2023-06-14T19:08:35-05:00 2022-12-31 571157523 APRIO LLP 150 POST STREET SUITE 200 SAN FRANCISCO CA 94108 990 2022-01-01 943345498 EPISCOPAL IMPACT FUND FKA EPISCOPAL CHARITIES EPIS 4158697809 1055 TAYLOR STREET SAN FRANCISCO CA 94108 CHRISTINA ALVAREZ EXECUTIVE DIRECTOR 4158697809 2023-06-05 1 CHRISTINA ALVAREZ 999009999 0 EDWARD FAHEY P00194561 4157774488 2023-06-05 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z CHRISTINA ALVAREZ 1055 TAYLOR STREET SAN FRANCISCO CA 94108 1631188 0 X WWW.EPISCOPALIMPACT.ORG X 1999 CA A FAITH-BASED, GRANT-MAKING ORGANIZATION FOCUSED ON THE ROOT CAUSES OF POVERTY. 21 21 6 0 0 0 1720384 789771 0 0 271534 202322 221738 319600 2213656 1311693 356650 483284 0 0 442317 488743 0 0 177950 105032 124440 903999 1096467 1309657 215226 6585359 5846236 114841 73291 6470518 5772945 X EPISCOPAL IMPACT FUND SERVES ORGANIZATIONS THAT ADDRESS THE ROOT CAUSES OF POVERTY IN THE BAY AREA, BOTH FINANCIALLY AND THROUGH MENTORSHIP AND GUIDANCE. INSPIRED BY THE TEACHINGS OF THE GOSPEL, WE SHARE A VISION OF A BAY AREA WITHOUT POVERTY. 0 0 747660 483284 FOR THE PAST 45 YEARS, EPISCOPAL IMPACT FUND HAS ADVANCED PATHWAYS OUT OF POVERTY FOR THE MOST VULNERABLE MEMBERS OF OUR COMMUNITY. WE COME TOGETHER TO PUT OUR FAITH INTO ACTION, INVESTING IN OPPORTUNITIES TO MAKE A MORE EQUITABLE FUTURE FOR BAY AREA FAMILIES LIVING IN POVERTY. IN 2022, OUR COMMUNITY GRANTS SUPPORTED NONPROFIT ORGANIZATIONS WORKING TO TACKLE THE REGION'S AFFORDABLE HOUSING CRISIS BY REDUCING BARRIERS TO HOUSING AND ECONOMIC STABILITY FOR FAMILIES AND YOUTH. WE ALSO CONTINUED TO SUPPORT THE CHURCHES OF THE DIOCESE OF CALIFORNIA IN THEIR SOCIAL MINISTRIES. TO EXPAND OUR IMPACT, WE ADDED TO OUR GRANTMAKING PORTFOLIO BY INCLUDING THE LAUNCH OF THE "SAY YES!" FUND, WHICH HONORS THE LEGACY OF RETIRED EXECUTIVE DIRECTOR KATHLEEN PIRAINO, AND HER WILLINGNESS TO PARTNER WITH GRANTEES WHEN UNEXPECTED NEEDS OCCURRED. UNDERSTANDING THAT WE WILL NOT AFFECT THE ROOT CAUSES OF POVERTY WITHOUT ENGAGING IN SYSTEMS CHANGE, WE ALSO ADDED NEW ADVOCACY GRANTS TO OUR PHILANTHROPY.IN 2022, GRANTS MADE IN CONJUNCTION WITH THE BROTHERTON FUND, OF WHICH EPISCOPAL IMPACT FUND IS A MEMBER, TOTALED OVER $885,000. THESE GRANTS POSITIVELY AFFECTED OVER 100,000 BAY AREA RESIDENTS EXPERIENCING POVERTY AND HOMELESSNESS. 747660 1 1 0 0 0 0 0 0 0 1 1 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 7 0 6 1 0 0 0 0 0 0 0 0 0 0 X 21 21 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X CHRISTINA ALVAREZ 4158697808 1055 TAYLOR STREET SAN FRANCISCO CA 94108 THE RT REV MARC HANDLEY ANDRUS BOARD CHAIR 2.00 X X 0 0 0 CRAIGE BERTERO BOARD MEMBER 2.00 X 0 0 0 JENNIFER BROOKS PRESIDENT 2.00 X X 0 0 0 THE REV LINDY BUNCH VICE PRESIDENT 2.00 X X 0 0 0 CECILLE CATERSON SECRETARY 2.00 X X 0 0 0 ANN AKICHIKA BOARD MEMBER 2.00 X 0 0 0 MARSHA DUGAN BOARD MEMBER 2.00 X 0 0 0 THE REV BETH LIND FOOTE BOARD MEMBER 2.00 X 0 0 0 JOHN HOCKIN TREASURER 2.00 X X 0 0 0 PETER KIDDER BOARD MEMBER 2.00 X 0 0 0 WELLS BLAXTER