FORWARD GLOBAL INC: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
FORWARD GLOBAL INC (EIN 98-0592591)
Tax period
2015-07-01 to 2016-06-30
Filed
2017-05-15
IRS object ID
201711359349309236
Schema version
2015v3.0
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2017-05-15T14:54:14-05:00ReturnTs
Tax Period End2016-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN251900686PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1Stelmack Dobransky & Eannace LLCBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line13328 Washington RoadAddressLine1Txt
CityMcMurrayCityNm
State AbbreviationPAStateAbbreviationCd
ZIP153173005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN980592591EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1The Philanthropy Workshop IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlPHILBusinessNameControlTxt
Phone6467901587PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 East 25th Street No 3FAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTracy Mack ParkerPersonNm
Person TitleCEOPersonTitleTxt
Phone6467901587PhoneNum
Signature2017-05-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonVincent M Eannace CPAPreparerPersonNm
PTINP00028352PTIN
Phone7242600900PhoneNum
Preparation2017-05-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2021-01-29 14:40:06ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTracy Mack ParkerPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 East 25th St 3FAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$3,427,063GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website Addresswww.tpw.orgWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation2008FormationYr
Legal Domicile StateDELegalDomicileStateCd
Activity Or MissionThe Philanthropy Workshop inspires, transforms, and catalyzes a network of effective philanthropists as a means to a more just, sustainable, and enriching world.ActivityOrMissionDesc
Voting Members Governing Body14VotingMembersGoverningBodyCnt
Voting Members Independent14VotingMembersIndependentCnt
Total Employee8TotalEmployeeCnt
Total Volunteers20TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$1,216,629PYContributionsGrantsAmt
CY Contributions Grants$796,122CYContributionsGrantsAmt
PY Program Service Revenue$2,050,148PYProgramServiceRevenueAmt
CY Program Service Revenue$2,618,014CYProgramServiceRevenueAmt
PY Investment Income$566PYInvestmentIncomeAmt
CY Investment Income-$5,204CYInvestmentIncomeAmt
PY Other Revenue$5,000PYOtherRevenueAmt
CY Other Revenue$0CYOtherRevenueAmt
PY Total Revenue$3,272,343PYTotalRevenueAmt
CY Total Revenue$3,408,932CYTotalRevenueAmt
PY Grants And Similar Paid$1,616,261PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$776,304CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$981,997PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$705,505CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$1,125,531PYOtherExpensesAmt
CY Other Expenses$1,004,802CYOtherExpensesAmt
PY Total Expenses$3,723,789PYTotalExpensesAmt
CY Total Expenses$2,486,611CYTotalExpensesAmt
PY Revenues Less Expenses-$451,446PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$922,321CYRevenuesLessExpensesAmt
Total Assets BOY$745,774TotalAssetsBOYAmt
Total Assets EOY$1,496,194TotalAssetsEOYAmt
Total Liabilities BOY$524,627TotalLiabilitiesBOYAmt
Total Liabilities EOY$356,534TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$221,147NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$1,139,660NetAssetsOrFundBalancesEOYAmt
MissionThe Philanthropy Workshop inspires, transforms, and catalyzes a network of effective philanthropists as a means to a more just, sustainable, and enriching world.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$776,304ExpenseAmt
Grant$776,304GrantAmt
Revenue$780,712RevenueAmt
DescFiscal Sponsorship - The Philanthropy Workshop provides its members with opportunity to make restricted grants to organizations involved in charitable purposes. The Philanthropy Workshop has ultimate decision making authority.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$721,712ExpenseAmt
Revenue$1,988,029RevenueAmt
DescNetwork Program - The member network of more than 350 philanthropists is the largest of its kind and unique to the field of philanthropy. Our members hail form the Unites States and the United Kingdom with significant numbers from Canada and countries throughout Europe, Latin America, the Middle East, and Asia. After completing the first year TPW Intensive members participate in programs that go deeper, over time, into the theories, practices, skills and experiences introduced in the cohort program. Network programs such as the global learning journeys, annual retreat and skills-building training programs comprise an integrated "Masters" platform for lifelong learning, skills development, shared experiences, collaboration and innovation.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$311,877ExpenseAmt
Revenue$629,985RevenueAmt
DescCohort Program - Transforms participants into strategic, highly effective philanthropists. Through four week-long educational modules the participants learn how to amplify their impact and deepen their personal philosophy of giving.Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

