2023-11-17T08:45:25-06:00 2023-06-30 411397419 Abdo 5201 Eden Ave Ste 250 Edina MN 55436 990 2022-07-01 561849598 Native Americans in Philanthropy NATI 2029910468 1140 3rd St NE - 2nd Floor Washington DC 20002 Erik Stegman Chief Executive Officer 2029910468 2023-11-17 1 Erik Stegman XXX-XX-XXXX 0 Steven D Anseth CPA P00552219 9528359090 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z Erik Stegman 1140 3rd St NE - 2nd Floor Washington DC 20002 13666990 0 X www.NativePhilanthropy.org X 1994 MN Native Americans in Philanthropy promotes equitable and effective philanthropy in Native communities. With more than 30 years of experience, we work closely with our counterpart organizations advocating for Tribal communities. The cornerstone of our work is our relatives and our networks. We support several communities that work together to build knowledge, community, priorities, and power in the sector. These networks include Native professionals in philanthropy, elected Tribal leaders, Native youth leaders, and Native non-profit leaders. 9 9 18 0 0 0 7849757 12714574 404429 924398 30878 28018 0 0 8285064 13666990 61250 2640020 0 0 1433087 2533171 0 0 728455 2271180 2907070 3765517 8080261 4519547 5586729 9060528 14738132 1062025 1101820 7998503 13636312 X Our vision is for all Native communities to be restored to full health, sustainability, and self-determination. To accomplish this, we commit to the following goals:Increase philanthropic investment in Native communities to strengthen and expand community-based solutions.Strengthen support for Native, philanthropic, and non-profit leaders to increase Native representation in the sector.Improve the availability of regular, reliable data and Indigenous-led research on Native communities and their relation to philanthropy.Support Tribal Nations with more opportunities for awareness, connection, and collaboration with each other and with the philanthropic sector. 0 0 4679259 1564587 924398 Funder Education, Training, and Engagement:Native Youth GrantmakersThe Native Youth Grantmakers program is designed for Indigenous youth aged 18-24 who are connected to their community (urban, rural, or reservation) and want to grow their leadership skills, advocate for Native youth and youth programs, and learn more about the philanthropic sector. This program is a year-long course designed to be both in-person and virtual and embraces Indigenous values that can help create conditions for all communities to thrive. The NAP team will work closely with program participants to help cultivate and nurture their strengths and connect them to key Indigenous leaders in the philanthropy sector. Program Objectives:- Increasing knowledge of philanthropy- Strengthening leadership and advocacy skills- Developing and coordinating effective grantmaking strategies- Encouraging dialogue between Native youth and Mentors to learn from one another- Creating a space to develop meaningful relationships in philanthropy and communityActivities during the 2022-2023 year included meetings with congressional offices and committees, engaging with various tribal communities to learn more about how the philanthropic sector can better serve them through their perspectives, participating in self-reflection and awareness trainings to help us understand how to show up as leaders and for ourselves, meeting with various PSOs, learning about the way other orgs are working towards a more equitable philanthropic sector and meeting with Indigenous led NGOs and NVR grantees.Indigenous Philanthropic Professionals Working GroupNAP connects Native people working in philanthropy, provides targeted resources, and supports growth as an individual and community member. Circle of Leadership Academy Program (CoLA)This program is for early to mid-career Native professionals who want to move into philanthropic leadership. Philanthropic leadership includes executive, board, and trustee leaders of large and small foundations, community and family foundations, as well as Native-led and tribal foundations. The goal of the program is to identify, support, and build Indigenous models of leadership within the philanthropic sector by increasing the number of Native professionals in executive, board, and trustee leadership positions, while also creating a supportive ecosystem for Native leaders that reinforces cultural identity and Indigenous worldviews. The format of this program includes network meetings, mentorship, and professional development workshops.Tribal Philanthropy CoalitionThe Tribal Philanthropy Coalition is a community of practice to support, connect, and elevate the work of Tribal professionals working in the areas of grant making, grant seeking, and philanthropy for their Tribe. Tribal Leaders, Tribal philanthropy professionals, Tribal grant writers, Tribal Directors/managers and/or Tribal planners are encouraged to join this coalition to network with other