Civic Intelligence

Results for Development Institute Inc.

990 • Fiscal year 2017 • EIN 20-8530747

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 06, 2018

1111 19th Street NW No 700Washington, DC 20036

(202) 470-5717

Siviq Scores

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

Liabilities / Assets

38th percentile

0.15x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

34th percentile

0.16x

Higher debt load relative to revenue than 34% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

74th percentile

$379,238

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Source year 2017

Asset Growth

86th percentile

20%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

26th percentile

-2.5%

Faster revenue growth than 26% of similar nonprofits.

2017 filings • 501(c)3 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$35,454,024

Up $5,956,981 (+20%) from 2016

Net Assets

Up

$30,074,242

Up $6,054,512 (+25%) from 2016

Liabilities

Down

$5,379,782

Down $97,531 (-1.8%) from 2016

Revenue

Down

$32,802,633

Down $834,008 (-2.5%) from 2016

Expenses

Up

$26,759,196

Up $2,765,058 (+12%) from 2016

Net Income

Down

$6,043,437

Down $3,599,066 (-37%) from 2016

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0-$10MAssets 2011: $18,327,576Liabilities 2011: $1,381,527Net Assets 2011: $16,946,0492011Assets 2012: $14,599,201Liabilities 2012: $2,380,709Net Assets 2012: $12,218,4922012Assets 2013: $10,548,417Liabilities 2013: $2,043,167Net Assets 2013: $8,505,2502013Assets 2014: $12,078,846Liabilities 2014: $2,290,971Net Assets 2014: $9,787,8752014Assets 2015: $19,978,007Liabilities 2015: $5,600,780Net Assets 2015: $14,377,2272015Assets 2016: $29,497,043Liabilities 2016: $5,477,313Net Assets 2016: $24,019,7302016Assets 2017: $35,454,024Liabilities 2017: $5,379,782Net Assets 2017: $30,074,2422017Assets 2018: $27,992,228Liabilities 2018: $5,085,178Net Assets 2018: $22,907,0502018Assets 2019: $26,233,609Liabilities 2019: $8,924,611Net Assets 2019: $17,308,9982019Assets 2020: $22,562,813Liabilities 2020: $14,428,735Net Assets 2020: $8,134,0782020Assets 2021: $16,759,449Liabilities 2021: $13,087,956Net Assets 2021: $3,671,4932021Assets 2022: $23,101,210Liabilities 2022: $24,632,288Net Assets 2022: -$1,531,0782022Assets 2023: $29,609,636Liabilities 2023: $30,216,271Net Assets 2023: -$606,6352023Assets 2024: $20,731,866Liabilities 2024: $20,730,884Net Assets 2024: $9822024

Highlighted filing

2017

Assets$35,454,024
Liabilities$5,379,782
Net Assets$30,074,242

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2011: $9,589,6762011Expenses 2012: $12,403,2112012Revenue 2013: $11,682,342Expenses 2013: $15,342,775Net Income 2013: -$3,660,4332013Revenue 2014: $19,315,341Expenses 2014: $18,032,716Net Income 2014: $1,282,6252014Revenue 2015: $25,335,668Expenses 2015: $20,753,340Net Income 2015: $4,582,3282015Revenue 2016: $33,636,641Expenses 2016: $23,994,138Net Income 2016: $9,642,5032016Revenue 2017: $32,802,633Expenses 2017: $26,759,196Net Income 2017: $6,043,4372017Revenue 2018: $19,248,986Expenses 2018: $26,432,512Net Income 2018: -$7,183,5262018Revenue 2019: $27,813,792Expenses 2019: $33,411,844Net Income 2019: -$5,598,0522019Revenue 2020: $27,907,567Expenses 2020: $37,082,228Net Income 2020: -$9,174,6612020Revenue 2021: $40,353,687Expenses 2021: $44,768,793Net Income 2021: -$4,415,1062021Revenue 2022: $45,718,850Expenses 2022: $50,820,722Net Income 2022: -$5,101,8722022Revenue 2023: $50,924,009Expenses 2023: $50,029,309Net Income 2023: $894,7002023Revenue 2024: $49,137,699Expenses 2024: $48,542,325Net Income 2024: $595,3742024

