PHILANTHROPY NORTHWEST: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- PHILANTHROPY NORTHWEST (EIN 91-1110995)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-10-15
- IRS object ID
- 201422899349300902
- Schema version
- 2013v3.0
- 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 ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-15T16:51:49-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 911194016 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK NUBER PS | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 10900 NE 4TH STREET SUITE 1700 | AddressLine1 |
| City | BELLEVUE | City |
| State | WA | State |
| ZIP Code | 98004 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 911110995 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PHILANTHROPY NORTHWEST | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PHIL | BusinessNameControlTxt |
| Phone | 2064438430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 FOURTH AVENUE NO 650 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BLEY | PersonNm |
| Person Title | SECRETARY | PersonTitleTxt |
| Phone | 2064438430 | PhoneNum |
| Signature | 2014-10-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JANE M SEARING | PreparerPersonNm |
| PTIN | P00000565 | PTIN |
| Phone | 4254544919 | PhoneNum |
| Preparation | 2014-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JEFFREY CLARKE | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 FOURTH AVENUE NO 650 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,319,966 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.PHILANTHROPYNW.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1976 | FormationYr |
| Legal Domicile State | WA | LegalDomicileStateCd |
| Activity Or Mission | PHILANTHROPY NORTHWEST PROMOTES, FACILITATES & DRIVES COLLABORATIVE ACTION (CONTINUED ON SCHEDULE O) BY PHILANTHROPIC ORGANIZATIONS TO STRENGTHEN COMMUNITIES IN OUR REGION. | ActivityOrMissionDesc |
| Voting Members Governing Body | 24 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 24 | VotingMembersIndependentCnt |
| Total Employee | 26 | TotalEmployeeCnt |
| Total Volunteers | 162 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $2,450,999 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,169,405 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $801,419 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,142,201 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,764 | PYInvestmentIncomeAmt |
| CY Investment Income | $8,360 | CYInvestmentIncomeAmt |
| PY Other Revenue | $14,475 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $3,275,657 | PYTotalRevenueAmt |
| CY Total Revenue | $3,319,966 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $175,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $100,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,418,210 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,677,759 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $32,069 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,096,974 | PYOtherExpensesAmt |
| CY Other Expenses | $1,599,983 | CYOtherExpensesAmt |
| PY Total Expenses | $2,690,184 | PYTotalExpensesAmt |
| CY Total Expenses | $3,377,742 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $585,473 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$57,776 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $3,099,699 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,323,946 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $270,594 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $552,617 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $2,829,105 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,771,329 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | PHILANTHROPY NORTHWEST ("PNW") PROMOTES, FACILITATES, AND DRIVES COLLABORATIVE ACTION BY PHILANTHROPIC ORGANIZATIONS TO STRENGTHEN COMMUNITIES IN OUR REGION. PHILANTHROPY NORTHWEST IS A MEMBERSHIP ASSOCIATION OF GRANTMAKERS WORKING TO PROMOTE EFFECTIVE PHILANTHROPY IN THE SIX STATE REGION OF ALASKA, IDAHO, MONTANA, OREGON, WASHINGTON, AND WYOMING. PHILANTHROPY NORTHWEST WORKS TO MEET THE NEEDS AND INTERESTS OF THIS COMMUNITY THROUGH TRAINING AND NETWORKING OPPORTUNITIES, RESEARCH AND EDUCATIONAL RESOURCES, PUBLICATIONS, AND CUSTOMIZED CONSULTING SERVICES. | MissionDesc |
