Civic Intelligence

Global Strategies

990 • Fiscal year 2019 • EIN 68-0406388

Sep 01, 2018 to Aug 31, 2019 • Filed on Jun 18, 2020

828 San Pablo AveAlbany, CA 94796

(415) 451-1814

Siviq Scores

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

Liabilities / Assets

30th percentile

0.01x

Higher debt load relative to assets than 30% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

31st percentile

0.03x

Higher debt load relative to revenue than 31% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

54th percentile

4.6%

Higher net margin than 54% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

83rd percentile

$150,000

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

49th percentile

2.6%

Faster asset growth than 49% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

14th percentile

-21%

Faster revenue growth than 14% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,838,175

Up $72,682 (+2.6%) from 2018

Net Assets

Up

$2,800,553

Up $65,587 (+2.4%) from 2018

Liabilities

Up

$37,622

Up $7,095 (+23%) from 2018

Revenue

Down

$1,428,362

Down $370,139 (-21%) from 2018

Expenses

Down

$1,362,517

Down $101,193 (-6.9%) from 2018

Net Income

Down

$65,845

Down $268,946 (-80%) from 2018

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

2019

Assets$2,838,175
Liabilities$37,622
Net Assets$2,800,553

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

2019

Revenue$1,428,362
Expenses$1,362,517
Net Income$65,845
Jump To
Filing Snapshot
Filing Period
Sep 1, 2018 to Aug 31, 2019
Signed
Jun 18, 2020
Return Version
2018v3.1
Gross Receipts
$1,428,362
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.

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

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,616,408$1,395,217▼ $221,191
Pledges and Grants Receivable$655,000$799,538▲ $144,538
Intangible Assets$429,510$563,698▲ $134,188
Prepaid Expenses and Deferred Charges$58,238$77,084▲ $18,846
Land, Buildings, and Equipment, Net$2,637$2,638▲ $1
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-
Investments in Publicly Traded Securities-$0-
Inventories for Sale or Use-$0-
Total Assets$2,765,493$2,838,175▲ $72,682
Other Assets Total$3,700$0▼ $3,700
Liabilities
Accounts Payable and Accrued Expenses$30,527$37,622▲ $7,095
Total Liabilities$30,527$37,622▲ $7,095
Net Assets / Fund Balance
Unrestricted Net Assets$1,379,029$2,158,998▲ $779,969
Temporarily Rstr Net Assets$1,355,937$641,555▼ $714,382
Total Net Assets Fund Balance$2,734,966$2,800,553▲ $65,587
Total Liabilities and Net Assets / Fund Balance$2,765,493$2,838,175▲ $72,682

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$2,638$7,120$9,758
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Elon DanzigerDirector of SoftwareFT$150,000-$150,000
Joshua Bress MDExecutive DirectorPT$112,500$5,931$118,431
Sloane DrakeDirector Fin & OpsFT$77,667$9,739$87,406

Board Members and Trustees

NameTitle
Nicole RubinChairman
Arthur J Ammann MDBoard Member
Craig Waldman JDBoard Member
Elizabeth RogersBoard Member
Joseph M McCune MD PhDBoard Member
Anne-Marie Duliege MDSecretary
Theodore Ruel MDTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,425,965
Program Service Revenue
$0
Investment Income
$1,626
Other Revenue
$771
All Other Contributions
$1,425,965
Change in Net Assets
$65,845

Noncash Contribution Practices

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

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Other Non Cash Contri Table5$13,094Fair Market Value (FMV)
Other Non Cash Contri Table56$12,791Fair Market Value (FMV)
Total Noncash Contributions61$25,885-

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,428,362
Total Revenue per Audited Statements
$1,428,362
Total Revenue per Form 990
$1,428,362
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$622,428
Salaries, Compensation, and Employee Benefits$433,524
Other Expenses$306,565
Total Fundraising Expense$60,258
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Foreign Grants$622,428--$622,428
Current Officers, Directors, Trustees, and Key Employees$212,322$100,219$27,626$340,167
Fees for Services Other$38,675$11,109$4,809$54,593
Other Employee Benefits$23,978$13,125$3,104$40,207
Occupancy$19,809$10,557$2,252$32,618
Information Technology$27,492$2,453$1,282$31,227
Payroll Taxes$17,822$9,756$2,307$29,885
Other Salaries and Wages$14,522$6,854$1,889$23,265
Travel$20,397-$1,397$21,794
Fees for Services Legal$9,276$2,664$1,153$13,093
Office Expenses$7,031$1,890$2,361$11,282
Advertising$711$3$9,741$10,455
Insurance$2,960$1,787$170$4,917
Other Expenses$594$4,001$253$4,848
All Other Expenses$828$1,852$1,328$4,008
Fees for Services Accounting$2,726$783$339$3,848
Conferences and Meetings$2,172$472$95$2,739
Depreciation Depletion$1,855$163$152$2,170
Total Functional Expenses$1,134,571$167,688$60,258$1,362,517

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,362,517
Total Expenses per Audited Statements$1,362,517
Total Expenses per Form 990$1,362,517
International Activity

International Summary

Employees
2
Spending
$710,203

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-02$581,378
Sub-Saharan AfricaProgram Consultants-00$87,775
United KingdomGrants to recipients-00$24,450
IndiaGrants to recipients-00$16,600
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 reviewed by the Financial Management Consultant, Director of Finance & Operations, President and Board.

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

The audited financial statements are available on the organization's website. Other documents are available upon request.

