2017-03-17T11:25:50-05:00 2016-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2015-07-01 522028612 WASHINGTON AREA WOMEN'S FOUNDATION WASH 2023477737 1331 H STREET NW NO 1000 WASHINGTON DC 20005 JENNIFER LOCKWOOD-SHABAT PRESIDENT AND CEO 2023477737 2017-03-17 1 3019519090 2015 2021-01-29 14:40:06Z JENNIFER LOCKWOOD-SHABAT 1331 H STREET NW NO 1000 WASHINGTON DC 20005 2963262 0 X WWW.THEWOMENSFOUNDATION.ORG X 1997 DC SEE PART III, LINE 1. 12 12 12 45 0 0 2254392 2834823 0 0 9078 39904 -89432 -159522 2174038 2715205 697050 934736 0 0 935856 988074 0 0 355177 668738 771446 2301644 2694256 -127606 20949 3361316 3322094 266930 217039 3094386 3105055 X OUR MISSION IS TO MOBILIZE OUR COMMUNITY TO ENSURE THAT ECONOMICALLY VULNERABLE WOMEN AND GIRLS IN THE WASHINGTON REGION HAVE THE RESOURCES THEY NEED TO THRIVE. WE PURSUE 5 GOALS: CATALYZE INVESTMENT, EDUCATE, ADVOCATE, GENERATE RESOURCES AND TRUSTWORTHY STEWARDSHIP.1. "CATALYZE INVESTMENT" (SEE PART III FOR DESCRIPTION);2. "EDUCATE" (SEE PART III FOR DESCRIPTION);3. "ADVOCATE": (SEE PART III FOR DESCRIPTION);4. "GENERATE RESOURCES": ACQUIRE AND RETAIN THE NECESSARY FINANCIAL, HUMAN, SOCIAL, AND POLITICAL CAPITAL NECESSARY TO SUSTAIN OUR WORK AT ITS HIGHEST QUALITY; AND5. ENGAGE IN "TRUSTWORTHY STEWARDSHIP" OF THOSE RESOURCES. WASHINGTON AREA WOMEN'S FOUNDATION HELPS BUILD PATHWAYS OUT OF POVERTY FOR WOMEN AND THEIR FAMILIES. WE HELP TO CREATE ECONOMIC OPPORTUNITIES THAT HAVE POSITIVE RIPPLE EFFECTS ACROSS SOCIETY. 0 0 1460966 934736 CATALYZE INVESTMENT: INCREASE THE INVESTMENT IN AND EFFECTIVENESS OF ORGANIZATIONS DEDICATED TO INCREASING THE ECONOMIC SECURITY OF WOMEN AND GIRLS THROUGH GRANTMAKING, AND ENCOURAGE OTHERS TO INVEST WITH A GENDER LENS. GRANTMAKING FOCUSES ON KEY AREAS OF: ASSET BUILDING, JOBS, AND EARLY CARE AND EDUCATION. 393094 EDUCATE: GENERATE AND COMMUNICATE INFORMATION ABOUT THE NEEDS OF WOMEN AND GIRLS IN THE REGION AND THE STRATEGIES THAT ARE BEING EMPLOYED TO ADDRESS THOSE NEEDS. 147246 ADVOCATE: INFLUENCE PUBLIC POLICIES THAT ENABLE AND SUPPORT ECONOMIC SECURITY. 2001306 1 1 0 0 0 1 0 0 0 0 1 0 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 1 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 6 0 1 12 1 0 0 0 0 0 1 1 0 0 0 0 X 12 12 0 0 1 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MD VA X X VIRGINIE CAREY 2023477737 1331 H STREET NW NO 1000 WASHINGTON DC 20005 BETH JOHNSON SEE SCHEDULE L CHAIR 5.00 X X 0 0 0 DIARA M HOLMES SECRETARY 2.00 X X 0 0 0 ROSIE ALLEN-HERRING TREASURER 1.00 X X 0 0 0 VIKI BETANCOURT DIRECTOR 0.50 X X 0 0 0 YVETTE BUTLER DIRECTOR (FROM 10/15) 0.50 X 0 0 0 DONNA CALLEJON DIRECTOR 0.50 X 0 0 0 ROBERT GRIMM DIRECTOR 0.50 X 0 0 0 DEBBI JARVIS DIRECTOR 0.50 X 0 0 0 PINKIE MAYFIELD DIRECTOR 0.50 X 0 0 0 KATE RUMBAUGH DIRECTOR (FROM 07/15) 