2020-11-05T13:08:12-06:00 2019-12-31 410746749 CLIFTONLARSONALLEN LLP 10700 NORTHUP WAY SUITE 200 BELLEVUE WA 98004 990 2019-01-01 911110995 PHILANTHROPY NORTHWEST PHIL 2064438434 2101 FOURTH AVENUE NO 650 SEATTLE WA 98121 KIRAN AHUJA CEO 2064438434 2020-11-03 1 ALLEN GILBERT CPA P01380103 4252506100 2020-11-03 67.137.57.251 2020-11-03 18:10:07 PS P 13D2D6CE62C2C3BC6CBA5B3F38E71F8D2ADB3C18 EA5DF6E669932F7E786335D4514F3B18C0726D97 2019 2021-01-29 14:40:06Z KIRAN AHUJA 2101 FOURTH AVENUE NO 650 SEATTLE WA 98121 9753978 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. 25 25 33 110 0 0 2917472 6638284 1711744 1996269 30843 17520 0 0 4660059 8652073 2350000 2254120 0 0 2631096 2957169 0 0 208776 3064936 3017845 8046032 8229134 -3385973 422939 7557993 8259279 727240 878547 6830753 7380732 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 1897755 824120 0 MEMBER DUES SUPPORT PROGRAMS AND SERVICES FOR MEMBERS AND THE BROADERPHILANTHROPIC AND NONPROFIT SECTORS. MEMBERS INCLUDE PRIVATE, FAMILY, COMMUNITY AND PUBLIC FOUNDATIONS, QUASI-GOVERNMENT ORGANIZATIONS, AND CORPORATE GIVING PROGRAMS. 2063872 0 1751346 THE GIVING PRACTICE (TGP) PROVIDES CUSTOMIZED PHILANTHROPIC CONSULTINGTO PHILANTHROPIC ORGANIZATIONS AND COLLABORATIONS IN THE NORTHWEST ANDNATIONALLY. TGP PROVIDES HIGH QUALITY CONSULTING SERVICES AND IS ASOURCE OF INCOME TO SUPPORT PHILANTHROPY NORTHWEST'S CHARITABLEACTIVITIES. TGP ENGAGEMENTS CROSS A WIDE SPECTRUM: COACHING &ORGANIZATIONAL SUPPORT; COLLABORATIVE PROJECTS; EVALUATION; MEETINGDESIGN AND FACILITATION; MISSION INVESTING; STRATEGIC PLANNING; ANDEXECUTIVE SEARCHES. TGP ALSO OFFERS CUSTOMIZED FACILITATION ANDCOACHING ON DEI TOPICS. 547825 0 169096 PHILANTHROPY NORTHWEST SERVES AS A CONVENER, TRAINER, RESOURCE CENTER,SERVICE PROVIDER, AND ADVOCATE FOR PHILANTHROPIC ISSUES OF INTEREST TOITS MEMBERS. PROGRAMS INCLUDE COHORT-SUPPORTED PEER LEARNING, VARIOUS ISSUE-SPECIFIC FUNDER TABLES, A CAPACITY BUILDING LEARNING COMMUNITY, AND AN ANNUAL CONFERENCE. 2440180 1430000 65827 PHILANTHROPY NORTHWEST HAS FOUR OTHER PROGRAMS WHICH ARE COMMUNITY DEMOCRACY WORKSHOP, CASCADIA FOODSHED FINANCING PROJECT, HMONG IMPACT GIVING CIRCLE AND SPECIAL INITIATIVES. 2440180 1430000 65827 6949632 1 1 0 0 0 0 0 0 1 0 1 0 0 0 1 0 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 57 0 1 33 1 0 0 0 0 0 0 0 0 0 0 0 0 X 25 25 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 WA X X NANCY ZWIEBACK 2064438434 2101 FOURTH AVENUE STE 650 SEATTLE WA 98121 KIRAN AHUJA CEO 40.00 X 261204 0 28089 AUDREY HABERMAN MANAGING DIRECTOR, TGP 40.00 X 236021 0 28373 ANJANA PANDEY VP, STRATEGY AND OPERATIONS 40.00 X 149000 0 9440 CHERYL FRIZZELL FINANCE DIRECTOR 40.00 X 127784 0 14511 SINDHU KNOTZ MANAGING PARTNER 40.00 X 127948 0 14794 ERIN THOMAS VP, PEOPLE AND CULTURE 40.00 X 122088 0 14442 KEVIN WALKER CHAIR 4.00 X X 0 0 0 HUONG VU BOZARTH VICE CHAIR OF PROGRAMS 3.00 X X 0 0 0 LIZ MEDICINE CROW VICE CHAIR OF OPERATIONS 