2019-11-11T12:37:36-06:00 2018-12-31 330835986 SQUAR MILNER LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2018-01-01 050542397 WOMEN DONORS NETWORK WOME 4158141333 PO BOX 2930 SAN FRANCISCO CA 94126 DONNA P HALL PRESIDENT & CEO 4158141333 2019-11-08 1 JOUA LO P01225144 4157812500 71.6.48.101 2019-11-08 16:06:09 PS P 9DB202173B6802AD9552B18A6F36CA7E69682BA0 B243BC3058B55501FBAAEA84B6214EFBF5552A11 2018 2020-03-31 21:24:44Z X DONNA P HALL PO BOX 2930 SAN FRANCISCO CA 94126 4454662 0 X WWW.WOMENDONORS.ORG X 2002 CA WOMEN DONORS NETWORK IS A COMMUNITY WITH A PURPOSE - TOGETHER WE CONNECT, LEARN, AND TAKE ACTION TO FURTHER OUR SHARED VISION OF A BETTER WORLD. WDN BUILDS COMMUNITY AMONG WOMEN DONORS, DEVELOPS INDIVIDUAL WOMEN DONORS TO BE THEIR MOST POWERFUL SELVES, SUPPORTS THE FIELD WITH BEDROCK FUNDING, AND INCUBATES HIGH-IMPACT INITIATIVES THAT CREATE LONG-LASTING CHANGE. 11 10 11 30 0 0 4909353 4119225 338671 329300 2757 6137 0 0 5250781 4454662 857192 2047590 0 0 1364281 1355854 0 0 393552 1742637 1511676 3964110 4915120 1286671 -460458 4229876 3806204 220587 257373 4009289 3548831 X WOMEN DONORS NETWORK ADVANCES A JUST, EQUITABLE, AND SUSTAINABLE WORLD THROUGH THE POWER OF PHILANTHROPY, WOMEN'S LEADERSHIP, AND COLLECTIVE AND INDIVIDUAL ACTION. 0 0 1026583 0 329300 EDUCATIONAL PROGRAMS FOR WOMEN PHILANTHROPISTS: THE ORGANIZATION'S EDUCATIONAL PROGRAM ACHIEVEMENTS INCLUDED A SKILLS-BUILDING RETREAT IN CHCAGO ON MOVEMENT-BUILDING AND ORGANIZING; REGIONAL GATHERINGS AROUND THE COUNTRY WHERE GROUPS OF WDN MEMBERS AND PROSPECTIVE MEMBERS NETWORKED AND LEARNED TOGETHER; A LEARNING-COHORT MODEL WHERE DONORS HAD THE OPPORTUNITY TO SHARE THEIR EXPERTISE WITH EACH OTHER AND DEEPEN THEIR LEARNING ABOUT VALUES-BASED INVESTING, GIVING WTIH AN INTERSECTIONAL LENS, AND MULTI-GENERATIONAL PHILANTHROPY; AND AN ANNUAL CONFERENCE, "WDN CONNECT: 2018," WHICH WAS HELD IN SEATTLE, WASHINGTON, WHERE MORE THAN 150 WOMEN DONORS GATHERED TO LEARN TO BE MORE EFFECTIVE PHILANTHROPISTS, EXPLORE ISSUES OF RACE, GENDER, AND EQUITY TOGETHER, EXCHANGE IDEAS WITH MOVEMENT LEADERS AND EXPERTS, BUILD COMMUNITY, AND DEVELOP COLLABORATIVE SOCIAL CHANGE STRATEGIES. 