Highlighted filing

2017

Revenue$32,802,633
Expenses$26,759,196
Net Income$6,043,437
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 6, 2018
Return Version
2017v2.3
Gross Receipts
$32,802,633
Mission and Program Overview

Mission

Results for development institute (r4d) is a non-profit organization whose mission is to unlock solutions to tough development challenges that prevent people in low- and middle-income countries from realizing their full potential. Using multiple approaches in multiple sectors including, global education, global health, governance and market dynamics, r4d supports the discovery and implementation of new ideas for reducing poverty and improving lives around the world.

To address the tough development challenges facing people in the developing world.

Balance Sheet Detail
LineBeginningEndChange
Assets
Pledges and Grants Receivable$10,520,475$24,153,253▲ $13,632,778
Savings and Temporary Cash Investments$15,379,201$8,079,142▼ $7,300,059
Land, Buildings, and Equipment, Net$2,084,355$1,812,868▼ $271,487
Accounts Receivable$1,104,148$907,306▼ $196,842
Prepaid Expenses and Deferred Charges$309,178$344,534▲ $35,356
Cash and Non-Interest-Bearing Accounts$99,686$156,921▲ $57,235
Total Assets$29,497,043$35,454,024▲ $5,956,981
Liabilities
Other Liabilities$3,163,845$3,127,592▼ $36,253
Accounts Payable and Accrued Expenses$1,396,742$1,471,944▲ $75,202
Grants Payable$156,786$542,935▲ $386,149
Deferred Revenue$759,940$237,311▼ $522,629
Total Liabilities$5,477,313$5,379,782▼ $97,531
Net Assets / Fund Balance
Temporarily Rstr Net Assets$23,227,580$32,046,501▲ $8,818,921
Unrestricted Net Assets$792,150$-1,972,259▼ $2,764,409
Total Net Assets Fund Balance$24,019,730$30,074,242▲ $6,054,512
Total Liabilities and Net Assets / Fund Balance$29,497,043$35,454,024▲ $5,956,981

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$1,291,311$394,779$1,686,090
Other Land Buildings$480,999$441,581$922,580
Equipment$40,558$257,859$298,417
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gina LagomarsinoPresident & CEOFT$315,000$65,805$380,805
William MakinenExecutive Vice PresidentFT$284,856$88,272$373,128
Nathaniel HellerExecutive Vice PresidentFT$283,310$89,051$372,361
David De FerrantiChair/senior FellowFT$286,252$25,240$311,492
Amy BlackExecutive Vice President Until 03/20-$250,812$15,126$265,938
Amy BlackExecutive Vice President Until 03/2018FT$251,028$13,343$264,371
Cheryl CashinSenior Program DirectorFT$193,195$53,280$246,475
Quoc NguyenChief Financial OfficerFT$179,227$41,727$220,954
Heather LucaChief Communications OfficerFT$164,805$47,060$211,865
Amanda FolsomSenior Program DirectorFT$163,941$45,304$209,245
Augustin FloryManaging Director Until 02/2017FT$197,533$11,463$208,996
Chris AtimSenior Program DirectorFT$167,725$30,580$198,305
Nathan BlanchetProgram DirectorFT$140,355$55,200$195,555
Ryan NollChief People OfficerFT$152,491$39,926$192,417
Grace CheeSenior Program DirectorFT$170,317$18,870$189,187
Courtney TolmieSenior Program DirectorFT$148,902$31,133$180,035
Casey SantiagoProgram DirectorFT$156,536$21,173$177,709
Cammie LeeProgram DirectorFT$125,040$10,418$135,458
Nicholas BurnettExecutive Vice President Until 04/2017FT$100,838$6,952$107,790

