BOREALIS PHILANTHROPY: Form 990, tax year 2015
View the entire original 990 at ProPublica ↗
- Organization
- BOREALIS PHILANTHROPY (EIN 46-4598642)
- Tax period
- 2015-01-01 to 2015-12-31
- Filed
- 2016-08-09
- IRS object ID
- 201622229349300127
- Schema version
- 2015v2.1
- 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2016-08-09T08:55:23-05:00 | ReturnTs |
| Tax Period End | 2015-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2015-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 464598642 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BOREALIS PHILANTHROPY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | BORE | BusinessNameControlTxt |
| Phone | 6128725230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 NORTH THIRD STREET NO 402 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARGARITA RUBALCAVA SHULMAN | PersonNm |
| Person Title | PRESIDENT | PersonTitleTxt |
| Phone | 6128725230 | PhoneNum |
| Signature | 2016-08-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | AMY HENDLEY | PreparerPersonNm |
| PTIN | P01300654 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2015 | TaxYr |
| Build TS | 2016-12-15 16:53:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
| Principal Officer | MARGARITA RUBALCAVA SHULM | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 NORTH THIRD STREET NO 402 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,400,500 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | BOREALISPHILANTHROPY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2014 | FormationYr |
| Legal Domicile State | MN | LegalDomicileStateCd |
| Activity Or Mission | TO PARTNER WITH FUNDERS TO ACHIEVE THE MOST EFECTIVE AND EFFICIENT STRATEGIES FOR GRANT MAKING. | ActivityOrMissionDesc |
| Voting Members Governing Body | 7 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 7 | VotingMembersIndependentCnt |
| Total Employee | 3 | TotalEmployeeCnt |
| Total Volunteers | 7 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $125,541 | PYContributionsGrantsAmt |
| CY Contributions Grants | $4,366,953 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,000 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $30,978 | CYProgramServiceRevenueAmt |
| PY Investment Income | $0 | PYInvestmentIncomeAmt |
| CY Investment Income | $246 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $2,323 | CYOtherRevenueAmt |
| PY Total Revenue | $127,541 | PYTotalRevenueAmt |
| CY Total Revenue | $4,400,500 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $1,094,912 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $9,094 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $193,012 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $9,395 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $8,771 | PYOtherExpensesAmt |
| CY Other Expenses | $95,536 | CYOtherExpensesAmt |
| PY Total Expenses | $27,260 | PYTotalExpensesAmt |
| CY Total Expenses | $1,383,460 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $100,281 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $3,017,040 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $101,114 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,359,613 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $833 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $242,292 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $100,281 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,117,321 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO PARTNER WITH FUNDERS TO ACHIEVE THE MOST EFFECTIVE AND EFFICIENT STRATEGIES FOR GRANT MAKING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $1,047,162 | ExpenseAmt |
| Grant | $904,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | TRANSFORMING MOVEMENTS FUND SUPPORTS ORGANIZATIONS AND VISIONARY, YOUNG LGBTQ LEADERS AT THE FOREFRONT OF MOVEMENTS FOR POLICE REFORM, IMMIGRANT RIGHTS, AND REPRODUCTIVE JUSTICE. WE SEEK TO SUPPORT THE LEADERSHIP AND VISIBILITY OF LGBTQ YOUNG PEOPLE WORKING AT THE INTERSECTIONS OF SOCIAL ISSUES SO AS TO BUILD MORE POWERFUL NETWORKS FOR SOCIAL CHANGE. LAUNCHED IN 2015, THE TRANSFORMING MOVEMENTS FUND HAS SELECTED ITS FIRST COHORT OF GRANTEES, WHO ARE RECEIVING DIRECT GRANTS, COACHING AND ORGANIZATIONAL DEVELOPMENT SUPPORT. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $179,342 | ExpenseAmt |
