2019-09-30T11:52:57-05:00 2018-12-31 454060696 CCA LLP 2300 Contra Costa Blvd Ste 220 Pleasant Hill CA 94523 990 2018-01-01 061368627 Neighborhood Funders Group NEIG 5104446063 300 Frank H Ogala Plaza 7th Floor Oakland CA 94612 Sarita Ahuja Interim Co-Director 5104446063 2019-09-30 1 CCA LLP P00587987 9256852911 2019-09-25 99.24.132.41 2019-09-30 11:52:52 PD P DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 11C41341E2825BA9C348AF826C977EBB3B18B533 2018 2020-01-14 16:20:31Z Sarita Ahuja 300 Frank H Ogala Plaza 7th Floor Oakland CA 94612 3284800 0 X www.nfg.org X 1991 CA NFG organizes philanthropy to support grassroots power building so that communities of color and low-income communities thrive. 14 14 16 34 0 75 5023409 3043792 30436 235118 3104 5890 0 0 5056949 3284800 245500 520000 0 0 1090508 1367041 0 0 103125 1085282 1249935 2421290 3136976 2635659 147824 5417323 5737292 212116 384261 5205207 5353031 X Neighborhood Funders Group (NFG) is a network of national and local grantmakers throughout the U.S. Our mission is to organize philanthropy to support grassroots power building so that communities of color and low-income communities thrive. We bring together funders to learn, connect, and mobilize resources with an intersectional and place-based focus. 1 0 312311 FFJ organized fully-attended sessions at NFG's 2018 national conference in St. Louis, including one focused on the Movement for Black Lives' (M4BL) platform with presentations by FFJ Advisors and specific dollar asks for each pillar of the platform. During NFG's conference, FFJ also organized a learning tour in Ferguson, which quickly filled up with funders and had a long waiting list. This work deepened our partnership with grassroots and philanthropy leaders in the region, such as Kayla Reed from the St. Louis Action Center and Electoral Justice Project of M4BL; and Reverend Starsky Wilson, President and CEO of the Deaconess Foundation, who co-chaired the Ferguson Commission. In 2018, FFJ completed a robust online divest/invest toolkit for funders. FFJ created the toolkit for funders because FFJ believes that collective funding strategies in housing, education, health, and jobs, will fail if funders do not also fund campaigns to divest this nation's resources from criminalization. In the toolkit, funders can easily access and read through a variety of issue areas and how they are affected by criminalization, as well as learn about examples of community safety and justice in practice. The toolkit challenges funders to aim grantmaking at local, regional, and national campaigns that move more public dollars into the public safety net and infrastructure that actually keep communities safe. Examples of funding opportunities promoted by the toolkit include: quality and affordable public education, housing, healthcare, childcare, and meaningful job opportunities that build the collective wealth and power of communities of color and low-income communities. FFJ has reached well over 100 funders with the divest/invest frame and toolkit, in addition to the 400+ members in FFJ who receive FFJ's regular funder education and mobilization emails. FFJ also launched two internal funder strategy groups that are deeply related to divest/invest: bail reform and healing justice. Additionally, FFJ just began a staffing support role to the Restorative Justice Funders Group. 959401 475000 An outgrowth of NFG's efforts to democratize development is the Amplify Fund, a multimillion-dollar pooled grantmaking fund that builds the power, influence, and decision-making authority of communities of color and low-income communities to advance equitable urban and regional development. Established by NFG in 2017 in partnership with Common Counsel Foundation, in 2018 the Amplify Fund selected pilot sites for grantmaking: California (in partnership with the Fund for an Inclusive California), Puerto Rico, Missouri, and North Carolina. NFG began working with local strategy advisors in each site to help contextualize the Fund's theory of change in the local environment and define the most effective role for Amplify as a funder, locally. In late 2018, Amplify began making grants in these sites. 321432 In 2018 FJE continued its "Future of Work" project. Funders showed interest in topics related to portable benefits, universal basic income, financialization, and Silicon Valley's influence in political and economic arenas. FJE also began a Future of Work call series that focuses on emerging policies and organizing strategies to protect workers by addressing the changing nature of work, the influence of automation and technology, the accumulation of power and money in the financial sector, and the shifts within various job sectors. FJE also continued to convene funders to discuss financialization and what members would like to do together towards addressing its impact. The meeting resulted in a strategy to discuss financialization at funder conferences throughout 2018, develop educational materials for funders, community groups, and other stakeholders, and continue to build our analysis of addressing the impact of corporate power and the influence of the financial sector. Additionally, funders identified opportunities for alignment, including developing narrative change materials to foster a better understanding of how the rise of money and power in the financial sector has driven economic inequality and poverty. This communications strategy will target multiple audiences, including funders, community groups, policy advocates, and researchers across social movements. FJE members and community partners have presented about financialization and the future of work at the recent EDGE Funders Conference in April 2018 and during three workshops at the 2018 NFG Conference in St. Louis in June.In May 2018, FJE's "Working at the Intersections" program released a report titled Journey Towards Intersectional Grantmaking, a working definition of "intersectional grantmaking, and 12 best practices for FJE funders on philanthropy's role in addressing economic discrimination. This report was launched with a webinar to share the best practices that emerged from this program and report results. As well, the webinar emphasized that there are numerous entry points for funders to change their culture and shift grantmaking strategies to better support intersectional work that shifts power to justice and equity. 