THE PHILANTHROPY WORKSHOP WEST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- THE PHILANTHROPY WORKSHOP WEST (EIN 27-1043897)
- Tax period
- 2013-07-01 to 2014-02-28
- Filed
- 2015-01-15
- IRS object ID
- 201540159349301384
- Schema version
- 2013v4.0
- 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
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule F
- Schedule I
- Schedule J
- Schedule N
- Schedule O
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2015-01-15T15:38:54-06:00 | ReturnTs |
| Tax Period End | 2014-02-28 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 461477858 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MICHALIK & DANIELS INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 934 WESTERN AVE | AddressLine1 |
| City | PITTSBURGH | City |
| State | PA | State |
| ZIP Code | 152331720 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 271043897 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE PHILANTHROPY WORKSHOP WEST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 4156445831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LETTERMAN DR BLDG D | AddressLine1 |
| Address Line2 | ROOM/SUITE D3 100 | AddressLine2 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941291492 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN GALAICH | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 4156445831 | PhoneNum |
| Signature | 2015-01-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LARRA M DANIELS CPA | PreparerPersonNm |
| PTIN | P00438392 | PTIN |
| Phone | 4123222662 | PhoneNum |
| Preparation | 2015-01-15 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2016-04-25 22:37:26Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Final Return | Yes (X) | FinalReturnInd |
| Principal Officer | GLEN GALAICH | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | ONE LETTERMAN DR BLDG D D3100 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941291492 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $1,151,302 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.TPWWEST.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2009 | FormationYr |
| Legal Domicile State | CA | LegalDomicileStateCd |
| Activity Or Mission | TPW WEST'S MISSION IS TO BUILD, EDUCATE AND ACTIVATE A PEER NETWORK OF STRATEGIC GLOBAL CITIZENS WHO THROUGH EXPERIENTIAL PHILANTHROPY CREATE MEASURABLE, TRANSFORMATIVE CHANGE TO ADDRESS THE PRESSING ISSUES OF OUR DAY. | ActivityOrMissionDesc |
| Contract Termination | Yes (X) | ContractTerminationInd |
| Voting Members Governing Body | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 5 | TotalEmployeeCnt |
| Total Volunteers | 16 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| PY Contributions Grants | $1,289,998 | PYContributionsGrantsAmt |
| CY Contributions Grants | $736,169 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $603,093 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $414,793 | CYProgramServiceRevenueAmt |
| PY Investment Income | $391 | PYInvestmentIncomeAmt |
| CY Investment Income | $340 | CYInvestmentIncomeAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $1,893,482 | PYTotalRevenueAmt |
| CY Total Revenue | $1,151,302 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $127,155 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $829,990 | CYGrantsAndSimilarPaidAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $462,177 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $360,897 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $696,331 | PYOtherExpensesAmt |
| CY Other Expenses | $438,426 | CYOtherExpensesAmt |
| PY Total Expenses | $1,285,663 | PYTotalExpensesAmt |
| CY Total Expenses | $1,629,313 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $607,819 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$478,011 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,160,497 | TotalAssetsBOYAmt |
| Total Assets EOY | $0 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $315,811 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $844,686 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $0 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TPW WEST'S MISSION IS TO BUILD, EDUCATE AND ACTIVATE A PEER NETWORK OF STRATEGIC GLOBAL CITIZENS WHO THROUGH EXPERIENTIAL PHILANTHROPY CREATE MEASURABLE, TRANSFORMATIVE CHANGE TO ADDRESS THE PRESSING ISSUES OF OUR DAY. | MissionDesc |
| Significant New Program Srvc | Yes (true) | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $396,726 | ExpenseAmt |
| Grant | $22,770 | GrantAmt |
| Revenue | $361,793 | RevenueAmt |