3.00 X X 0 0 0 ERIN KAHN SECRETARY 3.00 X X 0 0 0 BRIAN BOYD TREASURER 3.00 X X 0 0 0 SUSAN ANDERSON BOARD MEMBER 3.00 X 0 0 0 JANE BROOM BOARD MEMBER 3.00 X 0 0 0 KELLY BRUGGEMAN BOARD MEMBER 3.00 X 0 0 0 ANTONY CHIANG BOARD MEMBER 3.00 X 0 0 0 MARK DEDERER BOARD MEMBER 3.00 X 0 0 0 C'ARDISS CC GARDNER GLESER BOARD MEMBER 3.00 X 0 0 0 MIKE HALLIGAN BOARD MEMBER 3.00 X 0 0 0 NICHOLE MAHER BOARD MEMBER 3.00 X 0 0 0 ANTOINETTE MALVEAUX BOARD MEMBER 3.00 X 0 0 0 CAT MARTIN BOARD MEMBER 3.00 X 0 0 0 ALEXANDRA KIM MCKAY BOARD MEMBER 3.00 X 0 0 0 STEVE MOORE BOARD MEMBER 3.00 X 0 0 0 JILL NISHI BOARD MEMBER 3.00 X 0 0 0 ELIZABETH RIPLEY BOARD MEMBER 3.00 X 0 0 0 MARY RUTHERFORD BOARD MEMBER 3.00 X 0 0 0 DOUG STAMM BOARD MEMBER 3.00 X 0 0 0 BRENDA SOLORZANO BOARD MEMBER 3.00 X 0 0 0 ALEESHA TOWNS-BAIN BOARD MEMBER 3.00 X 0 0 0 WILLIAM BILL D THORNDIKE JR BOARD MEMBER 3.00 X 0 0 0 LUZ VEGA-MARQUIS BOARD MEMBER 3.00 X 0 0 0 1024045 0 109649 6 0 1 0 SEDWAY ASSOCIATES 2015 2ND AVE STE 1001 SEATTLE WA 98121 CONSULTING 276980 TED LORD 317 20TH AVE SEATTLE WA 98122 CONSULTING 219690 ELIZABETH FISHER 419 S 8TH ST STE 212 BOISE ID 83702 CONSULTING 169020 DAWN CHIRWA 3314 SE HINDS ST SEATTLE WA 98126 CONSULTING 160125 JAN JAFFE 90 HUDSON ST STE 6A NEW YORK NY 10013 CONSULTING 147670 6 949420 5688864 1070747 6638284 CONSULTING 541611 1751346 1751346 EDUCATION AND MEETINGS 541611 169096 169096 FISCAL SPONSOR SERVICES 900099 51786 51786 DIRECTORY/ JOB BANK 923110 24041 24041 1996269 60738 60738 1058687 1091905 10000 -33218 -10000 -43218 -10000 -33218 8652073 1986269 0 27520 X 2254120 2254120 854424 492300 231101 131023 1688803 1276032 382993 29778 87121 69606 16406 1109 143704 102131 35246 6327 183117 128577 43282 11258 12183 12183 32733 32733 1958257 1848153 110104 64002 41724 21253 1025 248595 158358 73307 16930 110300 92595 17116 589 300342 262360 37982 14 14 19255 12162 5660 1433 DUES AND SUBSCRIPTIONS 131912 103752 28160 MISCELLANEOUS 53433 53361 72 TAXES 48549 32204 16345 EQUIPMENT RENTAL/MAINT 23270 14697 6841 1732 15000 7500 7500 8229134 6949632 1070726 208776 753000 3294969 4693047 3443640 865103 1248083 248245 183118 34696 48888 431536 404901 47087 26635 902869 13946 13946 7557993 8259279 282572 403657 321852 390287 97216 49103 25600 35500 727240 878547 X 1835849 1980900 4994904 5399832 6830753 7380732 7557993 8259279 422939 127040 0 X X 0 1 X 1 0 X 6712793 10823689 3331438 2917472 6638284 30423676 6712793 10823689 3331438 2917472 6638284 30423676 17795396 12628280 9168 9902 11635 30843 60738 122286 30545962 15517570 0.41340 0.44060 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 1 X 104636 104550 86 326900 300351 26549 26635 FUNDS HELD FOR LEGAL SUPPORT 35500 35500 8779113 127040 127040 8652073 0 8652073 8229134 0 8229134 0 8229134 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. 