Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for the latest information.
| (i) Name of supported organization | (ii) EIN | (iii) Type of organization (described on lines 1- 10 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 |
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Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 7,077,552 | 5,409,537 | 7,599,981 | 7,880,921 | 8,117,397 | 36,085,388 |
| 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 | 7,077,552 | 5,409,537 | 7,599,981 | 7,880,921 | 8,117,397 | 36,085,388 |
| 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).. | 3,806,845 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 32,278,543 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 7,077,552 | 5,409,537 | 7,599,981 | 7,880,921 | 8,117,397 | 36,085,388 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 79,192 | 87,712 | 153,441 | 85,409 | 87,607 | 493,361 |
| 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.).. | 99,111 | 77,994 | 85,302 | 20,308 | 11,789 | 294,504 |
| 11 | Total support. Add lines 7 through 10 | 36,873,253 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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) 2014 | (b) 2015 | (c) 2016 | (d) 2017 | (e) 2018 | (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 | ||||
| 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 2018 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-2018 |
(iii) Distributable Amount for 2018 |
|
|---|---|---|---|---|
|
1
Distributable amount for 2018 from Section C, line 6 |
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|
2
Underdistributions, if any, for years prior to 2018 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2018: | ||||
| a From 2013....... | ||||
| b From 2014....... | ||||
| c From 2015....... | ||||
| d From 2016....... | ||||
| e From 2017....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2018 distributable amount | ||||
|
i
Carryover from 2013 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2018 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2018 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2018, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
6
Remaining underdistributions for 2018. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
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|
7 Excess distributions carryover to 2019. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2014...... | ||||
| b Excess from 2015..... | ||||
| c Excess from 2016..... | ||||
| d Excess from 2017..... | ||||
| e Excess from 2018..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
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| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| GENERAL INFORMATION | ORGANIZATION'S MISSION (CONTINUED) FORM 990, PART III, LINE 1 OUR MISSION IS TO CREATE ACCESS TO EDUCATION, HEALTHCARE, AND ECONOMIC OPPORTUNITIES IN DEVELOPING REGIONS OF THE WORLD WHERE DISTANCE IS A CHALLENGE. WE ENVISION A WORLD WHERE DISTANCE IS NO LONGER A BARRIER TO INDEPENDENCE AND LIVELIHOOD. WORLD BICYCLE RELIEF (WBR) MOBILIZES PEOPLE THROUGH "THE POWER OF BICYCLES." OUR MISSION IS TO IMPROVE ACCESS TO