1844988 1537490 0 GRANTMAKING INITIATIVES: THE ORGANIZATION AWARDED FUNDING THROUGH FIVE GRANTMAKING INITIATIVES IN PURSUIT OF A MORE FAIR, EQUITABLE, AND SUSTAINABLE WORLD IN 2018. THE ORGANIZATION AWARDED $1,537,490 IN GRANTS TO SUPPORT ORGANIZATIONS FIGHTING FOR WOMEN IN THE WORKPLACE, TO SUPPORT VOTER JUSTICE IN THE SOUTH, TO ELEVATE WOMEN IN THE CLIMATE MOVEMENT, AND TO SUPPORT BLACK-LED ORGANIZING THROUGH THE MOVEMENT FOR BLACK LIVES. THE ORGANIZATION ALSO CONTINUED ITS SUPPORT FOR THE EMERGENT FUND, A NEW GRANTMAKING INITIATIVE THE ORGANIZATION CREATED WITH SEVERAL PARTNERS, WHICH AWARDED RAPID-RESPONSE FUNDING TO ORGANIZATIONS WORKING TO DEFEND VULNERABLE COMMUNITIES THAT ARE UNDER ATTACK BY CURRENT FEDERAL POLICIES AND PRIORITES, SO THEY CAN DEFEND THIER COMMUNITIES AGAINST INJUSTICE AND DEVELOP VISIONARY IDEAS THAT CAN TRANSFORM OUR COUNTRY. 1157542 510100 0 REFLECTIVE DEMOCRACY CAMPAIGN: THE ORGANIZATION CONTINUED ITS REFLECTIVE DEMOCRACY CAMPAIGN TO FORGE A DEMOCRACY WHOSE LEADERS REFLECT THE LIFE EXPERIENCES, DIVERSE BACKGROUNDS, AND DEMOGRAPHICS OF OUR COUNTRY. PROGRAM ACCOMPLISHMENTS INCLUDED AN UPDATE OF THE CAMPAIGN'S DATABASE IDENTIFYING THE RACE AND GENDER OF ELECTED OFFICIALS ON THE BALLOT IN CONGRESSIONAL AND GUBERNATORIAL ELECTIONS IN 2018, AS WELL AS A SAMPLE OF STATE LEGISLATIVE RACES. THE CAMPAIGN MADE THIS DATA AVAILABLE TO ADVOCATES, THE MEDIA, AND THE GENERAL PUBLIC THROUGH ITS WEBSITE, VIDEO, AND INFOGRAPHICS. THE CAMPAIGN ALSO LAUNCHED A NEW GATEKEEPER ACCOUNTABILITY PROJECT, FOCUSED ON RESEARCHING, UNDERSTANDING, AND CHALLENGING THE SYSTEM OF POLITICAL GATEKEEPERS THAT PROTECTS THE WHITE-MALE-DOMINATED STATUS QUO, AND IT CREATED A NEW RESEARCH AND JOURNALISM FELLOWSHIP PROGRAM TO STUDY A RANGE OF REFLECTIVE DEMOCRACY TOPICS. FINALLY, THE CAMPAIGN AWARDED GRANTS TO FIVE COMMUNITY ORGANIZATIONS THAT ARE WORKING TO DEVELOP LEADERS FROM THEIR OWN RANKS TO PURSUE POSITIONS OF PUBLIC LEADERSHIP. 4029113 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 1 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 35 0 1 11 1 0 0 0 0 0 1 1 0 0 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA X X ANGELA BOTTUM 4158141333 PO BOX 2930 SAN FRANCISCO CA 94126 DONNA P HALL PRESIDENT AND CEO 40.00 X X 267693 0 41805 JESSICA OZBERKER CHAIR 8.00 X X 0 0 0 JAMIE MCMAHON VICE CHAIR 4.00 X X 0 0 0 CARLA KLEEFELD SECRETARY 4.00 X X 0 0 0 NANCY BERNSTEIN TREASURER 4.00 X X 0 0 0 KRISTA BREWER MEMBER 2.00 X 0 0 0 MELANIE DAVIDSON MEMBER 2.00 X 0 0 0 MAGGIE KULYK MEMBER 2.00 X 0 0 0 BETSY MCKINNEY MEMBER 2.00 X 0 0 0 MARY MORRIS WILLIS MEMBER 2.00 X 0 0 0 HEIDI YEWMAN MEMBER 2.00 X 0 0 0 ANGELA L BOTTUM CHIEF OPERATING OFFICER 40.00 