GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS (EIN 01-0669150)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-11-15
- IRS object ID
- 202423209349303132
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-11-15T08:34:27-06:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 202153727 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SB & COMPANY LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10200 GRAND CENTRAL AVE SUITE 250 | AddressLine1Txt |
| City | OWINGS MILLS | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 21117 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 010669150 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | GRAN | BusinessNameControlTxt |
| Phone | 2028981823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 L STREET NW 650 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARCUS WALTON | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2028981823 | PhoneNum |
| Signature | 2024-11-08 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MONIQUE BOOKER | PreparerPersonNm |
| PTIN | P00644231 | PTIN |
| Phone | 4105840060 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARCUS WALTON | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 L STREET NW 650 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,894,643 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.GEOFUNDERS.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | GEO IS A COMMUNITY OF FUNDERS COMMITTED TO TRANSFORMING PHILANTHROPIC CULTURE AND PRACTICE BY CONNECTING MEMBERS TO THE RESOURCES AND RELATIONSHIPS NEEDED TO SUPPORTTHRIVING NONPROFITS AND COMMUNITIES. | ActivityOrMissionDesc |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 28 | TotalEmployeeCnt |
| Total Volunteers | 407 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $5,265,542 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,075,305 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $790,250 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $589,504 | CYProgramServiceRevenueAmt |
| PY Investment Income | $40,989 | PYInvestmentIncomeAmt |
| CY Investment Income | $219,569 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,088 | PYOtherRevenueAmt |
| CY Other Revenue | $10,265 | CYOtherRevenueAmt |
| PY Total Revenue | $6,097,869 | PYTotalRevenueAmt |
| CY Total Revenue | $4,894,643 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $54,600 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $59,863 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $3,652,996 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $4,071,154 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $476,552 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,768,801 | PYOtherExpensesAmt |
| CY Other Expenses | $2,930,261 | CYOtherExpensesAmt |
| PY Total Expenses | $6,476,397 | PYTotalExpensesAmt |
| CY Total Expenses | $7,061,278 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$378,528 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$2,166,635 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,379,679 | TotalAssetsBOYAmt |
| Total Assets EOY | $10,747,221 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,048,661 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,582,838 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $11,331,018 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,164,383 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | GEO IS A COMMUNITY OF FUNDERS COMMITTED TO TRANSFORMING PHILANTHROPIC CULTURE AND PRACTICE BY CONNECTING MEMBERS TO THE RESOURCES AND RELATIONSHIPS NEEDED TO SUPPORT THRIVING NONPROFITS AND COMMUNITIES. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,916,677 | ExpenseAmt |
| Revenue | $2,207,990 | RevenueAmt |