HEALTH SERVICES, EDUCATION, AND ECONOMIC OPPORTUNITIES IN DEVELOPING REGIONS OF THE WORLD WHERE DISTANCE IS A CHALLENGE. WE BUILD AND DISTRIBUTE A RUGGED, SPECIALLY-DESIGNED, LOCALLY-ASSEMBLED BICYCLE TO HEALTH WORKERS, STUDENTS, HOUSEHOLDS, AND ENTREPRENEURS. SINCE 2006, WE HAVE DISTRIBUTED OVER 447,000 BICYCLES TO INDIVIDUALS IN 19 COUNTRIES. OUR PROGRAMS AND SOCIAL ENTERPRISE HAVE CONTRIBUTED TO COMMUNITY HEALTH WORKERS EXPANDING PATIENT VISITS BY 45%, STUDENTS IMPROVING SCHOOL PASS RATES BY 36%, AND DAIRY FARMERS INCREASING INCOMES BY 23%. WE KNOW A BICYCLE CAN'T STAND ALONE, SO WE SUPPORT OUR END-USERS BY ESTABLISHING MARKET-BASED BICYCLE VALUE CHAINS, COMMUNITY-LED PROGRAMMING, AND CONTINUOUS MONITORING, EVALUATION, AND LEARNING. END-USERS HAVE ACCESS TO COMMUNITY-BASED FIELD MECHANICS FOR MAINTENANCE SERVICES AND SPARE PARTS, WHILE OUR PROGRAMS ARE BUTTRESSED BY WBR-SUPPORTED COMMUNITY SUPERVISORY COMMITTEES THAT ASSIST WITH PROGRAM OVERSIGHT, MANAGEMENT, AND MONITORING. EDUCATION: 23,346 BICYCLES WERE PROVIDED TO STUDENTS, TEACHERS AND SCHOOL VOLUNTEERS TO INCREASE ACCESS TO EDUCATION AND REDUCE TRAVEL TIME WITH A GOAL TO IMPROVE EDUCATIONAL OUTCOMES. HEALTHCARE: 14,406 BICYCLES WERE PROVIDED TO HEALTHCARE WORKERS TO REDUCE TRAVEL TIME, REACH MORE PATIENTS AND SPEND MORE TIME CARING FOR EACH PATIENT - RESULTING IN HIGHER QUALITY CARE AND HEALTHIER COMMUNITIES. ECONOMIC DEVELOPMENT: 17,144 BICYCLES WERE SOLD TO ENTREPRENEURS, WHO USED THE BIKES TO INCREASE THEIR CAPACITY, EARN MORE INCOME AND IMPROVE THE QUALITY OF LIFE FOR THEIR FAMILIES. OVER THE LAST 13 YEARS (THROUGH 2018), WBR HAS DEPLOYED MORE THAN 447,000 BICYCLES IN 20 COUNTRIES, CHANGING 2,235,000 LIVES. (BASED ON AVERAGE FAMILY SIZE IN OUR PROGRAM COUNTRIES, ONE BICYCLE IS CHANGING THE LIVES OF FIVE PEOPLE.) HOW WE DO IT WITH THE EXPERIENCE AND EXPERTISE GAINED OVER THE LAST 13 YEARS DESIGNING AND DELIVERING BUFFALO BICYCLES, WBR HAS DEVELOPED AN EFFICIENT, INNOVATIVE AND SCALABLE MODEL TO SUCCESSFULLY ADDRESS THE GREAT NEED FOR RELIABLE, AFFORDABLE TRANSPORTATION IN RURAL AREAS OF DEVELOPING COUNTRIES. WE ARE RESULTS-DRIVEN, MONITORING AND EVALUATING OUR PROGRAMS TO ENSURE WE MEET THE END-USER'S NEEDS. WE COMBINE PHILANTHROPIC DISTRIBUTIONS WITH SOCIAL ENTERPRISE SALES TO ACHIEVE GREATER IMPACT. WE ARE COLLABORATIVE, WORKING WITH PARTNERS WHO HELP US DESIGN AND IMPLEMENT BETTER PROGRAMS. OUR SUPPLY CHAIN IS BUILT TO BE SUSTAINABLE, SCALABLE AND NIMBLE, WHILE OUR BUFFALO BICYCLES ARE DESIGNED AND MANUFACTURED TO BE STRONG, DURABLE AND AFFORDABLE. AND OUR LOCAL ASSEMBLY AND FIELD MECHANIC TRAINING CREATES TRANSPORTATION INFRASTRUCTURE IN THE COUNTRIES WHERE WE WORK. THROUGH THIS MODEL, WE ARE HELPING INDIVIDUALS OVERCOME TRANSPORTATION BARRIERS TO EDUCATION, HEALTHCARE AND ECONOMIC DEVELOPMENT, AND BUILD BETTER LIVES. EDUCATION WBR'S BICYCLES FOR EDUCATIONAL EMPOWERMENT PROGRAM (BEEP), WHICH LAUNCHED IN ZAMBIA IN 2009, HELPS IMPROVE ACCESS TO BASIC EDUCATION BY PROVIDING BUFFALO BICYCLES TO STUDENTS, TEACHERS AND SCHOOL VOLUNTEERS IN RURAL AREAS OF DEVELOPING COUNTRIES. BICYCLE RECIPIENTS ARE SELECTED BASED ON DISTANCE TRAVELED AND VULNERABILITY CRITERIA ESTABLISHED