2015-01-15T15:38:54-06:00 2014-02-28 461477858 MICHALIK & DANIELS INC 934 WESTERN AVE PITTSBURGH PA 152331720 990 2013-07-01 271043897 THE PHILANTHROPY WORKSHOP WEST PHIL 4156445831 ONE LETTERMAN DR BLDG D ROOM/SUITE D3 100 SAN FRANCISCO CA 941291492 GLEN GALAICH CEO 4156445831 2015-01-15 true LARRA M DANIELS CPA P00438392 4123222662 2015-01-15 2013 2016-04-25 22:37:26Z X GLEN GALAICH ONE LETTERMAN DR BLDG D D3100 SAN FRANCISCO CA 941291492 1151302 false X WWW.TPWWEST.ORG X 2009 CA 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. X 13 13 5 16 0 1289998 736169 603093 414793 391 340 0 1893482 1151302 127155 829990 0 462177 360897 0 0 696331 438426 1285663 1629313 607819 -478011 1160497 0 315811 0 844686 0 X 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. true false 396726 22770 361793 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. 807438 807220 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. 58810 53000 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. 274323 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. 274323 1537297 true true false false false true false false false false false false false false false false false false false false true false false false false false false true false true false false false false false false false false false false true false false false false false false true 14 0 true 5 true false false false false false false false false false false X 13 13 false false false false false false false true true false false false true true true false false true false false CA X GLEN GALAICH 4156445831 1 LETTERMAN DRIVE BLDG D STE D3100 SAN FRANCISCO CA 941291492 LARRY BIRENBAUM DIRECTOR 10.00 X 0 0 0 OLANA KHAN CHAIR & DIRE 20.00 X X 0 0 0 JOAN PLATT SECRETARY & 10.00 X X 0 0 0 LISA KLEISSNER TREASURER & 20.00 X X 0 0 0 ELLIOTT DONNELLEY DIRECTOR 10.00 X 0 0 0 DARIAN SWIG DIRECTOR 10.00 X 0 0 0 DON KENDALL DIRECTOR 10.00 X 0 0 0 JULIET GIMON DIRECTOR 10.00 X 0 0 0 CINDY MERCER DIRECTOR 10.00 X 0 0 0 RUSS HALL DIRECTOR 10.00 X 0 0 0 MAUREEN BLANC VICE CHAIR & 10.00 X X 0 0 0 SUSIE SARLO DIRECTOR 3.00 X 0 0 0 DAVID KELLER DIRECTOR 10.00 X 0 0 0 GLEN GALAICH CEO 40.00 X 225500 0 4821 225500 4821 1 false true false ELEVATE DESTINATIONS INC 4 CLEMENT CIRCLE CAMBRIDGE MA 02138 TRAVEL SERVICES 115000 1 736169 736169 COHORT TUITION 611430 361793 361793 ANNUAL RETREAT 611430 53000 53000 414793 340 340 1151302 414793 340 X 829990 829990 139583 139583 141206 141206 18335 18335 41443 41443 20330 20330 253974 200560 53414 200 200 8251 6770 1481 9645 1511 8134 49150 49150 56595 54877 1718 38361 38220 141 3416 3416 838 379 459 UTILITIES 10843 2759 8084 BANK FEES 3818 4709 -891 ADMINISTRATION 1976 1976 DUES & FEES 1001 266 735 358 397056 -396698 1629313 1537297 92016 0 340753 100000 653889 30850 8466 15180 8259 3100 1160497 0 76811 239000 315811 0 X 844686 844686 0 1160497 0 -478011 7345 -374020 X false false false X 605620 550705 572938 1289998 736169 3755430 605620 550705 572938 1289998 736169 3755430 294176 3461254 308 334 471 391 340 1844 3757274 1868156 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 557250 807220 true true false MYANMAR 1 PROGRAM SERVICES COHORT PROGRAM 134605 1 1 134605 134605 false false false false false false SCHEDULE F, PAGE 1, PART I, LINE 3 MYANMAR 134,605 0 false TONIIC INSTITUTE 901 MISSION STREET SAN FRANCISCO CA 94103 464355039 (C)(3) 37750 OPERATIONS TONIIC INSTITUTE 901 MISSION STREET SAN FRANCISCO CA 94103 464355039 (C)(3) 9500 OPERATIONS SMART TECH CHALLENGES FOUNDATION 225 BUSH STREET SUITE 1200 SAN FRANCISCO CA 94104 320412280 (C)(3) 759970 OPERATIONS PARTNERS FOR SUSTAINABLE DEVELOPMEN 255 SHORELINE DRIVE SUITE 520 REDWOOD SHORES CA 94065 800609323 (C)(3) 10000 OPERATIONS 3 X true true X X X X false false false false false false false false false GLEN GALAICH CEO 225500 4821 20513 230321 SCHEDULE J, PART III ONE FIRST CLASS FLIGHT WAS PAID FOR THE CEO'S TRAVEL BUT THE PRICE WAS LESS COSTLY THAN THE PRICE OF BUSINESS CLASS. SEE ATTACHED BALANCE SHEET -- ALL ASSETS & LIBILITIES WERE TRANSFERRED TO NEW COMPANY (SEE ATTORNEY GENERAL APPROVAL ATTACHED) 2014-02-28 374020 980592591 THE PHILANTHROPY WORKSHOP ONE LETTERMAN DR BLDG D STE D3100 SAN FRANCISCO CA 941291492 (C)(S) true true false false true true false false false SCHEDULE N, PAGE 1, PART I, LINE 2E 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. 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