| Desc | MEMBER PROGRAMS: GEO IS A DIVERSE COMMUNITY OF NEARLY 500 GRANTMAKING ORGANIZATIONS WORKING TO TRANSFORM PHILANTHROPIC CULTURE AND PRACTICE. IN 2023, GRANTMAKERS ADDRESSED SHARED CHALLENGES IN GRANTMAKING THROUGH GEO'S PEER LEARNING PROGRAMS INCLUDING WEBINARS, MEMBER CALLS AND REMOTE LEARNING SERIES. OTHER MEMBER PROGRAMS, SUCH AS OUR FELLOWSHIP COHORTS AND CEO/SENIOR LEADER PROGRAMMING FOUND NEW WAYS FOR MEMBERS AND NON-MEMBER GRANTMAKERS TO COME TOGETHER TO ADDRESS THE BARRIERS TO ADOPTING GRANTMAKING PRACTICES THAT SUPPORT THRIVING COMMUNITIES. THESE OPPORTUNITIES ALLOW MEMBERS TO TALK ABOUT THE CHALLENGES THEY ARE FACING, ADVANCE EQUITY, WORK THROUGH COMPLEX CHANGES WITHIN THEIR ORGANIZATIONS, AND ADVOCATE FOR IMPROVED PRACTICES ACROSS THE FIELD. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,358,154 | ExpenseAmt |
| Revenue | $477,475 | RevenueAmt |
| Desc | CONFERENCES: GEO CONFERENCES EDUCATE AND INSPIRE ACTION. IN 2023, WE HELD A LEARNING CONFERENCE THAT CONVENED ALMOST 550 GRANTMAKERS BOTH IN PERSON IN WASHINGTON DC AND VIRTUALLY TO CONNECT WITH EACH OTHER AND HEAR FROM DYNAMIC SPEAKERS ON TOPICS RELATED TO COURAGEOUS (UN)LEARNING. PARTICIPANTS EXCHANGED IDEAS AND DEEPENED THEIR SKILLSET RELATED TO EQUITY-CENTERED LEARNING AND EVALUATION AND THE ADOPTION AND IMPLEMENTATION OF PHILANTHROPIC PRACTICES THAT LEAD TO THRIVING COMMUNITIES. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $964,940 | ExpenseAmt |
| Revenue | $112,029 | RevenueAmt |
| Desc | RESEARCH & LEARNING: WE CONDUCT RESEARCH ON FIELD TRENDS TO MARK CHANGES IN GRANTMAKER PRACTICE OVER TIME, AS WELL AS ONGOING SKILL-BUILDING FOR OUR STAFF, BOARD AND OTHER KEY STAKEHOLDERS TO INFORM OUR STRATEGY OF BUILDING COMMUNITY. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $493,306 | ExpenseAmt |
| Revenue | $2,097,149 | RevenueAmt |
| Desc | COMMUNICATIONS & PUBLICATIONS: GEO RAISES AWARENESS THAT WILL CATALYZECHANGE IN THE FIELD OF PHILANTHROPY. WE ENGAGE IN ONGOING FIELD-WIDECOMMUNICATION EFFORTS TO ACCOMPLISH THIS. IN 2023, GEO DREW ATTENTIONTO GRANTMAKING PRACTICES AND CULTURE THAT SUPPORT THRIVING NONPROFITS ANDCOMMUNITIES THROUGH MEDIA OUTREACH, PRESENTING AT CONFERENCES,PRODUCING PUBLICATIONS, AND USING ONLINE TOOLS SUCH AS THE GEO WEBSITE,SOCIAL MEDIA OUTLETS, MEMBER LIST-SERVES, AND E-NEWSLETTERS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $493,306 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $2,097,149 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $4,733,077 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 36 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 28 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Other Website | Yes (X) | OtherWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2028981823 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1310 L STREET NW 650 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20005 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| HANH CAO YU | ||||||||
| IMMEDIATE PAST CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENISE ST OMER | ||||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PHILLIP LI | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| ANITA PATEL | ||||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| NEEL HAJRA | ||||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| BRENDA SOLORZANO | ||||||||
| GOVERNANCE COMMITTEE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DEBORAH AUBERT THOMAS | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| DENNIS QUIRIN | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| RYAN EASTERLY | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| REGAN GRUBER MOFFITT | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| CHERA REID | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOHN JACKSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| JOANNA JACKSON | ||||||||
| BOARD MEMBER | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MARCUS F WALTON | ||||||||
| PRESIDENT & CEO | 40.00 | $351,614 | $0 | $35,407 | Yes (X) | |||
| MILA YOCHUM | ||||||||
| VICE PRESIDENT, OPERATIONS | 40.00 | $99,833 | $0 | $6,591 | Yes (X) | |||
| MEGHAN DUFFY | ||||||||
| EXECUTIVE VICE PRESIDENT | 40.00 | $228,170 | $0 | $35,057 | Yes (X) | |||
| AKILAH MASSEY | ||||||||
| VICE PRESIDENT, PROGRAMS | 40.00 | $179,570 | $0 | $39,732 | Yes (X) | |||
| KRISTINA WERTZ | ||||||||
| VICE PRESIDENT, EXTERNAL AFFAIRS | 40.00 | $180,332 | $0 | $39,725 | Yes (X) | |||
| KELLY WISE | ||||||||
| DIRECTOR, PEOPLE & CULTURE | 40.00 | $144,116 | $0 | $37,447 | Yes (X) | |||