| Significant New Program Srvc | Yes (1) | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $739,067 | ExpenseAmt |
| Revenue | $43,539 | RevenueAmt |
| Desc | MEMBER SERVICES & SPECIAL INITIATIVES:MEMBER DUES SUPPORT A NUMBER OF SERVICES PROVIDED DIRECTLY TO MEMBERS OR THE COMMUNITY AT LARGE. MEMBER SERVICES INCLUDE:PUBLICATIONS AND COMMUNICATIONS. PHILANTHROPY NORTHWEST PRODUCES BOTH ELECTRONIC AND PRINT COMMUNICATIONS TO HIGHLIGHT NEWS AND RESOURCES OF INTEREST TO GRANT MAKERS AND PHILANTHROPISTS. DURING THIS PERIOD, PHILANTHROPY NORTHWEST PRINTED:1. "GREASE & GLUE", A REPORT HIGHLIGHTING PHILANTHROPY NORTHWEST'S ROLE IN FACILITATING COLLABORATIVE ACTION TO STRENGTHEN COMMUNITIES.PHILANTHROPY NORTHWEST PUBLISHES A MONTHLY, REGION-WIDE E-BULLETIN WITH UP-TO-DATE INFORMATION ON PHILANTHROPY IN THE NORTHWEST, MEMBER STAFFING NEWS, PROGRAM UPDATES, AND MORE. THIS NEWSLETTER WAS SENT TO OVER 1400 SUBSCRIBERS, PROVIDING TIMELY INFORMATION ON EVENTS AND NEWSWORTHY INFORMATION. ADDITIONALLY, E-BULLETINS SPECIFICALLY FOR FUNDERS WORKING IN MONTANA AND WYOMING WERE CREATED AND DISTRIBUTED EVERY OTHER MONTH, WHILE QUARTERLY E-BULLETINS FOR CORPORATE GRANT MAKERS AND ALASKA FUNDERS WERE ALSO PRODUCED. PHILANTHROPY NORTHWEST'S WEBSITE (WWW.PHILANTHROPYNW.ORG) PROVIDES RELEVANT INFORMATION TO MEMBERS ON PROGRAMS, COLLABORATIONS, NEWS, RESOURCES AND MEMBER BENEFITS. IN ADDITION TO SERVING OUR MEMBERS, THE WEBSITE PROVIDES INFORMATION TO THE GRANT SEEKING PUBLIC, POLICYMAKERS, MEDIA, AND OTHERS INTERESTED IN THE PHILANTHROPY FIELD. THE WEBSITE HOSTS A REGIONAL JOB BANK.MEMBER BRIEFINGS, FUNDER CONVENINGS AND BROWN BAG BRIEFINGS ARE ORGANIZED BY MEMBERS TO EXPLORE SINGLE TOPICS OR CONCERNS. PROGRAMS IN 2013 INCLUDED:- ADVERSE CHILDHOOD EXPERIENCES (ACES);- ALASKA FUNDERS AND PIERCE COUNTY (TACOMA, WA) FUNDERS GROUP MEETINGS; - CIVIC AND VOTER ENGAGEMENT;- WHY STEM? WHY NOW?;- UNDER BRIEFING ON CORPORATION FOR NATIONAL AND COMMUNITY SERVICE; AND- MEASURING THE NETWORKED NONPROFIT: A CONVERSATION WITH BETH KANTER.TECHNICAL ASSISTANCE AND LIBRARY SERVICES: MEMBERS REGULARLY REQUEST STAFF RESEARCH AND REFERRAL TO INFORMATION RELEVANT TO GENERAL OPERATIONS OF FOUNDATIONS AND CURRENT ISSUES. PHILANTHROPY NORTHWEST UTILIZES AN EXTENSIVE ON-LINE KNOWLEDGEBASE AVAILABLE TO REGIONAL ASSOCIATIONS OF GRANT MAKERS. PHILANTHROPY NORTHWEST ALSO MAINTAINS A PRINT LIBRARY THAT CURRENTLY HOLDS OVER 600 RESOURCES. MEMBERS BORROW MATERIALS FREE OF CHARGE. IN 2013, PHILANTHROPY NORTHWEST APPROACHED THE CONCLUSION OF A CAPACITY BUILDING CAMPAIGN TO SUPPORT "A RELEVANT AND SUSTAINABLE FUTURE." THE CAMPAIGN WAS DESIGNED TO EXPAND OUR ABILITY TO SUPPORT COLLABORATIVE BEHAVIORS WITHIN PHILANTHROPY AND ACROSS SECTORS, FORGE MORE EFFECTIVE PUBLIC SECTOR PARTNERSHIPS AND BUILD OUR ROLE AS A TRUSTED RESOURCE TO PHILANTHROPY WORKING IN INDIAN COUNTRY AND BUILDING CIVIC CAPACITY. AT THE END OF 2013, WE HAD RAISED $751,800 TOWARD OUR $800,000 GOAL.THE CAMPAIGN WILL ALLOW US TO:- BUILD PHILANTHROPY NORTHWEST'S PUBLIC POLICY AND STRATEGIC COMMUNICATIONS CAPABILITIES;- DEVELOP AND SHARE VALUABLE KNOWLEDGE AND "LESSONS LEARNED" FROM OUR MEMBERS' WORK IN INDIAN COUNTRY AND BUILDING CIVIC CAPACITY THROUGHOUT THE REGION; AND - INSPIRE AND SUPPORT COLLABORATION BY FULLY IMPLEMENTING THE GIVING PRACTICE BUSINESS PLAN. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $445,499 | ExpenseAmt |
| Revenue | $149,643 | RevenueAmt |