| Desc | COHORT PROGRAM: EVERY YEAR TPW WEST RECRUITS AND EDUCATES 12-15 NEW PARTICIPANTS IN THE PROGRAM ABOUT HIGH IMPACT STRATEGIES AND TOOLS FOR GETTING GREATER LEVERAGE ON THE SOCIAL INVESTMENTS THEY MAKE. FOR MUCH OF FY2013, WE SPENT SIGNIFICANT STAFF TIME AND SOME OF OUR PROGRAM BUDGET DEVELOPING THE FOUR WEEK PROGRAM THAT STARTED IN OCTOBER OF THE COMING FISCAL YEAR. TPW WEST PROVIDES OUR PARTICIPANTS WITH ONE ANNUAL OVERSEAS TRIP TO LEARN ABOUT HIGH IMPACT TOOLS AND STRATEGIES UTILIZED IN SMALL COMMUNITIES AND LARGE REGIONS. THE TRIP TO MYANMAR IN 2013 WAS A SUBSTANTIAL ENDEAVOR FOR THE ORGANIZATION THAT TOOK UP SIGNIFICANT STAFF TIME AND MUCH OF OUR PROGRAM BUDGET. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $807,438 | ExpenseAmt |
| Grant | $807,220 | GrantAmt |
| Desc | FISCAL SPONSORSHIP: THE PHILANTHROPY WORKSHOP WEST PROVIDES ITS MEMBERS WITH THE OPPORTUNITY TO MAKE RESTRICTED GRANTS TO ORGANIZATIONS INVOLVED IN CHARITABLE PURPOSES. THE PHILANTHROPY WORKSHOP WEST HAS ULTIMATE DECISION MAKING AUTHORITY. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $58,810 | ExpenseAmt |
| Revenue | $53,000 | RevenueAmt |
| Desc | ANNUAL RETREAT: EVERY YEAR TPW WEST BRINGS TOGETHER OUR PARTICIPANTS TO SHARE BEST PRACTICES, ENGAGE IN PEER LEARNING AND PROVIDE FEEDBACK ABOUT THE COURSE OF THE ORGANIZATION. THE PARTICIPANTS CHALLENGE EACH OTHER TO BE MORE IMPACTFUL WITH THEIR PHILANTHROPY, AND SOUGHT LEADERS FROM OUTSIDE THE NETWORK TO JOIN AND PROVIDE INSIGHT INTO THE LATEST TRENDS IN THE FIELD. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $274,323 | ExpenseAmt |
| Desc | AT THE HEART OF OUR NETWORK PROGRAM ARE SKILLS SESSIONS, IMPACT SESSIONS, AND TRAVEL OPPORTUNITIES. TPW WEST PRODUCES SIX TO EIGHT SKILLS AND IMPACT SESSIONS PER YEAR. SKILLS SESSIONS ARE DESIGNED TO INCREASE THE EFFECTIVENESS OF OUR MEMBERS IN THE PROCESS OF GRANTMAKING. SUCH SESSIONS INCLUDE SOCIAL NETWORKING TOOLS, DUE DILIGENCE AND FINANCIAL REVIEW, AND COMMUNICATIONS STRATEGY. IMPACT SESSIONS FEATURE NEW TOOLS AND STRATEGIES FOR AMPLIFYING IMPACT. DURING THESE SESSIONS, CONSULTANTS AND PRACTITIONERS FACILITATE WORKSHOPS DESIGNED TO ADVANCE OUR MEMBERS ABILITY TO INTEGRATE THESE NEW APPROACHES INTO THEIR WORK. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $274,323 | TotalOtherProgSrvcExpenseAmt |
| Total Program Service Expenses | $1,537,297 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (true) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (true) | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Lobbying Activities | false | LobbyingActivitiesInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | Yes (true) | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | false | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | Yes (true) | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | Yes (true) | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | Yes (true) | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | false | PYExcessBenefitTransInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | Yes (true) | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | false | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 14 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (true) | BackupWthldComplianceInd |
| Employee | 5 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | false | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | false | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | false | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | false | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | false | WhistleblowerPolicyInd |
| Document Retention Policy | false | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN GALAICH | PersonNm |
| Phone | 4156445831 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 LETTERMAN DRIVE BLDG D STE D3100 | AddressLine1 |
| City | SAN FRANCISCO | City |
| State | CA | State |
| ZIP Code | 941291492 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| LARRY BIRENBAUM | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| OLANA KHAN | ||||||
| CHAIR & DIRE | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| JOAN PLATT | ||||||
| SECRETARY & | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| LISA KLEISSNER | ||||||
| TREASURER & | 20.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| ELLIOTT DONNELLEY | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DARIAN SWIG | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| DON KENDALL | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| JULIET GIMON | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| CINDY MERCER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| RUSS HALL | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| MAUREEN BLANC | ||||||
