2024-11-05T08:26:51-06:00 2023-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2023-01-01 522055016 NATIONAL CENTER FOR FAMILY PHILANTHROPY INC NATI 2022933424 1667 K STREET NW 350 WASHINGTON DC 20006 NICHOLAS A TEDESCO PRESIDENT AND CEO 2022933424 2024-11-01 1 1 JENNIFER S HAN P00633304 2022937000 2024-11-01 2023 2024-10-15 13:58:12Z NICHOLAS A TEDESCO 1667 K STREET NW 350 WASHINGTON DC 20006 9929465 0 X NCFP.ORG X 1997 DE PROMOTES PHILANTHROPIC VALUES & VISION & EXCELLENCE ACROSS GENERATIONS OF DONORS AND DONOR FAMILIES. 16 16 23 225 0 0 4160974 9131762 1682414 567798 -8221 173114 47986 3411 5883153 9876085 0 5011259 0 0 2428385 3282239 0 0 927882 3134179 2477262 5562564 10770760 320589 -894675 8365097 8695253 922314 2147658 7442783 6547595 X NCFP CATALYZES THE POTENTIAL OF PHILANTHROPIC FAMILIES TO ACHIEVE GREATER IMPACT WITH THEIR GIVING BY ELEVATING A BOLD VISION FOR FAMILY PHILANTHROPY; EQUIPPING FAMILY PHILANTHROPIES WITH COMMUNITY, SUPPORT, AND RESOURCES; AND ACTIVATING A NETWORK OF PHILANTHROPIC FAMILIES. 0 0 5331115 5011259 34975 LEARNING AND ACTION COHORT - NCFP LEARNING AND ACTION COHORT ARE ONGOING COHORTS DEDICATED TO DEEP SHARED LEARNING ABOUT A SPECIFIC CONCEPT IN FAMILY PHILANTHROPY, WITH AN EXPECTATION OF A COMMITMENT TO DEFINED ACTION(S) AFTER THE COMPLETION OF THE COHORT. EACH COHORT COLLECTIVELY WORKS THROUGH A CURRICULUM WITH DISCRETE LEARNINGS CARRIED OUT BY MULTIPLE PEER LEARNING EVENTS LED BY EXPERTS IN THE FIELD. LEARNING AND ACTION COHORTS PROVIDE A CONNECTED AND DEDICATED PEER COMMUNITY WHILE ENCOURAGING FUNDERS TO THINK DIFFERENTLY AND COMMIT TO LEARNING AND REAL ACTION. COHORTS ARE GATED (BY INVITATION OR APPLICATION). 1022207 10846 MEMBER RESOURCES AND SUPPORT - NCFP AIMS TO ENSURE THAT PHILANTHROPIC FAMILIES GAIN CLARITY OF PURPOSE AND ACHIEVE MEANING AND IMPACT IN THEIR GIVING, WHILE THE FIELD OF FAMILY PHILANTHROPY PURSUES AN AMBITIOUS VISION TOWARD BUILDING A MORE EQUITABLE WORLD. IN ADDITION ACTIVATING A NETWORK OF PHILANTHROPIC FAMILIES WHO ARE MOTIVATED AND EQUIPPED TO EFFECTIVELY DEPLOY THEIR RESOURCES, NCFP PARTNERS WITH PEER DONOR-SERVING ORGANIZATIONS TO SERVE AS A HUB OF LEARNING, CONNECTION, AND ACTION. 652427 213825 EVENTS - NCFP OFFERS A RANGE OF PROGRAMS TO FOSTER LEARNING FOR PHILANTHROPIC FAMILIES. PROGRAMS ARE ROOTED IN A FAMILY GIVING LIFECYCLE THAT PROVIDES ONRAMPS FOR FAMILIES TO BEGIN PLANNING, LEARNING, AND ACCESSING CUSTOM SUPPORT AND RESOURCES. EDUCATION AND EVENTS INCLUDE FUNDAMENTALS OF FAMILY PHILANTHROPY WEBINAR SERIES; PEER NETWORKS FOCUSED ON A PARTICULAR GROUP, POPULATION, OR TOPIC; LEARNING AND ACTION COHORTS DEDICATED TO DEEP SHARED LEARNING ABOUT A SPECIFIC CONCEPT IN FAMILY PHILANTHROPY; CONFERENCES (INCLUDING THE NATIONAL FORUM ON FAMILY PHILANTHROPY) WORKSHOPS, SMALL GROUP CONVERSATIONS, AND RETREATS. 547942 281575 PROGRAM SUPPORT 389719 PEER NETWORKS 172128 26577 CONFERENCES AND SPEAKING ENGAGEMENTS 166022 FELLOWS 1275811 308152 8281560 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 34 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA CO CT FL IL MI MS NY PA TN WA X X DIANA HEATH 2022933424 1667 K STREET NW SUITE 350 WASHINGTON DC 20006 KELLY NOWLIN CHAIR 2.00 X X 0 0 0 ASHLEY BLANCHARD VICE CHAIR 1.50 X X 0 0 0 MICHAEL MEADOWS TREASURER 1.50 X X 0 0 0 ERIN HOGAN SECRETARY 1.50 X X 0 0 0 SAM BONSEY