Civic Intelligence

Global Strategies

990 • Fiscal year 2014 • EIN 68-0406388

Sep 01, 2013 to Aug 31, 2014 • Filed on Jul 09, 2015

828 San Pablo Avenue94706

(415) 451-1814

Siviq Scores

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

Liabilities / Assets

35th percentile

0.04x

Higher debt load relative to assets than 35% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.06x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Net Margin

84th percentile

28%

Higher net margin than 84% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2014

Asset Growth

88th percentile

34%

Faster asset growth than 88% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

95th percentile

121%

Faster revenue growth than 95% of similar nonprofits.

2014 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2014

Assets

Up

$2,615,241

Up $666,063 (+34%) from 2013

Net Assets

Up

$2,520,877

Up $575,677 (+30%) from 2013

Liabilities

Up

$94,364

Up $90,386 (+2272%) from 2013

Revenue

$1,678,325

No earlier filing loaded for comparison.

Expenses

Down

$1,208,939

Down $237,408 (-16%) from 2013

Net Income

$469,386

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $3,782,051Liabilities 2011: $1,731Net Assets 2011: $3,780,3202011Assets 2012: $2,951,990Liabilities 2012: $3,385Net Assets 2012: $2,948,6052012Assets 2013: $1,949,178Liabilities 2013: $3,978Net Assets 2013: $1,945,2002013Assets 2014: $2,615,241Liabilities 2014: $94,364Net Assets 2014: $2,520,8772014Assets 2015: $2,445,306Liabilities 2015: $15,004Net Assets 2015: $2,430,3022015Assets 2016: $2,486,636Liabilities 2016: $22,768Net Assets 2016: $2,463,8682016Assets 2017: $2,317,517Liabilities 2017: $29,435Net Assets 2017: $2,288,0822017Assets 2018: $2,765,493Liabilities 2018: $30,527Net Assets 2018: $2,734,9662018Assets 2019: $2,838,175Liabilities 2019: $37,622Net Assets 2019: $2,800,5532019Assets 2020: $3,381,562Liabilities 2020: $130,883Net Assets 2020: $3,250,6792020Assets 2021: $3,042,187Liabilities 2021: $127,982Net Assets 2021: $2,914,2052021Assets 2022: $2,308,467Liabilities 2022: $48,571Net Assets 2022: $2,259,8962022Assets 2023: $2,105,092Liabilities 2023: $37,016Net Assets 2023: $2,068,0762023Assets 2024: $2,402,924Liabilities 2024: $39,841Net Assets 2024: $2,363,0832024

Highlighted filing

2014

Assets$2,615,241
Liabilities$94,364
Net Assets$2,520,877

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,303,580Expenses 2011: $1,035,966Net Income 2011: $3,267,6142011Revenue 2012: $342,475Expenses 2012: $1,174,190Net Income 2012: -$831,7152012Expenses 2013: $1,446,3472013Revenue 2014: $1,678,325Expenses 2014: $1,208,939Net Income 2014: $469,3862014Revenue 2015: $1,457,500Expenses 2015: $1,551,764Net Income 2015: -$94,2642015Revenue 2016: $1,647,540Expenses 2016: $1,614,169Net Income 2016: $33,3712016Revenue 2017: $1,326,117Expenses 2017: $1,501,968Net Income 2017: -$175,8512017Revenue 2018: $1,798,501Expenses 2018: $1,463,710Net Income 2018: $334,7912018Revenue 2019: $1,428,362Expenses 2019: $1,362,517Net Income 2019: $65,8452019Revenue 2020: $1,708,057Expenses 2020: $1,257,931Net Income 2020: $450,1262020Revenue 2021: $1,030,884Expenses 2021: $1,367,358Net Income 2021: -$336,4742021Revenue 2022: $634,222Expenses 2022: $1,288,531Net Income 2022: -$654,3092022Revenue 2023: $1,256,028Expenses 2023: $1,447,848Net Income 2023: -$191,8202023Revenue 2024: $1,595,568Expenses 2024: $1,300,561Net Income 2024: $295,0072024

Highlighted filing

2014

Revenue$1,678,325
Expenses$1,208,939
Net Income$469,386
Jump To
Filing Snapshot
Filing Period
Sep 1, 2013 to Aug 31, 2014
Signed
Jul 9, 2015
Return Version
2013v4.0
Gross Receipts
$1,678,325
Mission and Program Overview