| VICE CHAIR & | 10.00 | Yes (X) | $0 | $0 | $0 | Yes (X) |
| SUSIE SARLO | ||||||
| DIRECTOR | 3.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID KELLER | ||||||
| DIRECTOR | 10.00 | Yes (X) | $0 | $0 | $0 | |
| GLEN GALAICH | ||||||
| CEO | 40.00 | $225,500 | $0 | $4,821 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $225,500 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $4,821 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (true) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ELEVATE DESTINATIONS INC | BusinessNameLine1 |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4 CLEMENT CIRCLE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02138 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | TRAVEL SERVICES | ServicesDesc |
| Compensation | $115,000 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $736,169 | AllOtherContributionsAmt |
| Total Contributions | $736,169 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| COHORT TUITION | 611430 | $361,793 | $361,793 |
| ANNUAL RETREAT | 611430 | $53,000 | $53,000 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $414,793 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $340 | TotalRevenueColumnAmt |
| Exclusion | $340 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,151,302 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $414,793 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $340 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $829,990 | TotalAmt |
| Program Services | $829,990 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,583 | TotalAmt |
| Management And General | $139,583 | ManagementAndGeneralAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,206 | TotalAmt |
| Management And General | $141,206 | ManagementAndGeneralAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,335 | TotalAmt |
| Management And General | $18,335 | ManagementAndGeneralAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,443 | TotalAmt |
| Management And General | $41,443 | ManagementAndGeneralAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $20,330 | TotalAmt |
| Management And General | $20,330 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,974 | TotalAmt |
| Program Services | $200,560 | ProgramServicesAmt |
| Management And General | $53,414 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $200 | TotalAmt |
| Program Services | $200 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,251 | TotalAmt |
| Program Services | $6,770 | ProgramServicesAmt |
| Management And General | $1,481 | ManagementAndGeneralAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $9,645 | TotalAmt |
| Program Services | $1,511 | ProgramServicesAmt |
| Management And General | $8,134 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,150 | TotalAmt |
| Management And General | $49,150 | ManagementAndGeneralAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $56,595 | TotalAmt |
| Program Services | $54,877 | ProgramServicesAmt |
| Management And General | $1,718 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,361 | TotalAmt |
| Program Services | $38,220 | ProgramServicesAmt |
| Management And General | $141 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,416 | TotalAmt |
| Management And General | $3,416 | ManagementAndGeneralAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $838 | TotalAmt |
| Program Services | $379 | ProgramServicesAmt |
| Management And General | $459 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| UTILITIES | $10,843 | $2,759 | $8,084 |
| BANK FEES | $3,818 | $4,709 | -$891 |
| ADMINISTRATION | $1,976 | $1,976 | |
| DUES & FEES | $1,001 | $266 | $735 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $358 | TotalAmt |
| Program Services | $397,056 | ProgramServicesAmt |
| Management And General | -$396,698 | ManagementAndGeneralAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,629,313 | TotalAmt |
| Program Services | $1,537,297 | ProgramServicesAmt |
| Management And General | $92,016 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $340,753 | BOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $100,000 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $653,889 | BOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $30,850 | BOYAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,466 | BOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,180 | BOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,259 | BOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,100 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,160,497 | BOYAmt |