0.50 X 0 0 0 KAREN WARZASZEK DIRECTOR 2.00 X 0 0 0 ALEX ORFINGER DIRECTOR 0.25 X 0 0 0 JENNIFER LOCKWOOD-SHABAT PRESIDENT & CEO 47.00 X 189740 0 10745 NICOLE COZIER COO 42.00 X 111772 0 7463 301512 0 18208 2 0 1 0 0 2019 752840 2079964 229958 2834823 41621 41621 51663 53380 -1717 -1717 -1717 35155 752840 194677 -159522 -159522 2715205 0 0 -119618 934736 934736 212261 188912 10613 12736 643019 334510 197203 111306 26764 12831 9749 4184 38611 22382 11113 5116 67419 41117 17532 8770 22600 14398 5960 2242 228608 213924 6896 7788 43177 24354 9428 9395 97717 62552 14393 20772 175427 107113 48171 20143 6870 5164 1349 357 10642 9054 941 647 5769 3584 1489 696 BAD DEBT EXPENSE/RECOVE 157115 9412 147703 RESOURCES & MEMBERSHIP 13905 12474 713 718 IN-KIND GOODS 6497 3874 1613 1010 REGISTRATION FEES 1998 330 142 1526 1121 585 468 68 2694256 2001306 337773 355177 X 1718 1460 0 258 409536 493535 1174136 1330968 759629 291969 55947 61758 195721 172618 24785 23103 799139 972639 111927 119405 26217 28717 3361316 3322094 155255 105015 111675 112024 266930 217039 X 1657586 1524648 1436800 1580407 3094386 3105055 3361316 3322094 20949 -10280 0 X 0 1 X 1 0 X 2948597 2926592 2906037 2254392 2834823 13870441 2948597 2926592 2906037 2254392 2834823 13870441 5418495 8451946 570 417 4528 9172 41621 56308 27327 27327 13954076 0.60570 0.61610 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 2 157692 14710 148522 1 1 35564 26305 9259 80650 66806 13844 79507 79507 0 23103 DEFERRED RENT 112024 112024 X 3065114 -10280 165512 194677 349909 2715205 0 2715205 3054445 165512 194677 360189 2694256 0 2694256 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2016 AND 2015, THE FOUNDATION 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. PART XI, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. 194,677. PART XII, LINE 2D - OTHER ADJUSTMENTS: FUNDRAISING EVENT EXPENSES INCLUDED AS EXPENSE ON THE FINANCIAL STATEMENTS AND NETTED AGAINST REVENUE ON FORM 990, PART VIII, LINE 8B. 194,677. LEADERSHIP LUNCH 2015 787995 752840 35155 13033 8327 59050 114267 787995 752840 35155 13033 8327 59050 114267 194677 -159522 1 TO SUPPORT DOORWAYS' FINANCIAL INDEPENDENCE TRACK (FIT) GENERAL OPERATING SUPPORT GRANT TO SUPPORT WORKFORCE DEVELOPMENT SERVICES FOR LOW-INCOME WOMEN TO PARTICIPATE IN THE COLLABORATIVE TO SUPPORT THE OPPORTUNITY PLUS PROGRAM ADVOCACY FOR THE CHILD CARE SUBSIDY PROGRAM AT THE STATE AND LOCAL (MONTGOMERY, PG CO.) LEVELS TO SUPPORT THE STUDENT CAREER PREPARATION WORKSHOP TO SUPPORT MONTGOMERY MOVING FORWARD FOR WASHINGTON REGIONS PARTICIPATION IN IMPL. PHASE OF TRANSFORMING THE WORKFORCE FOR CHILDREN BIRTH TO 8: A UNIFYING FDTN TO SUPPORT THE COLLEGE PATHWAY INITIATIVE'S TWO-GENERATION WORK TRAINING FUTURES TO SUPPORT THE JOINING VOICES ADVOCACY PROJECT TO SUPPORT