2024-07-23T12:19:06-05:00 2023-09-30 991856619 GRANT THORNTON ADVISORS LLC 1000 WILSON BOULEVARD SUITE 1500 ARLINGTON VA 22209 990 2022-10-01 132702768 PACT INC PACT 2024665666 1140 3RD STREET NE 400 WASHINGTON DC 20002 SAMANTHA BARBEE INTERIM CFO 2024665666 2024-07-23 1 SAMANTHA BARBEE XXX-XX-XXXX 1 MARY TORRETTA P00847851 7038477500 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CAROLINE ANSTEY 1140 3RD STREET NE 400 WASHINGTON DC 20002 156416354 0 X WWW.PACTWORLD.ORG X 1971 DC SEE SCHEDULE O 11 11 184 13 0 0 158908485 153578532 698883 775937 67801 256814 876261 1698795 160551430 156310078 73598721 69184945 0 0 56446456 52468382 0 0 8895 30289653 32480256 160334830 154133583 216600 2176495 41999550 66694066 30887153 55239828 11112397 11454238 X PACT ENABLES SYSTEMIC SOLUTIONS THAT ALLOW THOSE WHO ARE POOR AND MARGINALIZED TO EARN A DIGNIFIED LIVING, BE HEALTHY, AND TAKE PART IN THE BENEFITS THAT NATURE PROVIDES. (CONTINUED IN SCHEDULE O) 0 0 21822959 13403548 21822959 ACHIEVE TANZANIA COMMUNITY HEALTH SYSTEM STRENGTHENINGTHIS YEAR, THE ACHIEVE PROGRAM IN TANZANIA REACHED 360,306 ORPHANS AND VULNERABLE CHILDREN (OVC) AND THEIR CAREGIVERS WITH COMPREHENSIVE CASE MANAGEMENT AND HIV SERVICES TO KEEP THEM SAFE, IN SCHOOL, HEALTHY, AND STABLE. OF THE 244,033 CHILDREN ACHIEVE SERVED 44,038 C/ALHIV IN TREATMENT SITES IN ACHIEVE'S TARGET COUNCILS. THE PROJECT ALSO PROVIDED TECHNICAL SUPPORT, COACHING, AND MENTORSHIP TO KIZAZI HODARI NATIONAL PRIME IMPLEMENTING PARTNERS (NPIPS) IN THE NORTHEASTERN AND SOUTHERN ZONES, AS WELL AS TO 13 NATIONAL IMPLEMENTING PARTNERS (NIPS) IMPLEMENTING THE ACHIEVE PROJECT IN 78 COUNCILS. FINALLY, ACHIEVE TOOK ON SYSTEM STRENGTHENING ACTIVITIES AND (CONTINUED ON SCHEDULE O) REVIEWED POLICIES AND GUIDELINES, CONDUCTED CAPACITY DEVELOPMENT FOR THE GOVERNMENT SOCIAL WELFARE WORKFORCE, AND ENSURED QUALITY THROUGH SUPPORTIVE SUPERVISION VISITS TO REGIONS AND LGAS. 10671901 6749009 10671901 UKRAINE PUBLIC HEALTH SYSTEMS RECOVERY & RESILIENCEIN FY23, PACT, IN PARTNERSHIP WITH CORE AND TECHNICAL PARTNERS, THE PUBLIC HEALTH SYSTEM RESILIENCE AND RECOVERY (PHS RR) ACTIVITY DEVELOPED A NATIONAL-LEVEL COMMUNICATION CAMPAIGN ON COVID AND INFLUENZA, VACCINATED 13,143 PEOPLE OF WHICH, 7,623 FOR COVID-19 AND 5,520 WERE ROUTINE VACCINATIONS VIA MOBILE VACCINATION TEAMS, PRINTED AND DISTRIBUTED OVER 100,000 COPIES OF INFORMATIONAL GUIDE AND LEAFLETS ON COVID-19 VACCINATION WITHIN ITS 8 FOCUS REGIONS TO HELP STRENGTHEN THE GOVERNMENT OF UKRAINE'S (GOU) CAPACITY TO PREVENT, DETECT, AND RESPOND TO PUBLIC HEALTH THREATS. THE PROJECT HELD 24 CAPACITY ASSESSMENTS AND INDEPENDENT (CONTINUED ON SCHEDULE O)QUALITY ASSESSMENTS OF REGIONAL CENTERS FOR DISEASE CONTROL AND PREVENTION, DRAFTED 6 NATIONAL LEVEL LEGAL ACTS AND 70 EUROPEAN UNION ACTS TO SUPPORT THE HARMONIZATION OF UKRAINE'S HEALTHCARE AND PUBLIC HEALTH LEGISLATION AIMED AT SUSTAINING CRITICAL PUBLIC HEALTH SERVICES DURING A CRISIS. PHS RR TRAINED 1,224 PRIMARY HEALTH CARE PROVIDERS (634 DOCTORS, 590 NURSES), AND REACHED 10,051,785 INDIVIDUALS WITH MENTAL HEALTH MESSAGES VIA SOCIAL MEDIA, TV, AND PRINTED MATERIALS IN SUPPORT OF EXPANDING MENTAL HEALTH SUPPORT TO VETERANS AND WAR-AFFECTED POPULATIONS. ALSO, IN FY23, PHS RR PROVIDED INDIVIDUAL AND GROUP MIND-BODY MEDICINE INTERVENTIONS IN 90 SITES AND TRAINED 134 PSYCHOLOGICAL SUPPORT SERVICES, DEVELOPED A COURSE MANUAL ON "WORKING WITH WAR TRAUMA", AND PROVIDED 2,310 FOCUSED COGNITIVE BEHAVIORAL THERAPY TO INDIVIDUALS. 