DIRECTOR 1.00 X 0 0 0 KARA INAE CARLISLE DIRECTOR 1.00 X 0 0 0 DAVID DANIELS DIRECTOR 1.00 X 0 0 0 STEPHANIE ELLIS-SMITH DIRECTOR 1.00 X 0 0 0 KIMBERLY MYERS HEWLETT DIRECTOR 1.00 X 0 0 0 JAIMIE MAYER DIRECTOR 1.00 X 0 0 0 GILBERT MILLER DIRECTOR 1.00 X 0 0 0 ELIZABETH CARLOCK PHILLIPS DIRECTOR 1.00 X 0 0 0 ANTHONY RICHARDSON DIRECTOR 1.00 X 0 0 0 VASSER SEYDEL DIRECTOR 1.00 X 0 0 0 KIMBERLY DASHER TRIPP DIRECTOR 1.00 X 0 0 0 JUNE WILSON DIRECTOR 1.00 X 0 0 0 NICHOLAS A TEDESCO PRESIDENT AND CEO 40.00 X 368789 0 26791 MIKI AKIMOTO CHIEF IMPACT OFFICER 40.00 X 233408 0 26509 DIANA HEATH CHIEF OPERATING OFFICER 40.00 X 221723 0 21533 JASON BORN SR. DIRECTOR, KNOWLEDGE 40.00 X 184500 0 9225 VIRGINIA M ESPOSITO SENIOR ADVISOR 25.00 X 217419 0 10871 EMERALD ADEYEMI SR. DIRECTOR 40.00 X 148448 0 16126 DARIA TEUTONICO PROGRAM DIRECTOR 40.00 X 134522 0 6726 MAUREEN M ESPOSITO SENIOR MANAGER 40.00 X 105967 0 24282 MAGGIE PEET MCGOLDRICK SENIOR MANAGER 40.00 X 102222 0 10990 1716998 0 153053 10 0 1 0 LM ATLANTA HOTEL LLC 655 MADISON AVENUE NEW YORK NY 10065 VENUE SERVICES 187172 ARABELLA ADVISORS LLC 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 ACCOUNTING SERVICES 177723 PANORAMA GLOBAL INC 2101 FOURTH AVENUE SUITE 2100 SEATTLE WA 98121 CONSULTING 127151 SPITFIRE STRATEGIES 2300 N STREET NW SUITE 610 WASHINGTON DC 20037 MARKETING AND MEDIA 124197 4 1870317 7261445 5011259 9131762 CONSULTING INCOME 900099 291635 291635 PROGRAM REGISTRATIONS 611710 276163 276163 567798 173181 173181 53313 53380 -67 -67 -67 REFUNDS 900099 3411 3411 3411 9876085 567798 0 176525 5011259 5011259 1092478 561200 339756 191522 1723742 850910 503452 369380 69013 47736 21277 201203 142157 6079 52967 195803 97749 57460 40594 26181 13741 7377 5063 158038 158038 893240 704937 127761 60542 127571 87402 19282 20887 84472 42024 24471 17977 181156 113598 36514 31044 230464 79254 119671 31539 259343 181729 41547 36067 234673 216422 5337 12914 976 144 769 63 105946 56155 26974 22817 33752 17625 9328 6799 LOSS ON ASSET DISPOSAL 70387 70387 PUBLICATIONS 37627 35477 706 1444 DUES AND SUBSCRIPTIONS 33436 22041 6409 4986 10770760 8281560 1561318 927882 802552 264189 5726445 5032605 977192 1216872 60500 75774 253662 317615 218836 254531 98779 3247 528603 1765399 8365097 8695253 275300 217320 2500 1882 642632 1930338 922314 2147658 X 5982934 5386069 1459849 1161526 7442783 6547595 8365097 8695253 -894675 -513 0 X X 0 1 X 1 0 X 2729870 2573239 7599461 4160974 9131762 26195306 2729870 2573239 7599461 4160974 9131762 26195306 5447822 20747484 1557 1337 653 1910 173181 178638 48373 48373 26422317 4582481 0.78520 0.86600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 48,373. SCHEDULE A, PART II, DESCRIPTION OF THE UPDATED NUMBERS: THE FOLLOWING REVENUE AMOUNTS ON SCHEDULE A, PART II HAVE BEEN UPDATED FROM PRIOR 990S IN ORDER TO ACCURATELY REFLECT REVENUE AMOUNTS FROM THEIR RESPECTIVE YEARS. PART II, LINE 1, COLUMN(B), 2020 PART II, LINE 1, COLUMN(C), 2021 PART II, LINE 10, COLUMN(D), 2022 RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23057 14169 8888 294558 204667 89891 98779 SECURITY DEPOSITS 14888 RIGHT-OF-USE-ASSETS - OPERATING LEASE 1734371 RIGHT-OF-USE-ASSETS - FINANCE LEASE 16140 1765399 OPERATING LEASE LIABILITY 1913904 FINANCE LEASE LIABILITY 16434 1930338 X 9805185 -513 -513 9805698 70387 70387 9876085 10700373 0 10700373 70387 70387 10770760 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ACCOUNTING STANDARDS CODIFICATION TOPIC 740-10, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2023, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. PART XI, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 70,387. PART XII, LINE 4B - OTHER ADJUSTMENTS: LOSS ON ASSET DISPOSAL 70,387. 