2021-05-03T15:39:58-05:00 2020-06-30 263753134 CBIZ MHM LLC 500 BOYLSTON STREET BOSTON MA 02116 990 2019-07-01 042261109 THIRD SECTOR NEW ENGLAND INC THIR 6175236565 LINCOLN PLAZA 89 SOUTH ST NO 70 BOSTON MA 02111 ELAINE NG CEO 6175236565 2021-03-24 1 BRENDA L BOOTH P01342395 6177610600 2021-03-24 2019 2022-09-23 18:48:47Z TSNE MISSIONWORKS ELAINE NG LINCOLN PLAZA 89 SOUTH ST NO 700 BOSTON MA 02111 89624482 0 X WWW.TSNE.ORG X 1959 MA THIRD SECTOR NEW ENGLAND PROVIDES INFORMATION AND SERVICES TO BUILD THE KNOWLEDGE, POWER AND EFFECTIVENESS OF NONPROFIT ORGANIZATIONS THAT ENGAGE PEOPLE IN COMMUNITY AND PUBLIC LIFE. WE ACT ALSO TO PROMOTE WIDER RECOGNITION OF COMMUNITY BASED ORGANIZATIONS AS THE PRIMARY STEWARDS OF OUR CORE SOCIETAL VALUES. THE ULTIMATE INTENTION OF OUR WORK IS TO CREATE A MORE JUST AND DEMOCRATIC SOCIETY. 11 11 577 75 0 0 49370944 43915611 19792617 19529701 1333714 4368157 2064662 2742050 72561937 70555519 6375240 7069924 0 0 30378102 33267009 279079 224231 1113737 22724254 22612466 59756675 63173630 12805262 7381889 105346204 110017543 21215428 23560857 84130776 86456686 X THIRD SECTOR NEW ENGLAND PROVIDES INFORMATION AND SERVICES TO BUILD THE KNOWLEDGE, POWER AND EFFECTIVENESS OF NONPROFIT ORGANIZATIONS THAT ENGAGE PEOPLE IN COMMUNITY AND PUBLIC LIFE. WE ACT ALSO TO PROMOTE WIDER RECOGNITION OF COMMUNITY BASED ORGANIZATIONS AS THE PRIMARY STEWARDS OF OUR CORE SOCIETAL VALUES. THE ULTIMATE INTENTION OF OUR WORK IS TO CREATE A MORE JUST AND DEMOCRATIC SOCIETY. 0 0 46690994 7069925 15638354 THROUGH AN ARRAY OF CAPACITY BUILDING SERVICES AND MANAGEMENT SUPPORT PROGRAMS, THIRD SECTOR NEW ENGLAND BUILDS THE LEADERSHIP AND EFFECTIVENESS OF INDIVIDUALS AND GROUPS TO CREATE A MORE JUST AND DEMOCRATIC SOCIETY.THIRD SECTOR NEW ENGLAND'S FISCAL SPONSORSHIP PROGRAM PROVIDES MANAGEMENT SUPPORT TO MISSION-DRIVEN GROUPS THAT FOCUS THEIR WORK ON ISSUES AFFECTING THE ROOT CAUSES OF SOCIAL PROBLEMS. WE SUPPORT ALL PROJECTS WITH A BROAD ARRAY OF ADMINISTRATIVE SERVICES. TSNE MANAGES NONPROFIT PROJECTS' FINANCES, GOVERNANCE, HUMAN RESOURCES, INSURANCE NEEDS AND OTHER INCREASINGLY COMPLEX COMPLIANCE ISSUES ASSOCIATED WITH RUNNING A STAND ALONE NONPROFIT. THROUGH THESE SUPPORT SERVICES FOR A VARIETY OF INDIVIDUAL PROJECTS, WE SEEK TO PROVIDE WIDER ACCESS TO RESOURCES & SERVICES FOR PEOPLE SYSTEMATICALLY DENIED FAIR ACCESS. PROJECT-BASED WORK ADDRESSES ISSUES SUCH AS CIVIL & OTHER BASIC HUMAN RIGHTS, ENVIRONMENTAL SUSTAINABILITY, FOOD SECURITY AND ACCESS TO HEALTH CARE, HOUSING AND EDUCATION 2437062 1492929 TSNE'S CONSULTING SERVICES ASSIST NON-PROFITS IN BUILDING ORGANIZATIONAL CAPACITY USING A WHOLE SYSTEMS APPROACH. A BROAD RANGE OF SERVICES ARE OFFERED THAT INCLUDE ORGANIZATIONAL ASSESSMENT, BOARD DEVELOPMENT, EXECUTIVE TRANSITIONS MANAGEMENT, SUCCESSION PLANNING, PROGRAM EVALUATION, AND STRATEGIC PLANNING. OUR CONSULTANTS ALSO ENGAGE IN FIELD BUILDING PROJECTS WHICH AFFECT COALITIONS OR HAVE BROAD COMMUNITY IMPACT. 