FieldValueIRS element (for citing)
Revenue$15,410RevenueAmt
FieldValueIRS element (for citing)
Total Other Prog Srvc Revenue$15,410TotalOtherProgSrvcRevenueAmt
Total Program Service Expenses$1,809,893TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised FundYes (1)DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign ActivitiesYes (1)ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl EntYes (1)RelatedOrganizationCtrlEntInd
Transaction With Control EntYes (1)TransactionWithControlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document18IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee8EmployeeCnt
Employment Tax Returns Filed0EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial AccountYes (1)ForeignFinancialAccountInd
Foreign CountryUKForeignCountryCd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members14GoverningBodyVotingMembersCnt
Independent Voting Member14IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention Policy0DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
States Where Copy Of Return Is FldCAStatesWhereCopyOfReturnIsFldCd
States Where Copy Of Return Is FldNYStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1Tracy Mack Parker CEOBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone6467901587PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1110 East 25th StreetAddressLine1Txt
CityNew YorkCityNm
State AbbreviationNYStateAbbreviationCd
ZIP10010ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
Kathleen Lorenz
Chariman20.00Yes (X)Yes (X)$0$0$0
Elliot Donnelley
Vice Chair10.00Yes (X)Yes (X)$0$0$0
Matthew Bowcock
Treasurer10.00Yes (X)Yes (X)$0$0$0
Larry Birenbaum
Secretary10.00Yes (X)Yes (X)$0$0$0
Tracy Parker
President/CEO40.00Yes (X)Yes (X)$216,000$0$10,800
Maureen Blanc
Member10.00Yes (X)$0$0$0
Lauren Cramer
Member10.00Yes (X)$0$0$0
Olana Khan
Member10.00Yes (X)$0$0$0
Lisa Kleissner
Member10.00Yes (X)$0$0$0
Cindy Mercer
Member10.00Yes (X)$0$0$0
Fran Perrin
Member10.00Yes (X)$0$0$0
Joan Platt
Member10.00Yes (X)$0$0$0
Darian Swig
Member10.00Yes (X)$0$0$0
Lisa Wolverton
Member10.00Yes (X)$0$0$0
Cynthia Wu
Member10.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$216,000TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$10,800TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd
Cntrct Rcvd Greater Than100 K0CntrctRcvdGreaterThan100KCnt
All Other Contributions$796,122AllOtherContributionsAmt
Total Contributions$796,122TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
Network Program611600$1,988,029$1,988,029
Cohort Program611600$629,985$629,985
FieldValueIRS element (for citing)
Total Program Service Revenue$2,618,014TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$444TotalRevenueColumnAmt
Exclusion$444ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$12,483SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$17,803SecuritiesAmt
Other$328OtherAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities-$5,320SecuritiesAmt
Other-$328OtherAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column-$5,648TotalRevenueColumnAmt
Related Or Exempt Func Income-$5,648RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,408,932TotalRevenueColumnAmt
Related Or Exempt Func Income$2,612,366RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$444ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$776,304TotalAmt
Program Services$776,304ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$216,000TotalAmt
Program Services$177,120ProgramServicesAmt
Management And General$38,880ManagementAndGeneralAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$341,124TotalAmt
Program Services$291,884ProgramServicesAmt
Management And General$49,240ManagementAndGeneralAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$25,861TotalAmt
Program Services$21,570ProgramServicesAmt
Management And General$4,291ManagementAndGeneralAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$87,131TotalAmt
Program Services$66,922ProgramServicesAmt
Management And General$20,209ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$35,389TotalAmt
Program Services$29,725ProgramServicesAmt
Management And General$5,664ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$2,608TotalAmt
Management And General$2,608ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$88,749TotalAmt
Management And General$88,749ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$250,199TotalAmt
Program Services$152,529ProgramServicesAmt
Management And General$97,670ManagementAndGeneralAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$661TotalAmt
Program Services$96ProgramServicesAmt
Management And General$565ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$274,152TotalAmt
Program Services$119,250ProgramServicesAmt
Management And General$154,902ManagementAndGeneralAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$92,385TotalAmt
Program Services$87,567ProgramServicesAmt
Management And General$4,818ManagementAndGeneralAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$200,000TotalAmt
Program Services$26,143ProgramServicesAmt
Management And General$173,857ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$4,883TotalAmt
Management And General$4,883ManagementAndGeneralAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,621TotalAmt
Program Services$3,367ProgramServicesAmt
Management And General$14,254ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtManagement And GeneralManagementAndGeneralAmt
Donations$32,808$32,714$94
Supplies$22,123$17,518$4,605
Professional dues$16,542$5,113$11,429
Bank and Credit Card Fe$2,071$2,071