| J WING LI | ||||||||
| DIRECTOR OF OPERATIONS | 40.00 | $136,654 | $0 | $36,635 | Yes (X) | |||
| NICHOLE HOEFLICH | ||||||||
| DIRECTOR OF PROGRAMS | 40.00 | $133,057 | $0 | $21,218 | Yes (X) | |||
| MICHELLE HARRINGTON | ||||||||
| DIRECTOR OF COMMUNICATIONS & MARKETING | 40.00 | $125,631 | $0 | $20,056 | Yes (X) | |||
| JASER ALSHARHAN | ||||||||
| DIRECTOR OF PROGRAMS | 40.00 | $114,708 | $0 | $19,221 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,693,685 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $291,089 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 9 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| THE MORRIS AND GWENDOLYN CAFRITZ FDN | |||||
| 1111 14TH ST NW STE 200 | WASHINGTON | DC | 20005 | RENT | $455,537 |
| JW MARRIOTT LOS ANGELES LA | |||||
| 900 W OLYMPIC BLVD | LOS ANGELES | CA | 90015 | HOTEL/ VENUE | $268,545 |
| FRONTLINE SOLUTIONS INTERNATIONAL LLC | |||||
| 1032 15TH STREET NW UNIT 303 | WASHINGTON | DC | 20005 | CONSULTING | $178,704 |
| MARCUM LLP | |||||
| 1899 L STREET NW STE 850 | WASHINGTON | DC | 20036 | ACCOUNTING AND HR | $170,095 |
| WASHINGTON HILTON | |||||
| 1919 CONNECTICUT AVE NW | WASHINGTON | DC | 20009 | HOTEL/ VENUE | $167,493 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $2,207,990 | MembershipDuesAmt |
| All Other Contributions | $1,867,315 | AllOtherContributionsAmt |
| Total Contributions | $4,075,305 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONFERENCES | 900099 | $477,475 | $477,475 |
| SEMINARS | 900099 | $112,029 | $112,029 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $589,504 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $219,569 | TotalRevenueColumnAmt |
| Exclusion | $219,569 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,265 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,265 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,265 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,894,643 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $599,769 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $219,569 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $59,863 | TotalAmt |
| Program Services | $59,863 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,984,777 | TotalAmt |
| Program Services | $1,218,612 | ProgramServicesAmt |
| Management And General | $577,981 | ManagementAndGeneralAmt |
| Fundraising | $188,184 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,167,190 | TotalAmt |
| Program Services | $726,136 | ProgramServicesAmt |
| Management And General | $328,777 | ManagementAndGeneralAmt |
| Fundraising | $112,277 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $682,945 | TotalAmt |
| Program Services | $407,331 | ProgramServicesAmt |
| Management And General | $212,893 | ManagementAndGeneralAmt |
| Fundraising | $62,721 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $236,242 | TotalAmt |
| Program Services | $147,006 | ProgramServicesAmt |
| Management And General | $66,771 | ManagementAndGeneralAmt |
| Fundraising | $22,465 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,214 | TotalAmt |
| Management And General | $43,214 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,734 | TotalAmt |
| Management And General | $143,734 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $854,335 | TotalAmt |
| Program Services | $700,451 | ProgramServicesAmt |
| Management And General | $146,759 | ManagementAndGeneralAmt |
| Fundraising | $7,125 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $500 | TotalAmt |
| Fundraising | $500 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $101,996 | TotalAmt |
| Program Services | $63,135 | ProgramServicesAmt |
| Management And General | $30,054 | ManagementAndGeneralAmt |
| Fundraising | $8,807 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $311,965 | TotalAmt |
| Program Services | $192,042 | ProgramServicesAmt |
| Management And General | $91,422 | ManagementAndGeneralAmt |
| Fundraising | $28,501 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $201,497 | TotalAmt |
| Program Services | $148,235 | ProgramServicesAmt |