4977961 2759670 THE NONPROFIT CENTER IS BOSTON'S HOME FOR PROGRESSIVE SOCIAL CHANGE NONPROFITS AND A RESOURCE FOR THE LARGER NONPROFIT COMMUNITY. WITH 110,000 SQUARE FEET OF OFFICE SPACE AND MEETING SPACE, THE CENTER IS A HUB FOR NONPROFITS IN THE BOSTON AREA. DEVELOPED USING SUSTAINABLE DESIGN, THE CENTER'S MISSION IS TO FOSTER COLLABORATION AND ENHANCE ORGANIZATIONAL STABILITY. THE CENTER'S TENANTS ARE MISSION-FOCUSED NONPROFITS COMMITTED TO MAKING A POSITIVE IMPACT IN THE COMMUNITIES THEY OPERATE AND ON THE CONSTITUENTS THEY SERVE. 54106017 1 1 0 1 0 0 0 0 0 0 1 0 0 0 1 1 1 0 0 1 1 1 0 1 1 0 0 1 0 1 1 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 648 0 1 577 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA AL CA CT FL GA IL KS MD MI MN MS NC NH NJ NY OR PA RI SC TN UT VA WI WV CO X NOAH STOCKMAN CFO 6175236565 89 SOUTH STREET BOSTON MA 02111 TAMMY DOWLEY-BLACKMAN PRESIDENT 0.25 X X 0 0 0 GERARDO ESPINOZA TREASURER 0.25 X X 0 0 0 MIKI AKIMOTO VICE PRESIDENT 0.25 X X 0 0 0 ANGELA BROWN BOARD MEMBER 0.25 X 0 0 0 RAHN DORSEY BOARD MEMBER 0.25 X 0 0 0 NANCY B GARDINER BOARD MEMBER 0.25 X 0 0 0 CHARLAYNE MURRELL-SMITH BOARD MEMBER 0.25 X 0 0 0 MARCOS POPOVICH CLERK 0.25 X X 0 0 0 MARJORIE RINGROSE BOARD MEMBER 0.25 X 0 0 0 CHERYL SCHAEFFER BOARD MEMBER 0.25 X 0 0 0 JAYE Y SMITH BOARD MEMBER 0.25 X 0 0 0 ELAINE NG CEO 37.50 X 239443 0 30767 ANDREW COX-STAVROS CFO (UNTIL 10/19) 37.50 X 228542 0 41829 LEONARD AUBREY INTERIM CFO 22.50 X 30552 0 0 SHANNON RUDISILL PROJECT DIRECTOR 37.50 X 176844 0 34940 SUSAN HIBBARD PROJECT DIRECTOR 37.50 X 183594 0 35731 SHERRI STEWART PROJECT DIRECTOR 37.50 X 180977 0 21266 LUZ D RIVERA HR DIRECTOR 37.50 X 160386 0 20216 JANE ELLEN STEVENS PROJECT DIRECTOR 37.50 X 175000 0 14990 1375338 0 199739 55 0 1 0 PRO MEETING MANAGEMENT 3219 ANRIC DRIVE EAU CLAIRE WI 54701 CONFERENCE DEVELOP. & PLANNING 822283 JEFFREY CAPIZZANO 142 11TH STREET SE WASHINGTON DC 20003 STRATEGY CONSULTING 520501 ARABELLA ADVISORS LLC 1201 CONNECTICUT AVE NW SUITE 300 WASHINGTON DC 20036 PROJECT DEVELOPMENT AND IMPLEMENTATION 387367 HARRIET DICHTER 535 TELNER STREET PHILADELPHIA PA 19118 CONSULTING ON QUALITY IMPROVEMENT 301751 JEANNA CAPITO 3102 PENDLETON COURT SAINT CHARLES IL 60175 CONSULTING ON FISCAL STRATEGY 188443 12 687533 9011199 34216879 70093 43915611 CONTRACT REVENUE 900099 15638881 15638881 RENTAL INCOME 900099 3301291 3301291 CONFERENCE REVENUE 900099 589529 589529 19529701 744288 744288 2374210 2374210 22683478 19059609 3623869 3623869 3623869 15942 9354 6588 6588 SALES REVENUE 900099 338649 338649 OTHER INCOME 900099 22603 22603 361252 70555519 19890953 0 6748955 X 6095538 6095538 974386 974386 2088346 1349914 707157 31275 24681497 20023564 4032832 625101 896866 709341 187525 3552407 2637031 811202 104174 2047893 1635071 362609 50213 249111 74715 174396 274924 6000 268924 43651 43651 224231 224231 11718680 11333067 343150 42463 103779 102243 62 1474 717119 626518 89712 889 2156863 2142241 11723 2899 1344236 1297990 35855 10391 1830780 1743436 83016 4328 481717 481717 1040008 1002315 37693 268473 83806 184667 SUPPLIES 1329509 864068 463619 1822 TELEPHONE 482079 427681 54104 294 PRINTING & PUBLICATIONS 223464 205866 5923 11675 EQUIPMENT RENTAL AND MA 148284 128542 19742 0 199789 117316 79965 2508 63173630 54106017 