2022-09-27T11:47:37-05:00 2021-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2021-01-01 911110995 PHILANTHROPY NORTHWEST PHIL 2064438434 600 UNIVERSITY ST 1725 SEATTLE WA 98101 JILL NISHI CEO 2064438434 2022-09-22 1 JILL NISHI 999009999 ALLEN GILBERT CPA P01380103 4252506100 2022-09-22 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z X JILL NISHI 600 UNIVERSITY ST 1725 SEATTLE WA 98101 9047946 0 X WWW.PHILANTHROPYNW.ORG X 1976 WA PHILANTHROPY NORTHWEST PROMOTES, FACILITATES, AND DRIVES COLLABORATIVE ACTION BY PHILANTHROPIC ORGANIZATIONS TO STRENGTHEN COMMUNITIES IN OUR SIX STATE REGION OF ALASKA, IDAHO, MONTANA, OREGON, WASHINGTON AND WYOMING. OUR VISION IS NORTHWEST COMMUNITIES THAT HAVE VIBRANT, HEALTHY FUTURES THAT HONOR OUR PAST, OUR PEOPLE AND OUR CULTURES. 22 22 33 110 0 0 33614454 5341449 1989528 2539471 23206 12624 0 0 35627188 7893544 26737681 3299192 0 0 3028295 3165788 0 0 112091 3073064 2805865 32839040 9270845 2788148 -1377301 11081765 9442103 912885 650524 10168880 8791579 X PHILANTHROPY NORTHWEST PROMOTES, FACILITATES, AND DRIVES COLLABORATIVE ACTION BY PHILANTHROPIC ORGANIZATIONS TO STRENGTHEN COMMUNITIES IN OUR SIX STATE REGION OF ALASKA, IDAHO, MONTANA, OREGON, WASHINGTON AND WYOMING. OUR VISION IS NORTHWEST COMMUNITIES THAT HAVE VIBRANT, HEALTHY FUTURES THAT HONOR OUR PAST, OUR PEOPLE AND OUR CULTURES. 0 0 862991 0 0 MEMBER DUES SUPPORT PROGRAMS AND SERVICES FOR MEMBERS AND THE BROADER PHILANTHROPIC AND NONPROFIT SECTORS. MEMBERS INCLUDE PRIVATE, FAMILY, COMMUNITY AND PUBLIC FOUNDATIONS, QUASI-GOVERNMENT ORGANIZATIONS, AND CORPORATE GIVING PROGRAMS. 2639194 0 2299186 THE GIVING PRACTICE (TGP) PROVIDES CUSTOMIZED PHILANTHROPIC CONSULTING TO PHILANTHROPIC ORGANIZATIONS AND COLLABORATIONS IN THE NORTHWEST AND NATIONALLY. TGP PROVIDES HIGH QUALITY CONSULTING SERVICES AND IS A SOURCE OF INCOME TO SUPPORT PHILANTHROPY NORTHWEST'S CHARITABLEACTIVITIES. TGP ENGAGEMENTS CROSS A WIDE SPECTRUM: COACHING & ORGANIZATIONAL SUPPORT; COLLABORATIVE PROJECTS; EVALUATION; MEETING DESIGN AND FACILITATION; MISSION INVESTING; STRATEGIC PLANNING; AND EXECUTIVE SEARCHES. TGP ALSO OFFERS CUSTOMIZED FACILITATION AND COACHING ON DEI TOPICS. 479662 0 165099 PHILANTHROPY NORTHWEST SERVES AS A CONVENER, TRAINER, RESOURCE CENTER, SERVICE PROVIDER, AND ADVOCATE FOR PHILANTHROPIC ISSUES OF INTEREST TO ITS MEMBERS. PROGRAMS INCLUDE COHORT-SUPPORTED PEER LEARNING, VARIOUS ISSUE-SPECIFIC FUNDER TABLES, A CAPACITY BUILDING LEARNING COMMUNITY, AND AN ANNUAL CONFERENCE. 3727092 3299192 75186 PHILANTHROPY NORTHWEST'S AD HOC SPECIAL INITIATIVES DURING THE YEAR INCLUDED THE FOLLOWING PROGRAMS: BUILDING COMMUNITY PHILANTHROPY, MOMENTUM FELLOWS AND NORTHWEST REPARATIONS. IT ALSO PROVIDED FISCAL SPONSORSHIP SERVICES TO THE HMONG IMPACT GIVING CIRCLE. 