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 |
||||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 1 | Gifts, grants, contributions, and membership fees received. (Do not include any "unusual grant.") .. | 214,794,650 | 210,058,087 | 243,412,945 | 374,687,319 | 230,131,504 | 1,273,084,505 |
| 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 | 214,794,650 | 210,058,087 | 243,412,945 | 374,687,319 | 230,131,504 | 1,273,084,505 |
| 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).. | ||||||
| 6 | Public support. Subtract line 5 from line 4. | 1,273,084,505 | |||||
Calendar year
(or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (f) Total | |
|---|---|---|---|---|---|---|---|
| 7 | Amounts from line 4.. | 214,794,650 | 210,058,087 | 243,412,945 | 374,687,319 | 230,131,504 | 1,273,084,505 |
| 8 | Gross income from interest, dividends, payments received on securities loans, rents, royalties and income from similar sources... | 139,870 | 160,696 | 183,005 | 159,922 | 180,467 | 823,960 |
| 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.).. | 75,470 | 950,752 | 241,400 | 69,177 | 283,558 | 1,620,357 |
| 11 | Total support. Add lines 7 through 10 | 1,280,644,755 | |||||
Calendar year (or fiscal year beginning in) ![]() |
(a) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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) 2016 | (b) 2017 | (c) 2018 | (d) 2019 | (e) 2020 | (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 0.015 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 0.035 | 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 | 1 | |
|
2
Amounts paid to perform activity that directly furthers exempt purposes of supported organizations, in excess of income from activity |
2 | |
| 3 Administrative expenses paid to accomplish exempt purposes of supported organizations | 3 | |
| 4 Amounts paid to acquire exempt-use assets | 4 | |
| 5 Qualified set-aside amounts (prior IRS approval required - provide details in Part VI) | 5 | |
| 6 Other distributions (describe in Part VI). See instructions | 6 | |
| 7Total annual distributions. Add lines 1 through 6. | 7 | |
|
8
Distributions to attentive supported organizations to which the organization is responsive (provide details in Part VI). See instructions |
8 | |
| 9 Distributable amount for 2020 from Section C, line 6 | 9 | |
| 10 Line 8 amount divided by Line 9 amount | 10 | |
| Section E - Distribution Allocations (see instructions) |
(i) Excess Distributions |
(ii) Underdistributions Pre-2020 |
(iii) Distributable Amount for 2020 |
|
|---|---|---|---|---|
| 1 Distributable amount for 2020 from Section C, line 6 | ||||
|
2
Underdistributions, if any, for years prior to 2019 (reasonable cause required-- explain in Part VI). See instructions. |
||||
| 3 Excess distributions carryover, if any, to 2020: | ||||
| a From 2015....... | ||||
| b From 2016....... | ||||
| c From 2017....... | ||||
| d From 2018....... | ||||
| e From 2019....... | ||||
| fTotal of lines 3a through e | ||||
| g Applied to underdistributions of prior years | ||||
| h Applied to 2020 distributable amount | ||||
|
i
Carryover from 2015 not applied (see instructions) |
||||
| j Remainder. Subtract lines 3g, 3h, and 3i from line 3f. | ||||
| 4Distributions for 2020 from Section D, line 7: | ||||
| $ | ||||
| a Applied to underdistributions of prior years | ||||
| b Applied to 2020 distributable amount | ||||
| c Remainder. Subtract lines 4a and 4b from line 4. | ||||
|
5
Remaining underdistributions for years prior to 2020, if any. Subtract lines 3g and 4a from line 2. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
6
Remaining underdistributions for 2020. Subtract lines 3h and 4b from line 1. If the amount is greater than zero, explain in Part VI. See instructions. |
||||
|
7 Excess distributions carryover to 2021. Add lines 3j and 4c. |
||||
| 8 Breakdown of line 7: | ||||
| a Excess from 2016..... | ||||
| b Excess from 2017..... | ||||
| c Excess from 2018..... | ||||
| d Excess from 2019..... | ||||
| e Excess from 2020..... | ||||
| Facts And Circumstances Test |
|---|
| Part II Section B Line 10 OTHER INCOME INCLUDES LIST SERVICE INCOME AND MISCELLANEOUS INCOME REBATES, CREDITS, FEES, ETC. FOR YEARS 2016 TO 2020 |
| Return Reference | Explanation |
|---|
| Software ID: | 20011406 |
| Software Version: | 20.0.2.0 |
Attach to Form 990 or 990-EZ.