7953876 1113737 38767991 45915822 20981455 20088938 745651 865947 33542263 13712924 20638883 19829339 23336840 21980158 875384 1337339 105346204 110017543 6704038 6106556 1719522 4131748 12597260 12100217 194608 1222336 21215428 23560857 X 32436473 30131503 51694303 56325183 84130776 86456686 105346204 110017543 X 7381889 -3231031 -1824948 X 0 1 X 1 1 1 X 30491911 40949604 28184844 48790057 43228078 191644494 30491911 40949604 28184844 48790057 43228078 191644494 34339041 157305453 2387667 2857375 2566602 2985889 3118498 13916031 856 73888 49000 123744 205684269 98185687 0.76480 0.74270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 11227 32424 43651 62016242 62059893 1000000 250000 0 0 1000000 1000000 1000000 1000000 4000000 6000000 173921 58055 123224 43651 398851 250000 250000 250000 250000 1000000 1500000 1211 30916 71907 11227 115261 5576737 5576737 9845636 4577135 5268501 15884501 8451967 7432534 1406160 683822 722338 829229 829229 19829339 INTEREST RATE SWAP OBLIGATION 1222336 1222336 X 64846704 -3231031 241415 -2719199 -5708815 70555519 0 70555519 61723574 241415 9354 250769 61472805 1700825 1700825 63173630 PART X, LINE 2: TSNE ACCOUNTS FOR THE EFFECT OF ANY UNCERTAIN TAX POSITIONS BASED ON A "MORE LIKELY THAN NOT" THRESHOLD TO THE RECOGNITION OF THE TAX POSITIONS BEING SUSTAINED BASED ON THE TECHNICAL MERITS OF THE POSITION UNDER SCRUTINY BY THE APPLICABLE TAXING AUTHORITY. IF A TAX POSITION OR POSITIONS ARE DEEMED TO RESULT IN UNCERTAINTIES OF THOSE POSITIONS, THE UNRECOGNIZED TAX BENEFIT IS ESTIMATED BASED ON A "CUMULATIVE PROBABILITY ASSESSMENT" THAT AGGREGATES THE ESTIMATED TAX LIABILITY FOR ALL UNCERTAIN TAX POSITIONS. TSNE HAS IDENTIFIED ITS TAX STATUS AS A TAX EXEMPT ENTITY AND ITS TREATMENT OF REVENUE AS RELATED AND UNRELATED INCOME AS ITS ONLY TAX POSITIONS; HOWEVER, TSNE HAS DETERMINED THAT SUCH TAX POSITIONS DO NOT RESULT IN AN UNCERTAINTY REQUIRING RECOGNITION. TSNE IS NOT CURRENTLY UNDER EXAMINATION BY ANY TAXING JURISDICTIONS. TSNE'S FEDERAL AND STATE TAX RETURNS ARE GENERALLY OPEN FOR EXAMINATION FOR THREE YEARS FOLLOWING THE DATE FILED. PART XI, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 9,354. CHANGE IN FAIR VALUE OF INTEREST RATE SWAP OBLIGATION -1,027,728. DONATION OF BUILDING -1,700,825. PART XII, LINE 2D - OTHER ADJUSTMENTS: SPECIAL EVENT EXPENSES 9,354. PART XII, LINE 4B - OTHER ADJUSTMENTS: DONATION OF BUILDING 1,700,825. 1 CENTRAL AMERICA AND THE CARIBBEAN 0 1 PROGRAM SERVICES BLUE BUTTERLY COALITION CHILDREN'S MEDIA 403072 SOUTH AMERICA 0 1 PROGRAM SERVICES INTEGRITY INITIATIVES INTERNATIONAL ATTENDING A CONFERENCE 560 SUB-SAHARAN AFRICA 0 1 PROGRAM SERVICES OPEN BOOKS OPEN MINDS LITERACY PROJECT 5610 NORTH AMERICA 0 1 PROGRAM SERVICES NONPROFIT CENTERS NETWORK- DEVELOPMENT OF CUSTOM CRM 16830 EUROPE (INCLUDING ICELAND & GREENLAND) 0 1 PROGRAM SERVICES THE BUILD INITIATIVE CONSULTANT TO CREATE TEMPLATES 4757 SOUTH ASIA 0 1 PROGRAM SERVICES FTC POLICY COORDINATION 284353 EAST ASIA AND THE PACIFIC 0 0 GRANTMAKING 97506 SOUTH ASIA 0 0 GRANTMAKING 105000 EUROPE (INCLUDING ICELAND & GREENLAND) 0 0 GRANTMAKING 329510 SOUTH AMERICA 0 