8011448 5093809 8011448 ENGAGE UKRAINE PROJECTDURING FY23, PACT, IN PARTNERSHIP WITH 248 LOCAL PARTNERS, IMPLEMENTS THE USAID-FUNDED ENGAGE ACTIVITY TO SUPPORT CIVIL SOCIETY IN UKRAINE WITH THE GOAL OF INCREASING CITIZEN AWARENESS OF AND ENGAGEMENT IN CIVIC ACTIVITIES AT THE NATIONAL, REGIONAL AND LOCAL LEVELS. THROUGH FLEXIBLE FUNDING AND TECHNICAL ASSISTANCE TO ITS PARTNER COMMUNITY SERVICE ORGANIZATIONS AS WELL AS THROUGH DIRECT ACTIVITIES, ENGAGE CONTINUES TO MAKE AN IMPACT, EMPLOYING OVER 4,200 ANALYTICAL AND MEDIA MATERIALS TO REACH AN EXPANSIVE AUDIENCE OF OVER 51.1 MILLION INDIVIDUALS. RESPONDING TO WARTIME NEEDS, ENGAGE PARTNERS CONTINUE TO PROVIDE ESSENTIAL AID TO 615,000 CITIZENS AND (CONTINUED ON SCHEDULE O) OFFERING EVACUATIONS, MEDICAL ASSISTANCE, AND OTHER NECESSITIES. IN FY23, ENGAGE PARTNERS CHAMPIONED 20 POLICY CHANGES AT THE LOCAL AND NATIONAL LEVELS IN AREAS ANTICORRUPTION, TRANSPARENCY, EU INTEGRATION, INCLUSION, SOCIAL COHESION, AND CIVIC EDUCATION AND REACHED 155 MILLION NON-UNIQUE USERS. ENGAGE PARTNERS CONDUCTED OVER 474 REGISTRATION-BASED PUBLIC EVENTS THAT WERE ATTENDED BY OVER 11,942 PARTICIPANTS. OF THOSE WHO TOOK PART IN EVENTS REQUIRING REGISTRATION IN FY23, 8,193 WERE NEW AND UNIQUE TO ENGAGE'S REGISTRY OF PARTICIPANTS. ADDITIONALLY, THROUGH AN ARRAY OF OPEN PUBLIC EVENTS, BOTH ONLINE AND IN PERSON, ENGAGE PARTNERS DIRECTLY ENGAGED 103,187 UKRAINIANS. 89528133 43938579 89528133 43938579 130034441 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 1 0 1 1 1 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 1 X 49 0 1 184 1 0 1 CB DR ET ID KE LI LT MA MI BM NP NI SF WZ TZ TH UP ZA RW UK BO BY CO CG 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 X X JOANN THEYS 2024665666 1140 3RD STREET NE WASHINGTON DC 20002 JEREMY NGUNZE BOARD CHAIR 5.00 0.00 X 0 0 0 JAMES DONOVAN BOARD MEMBER 1.00 1.00 X 0 0 0 MIKE DAHL BOARD MEMBER 1.00 0.00 X 0 0 0 CAROLINA ROJAS-HAYES BOARD MEMBER 1.00 0.00 X 0 0 0 MARK FITZGERALD BOARD MEMBER 1.00 0.00 X 0 0 0 TEWODROS MELESSE BOARD MEMBER 1.00 0.00 X 0 0 0 OKSANA RUDA BOARD MEMBER 1.00 0.00 X 0 0 0 ANDREW KASHANGAKI BOARD MEMBER 1.00 0.00 X 0 0 0 MUSA MWENYE BOARD MEMBER 1.00 0.00 X 0 0 0 ELLEN VARNEY BOARD MEMBER 1.00 1.00 X 0 0 0 HEIDI KUJAWA BOARD MEMBER 1.00 0.00 X 0 0 0 XIA LIU BOARD MEMBER (THRU 4/2023) 1.00 0.00 X 0 0 0 CAROLINE ANSTEY PRESIDENT & CEO 40.00 5.00 X 467310 0 28306 MARIA BARTON GC & CHIEF ETHICS & COMPLIANCE OFF. 40.00 5.00 X 258350 0 42267 SAMANTHA E BARBEE CHIEF FINANCIAL OFFICER 40.00 5.00 X 271111 0 37580 ZEWUD DEBEBE CHIEF HUMAN CAPITAL OFFICER 40.00 0.00 X 257313 0 24000 CRISTINE BETTERS VP, BUSINESS DEVELOPMENT 40.00 0.00 X 284954 0 43411 MARILYN G SANGIWA VP, GLOBAL HEALTH 40.00 0.00 X 214540 0 36671 JENNIFER A MULIK PROJECT DIRECTOR 40.00 0.00 X 199678 0 34981 MATTHEW S CULLINEN THRU 1122 SENIOR DIRECTOR RENEWABLE ENERGY 40.00 0.00 X 218528 0 29767 KEITH FLEMING DIRECTOR, GLOBAL IT 40.00 0.00 X 162043 0 43522 ROGER-MARK VALDEZ DE SOUZA - VP SUSTAINABLE MARKETS 40.00 0.00 X 229127 0 20349 RICHARD HARRISON MD, SMART POWER MYANMAR 40.00 0.00 X 285903 0 39553 MICHELE LAIRD SENIOR VICE PRESIDENT 40.00 0.00 X 264903 0 1466 MARY CHRISTINE OWEN CHIEF OF PARTY-THAILAND 40.00 0.00 X 253678 0 41296 EUGENE JAMES GRALL REGIONAL DIRECTOR, AE PROGRAMS 40.00 0.00 X 172396 0 32668 RANAHNAH AFRIYE REGIONAL DIRECTOR, AFRICA PROGRAMS 40.00 0.00 X 189183 0 28811 SABINE JOUKES COUNTRY DIRECTOR, CAMBODIA 40.00 0.00 X 242207 0 39059 KELLAND DICKSON STEVENSON COUNTRY DIRECTOR MYANNAR (THRU 1/23) 40.00 0.00 X 166001 0 18412 GINA VOLYNSKY SENIOR DIRECTOR 40.00 0.00 X 187057 0 15925 ALAN BROOKS REGIONAL DIRECTOR (THRU 7/22) 40.00 0.00 X 173241 0 28413 CHRISTOPHER T WYROD CHIEF OF PARTY, REGIONAL 40.00 0.00 X 163924 0 29673 STEPHANIE POSNER PROGRAMS ADVISOR 40.00 0.00 X 170309 0 41032 BARRY FLAMING SENIOR AFOLU ADVISOR 40.00 0.00 X 170324 0 29827 FAHMID KARIM BHUIYA MD COO, PGMF 