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Nonprofiteer
← GREATER WASHINGTON COMMUNITY FOUNDATION

Form 990 for tax year 2022

Filed by GREATER WASHINGTON COMMUNITY FOUNDATION.

What the amendment changed

Compared with the return it replaced , filed 31 January 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.

Contributions and grants received
$87,297,638 changed to $88,578,667
Other revenue
$1,322,855 changed to $41,826

Listed only on the earlier return

  • ANNA A HARGRAVE

Listed only on the later return

  • DARCELLE WILSON

Listed under a different title

  • REBECCA ROTHEY: FORMER VP & Phil (Thru 12/22) then FORMER VP & Phil (Thru 10/22)

Totals

Total revenue
$93,501,525
Total expenses
$107,432,835
Contributions and grants received
$88,578,667
Grants paid
$98,781,895
Program service revenue
$0
Investment income
$4,881,032
Other revenue
$41,826
Total assets, end of year
$477,271,238
Total liabilities, end of year
$13,362,903
Net assets or fund balances, end of year
$463,908,335
Program services expenses (Part IX)
$100,403,720
Management and general expenses
$5,577,804
Fundraising expenses
$1,451,311
Program service expenses (Part III)
$100,403,720

Program services were 93.5% 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.

  • 1c · Fundraising events

    $1,491,700

  • 1e · Government grants (contributions)

    $413,493

  • 1f · All other contributions, gifts and grants

    $86,673,474

  • 1g · Noncash contributions included above

    $55,475,680

  • 3 · Investment income

    total $16,919,759 · unrelated business $26,432 · excluded $16,893,327

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6a · Gross rents

    real property $236,753

  • 6c · Rental income or loss

    real property $236,753 · personal property $0

  • 6d · Net rental income or loss

    total $236,753 · excluded $236,753

  • 7a · Gross sales of assets other than inventory

    securities $281,123,179

  • 7b · Less cost or other basis and sales expenses

    securities $293,161,906

  • 7c · Gain or loss

    securities -$12,038,727

  • 7d · Net gain or loss

    total -$12,038,727 · excluded -$12,038,727

  • 8a · Fundraising events: gross income

    $52,280

  • 8a · Fundraising events: contributions included on line 1c

    $1,491,700

  • 8b · Fundraising events: direct expenses

    $519,328

  • 8c · Net income from fundraising events

    total -$467,048 · excluded -$467,048

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: FEES FOR SERVICE

    total $176,318 · excluded $176,318

  • 11b · Other revenue: OTHER INCOME

    total $81,856 · excluded $81,856

  • 11c · Other revenue: MANAGEMENT FEES

    total $13,947 · excluded $13,947

  • 11e · Other revenue, total

    $272,121

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $97,817,412 · program services $97,817,412

  • 2 · Grants to domestic individuals

    total $305,050 · program services $305,050

  • 3 · Grants to foreign organizations and individuals

    total $659,433 · program services $659,433

  • 4 · Benefits paid to or for members

    total $0

  • 5 · Compensation of officers, directors and key employees

    total $1,021,911 · program services $146,452 · management and general $482,383 · fundraising $393,076

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $2,312,411 · program services $618,635 · management and general $1,435,702 · fundraising $258,074

  • 8 · Pension plan contributions

    total $119,089 · program services $27,326 · management and general $68,506 · fundraising $23,257

  • 9 · Other employee benefits

    total $300,053 · program services $68,850 · management and general $172,607 · fundraising $58,596

  • 10 · Payroll taxes

    total $241,989 · program services $55,526 · management and general $139,206 · fundraising $47,257

  • 11a · Fees: management

    total $1,531,646 · program services $351,449 · management and general $881,086 · fundraising $299,111

  • 11b · Fees: legal

    total $94,791 · management and general $94,791

  • 11c · Fees: accounting

    total $138,723 · management and general $138,723

  • 11d · Fees: lobbying

    total $38,099 · program services $8,742 · management and general $21,917 · fundraising $7,440

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $1,278,352 · management and general $1,278,352

  • 11g · Fees: other

    total $0

  • 12 · Advertising and promotion

    total $39,925 · program services $9,161 · management and general $22,967 · fundraising $7,797

  • 13 · Office expenses

    total $145,898 · program services $33,477 · management and general $83,929 · fundraising $28,492

  • 14 · Information technology

    total $389,877 · program services $89,460 · management and general $224,279 · fundraising $76,138