3727092 3299192 75186 7708939 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 63 0 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 22 22 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X X LUKE TUFTS 2064438434 600 UNIVERSITY STREET SUITE 1725 SEATTLE WA 98101 ANJANA PANDEY INTERIM CEO 40.00 X 271122 0 16267 AUDREY HABERMAN MANAGING DIRECTOR, TGP 40.00 X 181062 0 20106 SINDHU KNOTZ MANAGING PARTNER, TGP 40.00 X 177949 0 10677 NANCY ZWIEBACK CFO 40.00 X 147216 0 16661 MEREDITH HIGASHI DIRECTOR, PUBLIC POLICY AND ADVOCACY 40.00 X 135766 0 15974 KAREN WESTING VP, MARKETING & COMMUNICATIONS 40.00 X 129366 0 15590 NANCY SANABRIA DIRECTOR, LEARNING STRATEGIES 40.00 X 110966 0 14486 LYN HUNTER DIRECTOR, REGIONAL STRATEGIES & NETWORKS 40.00 X 103352 0 20245 ALEESHA TOWNS-BAIN CHAIR 4.00 X X 0 0 0 LILLIANE BALLESTEROS VICE CHAIR OF OPERATIONS 3.00 X X 0 0 0 ELIZABETH RIPLEY VICE CHAIR OF OPERATIONS (THRU OCT) 3.00 X X 0 0 0 C'ARDISS GARDNER GLESER VICE CHAIR OF PROGRAMS 3.00 X X 0 0 0 NICHOLE JUNE MAHER TREASURER 3.00 X X 0 0 0 BRENDA SOLORZANO SECRETARY 3.00 X X 0 0 0 CAT MARTIN CO-CHAIR MEMBERSHIP ENGAGEMENT 3.00 X 0 0 0 HUONG VU CO-CHAIR MEMBERSHIP ENGAGEMENT 3.00 X 0 0 0 MIKE HALLIGAN CO-CHAIR PUBLIC POLICY 3.00 X 0 0 0 ERIN KAHN CO-CHAIR PUBLIC POLICY (THRU OCT) 3.00 X 0 0 0 SUSAN ANDERSON BOARD MEMBER (THRU OCT) 3.00 X 0 0 0 KABERI BANERJEE MURTHY BOARD MEMBER 3.00 X 0 0 0 KAREN BILOWITH BOARD MEMBER (LEFT BEFORE YE) 3.00 X 0 0 0 DIANA BIRKETT RAKOW BOARD MEMBER 3.00 X 0 0 0 BRIAN BOYD BOARD MEMBER (THRU OCT) 3.00 X 0 0 0 KELLY BRUGGEMAN BOARD MEMBER 3.00 X 0 0 0 SHONA CARTER BOARD MEMBER 3.00 X 0 0 0 MARK DEDERER BOARD MEMBER 3.00 X 0 0 0 MICHELLE DEWITT BOARD MEMBER 3.00 X 0 0 0 KRIS HERMANNS BOARD MEMBER 3.00 X 0 0 0 MICHELLE KAUHANE BOARD MEMBER 3.00 X 0 0 0 ALEXANDRIA MCKAY BOARD MEMBER 3.00 X 0 0 0 LA QUEN NAAY MEDICINE CROW BOARD MEMBER (THRU OCT) 3.00 X 0 0 0 TOYA NASH RANDALL BOARD MEMBER 3.00 X 0 0 0 JILL NISHI BOARD MEMBER (LEFT BEFORE YE) 3.00 X 0 0 0 ERNEST RASMUSSEN BOARD MEMBER 3.00 X 0 0 0 MARY RUTHERFORD BOARD MEMBER 3.00 X 0 0 0 DOUG STAMM BOARD MEMBER (LEFT BEFORE YE) 3.00 X 0 0 0 BRIAN TANNER BOARD MEMBER 3.00 X 0 0 0 AYYU QASSATAQ BOARD MEMBER 3.00 X 0 0 0 1256799 0 130006 9 0 1 0 MARK SEDWAY ASSOCIATES 2015 2ND AVE STE 1001 SEATTLE WA 98121 CONSULTING 295653 ELIZABETH FISHER 419 S 8TH ST STE 212 BOISE ID 83702 CONSULTING 280585 DAWN CHIRWA 3314 SE HINDS ST SEATTLE WA 98126 CONSULTING 222261 ANNE KATAHIRA 2710 34TH AVE S SEATTLE WA 98144 CONSULTING 204195 PAT VINH-THOMAS 14715 SE 56TH STREET BELLEVUE WA 98006 CONSULTING 184595 7 857710 427571 4056168 