0.00 40.00 X 0 565967 12877 JASON MEIKLE DEPUTY DIRECTOR, PGMF 0.00 40.00 X 0 357324 12877 MAMUNUR RASHID FINANCE DIRECTOR, PGMF 0.00 40.00 X 0 283596 12877 5002080 1206887 725620 78 1 1 0 0 196021 149717276 3665235 153578532 PROJECT INCOME 900099 775937 775937 775937 200988 200988 889178 0 889178 889178 889178 148514 13588 106276 0 42238 13588 55826 55826 AFFILIATE ADMIN COST 900099 596944 596944 MISCELLANEOUS INCOME 900099 212673 212673 809617 156310078 1372881 0 1358665 21856548 21856548 47328397 47328397 3559506 874959 2684547 36439057 26156251 10281169 1637 3239956 2031087 1208869 7388287 5895520 1486557 6210 1841576 1092175 749401 129472 99240 30232 313555 88199 225356 16000 16000 7918829 6836305 1082524 1260714 1092282 167384 1048 1770249 729816 1040433 5515395 1951595 3563800 4199479 3577403 622076 7432820 7304956 127864 16466 105 16361 273521 273521 532733 144717 388016 VEHICLE EXPENSE 1731950 1728909 3041 EQUIPMENT 1174856 1138153 36703 RECRUITMENT 194217 107824 86393 154133583 130034441 24090247 8895 29416420 25863640 5247095 12748842 79755 209058 2922805 1772655 993422 6778491 5161440 1877872 1617051 2871050 3064383 27591 498054 19483923 41999550 66694066 16691044 14324967 7995420 10607910 7856 2000000 6192833 28306951 30887153 55239828 X 10262663 7476035 849734 3978203 11112397 11454238 41999550 66694066 X 2176495 197555 -2032209 X 0 1 X 1 1 1 X 120650222 125885510 167277502 158908485 153578532 726300251 120650222 125885510 167277502 158908485 153578532 726300251 726300251 201364 120603 51047 87819 1090166 1550999 74962 83676 496751 288740 212673 1156802 729008052 20115206 0.99630 0.99760 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2018 AMOUNT: $ 74,962. 2019 AMOUNT: $ 83,676. 2020 AMOUNT: $ 496,751. 2021 AMOUNT: $ 288,740. 2022 AMOUNT: $ 212,673. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 767257 351577 415680 1693775 1411567 282208 4317459 3398296 919163 1617051 OPERATING RIGHT OF USE ASSETS 19483923 19483923 OPERATING LEASE LIABILITY 27312248 CONTINGENCY LIABILITY 535926 DUE TO RELATED PARTY 255799 OTHER LIABILITIES 126952 DEFERRED RENT 76026 28306951 X PART X, LINE 2: THE ORGANIZATION GENERATES CONSOLIDATED FINANCIAL STATEMENTS AND HAS DETERMINED THAT THERE ARE NO MATERIAL UNCERTAIN TAX POSITIONS THAT REQUIRE RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. 1 CENTRAL AMERICAN & CARIBBEAN 2 43 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 1060347 CENTRAL AMERICAN & CARIBBEAN 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 853343 CENTRAL AMERICAN & CARIBBEAN 0 0 PROGRAM SERVICES HEALTH PROGRAMS 1438323 EAST ASIA & THE PACIFIC 10 101 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 2525935 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES ENGAGING MARKETS PROGRAMS 4079627 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 4285249 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES HEALTH PROGRAMS 936512 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES LIVELIHOODS PROGRAMS 544066 EAST ASIA & THE PACIFIC 0 0 PROGRAM SERVICES NATURAL RESOURCE MANAGEMENT PROGRAMS 1514778 RUSSIA AND NEWLY INDEPENDENT STATES 4 128 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 3695929 RUSSIA AND NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES LIVELIHOODS PROGRAMS 575741 RUSSIA AND NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 2083349 RUSSIA AND NEWLY INDEPENDENT STATES 0 0 PROGRAM SERVICES HEALTH PROGRAMS 4307099 SOUTH AMERICA 3 40 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 1433922 SOUTH AMERICA 0 0 PROGRAM SERVICES ENGAGING MARKETS PROGRAMS 105298 SOUTH AMERICA 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 728054 SOUTH AMERICA 0 0 