X 137249 0 41058 JENIFER FERNANDEZ ANCONA VP, STRATEGY & MEMBER ENGAGEMENT 40.00 X 117572 0 61386 522514 0 144249 3 0 1 0 BRENDA CARTER 318 FRONT STREET NEW HAVEN CT 06513 PROGRAM CONSULTING 204930 1 4119225 262724 4119225 OTHER PROGRAM FEES 900099 218900 218900 CONFERENCE REGISTRATIO 900099 110400 110400 329300 6137 6137 4454662 329300 0 6137 X 2047590 2047590 309498 123180 84802 101516 802967 483890 213785 105292 61410 33487 16497 11426 105138 57333 28243 19562 76841 41628 21109 14104 1827 1827 22478 22478 898629 784369 24552 89708 46646 31580 8093 6973 9596 5667 2404 1525 131361 77093 33196 21072 322649 302155 16386 4108 31892 25938 3642 2312 7173 2330 4206 637 MISCELLANEOUS 33758 9522 9818 14418 TRAINING AND EDUCATION 5667 3351 1417 899 4915120 4029113 492455 393552 214260 2303031 2200462 1680781 1114109 66166 35896 174945 80137 60559 94808 102015 103035 17324 43634 4229876 3806204 201387 248973 19200 8400 220587 257373 X 1458877 1709507 2550412 1839324 4009289 3548831 4229876 3806204 -460458 0 X 0 1 X 1 0 X 2814268 2925465 4087933 4909353 4119225 18856244 2814268 2925465 4087933 4909353 4119225 18856244 2226453 16629791 1034 1281 1672 2757 6137 12881 129 184 313 18869438 1616155 0.88130 0.92600 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS RECEIPTS - 2015 AMOUNT: $ 129. 2016 AMOUNT: $ 184. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 125000 125000 4029113 4154113 357706 89427 0 0 329874 334837 348206 357706 1370623 2055935 14640 10653 43666 125000 193959 82469 83709 87052 89427 342657 513986 PART II-B, LINE 1(I), OTHER LOBBYING ACTIVITIES LOBBYING ACTIVITIES DURING 2018 CONSISTED OF AWARDING TWO GRANTS TOTALING $125,000 TO THE ORGANIZATION'S AFFILIATED 501(C)(4) ORGANIZATION, WDN ACTION. THESE GRANTS WERE RESTRICTED TO SUPPORT FOR NONPARTISAN ADVOCACY AND LOBBYING ACTIVITIES, SUCH AS WDN ACTION'S "WOMEN ON THE HILL" PROGRAM CONSISTING OF ADVOCACY TRAINING AND LOBBYING DAYS IN WASHINGTON, DC IN APRIL 2018. OTHER ACTIVITIES SUPPORTED BY THESE DIRECT-LOBBYING GRANTS INCLUDED SUPPORT FOR BALLOT INITIATIVES SUCH AS THE ONE FAIR WAGE CAMPAIGN IN MICHIGAN TO ENSURE FAIR WAGES FOR TIPPED WORKERS, A MEASURE TO RESTORE VOTING RIGHTS TO FORMERLY INCARCERATED PEOPLE IN FLORIDA, AND AN INITIATIVE TO ENACT PAID SICK TIME IN TEXAS. 