Mission

Global Strategies empowers communities in the most neglected areas of the world to improve the lives of women & children through healthcare.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,933,973$2,306,198▲ $372,225
Intangible Assets-$137,000-
Investments in Publicly Traded Securities-$120,770-
Prepaid Expenses and Deferred Charges$3,134$45,083▲ $41,949
Pledges and Grants Receivable$10,700$5,350▼ $5,350
Land, Buildings, and Equipment, Net$1,371$840▼ $531
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Inventories for Sale or Use-$0-
Total Assets$1,949,178$2,615,241▲ $666,063
Other Assets Total-$0-
Liabilities
Deferred Revenue-$55,000-
Accounts Payable and Accrued Expenses$3,978$39,364▲ $35,386
Total Liabilities$3,978$94,364▲ $90,386
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,470,735$1,373,606▼ $97,129
Unrestricted Net Assets$474,465$1,147,271▲ $672,806
Total Net Assets Fund Balance$1,945,200$2,520,877▲ $575,677
Total Liabilities and Net Assets / Fund Balance$1,949,178$2,615,241▲ $666,063

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$840$17,558$18,398
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Joshua BressPresident & CEOFT$84,000$84,000
Arthur J AmmannDirectorPT$33,333$33,333

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$1,674,853
Program Service Revenue
$0
Investment Income
$828
Other Revenue
$2,644
All Other Contributions
$1,674,853
Change in Net Assets
$469,386

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,678,325
Revenue Not Reported on Form 990
$106,291
Total Revenue per Audited Statements
$1,784,616
Total Revenue per Form 990
$1,678,325
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$436,923
Grants and Similar Amounts Paid$426,251
Salaries, Compensation, and Employee Benefits$345,765
Total Fundraising Expense$105,172
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$426,251--$426,251
Fees for Services Other$188,544-$41,433$229,977
Other Salaries and Wages$111,862$76,070$30,096$218,028
Current Officers, Directors, Trustees, and Key Employees$62,840$29,400$11,760$104,000
Travel$68,729$383$1,768$70,880
Information Technology$20,331$6,209$1,686$28,226
Payroll Taxes$12,498$7,714$3,525$23,737
Office Expenses$11,548$6,099$1,153$18,800
Occupancy$8,778$6,301$1,829$16,908
Fees for Services Accounting-$15,749-$15,749
All Other Expenses$3,556$2,275$1,046$6,877
Insurance$3,232$1,669$122$5,023
Other Expenses$1,047$140$3,010$4,197
Depreciation Depletion$531--$531
Total Functional Expenses$951,758$152,009$105,172$1,208,939

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,208,939
Total Expenses per Audited Statements$1,208,939
Total Expenses per Form 990$1,208,939
International Activity

International Summary

Spending
$426,251

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-00$380,359
United KingdomGrants to recipients-00$40,000
IndiaGrants to recipients-00$5,892
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
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

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

A draft of the Form 990 is provided to the Operations Manager, President, and Board for review. Any needed changes are made prior to its filing.

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

Method for determining compensation: After identifying the position title and writing a job description, comparable data is researched using the following methods to determine an average compensation range:1. Salary and benefit compensation studies by independent sources;2. Written job offers/advertisements for positions at similar organizations;3. Documented telephone calls about similar positions at both nonprofit and for-profit organizations; and4. Information obtained from the IRS Form 990 filings of similar organizations.The job description and compensation range is then presented to the Executive Committee for approval.

Form 990, Part VI, Line 15B: Compensation Review and Approval Process for Officers and Key Employees

Method for determining compensation: After identifying the position title and writing a job description, comparable data is researched using the following methods to determine an average compensation range:1. Salary and benefit compensation studies by independent sources;2. Written job offers/advertisements for positions at similar organizations;3. Documented telephone calls about similar positions at both nonprofit and for-profit organizations; and4. Information obtained from the IRS Form 990 filings of similar organizations.The job description and compensation range is then presented to the Executive Committee for approval.

Form 990, Part VI, Line 18: Explanation of Other Means Forms Available For Public Inspection

Form 990 is available at guidestar.org.

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

Upon request.

Filing and Contact Details

Filer

EIN
68-0406388
Phone
4154511814

Signing Officer

Name
Joshua Bress
Title
President & CEO
Signed
2015-07-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua Bress
Formed
2000
Legal Domicile
CA
Voting Board Members
12
Independent Board Members
12
Employees
6
Volunteers
10

Preparer

Preparer
Harmon Burstyn
Phone
9252863522
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

OTHER PROGRAM SERVICES 4: Health & Technology: Global Strategies develops and implements innovative technological solutions that help our partners overcome the challenges of their limited resource settings. We focus on using simple and scalable technologies that allow healthcare providers to track their outcomes in real-time using cloud-based data collection software and analysis tools. We help our partners establish baseline data in neonatal mortality rates and stillbirth rates. Additionally, we use technology to track inventory of critical supplies and predict stock needs over time. We also work to bridge the gap between care delivery and data collection by developing software programs that facilitate care delivery while simultaneously collecting data that guides resource allocation. Global Strategies developed our own neonatal decision support tool, called NoviGuide that will begin field testing this year. OTHER PROGRAM SERVICES 5: Public Issue Advocacy: Global Strategies works with local implementing partners in resource poor countries to develop scalable models for delivering care in environments with poor infrastructure. We share our models through publications in academic journals, presentations at Global Health conferences and meetings with key international stakeholders. This year Global Strategies focused on sharing our model for delivering post-rape medical care with representatives of UNICEF and the UNFPA. Additionally, Global Strategies was invited as guest lecturers to Stanford University to speak about womens health.

