Attach to Form 990 or Form 990-EZ.
Information about Schedule A (Form 990 or 990-EZ) and its instructions is at www.irs.gov/form990.
| (i)Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 9 above or IRC section (see instructions)) | (iv) Is the organization listed in your governing document? | (v) Amount of monetary support (see instructions) | (vi) Amount of other support (see instructions) | |
|---|---|---|---|---|---|---|
| Yes | No | |||||
| Total | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") .... | 152,434,405 | 240,628,741 | 171,536,869 | 260,656,932 | 286,891,535 | 1,112,148,482 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | ||||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 4 | Total. Add lines 1 through 3 | 152,434,405 | 240,628,741 | 171,536,869 | 260,656,932 | 286,891,535 | 1,112,148,482 |
| 5 | The portion of total contributions by each person (other than a governmental unit or publicly supported organization) included on line 1 that exceeds 2% of the amount shown on line 11, column (f).. | 362,632,553 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 749,515,929 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 152,434,405 | 240,628,741 | 171,536,869 | 260,656,932 | 286,891,535 | 1,112,148,482 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 4,380,066 | 2,797,154 | 2,295,453 | 1,577,831 | 1,370,599 | 12,421,103 |
| 9 | Net income from unrelated business activities, whether or not the business is regularly carried on.. | ||||||
| 10 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.).. | 1,557,958 | 502,596 | 730,742 | 2,432,891 | 763,131 | 5,987,318 |
| 11 | Total support Add lines 7 through 10. | 1,130,595,405 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grants.") . | ||||||
| 2 | Gross receipts from admissions, merchandise sold or services performed, or facilities furnished in any activity that is related to the organization's tax-exempt purpose...... | ||||||
| 3 | Gross receipts from activities that are not an unrelated trade or business under section 513.. | ||||||
| 4 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf... | ||||||
| 5 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | ||||||
| 6 | Total. Add lines 1 through 5. | ||||||
| 7a | Amounts included on lines 1, 2, and 3 received from disqualified persons... | ||||||
| b | Amounts included on lines 2 and 3 received from other than disqualified persons that exceed the greater of $5,000 or 1% of the amount on line 13 for the year. | ||||||
| c | Add lines 7a and 7b.. | ||||||
| 8 | Public support (Subtract line 7c from line 6.) | ||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2010 | (b) 2011 | (c) 2012 | (d) 2013 | (e) 2014 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 9 | Amounts from line 6... | ||||||
| 10a | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources.. | ||||||
| b | Unrelated business taxable income (less section 511 taxes) from businesses acquired after June 30, 1975. | ||||||
| c | Add lines 10a and 10b. | ||||||
| 11 | Net income from unrelated business activities not included in line 10b, whether or not the business is regularly carried on. | ||||||