| Desc | EDUCATIONAL MEETINGS, CONFERENCES, PROGRAMS AND WORKSHOPS:PHILANTHROPY NORTHWEST SERVES AS A CONVENER, TRAINER, RESOURCE CENTER, SERVICE PROVIDER, AND ADVOCATE FOR PHILANTHROPIC ISSUES OF INTEREST TO ITS MEMBERS. AS OF DECEMBER 31, 2013, THERE WERE 171 MEMBER ORGANIZATIONS, INCLUDING PRIVATE FAMILY FOUNDATIONS, COMMUNITY FOUNDATIONS, PUBLIC FOUNDATIONS AND CORPORATE GIVING PROGRAMS. A TOTAL OF 51 PROGRAMS WERE HELD BY PHILANTHROPY NORTHWEST DURING THE TWELVE-MONTH PERIOD WITH A COMBINED ATTENDANCE OF APPROXIMATELY 1021 GRANT MAKERS. THE MAJORITY OF THOSE ATTENDING WERE STAFF AND TRUSTEES FROM MEMBER ORGANIZATIONS.HIGHLIGHTS OF OUR 2013 PROGRAM SERVICE ACCOMPLISHMENTS INCLUDE:THE 2013 PHILANTHROPY NORTHWEST ANNUAL CONFERENCE & MEMBERSHIP MEETING WAS HELD IN JUNEAU, ALASKA WHERE 210 ATTENDEES REPRESENTING ALL TYPES AND GEOGRAPHIC FOCUS MET TO DISCUSS THE KEY ISSUES OF THE MOMENT. THE CONFERENCE EXPLORED THE THEME OF "YAAKW TAYIWU: COMPLEXITIES IN PHILANTHROPY." PROGRAM OFFERINGS INCLUDED 9 BREAKOUT SESSIONS, 6 POP-UP SESSIONS, 4 OFFSITE SESSIONS, 4 DEEP DIVES, AND 2 LEARNING LABS. THREE OFF-SITE EXPEDITIONS AND 2 WORKSHOPS WERE OFFERED PRE-CONFERENCE.AS THE ONLY CONSISTENT PROVIDER OF THE NATIONAL CURRICULUM, BEST PRACTICES IN GRANTMAKING: ESSENTIAL SKILLS AND STRATEGIES, PHILANTHROPY NORTHWEST OFFERED THE PROGRAM TWICE (WINTER AND FALL) TO A TOTAL OF 34 ATTENDEES. THROUGH GENEROUS UNDERWRITING OF THE BILL & MELINDA GATES FOUNDATION, PHILANTHROPY NORTHWEST CONTINUED OUR COMMUNITY FOUNDATION INITIATIVE BY SUPPORTING COMMUNITY FOUNDATIONS IN WASHINGTON STATE IN MULTIPLE AND MEANINGFUL WAYS. PHILANTHROPY NORTHWEST PROVIDED DEDICATED STAFFING, MANAGED A LISTSERV, SUPPORTED THE ANNUAL CONVENING OF WASHINGTON COMMUNITY FOUNDATIONS, WROTE BLOG POSTS AND DISTRIBUTED OTHER COMMUNICATIONS ABOUT THE VALUABLE ROLE OF COMMUNITY FOUNDATIONS IN OUR REGION. WE CONTINUED TO GROW THE CORE SERVICE OF HELPING OUR MEMBERS UNDERSTAND AND PARTNER WITH THE PUBLIC POLICY FIELD. THE PUBLIC POLICY PROGRAM MANAGER WORKED CLOSELY WITH THE PUBLIC POLICY COMMITTEE TO BUILD STRONG RELATIONSHIPS BETWEEN NORTHWEST FUNDERS AND POLICYMAKERS AND TO DELIVER PROGRAMS ILLUSTRATING THE ROLE PHILANTHROPY PLAYS IN BUILDING STRONG COMMUNITIES. SIXTEEN MEMBERS ATTENDED FOUNDATIONS ON THE HILL IN WASHINGTON, DC, FOR A SERIES OF MEETINGS WITH THEIR ELECTED OFFICIALS. WE ALSO OFFERED PROGRAMS ABOUT THE FEDERAL BUDGET WITH STAFF FROM SENATOR PATTY MURRAY'S OFFICE (WA), A WASHINGTON CONGRESSIONAL BRIEFING AND A MONTANA CONGRESSIONAL BRIEFING.PHILANTHROPY NORTHWEST CONVENED FUNDERS FROM ALL CORNERS OF OUR REGION FOR CAPACITY BUILDING LEARNING CIRCLE EVENTS, EXPLORING A VARIETY OF PHILANTHROPIC STRATEGIES TO BETTER UNDERSTAND UNDERCAPITALIZED NONPROFIT ORGANIZATIONS, INCLUDING A SESSION ON THE LIFECYCLES OF A NONPROFIT. IMPROVED TECHNOLOGY HAS ALLOWED OUR GEOGRAPHICALLY DIVERSE MEMBERSHIP TO PARTICIPATE MORE FULLY IN ALL PROGRAMMING, SUCH AS: - TWENTY PROGRAMS WERE MADE ACCESSIBLE VIA TELECONFERENCE;- LISTSERVS FOR COMMUNITY FOUNDATIONS AND CAPACITY BUILDING FUNDERS; - THREE LIVE VIDEO CASTS (MEASURING THE NETWORKED NONPROFIT; NON-PROFIT FINANCIAL BASICS; AND DEFERRED ACTION FOR CHILDHOOD ARRIVALS BRIEFING);- EIGHT WEBINARS INCLUDING FOUNDATION SUPPORT FOR PUBLIC POLICY & ADVOCACY AND PROGRAMS FROM NATIONAL CENTER FOR FAMILY PHILANTHROPY; AND- MONTHLY MONTANA/WYOMING/IDAHO FUNDERS TELECONFERENCES.WE ALSO OFFERED LEARNING OPPORTUNITIES ON DIVERSE TOPICS, SUCH AS:- TRAINING: FINANCIAL ANALYSIS 201;- CORPORATE LUNCH: ENGAGING VOLUNTEERS TO MAXIMIZE SOCIAL IMPACT; AND- PHILANTHROPY FORWARD, CO-SPONSORED WITH SEATTLE CITY CLUB. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $855,043 | ExpenseAmt |
| Grant | $100,000 | GrantAmt |
| Revenue | $59,076 | RevenueAmt |
| Desc | MISSION INVESTORS EXCHANGE (FORMERLY PRI MAKERS NETWORK):IN DECEMBER 2008, PHILANTHROPY NORTHWEST ENTERED INTO A FORMAL AGREEMENT TO SERVE AS FISCAL SPONSOR FOR THE PRI MAKERS NETWORK (PRI). PRI MAKERS NETWORK INTEGRATED WITH MORE FOR MISSION IN APRIL 2012 AND CREATED A NEW ORGANIZATION, MISSION INVESTORS EXCHANGE [MIE] TO WORK WITH PHILANTHROPIC LEADERS AND PRACTITIONERS TO ACCELERATE THE USE OF MISSION INVESTMENTS IN ORDER TO IMPROVE LIVES, SAFEGUARD THE ENVIRONMENT AND STRENGTHEN CONMMUNITIES. MIE WILL CONTINUE TO BE A CHARITABLE EDUCATION NETWORK THAT PROVIDES LEADERSHIP AND SUPPORT TO THE COMMUNITY OF GRANT MAKERS WORKING TO ENCOURAGE THE EFFECTIVE USE OF PROGRAM-RELATED AND OTHER SOCIAL INVESTMENTS. PHILANTHROPY NORTHWEST AND ITS MEMBERS WILL GAIN EXPERTISE IN PROGRAM RELATED AND MISSION RELATED INVESTING TO BE INCORPORATED INTO MEMBER TRAININGS AND CONFERENCES. MIE OPERATES AS A PROGRAM OF PHILANTHROPY NORTHWEST. | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| ExpenseExpenseAmt | RevenueRevenueAmt | DescDesc |
