Totals
- Total revenue
- $42,473,306
- Total expenses
- $54,652,165
- Contributions and grants received
- $41,274,648
- Grants paid
- $40,129,865
- Program service revenue
- $0
- Investment income
- $1,193,539
- Other revenue
- $5,119
- Total assets, end of year
- $78,225,705
- Total liabilities, end of year
- $14,155,892
- Net assets or fund balances, end of year
- $64,069,813
- Program services expenses (Part IX)
- $45,117,965
- Management and general expenses
- $8,601,630
- Fundraising expenses
- $932,570
- Program service expenses (Part III)
- $45,117,965
Program services were 82.6% 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
$41,274,648
-
3 · Investment income
total $635,023 · excluded $635,023
-
7a · Gross sales of assets other than inventory
securities $29,480,206
-
7b · Less cost or other basis and sales expenses
securities $28,921,690
-
7c · Gain or loss
securities $558,516
-
7d · Net gain or loss
total $558,516 · excluded $558,516
-
11a · Other revenue: MISCELLANEOUS INCOME
total $5,119 · excluded $5,119
-
11e · Other revenue, total
$5,119
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $40,129,865 · program services $40,129,865
-
5 · Compensation of officers, directors and key employees
total $710,397 · management and general $710,397
-
7 · Other salaries and wages
total $5,719,012 · program services $2,474,420 · management and general $2,686,529 · fundraising $558,063
-
8 · Pension plan contributions
total $224,137 · program services $97,290 · management and general $104,905 · fundraising $21,942
-
9 · Other employee benefits
total $1,110,491 · program services $450,830 · management and general $557,984 · fundraising $101,677
-
10 · Payroll taxes
total $496,777 · program services $193,023 · management and general $260,459 · fundraising $43,295
-
11b · Fees: legal
total $83,891 · management and general $83,891
-
11c · Fees: accounting
total $27,885 · management and general $27,885
-
11g · Fees: other
total $3,407,214 · program services $820,375 · management and general $2,430,763 · fundraising $156,076
-
13 · Office expenses
total $359,996 · program services $3,176 · management and general $356,820
-
14 · Information technology
total $476,856 · management and general $476,856
-
16 · Occupancy
total $11,839 · management and general $11,839
-
17 · Travel
total $1,002,092 · program services $498,762 · management and general $469,765 · fundraising $33,565
-
19 · Conferences, conventions and meetings
total $716,450 · program services $378,254 · management and general $320,244 · fundraising $17,952
-
23 · Insurance
total $39,298 · management and general $39,298
-
24a · Other expenses: OTHER PROGRAM COSTS
total $71,970 · program services $71,970
-
24b · Other expenses: DUES AND MEMBERSHIPS
total $57,126 · management and general $57,126
-
24c · Other expenses: LICENSE AND FEES
total $6,869 · management and general $6,869