169315 In 2018, DDP brought national focus to funders and community leaders on federally designated Opportunity Zones. Opportunity Zones were enacted as part of the 2017 tax reform package (Tax Cuts and Jobs Act) to address uneven economic recovery and persistent lack of growth that have left many communities across the country behind. In the broadest sense, the newly enacted federal Opportunity Zone program provides a federal tax incentive for investors to invest in low-income urban and rural communities through favorable treatment of reinvested capital gains and forgiveness of tax on new capital gains. DDP has been building a funder learning and community network space centered on equity and social justice work focused on Opportunity Zones by hosting two webinars with over 100 attendees. In April 2018, DDP organized an Equity and Justice Funder Caucus at the PolicyLink Equity Summit, held in Chicago, IL. The purpose of the session was to create a funders' network space to share, reflect, and build on the dynamic and passionate leadership witnessed at the Equity Summit. This session enabled NFG staff to cultivate new relationships and connect with folks who are moving forward and towards racial justice and equity in their grantmaking. Over 130 people registered for the caucus session, including a broad range of foundation types, geography, and individual roles within their institutions.In May 2018, DDP hosted a two-day Community Change Learning Exchange (CCLE) in Chicago, IL. This exchange was designed to be a dynamic experiential learning about place-based grantmaking and brought together 50 funders from around the country, with an emphasis on including Chicago and Midwest area funders. This CCLE provided a safe space for funders to share the challenges, progress, and questions stemming from their community change efforts in the Chicago area, particularly with respect to resident engagement. The space allowed for an honest and open conversation among grantmakers about one another's place-based work and its challenges, successful place-based strategies, the state and trajectory of the community change field, ways to approach resident and community engagement, and questions meant to provoke further reflection in their home cities and regions. This Chicago CCLE also furthered NFG's goal in 2018 of fostering and deepening relationships with and among Midwest funders.On July 18 20, 2018 in Atlanta, GA DDP and the Right to The City Alliance assembled leaders from grassroots housing, land justice organizations, and the philanthropic field for a Field & Funder Convening to deepen relationships, alignment and collaboration both within and between these sectors. The convening created critical space for funders and field leaders to develop shared assessment of efforts around housing and community development. It also helped participants identify gaps and opportunities to more effectively connect movement building and grassroots organizing work, and local to national resourcing strategies. - Webinar: Just and Equitable Rebuilding of Cities After Disasters (December 6) 938399 45000 234118 Other programs 1107714 45000 234118 2700858 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 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 1 40 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 CA X Neighborhood Funders Group 5104446063 300 Frank H Ogala Plaza 7th Floor Oakland CA 94612 Alison Corwin Co-Chair 2.00 X X 0 0 0 Michael Brown Co-Chair 2.00 X X 0 0 0 Aaron Tanaka Treasurer 2.00 X X 0 0 0 Amy Kenyon Secretary 2.00 X X 0 0 0 Andrea Dobson Board Member 2.00 X 0 0 0 Lavastian Glenn Board Member 1.00 X 0 0 0 Laura Livoti Board Member 1.00 X 0 0 0 Sandra Witt Board Member 1.00 X 0 0 0 Mary Sobecki Board Member 1.00 X 0 0 0 Carmen Rojas Board Member 1.00 X 0 0 0 Marjona Jones Board Member 2.00 X 0 0 0 Shona Chakravartty Board Member 1.00 X 0 0 0 Amoretta Morris Board Member 2.00 X 0 0 0 Mark Paley Board Member 1.00 X 0 0 0 Dennis Quirin Executive Director 40.00 X 155736 0 10020 155736 0 10020 1 0 1 0 0 355916 2687876 3043792 Conference 900099 234118 234118 Other Program Service 900099 1000 1000 235118 5890 5890 3284800 235118 0 5890 X 500000 500000 20000 20000 155736 93442 31147 31147 972068 798691 116216 57161 67169 52467 9511 5191 172068 133307 29135 9626 8095 245 7850 83364 16000 67364 333089 246892 86197 17394 16869 525 5624 3567 2057 53876 4000 49876 33378 4958 28420 133142 129578 3564 422961 422304 657 5122 5122 4584 4584 Board Expenses 76404 15484 60920 Dues and subscriptions 17603 2306 15297 Other expenses: transfe 15928 15928 Staff development 12862 9071 3791 26509 215749 -189240 3136976 2700858 332993 103125 1884849 2700232 3484479 3017124 34881 10776 30518 21358 9614 9160 3500 0 5417323 5737292 75424 146239 136692 238022 212116 384261 X 1167787 1437155 4037420 3915876 5205207 5353031 5417323 5737292 147824 0 X X 0 1 X 1 0 X 1134305 1896269 2786081 5023409 3043792 13883856 1134305 1896269 2786081 5023409 3043792 13883856 7839874 6043982 12 14 1161 3104 5890 10181 4786 899 1360 7045 13901082 628402 0.43480 0.42100 X 30518 21358 9160 9160 X 3284800 0 3284800 0 3284800 3136976 0 3136976 0 3136976 Part X, Line 2: For the year ended December 31, 2018, NFG 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. 