|---|---|---|
| $868,288 | $889,943 | THE GIVING PRACTICE:THE GIVING PRACTICE PROVIDES CUSTOMIZED PHILANTHROPIC CONSULTING TO PHILANTHROPIC ORGANIZATIONS AND COLLABORATIONS, PRIMARILY, BUT NOT EXCLUSIVELY, IN THE NORTHWEST. THE PRACTICE PROVIDES HIGH QUALITY CONSULTING SERVICES AND IS A SOURCE OF INCOME TO SUPPORT PHILANTHROPY NORTHWEST'S CHARITABLE ACTIVITIES. IN 2011, A FULL-TIME MANAGING DIRECTOR WAS HIRED TO GUIDE AND EXPAND THE SERVICES OFFERED BY THE GIVING PRACTICE. DURING 2012 PLANNING WENT INTO DEVELOPING A BUSINESS PLAN TO EXPAND AND ENHANCE THE SERVICES OF THE GIVING PRACTICE. AT THE CLOSE OF 2013, WE HAD FOUR CONSULTANTS ON STAFF, AND NINE INDEPENDENT CONTRACTOR CONSULTANTS WHO DID SOME WORK DURING 2013. GIVING PRACTICE REVENUE DOUBLED FROM 2012 TO 2013, REFLECTING THE ROBUST GROWTH OF THE PRACTICE AND CLIENTS SERVED. |
| $88,316 | COMMUNITY DEMOCRACY WORKSHOP: COMMUNITY DEMOCRACY WORKSHOP (CDW), A 5-YEAR NATIONAL PROJECT THAT BEGAN IN 2013, IS A DEEP EXPLORATION OF HOW PHILANTHROPY CAN WORK MORE EFFECTIVELY WITHIN THE COMMUNITIES IT SUPPORTS. WE'RE A NATURAL HOME FOR CDW BECAUSE OF OUR REGIONAL COMMITMENT TO CONCEPT OF CIVIC CAPACITY AS A KEY DETERMINANT OF COMMUNITY HEALTH. CDW USES PHILANTHROPY NORTHWEST PURELY AS A FISCAL SPONSOR. WE PROVIDE FIDUCIARY OVERSIGHT AND FEE-BASED FINANCIAL SERVICES. WHILE CDW'S PROJECT LEADER, PETER PENNEKAMP, IS ALSO A TGP SENIOR ADVISOR, HE MANAGES CDW INDEPENDENTLY. THERE ARE NO PHILANTHROPY NORTHWEST STAFF ASSIGNED TO THIS PROJECT. WE REPORT CDW'S FINANCIALS BOTH ON A CONSOLIDATED AND INDIVIDUAL BASIS. CDW ASSETS ARE REFLECTED ON THE PHILANTHROPY NORTHWEST BALANCE SHEET. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Other Prog Srvc Expense | $956,604 | TotalOtherProgSrvcExpenseAmt |
| Total Other Prog Srvc Revenue | $889,943 | TotalOtherProgSrvcRevenueAmt |
| Total Program Service Expenses | $2,996,213 | 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 | Yes (1) | 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 | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | 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 | 31 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 26 | 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 | 24 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 24 | 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 | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | Yes (1) | 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 | Yes (1) | 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 | WA | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CHERYL FRIZZELL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2064438430 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2101 FOURTH AVENUE SUITE 650 | AddressLine1 |
| City | SEATTLE | City |
| State | WA | State |
| ZIP Code | 98121 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (35 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| SUE COLITON | |||||||
| CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DANIEL KEMMIS | |||||||
| VICE CHAIR OF BOARD OPERATIONS | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| KEVIN WALKER | |||||||
| VICE CHAIR OF PROGRAMS | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| GEORGE JOCK EDWARDS | |||||||
| TREASURER | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID BLEY | |||||||
| SECRETARY | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TIM NOWLIS | |||||||
