2026-05-12T13:56:16-05:00 2025-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 500 MAMARONECK AVENUE SUITE 301 HARRISON NY 105281633 990 2025-01-01 133001403 PHILANTHROPY NEW YORK INC PHIL 2127140699 320 EAST 43RD STREET NEW YORK NY 10017 KATHRYN O'NEAL-DUNHAM PRESIDENT AND CEO 2127140699 2026-05-12 1 MELISSA MODELSON P01603524 9143818900 2026-05-12 2025 2025-03-06 01:10:19Z KATHRYN O'NEAL-DUNHAM 320 EAST 43RD STREET NEW YORK NY 10017 9724976 0 X WWW.PHILANTHROPYNEWYORK.ORG X 1979 NY ENHANCES ABILITY OF ORGANIZATIONAL & INDIVIDUAL PHILANTHROPISTS TO SERVE THE PUBLIC GOOD 15 15 15 100 0 0 7531666 8239442 297919 480368 245790 288922 10250 8600 8085625 9017332 500000 833550 0 0 2360691 2420868 0 0 65698 3705830 5373974 6566521 8628392 1519104 388940 13166883 14352858 2800929 3097507 10365954 11255351 X SEE SCHEDULE O 0 0 4093724 833550 382780 FISCAL SPONSORSHIP IS A SERVICE PHILANTHROPY NEW YORK OFFERS TO STRENGTHEN THE CAPACITY OF GRANT-MAKING ORGANIZATIONS TO FULFILL THEIR RESPECTIVE MISSIONS TO SERVE THE PUBLIC GOOD. CHARITABLE GROUPS, PROJECTS, AND DONOR COLLABORATIONS ARE OFFERED A TAX-EXEMPT HOME SO THEY CAN FOCUS ON THEIR MISSION AND EFFICIENTLY MANAGE BACK-OFFICE OPERATIONS. PNY PROVIDES ADMINISTRATIVE SERVICES SUCH AS ACCOUNTING, HUMAN RESOURCES, AND GRANTS MANAGEMENT, THEREBY ENABLING THE SPONSORED PROJECT TO FOCUS ON MISSION-RELATED ACTIVITIES SUCH AS PROGRAMMING AND FUNDRAISING. 1405044 0 97588 LEARNING AND PROGRAMS: PHILANTHROPY NEW YORK'S LEARNING PROGRAMS CONVENE AND CONNECT FUNDERS, SEED CRITICAL CONVERSATIONS, AND BUILD OUR MEMBERS' CAPACITIES IN THEIR ROLES AND IN THEIR WORK IN THE FIELD. THE ORGANIZATION DESIGNS ROBUST LEARNING OPPORTUNITIES THAT EQUIP MEMBERS TO UNDERSTAND AND ADAPT TO SHIFTING NORMS AND EMERGING TRENDS IN THE FIELD. PROGRAMS HELP MEMBERS CULTIVATE KEY SKILLS AND IMPLEMENT PRACTICE MODELS THAT FIT THEIR UNIQUE NEEDS. TOPICS RANGE FROM THE PROFESSIONAL AND LEADERSHIP DEVELOPMENT OF GRANTMAKERS, TO PUBLIC POLICY AND ADVOCACY, TO SPECIFIC FUNDING ISSUES SUCH AS THE ARTS, HEALTH, EDUCATION, JUSTICE REFORM AND THE ENVIRONMENT. WE PRIORITIZE PROGRAMMING THAT HELPS FUNDERS ADDRESS ROOT CAUSES OF INEQUITY THROUGH THEIR PHILANTHROPIC PRACTICES AND LEARNING THAT HELPS MEMBERS OPERATIONALIZE EQUITY COMMITMENTS INTERNALLY. 1272470 0 0 MEMBER ENGAGEMENT AND COMMUNICATIONS: PHILANTHROPY NEW YORK SERVES AS A CONNECTOR, CONSULTANT, AND PROBLEM SOLVER FOR ITS MEMBERS. PHILANTHROPY NEW YORK STAFF CONNECT MEMBERS TO THEIR PEERS AND TO RESEARCH, RESOURCES, AND REPORTS TO ANSWER A MYRIAD OF CHALLENGING QUESTIONS RANGING FROM THE DEEPLY TECHNICAL ASPECTS OF PHILANTHROPY, SUCH AS GRANTS MANAGEMENT TO THE GOVERNANCE AND ENGAGEMENT OF BOARD MEMBERS AND TRUSTEES. PNY PROVIDES A VARIETY OF COHORT EXPERIENCES DESIGNED TO BUILD LEADERSHIP AT EVERY STAGE OF MEMBERS' CAREERS - FROM EARLY TO SEASONED PROFESSIONALS. THE ORGANIZATION UTILIZES ITS COMMUNICATIONS TO AMPLIFY LEARNING FROM PROGRAMS, LIFT THE VOICES OF MEMBERS ON CRITICAL ISSUES, AND SHARE KNOWLEDGE ACROSS THE SECTOR. PNY COMMUNICATIONS SUPPORT POLICY AND ADVOCACY EFFORTS THAT AMPLIFY THE VOICE OF THE FIELD AND ADVOCATE FOR A STRONGER PHILANTHROPIC AND NONPROFIT ECOSYSTEM. 