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Nonprofiteer
← BOREALIS PHILANTHROPY

Form 990 for tax year 2022

Filed by BOREALIS PHILANTHROPY.

Totals

Total revenue
$37,532,996
Total expenses
$45,590,858
Contributions and grants received
$37,178,189
Grants paid
$36,864,079
Program service revenue
$0
Investment income
$354,807
Other revenue
$0
Total assets, end of year
$88,580,581
Total liabilities, end of year
$11,409,800
Net assets or fund balances, end of year
$77,170,781
Program services expenses (Part IX)
$41,918,956
Management and general expenses
$3,259,990
Fundraising expenses
$411,912
Program service expenses (Part III)
$41,918,956

Program services were 91.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1f · All other contributions, gifts and grants

    $37,178,189

  • 3 · Investment income

    total $354,807 · excluded $354,807

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $36,864,079 · program services $36,864,079

  • 5 · Compensation of officers, directors and key employees

    total $260,505 · program services $226,392 · management and general $34,113

  • 7 · Other salaries and wages

    total $4,396,769 · program services $2,691,650 · management and general $1,417,201 · fundraising $287,918

  • 8 · Pension plan contributions

    total $164,647 · program services $102,667 · management and general $50,978 · fundraising $11,002

  • 9 · Other employee benefits

    total $442,116 · program services $273,624 · management and general $140,336 · fundraising $28,156

  • 10 · Payroll taxes

    total $331,937 · program services $207,732 · management and general $103,580 · fundraising $20,625

  • 11a · Fees: management

    total $1,880,606 · program services $1,183,197 · management and general $641,788 · fundraising $55,621

  • 11b · Fees: legal

    total $618 · management and general $618

  • 11c · Fees: accounting

    total $17,508 · management and general $17,508

  • 12 · Advertising and promotion

    total $225 · management and general $225

  • 13 · Office expenses

    total $363,331 · program services $5,756 · management and general $357,575

  • 14 · Information technology

    total $298,560 · program services $8,833 · management and general $284,920 · fundraising $4,807

  • 16 · Occupancy

    total $7,973 · management and general $7,973

  • 17 · Travel

    total $159,827 · program services $123,384 · management and general $34,155 · fundraising $2,288

  • 19 · Conferences, conventions and meetings

    total $308,945 · program services $231,642 · management and general $75,808 · fundraising $1,495

  • 23 · Insurance

    total $43,942 · management and general $43,942

  • 24a · Other expenses: DUES AND MEMBERSHIPS

    total $33,499 · management and general $33,499

  • 24b · Other expenses: LICENSE AND FEES

    total $6,219 · management and general $6,219

  • 24c · Other expenses: SUPPLIES

    total $5,117 · management and general $5,117

  • 24d · Other expenses: MISCELLANEOUS

    total $4,435 · management and general $4,435

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $687,242 · end of year $1,286,829

  • 2 · Savings and temporary cash investments

    beginning of year $73,734,920 · end of year $70,479,500

  • 3 · Pledges and grants receivable

    beginning of year $18,606,512 · end of year $16,730,220

  • 9 · Prepaid expenses and deferred charges

    beginning of year $92,635 · end of year $83,372

  • 15 · Other assets

    beginning of year $660 · end of year $660

  • 17 · Accounts payable and accrued expenses

    beginning of year $463,156 · end of year $621,375

  • 18 · Grants payable

    beginning of year $7,653,640 · end of year $10,788,425

  • 27 · Net assets without donor restrictions

    beginning of year $13,171,711 · end of year $13,250,584

  • 28 · Net assets with donor restrictions

    beginning of year $71,833,462 · end of year $63,920,197

Mission and programs · 2022

Mission

BOREALIS PHILANTHROPY DIRECTS RESOURCES TO PEOPLE BUILDING POWERFUL, THRIVING COMMUNITIES THAT SERVE ALL OF US, WITH THOSE MOST IMPACTED BY INJUSTICE LEADING THE WAY. WE INVEST IN LEADERS, ORGANIZATIONS, AND MOVEMENTS USING DIVERSE AND INNOVATIVE STRATEGIES TO PURSUE TRANSFORMATIONAL CHANGE, AND WE WORK WITH DONORS TO SUPPORT MOVEMENTS IN WAYS THEY MAY NOT BE ABLE TO DO ON THEIR OWN. THROUGH OUR WORK WITH BOTH FUNDERS AND GRANTEE PARTNERS, WE AIM TO SHIFT POWER AND INVEST IN COMMUNITIES.

