2022-05-10T11:06:01-05:00 2021-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 800N BETHESDA MD 208142930 990 2020-07-01 522028612 WASHINGTON AREA WOMEN'S FOUNDATION WASH 2023477737 1331 H STREET NW NO 1000 WASHINGTON DC 20005 JACQUELYN LENDSEY INTERIM PRESIDENT & CEO 2023477737 2022-05-10 1 JACQUELYN LENDSEY 999009999 RICHARD J LOCASTRO CPA P00288314 3019519090 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z JACQUELYN LENDSEY 1331 H STREET NW NO 1000 WASHINGTON DC 20005 2271744 0 X WWW.THEWOMENSFOUNDATION.ORG X 1997 DC SEE PART III, LINE 1. 11 11 10 12 0 0 1579764 2128702 0 0 41952 16243 -124886 619 1496830 2145564 830978 915550 0 0 928240 758789 0 0 200310 627020 343891 2386238 2018230 -889408 127334 2115352 1895684 564523 276360 1550829 1619324 X OUR MISSION IS TO MOBILIZE OUR COMMUNITY TO ENSURE THAT ECONOMICALLY VULNERABLE WOMEN AND GIRLS IN THE WASHINGTON REGION HAVE THE RESOURCES THEY NEED TO THRIVE. (SEE SCHEDULE O)1. "CATALYZE INVESTMENT" (SEE PART III FOR DESCRIPTION);2. "EDUCATE" (SEE PART III FOR DESCRIPTION);3. "ADVOCATE": (SEE PART III FOR DESCRIPTION); WASHINGTON AREA WOMEN'S FOUNDATION IS WORKING TO ADVANCE GENDER, RACIAL AND ECONOMIC JUSTICE BY MAKING GRANTS TO ORGANIZATIONS THAT ARE ACTIVELY PURSUING GENDER, RACIAL AND ECONOMIC JUSTICE AND ADVANCING POLICY AGENDAS CREATED BY AND FOR WOMEN AND GIRLS OF COLOR. 0 1 912447 778750 CATALYZE INVESTMENT: INCREASE THE INVESTMENT IN ORGANIZATIONS THAT ARE ACTIVELY PURSUING GENDER, RACIAL AND ECONOMIC JUSTICE AND INTENTIONALLY INVEST IN WOMEN AND GIRLS OF COLOR. 509853 EDUCATE: EDUCATE OUR COMMUNITY ABOUT THE SYSTEMIC BARRIERS FACING WOMEN AND GIRLS OF COLOR AND THE STRATEGIES AND POLICIES NEEDED TO DISMANTLE SEXIST AND RACIST SYSTEMS. 169110 136800 ADVOCATE: CENTER THE VOICES AND LIVED EXPERIENCES OF WOMEN AND GIRLS OF COLOR TO INFLUENCE POLICYMAKERS AND THE LOCAL PHILANTHROPIC SECTOR TO ADVANCE SYSTEMS AND INSTITUTIONAL CHANGE WITH A GENDER, RACIAL AND ECONOMIC LENS. 1591410 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 7 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD VA X X LUMIX CPAS & ADVISORS 2023477737 1331 H STREET NW NO 1000 WASHINGTON DC 20005 PINKIE D MAYFIELD BOARD CHAIR 5.00 X X 0 0 0 YVETTE BUTLER TREASURER 1.50 X X 0 0 0 TERESA PAYNE-NUNN BOARD SECRETARY 2.00 X X 0 0 0 JOYCE BRAYBOY BOARD MEMBER 0.50 X 0 0 0 EVELYN BYNUM BOARD MEMBER 0.50 X 0 0 0 SALLY D'AMATO BOARD MEMBER 0.50 X 0 0 0 ANDREA DYKES BOARD MEMBER 2.00 X 0 0 0 JAMES MACGREGOR BOARD MEMBER 0.50 X 0 0 0 JENNIFER PARKER PORTER BOARD MEMBER 0.50 X 0 0 0 MATTHEW SHANK BOARD MEMBER 0.50 X 0 0 0 LEO TUCKER BOARD MEMBER 0.50 X 0 0 0 JENNIFER LOCKWOOD-SHABAT PRESIDENT & CEO (UNTIL 6/30/21) 40.00 X 185827 0 8697 JACQUELYN LENDSEY INTERIM PRES. & CEO (FROM 06/2021) 40.00 X 0 0 0 185827 0 8697 1 0 1 0 0 14236 256948 1857518 1555 2128702 16280 16280 126143 126180 -37 -37 -37 MISCELLANEOUS 900099 619 619 619 2145564 0 0 16862 905550 905550 10000 10000 191531 175411 9831 6289 475080 243369 114290 117421 4223 2080 1055 1088 31979 19680 6147 