BY COMMUNITY MEMBERS WHO OVERSEE THE PROGRAM. STUDENTS SIGN A STUDY-TO-OWN CONTRACT, AGREEING TO ATTEND CLASSES REGULARLY. WHEN THEY'RE NOT RIDING THE BUFFALO BICYCLE TO SCHOOL, IT'S AVAILABLE TO CARRY GOODS TO MARKET, VISIT THE HEALTHCARE CLINIC AND ACCESS WATER. THIS EMPOWERS THE HOUSEHOLD WITH A TOOL FOR DEVELOPMENT, LEADING TO INCREASED ECONOMIC OPPORTUNITY IN COMMUNITIES. TO DATE, WBR HAS DISTRIBUTED OVER 170,000 BICYCLES FOR EDUCATION, INCLUDING MORE THAN 23,000 IN 2018. A RECENT STUDY SHOWS THAT STUDENTS IN ZAMBIA WITH BUFFALO BICYCLES INCREASED THEIR ATTENDANCE BY UP TO 28% AND THEIR ACADEMIC PERFORMANCE BY UP TO 59%. HEALTHCARE ACCORDING TO THE WORLD BANK, MORE THAN ONE BILLION PEOPLE LIVING IN RURAL AREAS LACK ACCESS TO ALL-SEASON ROADS, OR AFFORDABLE PUBLIC OR PRIVATE TRANSPORTATION OPTIONS. IN THESE COMMUNITIES, DISTANCE AND LACK OF MOBILITY HINDER COMMUNITY HEALTH WORKER OUTREACH, CONSTRAIN PATIENT-VISIT DURATION, AND DAMPEN HEALTH WORKER RETENTION. WITH LONG DISTANCES SEPARATING MANY HOUSEHOLDS FROM HEALTH CENTERS, FAMILIES HAVE LIMITED CAPACITY TO SEEK HEALTH SERVICES. THE RESULTS ARE STRIKING. FOR EXAMPLE, MORE THAN 50% OF WOMEN LIVING IN RURAL AREAS OF ZAMBIA, VERSUS 10% IN URBAN AREAS, CITED DISTANCE TO A HEALTH FACILITY AS ONE OF HER GREATEST CHALLENGES IN SEEKING MEDICAL CARE. IN RURAL AREAS OF ZIMBABWE, UNDER-FIVE MORTALITY RATES ARE 50% HIGHER THAN IN URBAN AREAS. AND WOMEN IN RURAL COMMUNITIES OF INDONESIA ARE FIVE TIMES LESS LIKELY TO RECEIVE ANTENATAL CARE COMPARED TO THEIR URBAN COUNTERPARTS. OUR RESPONSE TO ADDRESS THESE CHALLENGES, WORLD BICYCLE RELIEF (WBR) ESTABLISHED THE WHEELS FOR INTEGRATED AND SUSTAINABLE HEALTH (WISH) PROGRAM, SUPPORTED USAID AND PEPFAR FUNDED ACTIVITIES, AND PARTNERED WITH LOCAL AND INTERNATIONAL ORGANIZATIONS TO PROVIDE MORE THAN 179,000 BICYCLES TO COMMUNITY HEALTH WORKERS IN KENYA, MALAWI, ZAMBIA, GHANA, AND ZIMBABWE. BY TRAINING COMMUNITY-BASED MECHANICS AND ESTABLISHING COMMUNITY OVERSIGHT THROUGH LOCAL BICYCLE SUPERVISORY COMMITEES, WBR ENSURES HEALTH WORKERS RECEIVING BICYCLES HAVE SUSTAINABLE ACCESS TO CRITICAL PREVENTATIVE MAINENANCE, REPAIR SERVICES, SPARE PARTS, AND COMMUNITY-LED SUPPORT. THE RESULTS HAVE BEEN PROFOUND. -WITH A BICYCLE, HEALTH WORKERS TRAVEL FOUR TIMES FURTHER AND INCREASE AVERAGE MONTHLY PATIENT VISITS BY 45%, ON AVERAGE; -WITH A TWO-YEAR WORK-TO-OWN INCENTIVE AGREEMENT FOR A BICYCLE, HEALTH WORKER RETENTION RATES EXCEEDED 98%; AND -PATIENT REFERALS TO HEALTH SERVICES INCREASED UP TO 50%. YET THESE RESULTS DO NOT PAINT A COMPLETE PICTURE. QUALITATIVE FEEDBACK FROM HEALTH SUPERVISORS AND HEALTH WORKERS EMPAHSIZE THAT TIME SPENT WITH EACH PATIENT INCREASES, AS DOES THE QUALITY OF CARE. SIMILARLY, SUPERVISORS REPORT THAT COMMUNITY HEALTH WORKERS WITH BICYCLES ARE MORE MOTIVATED THAN WORKERS THAT DID NOT RECEIVE BICYCLES. AND A RECENT STUDY OF WBR PROGRAMMING SUGGESTED THAT HEALTH WORKERS THAT OWNED A BICYCLE ENJOYED ENHANCED SOCIAL STATUS, PARTICULARLY FOR THOSE WORKERS WHO WERE WOMEN AND HOMEMAKERS. AND HEALTH WORKERS REPORT INCREASED INCOMES BY UTILIZING THE BICYCLE DURING NON-WORK/VOLUNTEER HOURS FOR LIVELIHOOD ACTIVITIES. ILLUSTRATIVE PROJECT