1 Common Counsel Foundation 1624 Franklin Street Suite 1022 Oakland CA 94612 943214166 501(c)3 475000 NFG is one of the donors to the Amplify Fund and made a 4-year grant of $900 Movement Strategy Center 436 14th Street Oakland CA 94612 201037643 501(c)3 25000 The purpose of this grant is to support Justice Funders' collaboration with 2 2 2018 Discount Award 1 20000 X X 0 0 0 0 0 0 0 0 0 Dennis Quirin Executive Director 155736 0 0 0 0 0 10020 0 0 0 165756 0 0 0 Common Counsel Foundation Fiscal Sponsor and Manager of Amplify Fund Laura Livoti is a CEO of Common Counsel Foundation and serves on NFG's Board of Directors. Dennis Quirin is a President of NFG and serves on Common Councel's Board and has a seat on Amplify Fund steering committee. 0 Schedule L Part IV Common Counsel Foundation is a public grantmaking foundation. Through a competitive bid, NFG selected Common Counsel Foundation as its public foundation partner for a grantmaking project launched in 2017, the Amplify Fund. NFG fundraises for the fund, and designs and implements the funds' programming. Common Counsel fiscally sponsors and manages the funds contributed by the donors, and its board will approve and disburse the grants recommended by the Amplify Fund's steering committee. NFG is one of the donors to the Amplify Fund, and made a 4 year grant of $900,000 to Common Counsel for the Amplify Fund in 2017. Of this amount, the first payment of $225,000 was disbursed in 2017, and the second payment of $225,000 was disbursed in 2018. NFG also approved an additional $500,000 grant to Common Counsel Foundation in 2018, half of which was paid in 2018. These payments are contingent upon NFG raising sufficient funds each year.Laura Livoti, Common Counsel Foundation's CEO, served on NFG's board until mid-2018. Dennis Quirin, President of NFG, served on Common Counsel Foundation's board throughout 2018. They each recused themselves from board votes related to the Amplify partnership. Dennis Quirin also has a seat on Common Counsel Foundation's Amplify Fund steering committee. Form 990, Part III, line 2 Integrated Rural Strategies Group (IRSG): Recognizing that the demographics of rural America are changing, in 2018 NFG launched the IRSG. Established in response to a growing interest amongst funders around supporting work in rural regions, a scan was commissioned by NFG regarding what rural organizers want from funders. Philanthropy Forward (PF): In 2018 NFG launched a new program, Philanthropy Forward: Leadership for Change Fellowship, in partnership with the Aspen Forum for Community Solutions. Following a cohort selection process, the PF fellowship officially launched in October 2018. The Philanthropy Forward fellows worked together over eight months as strategic thought partners with a dedicated space and peer coaching to organize together, boldly envisioning and advancing the transformed future of philanthropy. Form 990, Part VI, Section A, line 6 The organization has institutional members. Form 990, Part VI, Section A, line 7a The Organization's members nominate and elect the board of directors. Form 990, Part VI, Section B, line 11b The Form 990 was prepared by the outside accountants. A draft of the Form 990 was reviewed and approved by the audit committee. Board members were given a final copy of the Form 990 to review. Once reviewed, the executive director signed and submitted the return to the IRS. Form 990, Part VI, Section B, line 12c Officers and directors are required to sign an acknowledgement each year that they have received the conflict of interest policy. Each officer and director is asked to notify the Board of any conflict of interest. Officers and directors abstain from any decision in which they may have a conflict of interest. Form 990, Part VI, Section B, line 15a Compensation paid to the executive director is evaluated on an annual basis by the officers (co-chairs and treasurer) of the Board of Directors. Compensation is based upon the level of skill required for the position, comparison of compensation to similar positions in the non-profit industry, and an evaluation of the individual's achievements during the year. Determination of the compensation made by the officers of the Board is recommended to the full Board and documented as part of the budget process. No other officers or key employees were employed during the year. Form 990, Part VI, Section C, line 19 The Organization's governing documents, conflict of interest policy, and financial statements are available upon request at the Organization's offices. Form 990, Part IX, line 11g Payroll service fees: Program service expenses 0. Management and general expenses 1,320. Fundraising expenses 0. Total expenses 1,320. Other professional fees: Program service expenses 246,892. Management and general expenses 84,877. Fundraising expenses 0. Total expenses 331,769. Form 990, Part IX, Line 24e The Organization records shared expenses in the management and general category and allocates the amount to the other functional categories on a monthly basis. As a result, other miscellaneous expenses consist of a negative amount in the management and general category and a positive amount in the program services category. Total allocated expenses for the year 2018 were $200,250.