2018-11-15T12:31:01-06:00 2017-12-31 330835986 SQUAR MILNER LLP 135 MAIN STREET 9TH FLOOR SAN FRANCISCO CA 941051815 990 2017-01-01 050542397 WOMEN DONORS NETWORK WOME 4158141333 565 Commercial Street No 300 San Francisco CA 94111 DONNA P HALL President & CEO 4158141333 2018-11-06 DEBORAH KAMINSKI P00645581 4157812500 71.6.48.101 2018-11-06 15:32:05 PS P A1DB5DB41FEE3373BA9901E03D6B95C2889EF87E 8646073251B02F9CF01ED885C65CFF2D08DF6640 2017 2019-02-21 02:37:17Z DONNA P HALL 565 Commercial Street No 300 San Francisco CA 94111 5250781 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 13 30 0 0 4087933 4909353 243601 338671 1672 2757 184 0 4333390 5250781 1142606 857192 0 0 1244700 1364281 0 0 278969 1309437 1742637 3696743 3964110 636647 1286671 2964450 4229876 241832 220587 2722618 4009289 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 1236828 0 338657 Title: Educational Programs for Women Philanthropists:The Organization's educational program achievements included webinars on many topics of interest to women philanthropists; an advocacy and lobbying training in Washington, DC; two skills-building retreats for women donors; regional gatherings around the country where groups of WDN members and prospective members networked and learned together; a new learning-cohort model where donors had the opportunity to share their expertise with each other and deepen their learning about values-based investing; and an Annual Conference, "WDN Connect: 2017" which was held in Atlanta, Georgia, where more than 130 women donors gathered to learn to be more effective philanthropists, exchange ideas with grassroots leaders and experts, build community, and develop collaborative social change strategies. 1074230 812192 0 Grantmaking Initiatives: The Organization supported several projects in pursuit of a more fair, equitable, and sustainable world through its grantmaking initiatives and issue-oriented member circles in 2017. The Organization awarded $812,192 in grants to organizations working to promote women's reproductive health and reproductive justice, to develop grassroots criminal justice campaigns to reverse discriminatory practices, to support indigenous communities working for climate justice, to support the organizing hubs fighting to keep immigrant families together, to support community-led rebuilding efforts following Hurricane Harvey in Texas, to support emerging organizations working for racial justice through the Movement for Black Lives, and to sponsor educational outreach for a documuntary film on peace and justice through culture change work in the Middle East. In partnership with Solidaire Network, the Organization also launched a new grantmaking initiative called the Emergent Fund, which awarded rapid-response funding to organizations working to defend vulnerable communities that are under attack by current federal policies and priorities. 765752 45000 0 Reflective Democracy Campaign: The Organization continued its Reflective Democracy Campaign to illuminate and remove the structural barriers to achieving a democracy where our leaders will demographically reflect the American people, including electing more women and people of color. Program accomplishments in 2017 included a comprehensive update of the Campaign's first-of-its-kind database identifying the race and gender of elected officials and candidates on the ballot in the United States, including elected prosecutors. The updated database now also includes the 200 largest cities in addition to the previous federal, state, and county data. The Campaign made this data available to advocates and the general public through a website, video, and infographics in 2017. The Campaign also collaborated with allied funders and grassroots organizations to conduct briefing sessions for advocates in the field, sponsored educational outreach for the documentary film "Councilwoman," engaged in advocacy through strategic messaging, conducted a national online survey of voters' views on reflective democracy issues, and provided support to two Reflective Democracy Innovators who are designing and implementing new approaches to eliminating the structural barriers to a more reflective democracy. 