| Grant | $150,000 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | IMMIGRATION LEGAL STRATEGIES SUPPORT FUND WAS ESTABLISHED IN 2015 IN RECOGNITION THAT POLICIES AFFECTING IMMIGRANTS WERE INCREASINGLY BEING DECIDED THROUGH LITIGATION. WHILE SUPPORTING LITIGATION EFFORTS AND STRATEGY, THE FUND IS ALSO COGNIZANT OF THE NEED TO DEVELOP VALUES-DRIVEN COMMUNICATIONS STRATEGY AND A FIELD STRATEGY TO COMPLEMENT LITIGATION EFFORTS. INITIAL GRANT(S) HAVE BEEN IN SUPPORT OF LITIGATION, COMMUNICATIONS AND FIELD EFFORTS IN RELATION TO U.S. VS. TEXAS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $20,833 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $0 | RevenueAmt |
| Desc | BLACK-LED MOVEMENT FUND COORDINATES PHILANTHROPIC AND FIELD BUILDING EFFORTS FOCUSING ON THE RESOURCES NEEDED TO TRANSLATE THE RAPIDLY GROWING MOVEMENT FOR BLACK LIVES INTO LASTING SYSTEMIC CHANGE. THE FUND SUPPORTS CORE INFRASTRUCTURE AND LEADERSHIP TO STABILIZE AND ADVANCE THE DYNAMISM AND INNOVATION OF THE MOVEMENT. LAUNCHED IN THE FALL 2015, THE BLACK-LED MOVEMENT FUND WILL DISTRIBUTE FIRST ROUND OF DIRECT GRANTS, COACHING AND ORGANIZATIONAL DEVELOPMENT SUPPORT IN EARLY 2016. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $126,625 | ExpenseAmt |
| Grant | $40,912 | GrantAmt |
| Revenue | $30,978 | RevenueAmt |
| Desc | OTHER PROGRAMS | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $126,625 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Grant | $40,912 | TotalOtherProgSrvcGrantAmt |
| Total Other Prog Srvc Revenue | $30,978 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $1,373,962 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | 0 | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 5 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 3 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 7 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 7 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ED KEGLE | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6128725230 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 126 NORTH THIRD STREET NO 402 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55401 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| JOHN KOSTISHACK | ||||||
| BOARD CHAIR | 2.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| KATE BARR | ||||||
| TREASURER | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| TONY TAPIA | ||||||
| SECRETARY | 1.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| ELSA HOLGUIN | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| ALICE Y HOM | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| VALERIE S LIES | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| KAYVA YANG | ||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | |
| MARGARITA RUBALCAVA | ||||||
| PRESIDENT | 40.00 | Yes (X) | $107,696 | $0 | $5,371 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $107,696 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $5,371 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $4,366,953 | AllOtherContributionsAmt |
| Total Contributions | $4,366,953 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PROGRAM SERVICE REVENU | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $30,978 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,978 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $30,978 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $246 | TotalRevenueColumnAmt |
| Exclusion | $246 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,323 | TotalRevenueColumnAmt |
| Exclusion | $2,323 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $2,323 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,400,500 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $30,978 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $2,569 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,094,912 | TotalAmt |
| Program Services | $1,094,912 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $113,067 | TotalAmt |
| Program Services | $113,067 | ProgramServicesAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $62,750 | TotalAmt |
| Program Services | $62,052 | ProgramServicesAmt |
| Management And General | $698 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,372 | TotalAmt |
| Program Services | $4,274 | ProgramServicesAmt |
| Management And General | $98 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,823 | TotalAmt |
| Program Services | $12,771 | ProgramServicesAmt |
| Management And General | $52 | ManagementAndGeneralAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,120 | TotalAmt |
| Program Services | $33,835 | ProgramServicesAmt |
| Management And General | $285 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,946 | TotalAmt |
| Program Services | $675 | ProgramServicesAmt |