6152 55976 35058 10501 10417 42101 19536 17670 4895 28322 13142 11887 3293 14980 9523 2326 3131 61642 37582 12037 12023 155994 95072 33066 27856 97 62 15 20 5569 3540 865 1164 1689 1074 262 353 6271 3822 1329 1120 6936 4227 1470 1239 PAYROLL PROCESSING FEES 11479 7195 2145 2139 EQUIPMENT RENTAL 4320 2633 916 771 SUBSCRIPTIONS & DUES 3682 2340 572 770 REGISTRATION FEES 726 461 113 152 83 53 13 17 2018230 1591410 226510 200310 X 526539 85010 475677 506767 325258 526998 106225 55548 42809 210750 203378 9737 7372 711376 609286 11217 11217 2115352 1895684 358796 102629 152500 152535 53227 21196 564523 276360 X 1038162 985629 512667 633695 1550829 1619324 2115352 1895684 127334 8536 -67375 0 X 0 1 X 1 0 X 2913160 1973399 2871541 1579764 2128702 11466566 2913160 1973399 2871541 1579764 2128702 11466566 2082207 9384359 40901 45928 41997 30034 16280 175140 8789 619 9408 11651114 0.80540 0.80170 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 59260 0 1 1 35564 34723 841 95679 89148 6531 79507 79507 0 7372 DEFERRED RENT 21196 21196 X 2196851 8536 42751 51287 2145564 0 2145564 2060981 42751 42751 2018230 0 2018230 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2021 AND 2020, THE FOUNDATION HAS DOCUMENTED ITS CONSIDERATION OF FASB ASC 740-10, INCOME TAXES, THAT PROVIDES GUIDANCE FOR REPORTING UNCERTAINTY IN INCOME TAXES AND HAS DETERMINED THAT NO MATERIAL UNCERTAIN TAX POSITIONS QUALIFY FOR EITHER RECOGNITION OR DISCLOSURE IN THE FINANCIAL STATEMENTS. SCHEDULE D, PART 1, LINE 4 DURING JULY 2021, THE FOUNDATION CLOSED THEIR DAF'S ACCOUNTS AND ANY REMAINING FUNDS NOT DISBURSED AT THE TIME OF CLOSURE WERE RETURNED TO THE DONORS. 1 ASHA PO BOX 2084 ROCKVILLE MD 20847 522193753 501(C)(3) 20000 SAFETY AND VIOLENCE PREVENTION AYUDA 1413 K STREET NW STE 500 WASHINGTON DC 20005 WASHINGTON DC 20005 520971440 501(C)(3) 15000 SAFETY AND VIOLENCE PREVENTION BLACK SWAN ACADEMY 5024 2ND ST NW WASHINGTON DC 20011 464244374 501(C)(3) 106800 TO CONVENE AND STRENGTHEN THE DC GIRLS COALITION BY BUILDING A NETWORK OF ORGANIZATIONS DEDICATED TO ADVOCATING AND ADOPTING POLICIES AND PRACTICES THAT CENTER THE NEEDS OF YOUNG WOMEN AND GENDER-EXPANSIVE YOUTH OF COLOR. BRIGHT BEGINNINGS 3418 4TH STREET SE WASHINGTON DC 200325486 521697917 501(C)(3) 6000 PROVIDED DIRECT CASH ASSISTANCE TO 10 EARLY CHILDHOOD EDUCATORS WHO WORK AT BRIGHT BEGINNINGS AND WHO ARE STRUGGLING WITH FINDING CHILD CARE FOR THEIR OWN CHILDREN IN ORDER TO BE ABLE TO RETURN TO WORK AND AN INDIRECT RATE/GENERAL OPERATING TO BRIGHT BEGINNINGS. BRIYA 2333 ONTARIO ROAD NW WASHINGTON DC 20009 204497716 501(C)(3) 15000 GENERAL OPERATING SUPPORT DASH PO BOX 91730 WASHINGTON DC 20010 711019574 501(C)(3) 20000 SAFETY AND VIOLENCE PREVENTION DC FISCAL POLICY - ECEFC GRANT FY21 1275 FIRST STREET NE SUITE 1200 WASHINGTON DC 20002 832103918 501(C)(3) 25000 GENERAL OPERATING SUPPORT - COMMUNITY IMPACT AND EVALUATION DC RAPE CRISIS#METOO GRANT 5321 FIRST PLACE NE WASHINGTON DC 20001 237377193 501(C)(3) 80000 SAFETY AND VIOLENCE PREVENTION DCAEYC - ECEFC GRANT