2016-05-10T07:45:33-05:00 2015-06-30 521392008 GELMAN ROSENBERG & FREEDMAN 4550 MONTGOMERY AVE SUITE 650N BETHESDA MD 208142930 990 2014-07-01 522028612 WASHINGTON AREA WOMEN'S FOUNDATION WASH 2023477737 1331 H STREET NW NO 1000 WASHINGTON DC 20005 NICOLA GOREN PRESIDENT AND CEO 2023477737 2016-05-10 1 3019519090 2014 2016-08-17 19:52:53Z JENNIFER LOCKWOOD-SHABAT 1331 H STREET NW NO 1000 WASHINGTON DC 20005 2397329 0 X WWW.THEWOMENSFOUNDATION.ORG X 1997 DC SEE PART III, LINE 1. 15 15 14 45 0 0 2906037 2254392 0 0 4589 9078 -121361 -89432 2789265 2174038 1100550 697050 0 0 1078375 935856 0 0 211798 550363 668738 2729288 2301644 59977 -127606 3415615 3361316 191822 266930 3223793 3094386 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": INFLUENCE PUBLIC POLICIES THAT ENABLE AND SUPPORT ECONOMIC SECURITY;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 1182273 697050 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. 548808 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. 5626 ADVOCATE: INFLUENCE PUBLIC POLICIES THAT ENABLE AND SUPPORT ECONOMIC SECURITY. 1736707 1 1 0 0 0 0 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 1 0 0 1 0 0 0 0 0 0 0 0 1 10 0 1 14 1 0 0 0 0 0 1 1 0 0 0 0 X 15 15 0 0 0 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 CAROLYN BERKOWITZ CHAIR 5.00 X X 0 0 0 AUDREY BRACEY DEEGAN SECRETARY (UNTIL 10/14) 1.00 X X 0 0 0 ROSIE ALLEN-HERRING DIRECTOR/TREASURER 1.00 X X 0 0 0 DIARA HOLMES DIRECTOR/SECRETARY (FROM 10/14) 1.00 X X 0 0 0 ROBERT GRIMM DIRECTOR 1.00 X 0 0 0 VIKI BETANCOURT DIRECTOR 0.50 X 0 0 0 DONNA CALLEJON DIRECTOR 0.50 X 0 0 0 JENNIFER CORTNER DIRECTOR 0.50 X 0 0 0 SAMIA FAROUKI DIRECTOR 0.30 X 0 0 0 DEBBI JARVIS DIRECTOR 0.50 X 0 0 0 JULIE JENSEN DIRECTOR (UNTIL 12/14) 0.50 X 0 0 0 BETH JOHNSON DIRECTOR 0.50 X 0 0 0 RACHEL KRONOWITZ DIRECTOR 0.50 X 0 0 0 ALEX ORFINGER DIRECTOR 0.50 X 0 0 0 JULIE ROGERS DIRECTOR (UNTIL 11/14) 0.50 X 0 0 0 SONAL SHAH DIRECTOR 0.50 X 0 0 0 KAREN WAWRZASZEK DIRECTOR 0.50 X 0 0 0 PINKIE MAYFIELD DIRECTOR (FROM 03/15) 0.50 X 0 0 0 JENNIFER LOCKWOOD-SHABAT PRESIDENT & CEO 47.00 X 174776 0 9757 NICOLE COZIER COO 42.00 X 112381 0 7464 287157 0 17221 2 0 1 0 0 17608 732984 1503800 124346 2254392 9172 9172 84980 85074 -94 -94 -94 48785 732984 138217 -89432 -89432 2174038 0 0 -80354 X 697050 697050 205772 131695 30865 43212 593591 371482 177928 44181 26028 16289 7788 1951 46631 29297 12160 5174 63834 41239 16678 5917 19975 14695 1880 3400 304532 224033 28658 51841 35449 20814 5661 8974 56269 34335 13666 8268 173677 107246 47976 18455 5767 4733 982 52 4758 3882 859 17 5207 3291 1372 544 BAD DEBT EXPENSE/RECOVE 47862 27738 3949 16175 RESOURCES & MEMBERSHIP 14298 8746 2114 3438 REGISTRATION FEES 541 -37 400 178 COMMUNITY OUTREACH 403 179 203 21 2301644 1736707 353139 211798 X 1583 1346 0 237 2311441 409536 458482 1174136 465119 759629 35621 55947 191634 166849 21192 24785 799139 107551 111927 16209 26217 3415615 3361316 88361 155255 103461 111675 191822 266930 X 1645500 1657586 1578293 1436800 3223793 3094386 