professionals doing similar work, learn from others, share your priorities, challenges, needs and develop strategies together to elevate Tribal philanthropy to support Native communities. Native Voices RisingNative Voices Rising is a research, donor education, re-granting, and capacity-building collaborative created and led by Common Counsel Foundation and Native Americans in Philanthropy. Native Voices Rising is designed to support organizing, advocacy and civic engagement in American Indian, Alaska Native, and Native Hawaiian communities.Since its inception in 2013, Native Voices Rising has awarded over $9 million general operating support grants to Native-led organizations. Eligible organizations are rooted in a Native community, led by Native people, hold a vision for change that improves the lives of Native community members, engage the community to take action together and/or seek to affect the policies and rules that govern the community.Native Voices Rising serves as a mechanism to build broad-based philanthropic support for grassroots groups led by and for Native communities and to amplify Native voices elevating indigenous solutions to historic harms and society's most pressing issues.In 2021, NVR launched its inaugural Advisory Council, composed of nine Native leaders, with deep experience around philanthropy and grassroots Native nonprofits. Advisory Council members serve as thought partners around NVR's strategy, programming, and organizational development. 1036062 1075433 The Tribal Nations Initiative (TNI) was launched in 2021. TNI is a new national platform for Tribal leaders and their staff to strategically engage with the philanthropic sector around their priorities as Tribal Nations. NAP recently completed a national listening tour where it co-hosted regional listening sessions with different tribes across the country and invited Native-led nonprofits and funders to participate in the dialogue. The goal was to better understand how philanthropy can strengthen support for Tribal priorities and identify opportunities to build infrastructure for Tribal philanthropy. A report has been published outlining what was learned from this listening tour, including a rich set of qualitative and quantitative data that will guide philanthropy in their work with Tribes. Tribal Nations Climate and Conservation Funding Collaborative (the Collaborative)In partnership with the Biodiversity Funders Group (BFG), the Collaborative is a cross-sector partnership with Tribes that seeks to strategically connect philanthropic investments with Native-led technical assistance, and federal coordination, to support Tribes in their conservation and nature-based climate projects. It consists of a pooled fund, a philanthropic pledge, a funder learning community, and federal coordination facilitated through NAP's new MOU with the Department of Interior (DOI) to stand up the Office of Strategic Partnerships. A soft-launch of the Collaborative occurred in November 2022 at BFG's federal policy meeting and formally announced in conjunction with the White House Tribal Nations Summit. Since the launch, funding for conservation related work has been raised. We signed an MOU with the National Fish and Wildlife Foundation (NFWF) to guarantee match funding for all Tribal applicants to the new America the Beautiful Challenge (ATBC) using our Tribal Nations Initiative fund. Additionally, we provided joint technical assistance with our nonprofit and government partners. The overarching goal is to advance existing landscape conservation plans and/or propose to knit together a diverse stakeholder partnership that develops and/or implements new conservation plans. As part of this, projects should address priority species and/or habitat conservation actions identified in existing plans or other species recovery or conservation plans. Projects that are informed by Indigenous Knowledge (IK) and promote Tribal co-stewardship are also encouraged.NAP continued its efforts in funder education through its quarterly learning series with the Biodiversity Funders Group, which serves as a new space for funders to learn about strategies and opportunities in Tribal conservation from the field. NAP is currently in the second phase of this initiative, which is focused on building the organization's internal capacity to support the programming within the collaborative, strengthen public-private partnerships, and partner pledges. Through this opportunity, vetted projects can be aligned with organizations seeking ways to advance conservation and make long term commitments direct with Tribes while supporting the critical work of NAP. 338418 Research & Data play a key role in philanthropy, often determining who receives funding and whether certain programs are considered successful. NAP is a hub for Indigenous leadership in philanthropic data and advocates for more accurate and timely data on Indigenous communities and the decolonization of research practices.Current Activities:- Contributed to the CHANGE coalition DAPP report for 2022 - 2023.