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ObjectId: 202043149349303099 - Submission: 2020-11-09
TIN: 13-2626135
Schedule J
(Form 990)
Department of the Treasury
Internal Revenue Service
Compensation Information
For certain Officers, Directors, Trustees, Key Employees, and Highest
Compensated Employees
Complete if the organization answered "Yes" on Form 990, Part IV, line 23.
Attach to Form 990.
Go to
www.irs.gov/Form990
for instructions and the latest information.
OMB No. 1545-0047
20
19
Open to Public Inspection
Name of the organization
TECHNOSERVE INC
Employer identification number
13-2626135
Part I
Questions Regarding Compensation
Yes
No
1a
Check the appropiate box(es) if the organization provided any of the following to or for a person listed on Form
990, Part VII, Section A, line 1a. Complete Part III to provide any relevant information regarding these items.
First-class or charter travel
Housing allowance or residence for personal use
Travel for companions
Payments for business use of personal residence
Tax idemnification and gross-up payments
Health or social club dues or initiation fees
Discretionary spending account
Personal services (e.g., maid, chauffeur, chef)
b
If any of the boxes on Line 1a are checked, did the organization follow a written policy regarding payment or reimbursement or provision of all of the expenses described above? If "No," complete Part III to explain
.........
1b
Yes
2
Did the organization require substantiation prior to reimbursing or allowing expenses incurred by all
directors, trustees, officers, including the CEO/Executive Director, regarding the items checked on Line 1a?
..
2
Yes
3
Indicate which, if any, of the following the filing organization used to establish the compensation of the
organization's CEO/Executive Director. Check all that apply. Do not check any boxes for methods
used by a related organization to establish compensation of the CEO/Executive Director, but explain in Part III.
Compensation committee
Written employment contract
Independent compensation consultant
Compensation survey or study
Form 990 of other organizations
Approval by the board or compensation committee
4
During the year, did any person listed on Form 990, Part VII, Section A, line 1a, with respect to the filing organization or a related organization:
a
Receive a severance payment or change-of-control payment?
.............
4a
No
b
Participate in, or receive payment from, a supplemental nonqualified retirement plan?
.........
4b
No
c
Participate in, or receive payment from, an equity-based compensation arrangement?
.........
4c
No
If "Yes" to any of lines 4a-c, list the persons and provide the applicable amounts for each item in Part III.
Only 501(c)(3), 501(c)(4), and 501(c)(29) organizations must complete lines 5-9.
5
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the revenues of:
a
The organization?
....................
5a
No
b
Any related organization?
.......................
5b
No
If "Yes," on line 5a or 5b, describe in Part III.
6
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization pay or accrue any
compensation contingent on the net earnings of:
a
The organization?
..................
6a
No
b
Any related organization?
......................
6b
No
If "Yes," on line 6a or 6b, describe in Part III.
7
For persons listed on Form 990, Part VII, Section A, line 1a, did the organization provide any nonfixed
payments not described in lines 5 and 6? If "Yes," describe in Part III
............
7
No
8
Were any amounts reported on Form 990, Part VII, paid or accured pursuant to a contract that was
subject to the initial contract exception described in Regulations section 53.4958-4(a)(3)? If "Yes," describe
in Part III
..........................
8
No
9
If "Yes" on line 8, did the organization also follow the rebuttable presumption procedure described in Regulations section 53.4958-6(c)?
.........................
9
For Paperwork Reduction Act Notice, see the Instructions for Form 990.
Cat. No. 50053T
Schedule J (Form 990) 2019
Page 2
Schedule J (Form 990) 2019
Page
2
Part II
Officers, Directors, Trustees, Key Employees, and Highest Compensated Employees.
Use duplicate copies if additional space is needed.
For each individual whose compensation must be reported on Schedule J, report compensation from the organization on row (i) and from related organizations, described in the
instructions, on row (ii). Do not list any individuals that are not listed on Form 990, Part VII.
Note.
The sum of columns (B)(i)-(iii) for each listed individual must equal the total amount of Form 990, Part VII, Section A, line 1a, applicable column (D) and (E) amounts for that individual.