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $399,167 · program services $91,592 · management and general $229,623 · fundraising $77,952

  • 17 · Travel

    total $28,707 · program services $6,587 · management and general $16,514 · fundraising $5,606

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $93,481 · program services $21,450 · management and general $53,775 · fundraising $18,256

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $101,588 · program services $23,310 · management and general $58,439 · fundraising $19,839

  • 23 · Insurance

    total $168,282 · program services $38,614 · management and general $96,805 · fundraising $32,863

  • 24a · Other expenses: OTHER MISCELLANEOUS

    total $65,603 · program services $15,054 · management and general $37,737 · fundraising $12,812

  • 24b · Other expenses: DEVELOPMENT

    total $71,009 · program services $0 · management and general $0 · fundraising $71,009

  • 24c · Other expenses: EQUIP RENTAL MAIN & REPAIR

    total $70,339 · program services $16,140 · management and general $40,463 · fundraising $13,736

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $52,727,717 · end of year $37,583,589

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $807,434

  • 4 · Accounts receivable

    beginning of year $1,341,671 · end of year $1,000,448

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $504,683 · end of year $457,578

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $415,061 · end of year $364,145

  • 10a · Land, buildings and equipment: cost or other basis

    $1,150,987

  • 10b · Land, buildings and equipment: accumulated depreciation

    $615,729

  • 10c · Land, buildings and equipment, net

    beginning of year $609,250 · end of year $535,258

  • 11 · Investments: publicly traded securities

    beginning of year $420,234,462 · end of year $398,267,119

  • 12 · Investments: other securities

    beginning of year $49,506,150 · end of year $33,571,200

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $4,684,467

  • 17 · Accounts payable and accrued expenses

    beginning of year $14,405,968 · end of year $1,375,387

  • 18 · Grants payable

    beginning of year $5,201,523 · end of year $6,473,134

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $2,992,549 · end of year $2,746,013

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · end of year $2,768,369

  • 27 · Net assets without donor restrictions

    beginning of year $498,193,015 · end of year $458,505,079

  • 28 · Net assets with donor restrictions

    beginning of year $4,545,939 · end of year $5,403,256

Mission and programs · 2022

Mission

We are galvanizing a united coalition of donors and doers to advance a bold vision - grounded in equity and economic justice - that will grow opportunity and secure prosperity for all who call this region home.(CONTINUED ON SCHEDULE O)

Activities or mission (Part I)

Our mission is to lead, mobilize, and ignite the power of philanthropy to build a racially equitable, just, and thriving region where everyone prospers.

  • ADMINISTRATION OF CHARITABLE GIVING VEHICLES DESIGNED TO FACILITATE THE PHILANTHROPIC INTENT OF INDIVIDUALS, CORPORATIONS, FOUNDATIONS AND GROUPS VIA DONOR ADVISED, FIELD OF INTEREST, DESIGNATED OR OTHER FUND TYPES. ADMINISTRATION CONSISTS OF GIFT RECEIPT AND ACKNOWLEDGMENT, INVESTMENT OF FUND ASSETS, PROCESSING, AND DISBURSING GRANTS TO NONPROFIT ENTITIES ACCORDING TO THE TERMS OF EACH INDIVIDUAL FUND. THE GREATER WASHINGTON COMMUNITY FOUNDATION CURRENTLY PROVIDES ADMINISTRATIVE SERVICES TO OVER 750 FUNDS.

    Expenses $98,393,159 · Grants $96,803,811

  • INTERNAL PROGRAM INITIATIVES - PROGRAM INITIATIVES ARE DISCRETIONARY ACTIVITIES OF THE GREATER WASHINGTON COMMUNITY FOUNDATION DESIGNED TO ADDRESS SPECIFIC AREAS OF NEED WITHIN THE SERVICE AREA OF THE GREATER WASHINGTON REGION. PROGRAM INITIATIVES OF THE CURRENT REPORTING PERIOD INCLUDE THE GREATER WASHINGTON WORKFORCE DEVELOPMENT COLLABORATIVE, PARTNERSHIP TO END HOMELESSNESS, AND VOICES DMV. (CONTINUED ON SCHEDULE O)

    Expenses $1,590,384 · Grants $1,564,694

  • FISCAL SPONSORSHIPS - THE COMMUNITY FOUNDATION SELECTIVELY EXTENDS ITS NONPROFIT STATUS TO BOARD APPROVED GROUPS AND/OR ORGANIZATIONS WHO HAVE A PHILANTHROPIC MISSION BUT HAVE EITHER NOT RECEIVED SEPARATE EXEMPT STATUS FROM THE INTERNAL REVENUE SERVICE OR ARE ORGANIZED FOR A LIMITED DURATION OR PURPOSE. THE COMMUNITY FOUNDATION SUPPLIES THE SAME ADMINISTRATIVE SERVICES AS THOSE LISTED IN #1 ABOVE. IN ADDITION THE FOUNDATION EXERCISES EXPENDITURE CONTROL RESPONSIBILITY FOR ALL DISBURSEMENTS MADE BY THESE FUND TYPES.