| PAST CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| JEAN AGATHER | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN ANDERSON | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM BELL | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BRIAN BOYD | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JANE BROOM | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KELLY BRUGGEMAN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KATHY BRYON | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MIKE HALLIGAN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MAURI INGRAM | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIN KAHN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ROSE LINCOLN HAMILTON | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LIZ MEDICINE CROW | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| STEVE MOORE | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMMYE POKRYFKI | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH RIPLEY | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM THORNDIKE JR | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| LUZ VEGA-MARQUIS | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIZABETH WARMAN | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| MARK DEDERER | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| BRAD CHENEY | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JUDITH CROTTY | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF JESSEE | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RUTH MASSINGA | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| NORM SMITH | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBORAH WILDS | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD WOO | |||||||
| BOARD MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| M CAROL LEWIS | |||||||
| CEO | 40.00 | Yes (X) | $140,426 | $0 | $15,996 | ||
| PETER BERLINER | |||||||
| MANAGING DIRECTOR MIE | 40.00 | $115,598 | $0 | $14,324 | Yes (X) | ||
| AUDREY HABERMAN | |||||||
| MANAGING PARTNER TGP | 40.00 | $105,738 | $0 | $14,144 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $361,762 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $44,464 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| TED LORD CONSULTING | |||||
| 317 20TH AVE | SEATTLE | WA | 98122 | CONSULTING | $215,706 |
| JAN JAFFE | |||||
| 90 HUDSON STREET 6A | NEW YORK | NY | 10013 | CONSULTING | $123,570 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $951,850 | MembershipDuesAmt |
| All Other Contributions | $1,217,555 | AllOtherContributionsAmt |
| Total Contributions | $2,169,405 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| CONSULTING | 900099 | $889,943 | $889,943 |
| EDUCATION & MEETINGS | 541611 | $208,719 | $208,719 |
| DIRECTORY/JOB BANK | 923110 | $33,409 | $33,409 |
| FISCAL SERVICES | 900099 | $10,130 | $10,130 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,142,201 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $8,360 | TotalRevenueColumnAmt |
| Exclusion | $8,360 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,319,966 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,142,201 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $8,360 | 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 | $100,000 | TotalAmt |
| Program Services | $100,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $156,422 | TotalAmt |
| Program Services | $114,188 | ProgramServicesAmt |
| Management And General | $34,412 | ManagementAndGeneralAmt |
| Fundraising | $7,822 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,234,412 | TotalAmt |
| Program Services | $1,082,096 | ProgramServicesAmt |
| Management And General | $137,392 | ManagementAndGeneralAmt |
| Fundraising | $14,924 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,984 | TotalAmt |
| Program Services | $51,974 | ProgramServicesAmt |
| Management And General | $12,286 | ManagementAndGeneralAmt |
| Fundraising | $724 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $125,641 | TotalAmt |
| Program Services | $103,894 | ProgramServicesAmt |
| Management And General | $20,159 | ManagementAndGeneralAmt |
| Fundraising | $1,588 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,300 | TotalAmt |
| Program Services | $77,104 | ProgramServicesAmt |