  • THE BLACK-LED MOVEMENT FUND SUPPORTS THE MOVEMENT FOR BLACK LIVES (M4BL) AND OTHER POLITICALLY ALIGNED ORGANIZATIONS SO THAT IT CAN BETTER SHAPE POLICY AGENDAS FOR BLACK COMMUNITIES, CREATE ALTERNATIVES TO INSTITUTIONS THAT HAVE BEEN HARMFUL TO BLACK PEOPLE, AND BUILD LOCAL BLACK COMMUNITY POWER. THE FUND PROVIDES A DEDICATED VEHICLE FOR FUNDERS TO SUPPORT THE ECOSYSTEM OF GRASSROOTS, BLACK-LED POWER BUILDING ORGANIZATIONS WORKING TOWARDS COMMUNITY SAFETY, JUSTICE, AND LIBERATION.2022 HIGHLIGHTS:$7.9M IN ORGANIZATIONAL DEVELOPMENT GRANTS TO 71 GRANTEE PARTNERS$380,000 IN SPECIAL OPPORTUNITY GRANTS TO 6 GRANTEE PARTNERS$1.25M IN RAPID RESPONSE GRANTS TO 36 GRANTEE PARTNERS

    Expenses $8,672,038 · Grants $7,983,012

  • THE RACIAL EQUITY IN JOURNALISM FUND INVESTS IN NEWS ORGANIZATIONS LED BY AND FOR PEOPLE OF COLOR. THE FUND BOLSTERS A STRONG, DIVERSE, AND INDEPENDENT MEDIA SECTOR THAT INCREASES CIVIC ENGAGEMENT FOR COMMUNITIES OF COLOR BY REACHING THEM WITH VITAL, RELEVANT INFORMATION.2022 HIGHLIGHTS:$5.3M IN GRANTS44 POC-LED AND SERVING NEWS ORGANIZATION GRANTEE PARTNERS

    Expenses $6,064,847 · Grants $5,343,990

  • THE COMMUNITIES TRANSFORMING POLICING FUND RESOURCES LOCAL COMMUNITIES IMPACTED BY DEADLY AND DISCRIMINATORY POLICING PRACTICES TO BUILD POWER, INCREASE POLICE ACCOUNTABILITY AND TRANSPARENCY, AND REDEFINE SAFETY BY ADVOCATING FOR INVESTMENT IN COMMUNITY-BASED PROGRAMS AND SERVICES AS ALTERNATIVES TO POLICE, JAILS, AND PRISONS.2022 HIGHLIGHTS:$5.2M IN GRANTS INCLUDING MULTI-YEAR COMMITMENTS64 GRANTEE PARTNERS IN 28 STATES, DC, AND PUERTO RICO

    Expenses $5,745,887 · Grants $5,297,018

  • THE DISABILITY INCLUSION FUND SUPPORTS U.S. GROUPS RUN BY AND FOR PEOPLE WITH DISABILITIES TO LEAD TRANSFORMATIONAL CHANGE. THE FUND IS SUPPORTED BY THE PRESIDENTS' COUNCIL ON DISABILITY INCLUSION, WHICH COMMITTED $20 MILLION OVER THE NEXT FIVE YEARS TO SUPPORT DISABILITY INCLUSION AS PART OF IMPROVING DIVERSITY, EQUITY, AND INCLUSION WITHIN PHILANTHROPY.

    Expenses $4,790,985 · Grants $4,249,954

  • THE SPARK JUSTICE FUND RESOURCES GRASSROOTS ORGANIZING GROUPS THAT ARE ENDING MONEY BAIL AND UNJUST PRETRIAL DETENTION POLICIES. GRANTEES' LONGER-TERM GOALS ARE TO SIGNIFICANTLY REDUCE JAIL POPULATIONS, DECRIMINALIZE POVERTY, AND REDUCE DISPARITIES FOR LOW-INCOME COMMUNITIES OF COLOR, INCLUDING FOR WOMEN OF COLOR AND OTHER MARGINALIZED PEOPLE.

    Expenses $3,790,519 · Grants $3,435,336

  • THE FUND FOR TRANS GENERATIONS INVESTS IN TRANS-LED ORGANIZING TO SUPPORT A FUTURE WHERE TRANSGENDER, GENDER NON-CONFORMING, AND NONBINARY PEOPLE LIVE WITH FREEDOM, SAFETY, AND SELF-DETERMINATION.