0 GRANTMAKING 209596 SUB-SAHARAN AFRICA 0 0 GRANTMAKING 232774 0 6 0 0 0 6 917688 771880 1689568 EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 40000 WIRE SOUTH ASIA SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 105000 WIRE SOUTH AMERICA SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 100000 WIRE SOUTH AMERICA SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 109596 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 132500 WIRE SUB-SAHARAN AFRICA SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 74100 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 80000 WIRE SUB-SAHARAN AFRICA SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 100000 WIRE EUROPE (INCLUDING ICELAND & GREENLAND) SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 77010 WIRE EAST ASIA AND THE PACIFIC SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 97506 WIRE SUB-SAHARAN AFRICA SUPPORT FINANCIAL TRANSPARENCY ACTIVITIES ON WORKPLAN AS MEMBERS OF FTC COORDINATING COMMITTEE 58674 WIRE 0 11 0 0 0 0 0 0 PART I, LINE 2: OUR PROCEDURES INCLUDE MANY DIFFERENT OPTIONS FOR MONITORING GRANTS WHICH MAY DIFFER BASED ON THE SIZE AND SCOPE OF THE GRANT. MONITORING TOOLS INCLUDE EXPLICIT DEFINITION IN THE GRANT AWARD OF HOW THE FUNDS ARE TO BE USED, PERIODIC MONITORING OF GRANTEE ACTIVITIES THROUGH WRITTEN REPORTS AND IN PERSON GRANTEE MEETINGS, AS WELL AS SITE VISITS. AT THE END WE RECEIVE A FINAL WRITTEN REPORT OF THE DISPOSITION OF GRANTEE FUNDS. PART III ACCOUNTING METHOD: X X X X X X X 1 COMMUNITY COUNSELING 527 MADISON 5TH FLOOR NEW YORK NY 10022 GENERAL CAMPAIGN 0 323894 110890 213004 BENTZ WHALEY FLESSNER & ASSOCIATES INC 7900 XERXES AVE SOUTH SUITE 980 MINNEAPOLIS MN 55431 GENERAL CAMPAIGN 0 72489 35025 37464 ENVOY GROWTH ADVISORS 21 BUTLER PLACE BROOKLYN NY 11238 GENERAL CAMPAIGN 0 13766 10000 3766 HELLER FUNDRAISING GROUP LLC 562 WEST 148TH ST 47 NEW YORK NY 10031 STRATEGIC PLANNING 0 1125 45000 0 ASHLEY BARRETT & ASSOCIATES LLC 56 CHAMPLIN ROAD SUNDERTOWN RI 02874 GRANTWRITING SUPPORT 0 0 6750 0 411274 207665 254234 MA CT ME WA DC VT RI MD MN MI NC OR MS NH NY ND OH PA SC VA AL AK CA CO FL DE GA HI IL IN NJ OK KS TN UT WI WV TX CARROT PROJECT 15942 15942 2214 6327 710 103 15942 15942 2214 6327 710 103 9354 6588 1 CITY OF JERSEY CITY DEPARTMENT OF HEALTH & HUMAN SERVICES 1 JACKSON SQUARE CITY HALL ANNEX JERSEY CITY NJ 07305 226002013 GOVERNMENT 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS GROW NYC 100 GOLD STREET SUITE 3300 NEW YORK NY 10038 132765465 501(C)(3) 5625 COVID RESPONSE/SUPPORT FUNDING TO FARMERS NEW DIRECTIONS HOSUING CORPORATION 1000 EAST LIBERTY STREET LOUISVILLE KY 40204 610715630 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS EVERTHRIVE ILLINOIS 1006 S MICHIGAN AVENUE SUITE 200 CHICAGO IL 60605 363651051 501(C)(3) 15000 PROJECT HOPE GRANT RICHMOND COMMUNTITY FOUNDATION 1014 FLORIDA AVENUE SUITE 200 RICHMOND CA 94804 943337764 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS UNIVERSITY OF NORTH CAROLINA AT CHAPEL HILL 104 AIRPORT DRIVE SUITE 2200 CB1350 CB1350 CHAPEL HILL NC 27599 566001393 501(C)(3) 258605 NETWORK FOR PUBLIC