EXPERIENCE AND PARTNERSHIPS: MALAWI - WBR IS COLLABORATING WITH CONSORTIUM PARTNERS AND THE MINISTRY OF HEALTH TO IMPLEMENT OUR FLAGSHIP WISH PROGRAM ACROSS 10 DISTRICTS IN MALAWI, EXPANDING HEALTH SERVICE DELIVERY AT THE COMMUNITY-LEVEL. ZAMBIA - IN SUPPORT OF THE MALARIA CONTROL AND ELIMINATION PARTNERSHIP IN AFRICA, WBR IS PROVIDING BUFFALO BICYCLES TO INCREASE DIAGNOSES AND TIMELY TREATMENT OF MALARIA, AS WELL AS THE DISTRIBUTION OF INSECTICIDE TREATED NETS. KENYA - TO PROMOTE TUBERCULOSIS (TB) SCREENING, INCREASE PATIENT REFERRALS TO HEALTH FACILITIES, ENGAGE TB PATIENTS WITH INTERRUPTED TREATMENT REGIMENS, AND PROVIDE HOME-BASED CARE TO TB PATIENTS, WBR IS PARTNERING WITH PATH TO OFFER RELIABLE BICYCLE MOBILITY FOR TB HEALTH SERVICE PROVIDERS. ECONOMIC DEVELOPMENT IN AREAS OF THE DEVELOPING WORLD WHERE WALKING IS THE PRIMARY MODE OF TRANSPORTATION, DISTANCE IS A CHALLENGE TO EARNING A LIVELIHOOD. APPROXIMATELY 51% OF BUFFALO BICYCLES DISTRIBUTED IN 2018 WERE SOCIAL ENTERPRISE SALES TO ENTREPRENEURS -- LEADING TO INCREASED MARKET ACCESS AND PRODUCTIVITY, AS WELL AS IMPROVED LIVELIHOOD FOR THEIR FAMILIES AND COMMUNITIES. IN 2015, A RESEARCH CASE STUDY WAS CONDUCTED ON THE PALABANA DAIRY COOPERATIVE, WHICH BEGAN PURCHASING BUFFALO BICYCLES IN 2011 AND HAS PURCHASED 281 BICYCLES TO DATE. THROUGH THE RESEARCH, WE FOUND THAT FARMERS USING THE BUFFALO BICYCLE MADE UP TO 25% MORE DELIVERIES PER MONTH, DELIVERED 23% MORE MILK, INCREASED THEIR MONTHLY INCOME BY 23%, AND REDUCED TRAVEL TIME TO THE COOPERATIVE BY 45%. IN ADDITION, 95% OF FARMERS SURVEYED CITED USING THE BUFFALO BICYCLE TO BETTER THEIR LIVES. |
| Maintenance | EVEN THE MOST ROBUST BICYCLE NEEDS REGULAR MAINTENANCE AND OCCASIONAL SPARE PARTS TO KEEP IT ROLLING OVER RUGGED TERRAIN. IT'S IMPORTANT THAT BICYCLE OWNERS HAVE ACCESS TO LOCAL, QUALIFIED REPAIR SERVICE THEY CAN COUNT ON. TO THIS END, WBR OPERATES A FIELD MECHANIC TRAINING PROGRAM. TRAINING CONSISTS OF A THREE- TO FIVE-DAY SESSION FOCUSING ON BUSINESS SKILLS AND THE PROPER ASSEMBLY, MAINTENANCE AND REPAIR OF THE BIKE. FIELD MECHANICS ENTER INTO A SERVICE-TO-OWN CONTRACT WHEREBY THEY PLEDGE TO PROVIDE REPAIR SUPPORT TO THE BICYCLES FOR EDUCATIONAL EMPOWERMENT PROGRAM (BEEP) OR OTHER INITIATIVES FOR AN AGREED PERIOD OF TIME. EACH SUCCESSFULLY TRAINED MECHANIC RECEIVES A BICYCLE, A SET OF HIGH QUALITY BICYCLE TOOLS, A UNIFORM AND MARKETING MATERIALS. TO DATE, 2,201 BICYCLE MECHANICS HAVE BENEFITED FROM TRAINING AND EMPLOYMENT, WHILE CONTRIBUTING TO THE ECONOMIC INFRASTRUCTURE OF THEIR VILLAGES. Program Services (Continued) Philanthropic Bicycle Distribution FORM 990 PART III, 4A Through 2018, WBR has distributed 208,480 bicycles through philanthropic distributions into the following programs: Bicycles for Educational Empowerment Program (BEEP) WBRs Bicycles for Educational Empowerment Program (BEEP) helps improve access to basic education by providing Buffalo Bicycles to students, teachers and community volunteers in rural areas of developing countries. Over the past 10 years, WBR has successfully implemented BEEP with more than 187,000 bicycles in 13 countries. In 2018, 19,294 students in 5 countries received Buffalo