1 PANORAMA GLOBAL 2101 4TH AVENUE SUITE 2100 SEATTLE WA 98121 814204119 501C3 5011259 0 TO SUPPORT LEARNING AND ACTION COHORT (LAC) 1 0 PART I, LINE 2: THE ORGANIZATION MONITORS PROGRESS THROUGH GRANT REPORTS IN ACCORDANCE WITH THE TERMS OUTLINED IN ITS GRANT AGREEMENT. X 1 1 X X X 0 0 0 0 0 0 0 1 0 NICHOLAS A TEDESCO PRESIDENT AND CEO 343789 0 25000 0 0 0 16500 0 10291 0 395580 0 0 0 MIKI AKIMOTO CHIEF IMPACT OFFICER 218408 0 15000 0 0 0 11700 0 14809 0 259917 0 0 0 DIANA HEATH CHIEF OPERATING OFFICER 206723 0 15000 0 0 0 11551 0 9982 0 243256 0 0 0 VIRGINIA M ESPOSITO SENIOR ADVISOR 217419 0 0 0 0 0 10871 0 0 0 228290 0 0 0 JASON BORN SR. DIRECTOR, KNOWLEDGE 182000 0 2500 0 0 0 9225 0 0 0 193725 0 0 0 EMERALD ADEYEMI SR. DIRECTOR 140948 0 7500 0 0 0 7703 0 8423 0 164574 0 0 0 PART I, LINE 1A THE INDIVIDUAL THAT USES FIRST CLASS TRAVEL DOES SO VIA MEDICAL NECESSITY WITH A MEDICAL NOTE FROM A DOCTOR ON FILE. MOST OF THE INDIVIDUAL'S TRAVEL IS REIMBURSED BY CLIENTS; THE ORGANIZATION GENERALLY PAYS FOR 1-2 TRIPS PER YEAR FOR THIS INDIVIDUAL WITHOUT REIMBURSEMENT. PART I, LINE 7 THE ORGANIZATION PROVIDES ANNUAL MERIT BONUSES FOR ALL EMPLOYEES, INCLUDING THOSE LISTED ON THE FORM 990. THESE ARE PERFORMANCE-BASED AND DETERMINED BY THE EXECUTIVE TEAM. THE CEO'S BONUS IS DETERMINED BY THE BOARD OF DIRECTORS. THE FOLLOWING IS THE 2023 BONUS INFORMATION FOR THE EMPLOYEES LISTED IN PART VII. 1. NICHOLAS A. TEDESCO - $25,000 2. MIKI AKIMOTO - $15,000 3. DIANA HEATH - $15,000 4. JASON BORN - $2,500 5. EMERALD ADEYEMI - $7,500 6. DARIA TEUTONICO - $2,500 7. MAUREEN M. ESPOSITO - $2,500 8. MAGGIE PEET MCGOLDRICK $5,000 X 1 5011259 FMV 0 1 0 PART I, COLUMN (B): THE TOTAL REPRESENTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS THAT WERE RECEIVED FOR THE YEAR ENDED DECEMBER 31, 2023. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION DISTRIBUTES A COPY OF THE FORM 990 FOR THE CURRENT YEAR TO ALL BOARD MEMBERS BEFORE IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ESTABLISHED A CONFLICT OF INTEREST POLICY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT EACH YEAR THAT THEY HAVE COMPLIED WITH THE POLICY AND HAVE IDENTIFIED ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT, OFFICERS, DIRECTORS AND KEY EMPLOYEES IS EVALUATED ON AN ANNUAL BASIS BY THE OFFICERS COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION IS BASED UPON THE LEVEL OF SKILL REQUIRED FOR THE POSITION, AN EVALUATION OF THE INDIVIDUAL'S ACHIEVEMENT AND A COMPARISON OF COMPENSATION TO SIMILAR POSITIONS IN THE NON-PROFIT INDUSTRY. THE DETERMINATION OF THE COMPENSATION IS DOCUMENTED BY THE OFFICERS' COMMITTEE. THE PROCESS MOST RECENTLY OCCURRED IN JANUARY 2024 TO ADJUST THE CEO'S SALARY IN LINE WITH PERFORMANCE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. - FEDERAL FORM 990 - CONFLICT OF INTEREST POLICY - FINANCIAL STATEMENTS FORM 990, PART XII, LINE 2C: NCFP HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.