Board Members and Trustees

NameTitle
Mark HinkleyVice Chair
Doug HattawayDirector
Dzingai MutumbukaDirector
Fola LaoyeDirector
Henry SchirmerDirector
Jorge QuirogaDirector
Jozef RitzenDirector
Julio FrenkDirector
Ngozi Okonjo-iwealaDirector
Olivier LafourcadeDirector
Roberto DaninoDirector
Sangita ReddyDirector Until 01/2017
Carla a HillsDirector Until 08/2017
Ky AmoakoDirector Until 08/2017
Jano CabreraSecretary
Ozgur KaraosmanogluTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Ekohe LimitedWeb Maintenance & Hosting Services27 KINGMAN ROAD, Newton, MA 02461, Hk$225,534
Mcmaster UniversitryConsultant For Gacidia6405 BROAD STREET BETHESDA MD 208, Bethesda, MD 20816, Ca$136,500
The Brigham And Women's HospitalConsultant For Gates Immunization ToolkiPO BOX 3887, Boston, MA 02241-3829$125,736
-Run The Hse Portal And Technical Support-$121,124
-Primary Health Care Performance Initiati-$110,313
Revenue and Support

Revenue Composition

Contributions and Grants
$29,324,861
Program Service Revenue
$3,390,728
Investment Income
$14,548
Other Revenue
$72,496
All Other Contributions
$21,503,087
Change in Net Assets
$6,043,437

Audited Revenue Reconciliation

Revenue per Audited Statements
$32,802,633
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$32,802,633
Total Revenue per Form 990
$32,802,633
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$14,508,090
Other Expenses$8,940,846
Grants and Similar Amounts Paid$3,310,260
Total Fundraising Expense$27,786
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$8,064,985$650,872-$8,715,857
Fees for Services Other$3,342,304$454,797-$3,797,101
Current Officers, Directors, Trustees, and Key Employees$3,056,305$496,476-$3,552,781
Foreign Grants$2,152,905--$2,152,905
Travel$2,078,856$67,573$228$2,146,657
Grants to Domestic Orgs$1,157,355--$1,157,355
Occupancy$538,320$565,355-$1,103,675
Payroll Taxes-$853,171-$853,171
Other Employee Benefits$473,521$329,057-$802,578
Pension Plan Contributions$67$583,636-$583,703
Conferences and Meetings$392,403$30,157$663$423,223
Depreciation Depletion$2,000$283,547-$285,547
Information Technology$87,351$147,406-$234,757
All Other Expenses$7,959$78,757$22,022$108,738
Fees for Services Legal$61,762$30,101-$91,863
Office Expenses$38,733$48,646$3,543$90,922
Fees for Services Accounting-$68,250-$68,250
Insurance-$66,520-$66,520
Other Expenses$3,762$23,401$1,330$28,493
Total Functional Expenses$21,663,880$5,067,530$27,786$26,759,196

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$26,759,196
Total Expenses per Form 990$26,759,196
Total Expenses per Audited Statements$26,748,121
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$-11,075
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Abt AssociatesBoston, MA501(c)(3)Rapid Feedback Monitoring, Evaluation, Research and Learning$402,688
Id Insight IncSan Francisco, CA501(c)(3)Scaling Up Access to Childhood Pneumonia Treatment in Tanzania$209,325
Duke University Global Health Innovation CenterDurham, NC501(c)(3)Advance Universal Health Coverage in Sub-saharan Africa$170,136
Mathematica Policy ResearchPrinceton, NJ501(c)(3)Rapid Feedback Monitoring, Evaluation, Research and Learning$156,856
University of Notre Dame - RspaNotre Dame, IN-Rapid Feedback Monitoring, Evaluation, Research and Learning$60,653
PathSeattle, WA501(c)(3)Jln Ppm-it Collaborative Toolkit$60,000
Population Services International (psi)Washington, DC501(c)(3)COSTS AND BENEFITS OF INVESTING IN PHC TO ADVANCE "VERTICAL" OUTCOME$50,000
Feed the Children IncOklahoma City, OK501(c)(3)African Collaborative for Health Financiang Solutions$39,697
The Ihangane ProjectAptos, CA-Chmi Learning Exchange$8,000

International Summary

Offices
2
Employees
6
Spending
$2,198,199

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
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 AfricaGrants to Recipients Located in Region-00$1,098,259
Europe (including Iceland & Greenland)Grants to Recipients Located in Region-00$985,085
Russia and Neighboring StatesGrants to Recipients Located in Region-00$69,561
Sub-saharan AfricaProgram ServicesSupport of Scaling Up Access to Amoxicillin Dt26$45,294
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deferred Uplifting Allowance$1,665,867
Deferred Rent$1,461,725
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

The federal form 990 is reviewed by the audit committee with the tax preparer and then forwarded to the full board of directors for final review prior to filing with the internal revenue service.

