2022-05-06T13:30:01-05:00 2021-12-31 271728945 PKF O'CONNOR DAVIES LLP 245 PARK AVENUE 12TH FLOOR NEW YORK NY 10167 990 2021-01-01 743158155 PEAK GRANTMAKING INC PEAK 8884661996 1701 PENNSYLVANIA AVE NW 200 WASHINGTON DC 20006 DOLORES ESTRADA CHIEF OPERATING OFFICER 8884661996 2022-05-06 1 DOLORES ESTRADA 999009999 EVA MRUK P00543254 2122862600 2022-05-06 0 AAL1 IAL1 2021 2022-09-23 18:48:47Z X SATONYA FAIR JD 1701 PENNSYLVANIA AVE NW 200 WASHINGTON DC 20006 6222343 0 X PEAKGRANTMAKING.ORG X 2005 DE TRANSFORMING PHILANTHROPY BY OPERATIONALIZING EQUITY-CENTERED, VALUES-DRIVEN GRANTMAKING. 17 17 14 358 0 0 1738029 5302823 783838 895591 25447 19876 32275 4053 2579589 6222343 0 0 0 0 1234140 1628575 0 0 591041 851412 1660380 2085552 3288955 494037 2933388 2375108 5159173 634106 286144 1741002 4873029 X TRANSFORMING PHILANTHROPY BY ELEVATING THE FIELD OF GRANTS MANAGEMENT AND EMPOWERING GRANTS MANAGEMENT PROFESSIONALS TO LEAD THE WAY IN OPERATIONALIZING EQUITY-CENTERED, VALUES-DRIVEN GRANTMAKING PRACTICES. 0 0 1635020 0 538302 PROGRAMS: PEAK GRANTMAKING IS HELPING OUR MEMBERS MOVE FROM CONVERSATION TO ACTION, BY IDENTIFYING AND ADOPTING EQUITABLE, EFFECTIVE GRANTMAKING PRACTICES, TRANSFORMING HOW GRANTS GET MADE. THE PRINCIPLES FOR PEAK GRANTMAKING ARE OUR CALL TO ACTION TO TRANSFORM THE PRACTICE OF PHILANTHROPY INTO THE PRACTICE OF PRINCIPLED GRANTMAKING. PEAK SUPPORTED MEMBERS IN ADVANCING PRACTICE CHANGE WITH OPPORTUNITIES FOR EMERGENT LEARNING AND PEER CONNECTION ACROSS 132 EVENTS WITH NEARLY 9,000 PARTICIPANTS. OUR 14 REGIONAL CHAPTERS HELD 79 MEETINGS UP 22% FROM 2020 THAT COLLECTIVELY GENERATED A 63% INCREASE IN PARTICIPANTS. OUR SECOND ALL-VIRTUAL ANNUAL CONFERENCE HAD 1,281 ATTENDEES, UP 13% FROM 2020. WE LAUNCHED FOUR AFFINITY GROUPS, THREE CAUCUSES, AND THREE COMMUNITIES OF PRACTICE TO PROVIDE NEW OPPORTUNITIES FOR PEER LEARNING, ENGAGING 527 MEMBERS. OUR CONNECT ONLINE DISCUSSION FORUM CONTINUED TO BE A VITAL RESOURCE, ENGAGING 2,800 MEMBERS ACROSS THE YEAR. 497723 0 357784 MEMBER ENGAGEMENT: PEAK GRANTMAKING BUILDS AND GROWS THE PROFESSION OF GRANTS MANAGEMENT BY ATTRACTING AND RETAINING MEMBERS, AND BY RECRUITING AND TRAINING AN EXPANDED CADRE OF VOLUNTEERS WHO ADVANCE THE PRACTICE OF GRANTS MANAGEMENT IN THEIR ORGANIZATIONS AND REGIONS.PEAK INSTITUTIONAL MEMBERSHIP EXPANDED SIGNIFICANTLY, UP 9% TO 511 CONTRIBUTING ORGANIZATIONS. OVERALL, OUR NETWORK GREW BY 17% TO 6,510 PHILANTHROPY PROFESSIONALS. BENEFITS OF MEMBERSHIP INCLUDE A GROWING SUITE OF RESOURCES, TOOLS, PUBLICATIONS, PROGRAMS, EVENTS, AND ONGOING MEMBER SUPPORT. IN RETURN, A RECORD 358 INDIVIDUALS VOLUNTEERED THEIR TIME TO PROVIDE COMMUNITY SUPPORT BY LEADING PEER NETWORKS, SHARING KNOWLEDGE, AND CONTRIBUTING THOUGHT LEADERSHIP. OUR VOLUNTEER CORPS INCLUDES 17 BOARD MEMBERS, 74 CHAPTER LEADERS, 38 ADVISORY COUNCIL MEMBERS, AND 63 CONTRIBUTORS TO OUR PUBLISHING PROGRAM. 