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$2,486,611TotalAmt
Program Services$1,809,893ProgramServicesAmt
Management And General$676,718ManagementAndGeneralAmt
Fundraising$0FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$399,755BOYAmt
EOY$255,081EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$220,955BOYAmt
EOY$1,051,327EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$67,500BOYAmt
EOY$140,760EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,144BOYAmt
EOY$14,811EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$23,019BOYAmt
EOY$12,750EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$101,705LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$95,490LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$11,098BOYAmt
EOY$6,215EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,203BOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$3,100BOYAmt
EOY$15,250EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$745,774BOYAmt
EOY$1,496,194EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$255,627BOYAmt
EOY$24,534EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$269,000BOYAmt
EOY$332,000EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$524,627BOYAmt
EOY$356,534EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$13,349BOYAmt
EOY$434,252EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$234,496BOYAmt
EOY$705,408EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$221,147BOYAmt
EOY$1,139,660EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$745,774BOYAmt
EOY$1,496,194EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$922,321ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$3,808NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Consol And Sep Basis Fincl StmtYes (X)ConsolAndSepBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$400,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$314,344CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$707,245CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,216,629CurrentTaxYearMinus1YearAmt
Current Tax Year$796,122CurrentTaxYearAmt
Total$3,434,571TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$400,231CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$314,344CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$707,245CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,216,629CurrentTaxYearMinus1YearAmt
Current Tax Year$796,122CurrentTaxYearAmt
Total$3,434,571TotalAmt
FieldValueIRS element (for citing)
Public Support Total170$3,434,571PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus1 Year$566CurrentTaxYearMinus1YearAmt
Current Tax Year$444CurrentTaxYearAmt
Total$1,010TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$436CurrentTaxYearMinus4YearsAmt
Total$436TotalAmt
FieldValueIRS element (for citing)
Total Support$3,436,017TotalSupportAmt
Public Support CY1700.99960PublicSupportCY170Pct
Public Support PY1700.99970PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Funds And Other Accounts Held1FundsAndOtherAccountsHeldCnt
Funds And Other Accounts Contri$780,712FundsAndOtherAccountsContriAmt
Funds And Other Accounts Grants$776,304FundsAndOtherAccountsGrantsAmt
Funds And Other Accounts Vl EOY$171,404FundsAndOtherAccountsVlEOYAmt
Disclosed Org Leg CtrlYes (1)DisclosedOrgLegCtrlInd
Disclosed For Charitable PrpsYes (1)DisclosedForCharitablePrpsInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$101,705OtherCostOrOtherBasisAmt
Depreciation$95,490DepreciationAmt
Book Value$6,215BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$6,215TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$3,405,124TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$3,808NetUnrealizedGainsInvstAmt
Revenue Not Reported-$3,808RevenueNotReportedAmt
Revenue Subtotal$3,408,932RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$3,408,932TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$2,486,611TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$2,486,611ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$2,486,611TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferencePart X, Line 2:FormAndLineReferenceDesc
ExplanationTPW does not have any liability due to uncertain tax positions.ExplanationTxt

Schedule F IRS990ScheduleF

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Account Activities Outside US AccountActivitiesOutsideUSGrp (4 entries)

RegionRegionTxtEmployeeEmployeeCntType Of Activities ConductedTypeOfActivitiesConductedTxtSpecific Services ProvidedSpecificServicesProvidedTxtRegion Total ExpendituresRegionTotalExpendituresAmt
Ethiopia0Program ServicesNetwork Program$30,000
United Kingdom0Program ServicesCohort Program$15,000
India0Program ServicesCohort Program$70,000
0
FieldValueIRS element (for citing)
Subtotal Offices0SubtotalOfficesCnt
Subtotal Employees0SubtotalEmployeesCnt
Continutation Total Office0ContinutationTotalOfficeCnt
Continutation Total Employee0ContinutationTotalEmployeeCnt
Total Office0TotalOfficeCnt
Total Employee0TotalEmployeeCnt
Subtotal Spent$115,000SubtotalSpentAmt
Continuation Spent$0ContinuationSpentAmt
Total Spent$115,000TotalSpentAmt
Transfer To Foreign Corp0TransferToForeignCorpInd
Interest In Foreign Trust0InterestInForeignTrustInd
Foreign Corp OwnershipYes (1)ForeignCorpOwnershipInd
Passive Foreign Investmest Co0PassiveForeignInvestmestCoInd
Foreign Partnership0ForeignPartnershipInd
Boycott Countries0BoycottCountriesInd