Form 990, Part VI, Section B, Line 12C

The board of directors approved a conflict of interest policy at their october 28, 2009 meeting. The board members review the conflict of interest policy annually. To ensure the results for development institute operates in a manner consistent with charitable purposes and does not engage in activities that could jeopardize its tax-exempt status, periodic reviews shall be conducted. The periodic reviews shall, at a minimum, include the following subjects: whether compensation arrangements and benefits are reasonable, based on competent survey information, and the result of arm's length bargaining, and whether partnerships, joint ventures, and arrangements with management organizations conform to r4d's written policies, are properly recorded, reflect reasonable investment or payments for goods and services, further charitable purposes and do not result in inurement, impermissible private benefit or in an excess benefit transaction. If the governing board or committee determines the member has failed to disclose an actual or possible conflict of interest, it shall take appropriate disciplinary and corrective action.

Form 990, Part VI, Section B, Line 15A

The board of directors reviews and approves the president's compensation on an annual basis. The board of directors commissioned a report from an independent consultant in 2009, 2010, 2013 and 2016 to ensure the appropriateness of the compensation levels of the managing directors and the president. In 2010 and 2013 the r4d management undertook a review of an independently produced compensation survey of other nonprofit organizations of similar size and scope to r4d to ensure the appropriateness of the compensation levels of its staff. Annually r4d management reviews the salary of its staff and compensation of r4d managing directors and all staff salaries are approved by the president. In november 2015, the board reviewed the president's employment contract and renewed this contract for an additional year to be reviewed annually henceforth. The results of the annual review shall be an input to the determination of executive's compensation.

Form 990, Part VI, Section C, Line 19

R4d makes its governing documents, conflict of interest policy, and financial statements available to the public upon request.

Filing and Contact Details

Filer

Filer Name
Results for Development Institute Inc
EIN
20-8530747
Phone
2024705717
Address
1111 19TH STREET NW NO 700, WASHINGTON, DC 20036
Doing Business As
R4d

Signing Officer

Name
Gina Lagomarsino
Title
President/CEO
Phone
2024705717
Signed
2018-08-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gina Lagomarsino
Formed
2007
Legal Domicile
Dc
Voting Board Members
14
Independent Board Members
13
Employees
157
Volunteers
16

Preparer

Firm
Rsm US Llp
Address
9737 WASHINGTONIAN BLVD 400, GAITHERSBURG, MD 20878
Preparer
William E Turco CPA
Phone
3012963600
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4A