BOARD MEMBER 2.00 X 0 0 0 MINDY BUSH BOARD MEMBER 2.00 X 0 0 0 MICHELLE MYELS CHAMBERS BOARD MEMBER 2.00 X 0 0 0 AARON MULLEN BOARD MEMBER 2.00 X 0 0 0 TRICIA HAYES CHRISTENSEN BOARD MEMBER 2.00 X 0 0 0 DON MILLER BOARD MEMBER 2.00 X 0 0 0 JONATHAN SPEED BOARD MEMBER 2.00 X 0 0 0 DOROTHY RANDALL TSURUTA BOARD MEMBER 2.00 X 0 0 0 GARRETT PRICE BOARD MEMBER 2.00 X 0 0 0 ANDREW WOEBER BOARD MEMBER 2.00 X 0 0 0 KATHY SCHLEGEL BOARD MEMBER 2.00 X 0 0 0 CHRISTINA ALVAREZ EXECUTIVE DIRECTOR 40.00 X 137308 0 28584 KATHLEEN PIRAINO FORMER EXECUTIVE DIRECTOR 40.00 X 80351 0 15276 217659 0 43860 1 1 1 0 0 195496 594275 789771 180408 180408 144720 122806 21914 21914 21914 196689 195496 196689 0 ADMINISTRATIVE ALLOCAT 900099 319600 319600 319600 1311693 319600 0 202322 483284 483284 165892 99536 33178 33178 228094 104327 55829 67938 19997 6231 5875 7891 42795 22177 9537 11081 31965 13596 7532 10837 10253 10253 61740 8750 25680 27310 1902 122 379 1401 11393 3716 1192 6485 1846 1079 767 16388 1793 7179 7416 989 416 237 336 7507 943 5621 943 EQUIPMENT MAINTENANCE A 6887 1309 5578 BANK FEES 2680 80 833 1767 OTHER OPERATING EXPENSE 2255 301 1954 TRAINING AND DEVELOPMEN 600 600 1096467 747660 170857 177950 2045427 789234 473398 389812 632174 11524 1720 62455 60633 540 1822 4138056 3499388 0 448500 6585359 5846236 114841 73291 114841 73291 X 4017972 3642065 2452546 2130880 6470518 5772945 6585359 5846236 215226 -912799 0 X X 1 X 0 0 0 X 544098 360038 1206580 1720384 789771 4620871 544098 360038 1206580 1720384 789771 4620871 326609 4294262 115498 128724 127651 176926 180408 729207 178648 195508 49745 43944 196689 664534 6014612 1011114 0.71400 0.70420 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5627961 300000 -710500 104030 90836 5022595 4307713 1039812 445885 105084 60365 5627961 3736594 201000 506442 62907 73416 4307713 3017599 300000 586540 135011 32534 3736594 2979646 335000 -154691 108390 33966 3017599 0 0 51167 49345 1822 11288 11288 0 1822 DUE FROM BROTHERTON FUND 448500 448500 NIGHT OF LIGHT EVENT 392185 195496 196689 196689 392185 195496 196689 196689 196689 0 1 BUILDING OPPORTUNITIES FOR SELF-SUFFICIENCY 1918 UNIVERSITY AVENUE STE 2A BERKELEY CA 94709 510173390 501(C)3 25000 0 GENERAL SUPPORT FIRST PLACE FOR YOUTH 426 17TH STREET SUITE 100 OAKLAND CA 94612 943341034 501(C)3 25000 0 GENERAL SUPPORT OHLHOFF RECOVERY PROGRAMS 601 STEINER STREET SAN FRANCISCO CA 94117 941422466 501(C)3 6100 0 GENERAL SUPPORT REBUILDING TOGETHER SAN FRANCISCO PIER 28 THE EMBARCADERO SAN FRANCISCO CA 94105 943107808 501(C)3 25000 0 GENERAL SUPPORT SISTER TO SISTER 2 AKA SERENITY HOUSE 2363A SAN PABLO AVENUE OAKLAND CA 94612 271885809 501(C)3 25000 0 GENERAL SUPPORT SOJOURN CHAPLAINCY INC 1001 POTRERO AVE STE 2C5 SAN FRANCISCO CA 94110 873169820 501(C)3 19400 0 GENERAL SUPPORT ST VINCENT DE PAUL SOCIETY OF MARIN 820 B STREET SAN RAFAEL CA 94901 941207701 501(C)3 25000 0 GENERAL SUPPORT RAPHAEL HOUSE 1065 SUTTER ST SAN FRANCISCO CA 94109 943141608 501(C)3 24282 0 GENERAL