FY21 700 PENNSYLVANIA AVENUE SOUTHEAST SUITE 2073 WASHINGTON DC 20003 300414415 501(C)(3) 25000 GENERAL OPERATING SUPPORT DCFCA 900 BRENTWOOD ROAD NE PO BOX 90148 WASHINGTON DC DC 20018 472344863 501(C)(3) 15000 GENERAL OPERATING SUPPORT DCPCA 1620 I STREET NW SUITE 300 WASHINGTON DC DC 20006 521999196 501(C)(3) 65000 GENERAL OPERATING SUPPORT FUSION PARTNERSHIP - SPACES IN ACTION 1601 GUILFORD AVE 2 SOUTH BALTIMORE MD 21202 522148413 501(C)(3) 40000 GENERAL OPERATING SUPPORT HOME CARE PARTNERS 1234 MASSACHUSETTS AVE NW STE C-1002 WASHINGTON DC DC 20005 521920603 501(C)(3) 10000 GENERAL OPERATING SUPPORT HOUSE OF RUTH 5 THOMAS CIRCLE NW WASHINGTON DC DC 20006 521054102 501(C)(3) 80000 GENERAL OPERATING SUPPORT & SAFETY AND PREVENTION IDENTITY INC 414 EAST DIAMOND AVE GAITHERSBURG MD 20877 522120012 501(C)(3) 23000 GENERAL OPERATING SUPPORT - STAND TOGETHER FUND IKRAM 2201 COOPERATIVE WAY SUITE 600 HERNDON VA 20171 471523065 501(C)(3) 15000 SAFETY AND VIOLENCE PREVENTION INFANT TOODLER FAMILY DAY CARE 11166 FAIRFAX BOULEVARD SUITE 206 FAIRFAX VA 22030 541228948 501(C)(3) 47725 GENERAL OPERATING SUPPORT - STAND TOGETHER FUND LIFT DC 999 NORTH CAPITOL STREET NE STE 310 310 WASHINGTON DC DC 20002 522168409 501(C)(3) 15525 GENERAL OPERATING SUPPORT - STAND TOGETHER FUND MDAEYC PO BOX 2153 MONTGOMERY VILLAGE MD 20659 521384529 501(C)(3) 10000 GENERAL OPERATING SUPPORT MSFCCA 10612 HARPOON HILL COLUMBIA MD 21044 521579040 501(C)(3) 12000 GENERAL OPERATING SUPPORT NONPROFIT MONTGOMERY 6010 EXECUTIVE BOULEVARD SUITE 200 ROCKVILLE MD 20852 823602025 501(C)(3) 10000 GENERAL OPERATING SUPPORT NVAEYC - ECEFC GRANT FY21 4094 MAJESTIC LANE 148 FAIRFAX VA 22033 237403010 501(C)(3) 20000 GENERAL OPERATING SUPPORT PGCRC 9475 LOTTSFORD ROAD LARGO MD 20774 521772595 501(C)(3) 74500 GENERAL OPERATING SUPPORT & STAND TOGETHER FUND THE TIDES CENTER - RIGHTS4GIRLS PO BOX 29907 SAN FRANSICO CA 94129 943213100 501(C)(3) 40000 YOUNG WOMEN OF COLOR & SAFETY AND VIOLENCE PREVENTION VA ANTI-VIOLENCE PROJECT PO BOX 7445 RICHMOND VA 23221 263754508 501(C)(3) 20000 SAFETY AND VIOLENCE SUPPORT VOICES FOR VIRGINIA 1606 SANTA ROSA RD SUITE 109 HENRICO VA 23229 541726265 501(C)(3) 10000 GENERAL OPERATING SUPPORT WONDER'S EARLY 5272 RIVER ROAD BETHESDA MD 20816 521055687 501(C)(3) 75000 IMPLEMENTS EQUITY-FOCUSED PRACTICES IN EARLY CHILDHOOD LEADERSHIP/TEACHING/FAMILY ENGAGEMENT 27 0 COMMUNITY PROJECT GRANTS TO YOUNG WOMEN 5 10000 PART I, LINE 2: PRIOR TO THE RECEIPT OF GRANT FUNDS, ORGANIZATIONS ARE REQUIRED TO SIGN A GRANT AGREEMENT THAT STIPULATES THE SPECIFIC USE OF FUNDS BEING GRANTED, THE TIME PERIOD DURING WHICH THE FUNDS MUST BE EXPENDED, AND THE REPORTING PERIOD. IN FY20, WE MOVED TO A TRUST-BASED PHILANTHROPIC MODEL, PLACING THE ONUS OF DUE DILIGENCE ON OUR STAFF AND PROVIDING GRANT RECIPIENTS WITH GREATER FLEXIBILITY IN THE USE OF FUNDS AND REPORTING. THROUGHOUT THE GRANT PERIOD, PROGRAM STAFF REGULARLY CHECK-IN WITH GRANT RECIPIENTS VIA PHONE CALLS TO ASSESS PROGRESS AND TROUBLESHOOT ANY CHALLENGES. X X X 0 0 0 