Previously, r4d advised the government of south africa on resource allocations for hiv and tb for financial years 2017/18 to 2019/20 and supported the government's primary health care costing task team, including facilitating regular meetings, providing methodological and analytical guidance, and compiling a synthesis of participants' studies on public- and private-sector costs. R4d's work on hiv financing integration in south africa was supported by unaids in 2015-16 and has continued under the usaid-funded health finance and governance project (hfg), in collaboration with abt associates. Conversations on sustainable financing for development (completed 2016) in 2015, r4d and the johns hopkins bloomberg school of public health co-hosted an event series exploring the process of countries transitioning away from external assistance for health and development. The series included the following seminars: 1. The gavi experience with country graduation: overcoming challenges to sustainable 2. Transitioning countries away from family planning assistance: usaid's experience in latin america 3. Transitioning from donor support to government: the avahan experience in india 4. Polio eradication: status, transition and legacy 5. From emergency response to post-recovery: lessons & reflections from ebola in 2016, we teamed up again with the johns hopkins bloomberg school of public health to convened representatives of governments and major global health funders for a workshop on strategic issues in global health program transitions. O health systems strengthening r4d focuses on the key elements of strong health systems, from sustainable financing to scaling innovations, to using data for decision-making, and works with change agents to support the development of context-specific, evidence-based solutions. -we co-develop and implement solutions that address a range of disease areas, including hiv, malaria and pneumonia, as well as the overall organization and financing of health institutions to attain long-term, systems-level impact. -we facilitate the development of solutions by convening stakeholders from within health systems. Together, they adapt and apply tools to diagnose and find context-appropriate remedies to system deficiencies. For example, r4d has worked with district-level health managers in guinea to help them identify and address health system challenges. -we provide management, coordination and technical input for a variety of global and regional learning and practitioner communities in support of health systems strengthening, including the joint learning network for universal health coverage and the african collaborative for health financing solutions. -we support global institutions and countries to develop new ways of measuring the performance of primary health care systems. -we focus on strengthening health systems by advising on policymaking, structuring accountability mechanisms, systematic problem identification and planning from grassroots to national levels, capacity building, facilitation of peer-to-peer learning and analysis and research. O primary health care r4d's work in primary health care system strengthening helps to address these challenges by supporting local change agents to advance primary health care improvements in line with their goals. -through country-led networks like the joint learning network for universal health coverage and its primary health care initiative, we bridge the gap between theory and practice by bringing together national and sub-national change agents to facilitate joint learning and support the development of context-specific, evidence-based solutions to improve primary health care financing, quality, access and performance measurement. -through global efforts like the primary health care performance initiative, we bring together country policymakers, health-system managers, practitioners, advocates and other development partners to catalyze improvements in primary health care in

Form 990, Part III, Line 4A

O malaria r4d supports global and local change agents-global donors, government officials, civil society leaders and social innovators-as they work toward the eradication of malaria by completing costing analyses and developing financing scenarios; examining and addressing market drivers and barriers in order to increase access to vital commodities; working with all market stakeholders to identify opportunities for greater efficiencies and value for the money spent on malaria interventions. O maternal & child health r4d's maternal and child health work seeks to improve sub-national management systems and capacity, incorporate financial planning and analysis into sustainability planning, and monitor and improve the design of high-impact maternal and child health interventions to better target the underserved. In addition to strengthening health systems, r4d works to improve maternal and child health in other ways: we generate evidence about what kinds of maternal and child health interventions are most effective; we work to ensure mothers and children are well nourished, which can build resilience, prevent illnesses and save lives; we work to ensure access to safe water and sanitation, averting waterborne illnesses to which mothers and young children are particularly susceptible; we conduct analysis and work with change agents to shape global and country-level markets to address inefficiencies and dramatically expand access to affordable, high-quality maternal health commodities and services; we work with private health care providers and intermediary organizations to overcome key challenges and improve sustainable access to key family planning and sexual and reproductive health services for women and girls.

