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NORTH FUND: Form 990, tax year 2021

View the entire original 990 at ProPublica ↗

Organization
NORTH FUND (EIN 83-4011547)
Tax period
2021-01-01 to 2021-12-31
Filed
2022-11-09
IRS object ID
202223139349305787
Schema version
2021v4.2
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

FieldValueIRS element (for citing)
Return2022-11-09T19:35:43-06:00ReturnTs
Tax Period End2021-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN910189318PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1MOSS ADAMS LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1101 SECOND STREET SUITE 900AddressLine1Txt
CitySAN FRANCISCOCityNm
State AbbreviationCAStateAbbreviationCd
ZIP94105ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2021-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN834011547EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1NORTH FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlNORTBusinessNameControlTxt
Phone2029711330PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 CONNECTICUT AVENUE 450AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM GERSTEINPersonNm
Person TitlePRESIDENTPersonTitleTxt
Phone2029711330PhoneNum
Signature2022-11-06SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Signing Officer SigningOfficerGrp

Person Full Name PersonFullName

FieldValueIRS element (for citing)
Person FirstJIMPersonFirstNm
Person LastGERSTEINPersonLastNm
FieldValueIRS element (for citing)
SSN999009999SSN

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonMICHAEL LUMSDENPreparerPersonNm
PTINP01262236PTIN
Phone4159561500PhoneNum
Preparation2022-11-06PreparationDt

Additional Filer Information AdditionalFilerInformation

Trusted Customer TrustedCustomerGrp

FieldValueIRS element (for citing)
Trusted Customer3TrustedCustomerCd
Authentication Assurance LevelAAL1AuthenticationAssuranceLevelCd
Identity Assurance LevelIAL1IdentityAssuranceLevelCd
FieldValueIRS element (for citing)
Tax2021TaxYr
Build TS2022-09-23 18:48:47ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM GERSTEINPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11101 CONNECTICUT AVENUE 450AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$42,926,545GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.NORTHFUND.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2018FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionTHE NORTH FUND PARTNERS WITH COMMITTED COMMUNITY LEADERS TO HELP MAKE OUR COUNTRY A MORE JUST, FAIR, AND EQUITABLE PLACE TO LIVE, WORK, AND RAISE FAMILIES. IT FOCUSES ON SUPPORTING INNOVATIVE SOCIAL ENTREPRENEURSHIP, EDUCATIONAL INITIATIVES, AND ADVOCACY CAMPAIGNS THAT LIFT UP COMMUNITIES AND CREATE REAL AND LASTING CHANGE.ActivityOrMissionDesc
Voting Members Governing Body3VotingMembersGoverningBodyCnt
Voting Members Independent3VotingMembersIndependentCnt
Total Employee0TotalEmployeeCnt
Total Volunteers8TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$66,341,124PYContributionsGrantsAmt
CY Contributions Grants$42,712,036CYContributionsGrantsAmt
PY Program Service Revenue$0PYProgramServiceRevenueAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$14,065PYInvestmentIncomeAmt
CY Investment Income$0CYInvestmentIncomeAmt
PY Other Revenue$253,785PYOtherRevenueAmt
CY Other Revenue$214,509CYOtherRevenueAmt
PY Total Revenue$66,608,974PYTotalRevenueAmt
CY Total Revenue$42,926,545CYTotalRevenueAmt
PY Grants And Similar Paid$34,186,410PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$10,896,593CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$1,058,561PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$1,874,619CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$144,923CYTotalFundraisingExpenseAmt
PY Other Expenses$13,535,539PYOtherExpensesAmt
CY Other Expenses$20,616,057CYOtherExpensesAmt
PY Total Expenses$48,780,510PYTotalExpensesAmt
CY Total Expenses$33,387,269CYTotalExpensesAmt
PY Revenues Less Expenses$17,828,464PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$9,539,276CYRevenuesLessExpensesAmt
Total Assets BOY$26,507,967TotalAssetsBOYAmt
Total Assets EOY$43,517,343TotalAssetsEOYAmt
Total Liabilities BOY$1,190,615TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,660,715TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$25,317,352NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$34,856,628NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionSEE SCHEDULE OTHE NORTH FUND PARTNERS WITH COMMITTED COMMUNITY LEADERS TO HELP MAKE OUR COUNTRY A MORE JUST, FAIR, AND EQUITABLE PLACE TO LIVE, WORK, AND RAISE FAMILIES. IT FOCUSES ON SUPPORTING INNOVATIVE SOCIAL ENTREPRENEURSHIP, EDUCATIONAL INITIATIVES, AND ADVOCACY CAMPAIGNS THAT LIFT UP COMMUNITIES AND CREATE REAL AND LASTING CHANGE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant ChangeYes (1)SignificantChangeInd
Expense$32,157,665ExpenseAmt
Grant$10,896,593GrantAmt
Revenue$0RevenueAmt
DescCIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY: NORTH FUND'S CIVIL RIGHTS, SOCIAL ACTION, AND ADVOCACY PROGRAMS SUPPORT A RANGE OF INITIATIVES, INCLUDING PROTECTING AND EXPANDING ACCESS TO AFFORDABLE HEALTH CARE, SAFEGUARDING THE ENVIRONMENT FOR FUTURE GENERATIONS, AND ADVOCATING FOR LGBTQIA+ AND HUMAN RIGHTS.Desc
Total Program Service Expenses$32,157,665TotalProgramServiceExpensesAmt
Described In Section501c30DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign ActyYes (1)PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
Info In Schedule O Part VYes (X)InfoInScheduleOPartVInd
IRP Document110IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee0EmployeeCnt
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible ContributionsYes (1)NondeductibleContributionsInd
Nondeductible Contri DisclYes (1)NondeductibleContriDisclInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members3GoverningBodyVotingMembersCnt
Independent Voting Member3IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesYes (1)DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of Committees0MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldALStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldARStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldCTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldDCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldFLStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldGAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldHIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldIDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldILStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldKYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMEStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldMSStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNDStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNHStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNJStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNMStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldOKStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldORStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldPAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldRIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldSCStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldTNStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldUTStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldVAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldWVStatesWhereCopyOfReturnIsFldCd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1ARABELLA ADVISORSBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone2025951020PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11828 L STREET NW SUITE 300AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Info In Schedule O Part VIIYes (X)InfoInScheduleOPartVIIInd

Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
JIM GERSTEIN
PRESIDENT AND CHAIR1.00Yes (X)Yes (X)$0$0$0
CRISTINA URIBE
TREASURER1.00Yes (X)Yes (X)$0$0$0
MELANIE BELLER
SECRETARY1.00Yes (X)Yes (X)$0$0$0
SAURABH GUPTA
GENERAL COUNSEL1.00Yes (X)$19,895$0$0
MEGAN LEWIS
PROJECT DIRECTOR14.00$118,804$0$4,117Yes (X)
JESSE LEHRICH
PROJECT ADVISOR32.00$138,483$0$9,876Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$277,182TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$13,993TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
PERKINS COIE LLP
PO BOX 24643SEATTLEWA98124LEGAL SERVICES$1,872,846
ELIAS LAW GROUP LLC
10 G ST NE SUITE 600WASHINGTONDC20002LEGAL SERVICES$738,698
TARGETED PLATFORM MEDIA LLC
651 MAID MARION RDANNAPOLISMD21405MEDIA, ADVERTISING & DESIGN SERVICES$622,305
ARABELLA ADVISORS
1828 L ST NW SUITE 300WASHINGTONDC20036ADMIN., OPERATIONS & MANAGEMENT SERVICES$551,809
SPECTOR ROH STRATEGIES
316 W WASHINGTON AVE 675MADISONWI53703PROJECT MANAGEMENT$513,000
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K20CntrctRcvdGreaterThan100KCnt
All Other Contributions$42,712,036AllOtherContributionsAmt
Total Contributions$42,712,036TotalContributionsAmt