| EOY | $0 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,811 | BOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $239,000 | BOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $315,811 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $844,686 | BOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $844,686 | BOYAmt |
| EOY | $0 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,160,497 | BOYAmt |
| EOY | $0 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$478,011 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,345 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$374,020 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | false | FSAuditedInd |
| Federal Grant Audit Required | false | 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 Minus4 Years | $605,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $572,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,289,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $736,169 | CurrentTaxYearAmt |
| Total | $3,755,430 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $605,620 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $550,705 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $572,938 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,289,998 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $736,169 | CurrentTaxYearAmt |
| Total | $3,755,430 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $294,176 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,461,254 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $308 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $334 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $471 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $391 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $340 | CurrentTaxYearAmt |
| Total | $1,844 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $3,757,274 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $1,868,156 | GrossReceiptsRltdActivitiesAmt |
| First5 Years170 | Yes (X) | First5Years170Ind |
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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Funds And Other Accounts Held | 1 | FundsAndOtherAccountsHeldCnt |
| Funds And Other Accounts Contri | $557,250 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $807,220 | FundsAndOtherAccountsGrantsAmt |
| Disclosed Org Leg Ctrl | Yes (true) | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | Yes (true) | DisclosedForCharitablePrpsInd |
Schedule F IRS990ScheduleF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Account Activities Outside US AccountActivitiesOutsideUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Region | MYANMAR | RegionTxt |
| Employee | 1 | EmployeeCnt |
| Type Of Activities Conducted | PROGRAM SERVICES | TypeOfActivitiesConductedTxt |
| Specific Services Provided | COHORT PROGRAM | SpecificServicesProvidedTxt |
| Region Total Expenditures | $134,605 | RegionTotalExpendituresAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Employees | 1 | SubtotalEmployeesCnt |
| Total Employee | 1 | TotalEmployeeCnt |
| Subtotal Spent | $134,605 | SubtotalSpentAmt |
| Total Spent | $134,605 | TotalSpentAmt |
| Transfer To Foreign Corp | false | TransferToForeignCorpInd |
| Interest In Foreign Trust | false | InterestInForeignTrustInd |
| Foreign Corp Ownership | false | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | false | PassiveForeignInvestmestCoInd |
| Foreign Partnership | false | ForeignPartnershipInd |
| Boycott Countries | false | BoycottCountriesInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE F, PAGE 1, PART I, LINE 3 | FormAndLineReferenceDesc |
| Explanation | MYANMAR 134,605 0 | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | false | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (4 entries)
| Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|
| TONIIC INSTITUTE | |||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | 464355039 | (C)(3) | $37,750 | OPERATIONS |
| TONIIC INSTITUTE | |||||||
| 901 MISSION STREET | SAN FRANCISCO | CA | 94103 | 464355039 | (C)(3) | $9,500 | OPERATIONS |
| SMART TECH CHALLENGES FOUNDATION | |||||||
| 225 BUSH STREET SUITE 1200 | SAN FRANCISCO | CA | 94104 | 320412280 | (C)(3) | $759,970 | OPERATIONS |
| PARTNERS FOR SUSTAINABLE DEVELOPMEN | |||||||
| 255 SHORELINE DRIVE SUITE 520 | REDWOOD SHORES | CA | 94065 | 800609323 | (C)(3) | $10,000 | OPERATIONS |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (true) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (true) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | false | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | false | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | false | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | false | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | false | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | false | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | false | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | false | AnyNonFixedPaymentsInd |