| Management And General | $10,271 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $963 | TotalAmt |
| Program Services | $836 | ProgramServicesAmt |
| Management And General | $127 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,860 | TotalAmt |
| Program Services | $5,860 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,619 | TotalAmt |
| Program Services | $6,619 | ProgramServicesAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,631 | TotalAmt |
| Program Services | $18,366 | ProgramServicesAmt |
| Management And General | $265 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,080 | TotalAmt |
| Program Services | $1,605 | ProgramServicesAmt |
| Management And General | $475 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $312 | TotalAmt |
| Management And General | $312 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $741 | TotalAmt |
| Management And General | $741 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| VIDEO PRODUCTION | $10,000 | $10,000 | |
| DUES AND MEMBERSHIPS | $2,813 | $2,813 | |
| BANK FEES | $1,272 | $655 | $617 |
| MISCELLANEOUS EXPENSES | $1,179 | $5,622 | -$4,443 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,383,460 | TotalAmt |
| Program Services | $1,373,962 | ProgramServicesAmt |
| Management And General | $9,498 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $90,114 | BOYAmt |
| EOY | $420,317 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $2,382,984 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,000 | BOYAmt |
| EOY | $550,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $63 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $3,461 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,250 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $312 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $1,938 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $850 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,114 | BOYAmt |
| EOY | $3,359,613 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $833 | BOYAmt |
| EOY | $8,292 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $219,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $15,000 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $833 | BOYAmt |
| EOY | $242,292 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,674 | BOYAmt |
| EOY | $977 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,607 | BOYAmt |
| EOY | $3,116,344 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,281 | BOYAmt |
| EOY | $3,117,321 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,114 | BOYAmt |
| EOY | $3,359,613 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $3,017,040 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $125,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,366,953 | CurrentTaxYearAmt |
| Total | $4,492,494 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $125,541 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,366,953 | CurrentTaxYearAmt |
| Total | $4,492,494 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $4,177,071 | SubstantialContributorsTotAmt |
| Public Support Total170 | $315,423 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $246 | CurrentTaxYearAmt |
| Total | $246 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $2,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,323 | CurrentTaxYearAmt |
| Total | $4,323 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $4,497,063 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $30,978 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER INCOME | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,250 | OtherCostOrOtherBasisAmt |
| Depreciation | $312 | DepreciationAmt |
| Book Value | $1,938 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,938 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $4,400,500 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,400,500 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $4,400,500 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $1,383,460 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $1,383,460 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $1,383,460 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE ORGANIZATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE AND APPLICABLE STATE LAW. THE ORGANIZATION FILES FORMS 990 IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF MINNESOTA. THE ORGANIZATION FOLLOWS THE INCOME TAX STANDARD FOR UNCERTAIN TAX POSITIONS. NO LIABILITY WAS RECOGNIZED BY THE ORGANIZATION AS A RESULT OF THE IMPLEMENTATION OF THIS STANDARD. THE ORGANIZATION FILES AS A TAX-EXEMPT ORGANIZATION. SHOULD THAT STATUS BE CHALLENGED IN THE FUTURE, ALL YEARS SINCE INCEPTION COULD BE SUBJECT TO REVIEW BY THE INTERNAL REVENUE SERVICE (IRS). | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (10 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Valuation Method UsedValuationMethodUsedDesc | Non Cash AssistanceNonCashAssistanceDesc | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|---|