Bicycles through this program. Central to BEEP is the improvement of educational outcomes for girls, with 70% of BEEP bicycles allocated to female recipients. In line with our mission to advance outcomes through impact measurement, we work in close partnership with Ministries of Education, schools and communities to continually adjust program implementation, bicycle monitoring and community capacity. Examples of program evolution include improved community training, preventative bicycle maintenance programs, termly coordination meetings of Bicycle Supervisory Committees (BSCs) and improved field mechanic education and integration. Through ongoing program innovation, students can take full advantage of their education. In 2016, a needs assessment indicating a high level of absenteeism helped identify the Namwala district of Zambia as a candidate for BEEP. The resulting program, which distributed 2,408 Buffalo Bicycles across 15 schools in Namwala, took place from 2016-2018. To study the program in schools over time, we sampled attendance and performance data from beneficiaries and non-beneficiaries across 10 schools. After two years of program implementation, the schools that we studied reported the following improvements: -Reduced Travel Time: Students reduced their travel time from 80 to 55 minutes, a 31% decrease. -Increased Punctuality: Students with bicycles arrived late to school on six occasions, compared with 12 days, a 50% reduction. -Improved Sense of Safety: There was an 81% increase in students reporting they feel safer traveling to school. -Multiplier Effect: 75% of the beneficiaries said that they always carry someone on their bicycle when riding to school. Churches Health Alliance Zambia (CHAZ) For millions living in rural areas of developing countries, an army of volunteer caregivers provide a vital lifeline to quality healthcare and support. Providing a last-mile transportation solution for healthcare is a key focus for World Bicycle Relief. With a quality Buffalo Bicycle, caregivers can see more patients, spend more time at their homes, deliver more goods and even provide transportation to the clinic. Besides being a critical work tool, a Buffalo Bicycle is a valuable incentive for caregivers to continue to volunteer, producing a greater continuity of care and healthier communities. Churches Health Alliance Zambia (CHAZ) is an interdenominational umbrella organization for coordinating health services in Zambia. CHAZ has been a principal recipient of funding from the Global Fund a partnership between governments, civil society and the private sector to accelerate the end of HIV/AIDS, tuberculosis and malaria as epidemics. In 2018, WBR partnered with CHAZ to provide more than 8,000 Buffalo Bicycles to help in the fight against HIV/AIDS and malaria, and to improve access to infant vaccination. Of the 8,737 bicycles, World Bicycle Relief philanthropically funded 1,148 bicycles, with CHAZ purchasing 7,589 bicycles through the social enterprise program. The institutions benefitting from the bicycles include 34 hospitals, 77 rural health clinics, and 31 community-based organizations throughout Zambia. In 2019, WBR is working