.

.

.

.

A different type of partnership, celebrity engagement,

.

has been extremely helpful in leveraging our brand and

.

raising awareness. Celebrities are able to lend their

.

voices to Plan International USA's causes and amplify our

.

messages to various audiences, particularly through various

.

print, on-air, and social media channels.

.

.

.

Through donor communications, sponsor meetings, website

.

publications, and public gatherings, Plan International

.

USA will continue to reach out to the public and invite

.

them to engage with us and make a difference for children

.

in need. We have found that once people understand these

.

issues, they are willing to take action. Our task is to

.

help bring these issues to light.

.

.

Schedule I

Plan International USA monitors funds transferred to Plan

Part I, Line 2

International, Inc. (PII) regularly throughout each fiscal

.

year. Plan International USA staff are involved in the

.

planning, design, and implementation of programs that

.

are currently administered through PII and work directly

.

with staff of PII in these matters. Some of the

.

specific activities include:

.

.

.

1. Plan International USA has access to and regularly reviews

.

the global organization's intranet site which includes

.

significant amounts of data on the program activities

.

being conducted throughout all of the program locations.

.

.

.

2. Plan International USA has regular access to financial

.

reporting which allows for the monitoring of programs on a

.

budget vs. actual basis as well as providing detail on the

.

types of spending that are conducted so that the monitoring

.

of the proper scope of work can be done.

.

.

.

3. Plan International USA can review the results of the work

.

conducted by PII's Global Assurance Unit (i.e. internal

.

audit) to gain satisfaction over the procedures and controls

.

that are in place at the program locations.

.

.

.

4. Plan International USA staff conduct regular field

.

visits whereby they perform program monitoring and evaluation

.

work as well as providing technical program

.

backstopping assistance.

.

.

.

5. Plan International USA has representation on many of

.

the global management and program consortia that help oversee

.

and guide the work of PII.

.

.

.

6. At Plan International USA, the U.S. National Office (USNO)

.

of Plan International, Inc., two members of the USNO

.

Board of Directors are elected as delegates to the

.

Plan International Member's Assembly which is composed

.

of delegates from all national office members. The Member's

.

Assembly serves as the governance and policy setting board

.

for the worldwide organization.

.

.

.

Overall, there is open communication between Plan International

.

USA and PII which provides for effective and timely

.

oversight of the use of funding provided by Plan

.

International USA to PII.

.

.

Schedule G

The information for Public Outreach Fundraising and

Line 2(B)

Grassroots Campaigns are representative of the

Column (V)

results during the fiscal year ended June 30, 2014. The

.

activities are undertaken primarily to generate monthly-giving

.

donors as opposed to soliciting one-time gifts. Although some

.

one-time gifts are achieved, the focus is on child and

.

project sponsors who enroll into a long-term voluntary

.

giving program. As a result, it is not unusual to have

.

small amounts of revenue within the same fiscal year as the

.

campaigns are conducted. Instead, the costs are recovered

.

over a long-term period through the donors that are retained

.

and make continuing payments. During the fiscal year

.

ended June 30, 2014, the campaigns with Public Outreach

.

Fundraising and Grassroots Campaigns generated approx.

.

10,000 new donors who signed up for one of Plan International

.

USA's monthly giving options.

.

.

Schedule G

Plan International USA entered into agreements with

Part IV

fundraisers under which they made payments exclusively for

.

professional services and not for reimbursement of expenses.

.

.

Schedule G, Part IV

Names and Addresses of Firms Listed in Part I

.

.

.

Public Outreach Fundraising

.

#134P-509 Olive Way

.

Seattle, WA 98101

.

.

.

Grassroots Campaigns, Inc.

.

59 Temple Place, Suite 402

.

Boston, MA 02111

Financial Statement Notes

Pt V Line 4

The intended use of the Endowment Fund is to maintain the purchasing power of the assets through long-term returns which provide for both a) future growth of the endowment and b) current income which can be used to support Plan's program activities. .

Pt XI Line 2D

This amount is comprised of the net impairment loss on investments of $(13,315).

Pt XI Line 2D

.

Pt XI Line 4B

This amount represents the loss on the Fundraising Event prior to factoring in the impact of contributions received at the event of $125k.