HEALTH LAW GLOBAL WITHNESS 1100 17TH STREET NW SUITE 501 WASHINGTON DC 20036 980493088 501(C)(3) 40000 FTC COORDINATING COMMITTEE MEMBER - STRATEGIC ADVOCACY FUND GLOBAL FINANCIAL INTERGRITY 1100 17TH STREET NW SUITE 505 WASHINGTON DC 20036 453359420 501(C)(3) 82668 FTC COORDINATING COMMITTEE MEMBER - STRATEGIC ADVOCACY FUND UNITED WAY OF GREATER LEHIGH VALLEY 1110 AMERICAN PARKWAY NE SUITE F-120 ALLENTOWN PA 18109 232657933 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS CALIFORNIA CHILD CARE RESOURCE AND REFERRAL NETWORK 1182 MARKET STREET SUITE 300 SAN FRANCISCO CA 94102 942718807 501(C)(3) 119000 RAISING CHILD CARE FUND GRANT AWARD CITY OF NEW LONDON FINANCE DEPARTMENT 13 MASONIC STREET NEW LONDON CT 06320 066001880 GOVERNMENT 10000 CONTRIBUTION TOWARDS BUILDING PLAYGROUND AT MCDONALD PARK MOTHERING JUSTICE 17320 LIVERNOIS AVENUE DETROIT MI 48221 453740989 501(C)(3) 29000 RAISING CHILD CARE FUND GRANT AWARD 9 TO 5 NATIONAL ASSOCIATION OF WORKING WOMEN INC 207 E BUFFALO STREET SUITE 211 MILWAUKEE WI 53202 341246311 501(C)(3) 79000 RAISING CHILD CARE FUND GRANT AWARD UNITED WAY OF BLAIR COUNTY 208 HOLIDAYSBURG PLAZA DUNCANSVILLE PA 16635 231362003 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS YUMA COUNTY PUBLIC HEALTH SERVICES DISTRICT 2200 WEST 28TH STREET YUMA AZ 85364 866000567 GOVERNMENT 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS ISAIAH 2356 UNIVERSITY AVE W SUITE 405 ST PAUL MN 55114 411957358 501(C)(3) 119000 RAISING CHILD CARE FUND GRANT AWARD CORNELL UNIVERSITY COOPERATIVE EXTENSION 24 MARTIN ROAD VOORHEESVILLE NY 12186 146036881 5625 COVID RESPONSE/SUPPORT FUNDING TO FARMERS MENTAL HEALTH LEGAL ADVISORS COMMITTEE CO FAMILY LAW PROJECT 24 SCHOOL STREET 8TH FLOOR BOSTON MA 02108 046002284 GOVERNMENT 28975 CLUBHOUSE FAMILY LEGAL SUPPORT 2020 OHIO ORGANIZING COLLABORATIVE 25 EAST BOARDMAN STREET SUITE 230 YOUNGSTOWN OH 44503 261601472 41500 RAISING CHILD CARE FUND GRANT AWARD CITY OF MINNEAPOLIS HEALTH DEPARTMENT ATTN GRETCHEN MUSICANT 250 S 4TH STREET ROOM 510 MINNEAPOLIS MN 55415 416005375 GOVERNMENT 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS THE REGENTS OF THE UNIVERSITY OF CALIFORNIA 2521 CHANNING WAY RM 219 BERKELEY CA 94720 946002123 501(C)(3) 706909 CSCCE POLICIES AND PRACTICES RESEARCH PARTNERSHIP ALABAMA PARTNERSHIP FOR CHILDREN 2529 BELL ROAD MONTGOMERY AL 36117 631287120 501(C)(3) 100000 CALIFORNIA PROJECT HOPE URBAN GUILD INC 260 WASHINGTON STREET DORCHESTER MA 02121 814200729 501(C)(3) 1700825 BOOK DONATION OF 260 WASHINGTON STREET PROPERTY PRICHARD COMMITTEE FOR ACADEMIC EXCELLENCE 271 WEST SHORT STREET SUITE 202 LEXINGTON KY 40507 611026214 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS ATHENS CITY-COUNTY HEALTH DEPARTMENT 278 WEST UNION STREET ATHENS OH 45701 316400063 GOVERNMENT 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS HEALING BROKEN CIRCLES 2804 N HIGH ST 82208 COLUMBUS OH 43202 472634220 501(C)(3) 5000 HONORARIUM FOR 2019 CBUS TRAINING COASTAL ENTERPRISES 30 FEDERAL STREET SUITE 100 BRUNSWICK ME 04011 010347504 501(C)(3) 5625 JMF NORTH EAST FOOD SYSTEMS RESILIENCE FUND WORCESTER REGIONAL