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $69,965,542 · end of year $57,537,860
-
3 · Pledges and grants receivable
beginning of year $16,691,330 · end of year $20,614,693
-
9 · Prepaid expenses and deferred charges
beginning of year $101,751 · end of year $72,492
-
15 · Other assets
beginning of year $660 · end of year $660
-
17 · Accounts payable and accrued expenses
beginning of year $716,447 · end of year $798,892
-
18 · Grants payable
beginning of year $12,973,000 · end of year $13,357,000
-
27 · Net assets without donor restrictions
beginning of year $14,197,674 · end of year $13,605,488
-
28 · Net assets with donor restrictions
beginning of year $58,872,162 · end of year $50,464,325
Mission and programs · 2024
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 VALUES-ALIGNED ORGANIZATIONS TO BETTER SHAPE POLICY AGENDAS FOR BLACK COMMUNITIES, CREATE ALTERNATIVES TO INSTITUTIONS THAT HAVE BEEN HARMFUL TO BLACK PEOPLE, AND BUILD LOCAL BLACK COMMUNITY POWER. 2024 HIGHLIGHTS:$7.3M IN GENERAL OPERATING SUPPORT GRANTS$839K IN RAPID RESPONSE GRANTS121 GRANTEE PARTNERS
Expenses $8,485,543 · Grants $7,311,000
-
THE DISABILITY INCLUSION FUND SEEDS AND EXPANDS THE CAPACITY OF THE DISABILITY JUSTICE MOVEMENT BY RESOURCING POWERFUL GRASSROOTS LEADERS AT THE FOREFRONT OF DISMANTLING ABLEISM THROUGH POLICY ADVOCACY, COMMUNITY ORGANIZING, ART, AND NARRATIVE CHANGE.2024 HIGHLIGHTS:$5.1M IN GRANTS$142K IN RESPONSE GRANTS75 GRANTEE PARTNERS
Expenses $6,509,082 · Grants $5,137,000
-
THE RACIAL EQUITY IN PHILANTHROPY FUND HAS INVESTED IN PHILANTHROPY-SERVING ORGANIZATIONS TO INFORM, EDUCATE, AND EQUIP FUNDERS TO INTEGRATE RACIAL EQUITY POLICIES AND PRACTICES INTO THEIR GRANTMAKING PROGRAMS. THIS FUND WILL FORMALLY SUNSET IN 2025. 2024 HIGHLIGHTS:$6.1M IN GRANTS
Expenses $6,350,193 · Grants $6,100,000
-
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.
Expenses $6,197,169 · Grants $5,163,675
-
THE RACIAL EQUITY IN JOURNALISM FUND INVESTS IN, CONNECTS, AND THREADS THE BIPOC JOURNALISM ECOSYSTEM, DISRUPTING HARMFUL NARRATIVES AND INCREASING CIVIC ENGAGEMENT FOR COMMUNITIES OF COLOR BY REACHING THEM WITH VITAL, RELEVANT INFORMATION.
Expenses $5,729,015 · Grants $3,890,001
-
THE FUND FOR TRANS GENERATIONS RESOURCES BIPOC, TRANS-LED ORGANIZATIONS WORKING TO ADVANCE COMMUNITY SAFETY, SUPPORTIVE COMMUNITY HOUSING, DECARCERATION, AND ACCESS TO HEALTH CARE AND MENTAL HEALTHTO BUILD A WORLD IN WHICH ALL PEOPLE CAN LIVE WITH SELF DETERMINATION, SAFETY, AND JOY.
Expenses $3,673,260 · Grants $2,937,000
-
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 $3,285,191 · Grants $2,730,500
-
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 $2,560,910 · Grants $1,777,900
-
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 $2,327,602 · Grants $1,915,000
-
MOVEMENT SUPPORT SERVICES AND OTHER GENERAL PROGRAM ACTIVITIES.