3415615 3361316 -127606 -1801 0 X 0 1 X 1 0 X 2462610 2948597 2926592 2906037 2254392 13498228 2462610 2948597 2926592 2906037 2254392 13498228 5155487 8342741 1738 570 417 4528 9172 16425 300 27327 27627 13542280 0.61610 0.63270 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 35564 24622 10942 76563 62720 13843 79507 79507 0 24785 DEFERRED RENT 111675 111675 X 2659698 -1801 349245 138217 485661 2174037 1 1 2174038 2789105 349244 138217 487461 2301644 0 2301644 PART X, LINE 2: FOR THE YEARS ENDED JUNE 30, 2015 AND 2014, 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. THE FEDERAL FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE, GENERALLY FOR THREE YEARS AFTER IT IS FILED. 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. 138,217. PART XI, LINE 4B - OTHER ADJUSTMENTS: ROUNDING 1. 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. 138,217. LEADERSHIP LUNCHEON 781769 732984 48785 12660 10021 46750 68786 781769 732984 48785 12660 10021 46750 68786 138217 -89432 1 ACADEMY OF HOPE ADULT PUBLIC CHARTER SCHOOL 601 EDGEWOOD STREET NE SUITE 25 WASHINGTON DC 20017 521730021 501(C)(3) 30000 TO SUPPORT ADULT BASIC EDUCATION FOR WOMEN APPLETREE INSTITUTE FOR EDUCATION INNOVATION 415 MICHIGAN AVENUE NE WASHINGTON DC 20017 043331760 501(C)(3) 25000 TO SUPPORT COMMUNICATIONS AND ADVOCACY CAPITAL AREA ASSET BUILDERS (CAAB) 1444 I STREET NW SUITE 201 WASHINGTON DC 20005 522002672 501(C)(3) 15000 TO SUPPORT FINANCIAL EDUCATION AND COACHING FOR WOMEN AT ACADEMY OF HOPE CASA PRINCE GEORGES COUNTY 6525 BELCREST ROAD SUITE G HYATTSVILLE MD 20782 521772617 501(C)(3) 15000 FOR TRANSITIONING YOUTH SERVICES FOR YOUNG WOMEN TO PREPARE THEM FOR ADULTHOOD. CENTRONIA 1420 COLUMBIA ROAD NW WASHINGTON DC 20009 251689720 501(C)(3) 50000 TO SUPPORT THE CENTRONIA INSTITUTE. COMMUNITY TAX AID INC 218 D STREET SE 1ST FLOOR WASHINGTON DC 20003 521557807 501(C)(3) 35000 TO PROVIDE HIGH-QUALITY LOW-COST TAX PREPARATION FOR LOW-INCOME WOMEN. DC APPLESEED 1111 14TH STREET NW WASHINGTON DC 20005 521891162 501(C)(3) 90000 PARTNER WITH DC FISCAL POLICY INST. TO DESIGN & PRODUCE A STUDY OF DC'S CHILDCARE COSTS. DOORWAYS FOR WOMEN AND FAMILIES PO BOX 100185 ARLINGTON VA 22210 541087829 501(C)(3) 45000 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) 15000 PROVIDE A LEADERSHIP DEVELOPMENT PROGRAM FOR GIRLS WHO ARE SURVIVORS OF SEX TRAFFICKING. GIRLS ON THE RUN OF NORTHERN VIRGINIA 10560 MAIN STREET 514 FAIRFAX VA 22030 542026885 501(C)(3) 14050 PROVIDE SCHOLARSHIPS FOR 100 AT-RISK GIRLS TO PARTICIPATE IN GIRLS ON THE RUN PROGRAM. GOODWILL OF GREATER WASHINGTON 2200 SOUTH DAKOTA AVE NE WASHINGTON DC 20018 530196588 501(C)(3) 25000 TO SUPPORT WORKFORCE DEVELOPMENT SERVICES FOR LOW-INCOME WOMEN GREATER WASHINGTON WORKFORCE DEVELOPMENT COLLABORATIVE 1201 15TH STREET NW WASHINGTON DC 20005 237343119 501(C)(3) 15000 TO PARTICIPATE IN THE COLLABORATIVE THE LITERACY LAB 623 FLORIDA AVE NW WASHINGTON DC 20001 271777117 501(C)(3) 30000 TO SUPPORT THE METRO DC READING CORPS PRE-K PROGRAM MONTGOMERY COLLEGE FOUNDATION 