PROGRAM SERVICES LIVELIHOODS PROGRAMS 811328 SOUTH ASIA 0 0 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 56609 SOUTH ASIA 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 1168404 SUB-SAHARAN AFRICA 21 1058 PROGRAM SERVICES CAPACITY DEVELOPMENT PROGRAMS 16055460 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES ENGAGING MARKETS PROGRAMS 7628850 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES GOVERNANCE PROGRAMS 7707728 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES HEALTH PROGRAMS 20838859 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES LIVELIHOODS PROGRAMS 625152 SUB-SAHARAN AFRICA 0 0 PROGRAM SERVICES NATURAL RESOURCE MANAGEMENT PROGRAMS 1380186 CENTRAL AMERICAN & CARIBBEAN 0 0 GRANT MAKING N/A 4874866 EAST ASIA & THE PACIFIC 0 0 GRANT MAKING N/A 1100432 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM 0 0 GRANT MAKING N/A 70000 RUSSIA AND NEWLY INDEPENDENT STATES 0 0 GRANT MAKING N/A 16466919 SOUTH AMERICA 0 0 GRANT MAKING N/A 2984076 SOUTH ASIA 0 0 GRANT MAKING N/A 1264867 SUB-SAHARAN AFRICA 0 0 GRANT MAKING N/A 20567236 12 144 28 1226 40 1370 15723402 118045142 133768544 CENTRAL AMERICAN AND CARIBBEAN CAPACITY DEVELOPMENT PROGRAMS 2125424 WIRE TRANSFER 0 CENTRAL AMERICAN AND CARIBBEAN GOVERNANCE PROGRAMS 1219693 WIRE TRANSFER 0 CENTRAL AMERICAN AND CARIBBEAN HEALTH PROGRAMS 1529749 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC CAPACITY DEVELOPMENT PROGRAMS 286513 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC ENGAGING MARKETS PROGRAMS 344219 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC GOVERNANCE PROGRAMS 210311 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC HEALTH PROGRAMS 10563 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC LIVELIHOODS PROGRAMS 10563 WIRE TRANSFER 0 EAST ASIA AND THE PACIFIC NATURAL RESOURCE MANAGEMENT PROGRAMS 238264 WIRE TRANSFER 0 EUROPE (INCLUDING ICELAND & GREENLAND) - ALBANIA, ANDORRA, AUSTRIA, BELGIUM GOVERNANCE PROGRAMS 70000 WIRE TRANSFER 0 RUSSIA AND NEWLY INDEPENDENT STATES CAPACITY DEVELOPMENT PROGRAMS 5832274 WIRE TRANSFER 0 RUSSIA AND NEWLY INDEPENDENT STATES GOVERNANCE PROGRAMS 3302984 WIRE TRANSFER 0 RUSSIA AND NEWLY INDEPENDENT STATES HEALTH PROGRAMS 6516065 WIRE TRANSFER 0 RUSSIA AND NEWLY INDEPENDENT STATES LIVELIHOODS PROGRAMS 815596 WIRE TRANSFER 0 SOUTH AMERICA CAPACITY DEVELOPMENT PROGRAMS 1310064 WIRE TRANSFER 0 SOUTH AMERICA ENGAGING MARKETS PROGRAMS 8989 WIRE TRANSFER 0 SOUTH AMERICA GOVERNANCE PROGRAMS 1576033 WIRE TRANSFER 0 SOUTH AMERICA LIVELIHOODS PROGRAMS 88990 WIRE TRANSFER 0 SOUTH ASIA CAPACITY DEVELOPMENT PROGRAMS 986085 WIRE TRANSFER 0 SOUTH ASIA GOVERNANCE PROGRAMS 278782 WIRE TRANSFER 0 SUB-SAHARAN AFRICA CAPACITY DEVELOPMENT PROGRAMS 2472134 WIRE TRANSFER 0 SUB-SAHARAN AFRICA ENGAGING MARKETS PROGRAMS 4352289 WIRE TRANSFER 0 SUB-SAHARAN AFRICA GOVERNANCE PROGRAMS 83389 WIRE TRANSFER 0 SUB-SAHARAN AFRICA HEALTH PROGRAMS 13456749 WIRE TRANSFER 0 SUB-SAHARAN AFRICA LIVELIHOODS PROGRAMS 190758 WIRE TRANSFER 0 SUB-SAHARAN AFRICA NATURAL RESOURCE MANAGEMENT PROGRAMS 11917 WIRE TRANSFER 0 26 0 0 0 0 0 0 0 PART I, LINE 2: I. PURPOSE: TO SYNTHESIZE THE COMPLIANCE REQUIREMENTS FOR SUBRECIPIENT MONITORING. PROPER MONITORING SHOULD MEASURE PROGRESS TOWARD TARGETED RESULTS AND ENSURE THAT RESOURCES ARE USED ONLY FOR THE INTENDED PURPOSE. THIS POLICY IS APPLICABLE TO ALL SUBRECIPIENTS, DOMESTIC OR FOREIGN, RECEIVING FUNDS FROM PACT. II. POLICY: PACT, AS A PRIME RECIPIENT, IS RESPONSIBLE FOR MANAGING AND MONITORING SUBRECIPIENTS. III. PROCEDURE: THERE IS NOT A SINGLE METHOD FOR MONITORING SUBRECIPIENTS OR ONE TEMPLATE BECAUSE PROJECTS VARY BY THEIR NATURE AND REQUIREMENTS. MONITORING PLANS HAVE TO BE