174945 80137 94808 94808 X 4454662 0 4454662 0 4454662 4915120 0 4915120 0 4915120 PART X, LINE 2: THE ORGANIZATION IS RECOGNIZED AS A PUBLIC CHARITY EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND SECTION 23701(D) OF THE CALIFORNIA REVENUE AND TAXATION CODE,WHEREBY ONLY UNRELATED BUSINESS INCOME, AS DEFINED BY SECTION 512(A) (1) OF THE INTERNAL REVENUE CODE AND SIMILAR CODE SECTION OF THE CALIFORNIA REVENUE AND TAXATION CODE, IS SUBJECT TO INCOME TAX. EACH YEAR MANAGEMENT CONSIDERS WHETHER ANY MATERIAL TAX POSITIONS THE ORGANIZATION HAS TAKEN ARE MORE LIKELY THAN NOT TO BE SUSTAINED UPON EXAMINATION BY THE APPLICABLE TAXING AUTHORITY. MANAGEMENT BELIEVES THAT ANY POSITIONS THE ORGANIZATION HAS TAKEN ARE SUPPORTED BY SUBSTANTIAL AUTHORITY AND, HENCE, DO NOT NEED TO BE MEASURED OR DISCLOSED IN THESE FINANCIAL STATEMENTS. 1 TIDES FOUNDATION P O BOX 29903 SAN FRANCISCO CA 94129 510198509 501C3 155000 SUPPORT FOR FLORIDA RIGHTS RESTORATION COALITION EDUCATION FUND CENTER FOR POPULAR DEMOCRACY 449 TROUTMAN STREET SUITE A BROOKLYN NY 11237 453813436 501C3 50000 SUPPORT FOR VAMOS4PR FLORIDA NEO PHILANTHROPY 45 W 36TH STREET 6TH FLOOR NEW YORK NY 10018 133191113 501C3 100000 SUPPORT FOR NEW GEORGIA PROJECT POLITICAL RESEARCH ASSOCIATES 1310 BROADWAY SUITE 201 SOMERVILLE MA 02144 363193323 501C3 10000 GENERAL SUPPORT TEXAS ORGANIZING PROJECT EDUCATION FUND 2404 CAROLINE STREET HOUSTON TX 77004 271481855 501C3 75000 SUPPORT FOR BOARDS & COMMISSIONS LEADERSHIP INSTITUTE PROTEUS FUND 15 RESEARCH DRIVE SUITE B AMHERST MA 01002 043243004 501C3 376550 SUPPORT FOR EMERGENT FUND WOMEN DONORS NETWORK ACTION 565 COMMERCIAL STREET SAN FRANCISCO CA 94111 823733951 501C4 125000 SUPPORT FOR LOBBYING AND ADVOCACY PROGRAMS GROUNDSWELL FUND 436 14TH STREET SUITE 723 OAKLAND CA 94612 474003615 501C3 5765 GENERAL SUPPORT JUST VISION 1616 P STREET N W 340 WASHINGTON DC 20036 204898729 501C3 12850 SUPPORT FOR "NAILA AND THE UPRISING" EDUCATIONAL PROGRAMMING PROGEORGIA 1530 DEKALB AVENUE NE SUITE A ATLANTA GA 30307 461064042 501C3 50000 GENERAL SUPPORT NEW FLORIDA MAJORITY EDUCATION FUND 10800 BISCAYNE BLVD SUITE 1050 MIAMI FL 33161 453956785 501C3 50000 GENERAL SUPPORT. TIDES CENTER P O BOX 29198 SAN FRANCISCO CA 94129 943213100 501C3 100000 SUPPORT FOR DREAM DEFENDERS TIDES CENTER P O BOX 29198 SAN FRANCISCO CA 94129 943213100 501C3 50000 SUPPORT FOR BLACK FUTURES LAB BVM CAPACITY BUILDING INSTITUTE INC 3390 STONEWALL TELL ROAD ATLANTA GA 30349 823835203 501C3 150000 GENERAL SUPPORT ALLIANCE FOR GLOBAL JUSTICE 225 E 26TH STREET TUCSON AZ 85713 522094677 501C3 