THE WOMENS ACADEMIC SUCCESS ADVISORY COMMITTEE TO SUPPORT THE QUALITY COLLABORATIVES PROFESSIONAL DEVELOPMENT PILOT TO SUPPORT THE CENTER FOR EMPLOYMENT TRAINING ACADEMY OF HOPE ADULT PUBLIC CHARTER SCHOOL 2315 18TH PLACE NE WASHINGTON DC 20018 521730021 501(C)(3) 40000 BASIC EDUCATION & WORKFORCE DEVELOPMENT SERVICES FOR WOMEN AMARA LEGAL CENTER PO BOX 4501 WASHINGTON DC 20017 463819394 501(C)(3) 20000 LEGAL SERVICES FOR WOMEN VICTIMS OF SEX TRAFFICKING/POLICY ADVOCACY/AWARENESS BRIGHT BEGINNINGS INC 128 M STREET NW WASHINGTON DC 20001 521697917 501(C)(3) 13600 WORKFORCE DEVELOPMENT FOR HOMELESS WOMEN TO HELP THEM FIND CAREER-PROGRESSIVE JOBS CAPITAL AREA ASSET BUILDERS 1100 H STREET NW SUITE 200 WASHINGTON DC 20005 522002672 501(C)(3) 50000 FINANCIAL ED. FOR WOMEN AT ACADEMY OF HOPE OR IMPACTED BY DOMESTIC VIOLENCE COMMUNITY TAX AID INC 1000 VERMONT AVE NW 920 WASHINGTON DC 20005 521557807 501(C)(3) 35000 HELP LOW-INCOME WOMEN REDUCE THEIR TAX LIABILITIES & AVOID PREDATORY PRODUCTS DC APPLESEED 1111 14TH STREET NW WASHINGTON DC 20005 521891162 501(C)(3) 60000 ADVOCATE HIGH-QUALITY CHILD CARE FOR LOW-INCOME FAMILIES DOORWAYS FOR WOMEN AND FAMILIES PO BOX 100185 ARLINGTON VA 22210 541087829 501(C)(3) 50000 TO SUPPORT DOORWAYS' FINANCIAL INDEPENDENCE TRACK (FIT) FAIR FUND INC (DBA FAIR GIRLS) 2100 M ST NW SUITE 170-254 WASHINGTON DC 20037 320041030 501(C)(3) 10000 GENERAL OPERATING SUPPORT GRANT GOODWILL OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVENUE NE WASHINGTON DC 20018 530196588 501(C)(3) 50000 TO SUPPORT WORKFORCE DEVELOPMENT SERVICES FOR LOW-INCOME WOMEN GREATER WASHINGTON WORKFORCE DEVELOPMENT COLLABORATIVE 1201 15TH STREET NW SUITE 420 WASHINGTON DC 20005 237343119 501(C)(3) 15000 TO PARTICIPATE IN THE COLLABORATIVE LIBERTY'S PROMISE 2900A JEFFERSON DAVIS HWY ALEXANDRIA VA 223053023 270058022 501(C)(3) 12000 TO SUPPORT THE OPPORTUNITY PLUS PROGRAM MARYLAND FAMILY NETWORK INC 1001 EASTERN AVENUE 2ND FLOOR BALTIMORE MD 21202 521486702 501(C)(3) 25000 ADVOCACY FOR THE CHILD CARE SUBSIDY PGM AT THE STATE AND LOCAL LEVELS MONTGOMERY COLLEGE FOUNDATION 40 WEST GUDE DRIVE SUITE 200 ROCKVILLE MD 20850 521267008 501(C)(3) 20000 TO SUPPORT THE STUDENT CAREER PREPARATION WORKSHOP MONTGOMERY MOVING FORWARD C/0 WRAG - 1400 16TH STREET NW WASHINGTON DC 20036 521756853 501(C)(3) 20000 TO SUPPORT MONTGOMERY MOVING FORWARD NATIONAL ACADEMY OF MEDICINE 500 5TH STREET NW WASHINGTON DC 20001 530196932 501(C)(3) 40000 IMPLEMENTATION PHASE - TRANSFORMING WORKFORCE FOR CHILDREN BIRTH TO 8: A UNIFYING FDTN NORTHERN VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC 4001 WAKEFIELD CHAPEL ROAD ANNANDALE VA 220032610 510249730 501(C)(3) 25000 TO SUPPORT THE COLLEGE PATHWAY INITIATIVE'S TWO-GENERATION WORK NORTHERN VIRGINIA FAMILY SERVICE 10455 