| 12 | Other income. Do not include gain or loss from the sale of capital assets (Explain in Part VI.) .. | ||||||
| 13 | Total support. (Add lines 9, 10c, 11, and 12.).. | ||||||
| Section A - Adjusted Net Income | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Net short-term capital gain | 1 | ||||
| 2 | Recoveries of prior-year distributions | 2 | ||||
| 3 | Other gross income (see instructions) | 3 | ||||
| 4 | Add lines 1 through 3 | 4 | ||||
| 5 | Depreciation and depletion | 5 | ||||
| 6 | Portion of operating expenses paid or incurred for production or collection of gross income or for management, conservation, or maintenance of property held for production of income (see instructions) | 6 | ||||
| 7 | Other expenses (see instructions) | 7 | ||||
| 8 | Adjusted Net Income (subtract lines 5, 6 and 7 from line 4) | 8 | ||||
| Section B - Minimum Asset Amount | (A) Prior Year |
(B) Current Year (optional) |
||||
| 1 | Aggregate fair market value of all non-exempt-use assets (see instructions for short tax year or assets held for part of year): | 1 | ||||
| a | Average monthly value of securities | 1a | ||||
| b | Average monthly cash balances | 1b | ||||
| c | Fair market value of other non-exempt-use assets | 1c | ||||
| d | Total (add lines 1a, 1b, and 1c) | 1d | ||||
| e | Discount claimed for blockage or other factors (explain in detail in Part VI): | |||||
| 2 | Acquisition indebtedness applicable to non-exempt use assets | 2 | ||||
| 3 | Subtract line 2 from line 1d | 3 | ||||
| 4 | Cash deemed held for exempt use. Enter 1-1/2% of line 3 (for greater amount, see instructions). | 4 | ||||
| 5 | Net value of non-exempt-use assets (subtract line 4 from line 3) | 5 | ||||
| 6 | Multiply line 5 by .035 | 6 | ||||
| 7 | Recoveries of prior-year distributions | 7 | ||||
| 8 | Minimum Asset Amount (add line 7 to line 6) | 8 | ||||
| Section C - Distributable Amount | Current Year | |||||
| 1 | Adjusted net income for prior year (from Section A, line 8, Column A) | 1 | ||||
| 2 | Enter 85% of line 1 | 2 | ||||
| 3 | Minimum asset amount for prior year (from Section B, line 8, Column A) | 3 | ||||
| 4 | Enter greater of line 2 or line 3 | 4 | ||||
| 5 | Income tax imposed in prior year | 5 | ||||
| 6 | Distributable Amount. Subtract line 5 from line 4, unless subject to emergency temporary reduction (see instructions) | 6 | ||||
| 7 | Check here if the current year is the organization's first as a non-functionally-integrated Type III supporting organization (see instructions) | |||||
| Section D - Distributions | Current Year | |
|---|---|---|
| 1 Amounts paid to supported organizations to accomplish exempt purposes | ||
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
||
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | ||
| 4 Amounts paid to acquire exempt-use assets | ||
| 5 Qualified set-aside amounts (prior IRS approval required) | ||
| 6 Other distributions (describe in Part VI). See instructions | ||
| 7Total annual distributions. Add lines 1 through 6. | ||
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
||
| 9 Distributable amount for 2014 from Section C, line 6 | ||
| 10 Line 8 amount divided by Line 9 amount | ||
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2014 |