0 0 0 0 0 0 JENNIFER LOCKWOOD-SHABAT PRESIDENT & CEO (UNTIL 6/30/21) 185827 0 0 0 0 0 7150 0 1547 0 194524 0 0 0 FORM 990, PART III, LINE 3 DURING JULY 2021, THE FOUNDATION CLOSED THEIR DAF'S ACCOUNTS AND ANY REMAINING FUNDS NOT DISBURSED AT THE TIME OF CLOSURE WERE RETURNED TO THE DONORS. FORM 990, PART VI, SECTION B, LINE 11B THE DRAFT 990 WAS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. THE DRAFT WAS REVIEWED BY THE PRESIDENT & CEO, AN EXTERNAL FINANCE CONSULTANT, AND THE FINANCE COMMITTEE. THE FINAL 990 WAS DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM ANNUALLY, WHICH ASKS THEM TO LIST ANY KNOWN OR POTENTIAL CONFLICTS AND ALSO ASKS THEM TO ATTEST THAT THEY WILL ALERT THE BOARD OR COMMITTEE OF ANY UNANTICIPATED CONFLICTS THAT ARISE DURING THE COURSE OF THEIR WORK WITH WAWF. WHEN A CONFLICT ARISES, THE CONFLICTED MEMBER RECUSES HIM/HERSELF FROM ANY DISCUSSIONS AND DECISION-MAKING INVOLVING THE CONFLICT. THE ORGANIZATION HAS A SIMILAR POLICY FOR EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY WAS SET IN CONSULTATION WITH A REPUTABLE STRATEGIC HUMAN RESOURCES CONSULTING FIRM THAT PROVIDED BENCHMARKING FIGURES BY CONDUCTING A FORMAL REVIEW OF COMPARABLE SALARIES THROUGH CONSULTATION WITH PEER ORGANIZATIONS AND A NATIONAL DATABASE. THE CONSULTING FIRM PRESENTED ITS DATA TO THE BOARD. THE EXECUTIVE COMMITTEE REFERRED TO THIS DATA PRIOR TO FINALIZING THE PRESIDENT'S CONTRACT IN AUGUST 2018. COMPENSATION ADJUSTMENTS HAVE BEEN, AND WILL CONTINUE TO BE, EVALUATED ANNUALLY AT THE CLOSE OF EACH FISCAL YEAR BASED ON PERFORMANCE AND ON THE FINANCIAL POSITION OF THE ORGANIZATION. THE CONTRACT AND SALARY HISTORY ARE DOCUMENTED AND MAINTAINED IN THE PRESIDENT'S H.R. FILE. 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 X, LINE 24 ON APRIL 28, 2020, THE FOUNDATION RECEIVED LOAN PROCEEDS IN THE AMOUNT OF $152,500 UNDER THE PAYCHECK PROTECTION PROGRAM (PPP). UNDER THE CORONAVIRUS AID, RELIEF, AND ECONOMIC SECURITY ACT (CARES ACT), THE PROMISSORY NOTE MUST BE USED FOR CERTAIN EXPENDITURES WITHIN A 24-WEEK PERIOD TO ULTIMATELY BE FORGIVEN BY THE SMALL BUSINESS ADMINISTRATION. DURING THE YEAR ENDED JUNE 30, 2021, THE FOUNDATION EXPENDED AND TRACKED THE PPP FUNDS FOR PURPOSES OUTLINED IN THE CARES ACT GUIDANCE AND RECEIVED FULL FORGIVENESS FROM THE SBA IN MARCH 2021. ACCORDINGLY, THE FOUNDATION HAS RECORDED REVENUE FROM FORGIVENESS OF DEBT ON THE ACCOMPANYING STATEMENTS OF ACTIVITIES AND CHANGES IN NET ASSETS. ON FEBRUARY 12, 2021, THE FOUNDATION RECEIVED A SECOND ROUND OF LOAN PROCEEDS IN THE AMOUNT OF $152,535 UNDER THE PAYCHECK PROTECTION PROGRAM. THE PROMISSORY NOTE CALLS FOR MONTHLY PRINCIPAL AND INTEREST PAYMENTS AMORTIZED OVER THE TERM OF THE PROMISSORY NOTE, UNLESS OTHERWISE FORGIVEN. THE FOUNDATION INTENDS TO USE THE PROCEEDS FOR PURPOSES CONSISTENT WITH THE PAYCHECK PROTECTION PROGRAM AND BELIEVES THAT ITS USE OF THE LOAN PROCEEDS WILL MEET THE CONDITIONS FOR FORGIVENESS OF THE LOAN. THE FOUNDATION INTENDS TO APPLY FOR FORGIVENESS AFTER COMPLETING THE 24-WEEK PERIOD.