Go to www.irs.gov/Form990 for the latest information.
| Return Reference | Explanation |
|---|---|
| Form 990, Part III, Section 4A, Line 1 | The COVID-19 pandemic of 2020 required Orbis to shift and adapt our models for delivering clinical training for ophthalmologists, nurses, and biomedical engineers. With our signature Flying Eye Hospital FEH, a fully accredited teaching hospital housed on an MD-10 aircraft grounded, we launched the Virtual FEH Projects, powered in large part by our telemedicine platform Cybersight. These projects blend online learning modules, pre-recorded video, live online lecture with interactive QA sessions, and remote wetlab training in surgical techniques. Courses are tailored to the learning needs of our partner institutions and are offered as private courses. In 2020, we have delivered 15 courses in this way, reaching over 660 participants in 8 countries. |
| Form 990, Part III, Section 4A, Line 2 | At the country level, each Orbis country office i.e. Zambia, Ethiopia, India, Bangladesh, China, Vietnam, and Mongolia had to adjust to the changing nature of the COVID-19 pandemic while keeping personnel, partners, and beneficiaries safe. A majority of our activities 55 continued on track while some 35 experienced delays and only a fraction 10 were canceled. We developed radio messages to increase public health awareness harnessed WASH program infrastructure to promote prevention for COVID-19 partnered with the WHO local health authorities in India and crafted guidelines for ophthalmology hospitals/clinics services delivery during COVID-19 and in areas hit hardest by the pandemic we accessed programs delivery via the Virtual FEH. |
| Form 990, Part III, Section 4A, Line 3 | Given all the challenges, the 2020 results are impressive. We recorded 29,100 completed trainings by trainees had more than 2.4 million patient visits to eye care facilities and more than 1 million screenings/examinations in community outreach were conducted. The strength and commitment of the Orbis partners is a testament to these tremendous outcomes. All interventions were done using COVID-19 safe protocols and we were able to provide vital services and high-quality training to all types of eye care professionals in 2020, from doctors to nurses to community health workers. |
| Form 990, Part III, Section 4A, Line 4 | In Ethiopia, Orbis has been focused on trachoma elimination for more than two decades. The COVID-19 pandemic meant that established protocols for Mass Drug Administrations MDAs of Azithromycin, an antibiotic that kills the trachoma bacteria, and a key component of our successful strategy to combat trachoma in Ethiopia would need to be altered. Trachoma causes blindness but is easily treatable with antibiotics if it is caught early. If left untreated, however, repeat infections can lead to blindness. MDA is normally done by delivering the drug at community gatherings. As such, we adapted to door to door activities adhering to COVID-19 guidelines. |
