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Nonprofiteer
← HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC

Form 990 for tax year 2022

Filed by HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES INC.

Totals

Total revenue
$5,567,391
Total expenses
$5,200,028
Contributions and grants received
$305,746
Grants paid
$427,258
Program services expenses (Part IX)
$4,995,979
Management and general expenses
$204,049
Fundraising expenses
$0
Program service expenses (Part III)
$4,995,979

Program services were 96.1% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MEREDITH WEENICK

    PRES., TREAS., AND DIR. UNTIL 01/03/23

    Total calculated
    $675,202
    From this org
    $0
    From related orgs
    $625,257
    Other
    $49,945
    Hours/week
    0.5 + 64.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $579,052 related
    Bonus
    $0 + $25,000 related
    Other
    $0 + $21,205 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $11,545 related
    Filer's total
    $0 + $675,202 related

  • SEAN CARON

    PRES., TREAS., AND DIR. AS OF 01/03/23

    Total calculated
    $354,766
    From this org
    $0
    From related orgs
    $287,486
    Other
    $67,280
    Hours/week
    0.5 + 62 related

    Schedule J breakdown matched by us

    Base
    $0 + $281,369 related
    Bonus
    $0 + $6,000 related
    Other
    $0 + $117 related
    Deferred
    $0 + $37,539 related
    Nontaxable benefits
    $0 + $29,741 related
    Filer's total
    $0 + $354,766 related

  • JOHN SHAW

    DIRECTOR

    Total calculated
    $585,817
    From this org
    $0
    From related orgs
    $517,148
    Other
    $68,669
    Hours/week
    5 + 61.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $449,048 related
    Bonus
    $0 + $15,000 related
    Other
    $0 + $53,100 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $30,269 related
    Filer's total
    $0 + $585,817 related

  • MARK ELLIOTT

    CHAIR AND DIRECTOR

    Total calculated
    $422,480
    From this org
    $0
    From related orgs
    $356,889
    Other
    $65,591
    Hours/week
    5 + 61.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $337,269 related
    Bonus
    $0 + $10,000 related
    Other
    $0 + $9,620 related
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $0 + $27,191 related
    Filer's total
    $0 + $422,480 related

  • JOSEPH H O'REGAN

    VP FOR OPERATIONS AND CLERK

    Total calculated
    $230,743
    From this org
    $0
    From related orgs
    $178,795
    Other
    $51,948
    Hours/week
    60 + 3 related

    Schedule J breakdown matched by us

    Base
    $0 + $174,239 related
    Bonus
    $0 + $4,000 related
    Other
    $0 + $556 related
    Deferred
    $0 + $21,314 related
    Nontaxable benefits
    $0 + $30,634 related
    Filer's total
    $0 + $230,743 related

  • ALINA PAYNE

    DIRECTOR OF ITALIAN STUDIES

    Total calculated
    $778,342
    From this org
    $653,903
    From related orgs
    $0
    Other
    $124,439
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $241,660
    Bonus
    $0
    Other
    $412,243
    Deferred
    $0 + $38,400 related
    Nontaxable benefits
    $86,039
    Filer's total
    $739,942 + $38,400 related

  • BELYNDA B BADY

    DIRECTOR OF INTERNATIONAL CONSULTING & OPERATIONS

    Total calculated
    $207,321
    From this org
    $0
    From related orgs
    $163,713
    Other
    $43,608
    Hours/week
    60

    Schedule J breakdown matched by us

    Base
    $0 + $160,243 related
    Bonus
    $0 + $3,200 related
    Other
    $0 + $270 related
    Deferred
    $0 + $18,528 related
    Nontaxable benefits
    $0 + $25,080 related
    Filer's total
    $0 + $207,321 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 1a · Tax indemnification and gross-up payments
  • 1a · Housing allowance or residence for personal use
  • 1a · Personal services (maid, chauffeur, chef)
  • 1b · Written policy on the line-1a expenses
  • 2 · Substantiation required before reimbursing expenses
  • 7 · Other non-fixed payments