130912 During 2017 the Organization operated a Progressive Philanthropy Fellowship program. The Senior Fellow in Philanthropy conducted research, participated in convenings, collaborated with WDN staff and others in the field of philanthropy, and wrote about her 35 years as a philanthropist. 130912 3207722 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 1 0 1 0 1 42 0 1 13 1 0 0 0 0 0 1 1 0 0 0 0 X 11 10 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA X X ANGELA BOTTUM 4158141333 565 Commercial Street Suite 300 San Francisco CA 94111 Donna P Hall President and CEO 39.80 0.02 X X 292589 0 25664 Jessica Ozberker Chair 8.00 X X 0 0 0 Jamie McMahon Vice Chair 4.00 X X 0 0 0 Krista Brewer Secretary 4.00 X X 0 0 0 Nancy Bernstein Treasurer 4.00 X 0 0 0 Heidi Yewman 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 Kimberly COxholm Member 2.00 X 0 0 0 Carla Kleefeld Member 2.00 X 0 0 0 Angela L Bottum Chief Operating Officer 39.80 0.02 X 144329 0 87511 Jenifer Fernandez Ancona Vice President 39.80 0.02 X 143517 0 66683 580435 0 179858 3 0 1 0 Brenda Carter 318 Front Street New Haven CT 06513 Reflective Democracy Program Consulting 189750 Margaret Gage 208 Montague Road Amherst MA 01002 Philanthropy Fellowship 114080 2 4909353 460834 4909353 Other Program Fees 900099 246358 246358 Conference Registratio 900099 92313 92313 338671 2757 2757 5250781 338671 0 2757 X 857192 857192 317354 159127 63651 94576 808325 539920 186250 82155 56449 34958 12532 8959 106142 66011 23563 16568 76011 46710 17492 11809 21670 21670 1040089 948602 78397 13090 28360 18462 6126 3772 146712 95509 31690 19513 392816 365985 20200 6631 11625 11025 600 31763 26693 3138 1932 7429 2856 3989 584 Miscellaneous 25784 10307 1512 13965 Printing and Publicatio 13015 8909 2414 1692 Software 7838 5103 1693 1042 Internet and Email Fees 6033 3928 1303 802 9503 6425 1799 1279 3964110 3207722 477419 278969 2013118 2303031 709176 1680781 66268 66166 130715 70156 55770 60559 101508 102015 18610 17324 2964450 4229876 231632 201387 10200 19200 241832 220587 X 1338184 1458877 1384434 2550412 2722618 4009289 2964450 4229876 1286671 0 X 0 0 0 X 2077641 2814268 2925465 4087933 4909353 16814660 2077641 2814268 2925465 4087933 4909353 16814660 1236076 15578584 1198 1034 1281 1672 2757 7942 129 184 313 16822915 1733071 0.92600 0.97800 X 43666 43666 3920444 3964110 348206 87052 0 0 300983 329874 334837 348206 1313900 1970850 29873 14640 10653 43666 98832 75246 82469 83709 87052 328476 492714 Part II-B, Line 1(I), Other Lobbying Activities WDN held an advocacy training in Washington, DC during April 24-27, 2017 for 38 women philanthropists. As part of the training, on the second day, the attendees and 4 WDN staff members put their skills into practice by visiting Capitol HIll and lobbying Members of Congress and/or their staff on legislative issues including economic inequality, women's rights, and environmental justice. The cost of the lobbying activities was $43,666. 130715 70156 60559 60559 X 5250781 0 5250781 0 5250781 3964110 0 3964110 0 3964110 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 30000 Support for "Alliance for Citizenship" Center for Community Change 1536 U Street NW Washington DC 20009 520888113 501c3 30000 Support for "Immigration Rights Organizing" National Domestic Workers Alliance 395 Hudson Street 4th Floor New York NY 10014 352420942 501c3 30000 Support for " All of Us or None" Futures without Violence 100 Montgomery Street The Presidio San Francisco CA 94129 943110973 501c3 5570 Support for "Audrie & Daisy" Tides Foundation P O Box 29903 San Francisco CA 94129 510198509 501c3 50000 Support for "Black Futures Lab" NEO Philanthropy 45 W 36th Street 6th Floor New York NY 10018 133191113 501c3 15000 Support for "Blackbird and Advancing Independent Black Power" 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 43675 Support for "Hurricane Harvey Community Rel" Proteus Fund 15 Research Drive Suite B Amherst MA 01002 043243004 501c3 127050 Support for "Emergent Fund" Justice for Families 1913 Azalea Street Sulphur LA 70663 452625169 501c3 30000 General Support Communities United for People P O Box 33167 Portland OR 97292 931181863 501c3 15000 Support for "Enlace National Prison Divestment" Families for Justice as Healing 42 Seaverns Avenue