11250 5341449 CONSULTING 561499 2299186 2299186 EDUCATION AND MEETINGS 561499 165099 165099 DIRECTORY/JOB BANK 561499 65495 65495 FISCAL SPONSOR SERVICES 561499 9691 9691 2539471 12566 12566 1154460 1154402 58 58 58 7893544 2539471 0 12624 X 3299192 3299192 652433 320588 267030 64815 2054864 1310099 720132 24633 105404 60664 43436 1304 133699 74331 55172 4196 219388 126973 85218 7197 21312 21312 34927 34927 2122378 2072656 49722 178283 163694 14410 179 13781 13781 219546 124591 88070 6885 15028 2297 12731 76579 69838 6741 2221 2221 33295 19162 12999 1134 EQUIPMENT RENTAL/MAINT 51326 29540 20038 1748 TAXES 37189 35314 1875 9270845 7708939 1449815 112091 4040746 1557425 2254650 4194764 4506353 3282407 176255 329672 33889 8099 311374 251146 55926 60228 13946 9508 11081765 9442103 328412 329899 367271 8710 125699 259610 68003 35805 23500 16500 912885 650524 X 3654281 4126153 6514599 4665426 10168880 8791579 11081765 9442103 -1377301 0 X X 0 1 X 1 0 X 3331438 2917472 6638284 33614454 5341449 51843097 3331438 2917472 6638284 33614454 5341449 51843097 9564150 42278947 11635 30843 60738 23206 12566 138988 51982085 10070144 0.81330 0.68270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 107614 105678 1936 203760 145468 58292 60228 FUNDS HELD FOR LEGAL SUPPORT 16500 16500 X 7893544 0 7893544 0 7893544 9270845 0 9270845 0 9270845 PART IV, LINE 2B: FUNDS HELD FOR OTHER ORGANIZATIONS CONSIST OF FUNDS THAT WILL BE DISTRIBUTED AS GRANTS IN FUTURE PERIODS AS PART OF A THIRD PARTY PROJECT ASSISTED BY THE GIVING PRACTICE. PART X, LINE 2: THE INTERNAL REVENUE SERVICE HAS DETERMINED THE ASSOCIATION TO BE A NONPROFIT ORGANIZATION EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. ACCORDINGLY, NO PROVISION FOR FEDERAL INCOME TAX HAS BEEN MADE IN THESE FINANCIAL STATEMENTS. 1 NORTHWEST HARVEST PO BOX 12272 SEATTLE WA 98102 910826037 501(C)(3) 1213225 0 N/A N/A GENERAL OPERATING SUPPORT FOOD LIFELINE 815 S 96TH STREET SEATTLE WA 98108 911090450 501(C)(3) 1184339 0 N/A N/A GENERAL OPERATING SUPPORT SECOND HARVEST INLAND NORTHWEST 1234 E FRONT AVE SPOKANE WA 99202 237173826 501(C)(3) 486225 0 N/A N/A GENERAL OPERATING SUPPORT LATINO COMMUNITY FUND OF WASHINGTON STATE PO BOX 30669 SEATTLE WA 98103 205987399 501(C)(3) 30000 0 N/A N/A GENERAL OPERATING SUPPORT POTLATCH FUND 801 2ND AVE UNIT 304 SEATTLE WA 98104 731712905 501(C)(3) 30000 0 N/A N/A GENERAL OPERATING SUPPORT PRIDE FOUNDATION 2014 E MADISON ST STE 300 SEATTLE WA 98122 911325007 501(C)(3) 30000 0 N/A N/A GENERAL OPERATING SUPPORT BLUE MOUNTAIN COMMUNITY FOUNDATION PO BOX 603 WALLA WALLA WA 99362 911250104 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT COMMUNITY FOUNDATION FOR SOUTHWEST WASHINGTON 1053 OFFICERS