(A)
Name and Title
(B)
Breakdown of W-2 and/or 1099-MISC compensation
(C)
Retirement and other deferred compensation
(D)
Nontaxable
benefits
(E)
Total of columns
(B)(i)-(D)
(F)
Compensation in column (B) reported as deferred on prior Form 990
(i)
Base
compensation
(ii)
Bonus & incentive
compensation
(iii)
Other
reportable compensation
1
WILLIAM WARSHAUER
PRESIDENT & CEO
(i)
(ii)
377,901
-------------
0
0
-------------
0
1,731
-------------
0
22,200
-------------
0
24,354
-------------
0
426,186
-------------
0
0
-------------
0
2
JEFFREY CHRISFIELD
CFO
(i)
(ii)
254,868
-------------
0
0
-------------
0
403
-------------
0
10,350
-------------
0
26,114
-------------
0
291,735
-------------
0
0
-------------
0
3
KINDRA HALVORSON
CHIEF TRANSFORMATION OFFICER
(i)
(ii)
239,404
-------------
0
0
-------------
0
7,041
-------------
0
20,920
-------------
0
29,677
-------------
0
297,042
-------------
0
0
-------------
0
4
CHRIS DONOHUE
REGIONAL DIRECTOR - EAST AFRICA
(i)
(ii)
160,437
-------------
0
0
-------------
0
65,467
-------------
0
12,073
-------------
0
1,053
-------------
0
239,030
-------------
0
0
-------------
0
5
LAWRENCE UMUNNA
REGIONAL DIRECTOR, WEST AFRICA
(i)
(ii)
174,483
-------------
0
2,702
-------------
0
40,710
-------------
0
15,764
-------------
0
14,122
-------------
0
247,781
-------------
0
0
-------------
0
6
JOHN KEIGHTLEY
VP, DEVELOPMENT & COMMUNIC
(i)
(ii)
209,965
-------------
0
0
-------------
0
926
-------------
0
17,181
-------------
0
26,328
-------------
0
254,400
-------------
0
0
-------------
0
7
TIMOTHY MCLELLAN
COO (LEFT 09/14/19)
(i)
(ii)
204,420
-------------
0
0
-------------
0
1,279
-------------
0
19,102
-------------
0
20,018
-------------
0
244,819
-------------
0
0
-------------
0
8
PAMELA CHITENHE
REGIONAL DIRECTOR - SOUTHERN AFRICA
(i)
(ii)
195,944
-------------
0
0
-------------
0
0
-------------
0
23,908
-------------
0
4,876
-------------
0
224,728
-------------
0
0
-------------
0
9
ANDREI BELYI
VP, LATIN & CENTRAL AMERICA
(i)
(ii)
174,796
-------------
0
0
-------------
0
20,910
-------------
0
18,339
-------------
0
5,793
-------------
0
219,838
-------------
0
0
-------------
0
10
MADHU SREEKUMAR
CHIEF HR OFFICER (LEFT 10/16/19)
(i)
(ii)
184,731
-------------
0
0
-------------
0
2,195
-------------
0
10,593
-------------
0
2,120
-------------
0
199,639
-------------
0
0
-------------
0
11
JONATHAN BARNOW
VP, STRATEGIC INITIATIVES
(i)
(ii)
175,267
-------------
0
0
-------------
0
0
-------------
0
16,103
-------------
0
4,841
-------------
0
196,211
-------------
0
0
-------------
0
12
JUAN CARLOS THOMAS
GLOBAL ENTREPRENEURSHIP DIRECTOR
(i)
(ii)
155,481
-------------
0
0
-------------
0
7,288
-------------
0
13,104
-------------
0
28,054
-------------
0
203,927
-------------
0
0
-------------
0
13
PAUL STEWART
GLOBAL COFFEE DIRECTOR
(i)
(ii)
152,398
-------------
0
0
-------------
0
54,583
-------------
0
19,072
-------------
0
4,270
-------------
0
230,323
-------------
0
0
-------------
0
14
JANE GROB FREY
COUNTRY DIRECTOR
(i)
(ii)
147,663
-------------
0
0
-------------
0
113,377
-------------
0
18,354
-------------
0
14,122
-------------
0
293,516
-------------
0
0
-------------
0
15
JACOB ULRICH
COUNTRY DIRECTOR
(i)
(ii)
129,580
-------------
0
0
-------------
0
118,341
-------------
0
15,992
-------------
0
5,582
-------------
0
269,495
-------------
0
0
-------------
0
16
RIZWAN YUSUFALI
REGIONAL PROGRAM DIRECTOR
(i)
(ii)
111,590
-------------
0
0
-------------
0
108,667
-------------
0
13,295
-------------
0
13,715
-------------
0
247,267
-------------
0
0
-------------
0
17
DARIA GAGE
PROGRAM DIRECTOR (LEFT 12/07/19)
(i)
(ii)
124,595
-------------
0
0
-------------
0
79,870
-------------
0
10,622
-------------
0
15,108
-------------
0
230,195
-------------
0
0
-------------
0
18
HEATHER OH
PROGRAM DIRECTOR
(i)
(ii)
101,802
-------------
0
0
-------------
0
89,165
-------------
0
8,503
-------------
0
9,277
-------------
0
208,747
-------------
0
0
-------------
0
Schedule J (Form 990) 2019
Page 3
Schedule J (Form 990) 2019
Page
3
Part III
Supplemental Information
Provide the information, explanation, or descriptions required for Part I, lines 1a, 1b, 3, 4a, 4b, 4c, 5a, 5b, 6a, 6b, 7, and 8, and for Part II. Also complete this part for any additional information.
