Totals
- Total revenue
- $7,036,756
- Total expenses
- $2,894,991
- Contributions and grants received
- $6,586,631
- Grants paid
- $162,388
- Program service revenue
- $185,225
- Investment income
- $252,900
- Other revenue
- $12,000
- Total assets, end of year
- $13,359,975
- Total liabilities, end of year
- $135,457
- Net assets or fund balances, end of year
- $13,224,518
- Program services expenses (Part IX)
- $2,026,949
- Management and general expenses
- $817,037
- Fundraising expenses
- $51,005
- Program service expenses (Part III)
- $2,026,949
Program services were 70.0% 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.
-
1e · Government grants (contributions)
$267,400
-
1f · All other contributions, gifts and grants
$6,319,231
-
2a · Program service revenue: PROGRAM FEES
total $185,225 · related or exempt $185,225
-
3 · Investment income
total $263,344 · excluded $263,344
-
7a · Gross sales of assets other than inventory
securities $1,002,536
-
7b · Less cost or other basis and sales expenses
securities $1,012,980
-
7c · Gain or loss
securities -$10,444
-
7d · Net gain or loss
total -$10,444 · excluded -$10,444
-
11a · Other revenue: OTHER INCOME
total $12,000 · excluded $12,000
-
11e · Other revenue, total
$12,000
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $74,000 · program services $74,000
-
2 · Grants to domestic individuals
total $40,388 · program services $40,388
-
3 · Grants to foreign organizations and individuals
total $48,000 · program services $48,000
-
5 · Compensation of officers, directors and key employees
total $302,612 · program services $224,092 · management and general $57,384 · fundraising $21,136
-
7 · Other salaries and wages
total $847,979 · program services $707,672 · management and general $124,165 · fundraising $16,142
-
8 · Pension plan contributions
total $73,669 · program services $62,670 · management and general $9,164 · fundraising $1,835
-
9 · Other employee benefits
total $94,039 · program services $80,368 · management and general $11,675 · fundraising $1,996
-
10 · Payroll taxes
total $94,518 · program services $80,112 · management and general $11,775 · fundraising $2,631
-
11a · Fees: management
total $83,373 · management and general $83,373
-
11c · Fees: accounting
total $63,269 · management and general $63,269
-
11f · Fees: investment management
total $22,596 · management and general $22,596
-
11g · Fees: other
total $726,958 · program services $341,469 · management and general $385,489
-
13 · Office expenses
total $12,246 · program services $9,346 · management and general $2,534 · fundraising $366
-
14 · Information technology
total $48,723 · program services $39,480 · management and general $7,698 · fundraising $1,545
-
16 · Occupancy
total $32,887 · program services $26,648 · management and general $5,196 · fundraising $1,043
-
19 · Conferences, conventions and meetings
total $307,204 · program services $274,448 · management and general $29,159 · fundraising $3,597
-
23 · Insurance
total $10,032 · program services $8,129 · management and general $1,585 · fundraising $318
-
24a · Other expenses: DUES AND SUBSCRIPTIONS
total $12,498 · program services $10,127 · management and general $1,975 · fundraising $396
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,795,992 · end of year $4,584,844
-
2 · Savings and temporary cash investments
beginning of year $2,106,474 · end of year $2,293,901
-
3 · Pledges and grants receivable
beginning of year $434,000 · end of year $2,070,139
-
4 · Accounts receivable
beginning of year $35,526 · end of year $100,000
-
9 · Prepaid expenses and deferred charges
beginning of year $3,624 · end of year $873
-
11 · Investments: publicly traded securities
beginning of year $3,974,757 · end of year $4,310,218
-
17 · Accounts payable and accrued expenses
beginning of year $534,323 · end of year $81,686
-
19 · Deferred revenue
beginning of year $25,882 · end of year $53,771
-
27 · Net assets without donor restrictions
beginning of year $6,922,489 · end of year $7,233,791
-
28 · Net assets with donor restrictions
beginning of year $1,867,679 · end of year $5,990,727
Mission and programs · 2023
Mission
WE HELP COMMUNITY FOUNDATIONS BUILD STRONG COMMUNITIES BY ADVANCING EFFECTIVE PRACTICES, SHARING KNOWLEDGE AND GALVANIZING ACTION ON CRITICAL ISSUES OF OUR TIME.
Activities or mission (Part I)
HELP COMMUNITY FOUNDATIONS BUILD STRONG COMMUNITIES.
-
SHARE KNOWLEDGE: INCREASED FIELD UNDERSTANDING OF THE VALUE OF COMMUNITY LEADERSHIP AS A CORE ORGANIZING STRATEGY FOR COMMUNITY IMPACT. HOSTED WEBINARS AND PRESENTED AT REGIONAL AND NATIONAL CONFERENCES. PUBLISHED BLOG POSTS, RESOURCES, AND NEWSLETTERS RELATED TO COMMUNITY LEADERSHIP AND COMMUNITY FOUNDATIONS' WORK. HOSTED A TWO-DAY IN-PERSON NATIONAL GATHERING FOR COMMUNITY FOUNDATIONS, FEATURING EDUCATIONAL AND MOTIVATIONAL SESSIONS, NATIONAL CONTENT EXPERTS, AND PROMINENT LEADERS IN THE FIELD. THE THEME OF THE GATHERING WAS "LEADING THROUGH CHANGE."