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

Schedule J, Part I, Line 1a Tax indemnification and gross-up payments
ALINA PAYNE RECEIVED GROSS UP PAYMENTS FOR FEDERAL, STATE AND MEDICARE TAX AS A RESULT OF A TAX EQUALIZATION AGREEMENT BETWEEN HARVARD GLOBAL AND THE EMPLOYEE WHO IS A US EXPATRIATE WORKING OVERSEAS IN ITALY.
Schedule J, Part I, Line 1a Housing allowance or residence for personal use
ALINA PAYNE WAS PROVIDED A RESIDENCE FOR PERSONAL USE. THIS AMOUNT IS INCLUDED IN THE EMPLOYEE'S TAXABLE COMPENSATION AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B (iii) AS OTHER REPORTABLE COMPENSATION. HARVARD GLOBAL FOLLOWS WRITTEN GUIDELINES ON HOUSING ALLOWANCES, WHICH ARE OFFERED ON A LIMITED BASIS TO SENIOR FACULTY AND SENIOR ADMINISTRATORS.
Schedule J, Part I, Line 1a Personal services
ALINA PAYNE WAS PROVIDED WITH TAX PREPARATION SERVICES. THIS AMOUNT IS INCLUDED IN THE EMPLOYEE'S TAXABLE COMPENSATION AND IS REPORTED ON SCHEDULE J, PART II, COLUMN B (iii) AS OTHER REPORTABLE COMPENSATION.
Schedule J, Part I, Line 7 Non-fixed payments
HARVARD GLOBAL AND PRESIDENT AND FELLOWS OF HARVARD COLLEGE OFFERS INCENTIVE COMPENSATION FOR OUTSTANDING PERFORMANCE. BONUS AND INCENTIVE PAYMENTS FROM PRESIDENT AND FELLOWS OF HARVARD COLLEGE FOR OFFICERS AND HIGHEST COMPENSATED EMPLOYEES ARE LISTED IN PART II, COLUMN (B)(II), ROW (II).
Schedule J, Part I, Line 3 COMPENSATION REVIEW PROCESS
MEREDITH WEENICK, PRESIDENT OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. UNTIL 01/03/23 AND SEAN CARON, PRESIDENT AS OF 01/03/23, OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. AS OF 01/03/23 ARE EMPLOYEES AND OFFICERS OF PRESIDENT AND FELLOWS OF HARVARD COLLEGE, A RELATED ORGANIZATION. THEY ARE NOT COMPENSATED IN THEIR CAPACITY AS OFFICERS OF HARVARD GLOBAL RESEARCH AND SUPPORT SERVICES, INC. AS OFFICERS OF PRESIDENT AND FELLOWS OF HARVARD COLLEGE, THEY ARE SUBJECT TO THE ANNUAL COMPENSATION REVIEW PROCESS DISCUSSED BELOW: HARVARD UNIVERSITY'S OFFICE OF HUMAN RESOURCES INITIATES AN ANNUAL REVIEW PROCESS TIMED SO THAT A FINAL REVIEW CAN BE CONDUCTED BY THE HARVARD CORPORATION DURING ITS JULY MEETING. ALL INTERNAL REVIEWS AND NEW SALARY RECOMMENDATIONS ARE CONDUCTED IN ADVANCE OF THE CORPORATION MEETING, GENERALLY INCLUDING RECOMMENDATION FROM THE UNIVERSITY'S PRESIDENT REGARDING COMPENSATION OTHER THAN THE HER OWN. THE PROVOST AND THE EXECUTIVE VICE PRESIDENT ADDITIONALLY PROVIDE RECOMMENDATIONS ON THOSE INDIVIDUALS FOR WHOM THEY HAVE ORGANIZATIONAL RESPONSIBILITY, SUBJECT TO THE APPROVAL OF THE PRESIDENT. DURING THE MEETING, THE CORPORATION, WHICH IN FULL SERVES AS THE COMPENSATION COMMITTEE, REVIEWS EACH OF THE PRESIDENT'S PROPOSALS FOR FINAL APPROVAL. ALL VOTES ARE MEMORIALIZED IN MINUTES AND PRESERVED, TOGETHER WITH ALL BACKGROUND DATA AND MATERIALS PROVIDED BY THE OFFICE OF HUMAN RESOURCES. THIS ANNUAL REVIEW PROCESS INCLUDES THE COMPILATION OF APPROPRIATE COMPARABILITY COMPENSATION DATA FOR EACH POSITION INCLUDED IN THE REVIEW. FOR THIS PURPOSE, THE PRINCIPAL SOURCE OF SUCH DATA IS AN ANNUAL REPORT PROVIDED BY AN OUTSIDE CONSULTANT.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
15 May 2024
IRS schema version
2022v5.0
Source object
202401369349308750

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