CHAMBER OF COMMERCE 311 MAIN STREET SUITE 200 WORCESTER MA 01608 041988780 501(C)(6) 7901 FOOD HUB GRANT RARITAN BAY AREA YMCA 357 NEW BRUNSWICK AVENUE PERTH AMBOY NJ 08861 221487390 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS GLYNWOOD CENTER INC 362 GLYNWOOD ROAD COLD SPRING NY 10516 133852957 501(C)(3) 5625 COVID RESPONSE/SUPPORT FUNDING TO FARMERS NEW BRUNSWICK TOMORROW 390 GEORGE STREET 2ND FLOOR NEW BRUNSWICK NJ 08901 510137783 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS HOUSING AUTHORITY OF THE CITY OF STAMFORD DBA CHARTER OAKS COMMUNITIES 40 CLINTION AVENUE SUITE 101 STAMFORD CT 06901 066000416 GOVERNMENT 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS OLE EDUCATION FUND 411 BELLAMAH NW ALBUQUERQUE NM 87102 271275857 501(C)(3) 119000 CHILD CARE JUSTICE FOR ALL PROJECT CENTER FOR ECONOMIC DEMOCRACY 434 MASSACHUSETTS AVENUE BOSTON MA 02118 473589804 501(C)(3) 10000 SEI COHORT PARTICIPATION & CONTRIBUTION FIRST HALF CRIM FITNESS FOUNDATION INC 452 S SAGINAW STREET SUITE 1 FLINT MI 48502 382595169 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS TRIBAL CHILD CARE ASSOCIATION OF CALIFORNIA 50 WINTUN ROAD COLUSA CA 95932 472853542 501(C)(3) 100000 ALABAMA PROJECT HOPE UNIVERSITY OF MARYLAND 500 WEST BALTIMORE STREET BALTIMORE MD 21201 526002033 501(C)(3) 414270 EFFECTIVE USE OF LAW TO ADVANCE A CULTURE OF HEALTH UNIVERSITY OF MICHIGAN 5000 WOLVERINE TOWER 3003 SOUTH STATE STREET ANN ARBOR MI 48109 386006309 501(C)(3) 394484 EFFECTIVE USE OF LAW TO ADVANCE A CULTURE OF HEALTH PATHWAYS TO HEALTH COMMUNITY PARTNERSHIP INC 5051 S 129TH E AVE TULSA OK 74134 472305605 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS COALITION FOR SOCIAL JUSTICE EDUCATION FUND 56 N MAIN STREET SUITE 403 FALL RIVER MA 02720 043351827 501(C)(3) 119000 RAISING CHILD CARE FUND GRANT AWARD VERMONT HOUSING AND CONSERVATION BOARD 58 EAST STATE STREET MONTPELIER VT 05602 030311984 GOVERNMENT 5625 COVID RESPONSE/SUPPORT FUNDING TO FARMERS THE HEALTH COLLABORATIVE 615 ELSINORE PLACE SUITE 500 CINCINNATI OH 45202 311449807 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS BEYOND HOUSING INC 6506 WRIGHT WAY ST LOUIS MO 63121 510179471 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS ARIZONA STATE UNIVERSITY OFFICE OF RESEARCH & SPONORED PROJECTS 660 S MILL AVE SUITE 312 TEMPE AZ 85281 860196696 501(C)(3) 435495 EFFECTIVE USE OF LAW TO ADVANCE A CULTURE OF HEALTH PALM HEALTHCARE FOUNDATION INC 700 SOUTH DIXIE HIGHWAY SUITE SUITE 205 WEST PALM BEACH FL 33401 592391119 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS PAUL J AICHER FOUNDATION 75 CHARTER OAK AVE SUITE 2-300 HARTFORD CT 06106 061074292 501(C)(3) 440179 EVERYDAY DEMOCRACY REGRANT COMMUNITY FOOD INITIATIVES 94 COLUMBUS ROAD BUILDING C ATHENS OH 45701 311375388 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS ORLEANS COUNTY CHILD ADVOCAY CENTER PO BOX 1133 NEWPORT VT 05855 223466929 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS FAMILY FORWARD OREGON PO BOX 15146 PORTLAND OR 97293 800436735 501(C)(3) 119000 RAISING CHILD CARE FUND GRANT AWARD WEST CENTRAL MOUNTAIN YOUTH ADVOCACY