DEVELOPED SPECIFIC TO A GRANTS PROGRAM. A SOUND MONITORING PLAN SHOULD CAPTURE THE PROGRESS MADE TO ACCOMPLISH THE OBJECTIVES FOR WHICH THE AWARD WAS MADE. HOWEVER, THERE ARE CERTAIN COMMON ELEMENTS THAT COMPRISE GOOD MONITORING PLANS. THESE ARE: 1. PERFORMANCE REPORTS - THE TERMS AND CONDITIONS OF THE AWARD TO THE SUBRECIPIENT WILL PRESCRIBE THE FREQUENCY WITH WHICH PERFORMANCE REPORTS SHALL BE SUBMITTED. THEY WILL NOT BE REQUIRED MORE FREQUENTLY THAN QUARTERLY OR LESS FREQUENTLY THAN ANNUALLY. THEY SHOULD GENERALLY CONTAIN: (A) A COMPARISON OF ACTUAL ACCOMPLISHMENTS WITH THE GOALS AND OBJECTIVES ESTABLISHED FOR THE PERIOD AND (B) REASONS WHY ESTABLISHED GOALS WERE NOT MET, IF THEY WERE NOT MET. REPORTS SHOULD ALSO DESCRIBE PROBLEMS, DELAYS, OR ADVERSE CONDITIONS WHICH MATERIALLY IMPAIR THE ABILITY TO MEET THE OBJECTIVES OF THE AWARD AND INCLUDE A STATEMENT OF THE ACTION TAKEN OR CONTEMPLATED, AND ANY ASSISTANCE NEEDED TO RESOLVE THE SITUATION. 2. FINANCIAL REPORTS - THE TYPE AND FREQUENCY OF REPORTING REQUIRED WILL BE ESTABLISHED IN THE AWARD. NORMALLY, THE FREQUENCY OF FINANCIAL REPORTS IS BASED ON THE PROJECT NEEDS FOR EFFECTIVE MONITORING AND MANAGEMENT OF OUTCOMES AND SUBRECIPIENT RISK LEVEL. 3. SITE VISITS - TO REVIEW FINANCIAL AND PROGRAMMATIC RECORDS AND OBSERVE OPERATIONS. NEW SUBRECIPIENTS AND THOSE OTHERWISE CONSIDERED HIGHER-RISK MAY REQUIRE CLOSER MONITORING. IV. AUDIT OF SUBRECIPIENTS: NON-U.S. SUBRECIPIENTS ARE SUBJECT TO MONITORING BY PACT FOLLOWING APPLICABLE US GOVERNMENT AUDIT COMPLIANCE REQUIREMENTS, WHERE APPROPRIATE. PART III ACCOUNTING METHOD: PART I, LINE 3: THE ORGANIZATION USES GAAP TO REPORT EXPENDITURES IN A FOREIGN REGION. 1 AMERICAN BAR ASSOCIATION RULE OF LAW INITIATIVE 1050 CONNECTICUT AVENUE NW SUITE 400 WASHINGTON DC 20036 360723150 501(C)(3) 3550105 0 GRANT FOR PEACE BUILDING AND JUDICIAL CAPACITY DEVELOPMENT BRAC-USA 110 WILLIAM STREET 18TH FLOOR NEW YORK NY 10038 208456741 501(C)(3) 5799 0 GRANT FOR CHILDREN IMPACTED BY HIV PROJECT BLUE RIDGE DATA LAB LLC (BRDL) 345 FOREST RIDGE ROAD EARLYSVILLE VA 22936 832463666 22794 0 GRANT FOR DEVELOPMENT OF A WATER DATA WEB PORTAL EARTH MISSION INC 608 SOUTH HICO STREET SILOAM SPRINGS AR 72761 710566251 501(C)(3) 42925 0 GRANT FOR CHILDREN IMPACTED BY HIV PROJECT FUTURES WITHOUT VIOLENCE 100 MONTGOMERY STREET THE PRESIDIO SAN FRANCISCO CA 94129 943110973 501(C)(3) 195451 0 GRANT FOR HUMAN RIGHTS PROTECTIONS PROJECT GISA INC 445 E 77TH ST APT 1R NEW YORK NY 10075 611861903 501(C)(3) 214660 0 GRANT FOR DEVELOPMENT OF JOURNALISM AND INVESTIGATOIN CAPACITY ON THE CONFLICT IN SUDAN INTERNATIONAL CENTER FOR NOT-FOR-PROFIT-LAW 1126 16TH STREET NW SUITE 400 WASHINGTON DC 20036 521818273 501(C)(3) 253908 0 GRANT FOR CHILDREN IMPACTED BY HIV PROJECT INTERNEWS NETWORK POBOX 4448 ARCATA CA 95518 943027961 501(C)(3) 279789 0 GRANT FOR HEALTH/HIV PREVENTION PROJECT INTERNATIONAL RESEARCH AND EXCHANGE BOARD 1275 K STREET NW SUITE 600 WASHINGTON DC 20005 223087809 501(C)(3) 5903583 0 GRANT FOR CHILDREN IMPACTED BY HIV PROJECT JHPIEGO CORPORATION 1615 THAMES STREET BALTIMORE MD 21231 237424444 501(C)(3) 6274851 0 GRANT FOR HEALTH/HIV PREVENTION PROJECT MERCY CORPS 45 SW ANKENY ST PORTLAND OR 97204 911148123 501(C)(3) 60091 0 GRANT FOR CHILDREN IMPACTED BY HIV PROJECT NO MEANS NO WORLDWIDE 1765 GREENSBORO STATION PL 900 MC LEAN VA 22102 464183160 501(C)(3) 359383 0 GRANT FOR PARTNERSHIP FOR LOCAL DEVELOPMENT PROJECT PALLADIUM INTERNATIONAL LLC 1331 PENNSYLVANIA AVENUE NW SUITE 600 WASHINGTON DC 20004 200137383 501(C)(3) 603729 0 GRANT FOR COMMUNITY HIV PREVENTION PROJECT SCIENCE APPLICATIONS INTERNATIONALS CORPARATION 12010 SUNSET HILLS ROAD RESTON RESTON VA 20190 461932921 