Other Revenue Misc OtherRevenueMiscGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtExclusionExclusionAmt
GENERAL ADMIN RETAINER541900$200,909$200,909
OTHER REVENUE910099$13,600$13,600
FieldValueIRS element (for citing)
Other Revenue Total$214,509OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$42,926,545TotalRevenueColumnAmt
Related Or Exempt Func Income$0RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$214,509ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$10,896,593TotalAmt
Program Services$10,896,593ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$19,895TotalAmt
Program Services$1,990ProgramServicesAmt
Management And General$17,905ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$1,534,360TotalAmt
Program Services$1,527,607ProgramServicesAmt
Management And General$6,753ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$31,450TotalAmt
Program Services$30,951ProgramServicesAmt
Management And General$499ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$170,871TotalAmt
Program Services$168,160ProgramServicesAmt
Management And General$2,711ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$118,043TotalAmt
Program Services$116,170ProgramServicesAmt
Management And General$1,873ManagementAndGeneralAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$882,440TotalAmt
Management And General$882,440ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,886,409TotalAmt
Program Services$2,875,366ProgramServicesAmt
Management And General$11,043ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$35,200TotalAmt
Management And General$35,200ManagementAndGeneralAmt

Fees For Services Lobbying FeesForServicesLobbyingGrp

FieldValueIRS element (for citing)
Total$739,193TotalAmt
Program Services$739,193ProgramServicesAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$2,547,469TotalAmt
Program Services$2,345,896ProgramServicesAmt
Management And General$56,650ManagementAndGeneralAmt
Fundraising$144,923FundraisingAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$12,559,957TotalAmt
Program Services$12,559,957ProgramServicesAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$59,622TotalAmt
Program Services$44,801ProgramServicesAmt
Management And General$14,821ManagementAndGeneralAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$184,081TotalAmt
Program Services$164,511ProgramServicesAmt
Management And General$19,570ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$113,876TotalAmt
Program Services$112,623ProgramServicesAmt
Management And General$1,253ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$35,190TotalAmt
Program Services$35,190ProgramServicesAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$519,101TotalAmt
Program Services$519,101ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$32,123TotalAmt
Management And General$32,123ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (3 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
DUES AND SUBSCRIPTIONS$15,688$15,685$3
LICENSES AND FEES$3,308$3,267$41
TAXES$2,400$604$1,796

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$33,387,269TotalAmt
Program Services$32,157,665ProgramServicesAmt
Management And General$1,084,681ManagementAndGeneralAmt
Fundraising$144,923FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$19,986,960BOYAmt
EOY$36,017,276EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$6,445,048BOYAmt
EOY$7,450,000EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$24,991BOYAmt
EOY$41,808EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$50,968BOYAmt
EOY$8,259EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$26,507,967BOYAmt
EOY$43,517,343EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$1,010,615BOYAmt
EOY$2,570,215EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$180,000BOYAmt
EOY$6,090,500EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$1,190,615BOYAmt
EOY$8,660,715EOYAmt
FieldValueIRS element (for citing)
Organization Follows FASB117Yes (X)OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$17,893BOYAmt
EOY-$19,225EOYAmt

Donor Restriction Net Assets DonorRestrictionNetAssetsGrp

FieldValueIRS element (for citing)
BOY$25,335,245BOYAmt
EOY$34,875,853EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$25,317,352BOYAmt
EOY$34,856,628EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$26,507,967BOYAmt
EOY$43,517,343EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$9,539,276ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit Committee0AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule C IRS990ScheduleC

FieldValueIRS element (for citing)
Political Expenditures$3,707,601PoliticalExpendituresAmt
Volunteer Hours0VolunteerHoursCnt
Expended527 Activities$152,601Expended527ActivitiesAmt
Internal Funds Contributed$3,555,000InternalFundsContributedAmt
Total Exempt Function Expend$3,707,601TotalExemptFunctionExpendAmt
Form1120 POL Filed0Form1120POLFiledInd

Section527 Political Org Section527PoliticalOrgGrp (2 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPaid Internal FundsPaidInternalFundsAmt
EMERGE NEW MEXICO
500 MARQUETTE AVE NWALBUQUERQUENM87102900783311$50,000
NEW MEXICO SENATE DEMOCRATS
313 MOON ST NEALBUQUERQUENM87123821045511$25,000