1 CLARK COUNTY LATINO YOUTH LEADERSHIP 17704 NE 110TH AVE BATTLE GROUND WA 98604 463764546 501(C)(3) 35000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS COMMUNITIES OF COLOR COALITION PO BOX 472 EVERETT WA 98206 474448490 501(C)(3) 30000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS CONSEJO COUNSELING AND REFERRAL SERVICE 3808 SOUTH ANGELINE SEATTLE WA 98118 911021247 501(C)(3) 10000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS COUNCIL ON AMERICAN-ISLAMIC RELATIONS OF WASHINGTON 1511 3RD AVE SUITE 701 SEATTLE WA 98101 680547353 501(C)(3) 40000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS COWLITZ INDIAN TRIBE PO BOX 2006 LONGVIEW WA 98632 911265477 501(C)(3) 35000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS ENTRE HERMANOS 1621 S JACKSON ST STE 202 SEATTLE WA 98144 311775429 501(C)(3) 19500 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS HMONG ASSOCIATION OF WASHINGTON 2420 S 4TH AVE SEATTLE WA 98134 911259521 501(C)(3) 16000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS INNOVIA FOUNDATION 421 W RIVERSIDE AVE SUITE 606 SPOKANE WA 99201 910941053 501(C)(3) 30000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS INSTITUTE FOR WASHINGTON'S FUTURE 2720 VALENCIA STREET BELLINGHAM WA 98226 910931421 501(C)(3) 35000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS KOREAN COMMUNITY SERVICE CENTER 22727 HWY 99 212 EDMONDS WA 98026 271518314 501(C)(3) 15000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS LATINO COMMUNITY FUND PO BOX 30669 SEATTLE WA 98103 205987399 501(C)(3) 80000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS LATINO EDUCATIONAL TRAINING INSTITUTE 6605 202ND ST SW SUITE 300 LYNNWOOD WA 98036 753252857 501(C)(3) 40000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS LUMMI NATION 2665 KWINA ROAD BELLINGHAM WA 98226 911004074 501(C)(3) 35000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS NA'AH ILLAHEE FUND 1620 18TH AVE SUITE 101 SEATTLE WA 98122 050630992 501(C)(3) 40000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS THE NOBLE FOUNDATION PO BOX 394 KELSO WA 98626 204683123 501(C)(3) 30000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS NORTHWEST KENYAN COMMUNITY ASSOCIATION 5302 111TH ST SW LAKEWOOD WA 98499 680605846 501(C)(3) 20000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS PASSAGES FAMILY SUPPORT 1700 S ASSEMBLY STREET 300 SPOKANE WA 99224 272831224 501(C)(3) 10000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS PROTEUS FUND 15 RESEARCH DRIVE SUITE B AMHERST MA 01002 043243004 501(C)(3) 25000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS REFUGEE CONNECTIONS SPOKANE 35 W MAIN AVE STE 205 SPOKANE WA 99201 900652201 501(C)(3) 30000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS REFUGEE & IMMIGRANT SERVICES NORTHWEST C/O EVERETT COMMUNITY COLLEGE RAINIER BLDG 2000 TOWER ST EVERETT WA 98201 274614383 501(C)(3) 40000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS SHOALWATER BAY INDIAN TRIBE PO BOX 130 TOKELAND WA 98590 910910266 501(C)(3) 13620 