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.) .... | 541,567,076 | 471,675,545 | 522,181,567 | 512,280,155 | 517,869,079 | 2,565,573,422 |
| 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 | 541,567,076 | 471,675,545 | 522,181,567 | 512,280,155 | 517,869,079 | 2,565,573,422 |
| 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).. | 435,096,852 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 2,130,476,570 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2011 | (b) 2012 | (c) 2013 | (d) 2014 | (e) 2015 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 541,567,076 | 471,675,545 | 522,181,567 | 512,280,155 | 517,869,079 | 2,565,573,422 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 10,012,008 | 11,225,595 | 5,282,878 | 7,608,735 | 6,495,820 | 40,625,036 |
| 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.).. | 5,314,163 | 3,543,734 | 4,761,514 | 7,229,771 | 4,217,808 | 25,066,990 |
| 11 | Total support. Add lines 7 through 10. | 2,631,265,448 | |||||
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) |
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| 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 |
|---|---|
| OTHER INCOME WITHIN TOTAL SUPPORT | SCHEDULE A, PART II, LINE 10 TOTAL OTHER INCOME OF $4,217,808 IS THE TOTAL SALE OF GOODS NON-UBIT, WHICH IS MISCELLANEOUS INCOME GENERATED FROM THE COUNTRY OFFICES PRIMARILY THROUGH SALE OF ASSETS. |
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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 |
|---|---|
| NUMBER OF EMPLOYEES | FORM 990, PART I, LINE 5 IN THE SUMMARY IN PART I ON LINE 5, THE TOTAL NUMBER OF STAFF LISTED IS COMPRISED OF THE US AND INTERNATIONAL STAFF ON THE US PAYROLL AND RECONCILES TO THE FORM W-3 TRANSMITTAL OF WAGE AND TAX STATEMENTS. THE SALARY EXPENSE REPRESENTED ON LINE 15 REPRESENTS THE TOTAL COMPENSATION EXPENSE FOR CARES GLOBAL WORKFORCE, WHICH INCLUDES STAFF PAID IN LOCAL PAYROLLS IN CARES COUNTRY OFFICES. FOREIGN COUNTRIES FORM 990, PART V, LINE 4B AFGHANISTAN BANGLADESH BENIN BOLIVIA BURUNDI COTE D'IVOIRE DEMO REP OF CONGO DJIBOUTI ECUADOR EGYPT EL SALVADOR ETHIOPIA GEORGIA, REP OF GHANA GUATEMALA HAITI HONDURAS INDIA ISRAEL JORDAN KENYA LESOTHO LIBERIA MADAGASCAR MALAWI MALI MOZAMBIQUE NEPAL NICARAGUA NIGER NORTH SUDAN PAKISTAN PERU PHILIPPINES RWANDA SIERRA LEONE SOMALIA SOUTH AFRICA SOUTH SUDAN SRI LANKA TANZANIA THAILAND TOGO TURKEY UGANDA UNITED KINGDOM WEST BANK GAZA YEMEN Family or business relationships FORM 990, PART VI, LINE 2 BRUCE C. TULLY & RICHARD A. MARIN - BUSINESS RELATIONSHIP SIGNIFICANT DIVERSION OF ORGANIZATION ASSETS FORM 990, PART VI, LINE 5 CARE discovered what appeared to be financial anomalies in one of its Africa country offices in September, 2015. CARE immediately formed an investigation team to look deeply into the concerns. The investigation was fully supported by management and legal counsel to ensure it was handled consistent with CAREs high standards. Over the course of a detailed investigation, CARE discovered a series of fraudulent payments occurring over a number of years that had remained undiscovered due to active concealment and certain internal control weaknesses that have since been corrected. Those areas that have been strengthened include greater controls over checks and wire transfer forms, timely bank reconciliations, strengthened financial system account maintenance, and more rigorous transaction review and approvals. The staff person suspected of being responsible was immediately suspended, and later fired, arrested and jailed, and others determined to have knowledge of suspicious activities were terminated. In total, extensive analysis resulted in a determination of losses to fraud in the amount of approximately $468,000. Impacted restricted donors were advised and fraudulent expenditures refunded; those costs that could not conclusively be determined as fraud were also refunded. CARE is deeply committed to its core values of Transformation, Integrity, Diversity, Equality and Excellence, and places donor trust as among its highest imperatives the lessons learned from this episode has informed comprehensive internal control improvements and management practices. DESCRIPTION OF CLASSES OF PERSONS AND THE NATURE OF THEIR RIGHTS FORM 990, PART VI, LINE 7A AT EACH ANNUAL MEETING OF THE BOARD OF DIRECTORS, THE BOARD WILL ELECT DIRECTORS. |
