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.) .... | 27,905,088 | 37,395,389 | 32,560,250 | 25,253,271 | 26,254,040 | 149,368,038 |
| 2 | Tax revenues levied for the organization's benefit and either paid to or expended on its behalf....... | 0 | |||||
| 3 | The value of services or facilities furnished by a governmental unit to the organization without charge.. | 0 | |||||
| 4 | Total. Add lines 1 through 3 | 27,905,088 | 37,395,389 | 32,560,250 | 25,253,271 | 26,254,040 | 149,368,038 |
| 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).. | 81,389,557 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 67,978,481 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 27,905,088 | 37,395,389 | 32,560,250 | 25,253,271 | 26,254,040 | 149,368,038 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 98,563 | 131,831 | 125,812 | 203,617 | 204,808 | 764,631 |
| 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.).. | 730 | 27,015 | 30,404 | 31,970 | 7 | 90,126 |
| 11 | Total support. Add lines 7 through 10. | 150,222,795 | |||||
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): |
|||||
| 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 |
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| Return Reference | Explanation |
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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 |
|---|---|
| MISSION STATEMENT | FORM 990, PART I, LINE 1 IPPF/WHR AIMS TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS BY CAMPAIGNING FOR SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS THROUGH ADVOCACY AND SERVICES, ESPECIALLY FOR POOR AND VULNERABLE PEOPLE. WE DEFEND THE RIGHT OF ALL YOUNG PEOPLE TO ENJOY THEIR SEXUAL LIVES FREE FROM ILL HEALTH, UNWANTED PREGNANCY, VIOLENCE AND DISCRIMINATION. WE SUPPORT A WOMAN'S RIGHT TO CHOOSE TO TERMINATE HER PREGNANCY LEGALLY AND SAFELY. WE STRIVE TO ELIMINATE SEXUALLY TRANSMITTED INFECTIONS AND REDUCE THE SPREAD AND IMPACT OF HIV/AIDS. |
| ORGANIZATION'S MISSION | FORM 990, PART III, LINE 1 INTERNATIONAL PLANNED PARENTHOOD FEDERATION - WESTERN HEMISPHERE REGION, INC. (IPPF/WHR) AIMS TO IMPROVE THE QUALITY OF LIFE OF INDIVIDUALS BY CAMPAIGNING FOR SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS THROUGH ADVOCACY AND SERVICES, ESPECIALLY FOR POOR AND VULNERABLE PEOPLE. IPPF/WHR DEFENDS THE RIGHT OF YOUNG PEOPLE TO ENJOY THEIR SEXUAL LIVES FREE FROM ILL HEALTH, UNWANTED PREGNANCY, VIOLENCE AND DISCRIMINATION. IPPF/WHR SUPPORTS A WOMAN'S RIGHT TO CHOOSE TO TERMINATE HER PREGNANCY LEGALLY AND SAFELY. IPPF/WHR STRIVES TO ELIMINATE SEXUALLY TRANSMITTED INFECTIONS (STIS) AND REDUCE THE SPREAD AND IMPACT OF HIV/AIDS. |
| OTHER PROGRAM SERVICES | FORM 990, PART III, LINE 4D OTHER PROGRAM SERVICE EXPENSES OF $6,980,135 INCLUDING GRANTS OF $1,798,866, ARE ATTRIBUTABLE TO THE FOLLOWING PROGRAMS: ADOLESCENTS: PROGRAM AND SERVICES TO ENSURE THAT ALL ADOLESCENTS AND YOUNG PEOPLE ARE AWARE OF THEIR SEXUAL AND REPRODUCTIVE RIGHTS, ARE EMPOWERED TO MAKE INFORMED CHOICES REGARDING THEIR SEXUAL AND REPRODUCTIVE HEALTH, AND ARE ABLE TO ACT ON THESE CHOICES. HIV/AIDS/STIS: PROGRAM AND SERVICES TO ENSURE THE FULL PROTECTION OF THE RIGHTS OF PEOPLE INFECTED AND AFFECTED BY HIV/AIDS/STIS AND THE REDUCTION IN THE GLOBAL INCIDENCE OF HIV/AIDS/STIS. ADVOCACY: EFFORTS TO GENERATE STRONG PUBLIC, POLITICAL AND FINANCIAL COMMITMENT TO AND SUPPORT FOR SEXUAL AND REPRODUCTIVE HEALTH AND RIGHTS AT THE NATIONAL AND INTERNATIONAL LEVELS. ACCREDITATION AND GOVERNANCE: EFFORTS DESIGNED TO STRENGTHEN GOVERNANCE STRUCTURES AND PROCESSES AT MA'S. EVALUATION: EFFORTS DESIGNED TO STRENGTHEN THE CAPACITY OF MA'S TO CONDUCT EVALUATION STRATEGICALLY AND TO DISSEMINATE THE RESULTS EFFECTIVELY. |