- Designed a supplement to the DAPP report titled the Indigenous Philanthropic Professionals Report in which we analyzed national demographic data derived from the DAPP report with a qualitative component of quotes from Indigenous professionals in the sector. - Contributed to the Native Voices Rising report with authorship and analyses of qualitative data sets. - Initiated, managed, and authored a study and report on assessing factors of accountability between community foundations and Native communities. - Designing and managing a "Funding for Native Arts, Artists, and Culture" initiative to include a brainstorming session with Native arts and culture organizations at the Association for Tribal Archives, Libraries, and Museums (ATALM) 2023 conference. Tribal Nations Initiative:The Tribal Nations Initiative (TNI) was launched in 2021. TNI is a new national platform for Tribal leaders and their staff to strategically engage with the philanthropic sector around their priorities as Tribal Nations. NAP recently completed a national listening tour where it co-hosted regional listening sessions with different tribes across the country and invited Native-led nonprofits and funders to participate in the dialogue. The goal was to better understand how philanthropy can strengthen support for Tribal priorities and identify opportunities to build infrastructure for Tribal philanthropy. A report has been published outlining what was learned from this listening tour, including a rich set of qualitative and quantitative data that will guide philanthropy in their work with Tribes. 6053739 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 1 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 53 0 1 18 1 0 0 0 0 0 0 0 0 0 0 0 0 X 9 9 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA DC X X Armanino 9257902600 2700 Camino Roman Suite 350 San Roman CA 945834600 Vicky Stott Chair 1.00 X X 0 0 0 Matt Morton Vice Chair 1.00 X X 0 0 0 Carly Bad Heart Bull Secretary 1.00 X X 0 0 0 Eileen Briggs Director 1.00 X X 0 0 0 Emily Edenshaw Director 1.00 X 0 0 0 Tony A Naschio Johnson Director 1.00 X 0 0 0 Theresa SHeldon Director 1.00 X 0 0 0 Tashina Banks Rama Director 1.00 X 0 0 0 Michael Painter Director 1.00 X 0 0 0 Erik Stegman Chief Executive Officer 40.00 X 226200 0 8625 Jeanette Ziegler Chief Operating Officer 40.00 X 101129 0 1388 Greg Masten Vice President of Tribal Nations Engagement & Spec 40.00 X 143283 0 9201 470612 0 19214 5 1 1 0 We Are Rally 5670 Wilshire Blvd Los Angeles CA 90036 Monthly Recurring Communications Consult 319378 Armanino LLP 12657 Alcosta Blvd Suite 500 San Ramon CA 94583 Monthly Recurring Accounting and Strateg 246064 LeBlanc Strategies LLC 8753 Evanston Avenue N Seattle WA 98103 Strategy and Organization Consulting 229198 3 420159 12294415 12714574 Common Counsel Foundation 900099 480047 480047 Consulting Services 900099 400867 400867 Fiscal Sponsorship Fees 900099 36500 36500 Miscellaneous 900099 6984 6984 924398 28018 28018 13666990 924398 0 28018 X 2640020 2640020 881265 559866 119888 201511 1126558 715701 153257 257600 356679 234152 37728 84799 168669 106205 23691 38773 21567 5756 15361 450 260784 138108 111886 10790 1226472 644229 541825 40418 148270 86342 54091 7837 68285 49562 15868 2855 80106 39793 37082 3231 71553 45678 21440 4435 597272 450921 81911 64440 41772 31589 8769 1414 13723 8783 4254 686 9910 6391 3030 489 Event Expense 332163 276254 47922 7987 Bad Debt Expense 21000 6000 15000 Dues and Subscriptions 14193 8389 5064 740 8080261 6053739 1298067 728455 6549175 9827797 1633642 3932248 21026 46536 168629 147361 25018 21268 831667 910283 9060528 14738132 907312 890915 154713 210905 1062025 1101820 X 3365651 4193909 4632852 9442403 7998503 13636312 9060528 14738132 5586729 51080 0 X X 0 1 X 1 0 X 1742608 2051047 2879487 7849757 12714574 27237473 1742608 2051047 2879487 7849757 12714574 27237473 6981090 20256383 1437 23459 24275 30878 28018 108067 27345540 0.74080 0.71950 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 78173 56905 21268 90456 90456 0 21268 13718071 51081 51081 13666990 0 13666990 8080261 0 8080261 0 8080261 1 Common Counsel Foundation 1624 Franklin St 1022 Oakland CA 94612 943214166 501(c)3 1100000 0 Capacity Building and Native Voices Rising Program Grants Cheyenne River Youth Project PO Box 410 Eagle Butte SD 57625 460423106 501(c)3 50000 0 Youth Programming National Fish and Wildlife Foundation 1133 15th Street NW Suite 1000 Washington DC 20005 521384139 501(c)3 825433 0 Conservation USET Sovereignty Protection Fund 711 Stewarts Ferry Pike Nashville TN 37214 352467915 501(c)4 250000 0 Education/General Operating Support Alliance for Tribal Clean Energy 1629 K St NW Suite 300 Washington DC 20006 882858979 501(c)3 364587 0 Regranting Laguna