Form 990, Part III, Page 2, Line 4A (cont)

Children's AIDS Programs (CAP) - A pediatric HIV clinic at Heal Africa Hospital in Goma, DRC, providing long term care for HIV affected children and postnatal care for HIV exposed infants. 885 HIV affected children received care. Prevention of Mother to Child Transmission (PMTCT) - Identification of HIV positive pregnant women, initiation of antiretroviral medication to prevent transmission and care was provided to 58,107 women at 59 clinics in North & South Kivu Provinces, DRC. Youth Counseling and HIV testing- Provide counseling and HIV testing utilizing trained peer educators, teachers and community leaders in Bukavu, South Kivu, DRC. 18,711 individuals reached. Rural Healthcare-Provide counseling and HIV testing, HIV management, PMTCT and family planning in rural Hwange district of Zimbabwe. GS, working with local partners, helped to establish and accredit 5 health clinics and provided HIV treatment for 1,700 individuals. Post exposure Prophylaxis (PEP)- Post rape medical care including HIV prevention, emergency contraception, sexually transmitted infection treatment, and referral to other needed services for survivors of rape in South Kivu Province, DRC. Real-time supply chain management overcomes barriers to reach survivors within the required 72 hours post violence. 2,110 survivors presented for care in 13 clinics operated in South Kivu. Malnutrition-community based screening, medical treatment and nutritional supplementations for moderate and severely malnourished children in Goma, DRC. 1264 children received care.Newborn care Train nurses on essential newborn care, collect statistics on births and maternal and neonatal mortality to help improve care quality. Global Strategies collects daily data on births and deaths at the nurseries using remote digital data collection. 1,533 babies were cared for at the Panzi NICU and 1,149 babies at a nursery in North Kivu Province, DRC. Pediatric Rehabilitation-Identify manage and prevent common musculoskeletal and neurological impairments through physical therapy and rehabilitation, GS treated 1,111 children with extensive traumatic injuries and untreated congenital disabilities in Karnataka State, India.

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IRS990/MissionDesc0Global Strategies empowers communities in the most neglected areas of the world to improve the lives of women & children through healthcare.
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IRS990/OtherExpensesGrp/Desc2Newsletter, website and events
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IRS990/PrincipalOfficerNm0Joshua Bress
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IRS990/ProgSrvcAccomActy2Grp/Desc0Education & Training: Education and training of healthcare providers is a component of every Global Strategies project. While we address urgent healthcare needs, we invest in the long term health of the community through education. Zimbabwe (65 Healthcare Workers trained), Goma, North Kivu Province (147 HCW trained), Bukavu, South Kivu Province (272 HCW trained), India (520 HCW trained). Scholarships Global Strategies supports advanced post-graduate education of local providers. In the Democratic Republic of Congo, we are currently supporting a physician receiving a specialization in pediatrics, a nurse who is receiving a Masters Degree in Public Health and a physician receiving a Masters in Health Program Administration. We are also supporting a cohort of nurses in Monrovia, Liberia.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt0153450
IRS990/ProgSrvcAccomActy3Grp/Desc0Monitoring and Evaluation: Global Strategies follows the highest standard in monitoring and evaluating projects using a combination of direct site visits and innovative remote monitoring systems. Our work in this area has been recognized internationally. Global Strategies collects daily data from some of the most remote parts of Africa to fill critical data gaps and improve the data collection capacity of local partners.
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.04$2.36$1.60$1.30$0.30
2023Summary only. Only limited summary data is available for this year.$2.11$0.04$2.07$1.26$1.45$0.19
2022Summary only. Only limited summary data is available for this year.$2.31$0.05$2.26$0.63$1.29$0.65
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.04$0.13$2.91$1.03$1.37$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.13$3.25$1.71$1.26$0.45
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.84$0.04$2.80$1.43$1.36$0.07
2018Summary only. Only limited summary data is available for this year.$2.77$0.03$2.73$1.80$1.46$0.33
2017Summary only. Only limited summary data is available for this year.$2.32$0.03$2.29$1.33$1.50$0.18
2016Summary only. Only limited summary data is available for this year.$2.49$0.02$2.46$1.65$1.61$0.03
2015Detailed filing. Detailed filing data is available for this year.$2.45$0.02$2.43$1.46$1.55$0.09
2014Detailed filing. Detailed filing data is available for this year.$2.62$0.09$2.52$1.68$1.21$0.47
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$1.45
2012Summary only. Only limited summary data is available for this year.$2.95$0.00$2.95$0.34$1.17$0.83
2011Summary only. Only limited summary data is available for this year.$3.78$0.00$3.78$4.30$1.04$3.27