with CHAZ and its partners to measure the impact of this program. Village Enterprise Reliable transportation is vital for anyone running a business or seeking a livelihood. When entrepreneurs earn more money, their families have improved access to education, clean drinking water, nutritious food and quality healthcare. Village Enterprise, a Kenyan community-based entrepreneurship program, strives to empower rural African women through training, mentoring and investments to help them build micro-businesses of their own. Each business group, made up of three women, is involved in a venture that requires transportation to purchase and sell goods within a 20 km radius, such as livestock or produce. On average, the groups spend $22 per month on motorcycle taxis to fulfill their transportation needs. In 2018, WBR launched a pilot in Migori County, Kenya, to contribute one Buffalo Bicycle to each of 145 Village Enterprise business groups. WBR hypothesized that bicycles would save each group the majority of their transportation costs, allowing them to run their businesses more profitably, conveniently and sustainably. Using existing program framework to ensure the success of this pilot, WBR included mechanics training, support through the creation of a Bicycle Supervisory Committee, and spare parts kits for repairs. To bring this pilot full circle, one year after its launch, WBR will evaluate the impact of Buffalo Bicycles on the Village Enterprise program model by measuring the cost of transport, business profitability and functionality of access to spare parts and mechanics. Program Services (Continued) Form 990 Part III, Line 4B Social Enterprise In an effort to create efficiencies in resources, a portion of time and resources from certain members of the leadership team are allocated to the running of Buffalo Bicycles. In doing so, WBR and Buffalo Bicycles maintain an aligned focus on the mission of the organization - to provide reliable, affordable transportation in developing countries. Program Services (Continued) Form 990 Part III, Line 4C Product Development Thats why WBRs product development team constantly works to improve the bicycle and its spare parts: To help ensure the sustainability and advancement of all programs that use the Buffalo Bicycle. WBRs guiding principle of All answers are found in the field means that design decisions are framed by the landscape of locally available spare parts, tools and repair expertise, as well as cultural considerations about how bikes are likely to be used and maintained. This often results in using unconventional components on the bikes. The coaster brake, for example, slows the rear wheel through a back-pedaling action. This seemingly antiquated design, now typically found only on childrens bikes, requires no cables to operate. This may be a trivial consideration in the United States, where brake cables are easy to find. But as they are not commonly available in the countries in which WBR operates, the advantage of a cable-free brake is significant. WBRs product development team aims to be considerate of the realities of where our bikes are used. However, WBR also feels it has a