501(C)(3) 50000 0 GRANT FOR PARTNERSHIP FOR LOCAL DEVELOPMENT PROJECT SAVE THE CHILDREN FEDERATION INC 501 KING HIGHWAY EAST SUITE 400 FAIRFIELD CT 06825 060726487 501(C)(3) 285565 0 GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT SOLIDARIDAD NORTH AMERICA 2120 UNIVERSITY AVENUE BERKELEY CA 94704 461528546 501(C)(3) 88186 0 GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT THE ASIA FOUNDATION 1779 MASSACHUSETTS AVE NW 815 WASHINGTON DC 20036 941191246 501(C)(3) 1394469 0 GRANT TO STRENGTHEN THE ENVIORMENT FOR YOUNG WOMEN TECH ENTREPRENEURS TECHNOSERVE INC 1777 N KENT STREET SUITE 1100 ARLINGTON VA 22209 132626135 501(C)(3) 300215 0 GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT THRIVE NETWORKS GLOBAL 180 STEUART STREET 191226 SAN FRANCISCO CA 94105 330316095 501(C)(3) 8750 0 GRANT FOR CHILDREN IMPACTED BY HIV PROJECT UNIVERSITY OF RHODE ISLAND 79 UPPER COLLEGE RD KINGSTON RI 02881 056014351 501(C)(3) 808722 0 GRANT FOR CHILDREN IMPACTED BY HIV PROJECT VIAMO PBC 1701 RHODE ISLAND AVE NW WASHINGTON DC 200362643 820825124 66215 0 GRANT TO IMPROVE COMMUNITY ENGAGEMENT AND HEALTH SERVICES DELIVERY REGARDING INFECTIOUS DISEASES WI-HER LLC 8212 OLD COURTHOUSE ROAD VIENNA VA 22182 263355555 501(C)(3) 132237 0 GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT WORLD RESOURCES INSTITUTE 10 G STREET NE SUITE 800 WASHINGTON DC 20002 521257057 501(C)(3) 953939 0 GRANT FOR NATURAL RESOURCES MANAGEMENT PROJECT 21 2 PART I, LINE 2: I. PURPOSE: TO SYNTHESIZE THE COMPLIANCE REQUIREMENTS FOR SUBRECIPIENT MONITORING. PROPER MONITORING SHOULD MEASURE PROGRESS TOWARD TARGETED RESULTS AND ENSURE THAT RESOURCES ARE USED ONLY FOR THE INTENDED PURPOSE. THIS POLICY IS APPLICABLE TO ALL SUBRECIPIENTS, DOMESTIC OR FOREIGN, RECEIVING FUNDS FROM PACT. II. POLICY: PACT, AS A PRIME RECIPIENT, IS RESPONSIBLE FOR MANAGING AND MONITORING SUBRECIPIENTS. III. PROCEDURE: THERE IS NOT A SINGLE METHOD FOR MONITORING SUBRECIPIENTS OR ONE TEMPLATE BECAUSE PROJECTS VARY BY THEIR NATURE AND REQUIREMENTS. MONITORING PLANS HAVE TO BE DEVELOPED SPECIFIC TO A GRANTS PROGRAM. A SOUND MONITORING PLAN SHOULD CAPTURE THE PROGRESS MADE TO ACCOMPLISH THE OBJECTIVES FOR WHICH THE AWARD WAS MADE. HOWEVER, THERE ARE CERTAIN COMMON ELEMENTS THAT COMPRISE GOOD MONITORING PLANS. THESE ARE: 1. PERFORMANCE REPORTS - THE TERMS AND CONDITIONS OF THE AWARD TO THE SUBRECIPIENT WILL PRESCRIBE THE FREQUENCY WITH WHICH PERFORMANCE REPORTS SHALL BE SUBMITTED. THEY WILL NOT BE REQUIRED MORE FREQUENTLY THAN QUARTERLY OR LESS FREQUENTLY THAN ANNUALLY. THEY SHOULD GENERALLY CONTAIN: (A) A COMPARISON OF ACTUAL ACCOMPLISHMENTS WITH THE GOALS AND OBJECTIVES ESTABLISHED FOR THE PERIOD AND (B) REASONS WHY ESTABLISHED GOALS WERE NOT MET, IF THEY WERE NOT MET. REPORTS SHOULD ALSO DESCRIBE PROBLEMS, DELAYS, OR ADVERSE CONDITIONS WHICH MATERIALLY IMPAIR THE ABILITY TO MEET THE OBJECTIVES OF THE AWARD AND INCLUDE A STATEMENT OF THE ACTION TAKEN OR CONTEMPLATED, AND ANY ASSISTANCE NEEDED TO RESOLVE THE SITUATION. 2. FINANCIAL REPORTS - THE TYPE AND FREQUENCY OF REPORTING REQUIRED WILL BE ESTABLISHED IN THE AWARD. THE FREQUENCY OF THE FINANCIAL REPORTS WILL BE DETERMINED BASED ON PROJECT NEEDS FOR EFFECTIVE MONITORING AND MANAGEMENT OF OUTCOMES AND SUBRECIPIENT RISK LEVEL. LOW RISK SUBRECIPIENTS MAY HAVE LESS FREQUENT FINANCIAL REPORTING BUT NOT LESS FREQUENTLY THAN ANNUALLY. 