(iii) Distributable Amount for 2014 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2014 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2014 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2014: | ||||
| a From 2009.......X | ||||
| b From 2010.......X | ||||
| c From 2011.......X | ||||
| d From 2012.......X | ||||
| e From 2013....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2014 distributable amount | ||||
|
i
Carryover from 2009 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2014 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2014 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2014, if any. Subtract lines 3g and 4a from line 2 (if amount greater than zero, see instructions) |
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|
6
Remaining underdistributions for 2014. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2015. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a From 2010.......X | ||||
| b From 2011.......X | ||||
| c From 2012.......X | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| Facts And Circumstances Test |
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| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
|---|---|
| FORM 990, PART I, LINE 1 | PATH IS THE LEADER IN GLOBAL HEALTH INNOVATION. AN INTERNATIONAL NONPROFIT ORGANIZATION, WE SAVE LIVES AND IMPROVE HEALTH, ESPECIALLY AMONG WOMEN AND CHILDREN. WE ACCELERATE INNOVATION ACROSS FIVE PLATFORMS-VACCINES, DRUGS, DIAGNOSTICS, DEVICES, AND SYSTEM AND SERVICE INNOVATIONS-THAT HARNESS OUR ENTREPRENEURIAL INSIGHT, SCIENTIFIC AND PUBLIC HEALTH EXPERTISE, AND PASSION FOR HEALTH EQUITY. BY MOBILIZING PARTNERS AROUND THE WORLD, WE TAKE INNOVATION TO SCALE, WORKING ALONGSIDE COUNTRIES PRIMARILY IN AFRICA AND ASIA TO TACKLE THEIR GREATEST HEALTH NEEDS. TOGETHER, WE DELIVER MEASURABLE RESULTS THAT DISRUPT THE CYCLE OF POOR HEALTH. OUR ROBUST MONITORING AND EVALUATION IS INTEGRAL TO THESE EFFORTS. AT EVERY STAGE, WE ASSESS AND ALIGN OUR PROGRESS AGAINST PROJECT, FUNDER, AND ORGANIZATIONAL TARGETS, AND EVALUATE OPPORTUNITIES TO INCREASE OUR EFFICINECY AND IMPACT. IN 2014, PATH AND OUR PARTNERS AND SUPPORTERS REACHED MORE THAN 160 MILLION PEOPLE WITH LIFESAVING HEALTH SOLUTIONS. OUR FUNDERS AND COLLABORATORS FROM ACROSS THE PUBLIC, PRIVATE, AND CORPORATE SECTORS ARE PIVOTAL TO OUR SUCCESS. THEIR CONTRIBUTIONS SUPPORT OUR WIDE-REACHING WORK TO ACCELERATE INNOVATION TO SAVE LIVES AND IMPROVE HEALTH WORLDWIDE. |
| FORM 990, PART III, LINE 4A | IN A KEY 2014 MILESTONE, WE LAUNCHED AN AFFORDABLE, EASY-TO-USE DIAGNOSTIC TEST THAT CAN QUICKLY DETECT PREVIOUS EXPOSURE TO THE PARASITE THAT CAUSES RIVER BLINDNESS (ONCHOCERCIASIS). THE TEST IS FAST, ACCURATE, AND TAILORED FOR USE IN THE POOR RURAL COMMUNITIES WHERE THE DISEASE IS MOST COMMON. PATH HAS WORKED WITH PARTNERS SINCE 2010 TO DEVELOP THE TEST AND BRING IT TO MARKET. WE TESTED AND REFINED THE DIAGNOSTIC, CONDUCTED LABORATORY AND FIELD EVALUATIONS, IDENTIFIED THE MANUFACTURER, AND HELPED ENSURE THE PRODUCT MET QUALITY AND PERFORMANCE REQUIREMENTS. THE TEST REPRESENTS THE FIRST IN A SUITE OF DIAGNOSTICS AIMED AT ELIMINATING NEGLECTED TROPICAL DISEASES, A GROUP OF ILLNESSES THAT AFFECT MORE THAN 1 BILLION PEOPLE WORLDWIDE. IN 2014, THE