responsibility to improve the experience of owning and using a bicycle. Where the available spare parts are inadequate, WBR seeks to make better parts available. Where availability is limited, WBR seeks to improve distribution and access through its network of trained mechanics and growing network of local shops. The design of the bicycle is dynamic. The process is ongoing. As the organization grows, and annual volumes increase, WBR revisits earlier design decisions to continuously refine the bicycle. Program Services (Continued) FORM 990 PART III, LINE 4D MONITORING AND EVALUATION WORLD BICYCLE RELIEF IS CONSISTENTLY MEASURING THE IMPACT OF THE BICYCLE IN WBR AND NON WBR RUN PROGRAMS. LEARNING FROM MISTAKES AND ENHANCING STRENGTHS ENSURES WBR IS PROVIDING THE BEST SOLUTION POSSIBLE TO MOBILITY. |
| GOVERNING BODY COMMITTEES | FORM 990, PART VI, LINE 1A THE BOARD OF DIRECTORS SHALL HAVE POWER TO APPOINT COMMITTEES FOR THE PURPOSE OF CONDUCTING CERTAIN ASPECTS OF THE CORPORATE BUSINESS NOT OTHERWISE DELEGATED. COMMITTEES MAY NOT ACT ON BEHALF OF THE CORPORATION UNLESS SUCH AUTHORITY IS SPECIFICALLY DELEGATED TO THE COMMITTEE, AND IF SUCH CORPORATE AUTHORITY IS SO DELEGATED, IT SHALL BE VALID ONLY AS TO A SINGLE ISSUE AND NOT IN GENERAL TERMS. THE BOARD OF DIRECTORS MAY FROM TIME TO TIME APPOINT ADVISORY BOARDS OR SPECIAL COUNCILS FOR SPECIFIC PURPOSES THAT DO NOT REQUIRE CORPORATE ACTION. THE COMPOSITION OF SUCH ADVISORY GROUPS MAY INCLUDE PERSONS WITH PROFESSIONAL SKILLS OR SPECIAL EXPERIENCE NECESSARY TO ADVISE AND INFORM THE BOARD OF DIRECTORS. SUCH ADVISORY GROUPS SHALL NOT HAVE THE AUTHORITY TO COMMIT THE CORPORATION TO ANY LEGAL CONTRACTS OR AGREEMENTS WHETHER OR NOT RELATED TO THE BUSINESS OF THE CORPORATION. THE BOARD OF DIRECTORS SHALL NOT LEND APPARENT AUTHORITY TO SUCH ADVISORY GROUPS AND ALL RELATED CORPORATE RESOLUTIONS SHALL EXPRESSLY LIMIT THE GROUPS' AUTHORITY IN THIS RESPECT. |
| BUSINESS AND FAMILY RELATIONSHIPS | FORM 990, PART VI, LINE 2 BOARD MEMBERS STANLEY DAY AND CHAIRMAN FREDERICK K.W. DAY HAVE A FAMILY RELATIONSHIP. MICHAEL HERR, BRIAN BENZER, STANLEY DAY, AND FREDERICK K.W. DAY HAVE A BUSINESS RELATIONSHIP. |
| FORM 990 REVIEW PROCESS | FORM 990, PART VI, LINE 11B THE CFO AND TREASURER REVIEWED A DRAFT OF THE FORM 990 THAT WAS PREPARED BY A THIRD PARTY TAX PREPARER, GRANT THORNTON, BASED UPON INFORMATION WBR PROVIDED THE PREPARER. SUBSEQUENT TO THEIR REVIEW, MANAGEMENT AND THE FULL VOTING BOARD RECEIVED A COPY OF THE DRAFT RETURN ELECTRONICALLY. THE BOARD PROVIDED ANY QUESTIONS OR COMMENTS TO THE CEO AND TREASURER AND THE FORM 990 WAS REVISED, AS NECESSARY. THE FULL VOTING BOARD OF DIRECTORS RECEIVED A COPY OF THE FORM 990 PRIOR TO FILING WITH THE IRS. |