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I-A, LINE 1:FormAndLineReferenceDesc
ExplanationFUNDS EXPENDED TO FURTHER SOCIAL WELFARE.ExplanationTxt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$42,926,545TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$42,926,545RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$42,926,545TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$33,387,269TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$33,387,269ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$33,387,269TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART X, LINE 2:FormAndLineReferenceDesc
ExplanationTHE FUND DOES NOT HAVE ANY MATERIAL UNCERTAIN TAX POSITIONS. THE FUND FILES INFORMATIONAL TAX RETURNS IN THE U.S. FEDERAL AND STATE JURISDICTIONS.ExplanationTxt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable (57 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdRecipient EINRecipientEINIRC SectionIRCSectionDescCash GrantCashGrantAmtNon Cash AssistanceNonCashAssistanceAmtPurpose Of GrantPurposeOfGrantTxtAddress Line2USAddress/AddressLine2Txt
9TO5 NATIONAL ASSOCIATION OF WORKING WOMEN
207 E BUFFALO STREETMILWAUKEEWI53202521201710501(C)(5)$150,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
ARIZONA COALITION FOR CHANGE
1241 E WASHINGTON ST SUITE 103PHOENIXAZ85034822534431501(C)(3)$10,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
AVOW INC
PO BOX 9883AUSTINTX78766742007519501(C)(4)$300,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
BLACK MALE VOTER PROJECT
384 NORTHYARDS BLVD NW BUILDING 100ATLANTAGA30313843530186501(C)(4)$10,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACYSUITE 190
BLACK VOTERS MATTER FUND INC
4751 BEST RDEAST POINTGA30337813625061501(C)(4)$50,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
CARE IN ACTION
45 BROADWAYNEW YORKNY10006464605470501(C)(4)$150,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
CASE ACTION FUND
1021 S 7TH AVE SUITE 202PHOENIXAZ85007454874128501(C)(4)$10,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
CATHOLIC BISHOP OF CHICAGO ST SABINA DBA ST SABINA
1210 W 78TH PLCHICAGOIL60620362171123501(C)(3)$20,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
CENTER FOR CIVIC ACTION
625 SILVER AVE SWALBUQUERQUENM87102020779812501(C)(4)$51,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
CITIZEN ACTION OF WISCONSIN INC
2797 S KINNICKINNIC AVEMILWAUKEEWI53207391424314501(C)(4)$250,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
COLORADO CEASEFIRE LEGISLATIVE ACTION
PO BOX 7501DENVERCO80207470865736501(C)(4)$20,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
COMMON CAUSE
805 15TH STREET NWWASHINGTONDC20005526078441501(C)(4)$300,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
COMMON DEFENSE CIVIC ENGAGEMENT
251 W 30TH STNEW YORKNY10001833156982501(C)(4)$140,250$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
EL CENTRO PODER Y ACCION
714 4TH ST SWALBUQUERQUENM87102853020297501(C)(4)$75,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
EMERGE NEW MEXICO
500 MARQUETTE AVE NWALBUQUERQUENM87102900783311527$50,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
FAMILY FRIENDLY ACTION FUND
114 NORTH MAIN STREETCONCORDNH03301831806898501(C)(4)$140,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
FOR WEST VIRGINIAS FUTURE
PO BOX 132ONAWV25545824058689501(C)(4)$25,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
FORWARD TOGETHER
300 FRANK H OGAWA PLAZAOAKLANDCA94612843565059501(C)(4)$75,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
HOUSTON IN ACTION
515 POST OAK BLVDHOUSTONTX77027830940984501(C)(3)$60,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
LUBBOCK COALITION FOR HEALTHCARE ACCESS
3716 22ND PLLUBBOCKTX79410862231967501(C)(4)$75,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
