What the amendment changed
Compared with the return it replaced , filed 6 August 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
Listed only on the later return
- Carolyn PincusCAROLYN PINCUS
Totals
- Total revenue
- $5,954,700
- Total expenses
- $3,222,534
- Contributions and grants received
- $5,488,973
- Grants paid
- $2,297,409
- Program service revenue
- $240,561
- Investment income
- $206,596
- Other revenue
- $18,570
- Total assets, end of year
- $7,467,276
- Total liabilities, end of year
- $173,983
- Net assets or fund balances, end of year
- $7,293,293
- Program services expenses (Part IX)
- $2,917,111
- Management and general expenses
- $305,423
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $2,917,111
Program services were 90.5% 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.
-
1b · Membership dues
$381,226
-
1f · All other contributions, gifts and grants
$5,107,747
-
1g · Noncash contributions included above
$492,353
-
2a · Program service revenue: CONFERENCES
total $240,561 · excluded $240,561
-
3 · Investment income
total $99,377 · excluded $99,377
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $704,685
-
7b · Less cost or other basis and sales expenses
securities $597,466
-
7c · Gain or loss
securities $107,219
-
7d · Net gain or loss
total $107,219 · related or exempt $107,219
-
8c · Net income from fundraising events
total $0
-
9c · Net income from gaming
total $0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: NET ERTC TAX REFUND
total $18,570 · excluded $18,570
-
11e · Other revenue, total
$18,570
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $2,297,409 · program services $2,297,409
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $0
-
5 · Compensation of officers, directors and key employees
total $157,759 · program services $85,004 · management and general $72,755
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $104,324 · program services $56,212 · management and general $48,112
-
8 · Pension plan contributions
total $0
-
9 · Other employee benefits
total $36,632 · program services $19,738 · management and general $16,894
-
10 · Payroll taxes
total $0
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $9,283 · management and general $9,283
-
11c · Fees: accounting
total $92,477 · management and general $92,477
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $22,869 · management and general $22,869
-
11g · Fees: other
total $22,496 · program services $1,150 · management and general $21,346
-
12 · Advertising and promotion
total $0
-
13 · Office expenses
total $20,180 · program services $11,063 · management and general $9,117
-
14 · Information technology
total $0
-
15 · Royalties
total $0
-
16 · Occupancy
total $0
-
17 · Travel
total $501 · management and general $501
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $432,341 · program services $432,341
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $3,917 · program services $2,154 · management and general $1,763
-
24a · Other expenses: STORAGE
total $17,558 · program services $9,658 · management and general $7,900
-
24b · Other expenses: TELEPHONE & UTILITIES
total $2,400 · program services $1,320 · management and general $1,080
-
24c · Other expenses: PAYROLL PROCESSING FEES
total $1,971 · program services $1,062 · management and general $909
-
24d · Other expenses: MISCELLANEOUS
total $417 · management and general $417
-
24e · All other expenses
total $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $943,183 · end of year $1,167,717
-
2 · Savings and temporary cash investments
end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $103,803 · end of year $81,481
-
10a · Land, buildings and equipment: cost or other basis
$7,665
-
10b · Land, buildings and equipment: accumulated depreciation
$7,665
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
beginning of year $2,727,637 · end of year $5,950,484
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
beginning of year $305,000 · end of year $265,000
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $4,217 · end of year $2,594
-
17 · Accounts payable and accrued expenses
beginning of year $15,147 · end of year $169,361
-
25 · Other liabilities
end of year $4,622
-
27 · Net assets without donor restrictions
beginning of year $3,640,740 · end of year $1,174,632
-
28 · Net assets with donor restrictions
beginning of year $427,953 · end of year $6,118,661
Mission and programs · 2023
Mission
THRESHOLD FOUNDATION (THE FOUNDATION) IS A COMMUNITY OF INDIVIDUALS UNITED BY OUR COMMITMENT TO CREATE A JUST, JOYFUL, AND GENERATIVE WORLD. FOR MORE THAN THREE DECADES, THE FOUNDATION HAS BEEN A CATALYST FOR SOCIAL AND ENVIROMENTAL CHANGE BY SEEDING HUNDREDS OF NASCENT ORGANIZATONS, AND BY SUPPORTING THE INCEPTION OF MULTIPLE DONOR NETWORKS AND SOCIALLY RESPONSIBLE BUSINESSES THROUGHOUT THE WORLD. WE ARE A MULTI-GENERATIONAL MEMBERSHIP ORGANIZATION DEVOTED TO ALIGNING OUR RESOURCES WITH OUR VALUES WHILE FOSTERING A FERTILE TRAINING GROUND FOR THE FULL AND AUTHENTIC EXPRESSION OF OUR PASSIONS AND PURPOSE.
Activities or mission (Part I)
TO CREATE A JUST, JOYFUL,AND GENERATIVE WORLD BY RAISING AND DISTRIBUTING FUNDS FOR PHILANTHROPIC PURPOSES TO INNOVATIVE NON-PROFIT ORGANIZATIONS IN THE AREAS OF ENVIROMENTAL SUSTAINABILITY, CIVIC PARTICIPATION, AND SOCIAL JUSTICE.
-
THE FOUNDATION PROMOTES INNOVATIVE NON-PROFIT ORGANIZATIONS IN THE AREAS OF ENVIROMENTAL SUSTAINABILITY, CIVIC PARTICIPATION, AND SOCIAL JUSTICE THROUGH GRANTMAKING AND PRESENTATION OF EDUCATIONAL CONFERENCES.
Expenses $2,917,111 · Grants $2,297,409 · Revenue $240,561
As filed on the 2023 return.
Listed in Part VII
-
Isaac GravesISAAC GRAVES
COO/FDN DIR
- Total calculated
- $157,759
- From this org
- $126,085
- From related orgs
- $0
- Other
- $31,674
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $126,085
- Bonus
- not reported
- Other
- not reported
- Deferred
- $3,850
- Nontaxable benefits
- $27,824
- Filer's total
- $157,759
-
Carolyn PincusCAROLYN PINCUS
DIRECTOR
- Total calculated
- $124,587
- From this org
- $112,083
- From related orgs
- $0
- Other
- $12,504
- Hours/week
- 40
-
Marsela PecanacMARSELA PECANAC
President
- Total calculated
- $0
- Hours/week
- 2
-
Josh MailmanJOSH MAILMAN
Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Karen SwiftKAREN SWIFT
FORMR TREASURE
- Total calculated
- $0
- Hours/week
- 1
-
Emily SchwartzEMILY SCHWARTZ
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Jim GollinJIM GOLLIN
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
James FerrariJAMES FERRARI
Treasurer
- Total calculated
- $0
- Hours/week
- 1
-
Leonard SobczakLEONARD SOBCZAK
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
-
Brad CoyBRAD COY
BOARD MEMBER
- Total calculated
- $0
- Hours/week
- 1
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
- 2 · Substantiation required before reimbursing expenses
- 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
-
$315,325
PROJECT-RELATED CONSERVATION
-
$200,800
GENERAL AND PROJECT-RELATED SUPPORT
-
$100,000
ADVANCE REPRODUCTIVE JUSTICE
-
$100,000
GENERAL SUPPORT
-
$100,000
GENERAL SUPPORT
-
$85,000
GENERAL SUPPORT
-
$72,000
GENERAL SUPPORT
-
$63,000
GENERAL SUPPORT
-
$60,000
GENERAL SUPPORT
-
$58,215
GENERAL SUPPORT
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442789349301409
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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