972779 0 0 PUBLIC POLICY ENGAGEMENT: PHILANTHROPY NEW YORK ENGAGES IN PUBLIC POLICY EFFORTS THAT PROMOTE EFFECTIVE PHILANTHROPY AND BUILD STRONGER COMMUNITIES. THE ORGANIZATION FOSTERS RELATIONSHIPS BETWEEN MEMBERS AND LOCAL AND FEDERAL OFFICIALS TO EXCHANGE KNOWLEDGE AND SHAPE LOCAL, STATE AND FEDERAL LEGISLATION; PROVIDES ANALYSIS, INSIGHTS, AND CALLS TO ACTION VIA COMMUNICATIONS SUCH AS THE PUBLIC POLICY CORNER; AND ISSUES PUBLIC POLICY STATEMENTS SUPPORTING NONPROFITS AND SYSTEMIC CHANGE. PHILANTHROPY NEW YORK ADVOCATES FOR OR AGAINST LEGISLATION AFFECTING NONPROFITS AND FOUNDATIONS, INCLUDING PRESENTING TESTIMONY, VISITING ELECTED OFFICIALS AND SUBMITTING AMICUS BRIEFS. NETWORK BUILDING: PHILANTHROPY NEW YORK FACILITATES FUNDER COLLABORATION BY MANAGING PEER-TO-PEER PROFESSIONAL NETWORKS AND ISSUE-BASED WORKING GROUPS. THESE NETWORKS ARE DESIGNED TO HELP MEMBERS LEARN WHAT'S HAPPENING AT THEIR COLLEAGUES' FOUNDATIONS, EXCHANGE LESSONS LEARNED AND STRATEGIES FOR STRENGTHENING PRACTICE, NAVIGATE THE SECTOR AND FORM LASTING CONNECTIONS THAT IMPROVE THEIR OWN WORK AND THAT OF THE LARGER SECTOR. PEER PROFESSIONAL NETWORKS ARE A PLACE WHERE PARTICIPANTS CAN SHARE ADVICE AND OFFER SUPPORT ON TOPICS AND ISSUES THAT COVER THE FULL SCOPE OF THEIR PROFESSIONAL WORK. PEER NETWORKS ALSO HELP MEMBERS STAY CONNECTED TO EACH OTHER AND ABREAST OF CURRENT ISSUES THAT RELATE TO THEIR WORK. ISSUE-BASED WORKING GROUPS PROVIDE VALUABLE PROFESSIONAL CONNECTIONS, ENABLE MEMBERS TO POOL RESOURCES, DEVELOP COLLABORATIVE FUNDING INITIATIVES AND DRAW ON COLLECTIVE EXPERTISE TO STRATEGIZE AROUND COMPLEX PROBLEMS. 972779 0 0 7744017 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 25 0 15 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 NY X X STEPHANIE BOARDEN EVP OPERATIONS 2127140699 320 EAST 43RD STREET NEW YORK NY 10017 DON CHEN CHAIR 2.00 X X 0 0 0 NEILL COLEMAN VICE CHAIR THRU 5/2025 2.00 X X 0 0 0 IRFAN HASAN VICE CHAIR 2.00 X X 0 0 0 RICKKE MANANZALA VICE CHAIR 2.00 X X 0 0 0 ROSANNA AYBAR TREASURER THRU 5/2025 2.00 X X 0 0 0 CHANNON LUCAS TREASURER 2.00 X X 0 0 0 JENNIFER NEGRON SECRETARY 2.00 X X 0 0 0 LAURA ADEN MEMBER THRU 5/2025 2.00 X 0 0 0 RINI BANERJEE MEMBER 5.00 X 0 0 0 KENYA BRYANT MEMBER 2.00 X 0 0 0 NISHKA CHANDRASOMA MEMBER 2.00 X 0 0 0 JENNIFER CHING MEMBER 2.00 X 0 0 0 TANUJA DEHNE MEMBER THRU 5/2025 2.00 X 0 0 0 BRENNAN GANG MEMBER 2.00 X 0 0 0 HEATHER NESLE MEMBER 2.00 X 0 0 0 ALTAF RAHAMATULLA MEMBER 2.00 X 0 0 0 JOSE ROMAN MEMBER 2.00 X 0 0 0 MOLLY SCHULTZ HAFID MEMBER 2.00 X 0 0 0 DEBORAH VELAZQUEZ MEMBER 2.00 X 0 0 0 KATHRYN O'NEAL-DUNHAM PRESIDENT AND CEO 55.00 X 271228 0 57335 KRISTEN RUFF EVP, MEMBER ENGAGEMENT & LEARNING 40.00 X 176989 0 79517 STEPHANIE BOARDEN EVP, OPERATIONS & ORGANIZATIONAL DEVELOPMENT 40.00 X 182825 0 36467 MARLON WILLIAMS EVP, PUBLIC POLICY & COMMUNICATIONS 40.00 X 177260 0 73071 YI-CHING LIN SENIOR VP, LEARNING 40.00 X 152001 0 42660 DONITA VOLKWIJN SEN. DIRECTOR, MEMBER ENGAGMENT 40.00 X 124264 0 35172 1084567 0 324222 6 0 1 0 