2132743 1 1 0 0 0 0 0 0 0 0 1 0 0 0 0 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 19 0 14 1 0 0 0 0 0 1 0 0 0 0 0 0 0 X 17 17 0 0 0 0 1 1 1 1 1 0 1 1 1 1 1 1 1 1 1 1 0 X X EUN WOO PARK MARCUM LLP 2028225000 1899 L ST NW SUITE 850 WASHINGTON DC 20036 STEVEN CASEY CO-CHAIR 2.00 X X 0 0 0 ADRIANA JIMENEZ CHAIR EMERITUS CO-CHAIR THROUGH MAY 2021 2.00 X X 0 0 0 GARY ROMERO CO-CHAIR 2.00 X X 0 0 0 KERRI HURLEY SECRETARY 2.00 X X 0 0 0 TIM ROBINSON TREASURER 2.00 X X 0 0 0 JOSHUA ABEL DIRECTOR 1.00 X 0 0 0 KEVIN BOLDUC DIRECTOR 1.00 X 0 0 0 JANET CAMARENA DIRECTOR 1.00 X 0 0 0 ELSA CHIN DIRECTOR 1.00 X 0 0 0 BRIDGET DE LEON DIRECTOR 1.00 X 0 0 0 JANET DISLA DIRECTOR 1.00 X 0 0 0 TIAUNA GEORGE DIRECTOR 1.00 X 0 0 0 ALLISON GISTER DIRECTOR 1.00 X 0 0 0 TERESITA MAZ DIRECTOR 1.00 X 0 0 0 IFY MORA DIRECTOR 1.00 X 0 0 0 SUKI O'KANE DIRECTOR THROUGH MAY 2021 1.00 X 0 0 0 MIYESHA PERRY DIRECTOR 1.00 X 0 0 0 ADAM SANDERS DIRECTOR 1.00 X 0 0 0 ELIZABETH TABITA DIRECTOR THROUGH MAY 2021 1.00 X 0 0 0 JANE WARD DIRECTOR 1.00 X 0 0 0 DOLORES ESTRADA CHIEF OPERATING OFFICER 40.00 X 188770 0 16517 SATONYA FAIR CHIEF EXECUTIVE OFFICER 40.00 X 240700 0 17896 BETSY F REID COMMUNICATIONS & MARKETING DIRECTOR 40.00 X 119147 0 13657 SARA RICHMAN SANDERS MEMBERSHIP DIRECTOR 40.00 X 113294 0 5260 661911 0 53330 4 0 1 0 HISTORY FACTORY 1233 20TH STREET NORTHWEST SUITE 7 WASHINGTON DC 20036 VIDEO PRODUCTION SERVICES 189406 MARCUM LLP 750 THIRD AVENUE 11TH FLOOR NEW YORK NY 10017 ACCOUNTING SERVICES 130936 2 7500 1566422 189873 3539028 5302823 MEMBERSHIP DUES 561499 357784 357784 ANNUAL CONFERENCE 561499 287500 287500 REGISTRATION FEES 561499 168817 168817 WORKSHOPS 561499 46775 46775 CONFERENCE EXHIBITORS 561499 34715 34715 895591 19876 19876 495 0 495 495 OTHER INCOME 561499 3558 3558 3558 6222343 896086 0 23434 X 463883 274304 114690 74889 939619 555617 232311 151691 132389 78285 32731 21373 92684 54806 22915 14963 216 216 142951 142951 572092 242686 122707 206699 79369 6501 51806 21062 216855 143612 52427 20816 49993 49993 92 92 521606 518208 2184 1214 6574 667 5907 4567 4567 MISCELLANEOUS 31367 1569 22598 7200 RECRUITMENT 26017 26017 PROF. DEVELOPMENT 8681 44 8637 ALLOC OF ADMIN EXP. 0 256444 -327578 71134 3288955 2132743 565171 591041 1095557 2836741 101602 501804 25000 177000 0 100000 94321 119405 191395 167243 2519 24152 1047863 1396971 8246 3100 2375108 5159173 52791 67205 391442 218939 189873 0 634106 286144 X 1539613 4601723 201389 271306 1741002 4873029 2375108 5159173 2933388 129419 69220 0 X X 0 1 X 1 0 X 1400884 1294378 1221104 1738029 5302823 10957218 1400884 1294378 1221104 1738029 5302823 10957218 129072 10828146 20422 22323 26153 25447 19876 114221 8353 8962 10323 30385 3558 61581 11133020 4902716 0.97260 0.86660 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 59928 36116 23812 131467 131127 340 24152 X 6351762 129419 129419 6222343 0 6222343 3288955 0 3288955 0 3288955 PART X, LINE 2: PEAK GRANTMAKING RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT PEAK GRANTMAKING HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PEAK GRANTMAKING IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO 2018. X X X X 0 0 0 0 0 0 0 1 0 SATONYA FAIR CHIEF EXECUTIVE OFFICER 239200 0 1500 0 0 0 0 0 17896 0 258596 0 0 0 DOLORES ESTRADA CHIEF OPERATING OFFICER 187270 0 1500 0 0 0 0 0 16517 0 205287 0 0 0 PART I, LINE 7 THE INDIVIDUALS REPORTED IN PART II EACH RECEIVED A BONUS DURING CALENDAR YEAR 2021 WHICH WAS INCLUDED IN THEIR TAXABLE COMPENSATON. THE BONUS AMOUNTS ARE REPORTED IN PART II, COLUMN B(II). FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS A SINGLE CLASS OF VOTING MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A THE ORGANIZATION'S MEMBERS HAVE THE RIGHT TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B THE DECISION TO APPROVE THE AMENDMENT OF THE ORGANIZATION'S BYLAWS IS RESERVED TO THE ORGANIZATION'S MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTING FIRM. IT IS REVIEWED BY THE CHIEF OPERATING OFFICER, AND PRESENTED TO THE FINANCE COMMITTEE OF THE BOARD FOR REVIEW. A COMPLETE COPY OF THE RETURN IS PROVIDED TO ALL MEMBERS OF THE ORGANIZATION'S GOVERNING BODY FOR THEIR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS A CONFLICTS OF INTEREST POLICY WHICH APPLIES TO DIRECTORS, OFFICERS, AND EMPLOYEES (INTERESTED PERSONS). SUCH PERSONS, IN CONNECTION WITH ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST, MUST DISCLOSE ALL MATERIAL FACTS TO BOARD MEMBERS AND MEMBERS OF COMMITTEES WITH POWERS DELEGATED BY THE BOARD TO CONSIDER THE PROPOSED TRANSACTION OR ARRANGEMENT. AN INTERESTED PERSON WHO IS IN DOUBT AS TO THE EXISTENCE OF A CONFLICT OF INTEREST IS REQUESTED TO DISCLOSE ALL FACTS PERTAINING TO THE TRANSACTION OR ARRANGEMENT BEFORE UNDERTAKING THE TRANSACTION OR ARRANGEMENT OR MAKING ANY DECISION IN THE MATTER. IT IS THE RESPONSIBILITY OF THE BOARD, OR A DELEGATED COMMITEE THEREOF, TO DETERMINE WHETHER A POSSIBLE CONFLICT OF INTEREST IS IN FACT A CONFLICT, AS WELL AS TO REVIEW THE PROPOSED TRANSACTION OR ARRANGEMENT. THE INTERESTED PERSON IS NOT PERMITTED TO VOTE ON WHETHER THE TRANSACTION OR ARRANGEMENT IS IN THE ORGANIZATION'S BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE. FORM 990, PART VI, SECTION B, LINE 15 THE ORGANIZATION'S PROCESS FOR DETERMINING THE COMPENSATION OF THE PRESIDENT AND CEO AND THE CHIEF OPERATING OFFICER USES BENCHMARKNG DATA FROM COMPENSATION SURVEYS/STUDIES, AND FORM 990S OF PEER ORGANIZATIONS. THEIR COMPENSATION IS THEN APPROVED BY THE ORGANIZATION'S EXECUTIVE COMMITTEE AFTER CONVERSATION AND REVIEW OF COMPARABLE DATA. DECISIONS ARE INTERNALLY DOCUMENTED BY THE ORGANIZATION AND THE PROCESS LAST OCCURRED IN 2021. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990, FINANCIAL STATEMENTS, AND CONFLICTS OF INTEREST POLICY AVAILABLE TO THE PUBLIC BY POSTING ON THEIR WEBSITE. THESE DOCUMENTS, AS WELL AS THE ORGANIZATION'S BYLAWS, ARE ALSO AVAILABLE UPON REQUEST TO THE ORGANIZATION. FORM 990, PART IX, LINE 11G GRAPHIC DESIGN: PROGRAM SERVICE EXPENSES 21,613. MANAGEMENT AND GENERAL EXPENSES 10,928. FUNDRAISING EXPENSES 18,408. TOTAL EXPENSES 50,949. HR SERVICES: PROGRAM SERVICE EXPENSES 28,113. MANAGEMENT AND GENERAL EXPENSES 14,214. FUNDRAISING EXPENSES 23,944. TOTAL EXPENSES 66,271. EVENT MANAGEMENT: PROGRAM SERVICE EXPENSES 35,499. MANAGEMENT AND GENERAL EXPENSES 17,949. FUNDRAISING EXPENSES 30,235. TOTAL EXPENSES 83,683. CONSULTANTS: PROGRAM SERVICE EXPENSES 78,012. MANAGEMENT AND GENERAL EXPENSES 39,444. FUNDRAISING EXPENSES 66,444. TOTAL EXPENSES 183,900. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 79,449. MANAGEMENT AND GENERAL EXPENSES 40,172. FUNDRAISING EXPENSES 67,668. TOTAL EXPENSES 187,289. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS AN AUDIT COMMITTEE WHICH IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.