Attach to Form 990 or Form 990-EZ.
Go to
www.irs.gov/Form990 for instructions and 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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 476,403 | 1,302,450 | 3,826,266 | 5,366,989 | 11,565,953 | 22,538,061 |
| 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 | 476,403 | 1,302,450 | 3,826,266 | 5,366,989 | 11,565,953 | 22,538,061 |
| 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).. | 8,047,183 | |||||
| 6 | Public support. Subtract line 5 from line 4. | 14,490,878 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 476,403 | 1,302,450 | 3,826,266 | 5,366,989 | 11,565,953 | 22,538,061 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 4,027 | 386 | 15,321 | 170,667 | 92,304 | 282,705 |
| 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.).. | 0 | |||||
| 11 | Total support. Add lines 7 through 10 | 22,820,766 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) 2015 | (b) 2016 | (c) 2017 | (d) 2018 | (e) 2019 | (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) |
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| 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 2019 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-2019 |
(iii) Distributable Amount for 2019 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2019 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
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| 3 Excess distributions carryover, if any, to 2019: | ||||
| a From 2014....... | ||||
| b From 2015....... | ||||
| c From 2016....... | ||||
| d From 2017....... | ||||
| e From 2018....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2019 distributable amount | ||||
|
i
Carryover from 2014 not applied (see instructions) |
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| j Remainder. Subtract lines 3g, 3h, and 3i from 3f. | ||||
| 4Distributions for 2019 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2019 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from 4. | ||||
|
5
Remaining underdistributions for years prior to 2019, 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 2019. 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 2020. Add lines 3j and 4c. |
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| 8 Breakdown of line 7: | ||||
| a Excess from 2015..... | ||||
| b Excess from 2016..... | ||||
| c Excess from 2017..... | ||||
| d Excess from 2018..... | ||||
| e Excess from 2019..... | ||||
| Facts And Circumstances Test |
|---|
| Return Reference | Explanation |
|---|---|
| UNUSUAL GRANTS | THE BILL AND MELINDA GATES FOUNDATION PROVIDED SIGNIFICANT GIFTS TO THE ORGANIZATION THAT ARE BEING TREATED AS UNUSUAL GRANTS: FISCAL YEAR 2016 - $975,000 FISCAL YEAR 2013 - $ 6,149,160 FISCAL YEAR 2012 - $ 6,949,999 |
| Software ID: | |
| Software Version: |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| CORE FORM 990 DISCLOSURES | FORM 990, PART III, LINA 4 - PROGRAMMATIC ACCOMPLISHMENTS FY 2020 activities demonstrate the ongoing capacity of Capital for Good USA (CfG) to meet donors needs to connect their funding with strong partners. The Girls First Fund closed out its learning year in July 2020 and issued new, two-year grants to 142 grantees in the Democratic Republic of the Congo, Dominican Republic, India, Nepal, Niger, and Uganda. The lessons learned in the Learning Year informed discussions in early 2020 on the funds identity, multi-year strategies, global grantmaking expansion, and MEL strategies. The Girls First Fund team continued provide mentoring and accompaniment support to grantee partners and connect them to opportunities for learning and additional funding. With these efforts, the funds goal remains central - to contribute to the growth and development of thriving, well-supported, and connected community-based organizations (CBOs) and movements, prioritizing those led by girls and women, who are working holistically to transform gender norms; build girls power, voice and choice; hold those in power to account; and, build solidarity across communities and borders. Objectives for the fund are to increase donor collaboration in the sector, radically expand resources to community-based organizations, support locally relevant and effective strategies, and contribute to the body of evidence focused on CBOs' contribution to preventing and responding to child marriage. Other donors to Capital for Good have provided funding for out of school children programs in Ethiopia and Uganda. In Ethiopia the CfG funding is directed at four grantees who are operating 87 Speed School classes and supporting 2,520 students and 2,520 mothers. 48 government primary schools are link schools which are expected to receive Speed School students after completing the 2019-2020 academic year. These link schools are being supported through capacity building activities including training, education communities of practice, and small school grants for early warning system to prevent school dropout. 