Community Foundation 33 Rodeo Dr Laguna NM 87026 460990639 501(c)3 50000 0 Youth Programming 5 1 Part I, Line 2: Native Americans in Philanthropy provides funds to other organizations for programming for the following programming purposes: (1) as a 501(c)(3) fiscal sponsor to partner organizations; (2) to compensate for expertise and program support related to our mission focused programming; and (3) for pass through funding to partner nonprofit organizations to invest in tribal nonprofit organizational partners through a competitive grant application process. X X X 1 0 0 0 0 0 0 0 0 Erik Stegman Chief Executive Officer 185000 0 40000 0 1200 0 8625 0 0 0 234825 0 0 0 Greg Masten Vice President of Tribal Nations Eng 142083 0 0 0 1200 0 4188 0 5013 0 152484 0 0 0 Part I, Line 3 Market studies conducted by independent source or our PEO; annual increases based on what the market dictates and factors in economic conditions. Most recent change was assessed in conjunction with our consulting firm LeaderFit, and compared to comp studies from United Philanthropy Forum, and put forth to the Executive committee and to the board for final review. Part I, Line 4a Greg Masten received $50,469 in severance pay during the year ended 6/30/2023. Form 990, Part VI, Section A, line 6 The two classes of members are general and affiliate. General members are Native peoples who serve as staff, governing body members, or official representatives of corporate, foundation, or Native grantmaking organizations. Affiliate members are persons and organizations concerned about advancing issues facing Native peoples. Neither membership has voting rights. Form 990, Part VI, Section A, line 7a The board of directors is elected by members. Form 990, Part VI, Section B, line 11b Board members are presented with draft copies of the Form 990 along with all required schedules and attachments. The Board is asked to review the Form 990 and then approve it. Form 990, Part VI, Section B, line 12c The conflict of interest policy was approved by the Board of Directors in March. The policy covers members of the Board of Directors, Officers, and staff and requires disclosure supplements to be completed on an annual basis. Additionally, covered individuals have a duty to disclose the existence of his or her financial interest and all materials facts to the Board of Directors and/or the Executive Committee. If an interested person recuses himself or herself from the matter where the actual or potential conflict exists, the Board of Directors or Executive Committee documents such recusal and the procedures for addressing the conflict in the meeting minutes per the policy's requirements. If the interested person desires to participate in the matter after disclosure of the financial interest and all material facts, and after any discussion with the interested person, he or she shall leave the Board of Directors or Executive Committee meeting while the determination of a conflict of interests is discussed and voted upon by the remaining Board of Directors or Committee Members to determine if a conflict of interest exists. The minutes of the Board of Directors and Excutive Committee shall contain all proceedings related to conflicts of interest. Form 990, Part VI, Section B, line 15a The Executive Committee of the board annually reviews and determines the compensation level of the Executive Director using a compensation consultant. The deliberation and decision is documented in the meeting minutes. The process was most recently completed in 2022 for the Executive Director, Erik Stegman. The Executive Director determines compensation for other employees of the Organization during the annual employment review process. The compensation is based on guidance from a compensation consultant. Board members are also made aware of the salaries of other employees. This was last completed in 2020. 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 IX, line 11g Payroll Processing: Program service expenses 3,035. Management and general expenses 101. Fundraising expenses 237. Total expenses 3,373. Legal Fees and Other Consulting Services: Program service expenses 412,759. Management and general expenses 338,950. Fundraising expenses 23,077. Total expenses 774,786. Web Development: Program service expenses 21,276. Management and general expenses 25,894. Fundraising expenses 1,615. Total expenses 48,785. Marketing/Public Relations: Program service expenses 207,159. Management and general expenses 176,880. Fundraising expenses 15,489. Total expenses 399,528. Form 990, Part XII, Line 2c The process has not changed from the prior year. Form 990, Part IV, Line 14a One employee of NAP worked remotely in Canada for part of the taxable year. This employee's work was directed toward supporting NAP's U.S. operations. NAP does not have offices or regularly have employees or independent contractors operating outside the U.S.