| Management And General | $17,962 | ManagementAndGeneralAmt |
| Fundraising | $1,234 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,307 | TotalAmt |
| Program Services | $3,232 | ProgramServicesAmt |
| Management And General | $2,075 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,007 | TotalAmt |
| Program Services | $18,082 | ProgramServicesAmt |
| Management And General | $22,925 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $834,538 | TotalAmt |
| Program Services | $780,068 | ProgramServicesAmt |
| Management And General | $54,470 | ManagementAndGeneralAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $41,590 | TotalAmt |
| Program Services | $35,388 | ProgramServicesAmt |
| Management And General | $5,779 | ManagementAndGeneralAmt |
| Fundraising | $423 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,623 | TotalAmt |
| Program Services | $10,179 | ProgramServicesAmt |
| Management And General | $3,974 | ManagementAndGeneralAmt |
| Fundraising | $470 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $153,434 | TotalAmt |
| Program Services | $123,133 | ProgramServicesAmt |
| Management And General | $27,095 | ManagementAndGeneralAmt |
| Fundraising | $3,206 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,295 | TotalAmt |
| Program Services | $109,777 | ProgramServicesAmt |
| Management And General | $9,518 | ManagementAndGeneralAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $210,558 | TotalAmt |
| Program Services | $191,147 | ProgramServicesAmt |
| Management And General | $19,411 | ManagementAndGeneralAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $95,818 | TotalAmt |
| Program Services | $79,948 | ProgramServicesAmt |
| Management And General | $14,192 | ManagementAndGeneralAmt |
| Fundraising | $1,678 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,107 | TotalAmt |
| Management And General | $4,107 | ManagementAndGeneralAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt |
|---|---|---|---|
| OVERHEAD/MISC | $32,976 | $81,658 | -$48,682 |
| DUES AND SUBSCRIPTIONS | $28,848 | $16,587 | $12,261 |
| TAXES | $17,882 | $17,758 | $124 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,377,742 | TotalAmt |
| Program Services | $2,996,213 | ProgramServicesAmt |
| Management And General | $349,460 | ManagementAndGeneralAmt |
| Fundraising | $32,069 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $421,135 | BOYAmt |
| EOY | $258,688 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,101,751 | BOYAmt |
| EOY | $2,463,974 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,000 | BOYAmt |
| EOY | $298,500 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $103,414 | BOYAmt |
| EOY | $112,385 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,016 | BOYAmt |
| EOY | $24,058 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $471,291 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $314,458 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $179,875 | BOYAmt |
| EOY | $156,833 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,508 | BOYAmt |
| EOY | $9,508 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,099,699 | BOYAmt |
| EOY | $3,323,946 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $173,159 | BOYAmt |
| EOY | $231,518 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,435 | BOYAmt |
| EOY | $237,056 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $84,043 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $270,594 | BOYAmt |
| EOY | $552,617 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,496,154 | BOYAmt |
| EOY | $1,596,271 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,332,951 | BOYAmt |
| EOY | $1,175,058 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,829,105 | BOYAmt |
| EOY | $2,771,329 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,099,699 | BOYAmt |
| EOY | $3,323,946 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$57,776 | 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 Minus4 Years | $851,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,734,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,151,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,450,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,169,405 | CurrentTaxYearAmt |