Expenses $370,586 · Revenue $55,429
-
BUILD ORGANIZATIONAL CAPACITY: CONTINUED TO BUILD UNDERSTANDING OF COMMUNITY LEADERSHIP AMONG COMMUNITY FOUNDATION BOARDS, SENIOR STAFF, AND PARTNERS. CREATED STRONG PEER CONNECTIONS AMONG COMMUNITY FOUNDATIONS. INFLUENCED THE ADOPTION OF COMMUNITY LEADERSHIP PRACTICES. CONCLUDED COHORT 7 OF EXECUTIVE LEADERSHIP INSTITUTE (ELI) FOR CEOS AND CONVENED FIRST AND SECOND MEETINGS OF COHORT 8. CONCLUDED ELI FOR VPS COHORT AND LAUNCHED A NEW COHORT, CONVENING ONE MEETING. FACILITATED ELI ALUMNI NETWORK CALLS FOR CEOS AND VPS. CONCLUDED PILOT OF ELI FOR CFOS.
Expenses $909,372 · Grants $162,388 · Revenue $129,796
-
GALVANIZE COMMUNITY FOUNDATION ACTION ON CRITICAL COMMUNITY ISSUES:RELEASED PUBLIC-FACING REPORT, ADVANCING ECONOMIC MOBILITY IN OUR COMMUNITIES. THIS REPORT DOCUMENTS THE RESULTS OF SIX COMMUNITY FOUNDATIONS ACROSS THE COUNTRY COMING TOGETHER TO ADVANCE ECONOMIC MOBILITY IN THEIR COMMUNITIES, USING A RACIAL EQUITY LENS. CONDUCTED EXTENSIVE OUTREACH TO THE COMMUNITY FOUNDATION FIELD TO INFORM THE NEXT PHASE OF CFLEADS' ECONOMIC MOBILITY WORK, SUPPORTED BY THE BILL & MELINDA GATES FOUNDATION. LAUNCHED THE ECONOMIC MOBILITY BLOG AND ONLINE SEMINAR SERIES.
Expenses $656,800
-
ORGANIZATION FOR IMPACT:MANAGED THE ACTIVITIES OF CONNECTING COMMUNITIES IN THE AMERICAS, AN INITIATIVE BETWEEN U.S., LATIN AMERICAN, SOUTH AMERICAN, AND CANADIAN COMMUNITY FOUNDATIONS TO BUILD STRONG TRANSNATIONAL COMMUNITIES. MADE GRANTS, FACILITATED PEER LEARNING, SUPPORTED TRAVEL EXCHANGES, AND HOSTED A CONVENING IN MEXICO.
Expenses $90,191
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Isaiah OliverISAIAH OLIVER
CHAIR
- Total calculated
- $0
- Hours/week
- 1.15
-
Rose BradshawROSE BRADSHAW
CHAIR-ELECT
- Total calculated
- $0
- Hours/week
- 1.15
-
Felecia L LuckyFELECIA L LUCKY
SECRETARY
- Total calculated
- $0
- Hours/week
- 1.15
-
Randy RoysterRANDY ROYSTER
TREASURER
- Total calculated
- $0
- Hours/week
- 1.15
-
Stuart Comstock-GaySTUART COMSTOCK-GAY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Eileen Connolly-KeeslerEILEEN CONNOLLY-KEESLER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Ellen M GilliganELLEN M GILLIGAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Carrie Pickett-ErwayCARRIE PICKETT-ERWAY
DIRECTOR (FORMER)
- Total calculated
- $0
- Hours/week
- 0.9
-
Shelly O'QuinnSHELLY O'QUINN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Pedro RamosPEDRO RAMOS
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Lisa SchroderLISA SCHRODER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0.9
-
Mary L ThomasMARY L THOMAS
CEO
- Total calculated
- $174,192
- From this org
- $165,330
- From related orgs
- $0
- Other
- $8,862
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $165,330
- Bonus
- $0
- Other
- $0
- Deferred
- $2,280
- Nontaxable benefits
- $6,582
- Filer's total
- $174,192
-
Sterling SpeirnSTERLING SPEIRN
INTERIM CEO
- Total calculated
- $129,808
- From this org
- $129,808
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
Lisette HolmesLISETTE HOLMES
SR DIR OF FIN & ADMIN
- Total calculated
- $176,494
- From this org
- $152,029
- From related orgs
- $0
- Other
- $24,465
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $149,529
- Bonus
- $2,500
- Other
- $0
- Deferred
- $14,013
- Nontaxable benefits
- $10,452
- Filer's total
- $176,494
-
Leonard BartelLEONARD BARTEL
VP-LEARNING & IMPACT
- Total calculated
- $154,287
- From this org
- $123,146
- From related orgs
- $0
- Other
- $31,141
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,646
- Bonus
- $1,500
- Other
- $0
- Deferred
- $12,750
- Nontaxable benefits
- $18,391
- Filer's total
- $154,287
-
Leonard BrockLEONARD BROCK
VP-LEARNING & IMPACT
- Total calculated
- $200,452
- From this org
- $169,321
- From related orgs
- $0
- Other
- $31,131
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $167,321
- Bonus
- $2,000
- Other
- $0
- Deferred
- $17,372
- Nontaxable benefits
- $13,759
- Filer's total
- $200,452
-
Caroline MerendaCAROLINE MERENDA
CHIEF OF STAFF
- Total calculated
- $150,403
- From this org
- $124,924
- From related orgs
- $0
- Other
- $25,479
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $121,924
- Bonus
- $3,000
- Other
- $0
- Deferred
- $12,900
- Nontaxable benefits
- $12,579
- Filer's total
- $150,403
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 · Form 990 of other organizations
- 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
-
$24,000
CONNECTING HAITIAN COMMUNITIES
-
$24,000
BUILDING BRIDGES FOR THE FUTURE
-
$24,000
BUILDING BRIDGES FOR THE FUTURE
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 23 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202442979349300709
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
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