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 (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any unusual grants.) .... | 9,523,811 | 5,251,105 | 7,750,499 | 12,713,431 | 19,316,015 | 54,554,861 |
| 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 | 9,523,811 | 5,251,105 | 7,750,499 | 12,713,431 | 19,316,015 | 54,554,861 |
| 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).. | 31,071,954 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 23,482,907 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 9,523,811 | 5,251,105 | 7,750,499 | 12,713,431 | 19,316,015 | 54,554,861 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 17,938 | 41,976 | 28,670 | 17,585 | 16,953 | 123,122 |
| 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.).. | 7,418 | 12,026 | 4,536 | 645 | 30,014 | 54,639 |
| 11 | Total support. Add lines 7 through 10. | 54,732,622 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (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) |
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| 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): |
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| 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 | ||||
| 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 2015 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-2015 |
(iii) Distributable Amount for 2015 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2015 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2015 (reasonable cause required--see instructions) |
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| 3 Excess distributions carryover, if any, to 2015: | ||||
| a | ||||
| b | ||||
| c | ||||
| d From 2013....... | ||||
| e From 2014....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2015 distributable amount | ||||
|
i
Carryover from 2010 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2015 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2015 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2015, 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 2015. Subtract lines 3h and 4b from line 1 (if amount greater than zero, see instructions) |
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|
7 Excess distributions carryover to 2016. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a | ||||
| b | ||||
| c Excess from 2013....... | ||||
| d From 2014....... | ||||
| e From 2015....... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | OTHER INCOME - 2011 AMOUNT: $ 7,418. 2012 AMOUNT: $ 12,026. 2013 AMOUNT: $ 4,536. 2014 AMOUNT: $ 645. 2015 AMOUNT: $ 30,014. |
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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 III, LINE 4B | EXPLORING SKILLS ENHANCEMENT AT THE SECONDARY LEVEL IN LATIN AMERICA AND THE CARIBBEAN R4D AND FHI 360 WILL ANALYZE THE SKILLS REQUIRED FOR WORK AND IDENTIFY MODELS OF SECONDARY EDUCATION IN LATIN AMERICA AND THE CARIBBEAN. THE PARTNERSHIP WILL LEVERAGE FHI 360'S LONG TRACK RECORD SUPPORTING EDUCATION REFORM EFFORTS AND WORKFORCE DEVELOPMENT IN THE REGION, AND WILL BUILD UPON R4D'S RECENT STUDY THAT IDENTIFIED THE SKILLS REQUIRED FOR WORK IN THE 21ST CENTURY ECONOMIES OF AFRICA AND ASIA. STRENGTHENING INNOVATION AND PRACTICE IN SECONDARY EDUCATION: R4D WILL BE SERVING AS THE LEARNING PARTNER FOR THE PARTNERSHIP TO STRENGTHEN INNOVATION AND PRACTICE IN SECONDARY EDUCATION (PSIPSE) FOR PROJECTS BEING SUPPORTED BY A DONOR COLLABORATE IN INDIA, NIGERIA, AND EAST AFRICA. AS A LEARNING PARTNER, R4D'S ROLE IS TO SERVE AS A HIGH-LEVEL EVALUATOR, REGIONAL NETWORKER, AND SYNTHESIZER OF FINDINGS FROM THE PROJECTS. INNOVATIVE SECONDARY EDUCATION FOR SKILLS ENHANCEMENT: THROUGH THE INNOVATIVE SECONDARY EDUCATION FOR SKILLS ENHANCEMENT (ISESE) PROJECT, SUPPORTED BY THE ROCKEFELLER FOUNDATION, R4D IS IDENTIFYING THE SKILLS REQUIRED FOR WORK IN THE 21ST CENTURY ECONOMIES OF AFRICA AND ASIA, AND EXPLORING INNOVATIVE MODELS OF DELIVERING THESE SKILLS TO YOUTH OF SECONDARY SCHOOL AGE. EARLY LEARNING GLOBAL ADVOCACY STRATEGY TO SUPPORT EARLY LEARNING R4D HELPED THE CHILDREN'S INVESTMENT FUND FOUNDATION (CIFF) DEVELOP A GLOBAL ADVOCACY STRATEGY TO ACHIEVE MEASURABLE IMPACT IN EARLY LEARNING. R4D IDENTIFIED LEADING ORGANIZATIONS, ASSOCIATIONS, AND INDIVIDUALS IN THIS SPACE TO INFORM WHAT A GLOBAL COALITION FOCUSED ON EARLY LEARNING OR EARLY CHILDHOOD MIGHT LOOK LIKE, AND IN THE PROCESS, PROVIDED CIFF WITH STRATEGIC ANALYSIS AND RECOMMENDATIONS IN SUPPORT OF THEIR GOALS. FRESH FOCUS ON EARLY CHILDHOOD WORKFORCE TO DRIVE FORWARD THE GLOBAL EFFORT TO SUPPORT AND STRENGTHEN THE EARLY CHILDHOOD WORKFORCE, R4D HAS PARTNERED WITH THE INTERNATIONAL STEP BY STEP ASSOCIATION TO LAUNCH THE EARLY CHILDHOOD WORKFORCE INITIATIVE. BY ENGAGING EXISTING AND EMERGING REGIONAL EARLY CHILDHOOD NETWORKS, AS WELL AS POLICYMAKERS AND OTHER RELEVANT GROUPS, THE INITIATIVE WILL SUPPORT JOINT LEARNING ACTIVITIES, KNOWLEDGE CREATION AND SHARING, AND ADVOCACY ACROSS COUNTRIES AND AT THE COUNTRY LEVEL. INCREASING THE IMPACT OF INVESTMENTS IN CHILDREN THE CHILDREN'S INVESTMENT FUND FOUNDATION ASKED RESULTS FOR DEVELOPMENT INSTITUTE TO DEVELOP FRAMEWORKS FOR COSTING, COST-EFFECTIVENESS ANALYSIS, AND FINANCIAL SUSTAINABILITY THAT THE FOUNDATION CAN USE CONSISTENTLY ACROSS FIVE CIFF PRIORITY AREAS: NEONATAL MORTALITY, EARLY CHILDHOOD EDUCATION, SEVERE AND ACUTE MALNUTRITION, PREVENTION OF MOTHER-TO-CHILD TRANSMISSION OF HIV AND DE-WORMING. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 TO ENSURE THE APPROPRIATENESS OF THE COMPENSATION LEVELS OF THE MANAGING DIRECTORS AND THE PRESIDENT. IN 2010 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. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 5,731,158. MANAGEMENT AND GENERAL EXPENSES 293,821. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 6,024,979. |
| FORM 990, PART XI, LINE 9: | GRANT REFUND 7,024. |
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