| MOVEMENT STRATEGY CENTER | |||||||||
| 436 14TH STREET 5TH FLOOR | OAKLAND | CA | 94612 | 201037643 | 501(C)(3) | $107,000 | N/A | N/A | TO SUPPORT THE WORK OF BLACKBIRD. |
| FREEDOM INC | |||||||||
| 601 BAYVIEW | MADISON | WI | 53715 | 432023570 | 501(C)(3) | $77,000 | N/A | N/A | TO SUPPORT THE WORK OF FREEDOM INC. |
| KHMER GIRLS IN ACTION | |||||||||
| 1355 REDONDO AVENUE SUITE 9 | LONG BEACH | CA | 90804 | 273087079 | 501(C)(3) | $114,000 | N/A | N/A | TO SUPPORT THE WORK OF KHMER GIRLS IN ACTION |
| MEXICAN AMERICAN LEGAL DEFENSE AND EDUCATION FUND | |||||||||
| 634 SOUTH SPRING STREET | LOS ANGELES | CA | 90014 | 741563270 | 501(C)(3) | $107,000 | N/A | N/A | TO SUPPORT THE WORK OF CIYJA. |
| PROVIDENCE YOUTH STUDENT MOVEMENT | |||||||||
| 669 ELMWOOD AVENUE | PROVIDENCE | RI | 02907 | 651224536 | 501(C)(3) | $84,000 | N/A | N/A | TO SUPPPORT THE WORK OF PRYSM |
| VAYLA NEW ORLEANS | |||||||||
| 13235 CHEF MENTOR HIGHWAY SUITE A | NEW ORLEANS | LA | 70129 | 331143213 | 501(C)(3) | $107,000 | N/A | N/A | TO SUPPORT THE WORK OF VAYLA NEW ORLEANS. |
| NATIONAL IMMIGRATION LAW CENTER | |||||||||
| PO BOX 70067 | LOS ANGELES | CA | 90070 | 954539765 | 501(C)(3) | $150,000 | N/A | N/A | TO SUPPORT LITIGATION STRATEGY RELATED TO TEXAS VS. US. |
| YOUNG WOMEN UNITED | |||||||||
| 309 GOLD AVENUE SW | ALBUQUERQUE | NM | 87102 | 850481224 | 501(C)(3) | $114,000 | N/A | N/A | TO SUPPORT THE WORK OF YOUNG WOMEN UNITED. |
| PUENTE ARIZONA | |||||||||
| PO BOX 21837 | PHOENIX | AZ | 85036 | 453697690 | 501(C)(3) | $87,000 | N/A | N/A | TO SUPPORT THE WORK OF MIJENTE/ NOT 1 MORE DEPORTATION CAMPAIGN. |
| NATIONAL KOREAN AMERICAN SERVICE & EDUCATION CONSORTIUM | |||||||||
| 3660 WILSHIRE BOULEVARD SUITE 408 | LOS ANGELES | CA | 90010 | 113303986 | 501(C)(3) | $107,000 | N/A | N/A | TO SUPPORT THE WORK OF BLACK YOUTH PROJECT 100. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 10 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | WE ASSIST GRANTMAKERS AT ALL STAGES - FROM CONCEPTUALIZING A GRANTMAKING PROGRAM, IDENTIFYING GRANTEES, AND MAKING GRANTS, TO PROVIDING ONGOING SUPPORT FOR GRANTEES AND DOCUMENTATION ON PROGRESS. WE TAKE RESPONSIBILITY FOR THE FUNDS THAT HAVE BEEN ENTRUSTED TO US AND HAVE STRONG SYSTEMS IN PLACE - IN GOVERNANCE, ACCOUNTING AND LEGAL REVIEW - TO ENSURE THEY ARE USED EFFECTIVELY. WE ALSO SEEK TO SHARE OUR KNOWLEDGE AND EXPERIENCE WITH THE BROADER FIELD OF PHILANTHROPY AND TO ADVOCATE FOR THE EFFECTIVE USE OF INTERMEDIARIES. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | THE THREE OFFICERS SERVE AS THE MEMBERS OF THE EXECUTIVE COMMITTEE. EXCEPT FOR THE POWER TO AMEND THE ARTICLES OF INCORPORATION AND BYLAWS, THE EXECUTIVE COMMITTEE HAS ALL THE POWERS AND AUTHORITY OF THE BOARD OF DIRECTORS IN THE INTERVALS BETWEEN MEETINGS OF THE BOARD OF DIRECTORS, AND IS SUBJECT TO THE DIRECTION AND CONTROL OF THE FULL BOARD. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE BOREALIS PHILANTHROPY IRS FORM 990 IS REVIEWED BY THE BOARD OF DIRECTORS AND IS PROVIDED TO ALL MEMBERS OF THE BOARD OF DIRECTORS FOR REVIEW AND APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUAL DISCLOSURE OF ANY INTERESTS THAT COULD GIVE RISE TO A CONFLICT OF INTEREST IS DOCUMENTED AT THE BOARD OF DIRECTORS' MEETINGS. REVIEW AND APPROVAL BY THE BOARD OF DIRECTORS IS REQUIRED FOR ANY CONTRACT OR TRANSACTION INVOLVING AN OFFICER OR DIRECTOR. DIRECTORS AND OFFICERS WITH A POTENTIAL CONFLICT OF INTEREST ARE REQUIRED TO BE REMOVED FROM DELIBERATIONS AND DISCUSSIONS RELATED TO SUCH TRANSACTIONS. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE PRESIDENT'S SALARY WAS DETERMINED BY REVIEWING THE SALARIES OF OTHER EXECUTIVE DIRECTORS/PRESIDENTS OF INTERMEDIARIES; THE PRESIDENT'S SALARY WAS AT THE LOWER END OF THE RANGE. THE PRESIDENT REVIEWED THE COUNCIL ON FOUNDATIONS SALARY DATA FOR THE PROGRAM OFFICER AND PROGRAM ASSOCIATE POSITONS (BREAKDOWN BY REGION) AND USED THAT DATA TO NEGOTIATE THE STARTING SALARY FOR PROGRAM STAFF; THE PRESIDENT DISCUSSED THE SALARY RANGES WITH TREASURER FOR MINNESOTA-BASED FINANCE DIRECTORS. |
| 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. |
Comments