Form 990, Part III, Line 4B

In its first two years, the ixc experimented with and learned from a variety of approaches to sourcing, selecting, and scaling innovations to enact change in the indo-pacific region. However, it now seeks to understand how to use what it (and the rest of the world) has learned from these approaches to fostering innovation, to inform how it can better do so across dfat and the broader australian public service. R4d's evaluation and adaptive learning team works closely with partners like the ixc to understand their learning needs, and structure our engagements around producing timely and actionable evidence. With the ixc, the opportunity we see is two-fold: 1. Understand progress against the ixc's goals thus far, and collect relevant learnings that can inform its future work 2. Continuously learn and iterate throughout implementation of the new strategy through an adaptive evaluation this partnership also builds on the ixc's current membership in the international development innovation alliance (idia), a group of 12 innovation funders from around the world that is facilitated by r4d. Our work is informed by the learning and outputs from this platform, such as the recent idia report sharing current insights on measuring the impact of innovation. Our work began with a rapid review of the ixc's progress towards its current results framework. A theory of change workshop helped the ixc articulate their strategy and guided our team in developing our collective learning agenda. In the first phase of this work, we expanded on our rapid review of the results framework with deep dives on three retrospective analyses (impact to date, documenting lessons learned on partnerships, and lessons learned on engaging with dfat's country posts around the world). This work allowed us to clearly articulate a learning agenda centered around an 18-month adaptive evaluation that will inform how the ixc implements their revised strategy. Our adaptive learning approach frequently includes in-person support during key phases of implementation, so we seconded two team members to dfat for the nine weeks from the theory of change workshop through development of the adaptive evaluation. R4d's deep bench of experts will provide strategic support to dfat in priority content areas in addition to the adaptive evaluation. Our nutrition and education teams' support include co-design of innovative solutions, such as a 'nudge fund' to provide small incentives that empower country posts to take up innovation. O improving challenge fund evaluations with adaptive learning to help address the issue of global malnutrition, the australian department of foreign aid and trade (dfat) partnered with the usaid global development lab and second muse's launch program to support and scale innovations that improve health outcomes by enabling people to make healthy food choices. From 2016-2017, the launch food challenge sought applications from global entrepreneurs, researchers and industry experts, and received over 280 submissions from around the world. With the support of the global launch network of experts, 11 innovations were selected that either had the potential to address the availability of and access to affordable, nutritious, desirable and sustainable food; and/or that could promote people's selection and consumption of more nutritious food. Dfat wanted to understand how well the launch model sourced and supported innovations in their journey to impact, and to learn from the experience for future iterations of innovation challenges. R4d was appointed by dfat as a learning partner to support second muse in assessing the design and delivery of the program as it was rolled out, using an adaptive learning approach to continually refine the launch food theory of change and co-create design tweaks through a series of learning checks throughout the evaluation period. R4d's matrix approach allowed the team to capitalize on expertise from three practices: evaluation and adaptive

Form 990, Part IX, Line 11G

Consultants: program service expenses 3,342,304. Management and general expenses 454,797. Fundraising expenses 0. Total expenses 3,797,101.

FORM 990, PART XI, LINE 9:

GRANT REFUND 11,075.

Financial Statement Notes

PART X, LINE 2:

R4d is generally exempt from federal income taxes under the provisions of section 501(c)(3) of the internal revenue code. In addition, r4d qualifies for charitable contribution deductions and has been classified as an organization that is not a private foundation. Income that is not related to exempt purposes, less applicable deductions, is subject to federal and state corporate income taxes. R4d did not have any net unrelated business income for the years ended december 31, 2017 and 2016. R4d follows the accounting standard on accounting for uncertainty in income taxes, which addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, r4d may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities based on the technical merits of the position. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50% likelihood of being realized upon ultimate settlement. The guidance on accounting for uncertainty in income taxes also addresses de-recognition, classification, interest and penalties on income taxes and accounting in interim periods. R4d had no such positions recorded in the financial statements at december 31, 2017 and 2016. Generally, r4d is no longer subject to u.s. Federal income tax examinations by tax authorities for years before 2014.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Return of unspent grant funds -11,075.