SUPPORT WINTER NIGHTS FAMILY SHELTER 404 GREGORY LN 7 PLEASANT HILL CA 94523 844775540 501(C)3 10000 0 GENERAL SUPPORT A DIAMOND IN THE RUFF 5940 HAYES STREET OAKLAND CA 94621 271130600 501(C)3 10000 0 GENERAL SUPPORT NEW CREATION HOME MINISTRIES 422 HIBISCUS CT EAST PALO ALTO CA 94303 260044056 501(C)3 30000 0 GENERAL SUPPORT OAKLAND ELIZABETH HOUSE 6423 COLBY ST OAKLAND CA 94618 943225949 501(C)3 30000 0 GENERAL SUPPORT GREATER RICHMOND INTERFAITH PROGRAM 165 22ND STREET RICHMOND CA 94801 237169239 501(C)3 30000 0 GENERAL SUPPORT BEYOND EMANCIPATION 675 HEGENBERGER ROAD SUITE 100 OAKLAND CA 94621 943219520 501(C)3 30000 0 GENERAL SUPPORT CALIFORNIA CASA ASSOCIATION 3525 DEL MAR HEIGHTS ROAD 243 SAN DIEGO CA 92130 680163010 501(C)3 20000 0 GENERAL SUPPORT PARENT VOICES OAKLAND 5232 CLAREMONT AVE OAKLAND CA 94618 453171972 501(C)3 20000 0 GENERAL SUPPORT EPISCOPAL CHURCH OF THE RESURRECTION 399 GREGORY LANE PLEASANT HILL CA 94523 10000 0 GENERAL SUPPORT ST JAMESIGLESIA DE SANTIAGO 1540 12TH STREET OAKLAND CA 94606 7000 0 GENERAL SUPPORT EPISCOPAL CHURCH OF ST MARY THE VIRGIN 2325 UNION STREET SAN FRANCISCO CA 94123 6500 0 GENERAL SUPPORT CHRIST EPISCOPAL CHURCH PORTOLA VALLEY 815 PORTOLA ROAD PORTOLA VALLEY CA 94028 5880 0 GENERAL SUPPORT CHRIST EPISCOPAL CHURCH ALAMEDA 1700 SANTA CLARA AVE ALAMEDA CA 94501 10000 0 GENERAL SUPPORT ALL SAINTS' EPISCOPAL CHURCH SAN LEANDRO 911 DOWLING BLVD SAN LEANDRO CA 94577 6495 0 GENERAL SUPPORT 16 6 PART I, LINE 2: ORGANIZATIONS MUST SUBMIT GRANT APPLICATIONS WHICH ARE REVIEWED AND APPROVED BY MEMBERS OF THE PROGRAM COMMITTEE AND BOARD OF DIRECTORS. X X 0 0 0 0 0 0 0 0 0 CHRISTINA ALVAREZ EXECUTIVE DIRECTOR 137308 0 0 0 0 0 16226 0 12358 0 165892 0 0 0 KATHLEEN PIRAINO FORMER EXECUTIVE DIRECTOR 80351 0 0 0 0 0 4982 0 10294 0 95627 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE EPISCOPAL IMPACT FUND EXECUTIVE COMMITTEE MEETS TO REVIEW AND APPROVE FORM 990. FORM 990, PART VI, SECTION B, LINE 12C ANNUAL SIGNATURES MUST BE OBTAINED TO MONITOR AND ENFORCE COMPLIANCE WITH CONFLICT OF INTEREST POLICY. FORM 990, PART VI, SECTION B, LINE 15 EXECUTIVE COMMITTEE MEETS ANNUALLY TO DISCUSS COMPENSATION OF OFFICERS AND KEY EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XII THE AUDIT COMMITTEE OF EPISCOPAL IMPACT FUND ASSUMES RESPONSIBILITY OVER THE REVIEW. IN PRIOR YEARS, THE FINANCIAL STATEMENTS WERE AUDITED BY THE INDEPENDENT ACCOUNTING FIRM. THE BROTHERTON FUND 1055 TAYLOR STREET SAN FRANCISCO CA 94108 943402317 TO SUPPORT ST. LUKES HOSPITAL & THE GENERAL HEALTH AND WELFARE IN SF. CA 501(C)(3) LINE 12B, II EPISCOPAL IMPACT FUND 0 EPISCOPAL DIOCESE OF CALIFORNIA 1055 TAYLOR STREET SAN FRANCISCO CA 94108 941156840 TO SERVE A DIVERSE COMMUNITY OF FAITH ENCOMPASSING THE GREATER SF BAY AREA. CA 501(C)(3) LINE 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 1 1 0 0 0 0 THE BROTHERTON FUND 94-3402317 L 319600 ACTUAL EXPENSES EPISCOPAL DIOCESE OF CALIFORNIA O 84059 ALLOCATION % EPISCOPAL DIOCESE OF CALIFORNIA N