175000 SUPPORT FOR M4BL FEMINISTCOM FOUNDATION 18 LIVINGSTON COURT WOODSTOCK NY 12498 810588319 501C3 50000 GENERAL SUPPORT UNIVERSITY OF CALIFORNIA BERKELEY UC BERKELEY SCHOOL OF LAW 452 BOALT HALL BERKELEY CA 94720 946002123 501C3 50600 SUPPORT FOR CENTER ON REPRODUCTIVE RIGHTS AND JUSTICE MICHIGAN UNITED 4405 WESSON STREET DETROIT MI 48210 383058190 501C3 110100 GENERAL SUPPORT CENTER FOR TECHNOLOGY AND CIVIC LIFE 233 N MICHIGAN AVE 1800 CHICAGO IL 60601 472158694 501C3 60000 GENERAL SUPPORT INTERNATIONAL DOCUMENTARY ASSOCIATION 3470 WILSHIRE BLVD SUITE 980 LOS ANGELES CA 90010 953911227 501C3 25000 SUPPORT FOR AND SHE COULD BE NEXT" EDUCATIONAL PROGRAMMING. POWERPAC FOUNDATION 268 BUSH STREET SUITE 3737 SAN FRANCISCO CA 94104 262215714 501C3 15000 SUPPORT FOR SHE THE PEOPLE PROGRESSIVE MARYLAND EDUCATION FUND 35 UNIVERSITY BLVD EAST SILVER SPRING MD 20901-2437 SILVER SPRING MD 209012437 030401249 501C3 75000 SUPPORT FOR PEOPLE'S LEADERSHIP INSTITUTE ONE AMERICA 1225 S WELLER STREET SUITE 430 SEATTLE WA 89144 200384893 501C3 75000 GENERAL SUPPORT TAKEACTION MINNESOTA EDUCATION FUND 705 RAYMOND AVE SUITE 100 PAUL MN 55114 411635130 501C3 75000 SUPPORT FOR MOVEMENT POLITICAL LEADERSHIP PROJECT 23 1 PART I, LINE 2: THE ORGANIZATION REQUIRES GRANT RECIPIENTS TO SIGN WRITTEN GRANT AGREEMENTS THAT STATE THE PERMITTED USES OF THE GRANT FUNDS, PRIOR TO RECEIVING THOSE FUNDS, AND IT USUALLY ALSO REQUIRES A BRIEF NARRATIVE AND EXPENDITURES REPORT ON THE ACTUAL USE OF THE GRANT FUNDS UPON COMPLETION OF THE GRANT TERM. X X X X 0 0 0 0 0 0 0 0 0 DONNA P HALL PRESIDENT AND CEO 267693 0 0 0 0 0 35689 0 6116 0 309498 0 0 0 ANGELA L BOTTUM CHIEF OPERATING OFFICER 137249 0 0 0 0 0 19382 0 21676 0 178307 0 0 0 JENIFER FERNANDEZ ANCONA VP, STRATEGY & MEMBER ENGAGEMENT 117572 0 0 0 0 0 49315 0 12071 0 178958 0 0 0 X 17 262724 FMV 0 0 1 0 FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION'S OFFICERS AND THE FINANCE COMMITTEE OF THE BOARD OF DIRECTORS RECEIVED THE COMPLETE 990 WITH ALL SCHEDULES FOR THEIR REVIEW AND INPUT PRIOR TO FILING. SENIOR STAFF CONSISTING OF THE CHIEF OPERATING OFFICER AND THE PRESIDENT & CEO HELPED PREPARE THE 990 AND REVIEWED IT CAREFULLY BEFORE SUBMITTING TO THE FINANCE AND EXECUTIVE COMMITTEES AS REPRESENTATIVES OF THE FULL BOARD. THE FINAL VERSION IS THEN SHARED WITH THE FULL BOARD OF DIRECTORS. FORM 990, PART VI, SECTION B, LINE 12C INCOMING OFFICERS, DIRECTORS, AND KEY