| CONFLICT OF INTEREST POLICY MONITORING & ENFORCEMENT | FORM 990, PART VI, LINE 12C THE RESPONSIBILITY FOR DISCLOSING ANY KNOWN OR REASONABLY FORESEEN ACTUAL OR POTENTIAL CONFLICTS OF INTEREST SHALL BE UPON THE INTERESTED PARTY WHOSE INTERESTS ARE OR MAY APPEAR TO BE IN CONFLICT. ALL INTERESTED PARTIES ARE REQUIRED TO FILE A DISCLOSURE STATEMENT WITH WBR PRIOR TO SUCH INDIVIDUAL COMMENCING HIS OR HER SERVICE WITH WBR AND THEREAFTER SHALL FILE WITH WBR AN UPDATED DISCLOSURE STATEMENT AS MAY BE REQUIRED FROM TIME TO TIME BY THE BOARD OF DIRECTORS OR ITS COMMITTEE DESIGNEE, AND IN NO EVENT LESS OFTEN THAN ANNUALLY. THE MINUTES SHALL REFLECT THAT THE CONFLICT OF INTEREST WAS DISCLOSED AND THE INTERESTED PERSON WAS NOT PRESENT DURING ANY DISCUSSION OF THE MATTER AND DID NOT VOTE ON THE MATTER IN PERSON OR BY PROXY. WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS OR ANY COMMITTEE OF THE BOARD, THE INTERESTED PERSON SHALL DISCLOSE SUCH CONFLICT TO THE BOARD OF DIRECTORS OR SUCH COMMITTEE; AND SHALL NOT VOTE ON THE MATTER. FURTHER, THE INTERESTED PERSON HAVING A CONFLICT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD OR THE COMMITTEE IS MEETING AND SHALL NOT PARTICIPATE IN ANY DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. WHEN THERE IS A DOUBT AS TO WHETHER A CONFLICT OF INTEREST EXISTS, THE MATTER SHALL BE RESOLVED BY A VOTE OF THE BOARD OF DIRECTORS OR THE COMMITTEE, AS THE CASE MAY BE, EXCLUDING THE INTERESTED PERSON CONCERNING WHOM THE DOUBT HAS ARISEN. THE BOARD OF DIRECTORS, FROM TIME TO TIME, SHALL REPORT ON ITS IMPLEMENTATION OF THESE GUIDELINES AND THE STATUS OF ANY POLICY DEVELOPMENTS REGARDING COMPENSATION AND CONFLICTS OF INTEREST. FURTHER, THE BOARD OF DIRECTORS SHALL REPORT AFTER HAVING BEEN ALERTED TO SPECIFIC INSTANCES WHEN THESE GUIDELINES HAVE NOT BEEN FOLLOWED OR ANY OTHER ISSUE REGARDING COMPENSATION OR CONFLICT OF INTEREST IS DETERMINED TO EXIST. |
| COMPENSATION REVIEW | FORM 990, PART VI, LINE 15A WBR ESTABLISHES A REBUTTABLE PRESUMPTION THAT THE COMPENSATION PAID TO THE CEO AND OTHER EXECUTIVES IS REASONABLE. WBR ESTABLISHES A POSITION BY COMPARING THE COMPENSATION OF ITS CEO AND OTHER EXECUTIVES AGAINST 10 SIMILAR SIZE NONPROFITS IN WBR'S PEER GROUP AND THIRD-PARTY MARKET DATA PROVIDED BY GRANT THORNTON. THE DATA USED FOR THE COMPARISON IS TAKEN FROM THE 990, ANNUAL REPORT AND AUDITED FINANCIAL STATEMENTS FROM THE 10 NONPROFITS AND THIRD-PARTY DATA BASES ACCESSED BY GRANT THORNTON. THE FINAL ANALYSIS IS PRESENTED TO THE BOARD OF DIRECTORS OF WBR AND SALARIES ARE APPROVED YEARLY AT THE FEBRUARY BOARD MEETING. |
| COMPENSATION REVIEW BY INDEPENDENT PERSONS | FORM 990, PART VI, LINE 15B COMPENSATION IS ESTABLISHED FOR THE CEO AND TREASURER BY THE BOARD AFTER A THOROUGH SALARY/MARKET REVIEW BY A THIRD PARTY. THIS SALARY/MARKET REVIEW PROCESS WAS COMPLETED IN 2018 BY GRANT THORNTON. EACH YEAR THE BOARD EVALUATES THE CEO AND TREASURERS PERFORMANCE THROUGH AN ASSESSMENT PROCESS. THE BOARD USES THIS DATA TO DETERMINE COMPENSATION. THE SENIOR STAFF HAS A COMPREHENSIVE PERFORMANCE EVALUATION AND COMPENSATION REVIEW DONE AT THE END OF EACH CALENDAR YEAR. SALARY IS BENCHMARKED REGULARLY VIS-A-VIS OTHER SIMILAR ORGANIZATIONS USING FORM 990 DATA. DOCUMENTATION OF THE COMPENSATION REVIEW IS CONTEMPORANEOUSLY DOCUMENTED IN THE HUMAN RESOURCES FILES. |
| GOVERNING DOCUMENTS AVAILABLE TO PUBLIC | FORM 990, PART VI, LINE 19 THE FOLLOWING DOCUMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE AND AVAILABLE UPON REQUEST: ARTICLES OF INCORPORATION, BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS. |
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