92% of the CfG students successfully completed the school year and of those students, 100% placed in either class 3 or 4. Summer of 2020 saw the completion of the Speed School programs nineth year in Ethiopia. Since its launch in 2011/12, the program has evolved in many ways. The core model and methods have changed and added certain elements, aiming to sharpen qualitatively pretty much every pedagogic and other operational dimension. The programs geographic scope has expanded, beginning in just one region, the Southern Nations, Nationalities, and Peoples Region (SNNPR) and by 2016, partnering with all four of the countrys largest regions, adding Tigray in 2013/14, Oromia in 2014/15, and Amhara in 2015/16. In 2019/20 the program expanded to the nations capital, Addis Ababa. Other regions are communicating their eagerness to implement the model and the program has attracted new funding partners including interest from national and international organizations. Lastly, and perhaps most promising, both the federal and decentralized governments of Ethiopia have continued the process of adopting the Speed School model, creating the foundation for the programs sustained and scaled implementation. We envisage this process to take up to five years. During the 2019/20 Speed School year, total funding (of which Capital for Good is one of the funders) program reached 42,424 total direct beneficiaries, spread across the four key components: Speed School classes; the Self-Help Groups; the Primary School Capacity-Strengthening activity; and the Child-to-Child pre-school program. Capital for Good funding directly benefitted more than 10,000 individuals. Indicative of the significant progress in government adoption was the fact that all five regions funded and operated their own Speed School classes, called Accelerated Learning Program (ALP) classes, and that the number of ALP classes more than doubled this year from last. Speed Schools in Uganda run from February through December. In 2019/20 CfG funded 24 Speed Schools in Uganda, implemented by two partner organizations. These 24 Speed Schools supported 1,968 unique beneficiaries including Speed School learners, facilitators, SHG parents, pre-school children, ECD caregivers and trained link schoolteachers. Results for the 2019-2020 cohort are still pending due to delays associated with the Covid19 pandemic. Capital for Good will cease funding for Speed Schools in Uganda for 2020-2021 school year. CfG is the fiscal sponsor for Financing Alliance for Health (FAH). This organization aims to help governments design and fund ambitious, highly effective, affordable and at-scale health systems. This project is focusing on health systems at the community level within Africa. FAH's main in country services include system design support (overall community health plan design, developing and costing an integrated community health plan, model refinement, and targeted technical support) and financing support (resource mapping, return-on-investment analyses, financing strategy, developing alternative financing and fiscal scenarios, and advising on options). Financing Alliance for Health continued support to our 2019 countries, with remote support effected in March 2019, due to COVID. In Zimbabwe, draft versions of the final deliverables (i.e. community health strategy, health package and implementation, costings and investment case) under the Unicef PCA, have been submitted for approval. In Zambia, the final investment case is undergoing government approval. In Kenya, FAH supported drafting of the CH strategy and implementation plan development and Global Fund application. FORM 990, PART VI SECTION B, LINE 11A THE FORM 990 IS PREPARED IN CONJUNCTION WITH THE EXTERNAL AUDITORS OF THE ORGANIZATION. WHEN COMPLETE IT IS SENT ELECTRONICALLY TO THE BOARD OF DIRECTORS FOR REVIEW BEFORE IT IS FINALIZED AND FILED WITH THE IRS. FORM 990, PART VI SECTION B, LINE 12A The organization has a comprehensive conflict of interest policy that includes a definition of what conflict of interest means, processes to notify relevant parties, procedures to recuse conflicted individuals, and action needed to document the steps that were taken. Each board member is required to complete an annual conflict of interest statement. The signed statements are reviewed by the board and retained on file. signed statements are reviewed by the board and retained on file. FORM 990, PART VI SECTION C, Line 19 CAPITAL FOR GOOD USA MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990 PART IX LINE 11G | DESCRIPTION:PROGRAM MANAGEMENT SERVICES TOTAL FEES:2043846 |
| FORM 990 PART IX LINE 11G | DESCRIPTION:CONSULTING SERVICES TOTAL FEES:1116589 |
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