EMPLOYEES ARE REQUIRED TO READ THE ORGANIZATION'S CONFLICT OF INTEREST POLICY AND SIGN A FORM AGREEING TO ABIDE BY IT AND INITIALLY DISCLOSING ANY ACTUAL OR POTENTIAL CONFLICT OF INTEREST. THESE DISCLOSURE STATEMENTS ARE THEN UPDATED AND SIGNED ANNUALLY AT A MEETING OF THE BOARD OF DIRECTORS, OR EARLIER, AS APPROPRIATE. DISCLOSURE STATEMENTS ARE REVIEWED BY THE PRESIDENT & CEO AND CHAIR OF THE BOARD, AND THE BOARD REVIEWS POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 THE EXECUTIVE COMMITTEE OF THE BOARD, CONSISTING OF BOARD MEMBERS WHO HAVE NO CONFLICT OF INTEREST, RECOMMENDED TO THE BOARD THE COMPENSATION OF THE PRESIDENT & CEO AND THE CHIEF OPERATING OFFICER. THE COMMITTEE REVIEWED COMPARABLE COMPENSATION DATA FROM A VARIETY OF SOURCES, INCLUDING OTHER ORGANIZATIONS' 990S AND PUBLISHED SALARY SURVEYS AND BENCHMARKS. THE RECOMMENDATIONS AND REVIEW PROCESS WERE DOCUMENTED CONTEMPORANEOUSLY AND SUBMITTED TO THE BOARD. THE COMMITTEE MOST RECENTLY REVIEWED COMPARABLE SALARY DATA IN 2018 PRIOR TO MAKING ITS 2019 SALARY RECCOMMENDATIONS FOR THE PRESIDENT & CEO AND THE C.O.O. TO THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. AUDITED FINANCIAL STATEMENTS ARE POSTED ON THE ORGANIZATION'S WEBSITE ANNUALLY. FORM 990, PART IX, LINE 11G COMPUTER TECH SUPPORT: PROGRAM SERVICE EXPENSES 15,835. MANAGEMENT AND GENERAL EXPENSES 496. FUNDRAISING EXPENSES 1,811. TOTAL EXPENSES 18,142. WEBSITE MAINTENANCE/DEV: PROGRAM SERVICE EXPENSES 10,401. MANAGEMENT AND GENERAL EXPENSES 326. FUNDRAISING EXPENSES 1,190. TOTAL EXPENSES 11,917. COMM./GRAPHICS CONS.: PROGRAM SERVICE EXPENSES 17,828. MANAGEMENT AND GENERAL EXPENSES 558. FUNDRAISING EXPENSES 2,039. TOTAL EXPENSES 20,425. HONORARIA/SPEAKER FEES: PROGRAM SERVICE EXPENSES 37,925. MANAGEMENT AND GENERAL EXPENSES 1,187. FUNDRAISING EXPENSES 4,338. TOTAL EXPENSES 43,450. PROGRAM CONSULTING: PROGRAM SERVICE EXPENSES 443,618. MANAGEMENT AND GENERAL EXPENSES 13,886. FUNDRAISING EXPENSES 50,736. TOTAL EXPENSES 508,240. ORGANIZATIONAL DEV.: PROGRAM SERVICE EXPENSES 15,276. MANAGEMENT AND GENERAL EXPENSES 478. FUNDRAISING EXPENSES 1,747. TOTAL EXPENSES 17,501. OTHER CONSULTING: PROGRAM SERVICE EXPENSES 199,991. MANAGEMENT AND GENERAL EXPENSES 6,260. FUNDRAISING EXPENSES 22,872. TOTAL EXPENSES 229,123. REFLECTIVE DEMOCRACY CONSULTING: PROGRAM SERVICE EXPENSES 43,495. MANAGEMENT AND GENERAL EXPENSES 1,361. FUNDRAISING EXPENSES 4,975. TOTAL EXPENSES 49,831.