| Total | $9,357,770 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $851,603 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,734,701 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,151,062 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,450,999 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,169,405 | CurrentTaxYearAmt |
| Total | $9,357,770 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $1,648,004 | SubstantialContributorsTotAmt |
| Public Support Total170 | $7,709,766 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $41,481 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $49,639 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $32,539 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $23,240 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,360 | CurrentTaxYearAmt |
| Total | $155,259 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $9,513,029 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $4,594,574 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.81040 | PublicSupportCY170Pct |
| Public Support PY170 | 0.77280 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
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 | $84,043 | FundsAndOtherAccountsContriAmt |
| Funds And Other Accounts Grants | $0 | FundsAndOtherAccountsGrantsAmt |
| Funds And Other Accounts Vl EOY | $84,043 | FundsAndOtherAccountsVlEOYAmt |
| Disclosed Org Leg Ctrl | 0 | DisclosedOrgLegCtrlInd |
| Disclosed For Charitable Prps | 0 | DisclosedForCharitablePrpsInd |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $102,961 | OtherCostOrOtherBasisAmt |
| Depreciation | $102,063 | DepreciationAmt |
| Book Value | $898 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $368,330 | OtherCostOrOtherBasisAmt |
| Depreciation | $212,395 | DepreciationAmt |
| Book Value | $155,935 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $156,833 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FUNDS HELD FOR GRANTING | Desc |
| Amt | $84,043 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $84,043 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $3,319,966 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,319,966 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,319,966 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,377,742 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,377,742 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,377,742 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable
Recipient Business Name RecipientBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HARVARD UNIVERSITY | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1350 MASSACHUSETTS AVENUE | AddressLine1 |
| City | CAMBRIDGE | City |
| State | MA | State |
| ZIP Code | 02138 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient EIN | 042103580 | RecipientEIN |
| IRC Section | 501(C)(3) | IRCSectionDesc |
| Cash Grant | $100,000 | CashGrantAmt |
| Purpose Of Grant | ADVANCE UNDERSTANDING OF MISSION INVESTING BY CONDUCTING ACADEMIC RESEARCH. | PurposeOfGrantTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 1 | 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 | PNW DEVELOPS FAMILIARITY & UNDERSTANDING OF GRANTEES ORGANIZATIONAL MISSIONS, GOALS & PROGRAMS. AS IT IS NOT AN ORGANIZATIONAL FOCUS, PNW RARELY EMBARKS ON GRANTMAKING. SINCE GRANTMAKING IS LIMITED IN SCOPE, PNW HAS THE RESOURCES & TIME TO INVEST IN VETTING GRANTEES & CLOSELY MONITORING ITS GRANTMAKING PROCESS. GRANTEES ARE REQUIRED TO COMPLETE A FINAL REPORT, INCLUDING FINANCIAL INFORMATION, AT THE CLOSE OF THE GRANT CYCLE. PNW FOLLOWS UP WITH THE GRANTEES TO ENSURE REPORTS ARE COMPLETE AND FILED. PNW IS IN CLOSE CONTACT WITH GRANTEES DURING THE GRANT PERIOD. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | 0 | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | M CAROL LEWIS | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $140,426 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $8,752 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $7,244 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $156,422 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc |
|---|
| PART II: |
| INTENTIONALLY BLANK |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (10 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 6 | PHILANTHROPY NORTHWEST RELIES ON VOLUNTEERS TO ASSIST IN PLANNING, IMPLEMENTING AND DELIVERING QUALITY PROGRAMS AND EVENTS OF BENEFIT TO OUR MEMBERS. VOLUNTEERS ALSO SERVE ON STANDING COMMITTEES, SUCH AS FINANCE AND MEMBERSHIP ENGAGEMENT, TO STRENGTHEN OUR OVERALL ORGANIZATION. |
| FORM 990, PART III, LINE 2 | IN SEPTEMBER 2013, PHILANTHROPY NORTHWEST ENTERED INTO A FORMAL AGREEMENT TO SERVE AS FISCAL SPONSOR FOR COMMUNITY DEMOCRACY WORKSHOP (CDW). CDW IS A FIVE-YEAR EFFORT TO ADVANCE THE THEORY, PRACTICE, AND RESULTS OF COMMUNITY-LED, PLACE-BASED CHANGE. CDW OPERATES AS A PROGRAM OF PHILANTHROPY NORTHWEST. |
| FORM 990, PART VI, SECTION A, LINE 6 | MEMBERS OF PHILANTHROPY NORTHWEST INCLUDE FOUNDATIONS, CORPORATE GIVING PROGRAMS, GOVERNMENTS, AND INDIVIDUALS WHOSE PRINCIPAL FUNCTION IS MAKING GRANTS IN ALASKA, IDAHO, MONTANA, OREGON, WASHINGTON, AND WYOMING. EACH MEMBER ORGANIZATION OR INDIVIDUAL MEMBER IS ALLOWED ONE VOTE TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7A | WE ARE A MEMBERSHIP ASSOCIATION. OUR BYLAWS CALL FOR AN ANNUAL MEETING AT WHICH TIME THE MEMBERS ELECT THE BOARD OF DIRECTORS. |
| FORM 990, PART VI, SECTION A, LINE 7B | BYLAWS MAY BE AMENDED OR REPEALED BY A VOTE OF TWO-THIRDS OF ALL THE DIRECTORS OR BY A VOTE OF TWO-THIRDS OF ALL THE MEMBERS AT ANY MEETING. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE FINANCE COMMITTEE, WITH AUTHORITY FROM THE BOARD OF DIRECTORS, REVIEWS THE FORM 990 WITH THE FINANCE DIRECTOR DURING A MEETING BEFORE IT IS FILED. A FULL COPY OF THE TAX RETURN WILL BE DISTRIBUTED TO THE BOARD PRIOR TO FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | CONFLICT OF INTEREST FORMS ARE DISTRIBUTED AND COLLECTED FROM EACH BOARD MEMBER AND THE CEO AT THE FIRST BOARD MEETING OF THE YEAR. OUR CUSTOMARY BOARD ACTIVITIES DO NOT INVOLVE BUSINESS DEALINGS WHERE A CONFLICT OF INTEREST WOULD APPLY. SHOULD A POTENTIAL CONFLICT OF INTEREST ARISE, THE ISSUE WOULD BE BROUGHT TO THE CEO OR FINANCE DIRECTOR AND THEN REVIEWED BY THE BOARD BEFORE A VOTE OR DECISION WAS MADE. IF NECESSARY, THE INDIVIDUAL INVOLVED WOULD RECUSE HIMSELF/HERSELF FROM DISCUSSING OR VOTING ON THE MATTER. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE BOARD EXECUTIVE COMMITTEE WAS RESPONSIBLE FOR REVIEW OF THE CEO'S PERFORMANCE AND COMPENSATION. THEY REVIEWED SALARY SURVEYS FOR LIKE ORGANIZATIONS, SOLICITED FEEDBACK FROM THE BOARD, STAFF AND CONTEMPORARIES, AND DOCUMENTED THE PROCESS BY SUBMITTING MATERIALS TO THE FINANCE DIRECTOR FOR RETENTION. THE LAST PROCESS WAS COMPLETED IN MARCH 2013. THE CEO RESEARCHES AND RETAINS COMPARABILITY DATA FOR THE DEPUTY DIRECTOR, FINANCE DIRECTOR, MANAGING DIRECTOR OF THE GIVING PRACTICE, AND MANAGING DIRECTOR OF MISSION INVESTORS EXCHANGE. THIS IS DONE ANNUALLY IN JANUARY. |
| FORM 990, PART VI, SECTION C, LINE 19 | PHILANTHROPY NORTHWEST PUBLISHES AN ANNUAL REPORT, INCLUDING FINANCIAL STATEMENTS, ONCE A YEAR. OUR GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND AUDITED FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST. |
| FORM 990, PART IX, LINE 11G | DESIGN: PROGRAM SERVICE EXPENSES 7,304. MANAGEMENT AND GENERAL EXPENSES 9,912. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,216. GIVING PRACTICE: PROGRAM SERVICE EXPENSES 449,948. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 449,948. R&D: PROGRAM SERVICE EXPENSES 140,591. MANAGEMENT AND GENERAL EXPENSES 38,935. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 179,526. MISCELLANEOUS : PROGRAM SERVICE EXPENSES 182,225. MANAGEMENT AND GENERAL EXPENSES 5,623. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 187,848. |
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