FIRST 15,000 TESTS WERE SHIPPED TO NIGERIA AND TOGO FOR USE IN DEMONSTRATION STUDIES, LAYING THE GROUNDWORK FOR FURTHER EXPANSION IN 2015. WE ARE ALSO EXPANDING OUR WORK TO BRING TO MARKET A NEW DUAL-DETECTION TEST FOR BOTH RIVER BLINDNESS AND LYMPHATIC FILARIASIS, A DISEASE THAT CAUSES DISFIGUREMENT AND DISABILITY AND OFTEN AFFECTS THE SAME COMMUNITIES AS RIVER BLINDNESS. AND WE ARE LEVERAGING OUR EXPERTISE AND GLOBAL NETWORK OF PARTNERS TO SPEED DEVELOPMENT OF ADDITIONAL DIAGNOSTIC TOOLS FOR NEGLECTED TROPICAL DISEASES. FINALLY, WE ARE PIONEERING THE USE OF DIAGNOSTICS FOR MALARIA ELIMINATION. WE ARE IMPROVING ACCESS TO AVAILABLE TESTS WHILE DEVELOPING NEW OPTIONS THAT PROVIDE ACCESS TO PROPER TREATMENT AND THAT CAN DETECT LOW LEVELS OF MALARIA INFECTION THAT MIGHT OTHERWISE BE MISSED. IN 2014, WE INCREASED THE USE OF HIGH-QUALITY MALARIA DIAGNOSIS AND TREATMENT IN 15 COUNTRIES IN AFRICA AND THE MEKONG REGION. OUR DIGITAL HEALTH SOLUTIONS GROUP CONTINUED TO WORK WITH GLOBAL HEALTH STAKEHOLDERS TO IDENTIFY, ADAPT, AND IMPLEMENT INFORMATION AND COMMUNICATIONS TECHNOLOGIES PRODUCTS, POLICIES, AND PROCESSES TO ENCOURAGE BETTER DATA USE AND DECISION-MAKING AND IMPROVE HEALTH. ACCOMPLISHMENTS IN 2014 INCLUDED SERVING AS A LEAD PARTNER IN THE BETTER IMMUNIZATION DATA INITIATIVE AND WORKING WITH TANZANIA'S MINISTRY OF HEALTH; GAVI, THE VACCINE ALLIANCE; AND OTHER PARTNERS TO INTRODUCE AN INEXPENSIVE, EASY-TO-USE, AND RELIABLE BARCODE TECHNOLOGY INTO THE NATIONAL LOGISTICS MANAGEMENT SYSTEM FOR VACCINES AND OTHER SUPPLIES. WE ALSO WORKED CLOSELY WITH VACCINE MANUFACTURERS TO UPDATE THE BARCODES USED ON VACCINE PACKAGING. OUR VISION IS THAT IN FIVE YEARS EVERY COUNTRY WILL BE ABLE TO TRACK PRODUCTS FROM MANUFACTURER TO RECIPIENT, IDENTIFY AND PREDICT STOCKOUTS, AND ENSURE THAT THE RIGHT GOODS ARE IN PLACE TO DELIVER LIFESAVING HEALTH IMPACT. |
| FORM 990, PART III, LINE 4B | THE FIVE-YEAR WINDOW OF OPPORTUNITY PROJECT (2011-2016) CONTINUED TO IMPROVE MATERNAL, NEWBORN, AND CHILD HEALTH (MNCH) AND DEVELOPMENT IN FIVE DISTRICTS IN SOUTH AFRICA AND MOZAMBIQUE. AMONG OTHER 2014 HIGHLIGHTS, WE CONTINUED WORK TO DEVELOP NATIONAL MNCH NUTRITION STRATEGIES AND SUPPORTED PROGRESS TOWARD A NEW NATIONAL EARLY CHILDHOOD DEVELOPMENT POLICY. AT THE DISTRICT LEVEL, WE STRENGTHENED COLLABORATIONS BETWEEN STAKEHOLDERS; IMPROVED DATA MANAGEMENT AND USE; ENGAGED COMMUNITIES TO IMPROVE HEALTH; AND PROVIDED SUPPORT AND TECHNICAL ASSISTANCE TO MORE THAN 40 COMMUNITY-BASED ORGANIZATIONS. SO FAR, THE PROJECT HAS TRAINED THOUSANDS OF HEALTH AND DEVELOPMENT PROFESSIONALS IN MNCH AND PROVIDED EDUCATION AND ASSISTANCE TO TENS OF THOUSANDS OF HOUSEHOLDS. TO DATE, OUR EFFORTS HAVE INCREASED WOMEN RECEIVING EARLY ANTENATAL CARE OVER STARTING NUMBERS IN PARTICIPATING AREAS, AND MORE CHILDREN ARE EXCLUSIVELY BREASTFED AT 14 WEEKS OF AGE, DECREASING THE BURDEN OF LIFE-THREATENING DIARRHEA. WE ALSO CONTINUED OUR BOLD PORTFOLIO OF EARLY CHILDHOOD DEVELOPMENT EFFORTS, WHICH HELP TO ENSURE THAT MORE CHILDREN RECEIVE THE STIMULATION (FROM CONVERSATION TO SIMPLE TOYS) THAT HELPS THEIR MINDS DEVELOP TO THEIR FULL POTENTIAL. IN 2014, WE BUILT ON MOMENTUM AND LESSONS LEARNED FROM PRIOR EFFORTS TO EXPAND OUR WORK IN KENYA AND