| Initial Contract Exception | false | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | GLEN GALAICH | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $225,500 | BaseCompensationFilingOrgAmt |
| Deferred Compensation Flng Org | $4,821 | DeferredCompensationFlngOrgAmt |
| Nontaxable Benefits Filing Org | $20,513 | NontaxableBenefitsFilingOrgAmt |
| Total Compensation Filing Org | $230,321 | TotalCompensationFilingOrgAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE J, PART III | FormAndLineReferenceDesc |
| Explanation | ONE FIRST CLASS FLIGHT WAS PAID FOR THE CEO'S TRAVEL BUT THE PRICE WAS LESS COSTLY THAN THE PRICE OF BUSINESS CLASS. | ExplanationTxt |
Schedule N IRS990ScheduleN
Liquidation Of Assets Table LiquidationOfAssetsTableGrp
Liquidation Of Assets Detail LiquidationOfAssetsDetail (7 entries)
| Assets Distri Or Expnss PaidAssetsDistriOrExpnssPaidDesc | DistributionDistributionDt | Fair Market Value Of AssetFairMarketValueOfAssetAmt | EINEIN | Address Line1USAddress/AddressLine1 | CityUSAddress/City | StateUSAddress/State | ZIP CodeUSAddress/ZIPCode | IRC SectionIRCSectionTxt |
|---|---|---|---|---|---|---|---|---|
| (no name) | ||||||||
| SEE ATTACHED BALANCE | ||||||||
| (no name) | ||||||||
| SHEET -- ALL ASSETS & | ||||||||
| (no name) | ||||||||
| LIBILITIES WERE | ||||||||
| (no name) | ||||||||
| TRANSFERRED TO NEW | ||||||||
| (no name) | ||||||||
| COMPANY (SEE ATTORNEY | ||||||||
| (no name) | ||||||||
| GENERAL APPROVAL | ||||||||
| THE PHILANTHROPY WORKSHOP | ||||||||
| ATTACHED) | 2014-02-28 | $374,020 | 980592591 | ONE LETTERMAN DR BLDG D STE D3100 | SAN FRANCISCO | CA | 941291492 | (C)(S) |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Director Of Successor | Yes (true) | DirectorOfSuccessorInd |
| Employee Of Successor | Yes (true) | EmployeeOfSuccessorInd |
| Owner Of Successor | false | OwnerOfSuccessorInd |
| Receive Compensation | false | ReceiveCompensationInd |
| Assets Distributed | Yes (true) | AssetsDistributedInd |
| Required To Notify AG | Yes (true) | RequiredToNotifyAGInd |
| Liabilities Paid | false | LiabilitiesPaidInd |
| Bonds Outstanding | false | BondsOutstandingInd |
| Bond Liabilities Discharged | false | BondLiabilitiesDischargedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE N, PAGE 1, PART I, LINE 2E | FormAndLineReferenceDesc |
| Explanation | ALL OPERATIONS INCLUDING DIRECTORS, OFFICERS AND EMPLOYEES OF TPW WEST BECAME DIRECTORS, OFFICERS AND EMPLOYEES OF THE NEW MERGED ORGANIZATION. SEE THE ATTACHED MERGER DOCUMENTS FOR A COMPLETE LISTING AND ATTORNEY GENERAL APPROVAL. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 - ORGANIZATION'S MISSION | TPW WEST'S MISSION IS TO BUILD, EDUCATE AND ACTIVATE A PEER NETWORK OF STRATEGIC GLOBAL CITIZENS WHO THROUGH EXPERIENTIAL PHILANTHROPY CREATE MEASURABLE, TRANSFORMATIVE CHANGE TO ADDRESS THE PRESSING ISSUES OF OUR DAY. |
| FORM 990, PAGE 2, PART III, LINE 2 | FISCAL SPONSORSHIP: |
| FORM 990, PAGE 2, PART III, LINE 4D | AT THE HEART OF OUR NETWORK PROGRAM ARE SKILLS SESSIONS, IMPACT SESSIONS, AND TRAVEL OPPORTUNITIES. TPW WEST PRODUCES SIX TO EIGHT SKILLS AND IMPACT SESSIONS PER YEAR. SKILLS SESSIONS ARE DESIGNED TO INCREASE THE EFFECTIVENESS OF OUR MEMBERS IN THE PROCESS OF GRANTMAKING. SUCH SESSIONS INCLUDE SOCIAL NETWORKING TOOLS, DUE DILIGENCE AND FINANCIAL REVIEW, AND COMMUNICATIONS STRATEGY. IMPACT SESSIONS FEATURE NEW TOOLS AND STRATEGIES FOR AMPLIFYING IMPACT. DURING THESE SESSIONS, CONSULTANTS AND PRACTITIONERS FACILITATE WORKSHOPS DESIGNED TO ADVANCE OUR MEMBERS ABILITY TO INTEGRATE THESE NEW APPROACHES INTO THEIR WORK. |
| FORM 990, PAGE 6, PART VI, LINE 11B | THE FORM 990 IS PREPARED BY ORGANIZATION'S ACCOUNTANTS, MICHALIK & DANIELS, INC. THE FORM 990 IS THEN SENT TO THE ORGANIZATION FOR REVIEW BY GLEN GALAICH, CEO BEFORE THE RETURN IS FILED. |
| FORM 990, PAGE 6, PART VI, LINE 12C | A COMMITTEE REVIEWS ALL PROJECTS AND PROGRAMS OF A STRATEGIC NATURE. AS PART OF THEIR MANDATE, THEY ALSO REVIEW CONFLICT OF INTEREST COMPLIANCE. |
| FORM 990, PAGE 6, PART VI, LINE 15A | COMPARABILITY DATA WAS USED TO DETERMINE COMPENSATION. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS 200,560 53,414 0 |
| FORM 990, PART XI, LINE 9 | TRANSFER TO MERGED ENTITY 374,020 |
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