WHITE GRANITE DRIVE SUITE 100 100 OAKTON VA 22124 540791977 501(C)(3) 50000 TRAINING FUTURES PRINCE GEORGE'S CHILD RESOURCE CENTER 9475 LOTTSFORD ROAD SUITE 202 LARGO MD 20744 521772595 501(C)(3) 50000 TO SUPPORT THE JOINING VOICES ADVOCACY PROJECT PRINCE GEORGE'S COMMUNITY COLLEGE FOUNDATION 301 LARGO ROAD LARGO MD 20774 521429938 501(C)(3) 40000 TO SUPPORT THE WOMEN'S ACADEMIC SUCCESS ADVISORY COMMITTEE QUALITY COLLABORATIVE C/O ACT FOR ALEXANDRIA 1421 PRINCE STREET ALEXANDRIA VA 22314 264322369 501(C)(3) 25000 TO SUPPORT THE QUALITY COLLABORATIVE'S PROFESSIONAL DEVELOPMENT PILOT SOME (SO OTHERS MIGHT EAT) 71 O STREET NW WASHINGTON DC 20001 237098123 501(C)(3) 50000 TO SUPPORT THE CENTER FOR EMPLOYMENT TRAINING THE GRASSROOT PROJECT 528 F STREET TERRACE SE WASHINGTON DC 20003 520909351 501(C)(3) 15000 TRAIN FEMALE COLLEGE ATHLETES TO PROVIDE SEXUAL HEALTH ED. TO 100 MIDDLE SCHOOL GIRLS IN DC THE LITERACY LAB PO BOX 3462 WASHINGTON DC 20010 271777117 501(C)(3) 30000 TO SUPPORT THE METRO DC READING CORPS PRE-K PROGRAM THE TRAINING SOURCE INC 59 YOST PLACE SEAT PLEASANT MD 20743 521843341 501(C)(3) 30000 TO SUPPORT JOB TRAINING AND SUPPORTIVE SERVICES FOR WOMEN VOICES FOR VIRGINIA'S CHILDREN 701 FRANKLIN STREET SUITE 807 RICHMOND VA 23219 541726265 501(C)(3) 50000 PROMOTE PUBLIC POLICIES & INVESTMENTS SO THAT ALL CHILDREN ARE READY FOR KINDERGARTEN WENDT CENTER FOR LOSS AND HEALING 4201 CONNECTICUT AVENUE NW - SUITE 300 WASHINGTON DC 20008 521095105 501(C)(3) 18000 PROVIDE THERAPEUTIC SERVICES TO AT-RISK GIRLS WHO HAVE EXPERIENCED THE CONSEQUENCES OF TRAUMA YEAR UP 1901 S BELL STREET SUITE 100 ARLINGTON VA 22202 043534407 501(C)(3) 35000 TO SUPPORT EDUCATION AND TRAINING OF YOUNG LOW-INCOME WOMEN YWCA OF THE NATIONAL CAPITAL AREA 2303 14TH STREET NW SUITE 100 WASHINGTON DC 20009 520893511 501(C)(3) 30000 TO SUPPORT THE EMPOWERGENERATIONS PROGRAM (PARTNERSHIP W/ COLLEGE SUCCESS FDTN-DC) 28 0 PART I, LINE 2: PRIOR TO THE RECEIPT OF GRANT FUNDS, ORGANIZATIONS ARE REQUIRED TO SIGN A GRANT AGREEMENT THAT STIPULATES THE SPECIFIC USE OF FUNDS BEING GRANTED, THE TIME PERIOD DURING WHICH THE FUNDS MUST BE EXPENDED, AND THE REPORTING PERIOD. ALL ORGANIZATIONS ARE REQUIRED TO SUBMIT AN INTERIM REPORT SIX MONTHS INTO THE GRANT AND A FINAL REPORT AT THE COMPLETION OF THE GRANT. AS PART OF THE REPORTING, ORGANIZATIONS ARE REQUIRED TO DETAIL BUDGET EXPENDITURES FOR THE GRANT. DOCUMENTATION REQUIRED PRIOR TO GRANT APPROVAL INCLUDES THE CURRENT YEAR BUDGET, THE MOST RECENT AUDITED FINANCIAL STATEMENTS, LIST OF BOARD AND STAFF, AND VERIFICATION OF NONPROFIT AND 501(C)(3) STATUS. X X X 0 0 0 0 0 0 0 0 0 JENNIFER LOCKWOOD-SHABAT PRESIDENT & CEO 189740 0 0 0 0 0 9487 0 1258 0 200485 0 0 0 X 10 206407 FMV X 2 4308 FMV X PURSES 1 13033 FMV X COMPUTER & PHONE SUPPLIES 