3. SITE VISITS - TO REVIEW FINANCIAL AND PROGRAMMATIC RECORDS AND OBSERVE OPERATIONS. NEW SUBRECIPIENTS AND THOSE OTHERWISE CONSIDERED HIGHER-RISK MAY REQUIRE CLOSER MONITORING. IV. AUDIT OF SUBRECIPIENTS U.S. NONPROFIT SUBRECIPIENTS EXPENDING $750,000 OR MORE IN FEDERAL AWARDS DURING THEIR FISCAL YEAR ARE SUBJECT TO AUDIT REQUIREMENTS IN SCFR 200.501. X 1 1 X X X 1 0 0 0 0 0 0 0 0 FAHMID KARIM BHUIYA MD COO, PGMF 0 476516 0 32972 0 56479 0 0 0 12877 0 578844 0 0 CAROLINE ANSTEY PRESIDENT & CEO 463500 0 0 0 3810 0 26840 0 1466 0 495616 0 0 0 JASON MEIKLE DEPUTY DIRECTOR, PGMF 0 286649 0 19390 0 51285 0 0 0 12877 0 370201 0 0 CRISTINE BETTERS VP, BUSINESS DEVELOPMENT 283664 0 0 0 1290 0 21049 0 22362 0 328365 0 0 0 RICHARD HARRISON MD, SMART POWER MYANMAR 246449 0 0 0 39454 0 21239 0 18314 0 325456 0 0 0 SAMANTHA E BARBEE CHIEF FINANCIAL OFFICER 270421 0 0 0 690 0 28687 0 8893 0 308691 0 0 0 MARIA BARTON GC & CHIEF ETHICS & COMPLIANCE OFF. 256370 0 0 0 1980 0 22946 0 19321 0 300617 0 0 0 MAMUNUR RASHID FINANCE DIRECTOR, PGMF 0 233015 0 15888 0 34693 0 0 0 12877 0 296473 0 0 MARY CHRISTINE OWEN CHIEF OF PARTY-THAILAND 204702 0 0 0 48976 0 21722 0 19574 0 294974 0 0 0 ZEWUD DEBEBE CHIEF HUMAN CAPITAL OFFICER 256023 0 0 0 1290 0 22534 0 1466 0 281313 0 0 0 SABINE JOUKES COUNTRY DIRECTOR, CAMBODIA 202479 0 0 0 39728 0 21119 0 17940 0 281266 0 0 0 MICHELE LAIRD SENIOR VICE PRESIDENT 263667 0 0 0 1236 0 0 0 1466 0 266369 0 0 0 MARILYN G SANGIWA VP, GLOBAL HEALTH 210730 0 0 0 3810 0 27828 0 8843 0 251211 0 0 0 ROGER-MARK VALDEZ DE SOUZA - VP SUSTAINABLE MARKETS 227837 0 0 0 1290 0 1758 0 18591 0 249476 0 0 0 MATTHEW S CULLINEN THRU 1122 SENIOR DIRECTOR RENEWABLE ENERGY 191400 0 0 0 27128 0 21528 0 8239 0 248295 0 0 0 JENNIFER A MULIK PROJECT DIRECTOR 198988 0 0 0 690 0 26136 0 8845 0 234659 0 0 0 RANAHNAH AFRIYE REGIONAL DIRECTOR, AFRICA PROGRAMS 188733 0 0 0 450 0 24535 0 4276 0 217994 0 0 0 STEPHANIE POSNER PROGRAMS ADVISOR 169619 0 0 0 690 0 22348 0 18684 0 211341 0 0 0 KEITH FLEMING DIRECTOR, GLOBAL IT 161353 0 0 0 690 0 21464 0 22058 0 205565 0 0 0 EUGENE JAMES GRALL REGIONAL DIRECTOR, AE PROGRAMS 171667 0 0 0 729 0 18463 0 14205 0 205064 0 0 0 GINA VOLYNSKY SENIOR DIRECTOR 186367 0 0 0 690 0 714 0 15211 0 202982 0 0 0 ALAN BROOKS REGIONAL DIRECTOR (THRU 7/22) 146028 0 0 0 27213 0 12464 0 15949 0 201654 0 0 0 BARRY FLAMING SENIOR AFOLU ADVISOR 135005 0 0 0 35319 0 16152 0 13675 0 200151 0 0 0 CHRISTOPHER T WYROD CHIEF OF PARTY, REGIONAL 144880 0 0 0 19044 0 11025 0 18648 0 193597 0 0 0 KELLAND DICKSON STEVENSON COUNTRY DIRECTOR MYANNAR (THRU 1/23) 141724 0 0 0 24277 0 10910 0 7502 0 184413 0 0 0 PART I, LINE 1: PACT MAY PROVIDE A HOUSING ALLOWANCE TO ENSURE EXPATRIATE STAFF HAVE ACCESS TO MODEST HOUSING IN A SAFE ENVIRONMENT. THIS ALLOWANCE INCLUDES TAXES, INSURANCE, AND FEES; AND OTHER ALLOWABLE AND APPROVED EXPENSES OF STATE STANDARD REGULATIONS TO DETERMINE REASONABLENESS FOR PURPOSES QUALIFIED STAFF IS WORKING PART I, LINE 4A: THE FOLLOWING INDIVIDUALS RECEIVED SEVERANCE PAYMENTS DURING 2022: MATTHEW CULLINEN: $26,881 ALAN BROOKS: $36,450 FORM 990, PART I, LINE 1 PACT ENABLES SYSTEMIC SOLUTIONS THAT ALLOW THOSE WHO ARE POOR AND MARGINALIZED TO EARN A DIGNIFIED LIVING, BE HEALTHY, AND TAKE PART IN THE BENEFITS THAT NATURE PROVIDES. PACT ACCOMPLISHES THIS BY STRENGTHENING LOCAL CAPACITY, FORGING EFFECTIVE GOVERNANCE SYSTEMS, AND TRANSFORMING MARKETS INTO A FORCE FOR DEVELOPMENT. FORM 990, PART I, LINE 5: THE FIGURE NOTED IN LINE 5 REPRESENTS ONLY EMPLOYEES OF PACT WHO ARE US CITIZENS. PACT HAS MANY OTHER EMPLOYEES, INCLUDING THIRD COUNTRY NATIONALS AND LOCAL NATIONALS, WORKING IN OUR OFFICES AROUND THE WORLD, WHO ARE NOT SUBJECT TO US WAGE AND TAX REPORTING REQUIREMENTS. DURING FY23, PACT, INC. HAD OVER 1,400 TOTAL EMPLOYEES GLOBALLY. FORM 990, PART III, LINE 1, CONTINUATION OF DESCRIPTION OF ORGANIZATION MISSION: PACT ACCOMPLISHES THIS BY STRENGTHENING LOCAL CAPACITY, FORGING EFFECTIVE GOVERNANCE SYSTEMS, AND TRANSFORMING MARKETS INTO A FORCE FOR DEVELOPMENT. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 REVIEW PROCESS ONCE PACT'S FORM 990 IS COMPLETED BY ITS TAX PREPARER, IT IS REVIEWED IN DETAIL BY THE CONTROLLER. ONCE THE CONTROLLER IS SATISFIED THAT THE RETURN IS COMPLETE AND ACCURATE, IT IS REVIEWED BY PACT'S CFO. PACT'S IRS FORM 990 IS SHARED WITH THE FINANCE AND AUDIT COMMITTEE IN DRAFT FORM AND IS ALSO PROVIDED TO ITS BOARD OF DIRECTORS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL EMPLOYEES, OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN A CONFLICT OF INTEREST POLICY UPON JOINING PACT. IT IS THE DUTY OF PACT DIRECTORS, OFFICERS, AND EMPLOYEES TO UPDATE AND RAISE ANY POTENTIAL CONFLICTS OF INTEREST DURING THEIR TENURE AT PACT. PACT DIRECTORS AND SENIOR MANAGEMENT PACT, INC. MUST RAISE POTENTIAL CONFLICTS AND SUBMIT THEIR PACT CONFLICT OF INTEREST DISCLOSURE FORM TO THE PACT GENERAL COUNSEL AND/OR BOARD SECRETARY, WHO THEN REVIEW TO DETERMINE IF A CONFLICT EXISTS. ALL OTHER EMPLOYEES RAISE POTENTIAL CONFLICTS WITH THE ETHICS AND COMPLIANCE OFFICE, WHO IN TURN DECIDES HOW TO ADDRESS ANY POTENTIAL CONFLICT. ANY PERSON WITH A CONFLICT WILL RECUSE HIM/HERSELF FROM DISCUSSION AND DECISION ON THE PERTINENT MATTER. FORM 990, PART VI, SECTION B, LINE 15 PROCESS FOR DETERMINING CEO AND OTHER OFFICER AND KEY EMPLOYEE COMPENSATION: PACT'S BYLAWS STATE THAT THE "SALARY OF THE PRESIDENT AND CHIEF EXECUTIVE OFFICER AND THE TERMS OF HIS OR HER EMPLOYMENT SHALL BE FIXED BY THE BOARD OF DIRECTORS. THE SALARIES OF ALL OTHER STAFF AND THE TERMS OF THEIR EMPLOYMENT SHALL BE FIXED BY THE PRESIDENT AND CHIEF EXECUTIVE OFFICER." CEO: THE EXECUTIVE COMMITTEE OF THE BOARD SETS THE CEO'S SALARY, TYPICALLY INFORMED BY INFORMATION PROVIDED BY THE SEARCH FIRM AT THE TIME OF HIRE. THE GOVERNANCE COMMITTEE CONDUCTS AN ANNUAL EVALUATION OF THE CEO AND AWARDS INCREASES AS DEEMED APPROPRIATE AND APPROVED BY THE EXECUTIVE COMMITTEE. THE EXECUTIVE COMMITTEE AND THE GOVERNANCE COMMITTEE ARE COMPRISED OF INDEPENDENT PERSONS AND MAINTAIN CONTEMPORANEOUS WRITTEN DOCUMENTATION OF ALL DECISIONS MADE. OTHER OFFICERS OR KEY EMPLOYEES: THE CEO IS RESPONSIBLE FOR THE COMPENSATION OF OTHER EMPLOYEES BUT IS DIRECTLY INVOLVED ONLY IN THE HIRING AND SALARY NEGOTIATIONS OF C-LEVEL POSITIONS. IN THESE CASES, WHERE PACT IS UTILIZING A SEARCH FIRM, THE FIRM PROVIDES MARKET INFORMATION TO ASSIST IN THE DETERMINATION OF APPROPRIATE COMPENSATION LEVELS. FOR KEY EMPLOYEES BEYOND THE C-SUITE, PACT'S CHIEF HUMAN CAPITAL OFFICER IS RESPONSIBLE FOR SALARY DETERMINATIONS. PACT USES A SERIES OF ANNUAL SALARY SURVEYS OF PEER ORGANIZATIONS, CONDUCTED BY AN INDUSTRY TRADE ASSOCIATION, TO INFORM SALARY LEVELS. ALL PACT EMPLOYEES ARE EVALUATED ON AN ANNUAL BASIS, AND INCREASES ARE DETERMINED AND AWARDED FROM AN APPROVED POOL, ADMINISTERED BY PACT'S CHIEF HUMAN CAPITAL OFFICER FORM 990, PART VI, SECTION C, LINE 19 HOW DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC PACT'S IRS DETERMINATION LETTER IS AVAILABLE UPON REQUEST. PACT'S ANNUAL REPORTS, AUDITED FINANCIAL STATEMENTS AND 990S ARE AVAILABLE UPON REQUEST, AS WELL AS ON ITS WEBSITE. FORM 990, PART XI, LINE 9: BAD DEBT -90,269. LEASE IMPAIRMENT LOSS -1,941,940. PACT VENTURES 1140 3RD STREET NE WASHINGTON DC 20002 TO SUPPORT PACT INC. DC 0 0 PACT INC PACT GLOBAL MICROFINANCE FUND 1140 3RD STREET NE WASHINGTON DC 20002 455008824 TO OPERATE MICROFINANCE PROGRAMS DE 501(C)(3) LINE 12A, I PACT INC 1 PACT GLOBAL (UK) CIO MERLIN PLACE MILTON ROAD CAMBRIDGE UK CB4 0DP UK NGO UK PACT INC 1 0 1 1 0 0 0 0 0 0 0 0 1 1 0 0 0 1 0 0 PACT GLOBAL MICROFINANCE FUND C 196021 CASH PACT GLOBAL MICROFINANCE FUND M 2002003 CASH PACT UK B 70000 CASH PACT UK L 596944 CASH PACT UK Q 112824 CASH