    Expenses $420,177 · Grants $413,390

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

Listed in Part VII

  • TONIA R WELLONS

    President & CEO

    Total calculated
    $390,229
    From this org
    $369,877
    From related orgs
    $0
    Other
    $20,352
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $337,377
    Bonus
    $32,500
    Other
    $0
    Deferred
    $11,756
    Nontaxable benefits
    $8,596
    Filer's total
    $390,229

  • MARCUS L BRAXTON

    Chief Operating Officer

    Total calculated
    $206,737
    From this org
    $195,225
    From related orgs
    $0
    Other
    $11,512
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $193,321
    Bonus
    $1,904
    Other
    $0
    Deferred
    $5,669
    Nontaxable benefits
    $5,843
    Filer's total
    $206,737

  • JULIANA S MITROJORGJI

    Chief Financial Officer

    Total calculated
    $190,238
    From this org
    $178,746
    From related orgs
    $0
    Other
    $11,492
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $176,757
    Bonus
    $1,989
    Other
    $0
    Deferred
    $5,438
    Nontaxable benefits
    $6,054
    Filer's total
    $190,238

  • DANIELLE L YATES

    MD, Marketing & Communication

    Total calculated
    $157,697
    From this org
    $147,271
    From related orgs
    $0
    Other
    $10,426
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $144,784
    Bonus
    $2,487
    Other
    $0
    Deferred
    $4,472
    Nontaxable benefits
    $5,954
    Filer's total
    $157,697

  • EBONY J CLARK

    Dir of Employee Engagement

    Total calculated
    $153,727
    From this org
    $148,583
    From related orgs
    $0
    Other
    $5,144
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $146,732
    Bonus
    $1,851
    Other
    $0
    Deferred
    $4,524
    Nontaxable benefits
    $620
    Filer's total
    $153,727

  • HELEN CONTEH-DAVIES

    Controller

    Total calculated
    $149,082
    From this org
    $133,718
    From related orgs
    $0
    Other
    $15,364
    Hours/week
    40

  • REBECCA ROTHEY

    FORMER VP & Phil (Thru 10/22)

    Total calculated
    $148,222
    From this org
    $132,550
    From related orgs
    $0
    Other
    $15,672
    Hours/week
    40

  • DARCELLE WILSON

    SNR DIR, PRINCE GEORGE'S CTY

    Total calculated
    $133,746
    From this org
    $129,844
    From related orgs
    $0
    Other
    $3,902
    Hours/week
    40

  • RICHARD BYNUM

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • LIA DEAN

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • JOHN DEVINE

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • LESLEY JANE DIXON

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL A ECHOLS

    Board Member (BEG 12/23)

    Total calculated
    $0
    Hours/week
    1

  • MELANIE FOLSTAD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • RACHEL GOSLINS

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • ARTIS HAMPSHIRE-COWAN

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • TIM HWANG

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • KAREN LEDER

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • RONALD MACHEN

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • SARAH MOORE JOHNSON

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • SEAN D MORRIS

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • DENIELLE PEMBERTON-HEARD

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • DR RASHAWN RAY

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • DAVID ROODBERG

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • DAVID E SHIFFRIN

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • ARCHIE SMART

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • WILLIAM W TAYLOR III

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • KATHARINE WEYMOUTH

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • CLIFF WHITE

    Board Member

    Total calculated
    $0
    Hours/week
    1

  • CATHERINE M PINO

    BOARD MEMBER (THRU 05/22)

    Total calculated
    $0
    Hours/week
    1

  • SIMON NEAL

    BOARD MEMBER (09/22)

    Total calculated
    $0
    Hours/week
    1

  • STERLING SPEIRN

    BOARD MEMBER (THRU 09/22)

    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

  • 3 · Independent compensation consultant
  • 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
2 July 2024
IRS schema version
2022v5.0
Source object
202411989349301411

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