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (1)GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1CalMattersBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11017 L Street 261AddressLine1Txt
CitySacramentoCityNm
State AbbreviationCAStateAbbreviationCd
ZIP95814ZIPCd
FieldValueIRS element (for citing)
Recipient EIN472474086RecipientEIN
IRC Section(C) (3)IRCSectionDesc
Cash Grant$776,304CashGrantAmt
Valuation Method UsedFMVValuationMethodUsedDesc
Purpose Of GrantOperationsPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeYes (X)CompensationCommitteeInd
Form990 Of Other OrganizationsYes (X)Form990OfOtherOrganizationsInd
Compensation SurveyYes (X)CompensationSurveyInd
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd
Comp Based On Revenue Of Flng Org0CompBasedOnRevenueOfFlngOrgInd
Comp Bsd On Rev Related Orgs0CompBsdOnRevRelatedOrgsInd
Comp Bsd Net Earns Flng Org0CompBsdNetEarnsFlngOrgInd
Comp Bsd Net Earns Rltd Orgs0CompBsdNetEarnsRltdOrgsInd
Any Non Fixed Payments0AnyNonFixedPaymentsInd
Initial Contract Exception0InitialContractExceptionInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp

FieldValueIRS element (for citing)
PersonTracy ParkerPersonNm
TitlePresident/CEOTitleTxt
Base Compensation Filing Org$216,000BaseCompensationFilingOrgAmt
Compensation Based On Rltd Orgs$0CompensationBasedOnRltdOrgsAmt
Bonus Filing Organization$0BonusFilingOrganizationAmount
Bonus Related Organizations$0BonusRelatedOrganizationsAmt
Other Compensation Filing Org$0OtherCompensationFilingOrgAmt
Other Compensation Rltd Orgs$0OtherCompensationRltdOrgsAmt
Deferred Compensation Flng Org$10,800DeferredCompensationFlngOrgAmt
Deferred Comp Rltd Orgs$0DeferredCompRltdOrgsAmt
Nontaxable Benefits Filing Org$0NontaxableBenefitsFilingOrgAmt
Nontaxable Benefits Rltd Orgs$0NontaxableBenefitsRltdOrgsAmt
Total Compensation Filing Org$226,800TotalCompensationFilingOrgAmt
Total Compensation Rltd Orgs$0TotalCompensationRltdOrgsAmt
Comp Report Prior990 Filing Org$0CompReportPrior990FilingOrgAmt
Comp Report Prior990 Rltd Orgs$0CompReportPrior990RltdOrgsAmt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (6 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
Form 990, Part VI, Section B, line 11The executive director reviews the form 990 prior to filing.
Form 990, Part VI, Section B, line 12cA committee reviews all projects and programs of a strategic nature. As part of their mandate, they also review conflicts of interest compliance.
Form 990, Part VI, Section B, line 15aThe determination of compensation for all staff is made by the entire board on an annual basis.
Form 990, Part VI, Section C, line 19Governing documents disclosure explanation governing documents, conflict of intereest policy, and financial statements are available to donors and prospective donors upon request.
Form 990, Part IX, line 11gConsultants : Program service expenses 148,372. Management and general expenses 0. Fundraising expenses 0. Total expenses 148,372. Other fees-Mngmnt-990: Program service expenses 0. Management and general expenses 97,670. Fundraising expenses 0. Total expenses 97,670. Other fees-ProgServ-990 : Program service expenses 4,157. Management and general expenses 0. Fundraising expenses 0. Total expenses 4,157.
Form 990, Part XII, Line 2c:There was no change.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp

Disregarded Entity Name DisregardedEntityName

FieldValueIRS element (for citing)
Business Name Line1The Institute for PhilanthropyBusinessNameLine1Txt

Foreign Address ForeignAddress

FieldValueIRS element (for citing)
Address Line1T2 The West Wing Somerset House StAddressLine1Txt
CityLondonCityNm
Province Or State1LAProvinceOrStateNm
CountryUKCountryCd
Foreign PostalWC2RForeignPostalCd
FieldValueIRS element (for citing)
Primary ActivitiesPhilanthropyPrimaryActivitiesTxt
Legal Domicile Foreign CountryUKLegalDomicileForeignCountryCd
Exempt Code Section501(c)(3)ExemptCodeSectionTxt

Direct Controlling Entity Name DirectControllingEntityName

FieldValueIRS element (for citing)
Business Name Line1The Philanthropy Workshop IncBusinessNameLine1Txt
FieldValueIRS element (for citing)
Controlled OrganizationYes (1)ControlledOrganizationInd
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other OrgYes (1)TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Transactions Related Org TransactionsRelatedOrgGrp

Other Organization Name OtherOrganizationName

FieldValueIRS element (for citing)
Business Name Line1The Institute for Philanthropy Trading as The Philanthropy Workshop UKBusinessNameLine1Txt
FieldValueIRS element (for citing)
Transaction TypeRTransactionTypeTxt
Involved$200,000InvolvedAmt
Method Of Amount DeterminationFMVMethodOfAmountDeterminationTxt

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