Grants $3,167,789
As filed on the 2024 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Jennifer ChingJENNIFER CHING
BOARD CHAIR
- Total calculated
- $0
- Hours/week
- 3
-
Jeanne BellJEANNE BELL
TREASURER
- Total calculated
- $0
- Hours/week
- 3
-
Charles LongCHARLES LONG
DIRECTOR
- Total calculated
- $0
- Hours/week
- 3
-
Ebony HarperEBONY HARPER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Inca MohammedINCA MOHAMMED
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Simran NoorSIMRAN NOOR
DIRECTOR (THROUGH MARCH)
- Total calculated
- $0
- Hours/week
- 2
-
Cara ReedyCARA REEDY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Thena Robinson MockTHENA ROBINSON MOCK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Stephanie FuerstnerSTEPHANIE FUERSTNER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 2
-
Amoretta MorrisAMORETTA MORRIS
PRESIDENT
- Total calculated
- $285,846
- From this org
- $254,402
- From related orgs
- $0
- Other
- $31,444
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $254,402
- Bonus
- $0
- Other
- $0
- Deferred
- $10,201
- Nontaxable benefits
- $21,243
- Filer's total
- $285,846
-
Randolph MillerRANDOLPH MILLER
MANAGING DIRECTOR
- Total calculated
- $267,360
- From this org
- $218,888
- From related orgs
- $0
- Other
- $48,472
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $218,888
- Bonus
- $0
- Other
- $0
- Deferred
- $8,833
- Nontaxable benefits
- $39,639
- Filer's total
- $267,360
-
Rebecca LuxenbergREBECCA LUXENBERG
DIRECTOR OF FINANCE
- Total calculated
- $208,028
- From this org
- $163,772
- From related orgs
- $0
- Other
- $44,256
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,772
- Bonus
- $0
- Other
- $0
- Deferred
- $6,739
- Nontaxable benefits
- $37,517
- Filer's total
- $208,028
-
Winifred OlliffWINIFRED OLLIFF
DIRECTOR OF OPERATIONS
- Total calculated
- $183,321
- From this org
- $170,475
- From related orgs
- $0
- Other
- $12,846
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $170,475
- Bonus
- $0
- Other
- $0
- Deferred
- $2,530
- Nontaxable benefits
- $10,316
- Filer's total
- $183,321
-
Maya Wiener BerkowitzMAYA WIENER BERKOWITZ
DIRECTOR OF DEVELOPMENT
- Total calculated
- $220,369
- From this org
- $182,962
- From related orgs
- $0
- Other
- $37,407
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $182,962
- Bonus
- $0
- Other
- $0
- Deferred
- $7,365
- Nontaxable benefits
- $30,042
- Filer's total
- $220,369
-
Carrie ColeyCARRIE COLEY
DIRECTOR OF COMMUNICATIONS
- Total calculated
- $205,231
- From this org
- $177,792
- From related orgs
- $0
- Other
- $27,439
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,792
- Bonus
- $0
- Other
- $0
- Deferred
- $7,134
- Nontaxable benefits
- $20,305
- Filer's total
- $205,231
-
Julia BeattyJULIA BEATTY
PROGRAM DIRECTOR
- Total calculated
- $190,794
- From this org
- $164,142
- From related orgs
- $0
- Other
- $26,652
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $164,142
- Bonus
- $0
- Other
- $0
- Deferred
- $6,632
- Nontaxable benefits
- $20,020
- Filer's total
- $190,794
-
Nnene J EssienNNENE J ESSIEN
DIRECTOR OF PEOPLE & CULTURE
- Total calculated
- $226,632
- From this org
- $177,049
- From related orgs
- $0
- Other
- $49,583
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $177,049
- Bonus
- $0
- Other
- $0
- Deferred
- $7,013
- Nontaxable benefits
- $42,570
- Filer's total
- $226,632
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
-
SOCIAL AND ENVIRONMENTAL ENTREPRENEURS
$1,283,000
TO SUPPORT THE WORK OF FISCAL PROJECTS
-
$988,000
TO SUPPORT THE WORK OF FISCAL PROJECTS
-
$558,000
TO SUPPORT THE WORK OF HISPANICS IN PHILANTHROPY & FISCAL PROJECT
-
TO SUPPORT THE WORK OF FISCAL PROJECTS
-
$452,400
TO SUPPORT THE WORK OF FISCAL PROJECTS
-
$329,000
TO SUPPORT THE WORK OF FUNDERS FOR LGBTQ ISSUES
-
$329,000
TO SUPPORT THE WORK OF COMMUNITY JUSTICE EXCHANGE
-
$321,000
TO SUPPORT THE WORK OF THE KNIGHTS & ORCHIDS SOCIETY
-
TO SUPPORT THE WORK OF FISCAL PROJECTS
-
$300,000
TO SUPPORT THE WORK OF DECARCERATE MIAMI
The 10 largest by cash amount. The API serves every itemized grant.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 3 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202523079349303597
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.