Raw XML AppendixShowing 400 of 1,180 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/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1MCMASTER UNIVERSITRY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2THE BRIGHAM AND WOMEN'S HOSPITAL
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IRS990/ContractorCompensationGrp/ServicesDesc4PRIMARY HEALTH CARE PERFORMANCE INITIATI
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IRS990/Desc0HEALTH:-HEALTH FINANCINGR4D'S HEALTH FINANCING EXPERTS INFORM PLANNING AND POLICYMAKING THROUGH DATA ANALYTICS AND BY STRENGTHENING THE TECHNICAL CAPACITY OF LOCAL CHANGE AGENTS IN COUNTRIES SEEKING COST-EFFICIENT AND SUSTAINABLE SYSTEMS. OUR EFFORTS INCLUDE: SUPPORTING GOVERNMENTS IN THE DESIGN AND EXECUTION OF SOCIAL AND NATIONAL HEALTH INSURANCE SCHEMES; DEVELOPING PRACTICAL GUIDANCE THAT CAN FOSTER DIALOGUE ON THE ALIGNMENT OF PUBLIC FINANCIAL MANAGEMENT AND HEALTH FINANCING; EXPLORING STRATEGIES THAT CAN HELP COUNTRIES IMPROVE VALUE FOR MONEY AND BETTER LEVERAGE THEIR EXISTING RESOURCES.ASIDE FROM PROVIDING TECHNICAL EXPERTISE, R4D IS BUILDING GLOBAL COMMUNITIES OF PRACTITIONERS AND POLICYMAKERS WHO ARE ENGAGED IN COLLABORATIVE LEARNING AROUND THE ACHIEVEMENT OF UNIVERSAL HEALTH COVERAGE AND SUSTAINABLE HEALTH FINANCING SOLUTIONS.O INTEGRATION, TRANSITION AND SUSTAINABILITY PLANNINGR4D SUPPORTS CHANGE AGENTS IN GOVERNMENT AND PROVIDER ORGANIZATIONS TO PREPARE FOR AND THRIVE THROUGH HEALTH FINANCING TRANSITIONS. WE BUILD LOCAL CAPACITY FOR TRANSITIONS-RELATED ANALYSIS, FOSTER DIALOGUE, AND UNDERTAKE FORMATIVE RESEARCH ON INTERNATIONAL EXPERIENCES WITH MACRO-ECONOMIC AND PROGRAM-SPECIFIC TRANSITIONS. OUR EFFORTS INCLUDE: PARTNERING WITH GOVERNMENTS AND PROVIDERS TO IDENTIFY OPPORTUNITIES AND VULNERABILITIES IN THEIR HEALTH FINANCING LANDSCAPE; PROMOTING DIALOGUE WITHIN AND AMONG MINISTRIES OF HEALTH, FINANCE, AND PLANNING, NATIONAL DISEASE CONTROL PROGRAMS, AND DEVELOPMENT PARTNERS; FACILITATING COLLABORATIVE LEARNING ACROSS COUNTRIES FACING COMMON TRANSITION CHALLENGES; AND CONDUCTING FORMATIVE RESEARCH ON INTERNATIONAL EXPERIENCES WITH INTEGRATION, TRANSITION, AND SUSTAINABILITY PLANNING.R4D'S PROJECTS ON INTEGRATION, TRANSITION, AND SUSTAINABILITY PLANNING INCLUDE COUNTRY-LEVEL ANALYTICAL AND PROCESS SUPPORT, MULTI-COUNTRY COLLABORATIVE LEARNING FACILITATION, AND RESEARCH TO INFORM AND INFLUENCE THE GLOBAL DISCOURSE. -LNCT: PEER LEARNING PLATFORM ON IMMUNIZATION FINANCING FOR COUNTRIES TRANSITIONING FROM GAVI SUPPORT WITH THE SUPPORT OF THE BILL & MELINDA GATES FOUNDATION AND GAVI, RESULTS FOR DEVELOPMENT (R4D) IS COORDINATING THE LAUNCH OF THE LEARNING NETWORK FOR COUNTRIES IN TRANSITION (LNCT), A PEER-LEARNING PLATFORM FOR COUNTRIES THAT ARE TRANSITIONING FROM GAVI SUPPORT. R4D WILL DRAW FROM ITS EXPERIENCE AND EXPERTISE IN COLLABORATIVE LEARNING ACTIVITIES PARTICULARLY THROUGH THE JOINT LEARNING NETWORK TO BUILD AN ACTIVE AND ENGAGED COMMUNITY OF PEER EXPERTS.THE LNCT PLATFORM WILL BRING ALL STAKEHOLDERS TO THE SAME TABLE, COLLATE TRANSITION ACTIVITIES AND DISCUSSIONS, AND SUPPORT JOINT ENGAGEMENT ACROSS COUNTRIES AND PARTNERS. FOR GAVI TRANSITIONING COUNTRIES, THIS PLATFORM OFFERS THE OPPORTUNITY TO SHARE TRANSITION PLANNING AND IMPLEMENTATION EXPERIENCE, WORK TOGETHER TO SOLVE COMMON PROBLEMS, AND ADD TO A GLOBAL KNOWLEDGE BASE OF TOOLS AND APPROACHES THAT CONTRIBUTE TO SUCCESSFUL TRANSITION. FOR DEVELOPMENT PARTNERS, THIS PLATFORM OFFERS THE CHANCE TO ENGAGE ACROSS COUNTRIES ON TRANSITION-RELATED ISSUES. THE LNCT PLATFORM WILL CONSIST OF BOTH IN-PERSON AND VIRTUAL ENGAGEMENTS. THE INITIAL COHORT OF PLATFORM MEMBERS WILL DRAW FROM THIRTEEN INVITED COUNTRIES, WITH POTENTIAL MEMBERSHIP EXPANSION IN 2018 AND 2019.-DIVERSIFYING FUNDING FOR HEALTHCARE FOR WOMEN AND GIRLS AS PART OF THE USAID-FUNDED SUPPORT FOR INTERNATIONAL FAMILY PLANNING AND HEALTH ORGANIZATIONS (SIFPO2) PROJECT, RESULTS FOR DEVELOPMENT (R4D) IS WORKING WITH POPULATION SERVICES INTERNATIONAL (PSI) TO LINK FRANCHISORS AND PRIVATE SECTOR HEALTH CARE PROVIDERS WITH NEW SOURCES OF FUNDING TO EXPAND FAMILY PLANNING AND REPRODUCTIVE HEALTH SERVICES TO THE POOREST WOMEN AND GIRLS. STARTING WITH PSI FRANCHISORS IN TANZANIA, UGANDA, AND NIGERIA, R4D ANALYZED THE KEY NEEDS OF THE FRANCHISE NETWORKS, IDENTIFIED POTENTIAL SOURCES OF HEALTH FINANCING AND CLARIFIED THEIR POLICY CONTEXT, AND PROPOSED NEW FINANCING OPTIONS.THE FRAMEWORK FOR THIS HEALTH FINANCING OPTIO