Return Reference
Explanation
PART I, LINE 1A
TECHNOSERVE WILL PROVIDE APPROPRIATE AND REASONABLE HOUSING FOR CERTAIN STAFF (EXPATRIATE OR THIRD COUNTRY NATIONAL EMPLOYEES WORKING OVERSEAS). TECHNOSERVE WILL NOT COVER THE COSTS OF UTILITIES OR HOUSEHOLD HELP. TECHNOSERVE WILL DIRECTLY EMPLOY SECURITY STAFF AS APPROPRIATE. CHIEF HUMAN RESOURCE OFFICER WILL DETERMINE A REASONABLE REIMBURSABLE AMOUNT FOR MONTHLY RENT BUT IT MAY NOT EXCEED 30% OF ANNUAL BASE SALARY OR, IF APPLICABLE, THE MAXIMUM USAID ALLOWANCE AT THAT LOCATION. ANY OTHER SPECIAL HOUSING COSTS WHICH MAY ARISE MUST BE APPROVED BY THE CHIEF HUMAN RESOURCES OFFICER. US EXPATRIATES SHOULD NOTE THAT HOUSING ALLOWANCES ARE CONSIDERED EARNED INCOME AND ARE, THEREFORE, SUBJECT TO US SOCIAL SECURITY AND INCOME TAXES. BELOW ARE EMPLOYEES LISTED ON PART VII WHO RECEIVED HOUSING ALLOWANCE DURING THE YEAR: JACOB ULRICH $28,629 CHRIS DONOHUE $29,639 LAWRENCE UMUNNA $40,710 ANDREI BELYI $4,888 RIZWAN YUSUFALI $30,000 JOHN LOGAN $26,199 PAUL STEWART $30,000 DARIA GAGE $25,581 HEATHER OH $25,450 ANNUAL TRAVEL ALLOWANCE: TECHNOSERVE WILL ASSIST THE EMPLOYEE (EXPATRIATE OR THIRD COUNTRY NATIONAL EMPLOYEE WORKING OVERSEAS) AND FAMILY (INCLUDING CHILDREN UP TO A MAXIMUM AGE OF 18) RESIDING AT POST WITH AN ANNUAL ALLOWANCE (TO ASSIST WITH ONE TRIP ONLY), SHOULD THEY DECIDE TO TAKE TIME AWAY FROM POST. THIS ALLOWANCE IS PAID BASED ON ACTUAL EXPENSES INCURRED, UP TO CERTAIN LIMITS. THE MAXIMUM ANNUAL REIMBURSABLE AMOUNT IS $1,750 PER ELIGIBLE EMPLOYEE AND/OR DEPENDENT: THESE ALLOWANCES APPLY TO EITHER ECONOMY CLASS AIRFARE OR THE REIMBURSEMENT OF MILEAGE FOR EMPLOYEES. LIKE OTHER ALLOWANCES, THIS PAYMENT MAY BE SUBJECT TO TAXATION. THE FOLLOWING EMPLOYEES RECEIVED TAX INDEMNIFICATION AND GROSS-UP PAYMENTS, WHICH ARE TAXABLE: JACOB ULRICH $89,711 CHRIS DONOHUE $27,607 JANE GROB FREY $54,438 RIZWAN YUSUFALI $25,230 DARIA GAGE $47,781 HEATHER OH $60,039
Schedule J (Form 990) 2019
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