| Management And General | $38,741 | ManagementAndGeneralAmt |
| Fundraising | $14,521 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $798,514 | TotalAmt |
| Program Services | $777,702 | ProgramServicesAmt |
| Management And General | $19,176 | ManagementAndGeneralAmt |
| Fundraising | $1,636 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,425 | TotalAmt |
| Program Services | $76,335 | ProgramServicesAmt |
| Management And General | $35,430 | ManagementAndGeneralAmt |
| Fundraising | $12,660 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,665 | TotalAmt |
| Program Services | $6,612 | ProgramServicesAmt |
| Management And General | $19,817 | ManagementAndGeneralAmt |
| Fundraising | $236 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| LICENSES/ PERMITS/ FEES | $103,925 | $84,414 | $17,342 | $2,169 |
| STAFF DEVELOPMENT | $84,095 | $53,284 | $16,959 | $13,852 |
| SERVICE CHARGES | $45,540 | $10 | $45,471 | $59 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $89,856 | TotalAmt |
| Program Services | $71,909 | ProgramServicesAmt |
| Management And General | $17,108 | ManagementAndGeneralAmt |
| Fundraising | $839 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,061,278 | TotalAmt |
| Program Services | $4,733,077 | ProgramServicesAmt |
| Management And General | $1,851,649 | ManagementAndGeneralAmt |
| Fundraising | $476,552 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,195,646 | BOYAmt |
| EOY | $2,458,168 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,519,661 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,421,128 | BOYAmt |
| EOY | $823,828 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $16,597 | BOYAmt |
| EOY | $49,015 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $45,812 | BOYAmt |
| EOY | $34,638 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,225,228 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $823,531 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $439,748 | BOYAmt |
| EOY | $401,697 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,459,785 | BOYAmt |
| EOY | $6,145,035 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,281,302 | BOYAmt |
| EOY | $834,840 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,379,679 | BOYAmt |
| EOY | $10,747,221 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $292,479 | BOYAmt |
| EOY | $254,352 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $56,379 | BOYAmt |
| EOY | $44,509 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,699,803 | BOYAmt |
| EOY | $1,283,977 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,048,661 | BOYAmt |
| EOY | $1,582,838 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,874,575 | BOYAmt |
| EOY | $7,378,318 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,456,443 | BOYAmt |
| EOY | $1,786,065 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,331,018 | BOYAmt |
| EOY | $9,164,383 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,379,679 | BOYAmt |
| EOY | $10,747,221 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$2,166,635 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | 0 | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,211,361 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,438,083 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,611,904 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,265,542 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,075,305 | CurrentTaxYearAmt |
| Total | $27,602,195 | TotalAmt |
Tax Rev Levied Orgnztnl Bnft509 TaxRevLeviedOrgnztnlBnft509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $535,148 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $24,950 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $271,930 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $790,250 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $589,504 | CurrentTaxYearAmt |
| Total | $2,211,782 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,746,509 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,463,033 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,883,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,055,792 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,664,809 | CurrentTaxYearAmt |