| MEMBERS | FORM 990, PART VI, LINE 6 AND 7A IPPF/WHR FUNCTIONS AS A REGIONAL COMPONENT OF INTERNATIONAL PLANNED PARENTHOOD FEDERATION, A NON-PROFIT CHARITABLE ORGANIZATION HEADQUARTERED IN LONDON, ENGLAND (IPPF/LONDON). IPPF/WHR SUPPORTS AND COORDINATES SEXUAL AND REPRODUCTIVE HEALTH, INCLUDING FAMILY PLANNING, ACTIVITIES CARRIED OUT BY 37 AUTONOMOUS NATIONAL MEMBER ASSOCIATION (MA'S) IN THE WESTERN HEMISPHERE AND A NUMBER OF OTHER NONPROFIT ORGANIZATIONS, AND ALSO PROVIDES FINANCIAL AND TECHNICAL ASSISTANCE AND ADVISORY SERVICES TO THESE ORGANIZATIONS. THE MA'S SEND DELEGATES TO THE REGIONAL COUNCIL MEETING EVERY 18 MONTHS. EVERY THREE YEARS, THEY ELECT THE IPPF/WHR REGIONAL BOARD OF DIRECTORS. DECISIONS MADE BY THE BOARD ARE NOT SUBJECT TO APPROVAL BY INDIVIDUAL MA'S. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11B THE ORGANIZATION'S FORM 990 IS INITIALLY PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY THE ORGANIZATION'S FINANCE DEPARTMENT IN CONSULTATION WITH THE ORGANIZATION'S STAFF. THE FINANCE DEPARTMENT AND THE ORGANIZATION'S REGIONAL DIRECTOR AND CEO THEN REVIEW AND APPROVE THE DRAFT RETURN. THE DRAFT RETURN IS THEN REVIEWED AND APPROVED BY THE TREASURER AND CHAIR OF THE AUDIT COMMITTEE, AND PROVIDED TO THE ENTIRE BOARD PRIOR TO FILING. |
| CONFLICT OF INTEREST POLICY | FORM 990, PART VI, LINE 12C THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE. DIRECTORS ARE REQUIRED TO CONFIRM THEIR COMPLIANCE PERIODICALLY. ALL NEW EMPLOYEES ARE REQUIRED TO SUBMIT A CONFLICT OF INTEREST QUESTIONNAIRE, AT THE TIME OF HIRING, TO HUMAN RESOURCES DISCLOSING ANY OUTSIDE AFFILIATIONS. IN ADDITION, DIRECTORS AND EMPLOYEES ARE REQUIRED TO DISCLOSE TO HUMAN RESOURCES ANY OUTSIDE AFFILIATIONS OR POTENTIAL CONFLICTS OF INTEREST AS THEY ARISE THROUGHOUT THE YEAR. HUMAN RESOURCES AND THE BOARD OF DIRECTORS REVIEWS THE OUTSIDE AFFILIATIONS TO DETERMINE IF THERE ARE ANY POTENTIAL CONFLICTS OF INTEREST OR VIOLATIONS OF THE CONFLICT OF INTEREST POLICY. IF SO, APPROPRIATE ACTION IS TAKEN TO RESOLVE ANY SUCH CONFLICTS OR VIOLATIONS, INCLUDING CAUSING A DIRECTOR TO RECUSE HIMSELF OR HERSELF FROM DISCUSSION AND VOTING ON THE ISSUE, AND CAUSING AN EMPLOYEE TO TERMINATE HIS/HER OUTSIDE AFFILIATION OR TAKING APPROPRIATE DISCIPLINARY ACTION. |
| COMPENSATION REVIEW PROCESS | FORM 990, PART VI, LINES 15A AND 15B THE INDEPENDENT BOARD OF DIRECTORS REVIEWS AND APPROVES THE COMPENSATION OF THE TOP MANAGEMENT OFFICIAL - THE REGIONAL DIRECTOR. THE ORGANIZATION HAS A CONFLICT OF INTEREST POLICY IN PLACE, AND NO DIRECTOR WHO HAS A CONFLICT OF INTEREST IS PERMITTED TO PARTICIPATE IN THE DISCUSSION OR VOTE ON THE REGIONAL DIRECTOR'S COMPENSATION. THE COMPENSATION DETERMINATION IS DOCUMENTED CONTEMPORANEOUSLY IN THE ORGANIZATION'S RECORDS. COMPENSATION FOR ALL OTHER EMPLOYEES IS SET BY THE REGIONAL DIRECTOR WITH THE ASSISTANCE OF THE HUMAN RESOURCES DEPARTMENT. VARIOUS SOURCES OF COMPARABILITY DATA ARE TAKEN INTO ACCOUNT IN DETERMINING COMPENSATION, TO ENSURE THAT EMPLOYEES ARE GENERALLY PAID WITHIN THE RANGE OF THE GOING MARKET RATE FOR COMPARABLE POSITIONS AT SIMILARLY SITUATED ORGANIZATIONS. |
| AVAILABLE TO THE PUBLIC | FORM 990, PART VI, LINE 18 AND 19 IPPF/WHR's Audited Financial Statements and 990 Tax Returns are made available to the public through our website www.ippfwhr.org and upon request by calling 212-248-6400. THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS OR CONFLICT OF INTEREST POLICY AVAILABLE TO THE PUBLIC. |
| FORM 990, PART VII | Compensation for Vincente Diaz includes only the three months he held the role of Deputy Regional Director, an officer position. Compensation for Giselle Carino includes only the ten months she was in the role of Deputy Regional Director, an officer position. |
| RECONCILIATION OF NET ASSETS | FORM 990, PART XI, LINE 9 CHANGE IN INTEREST IN THE NET ASSETS OF THE IPPF WHR FUND: $(1,510,419) CHANGE IN VALUE OF CHARITABLE GIFT ANNUITY: $ (499,414) RENT ALLOCATION FROM HLTF GRANT PROGRAM: $ 124,980 LOSS ON FOREIGN CURRENCY TRANSLATION: $ (610,324) -------------- TOTAL LINE 9: $(2,495,177) |
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