COALITION PO BOX 1761 MCCALL ID 83638 825081193 501(C)(3) 20000 2019-20 COMMUNITY COLLABORATIVE LEARNING FUNDS WHITE EARTH BAND OF CHIPPEWA INDIANS PO BOX 270 WHITE EARTH MN 56591 411737979 GOVERNMENT 15000 COVID-19 RELIEF LAND FOR GOOD INC PO BOX 625 KEENE NH 03431 020530711 501(C)(3) 5625 COVID RESPONSE/SUPPORT FUNDING TO FARMERS ALLIANCE FOR EARLY SUCCESS PO BOX 6756 LEAWOOD KS 66206 262797011 501(C)(3) 19810 GRANT FOR WORKFORCE POLICY CONVENING AMENDMENT OUNCE OF PREVENTION FUND PO BOX 775834 CHICAGO IL 60677 363186328 25000 IL EARLY CHILDHOOD EDUCATION HUDSON VALLEY AGRIBUSINESS DEVELOPMENT CORPORATION 507 WARREN STREET 2ND FLOOR HUDSON NY 12534 753225637 501(C)(3) 17625 COVID RESPONSE/SUPPORT FUNDING TO FARMERS PUBLIC POLICY & EDUCATION FUND OF NY CO ALLIANCE FOR QUALITY EDUCATION 94 CENTRAL AVENUE ALBANY NY 12206 133364209 79000 RAISING CHILD CARE FUND GRANT AWARD 50 6 PART I, LINE 2: OUR PROCEDURES INCLUDE MANY DIFFERENT OPTIONS FOR MONITORING GRANTS WHICH MAY DIFFER BASED ON THE SIZE AND SCOPE OF THE GRANT. MONITORING TOOLS INCLUDE EXPLICIT DEFINITION IN THE GRANT AWARD OF HOW THE FUNDS ARE TO BE USED, PERIODIC MONITORING OF GRANTEE ACTIVITIES THROUGH WRITTEN REPORTS AND IN PERSON GRANTEE MEETINGS, AS WELL AS SITE VISITS. AT THE END WE RECEIVE A FINAL WRITTEN REPORT OF THE DISPOSITION OF GRANTEE FUNDS. X X X X 1 0 0 0 0 0 0 0 0 ELAINE NG CEO 239135 0 0 0 308 0 8380 0 22387 0 270210 0 0 0 ANDREW COX-STAVROS CFO (UNTIL 10/19) 175350 0 0 0 53192 0 17527 0 24302 0 270371 0 0 0 SHANNON RUDISILL PROJECT DIRECTOR 176536 0 0 0 308 0 6181 0 28759 0 211784 0 0 0 SUSAN HIBBARD PROJECT DIRECTOR 183286 0 0 0 308 0 12847 0 22884 0 219325 0 0 0 SHERRI STEWART PROJECT DIRECTOR 180669 0 0 0 308 0 11101 0 10165 0 202243 0 0 0 LUZ D RIVERA HR DIRECTOR 160078 0 0 0 308 0 4773 0 15443 0 180602 0 0 0 JANE ELLEN STEVENS PROJECT DIRECTOR 174800 0 0 0 200 0 6125 0 8865 0 189990 0 0 0 PART I, LINE 4A ANDREW COX-STAVROS RECEIVED A SEVERANCE PAYMENT OF $52,944. A MASS DEVELOPMENT FINANCE AGENCY 043431814 000000000 2010-02-01 15885000 TO REDEEM THE 11/1/2004 ISSUE 0 0 0 A 15885000 15885000 2010 1 0 1 1 A 0 1 1 1 0 0.00000 0.00000 0.00000 0 0 1 A 0 0 1 0 1 0 0 0 1 A 1 X 8 70093 FAIR MARKET VALUE 0 0 1 0 PART I, COLUMN (B): THE NUMBER IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF GIFTS. FORM 990, PART VI, SECTION B, LINE 11B THE 990 WAS REVIEWED BY THE FINANCE COMMITTEE OF THE BOARD PRIOR TO FILING AND WAS PROVIDED TO ALL BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C ALL OFFICERS, DIRECTORS, AND EMPLOYEES ARE RESPONSIBLE FOR AVOIDING SITUATIONS WHICH PLACE THEM IN CONFLICT OR APPARENT CONFLICT WITH THEIR DUTIES AT TSNE AND ARE REQUIRED TO SIGN A CONFLICT OF INTEREST DISCLOSURE FORM ANNUALLY. THE EXECUTIVE DIRECTOR REVIEWS THE FORMS AND DETERMINES IF A POTENTIAL CONFLICT EXISTS. IF A POTENTIAL CONFLICT IS FOUND TO EXIST, THAT PERSON IS PROHIBITED FROM PARTICIPATING IN THE DELIBERATIONS AND DECISIONS ON THE CONFLICTING MATTER. THIS POLICY STATEMENT COVERS SOME, BUT NOT ALL SUCH SITUATIONS. EMPLOYEES SHOULD SEEK GUIDANCE IN ADVANCE FROM THE EXECUTIVE DIRECTOR WHENEVER THE POTENTIAL FOR