| Total | $29,813,977 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $301,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,957,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,941,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $750,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $378,162 | CurrentTaxYearAmt |
| Total | $9,328,055 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $301,167 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,957,400 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,941,176 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $750,150 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $378,162 | CurrentTaxYearAmt |
| Total | $9,328,055 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $20,485,922 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,256 | CurrentTaxYearAmt |
| Total | $286,971 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $39,788 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $31,518 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $17,420 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $40,989 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $157,256 | CurrentTaxYearAmt |
| Total | $286,971 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $40 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,088 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $72,578 | CurrentTaxYearAmt |
| Total | $73,706 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,786,297 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,494,551 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $9,901,294 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $6,097,869 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,894,643 | CurrentTaxYearAmt |
| Total | $30,174,654 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.67890 | PublicSupportCY509Pct |
| Investment Income CY | 0.00950 | InvestmentIncomeCYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $587,799 | OtherCostOrOtherBasisAmt |
| Depreciation | $382,345 | DepreciationAmt |
| Book Value | $205,454 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $187,993 | OtherCostOrOtherBasisAmt |
| Depreciation | $116,213 | DepreciationAmt |
| Book Value | $71,780 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $449,436 | OtherCostOrOtherBasisAmt |
| Depreciation | $324,973 | DepreciationAmt |
| Book Value | $124,463 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $401,697 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $31,550 |
| OPERATING RIGHT-OF-USE ASSET | $803,290 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $834,840 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE LIABILITY | Desc |
| Amt | $1,283,977 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,283,977 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,894,643 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,894,643 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,894,643 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,061,278 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,061,278 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,061,278 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTHERN CALIFORNIA GRANTMAKERS | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 160 SPEAR STREET SUITE 360 | AddressLine1Txt |
| City | SAN FRANCISCO | CityNm |
| State Abbreviation | CA | StateAbbreviationCd |
| ZIP | 94105 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash Grant | $54,388 | CashGrantAmt |
| Non Cash Assistance | $0 | NonCashAssistanceAmt |
| Purpose Of Grant | THIS GRANT SUPPORTED NCG'S WORK ON THE RACIAL EQUITY ACTION INSTITUTE AND OUR WORK TOGETHER TO SCALE THIS MODEL OF CROSS-SECTOR LEARNING NATIONALLY. WE HOLD REGULAR CHECK-IN MEETINGS WITH NCG TO MONITOR THE PROGRESS OF THE WORK | PurposeOfGrantTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARCUS F WALTON | ||||||||||||||
| PRESIDENT & CEO | $351,614 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $35,407 | $0 | $387,021 | $0 | $0 | $0 |