40 WEST GUDE DRIVE SUITE 200 ROCKVILLE MD 20850 521267008 501(C)(3) 5000 TO SUPPORT THE STUDENT CAREER PREPARATION WORKSHOP NATIONAL BLACK CHILD DEVELOPMENT INSTITUTE 1313 L STREET NW SUITE 110 WASHINGTON DC 20005 520908178 501(C)(3) 40000 TO SUPPORT THE T.E.A.C.H. EARLY CHILDHOOD DC PROGRAM NORTHERN VIRGINIA COMMUNITY COLLEGE EDUCATIONAL FOUNDATION INC 7630 LITTLE RIVER TURNPIKE SUITE 817 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 OAKTON VA 22124 540791977 501(C)(3) 25000 TO SUPPORT TRAINING FUTURES PRINCE GEORGE'S CHILD RESOURCE CENTER 9475 LOTTSFORD ROAD SUITE 202 LARGO MD 20744 521772595 501(C)(3) 40000 TO SUPPORT THE JOINING VOICES ADVOCACY PROJECT SOME (SO OTHERS MIGHT EAT) 71 O STREET NW WASHINGTON DC 20001 237098123 501(C)(3) 25000 TO SUPPORT THE CENTER FOR EMPLOYMENT TRAINING THE TRAINING SOURCE INC 59 YOST PLACE SEAT SEAT PLEASANT MD 20743 521843341 501(C)(3) 20000 CAPACITY BUILDING THRU SUPPORT OF KEY STAFF POSITIONS, TRANSITIONAL HOUSING CORPORATION 5101 16TH STREET NW WASHINGTON DC 20011 521675958 501(C)(3) 15000 CREATE A PROGRAM FOR YOUNG MOTHERS & GIRLS TO PROVIDE SKILLS TO AVOID HOMELESSNESS. VOICES FOR VIRGINIA'S CHILDREN 701 EAST FRANKLIN STREET SUITE 807 RICHMOND VA 23219 541726265 501(C)(3) 50000 TO PROMOTE POLICIES THAT ENSURE ALL CHILDREN IN NO. VA. ARE KINDERGARTEN-READY. YEAR UP 1901 S BELL STREET SUITE 100 ARLINGTON VA 22202 043534407 501(C)(3) 15000 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) 25000 TO PILOT PROGRAM FOR MIDDLE-SCHOOL GIRLS AND THEIR FEMALE CAREGIVERS. 24 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 1 0 JENNIFER LOCKWOOD-SHABAT PRESIDENT & CEO 174776 0 0 0 0 0 8739 0 1018 0 184533 0 0 0 PART I, LINE 7 NICOLE COZIER WAS COMPENSTAED A BONUS OF $7,074. RP3 AGENCY BETH JOHNSON CEO OF RP3 AGENCY AND BOARD MEMBER OF WAWF 50000 WAWF ENGAGED RP3 AGENCY AND PAID $50,000 IN COMPENSATION FOR WEBSITE REDESIGN CONSULTING SERVICES AROUND THE REDESIGN OF OUR WEBSITE AFTER COMPLETION OF AN OPEN COMPETITIVE RFP PROCESS. RP3 ALSO DONATED $186,342 OF PRO-BONO SERVICES TO WAWF. 0 X 426 FMV X 11 103195 FMV X 1 4000 FMV X PURSES 1 12660 FMV X RESORT STAY 1 2718 FMV X GIFT CARDS 1 1200 FMV X TENNIS TOURNAMENT TICKETS 1 102 FMV X TENNIS CLASSES 1 45 FMV 0 0 0 PART I, COLUMN (B): THE AMOUNTS LISTED IN COLUMN (B) ARE THE NUMBER OF CONTRIBUTIONS RECEIVED. 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 MAY 2014. 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 11G COMMUNICATION/MEDIA: PROGRAM SERVICE EXPENSES 93,538. MANAGEMENT AND GENERAL EXPENSES 11,965. FUNDRAISING EXPENSES 21,644. TOTAL EXPENSES 127,147. TECHNICAL ASSISTANCE: PROGRAM SERVICE EXPENSES 20,369. MANAGEMENT AND GENERAL EXPENSES 2,606. FUNDRAISING EXPENSES 4,713. TOTAL EXPENSES 27,688. EVENTS: PROGRAM SERVICE EXPENSES 34,032. MANAGEMENT AND GENERAL EXPENSES 4,353. FUNDRAISING EXPENSES 7,875. TOTAL EXPENSES 46,260. OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 76,094. MANAGEMENT AND GENERAL EXPENSES 9,734. FUNDRAISING EXPENSES 17,609. TOTAL EXPENSES 103,437.