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt280
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt290
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt300
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt310
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt320
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt330
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR/SENIOR FELLOW
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR UNTIL 08/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR UNTIL 08/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR UNTIL 01/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt17PRESIDENT & CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt18CHIEF FINANCIAL OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt19CHIEF COMMUNICATIONS OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt20EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt21EXECUTIVE VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt22EXECUTIVE VICE PRESIDENT UNTIL 03/2018
IRS990/Form990PartVIISectionAGrp/TitleTxt23MANAGING DIRECTOR UNTIL 02/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt24SENIOR PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt25SENIOR PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt26SENIOR PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt27SENIOR PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt28SENIOR PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt29CHIEF PEOPLE OFFICER
IRS990/Form990PartVIISectionAGrp/TitleTxt30EXECUTIVE VICE PRESIDENT UNTIL 04/2017
IRS990/Form990PartVIISectionAGrp/TitleTxt31PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt32PROGRAM DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt33PROGRAM DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02007
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/OtherAmt014548
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GovernmentGrantsAmt07821774
IRS990/GrantAmt0806486
IRS990/GrantsPayableGrp/BOYAmt0156786
IRS990/GrantsPayableGrp/EOYAmt0542935
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01157355
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01157355
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt014548
IRS990/GrossReceiptsAmt032802633
IRS990/GrossRentsGrp/RealAmt063871
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt013
IRS990/IndivRcvdGreaterThan100KCnt039
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$20.7$0.00$49.1$48.5$0.60
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.6$30.2$0.61$50.9$50.0$0.89
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.1$24.6$1.53$45.7$50.8$5.10
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.8$13.1$3.67$40.4$44.8$4.42
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.6$14.4$8.13$27.9$37.1$9.17
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$8.92$17.3$27.8$33.4$5.60
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.0$5.09$22.9$19.2$26.4$7.18
2017Detailed filing. Detailed filing data is available for this year.$35.5$5.38$30.1$32.8$26.8$6.04
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$29.5$5.48$24.0$33.6$24.0$9.64
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.0$5.60$14.4$25.3$20.8$4.58
2014Detailed filing. Detailed filing data is available for this year.$12.1$2.29$9.79$19.3$18.0$1.28
2013Detailed filing. Detailed filing data is available for this year.$10.5$2.04$8.51$11.7$15.3$3.66
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.6$2.38$12.2$12.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.3$1.38$16.9$9.59