1 6210 FMV 0 0 0 0 PART I, COLUMN (B): THE AMOUNTS LISTED IN COLUMN (B) ARE THE NUMBER OF CONTRIBUTIONS RECEIVED. FORM 990, PART VI, SECTION A, LINE 4 THE FOLLOWING AMENDMENT OF THE ARTICLES OF INCORPORATION WAS ADOPTED BY THE CORPORATION IN THE MANNER PRESCRIBED BY THE DISTRICT OF COLUMBIA NON-PROFIT CORPORATION ACT: THE THIRD ARTICLE, FIRST PARAGRAPH, WAS AMENDED TO READ: THE CORPORATION IS FORMED TO SERVE WOMEN AND CHILDREN IN THE WASHINGTON D.C. METROPOLITAN AREA BY MOBILIZING AND INCREASING WOMEN'S PHILANTHROPY, OPERATING EXCLUSIVELY FOR SUCH CHARITABLE PURPOSES AS WILL QUALIFY UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986 AS AMENDED (THE "CODE"), AS WELL AS FOR THE PURPOSE OF MAKING DISTRIBUTIONS TO ORGANIZATIONS THROUGHOUT THE UNITED STATES THAT QUALIFY AS TAX-EXEMPT ORGANIZATIONS UNDER THE CODE INCLUDING ACTING AS A "SPONSORING ORGANIZATION" FOR "DONOR ADVISED FUNDS" AS DEFINED UNDER SECTION 4966(D) OF THE CODE. FORM 990, PART VI, SECTION B, LINE 11 THE DRAFT 990 WAS PREPARED BY THE SAME FIRM THAT AUDITED THE FINANCIAL STATEMENTS. THE DRAFT WAS REVIEWED BY THE PRESIDENT AND THE FINANCE COMMITTEE. THE FINAL 990 WAS DISTRIBUTED ELECTRONICALLY TO ALL BOARD MEMBERS FOR REVIEW PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C ALL BOARD MEMBERS AND KEY EMPLOYEES ARE REQUIRED TO COMPLETE A CONFLICT OF INTEREST FORM, WHICH ASKS THEM TO LIST ANY KNOWN OR POTENTIAL CONFLICTS AND ALSO ASKS THEM TO ATTEST THAT THEY WILL ALERT THE BOARD OR COMMITTEE OF ANY UNANTICIPATED CONFLICTS THAT ARISE DURING THE COURSE OF THEIR WORK WITH WAWF. WHEN A CONFLICT ARISES, THE CONFLICTED MEMBER RECUSES HIM/HERSELF FROM ANY DISCUSSIONS AND DECISION-MAKING INVOLVING THE CONFLICT. THE ORGANIZATION HAS A SIMILAR POLICY FOR EMPLOYEES OF THE ORGANIZATION. FORM 990, PART VI, SECTION B, LINE 15A THE PRESIDENT'S SALARY WAS SET IN CONSULTATION WITH A REPUTABLE STRATEGIC HUMAN RESOURCES CONSULTING FIRM THAT PROVIDED BENCHMARKING FIGURES BY CONDUCTING A FORMAL REVIEW OF COMPARABLE SALARIES THROUGH CONSULTATION WITH PEER ORGANIZATIONS AND A NATIONAL DATABASE. THE CONSULTING FIRM PRESENTED ITS DATA TO THE BOARD. THE EXECUTIVE COMMITTEE REFERRED TO THIS DATA PRIOR TO FINALIZING THE PRESIDENT'S CONTRACT IN JULY 2016. COMPENSATION ADJUSTMENTS HAVE BEEN, AND WILL CONTINUE TO BE, EVALUATED ANNUALLY AT THE CLOSE OF EACH FISCAL YEAR BASED ON PERFORMANCE AND ON THE FINANCIAL POSITION OF THE ORGANIZATION. THE CONTRACT AND SALARY HISTORY ARE DOCUMENTED AND MAINTAINED IN THE PRESIDENT'S H.R. FILE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART IX, LINE 24A: IN OCTOBER 2016, THE WOMEN'S FOUNDATION WROTE OFF THE $150,000 OUTSTANDING PORTION OF A $500,000 PLEDGE AFTER BEING INFORMED THAT THE DONOR COULD NOT FULFILL THEIR PLEDGE DUE TO A CHANGE IN LIFE CIRCUMSTANCES.