MOZAMBIQUE. THE MAXIMISING THE QUALITY OF SCALING UP NUTRITION PROJECT SUPPORTED MORE THAN 20 PROJECTS TO ADDRESS UNDERNUTRITION IN 17 FOCUS COUNTRIES. THE PATH-LED CONSORTIUM IS IMPROVING HEALTH AND NUTRITION BY STRENGTHENING GOVERNMENT AND NATIONAL POLICIES; SCALING UP PROVEN INTERVENTIONS, SUCH AS FOOD SUPPLEMENTATION AND FORTIFICATION; AND INTEGRATING SYSTEMIC CHANGES, SUCH AS AGRICULTURAL AND WATER AND SANITATION IMPROVEMENTS, INTO EXISTING PROGRAMS. OUR PROJECTING HEALTH PROJECT ALSO MADE STRIDES. GETTING PEOPLE TO CHANGE THEIR HABITS IN FAVOR OF HEALTHIER BEHAVIORS IS ONE OF THE BIGGEST CHALLENGES IN GLOBAL HEALTH. PROJECTING HEALTH EMPOWERS LOCAL COMMUNITY MEMBERS TO PRODUCE, EDIT, AND STAR IN HEALTH EDUCATION VIDEOS CUSTOMIZED FOR LOCAL CONTEXTS AND DIALECTS. WITH A LOW-COST, PORTABLE PROJECTOR AND A WHITE SHEET FOR A SCREEN, THE VIDEOS ARE REACHING REMOTE COMMUNITIES IN ETHIOPIA AND INDIA WITH ACCURATE INFORMATION ON BREASTFEEDING, IMMUNIZATION, CHILDBIRTH, AND MORE. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM USING INFORMATION PROVIDED BY PATH ACCOUNTING SERVICES STAFF. PATH SENIOR MANAGEMENT REVIEWED THE DRAFT FORM. A COPY OF THE 990 WAS SENT TO THE BOARD OF DIRECTORS FOR COMMENT. AFTER THE COMMENT PERIOD, THE PRESIDENT/CEO SIGNED THE RETURN. |
| FORM 990, PART VI, SECTION B, LINE 12C | BOARD MEMBERS, PATH MANAGEMENT, AND ALL STAFF ABOVE A DESIGNATED LEVEL IN THE ORGANIZATION MUST COMPLETE A CONFLICT OF INTEREST DISCLOSURE FORM EACH YEAR. ALL FORMS ARE REVIEWED AND KEPT ON FILE. A CONFLICT MANAGEMENT PLAN IS DEVELOPED FOR ANY EMPLOYEE WITH A SIGNIFICANT ACTUAL OR PERCEIVED CONFLICT OF INTEREST. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE BOARD'S EXECUTIVE COMPENSATION COMMITTEE ANNUALLY REVIEWS SALARY AND BENEFITS FOR EXECUTIVE EMPLOYEE POSITIONS AND PROVIDES GUIDANCE TO THE CEO ON COMPENSATION DECISIONS FOR EXECUTIVE POSITIONS. THE COMPENSATION AND BENEFITS FOR PATH'S PRESIDENT AND CEO ARE REVIEWED AND APPROVED BY THE ENTIRE BOARD OF DIRECTORS EACH YEAR AT THE DECEMBER BOARD MEETING. PATH ROUTINELY USES THE SERVICES OF EXTERNAL FIRMS TO ASSESS AND BENCHMARK EXECUTIVE COMPENSATION (PRESIDENT/CEO, VICE PRESIDENTS, AND EXECUTIVE TEAM MEMBERS). THE LAST MAJOR REVIEW WAS COMPLETED IN 2014, WHEN PATH ENGAGED MERCER (A COMPENSATION, BENEFITS, AND HUMAN RESOURCES CONSULTING FIRM) TO REVIEW CURRENT AND PROPOSED BASE SALARIES OF PATH'S PRESIDENT/CEO, VICE PRESIDENTS, AND EXECUTIVE TEAM MEMBERS. MERCER USED DATA FROM MULTIPLE SOURCES TO EVALUATE CURRENT AND PROPOSED BASE SALARIES FOR THESE POSITIONS. THE BOARD'S EXECUTIVE COMPENSATION COMMITTEE REVIEWED THE MERCER REPORT AND APPROVED THE COMPENSATION PACKAGES FOR THE VICE PRESIDENTS AND EXECUTIVE TEAM. ADDITIONALLY, MERCER REVIEWED THE PROPOSED TOTAL COMPENSATION AND BENEFIT PACKAGE FOR THE PRESIDENT/CEO POSITION AND OBTAINED A SIGNIFICANT NUMBER OF DATA POINTS TO ASCERTAIN ITS REASONABLENESS AND APPROPRIATENESS. THE BOARD APPROVED THE COMMITTEE'S RECOMMENDATION FOR THE PRESIDENT/CEO'S TOTAL COMPENSATION PACKAGE. |
| FORM 990, PART VI, SECTION C, LINE 19 | PATH MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST; MOST DOCUMENTS ARE ALSO AVAILABLE ONLINE. |
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