| MEGHAN DUFFY | ||||||||||||||
| EXECUTIVE VICE PRESIDENT | $228,170 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $35,057 | $0 | $263,227 | $0 | $0 | $0 |
| KRISTINA WERTZ | ||||||||||||||
| VICE PRESIDENT, EXTERNAL AFFAIRS | $180,332 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $39,725 | $0 | $220,057 | $0 | $0 | $0 |
| AKILAH MASSEY | ||||||||||||||
| VICE PRESIDENT, PROGRAMS | $179,570 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $39,732 | $0 | $219,302 | $0 | $0 | $0 |
| KELLY WISE | ||||||||||||||
| DIRECTOR, PEOPLE & CULTURE | $144,116 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $37,447 | $0 | $181,563 | $0 | $0 | $0 |
| J WING LI | ||||||||||||||
| DIRECTOR OF OPERATIONS | $136,654 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $36,635 | $0 | $173,289 | $0 | $0 | $0 |
| NICHOLE HOEFLICH | ||||||||||||||
| DIRECTOR OF PROGRAMS | $133,057 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $21,218 | $0 | $154,275 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE ORGANIZATION AMENDED ITS BYLAWS TO BETTER REFLECT ITS NONPROFIT GOVERNANCE STRUCTURE AND DESIRED PROCEDURAL PRACTICES, TO BRING CERTAIN PROVISIONS INTO ALIGNMENT WITH THE ARTICLES OF INCORPORATION, AND TO MAKE TECHNICAL AND CLARIFYING REVISIONS. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCE AND AUDIT COMMITTEE REVIEWS THE 990. THE FORM 990 IS CIRCULATED TO THE FULL BOARD BEFORE FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, OFFICER, EXECUTIVE AND KEY EMPLOYEE IS REQUIRED TO REVIEW A COPY OF THE CONFLICT OF INTEREST POLICY AND TO ACKNOWLEDGE IN WRITING THAT HE OR SHE HAS DONE SO. EACH PERSON ANNUALLY COMPLETES A DISCLOSURE FORM IDENTIFYING ANY RELATIONSHIPS, POSITIONS, OR CIRCUMSTANCES IN WHICH HE OR SHE BELIEVES COULD CONTRIBUTE TO A CONFLICT; EACH PERSON IS ALSO OBLIGATED TO IMMEDIATELY DISCLOSE ANY NEW CONFLICT THAT ARISES DURING THE YEAR AS NEW POSSIBLE CONFLICTS ARISE, THEY ARE DISCLOSED FOLLOWING FULL DISCLOSURE OF A POSSIBLE CONFLICT OF INTEREST, THE BOARD OF DIRECTORS SHALL DETERMINE WHETHER A CONFLICT OF INTEREST EXISTS AND, IF SO THE BOARD SHALL VOTE TO AUTHORIZE OR REJECT THE TRANSACTION OR TAKE ANY OTHER ACTION DEEMED NECESSARY TO ADDRESS THE CONFLICT AND PROTECT THE ORGANIZATION'S BEST INTEREST. THIS POLICY IS REVIEWED ANNUALLY BY EACH MEMBER OF THE BOARD OF DIRECTORS. ANY CHANGES TO THE POLICY ARE COMMUNICATED INMEDIATELY TO ALL PERSONS SUBJECT TO THE POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | GRANTMAKERS FOR EFFECTIVE ORGANIZATIONS AMENDED ITS ARTICLES OF INCORPORATION TO REFLECT DEVELOPMENTS IN ITS GOVERNANCE PRACTICES. SIGNIFICANT CHANGES INCLUDED CLARIFYING ALL CATEGORIES OF MEMBERSHIP IN THE ORGANIZATION ARE NONVOTING; BROADENING THE DISSOLUTION CLAUSE TO PERMIT ASSETS TO BE DISTRIBUTED ON DISSOLUTION FOR ONE OR MORE INTERNAL REVENUE CODE SECTION 501(C)(3) EXEMPT PURPOSES, TO THE FEDERAL GOVERNMENT OR TO STATE OR LOCAL GOVERNMENT FOR A PUBLIC PURPOSE, AS DETERMINED BY THE BOARD OF DIRECTORS, IN ACCORDANCE WITH TREASURY REGULATION 1.501(C)(3)-1(B)(4); AND TO ADDRESS INDEMNIFICATION RIGHTS, LIABILITY INSURANCE, AND LIMITING THE PERSONAL LIABILITY OF OFFICERS AND DIRECTORS AS PERMITTED BY THE DISTRICT OF COLUMBIA NONPROFIT CORPORATION ACT. THE ORGANIZATION AMENDED ITS BYLAWS TO BETTER REFLECT ITS NONPROFIT GOVERNANCE STRUCTURE AND DESIRED PROCEDURAL PRACTICES, TO BRING CERTAIN PROVISIONS INTO ALIGNMENT WITH THE ARTICLES OF INCORPORATION, AND TO MAKE TECHNICAL AND CLARIFYING REVISIONS. A MARKET STUDY IS DONE EVERY FEW YEARS WITH COMPARABILITY DATA TO ENSURE MARKET COMPETITIVENESS FOR ALL POSITIONS. IN ADDITION, ALL EMPLOYEES ARE ELIGIBLE FOR RAISES IN LINE WITH THEIR GROWTH AND PERFORMANCE FOR THAT YEAR AT YEAR END. |
| FORM 990, PART VI, SECTION C, LINE 19 | GEO MAKES ITS BYLAWS AND AUDITED FINANCIAL STATEMENTS AVAILABLE THROUGH ITS OWN WEBSITE AND UPON REQUEST. GEO ALSO MAKES ITS BYLAWS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS AVAILABLE THROUGH ANOTHER WEBSITE, WWW.GUIDESTAR.ORG. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 700,451. MANAGEMENT AND GENERAL EXPENSES 146,759. FUNDRAISING EXPENSES 7,125. TOTAL EXPENSES 854,335. |