| DESCRIBE THE PROCESS USED BY MANAGEMENT &/OR GOVERNING BODY TO REVIEW 990 | FORM 990, PART VI, LINE 11B CARE'S AUDIT & RISK MANAGEMENT COMMITTEE, OF THE BOARD OF DIRECTORS, MEETS TO REVIEW THE 990 WITH MANAGEMENT PRIOR TO FILING WITH THE IRS. THE 990 IS CIRCULATED TO THE FULL BOARD OF DIRECTORS ELECTRONICALLY. THEY ARE REQUESTED TO REVIEW THE DOCUMENT AND RESPOND WITH ANY QUESTIONS OR COMMENTS WITHIN A SPECIFIED TIMEFRAME PRIOR TO FILING WITH THE IRS. |
| DESCRIPTION OF PROCESS TO MONITOR TRANSACTIONS FOR CONFLICTS OF INTEREST | Form 990, Part VI, Line 12C THE BOARD OF DIRECTORS REVIEWS AND APPROVES A CONFLICT OF INTEREST POLICY EACH YEAR AND ATTESTS THAT THEY UNDERSTAND IT AND HAVE PROVIDED INFORMATION ON ANY POTENTIAL CONFLICTS. MEMBERS ARE OBLIGATED TO DISCLOSE ALL POTENTIAL AND ACTUAL CONFLICTS OF INTEREST TO THE NOMINATING & GOVERNANCE COMMITTEE CHAIR, AND REMOVE THEMSELVES FROM DISCUSSIONS AND VOTING ON ANY RELATED MATTER. IN ADDITION, THE BOARD AND KEY EMPLOYEES COMPLETE A DISCLOSURE/CONFLICT OF INTEREST FORM EACH YEAR REGARDING RELATED PARTY TRANSACTIONS AND CONFLICTS OF INTEREST. ALL CARE STAFF ARE INFORMED OF THE CONFLICTS OF INTEREST POLICY WHEN HIRED. MONITORING AND AVOIDING CONFLICT OF INTEREST IS ALSO PART OF OUR SUB-AGREEMENT AND PROCUREMENT POLICIES AND PROCEDURES. APPROPRIATE ACTION IS TAKEN WHEN A CONFLICT OF INTEREST IS IDENTIFIED, WHICH CAN BE UP TO AND INCLUDING TERMINATION. |
| PROCESS FOR DETERMINING COMPENSATION | FORM 990, PART VI, LINE 15 THE BOARD OF DIRECTORS REVIEWS PERFORMANCE AND SETS THE COMPENSATION OF THE CHIEF EXECUTIVE OFFICER. ALSO, CARE UNDERTAKES PERIODIC THIRD-PARTY COMPARATIVE STUDIES OF ITS COMPENSATION AND COMPENSATION POLICIES FOR EXECUTIVES AND KEY EMPLOYEES. THE OVERALL COMPENSATION STRUCTURE OF SENIOR STAFF IS OVERSEEN BY THE TALENT COMMITTEE (PART OF OUR BOARD OF DIRECTORS). SENIOR STAFF'S COMPENSATION IS REVIEWED PERIODICALLY BY THE TALENT COMMITTEE. A COMPARATIVE STUDY IS BEING DONE AND WILL BE SHARED WITH THE BOARD IN 2017. THE COMPENSATION COMMITTEE DOCUMENTS ITS MEETINGS VIA MINUTES. FOR ALL SENIOR STAFF, DECISIONS AROUND COMPENSATION ARE DOCUMENTED IN OUR INTERNAL RECORDS. Process for making documents available to the public FORM 990, PART VI, QUESTION 19 AUDITED FINANCIAL STATEMENTS ARE POSTED ON CARE'S WEB SITE. OTHER DOCUMENTS ARE AVAILABLE UPON REQUEST. COMPENSATION FOR FORMER, HELENE GAYLE PART VII, SECTION A, #40 HELENE GAYLE, REPORTED AS A FORMER, LEFT THE ORGANIZATION IN FISCAL YEAR 2015 (ENDING JUNE 30, 2015), SO WORKED 0 HOURS IN FISCAL YEAR 2016. SHE WAS COMPENSATED IN CALENDAR YEAR 2015, SO IS THEREFORE INCLUDED IN THE FISCAL YEAR 2016 990. |
| OTHER CHANGES IN NET ASSETS OR FUND BALANCES | FORM 990, PART XI LINE 9, -10,876,656 -9,743,129, DECREASE IN VALUE OF TRUST HELD BY THIRD PARTIES -590,000, CHANGE IN SUBSIDIARY NET ASSETS BALANCE -493,232, ACTUARIAL LOSS ON ANNUITY OBLIGATIONS -22,857, ACTUARIAL LOSS ON SPLIT INTEREST AGREEMENTS -27,438, MISCELLANEOUS |
| NUMBER OF INDIVIDUALS EMPLOYED | PART I, LINE 5 IN THE SUMMARY IN PART I ON LINE 5, THE TOTAL NUMBER OF STAFF LISTED IS COMPRISED OF THE US AND INTERNATIONAL STAFF ON THE US PAYROLL AND RECONCILES TO THE FORM W-3 TRANSMITTAL OF WAGE AND TAX STATEMENTS. THE SALARY EXPENSE REPRESENTED ON LINE 15 REPRESENTS THE TOTAL COMPENSATION EXPENSE FOR CARES GLOBAL WORKFORCE, WHICH INCLUDES STAFF PAID IN LOCAL PAYROLLS IN CARES COUNTRY OFFICES. |
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