MARYLANDERS TO PREVENT GUN VIOLENCE
2600 SAINT PAUL STBALTIMOREMD21218462756378501(C)(3)$50,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
MICHIGAN CIVIC ACTION FUND
28342 DARTMOUTH STMADISON HEIGHTSMI48071823995979501(C)(4)$205,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
MISSOURI WIN
4818 WASHINGTON BLVDSAINT LOUISMO63108824375006501(C)(4)$60,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
MOTHERING JUSTICE ACTION FUND
17320 LIVERNOIS AVEDETROITMI48221822828323501(C)(4)$75,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
NARAL PRO CHOICE OHIO
11811 SHAKER BLVDCLEVELANDOH44120310963461501(C)(4)$500,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
NATIONAL ALLIANCE FOR CAREGIVING
1730 RHODE ISLAND AVENUE NWWASHINGTONDC20036521931357501(C)(3)$50,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
NEO PHILANTHROPY INC
45 W 36TH STREETNEW YORKNY10018133191113501(C)(3)$165,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
NEW AMERICA FOUNDATION
740 15TH ST NWWASHINGTONDC20005522096845501(C)(3)$80,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
NEW MEXICO SENATE DEMOCRATS
313 MOON ST NEALBUQUERQUENM87123821045511527$25,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
NEW YORK STATE IMMIGRANT ACTION FUND
131 WEST 33RD STREETNEW YORKNY10001611613175501(C)(4)$25,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
NEW YORKERS AGAINST GUN VIOLENCE INC
675 THIRD AVENEW YORKNY10017133808186501(C)(3)$25,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
NORTH CAROLINIANS AGAINST GUN VIOLENCE ACTION FUND
PO BOX 52425DURHAMNC27717831339571501(C)(3)$100,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
OHIO PROGRESSIVE COLLABORATIVE
341 SOUTH THIRD STREETCOLUMBUSOH43215822146860501(C)(4)$325,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
OUR VOICE OUR VOTE ARIZONA
1241 E WASHINGTON STLAVEENAZ85034823222019501(C)(4)$221,600$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
PA ALLIANCE ACTION
2034 S COLORADO STPHILADELPHIAPA19145823537729501(C)(4)$250,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
PLANNED PARENTHOOD ADVOCATES OF MI
PO BOX 15104LANSINGMI48901382765858501(C)(4)$100,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
PLANNED PARENTHOOD TEXAS VOTES
201 E BEN WHITE BLVDAUSTINTX78704465305326501(C)(4)$75,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
POWER COALITION FOR ELECTORAL JUSTICE
4930 WASHINGTON AVENEW ORLEANSLA70125843880115501(C)(3)$100,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
PRODIGAL CHILD PROJECT
403 W POWELL STDOTHANAL36303020803494501(C)(4)$50,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
PROGRESS NORTH CAROLINA ACTION
2912 HIGHWOODS BLVDRALEIGHNC27604452862217501(C)(4)$125,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
PROGRESSNOW NEW MEXICO
625 SILVER AVE SWALBUQUERQUENM87102454130072501(C)(4)$105,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
PUBLIC PRIVATE STRATEGIES INSTITUTE
700 PENNSYLVANIA AVENUE SEWASHINGTONDC20003843330258501(C)(3)$100,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
RIVER PHOENIX CENTER FOR PEACE
2603 NW 13 STREETGAINESVILLEFL32609593179952501(C)(3)$10,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
RUN FOR SOMETHING ACTION FUND
1900 L ST NWWASHINGTONDC20036814761176501(C)(4)$1,000,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
SECURE DEMOCRACY
611 PENNSYLVANIA AVE SEWASHINGTONDC20003823846342501(C)(4)$1,000,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
SIX ACTION
PO BOX 260230MADISONWI53726203169871501(C)(4)$20,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
SIXTEEN THIRTY FUND
1201 CONNECTICUT AVE NWWASHINGTONDC20036264486735501(C)(4)$1,900,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
SUNRISE MOVEMENT