    Expenses $3,710,964 · Grants $3,305,951

  • THE EMERGING LGBTQ LEADERS OF COLOR FUND* SUPPORTS THE ROLE THAT YOUNG TRANS AND QUEER LEADERS PLAY TO SUPPORT PRO-LGBTQ, RACIAL JUSTICE MOVEMENTS IN BECOMING MORE CONNECTED, INCLUSIVE, AND THUS MORE POWERFUL. THE FUND INVESTS IN LEADERS AND ORGANIZATIONS WHO UNDERSTAND THAT THE ISSUES LIKE COMMUNITY SAFETY, REPRODUCTIVE JUSTICE, IMMIGRANT RIGHTS, AND OTHERS DO NOT EXIST IN ISOLATION FROM EACH OTHER, AND WHO APPROACH LIBERATION WORK FROM A PLACE OF INCLUSION. THESE LEADERS ENVISION AND IMPLEMENT ORGANIZING STRATEGIES THAT ADDRESS HOW THESE ISSUES INTERSECT.*FORMERLY THE TRANSFORMING MOVEMENTS FUND

    Expenses $3,030,294 · Grants $2,697,391

  • THE RACIAL EQUITY IN PHILANTHROPY FUND INVESTS IN PHILANTHROPY- SERVING ORGANIZATIONS TO INFORM, EDUCATE, AND EQUIP FUNDERS TO INTEGRATE RACIAL EQUITY POLICIES AND PRACTICES INTO THEIR GRANTMAKING AND PROGRAMS. THE FUND SEEKS TO NORMALIZE GRANTMAKING STRATEGIES THAT PRIORITIZE STRUCTURAL CHANGE, WITH THE ULTIMATE AIM OF ENDING RACIAL DISPARITIES.

    Expenses $2,591,801 · Grants $2,325,489

  • THE RACIAL EQUITY TO ACCELERATE CHANGE FUND IS EXPANDING THE CAPACITY OF RACIAL EQUITY CONSULTANTS TO WORK WITH NONPROFIT ORGANIZATIONS. THE FUND INVESTS IN PRACTITIONERS TO DEVELOP AND SCALE TOOLS AND STRATEGIES FOR THE BENEFIT OF THE NONPROFIT SECTOR.

    Expenses $2,331,868 · Grants $2,133,958

  • OTHER PROGRAMS

    Expenses $1,189,753 · Grants $91,981

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • CHARLES LONG

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • EBONY HARPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • INCA MOHAMMED

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ISABEL SOUSA-RODRIGUEZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SIMRAN NOOR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • AMORETTA MORRIS

    PRESIDENT

    Total calculated
    $226,392
    From this org
    $208,273
    From related orgs
    $0
    Other
    $18,119
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $208,273
    Bonus
    $0
    Other
    $0
    Deferred
    $8,147
    Nontaxable benefits
    $9,972
    Filer's total
    $226,392

  • JENNIFER CHING

    BOARD CHAIR

    Total calculated
    $0
    Hours/week
    3

  • JEANNE BELL

    TREASURER

    Total calculated
    $0
    Hours/week
    3

  • GARLAND YATES

    SECRETARY

    Total calculated
    $0
    Hours/week
    3

  • REBECCA LUXENBERG

    DIRECTOR OF FINANCE (STARTED 10/22)

    Total calculated
    $34,113
    From this org
    $28,765
    From related orgs
    $0
    Other
    $5,348
    Hours/week
    40

  • MAYA WIENER-BERKOWITZ

    DIRECTOR OF DEVELOPMENT

    Total calculated
    $191,074
    From this org
    $173,442
    From related orgs
    $0
    Other
    $17,632
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,442
    Bonus
    $0
    Other
    $0
    Deferred
    $12,858
    Nontaxable benefits
    $4,774
    Filer's total
    $191,074

  • RYAN LI DAHLSTROM

    DIRECTOR OF PROGRAMS

    Total calculated
    $189,823
    From this org
    $173,742
    From related orgs
    $0
    Other
    $16,081
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $173,742
    Bonus
    $0
    Other
    $0
    Deferred
    $9,269
    Nontaxable benefits
    $6,812
    Filer's total
    $189,823

  • WINIFRED OLLIFF

    DIRECTOR OF OPERATIONS

    Total calculated
    $186,566
    From this org
    $171,194
    From related orgs
    $0
    Other
    $15,372
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $171,194
    Bonus
    $0
    Other
    $0
    Deferred
    $8,991
    Nontaxable benefits
    $6,381
    Filer's total
    $186,566

  • JULIA BEATTY

    PROGRAM FUND DIRECTOR

    Total calculated
    $166,281
    From this org
    $150,831
    From related orgs
    $0
    Other
    $15,450
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $150,831
    Bonus
    $0
    Other
    $0
    Deferred
    $9,450
    Nontaxable benefits
    $6,000
    Filer's total
    $166,281

  • MAKKAH ALI

    PROGRAM FUND DIRECTOR

    Total calculated
    $150,328
    From this org
    $143,546
    From related orgs
    $0
    Other
    $6,782
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $143,546
    Bonus
    $0
    Other
    $0
    Deferred
    $2,078
    Nontaxable benefits
    $4,704
    Filer's total
    $150,328

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

Schedule J

Answered yes

  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee

Answered no

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

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

Grants on this return

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type
form_990
Tax year
2022
Filed
7 July 2023
IRS schema version
2022v5.0
Source object
202341999349301509

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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