Jamaica Plains MA 02130 454148974 501c3 20000 Support for " Nat'l Council for Incarcerated Women & Girls" National Advocates for Pregnant Women 875 6th Avenue Suite 1807 New York NY 10001 133839293 501c3 30000 General Support Tides Foundation P O Box 29903 San Francisco CA 94129 510198509 501c3 48625 Support for "Florida Rights Restoration Coalition Education Fund" Women Donors Network Action 565 Commercial Street San Francisco CA 94111 823733951 501c4 12500 Support for "Florida Rights Restoration Coalition" Groundswell Fund 436 14th Street Suite 723 Oakland CA 94612 474003615 501c3 100000 General Support University of Oklahoma 731 Elm Avenue Robertson Hall 101 Norman OK 73019 736091755 501c3 25000 Support for "Take Root Conference" Just Vision 1616 P Street N W 340 Washington DC 20036 204898729 501c3 36550 Support for "Women Leaders of the First Intifada Film Project" Movement Strategy Center 436 14th Street 5th Floor Oakland CA 94612 201037643 501c3 30000 Support for "Climate Justice Alliance (CJA)" Polaris Institute USA P O Box 106 Essex NY 12936 743099465 501c3 33000 Support for "Indigenous Climate Action (ICA)" Gulf Coast Center for Law & Policy co USHuman Rights Network 620 Oak Harbor Blvd Suite 203 Slidell LA 70458 202404443 501c3 30000 General Support Women's Earth & Climate Caucus 20 Sunnyside Ave Ste A-438 Mill Valley CA 94941 371702450 501c3 60000 Support for "Women's Earth & Climate Action Network" NAVA Education Project PO Box 35698 Albuquerque NM 87176 271866733 501c3 25000 Support for "Advance Native Political Leadership (ANPL)" Documentary Educational Resources 108 Water Street 51 Watertown MA 02472 042498206 501c3 20000 Support for "Councilwoman" 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 278614 0 0 0 13975 0 19098 0 6566 0 318253 0 0 0 Angela L Bottum Chief Operating Officer 136948 0 0 0 7381 0 67173 0 20338 0 231840 0 0 0 Jenifer Fernandez Ancona Vice President 136322 0 0 0 7195 0 52153 0 14530 0 210200 0 0 0 X 37 460834 FMV 0 1 0 Form 990, Part VI, Section A, line 1 The Executive Committee is a standing committee of the Board. It may act on the Board's behalf in emergency and time-sensitive situations when it is not possible to convene the full Board, but any such actions require the unanimous vote of the Committee members that can be reasonably convened and will subsequently be submitted to the full Board for ratification. It may act in other situations to the extent that Executive Committee action has been expressly requested and/or delegated by the Board. The Executive Committee members are also members of the Board, and their names and titles are: 1)Jessica Ozberker, Chair, 2)Jamie McMahon, Vice Chair, 3)Krista Brewer, Secretary 4)Nancy Bernstein, Treasurer, 5)Donna P. Hall, President & CEO. 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 2015 prior to making its 2016 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 Organization Development: Program service expenses 0. Management and general expenses 7955. Fundraising expenses 0. Total expenses 7955. Other Consulting: Program service expenses 164926. Management and general expenses 63824. Fundraising expenses 5000. Total expenses 233750. Program Consulting: Program service expenses 709074. Management and general expenses 0. Fundraising expenses 0. Total expenses 709074. Communications and Graphics Consulting: Program service expenses 12750. Management and general expenses 1275. Fundraising expenses 4800. Total expenses 18825. Information Technology: Program service expenses 10014. Management and general expenses 3323. Fundraising expenses 2046. Total expenses 15383. Website Maintenance/Development: Program service expenses 6088. Management and general expenses 2020. Fundraising expenses 1244. Total expenses 9352. Honoraria and Speaker Fees: Program service expenses 45750. Management and general expenses 0. Fundraising expenses 0. Total expenses 45750. WOMEN DONORS NETWORK ACTION 565 COMMERCIAL STREET300 SAN FRANCISCO CA 94111 823733951 SOCIAL WELFARE/CIVIC LEAGUE CA 501(c)(4) SELF 0 0 1 0 1 0 0 0 0 0 0 0 0 0 1 1 0 1 0 0 WOMEN DONORS NETWORK ACTION B 12500 WOMEN DONORS NETWORK ACTION D 5000 WOMEN DONORS NETWORK ACTION N 6887 WOMEN DONORS NETWORK ACTION O 1087 WOMEN DONORS NETWORK ACTION Q 7974