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS SPOKANE IMMIGRANT RIGHTS COALITION C/O FUSE INNOVATION FUND 1402 THIRD AVE SUITE 406 SEATTLE WA 98101 870800705 501(C)(3) 30000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS UNITED WAY OF BENTON AND FRANKLIN COUNTIES 401 N YOUNG ST KENNEWICK WA 99336 910682177 501(C)(3) 40000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS WASHINGTON NONPROFITS 1265 S MAIN ST 206 SEATTLE WA 98144 271768789 501(C)(3) 30000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS WHIDBEY COMMUNITY FOUNDATION PO BOX 1135 COUPEVILLE WA 98239 813860867 501(C)(3) 10000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS YAKIMA VALLEY COMMUNITY FOUNDATION 111 UNIVERSITY PARKWAY SUITE 102 YAKIMA WA 98901 200697012 501(C)(3) 55000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS YOUTH & FAMILY LINK 907 DOUGLAS STREET LONGVIEW WA 98632 910726260 501(C)(3) 20000 N/A N/A EDUCATION AND OUTREACH FOR THE 2020 CENSUS WASHINGTON STATE BUDGET & POLICY CENTER 1402 3RD AVENUE SUITE 1215 SEATTLE WA 98101 721612982 501(C)(3) 10000 N/A N/A CAPACITY BUILDING, COMMUNITY ENGAGEMENT & PUBLIC POLICY ADVOCACY KITSAP COMMUNITY FOUNDATION PO BOX 3670 SILVERDALE WA 98383 943205217 501(C)(3) 250000 N/A N/A CAPACITY BUILDING, COMMUNITY ENGAGEMENT & PUBLIC POLICY ADVOCACY SPOKANE COUNTY UNITED WAY 920 N WASHINGTON SUITE 100 SPOKANE WA 99201 910606058 501(C)(3) 450000 N/A N/A CAPACITY BUILDING, COMMUNITY ENGAGEMENT & PUBLIC POLICY ADVOCACY UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVE STE 300 PORTLAND OR 97205 930582124 501(C)(3) 450000 N/A N/A CAPACITY BUILDING, COMMUNITY ENGAGEMENT & PUBLIC POLICY ADVOCACY YAKIMA VALLEY COMMUNITY FOUNDATION 111 UNIVERSITY PARKWAY SUITE 102 YAKIMA WA 98901 200697012 501(C)(3) 250000 N/A N/A CAPACITY BUILDING, COMMUNITY ENGAGEMENT & PUBLIC POLICY ADVOCACY 32 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 KIRAN AHUJA CEO 256204 0 5000 0 0 0 15672 0 12417 0 289293 0 0 0 AUDREY HABERMAN MANAGING DIRECTOR, TGP 236021 0 0 0 0 0 14161 0 14212 0 264394 0 0 0 ANJANA PANDEY VP, STRATEGY AND OPERATIONS 149000 0 0 0 0 0 8940 0 500 0 158440 0 0 0 X 1 1055747 FAIR MARKET VALUE X AIRLINE VOUCHERS 25 15000 FAIR MARKET VALUE 0 1 0 PART I, COLUMN (B): COLUMN B REPORTS THE NUMBER OF DONORS. 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 WITH THE FINANCE DIRECTOR 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 OR FINANCE DIRECTOR 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 VI, LINE 1A THE EXECUTIVE COMMITTEE SHALL CONSIST OF SIX OFFICERS, AND THE COMMITTEE CHAIRS. THE COMMITTEE SHALL BE AUTHORIZED TO TAKE ACTION AS NEEDED BETWEEN BOARD MEETINGS. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 1,848,153. MANAGEMENT AND GENERAL EXPENSES 110,104. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,958,257. FORM 990, PART XII, LINE 2C THE PROCESS FOR OVERSIGHT AND SELECTION OF AN INDEPENDENT ACCOUNTANT HAS NOT CHANGED FROM THE PRIOR YEAR.