ROW VANCOUVER WA 98661 911246778 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON 9 S AVE WENATCHEE WA 98801 911349486 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT COMMUNITY FOUNDATION OF SNOHOMISH COUNTY 2823 ROCKEFELLER AVE EVERETT WA 98201 943188703 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT GRAYS HARBOR COMMUNITY FOUNDATION PO BOX 615 HOQUIAM WA 98550 911607005 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT GREATER TACOMA COMMUNITY FOUNDATION 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 911007459 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT INNOVIA FOUNDATION 421 W RIVERSIDE AVE SUITE 606 SPOKANE WA 99201 910941053 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT KITSAP COMMUNITY FOUNDATION PO BOX 3670 SILVERDALE WA 98383 943205217 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT SEATTLE FOUNDATION 1601 5TH AVENUE SUITE 1900 SEATTLE WA 98101 916013536 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT SPOKANE COUNTY UNITED WAY 920 N WASHINGTON SUITE 100 SPOKANE WA 99201 910606058 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND 212 UNION AVE SE STE 102 OLYMPIA WA 98501 943121390 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT UNITED WAY OF CENTRAL WASHINGTON 116 S 116TH STREET YAKIMA WA 98901 910639892 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT UNITED WAY OF KING COUNTY 720 SECOND AVE SEATTLE WA 98104 910565555 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT UNITED WAY OF SNOHOMISH COUNTY 3120 MCDOUGALL AVE 200 EVERETT WA 98201 910606507 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVE STE 300 PORTLAND OR 97205 930582124 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT WHATCOM COMMUNITY FOUNDATION 1500 CORNWALL AVE SUITE 202 BELLINGHAM WA 98225 911726410 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT YAKIMA VALLEY COMMUNITY FOUNDATION 111 UNIVERSITY PARKWAY SUITE 102 YAKIMA WA 98901 200697012 501(C)(3) 15000 0 N/A N/A GENERAL OPERATING SUPPORT 23 0 PART I, LINE 2: PHILANTHROPY NORTHWEST (PNW) DEVELOPS FAMILIARITY AND UNDERSTANDING OF GRANTEES ORGANIZATIONAL MISSION, GOALS AND PROGRAMS. AS IT IS NOT AN ORGANIZATION FOCUS, PNW RARELY EMBARKS ON GRANTMAKING. SINCE GRANTMAKING IS LIMITED IN SCOPE, PNW HAS THE RESOURCES AND TIME TO INVEST IN VETTING GRANTEES AND CLOSELY MONITORING ITS GRANTMAKING PROCESS. GRANTEES USUALLY ARE REQUIRED TO COMPLETE A FINAL REPORT AT THE CLOSE OF THE GRANT CYCLE. PNW FOLLOWS UP WITH THE GRANTEES TO ENSURE REPORTS ARE COMPLETE AND FILED. PNW IS IN CLOSE CONTACT WITH GRANTEES DURING THE GRANT PERIOD. X X X 0 0 0 0 0 0 0 0 0 ANJANA PANDEY INTERIM CEO 271122 0 0 0 0 0 16267 0 0 0 287389 0 0 0 AUDREY HABERMAN