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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0Board Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Vice Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt4Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt5Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt6Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt7Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt8Board Member; Audit Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt9Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt10Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt11Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt12Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt13Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt14Board Member
IRS990/Form990PartVIISectionAGrp/TitleTxt15President/CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16CFO
IRS990/Form990PartVIISectionAGrp/TitleTxt17VP, International Programs
IRS990/Form990PartVIISectionAGrp/TitleTxt18Dir. Business Development
IRS990/Form990PartVIISectionAGrp/TitleTxt19Dir Field Program Support
IRS990/Form990PartVIISectionAGrp/TitleTxt20Chief Info Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt21WASH/CLTS Technical Dir
IRS990/Form990PartVIISectionAGrp/TitleTxt22Chief Operating Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt23Chief Marketing Officer
IRS990/Form990PartVIISectionAGrp/TitleTxt24VP, HR & Operations
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01937
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingAmt0124836
IRS990/FundraisingDirectExpensesAmt0244989
IRS990/FundraisingGrossIncomeAmt024400
IRS990/GainOrLossGrp/SecuritiesAmt01974505
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt015
IRS990/GovernmentGrantsAmt031126478
IRS990/GrantAmt059536855
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt059452642
IRS990/GrantsToDomesticOrgsGrp/TotalAmt059452642
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt011916787
IRS990/GrossReceiptsAmt0110169386
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt015
IRS990/IndivRcvdGreaterThan100KCnt026
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt062728
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0322992
IRS990/InformationTechnologyGrp/ProgramServicesAmt017224
IRS990/InformationTechnologyGrp/TotalAmt0402944
IRS990/InsuranceGrp/FundraisingAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt060707
IRS990/InsuranceGrp/ProgramServicesAmt0643
IRS990/InsuranceGrp/TotalAmt061350
IRS990/InvestmentIncomeGrp/ExclusionAmt0434002
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0434002
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt016174521
IRS990/InvestmentsPubTradedSecGrp/EOYAmt016047889
IRS990/IRPDocumentCnt075
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt03280992
IRS990/LandBldgEquipBasisNetGrp/BOYAmt02722629
IRS990/LandBldgEquipBasisNetGrp/EOYAmt02574687
IRS990/LandBldgEquipCostOrOtherBssAmt05855679
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt09942282
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0true
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0See the Organization's
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0true
IRS990/NetAssetsOrFundBalancesBOYAmt029281087
IRS990/NetAssetsOrFundBalancesEOYAmt042925602
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01974505
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01974505
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-220589
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-220589
IRS990/NetUnrlzdGainsLossesInvstAmt0-616324
IRS990/NoncashContributionsAmt0263267
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/FundraisingAmt0110610
IRS990/OccupancyGrp/ManagementAndGeneralAmt0327197
IRS990/OccupancyGrp/ProgramServicesAmt0695945
IRS990/OccupancyGrp/TotalAmt01133752
IRS990/OfficeExpensesGrp/FundraisingAmt0345298
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0203168
IRS990/OfficeExpensesGrp/ProgramServicesAmt0337196
IRS990/OfficeExpensesGrp/TotalAmt0885662
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt09576265
IRS990/OtherChangesInNetAssetsAmt0247349
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt0176557
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0660206
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0250451
IRS990/OtherEmployeeBenefitsGrp/TotalAmt01087214
IRS990/OtherExpensesGrp/Desc0Banking & Credit Card Fees
IRS990/OtherExpensesGrp/Desc1Outside Clerical
IRS990/OtherExpensesGrp/Desc2Repairs/Maintenance
IRS990/OtherExpensesGrp/Desc3Training
IRS990/OtherExpensesGrp/FundraisingAmt00
IRS990/OtherExpensesGrp/FundraisingAmt120186
IRS990/OtherExpensesGrp/FundraisingAmt287
IRS990/OtherExpensesGrp/FundraisingAmt33959
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0406456
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1184284
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2133312
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt389625

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$53.2$10.5$42.7$51.6$49.7$1.83
2024Summary only. Only limited summary data is available for this year.$58.1$16.6$41.5$56.8$59.1$2.37
2023Summary only. Only limited summary data is available for this year.$56.8$14.8$42.0$55.4$61.4$5.98
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$63.9$16.4$47.6$61.5$60.2$1.26
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$70.3$20.5$49.8$62.3$60.2$2.11
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$63.5$18.4$45.1$65.6$60.3$5.26
2019Summary only. Only limited summary data is available for this year.$49.4$9.18$40.3$66.7$64.8$1.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$46.0$7.08$38.9$76.1$73.4$2.69
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.7$8.75$35.9$71.4$63.8$7.61
2016Detailed filing. Detailed filing data is available for this year.$35.2$7.05$28.2$57.4$58.6$1.25
2015Summary only. Only limited summary data is available for this year.$36.4$6.58$29.8$84.7$97.6$12.9
2014Detailed filing. Detailed filing data is available for this year.$46.2$3.30$42.9$100.0$86.0$14.0
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.0$7.67$29.3$75.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.3$1.57$27.7$80.4
2011Summary only. Only limited summary data is available for this year.$51.0$2.09$48.9$88.3$64.4$23.9
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)3 • $100M-$250M nonprofits