| Form 990, Part III, Section 4A, Line 5 | In December 2020, Azithromycin was delivered to 7.5 million people in 89 districts in the Southern Nations, Nationalities, and Peoples Region SNNPR. A total of 19,588 Community Drugs Distributors community volunteers and health workers and supervisors participated in the MDA. In addition, Orbis also performed 5,449 surgeries trichiasis surgeries. All procedures were conducted with COVID-19 prevention protocols, including the use of personal protective equipment PPE. |
| Form 990, Part VI, Section B, Line 11B | THE FORM 990 IS REVIEWED BY THE OFFICERS OF THE CORPORATION AND THEN PRESENTED TO THE AUDIT AND FINANCE COMMITTEES AND THE BOARD OF DIRECTORS FOR ENDORSEMENT BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. |
| Form 990, Part VI, Section B, Line 12C | THE BOARD OF DIRECTORS, OFFICERS, AND KEY EMPLOYEES AS WELL AS BOARD COMMITTEE MEMBERS WHO ARE NOT DIRECTORS MUST COMPLETE THE CONFLICT OF INTEREST FORM ANNUALLY. NEWLY APPOINTED DIRECTORS AND OFFICERS AS WELL AS NEW KEY EMPLOYEES ARE ALSO REQUIRED TO COMPLETE THE CONFLICT OF INTEREST FORM. THE COMPLIANCE DEPARTMENT MONITORS AND ENFORCES COMPLIANCE OF THE CONFLICT OF INTEREST POLICY. THE GENREAL COUNSEL IN THE CASE OF EMPLOYEES OR THE AUDIT COMMITTEE IN THE CASE OF BOARD MEMBERS AND OFFICERS WILL EVALUATE CONFLICT DISCLOSURES AND MAKE OTHER NECESSARY INQUIRIES TO DETERMINE THE EXTENT AND NATURE OF ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST AND, IF APPROPRIATE, INVESTIGATE ALTERNATIVES TO THE PROPOSED TRANSACTION OR ARRANGEMENT. BOARD COMMITTEE MEMBERS AND OFFICERS ONLY IN THE CASE OF BOARD COMMITTEE MEMBERS AND OFFICERS, AFTER DISCLOSURE OF ALL MATERIAL FACTS IN RESPECT OF SUCH CONFLICT OF INTEREST, AND AFTER ANSWERING ANY QUESTIONS, THE RELEVANT BOARD/COMMITTEE MEMBER OR OFFICER SHALL WITHDRAW FROM DELIBERATION AND SHALL REFRAIN FROM ATTEMPTING TO INFLUENCE THE GENERAL COUNSEL, AUDIT COMMITTEE OR THE BOARD, AS THE CASE MAY BE, IN CONNECTION WITH THE CONFLICT OF INTEREST UNDER REVIEW. FOR BOARD MEMBERS, ORBIS MAY ENTER INTO A COVERED TRANSACTION ONLY IF A DULY HELD MEETING OF THE BOARD A MAJORITY OF THOSE MEMBERS IF A QUORUM IS PRESENT AT SUCH TIME WHO HAVE NO INTEREST IN THE COVERED TRANSACTION AFTER CONSIDERING THE ABOVE |
| Form 990, Part VI, Section B, Line 15A | COMPENSATION FOR THE PRESIDENT / CEO IS REVIEWED AND APPROVED BY THE BOARD OF DIRECTORS. DOCUMENTATION OF DISCUSSIONS IN RELATION TO COMPENSATION IS RECORDED IN THE BOARD MINUTES AND IS ALSO DOCUMENTED WITH THE HUMAN RESOURCES DEPARTMENT. THIS PROCESS INVOLVES GATHERING AND ANALYZING COMPARABLE DATA BY THE HUMAN RESOURCES DEPARTMENT AND PRESENTED TO THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS FOR THEIR DELIBERATION AND DETERMINATION. |
| Form 990, Part VI, Section B, Line 15B | COMPENSATION FOR OTHER OFFICERS ARE DISCUSSED AND APPROVED BY THE EXECUTIVE COMMITTEE. DOCUMENTATION OF DISCUSSIONS IN RELATION TO COMPENSATION IS DOCUMENTED WITH THE HUMAN RESOURCES DEPARTMENT. THIS PROCESS INVOLVES GATHERING AND ANALYZING COMPARABLE DATA, DELIBERATION AND DETERMINATION THAT IS CONDUCTED BY THE HUMAN RESOURCES DEPARTMENT. |
| Form 990, Part VI, Section C, Line 19 | THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| Form 990, Part XI, Section Line 9, Line Line 9 | F/X GAIN LOSS -44,837 AND -141,537 INVENTORY OBSOLESCENCE |
| Software ID: | 20011406 |
| Software Version: | 20.0.2.0 |