MANAGING DIRECTOR, TGP 181062 0 0 0 0 0 10864 0 9242 0 201168 0 0 0 SINDHU KNOTZ MANAGING PARTNER, TGP 177949 0 0 0 0 0 10677 0 0 0 188626 0 0 0 NANCY ZWIEBACK CFO 147216 0 0 0 0 0 8833 0 7828 0 163877 0 0 0 MEREDITH HIGASHI DIRECTOR, PUBLIC POLICY AND ADVOCACY 135766 0 0 0 0 0 8146 0 7828 0 151740 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF PHILANTHROPY NORTHWEST INCLUDE FOUNDATIONS, CORPORATE GIVING PROGRAMS, GOVERNMENTS, AND INDIVIDUALS WHOSE PRINCIPAL FUNCTION IS MAKING GRANTS IN ALASKA, IDAHO, MONTANA, OREGON, WASHINGTON, AND WYOMING. EACH MEMBER ORGANIZATION OR INDIVIDUAL MEMBER IS ALLOWED ONE VOTE TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A WE ARE A MEMBERSHIP ASSOCIATION. OUR BYLAWS CALL FOR AN ANNUAL MEETING AT WHICH TIME THE MEMBERS ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B BYLAWS MAY BE AMENDED OR REPEALED BY A VOTE OF TWO-THIRDS OF ALL THE DIRECTORS OR BY A VOTE OF TWO-THIRDS OF ALL THE MEMBERS AT ANY MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, WITH AUTHORITY FROM THE BOARD OF DIRECTORS, REVIEWS THE FORM 990 DURING A MEETING BEFORE IT IS FILED. A FULL COPY OF THE TAX RETURN IS AVAILABLE TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO EACH BOARD MEMBER AND THE CEO. THE PROCESS FOR MONITORING THE CONFLICT OF INTEREST POLICY INCLUDES DISTRIBUTING AND COLLECTING CONFLICT OF INTEREST FORMS FROM BOARD MEMBERS AND THE CEO AT THE FIRST BOARD MEETING EACH YEAR. HOWEVER, SHOULD A POTENTIAL CONFLICT OF INTEREST ARISE, THE ISSUE WOULD BE BROUGHT TO THE CEO AND THEN REVIEWED BY THE BOARD BEFORE A VOTE OR DECISION WAS MADE. IF NECESSARY, THE INDIVIDUAL INVOLVED WOULD RECUSE HIMSELF/HERSELF FROM DISCUSSING OR VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15A THE CEO PERFORMANCE REVIEW AND COMPENSATION COMMITTEE, WITH AUTHORITY FROM THE BOARD OF DIRECTORS, CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE CEO. THE PERFORMANCE REVIEW AND CURRENT SALARY BENCHMARK DATA PROVIDE THE BASIS FOR THE COMMITTEE'S RECOMMENDATION OF ANY ADJUSTMENT TO COMPENSATION FOR THE CEO. THE REVIEW WAS MOST RECENTLY COMPLETED IN 2019. KEY EMPLOYEE AND OTHER OFFICER COMPENSATION ARE BENCHMARKED TO SEVERAL ANNUAL SURVEYS, AND PEGGED AGAINST THE EMPLOYEE'S ANNUAL PERFORMANCE REVIEW, COMPENSATION ADJUSTMENTS ARE THEN APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 PHILANTHROPY NORTHWEST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 2,072,656. MANAGEMENT AND GENERAL EXPENSES 49,722. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,122,378. FORM 990 PART XII, LINE 2C: THE ORGANIZATION'S PROCESS FOR SELECTING AN INDEPENDENT AUDITOR AND FOR OVERSEEING THE FINANCIAL STATEMENT AUDIT DID NOT CHANGE DURING THE YEAR.