50 F ST NW SUITE 700WASHINGTONDC20001821232167501(C)(4)$10,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
TEXAS FREEDOM NETWORK
PO BOX 1626AUSTINTX78767742736849501(C)(4)$600,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
TEXAS ORGANIZING PROJECT
PO BOX 120296SAN ANTONIOTX78212271482075501(C)(4)$125,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
THE URBAN INSTITUTE
500 LENFANT PLAZA SWWASHINGTONDC20024520880375501(C)(3)$137,993$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
TIDES FOUNDATION
1014 TORNEY AVESAN FRANCISCOCA94129510198509501(C)(3)$20,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
UNIDOSUS ACTION FUND INC
1126 16TH STREET NWWASHINGTONDC20005455341145501(C)(4)$100,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
USAGAINSTALZHEIMER'S ACTION
PO BOX 34565WASHINGTON DCDC20043271538205501(C)(4)$104,500$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
VOTERS NOT POLITICIANS
PO BOX 16180LANSINGMI48901821389940501(C)(4)$25,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
WESTERN CONSERVATION ACTION
1675 LARIMER STREET UNIT 420DENVERCO80202208091495501(C)(4)$50,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
WORKMONEY INC
790 N MILWAUKEE STMILWAUKEEWI53202850604101501(C)(4)$1,000,000$0CIVIL RIGHTS, SOCIAL ACTION, ADVOCACY
FieldValueIRS element (for citing)
Total501c3 Org14Total501c3OrgCnt
Total Other Org43TotalOtherOrgCnt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePART I, LINE 2:FormAndLineReferenceDesc
ExplanationTHE NORTH FUND MAKES GRANTS TO MULTIPLE ORGANIZATIONS AND COMMITTED COMMUNITY LEADERS. THE FUND REQUIRES GRANTEES TO SIGN GRANT AGREEMENTS CERTIFYING THAT ALL ACTIVITIES ARE CONSISTENT WITH ALLOWABLE SOCIAL WELFARE WORK CONSISTENT WITH THE NORTH FUND'S MISSION AND PURPOSE. THE NORTH FUND REQUIRES THAT GRANTEES SUBMIT INTERIM AND POST-GRANT REPORTS TO HELP ENSURE THAT ALL FUNDS ARE PROPERLY MANAGED AND EXPENDED, AND THE NORTH FUND REQUIRES THAT FUNDS BE RETURNED IF REPORTS ARE NOT PROPERLY FILED OR IF FUNDS ARE NOT SPENT.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (7 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART III, LINE 3DURING THE 2021 TAX YEAR, NORTH FUND DID NOT CONDUCT ANY "CAPACITY BUILDING" PROGRAM ACTIVITY.
FORM 990, PART V, LINE 2A / FORM 990, PART VII, SECTION A:NEW VENTURE FUND (AN UNAFFILIATED ORGANIZATION EXEMPT FROM TAX UNDER IRC SECTION 501(C)(3)) IS A PAYROLL REPORTING AGENT FOR NORTH FUND UNDER THE IRS COMMON PAYMASTER RULES. UNDER THE ARRANGEMENT, NORTH FUND REIMBURSES NEW VENTURE FUND FOR ITS ALLOCATED SHARE OF SALARIES AND BENEFITS.
FORM 990, PART VI, SECTION A, LINE 3THE NORTH FUND CONTRACTS WITH ARABELLA ADVISORS, A COMPANY WITH EXPERTISE IN PHILANTHROPY AND NONPROFIT MANAGEMENT, TO PROVIDE ADMINISTRATIVE SUPPORT, ACCOUNTING SERVICES, AND LEGAL GUIDANCE RELATED TO THE FUND'S GRANTMAKING AND OPERATIONS.
FORM 990, PART VI, SECTION A, LINE 8BTHE ORGANIZATION DID NOT HAVE SEPARATE COMMITTEES IN 2021. ACCORDINGLY, FORM 990, PART VI, SECTION A, LINE 8B HAS BEEN ANSWERED "NO".
FORM 990, PART VI, SECTION B, LINE 11BTHE FORM 990 IS PREPARED BY AN INDEPENDENT TAX ACCOUNTANT AND REVIEWED BY THE ORGANIZATION'S LEGAL COUNSEL AND BOARD OF DIRECTORS PRIOR TO FILING WITH THE INTERNAL REVENUE SERVICE.
FORM 990, PART VI, SECTION B, LINE 12CALL BOARD MEMBERS ARE REQUIRED TO DISCLOSE CONFLICTS OF INTEREST. THE POLICY IS MONITORED AT THE BOARD LEVEL. COVERED INDIVIDUALS CANNOT VOTE ON MATTERS BEFORE THE BOARD WHEN THEY HAVE A CONFLICT IN THE MATTER. DISINTERESTED MEMBERS MUST DETERMINE WHETHER OR NOT THERE ARE ANY SUITABLE ALTERNATIVES TO POTENTIAL TRANSACTIONS THAT CAUSE CONFLICT. IF A COVERED PERSON IS FOUND IN VIOLATION OF THIS POLICY, IT MAY BE CAUSE FOR REMOVAL FROM THE BOARD OF DIRECTORS.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE CURRENTLY NOT MADE AVAILABLE TO THE PUBLIC.