SUCH CONFLICT OF INTEREST ARISES. NO EMPLOYEE OF TSNE SHALL SERVE ON A GOVERNING BOARD OR COMMITTEE OF ANY ORGANIZATION CONTRACTING WITH, MAKING GRANTS TO, OR RECEIVING GRANTS FROM TSNE, EXCEPT WITH THE EXPRESS, WRITTEN APPROVAL OF TSNE'S EXECUTIVE DIRECTOR. THE EXECUTIVE DIRECTOR'S PARTICIPATION ON A BOARD OR COMMITTEE AS DESCRIBED ABOVE SHALL REQUIRE THE WRITTEN APPROVAL OF THE PRESIDENT. IN NO CASE SHALL A TSNE OFFICER, DIRECTOR OR EMPLOYEE VOTE OR TAKE AN ACTIVE PART IN DISCUSSION OF A GRANT OR CONTRACT BETWEEN TSNE AND AN ORGANIZATION OF WHICH HE OR SHE IS A MEMBER OR DIRECTOR. TSNE RECOGNIZES THAT SOME STAFF MAY, ON OCCASION, WISH TO CONTRACT WITH INDIVIDUALS OR ORGANIZATIONS TO PROVIDE CONSULTATION OR OTHER PROFESSIONAL SERVICES ON AN INDEPENDENT CONTRACTUAL BASIS. ALL SUCH OUTSIDE CONSULTING AND CONTRACTUAL ARRANGEMENTS MUST BE APPROVED BY THE EXECUTIVE DIRECTOR (OR, IN THE CASE OF THE EXECUTIVE DIRECTOR, BY THE PRESIDENT). DECISIONS REGARDING APPROVAL OR DISAPPROVAL OF SUCH OUTSIDE WORK ARE WITHIN THE SOLE DISCRETION OF THE EXECUTIVE DIRECTOR (OR PRESIDENT). APPROVAL WILL NOT BE GRANTED IN CASES IN WHICH TSNE IS OFFERING OR MIGHT REASONABLY CONSIDER OFFERING SIMILAR SERVICES. APPROVAL WILL ALSO BE DENIED IN INSTANCES WHICH IN THE JUDGMENT OF THE DECISION-MAKER CONSTITUTE A CONFLICT OF INTEREST OR THE APPEARANCE OF SUCH A CONFLICT. VIOLATION OF THIS POLICY MAY RESULT IN DISCIPLINARY ACTION UP TO AND INCLUDING TERMINATION OF EMPLOYMENT. FORM 990, PART VI, SECTION B, LINE 15A TSNE'S EXECUTIVE DIRECTOR COMPENSATION IS DETERMINED THROUGH REVIEW AND APPROVAL OF THE COMPENSATION COMMITTEE OF BOARD OF DIRECTORS. THIS COMMITTEE MAKES USE OF COMPARABLE COMPENSATION DATA FOR SIMILARLY SITUATED ORGANIZATIONS, AND MAINTAINS MINUTES OF ITS DELIBERATIONS. THE LAST TIME THIS REVIEW WAS CONDUCTED WAS DECEMBER 2019. FORM 990, PART VI, SECTION C, LINE 19 THE FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE UPON REQUEST. THE FORM 990 IS AVAILABLE THROUGH THE MASSACHUSETTS ATTORNEY GENERAL'S DIVISION OF PUBLIC CHARITIES WEBSITE AND NATIONAL DATA SOURCES SUCH AS GUIDESTAR. FORM 990, PART IX, LINE 11G AGRICULTURE: PROGRAM SERVICE EXPENSES 923,864. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 923,864. CET PRACTICE: PROGRAM SERVICE EXPENSES 727,641. MANAGEMENT AND GENERAL EXPENSES 94,511. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 822,152. EDUCATION: PROGRAM SERVICE EXPENSES 7,128,855. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 42,463. TOTAL EXPENSES 7,171,318. HEALTH: PROGRAM SERVICE EXPENSES 464,368. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 464,368. OTHER: PROGRAM SERVICE EXPENSES 64,397. MANAGEMENT AND GENERAL EXPENSES 248,639. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 313,036. STIPENDS: PROGRAM SERVICE EXPENSES 84,093. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 84,093. WORKFORCE DEVELOPMENT: PROGRAM SERVICE EXPENSES 1,939,849. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,939,849. FORM 990, PART XI, LINE 9: CHANGE IN FAIR VALUE OF INTEREST RATE SWAP OBLIGATION -1,027,728. IMPACT OF ADOPTION OF ASU 2018-08 -797,220.