Filing and Contact Details

Filer

Filer Name
Global Strategies
EIN
68-0406388
Phone
4154511814
Address
828 San Pablo Ave, Albany, CA 94796

Signing Officer

Name
Joshua Bress
Title
President
Signed
2020-06-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joshua Bress
Formed
2000
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
6
Volunteers
5

Preparer

Firm
R J Ricciardi Inc
Address
1101 Fifth Avenue Suite 360, San Rafael, CA 94901
Preparer
June Nguyen
Phone
4154571215
Supplemental Narrative

Additional Explanations

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

OTHER PROGRAM SERVICES 4: Health & Technology: Expense: $154,344Global 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, which we have begun, field-testing. OTHER PROGRAM SERVICES 5: Public Issue Advocacy & Outreach: Expense: $118,343Global 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 we presented our work at the Newborn Health in Humanitarian settings conference in Stavanger Norway. Our work in gender-based violence was presented at the American Public Health Association annual meeting.

Financial Statement Notes

Part X : FIN48 Footnote

The Organization is exempt from Federal income taxes under Section 501(c)(3) of the Internal Revenue Code, and qualifies for the charitable contribution deduction under Section 170(b)(1)(A)(vi). The Organization is also exempt from California franchise taxes under Section 23701(d) of the Revenue and Taxation Code and, therefore, has made no provision for Federal or California income taxes. In addition, the Organization has been determined by the Internal Revenue Service not to be a private foundation within the meaning of Section 509(a) of the Code. The Organization is required to file a return of Organization Exempt from Income Tax (Form 990) with the IRS. The Organization is subject to routine audits by taxing jurisdictions; however, currently no uncertain tax positions were adopted and no audits for any tax periods are in progress.

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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/Desc0Prevention & CareExpenses: $591,128Childrens AIDS Programs (CAP) - A pediatric HIV clinic at Heal Africa Hospital in Goma, Democratic Republic of the Congo (DRC), providing long term care for HIV affected children and postnatal care for HIV exposed infants. 1075 HIV affected children* received care. HIV care for mothers - Identification of HIV positive pregnant women, initiation of antiretroviral medication to prevent transmission and care was provided to 55,147 women* at 66 clinics* in North & South Kivu Provinces, DRC, and Nigeria. HIV Prevention Among Sex Workers and their Partners in Bukavu - Provide counseling and HIV testing utilizing trained peer educators in Bukavu, South Kivu, DRC for sex workers and their partners. 1267 sex workers and their partners were counseled on HIV testing and 1272 were tested. HIV Hotline - Operate a digital resource map and toll-free information hotline to help connect community members seeking information about HIV/AIDS to HIV medical and social services in Bukavu, DRC. The hotline answered 1604 calls from community members and provided answers to common questions on HIV transmission, stigma, and sexual health as well as provided callers with the physical addresses and phone numbers of local HIV/AIDS community resources, such as HIV testing facilities.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. 1360 survivors* presented for care in 48 clinics* operated in South Kivu. Malnutrition-community based screening, medical treatment and nutritional supplementations for moderate and severely malnourished children in Goma, DRC. 1084 children* received careNewborn care Train nurses on essential newborn care, collect statistics on births and maternal and neonatal mortality to help improve care quality, and home visits to high risk infants to prevent further morbidity and mortality. Global Strategies collects daily data on births and deaths at the nurseries using remote digital data collection. 1112 babies* were cared for at the Panzi NICU in Bukavu, DRC and 595 babies* at HEAL Africa Hospitals NICU in Goma, DRC. At HEAL Africa Hospital, nurses conducted 175 home visits to high risk newborns. Pediatric Rehabilitation - Identify, manage, and prevent common musculoskeletal and neurological impairments through physical therapy and rehabilitation, GS treated 545 children with extensive traumatic injuries and untreated congenital disabilities in Karnataka State, India.
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IRS990/Form990PartVIISectionAGrp/PersonNm1Nicole Rubin
IRS990/Form990PartVIISectionAGrp/PersonNm2Joseph M McCune MD PhD
IRS990/Form990PartVIISectionAGrp/PersonNm3Elizabeth Rogers
IRS990/Form990PartVIISectionAGrp/PersonNm4Theodore Ruel MD
IRS990/Form990PartVIISectionAGrp/PersonNm5Arthur J Ammann MD
IRS990/Form990PartVIISectionAGrp/PersonNm6Craig Waldman JD
IRS990/Form990PartVIISectionAGrp/PersonNm7Sloane Drake
IRS990/Form990PartVIISectionAGrp/PersonNm8Elon Danziger
IRS990/Form990PartVIISectionAGrp/PersonNm9Joshua Bress MD
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IRS990/PrincipalOfficerNm0Joshua Bress
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IRS990/ProgSrvcAccomActy2Grp/Desc0Education & Training: Expense: $173,147Education 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.Democratic Republic of Congo/ N. Kivu (69 Health Care Workers trained) Democratic Republic of Congo/S. Kivu (123 Health Care Workers trained)India (118 Health Care Workers trained) Liberia (10 Health Care Workers 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 nursing, social work, and laboratory technology students in Monrovia, Liberia.
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IRS990/ProgSrvcAccomActy2Grp/GrantAmt095962
IRS990/ProgSrvcAccomActy3Grp/Desc0Health & Technology: Expense: $154,344Global 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, which we have begun, field-testing.
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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
2019Detailed filing. Detailed filing data is available for this year.$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