BWB SOLUTIONS LLC 428 YALE AVENUE NEW HAVEN CT 06515 CONSULTING SERVICES FOR FISCAL SPONSORSH 655294 SYDNEY MORRIS 562 BERGEN STREET BROOKLYN NY 11238 CONSULTING SERVICES FOR FISCAL SPONSORSH 520760 JEFF NELSON 1135 MOREHEAD COURT ANN ARBOR MI 48103 CONSULTING SERVICES FOR FISCAL SPONSORSH 454190 MEETING LOGISTICS LLC 154 SOUTH STSUITE 2 NEW PROVIDENCE NJ 07974 MEETING ORGANIZERS FOR FISCAL SPONSORSHI 342182 FORWARD-THINKING ADVISORS LLC 1-50 50TH AVENUE 1012 LONG ISLAND CITY NY 11101 CONSULTING SERVICES FOR FISCAL SPONSORSH 185100 10 3219218 5020224 8239442 MANAGEMENT FEES 900099 382780 382780 PROGRAM FEES 900099 97588 97588 480368 279330 279330 308478 308478 0 0 408758 399166 9592 9592 9592 WEB POSTING FEES 900099 8600 8600 8600 9017332 480368 0 297522 X 833550 833550 328563 246422 65713 16428 1561787 1262918 289933 8936 188670 152721 34987 962 221272 178080 41285 1907 120576 96456 22640 1480 440151 440151 27928 21886 5688 354 16000 16000 74000 74000 2504 2504 3226769 3079622 125269 21878 118015 100532 16458 1025 127378 118305 8171 902 588883 408154 170140 10589 142820 139735 2904 181 532102 528518 3374 210 45760 36544 8676 540 31664 26423 4935 306 8628392 7744017 818677 65698 3275363 3926511 1235003 1239591 1465000 1290000 11187 12195 53693 54841 40152 28811 49679 11341 5034366 5789043 2042592 2029336 13166883 14352858 166426 316048 266431 350802 2368072 2430657 2800929 3097507 X 4734893 6370616 5631061 4884735 10365954 11255351 13166883 14352858 388940 500457 0 X X 0 1 X 1 0 X 3811874 3853447 4183032 7531666 8239442 27619461 3811874 3853447 4183032 7531666 8239442 27619461 4569076 23050385 106239 169986 270858 640049 587808 1774940 9150 12900 14286 10250 8600 55186 29449587 1042186 0.78270 0.83950 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: WEB POSTING FEES - 2021 AMOUNT: $ 9,150. 2022 AMOUNT: $ 12,900. 2023 AMOUNT: $ 14,286. 2024 AMOUNT: $ 10,250. 2025 AMOUNT: $ 8,600. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5560 96239 101799 8458391 8560190 578010 144503 0 0 350750 413635 474510 578010 1816905 2725358 18959 22003 108000 101799 250761 87688 103409 118628 144503 454228 681342 18959 22003 0 5560 46522 8746 8746 0 31406 20065 11341 11341 RIGHT OF USE ASSETS - OPERATING LEASES 2029336 2029336 OPERATING LEASE LIABILITY 2430657 2430657 X 9823763 500457 308478 808935 9014828 2504 2504 9017332 8934366 308478 308478 8625888 2504 2504 8628392 PART X, LINE 2: PNY RECOGNIZES THE EFFECT OF INCOME TAX POSITIONS ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINED THAT PNY HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. PNY IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO 2022. PART XI, LINE 2D - OTHER ADJUSTMENTS: SUBLEASE EXPENSES 308,478. PART XII, LINE 2D - OTHER ADJUSTMENTS: SUBLEASE EXPENSES 308,478. 1 EVERGREEN INC 2 KINGSLAND AVENUE BROOKLYN NY 11211 112647339 501(C)(3) 0 170000 DISTRIBUTION THOUGH OUR FISCAL SPONSORSHIP PROGRAM HOT BREAD KITCHEN LTD CHELSEA MARKET 75 NINTH AVENUE SUITE 0610 NEW YORK NY 10011 263332972 501(C)(3) 0 170000 DISTRIBUTION THOUGH OUR FISCAL SPONSORSHIP PROGRAM BROOKLYN COMMUNITIES COLLABORATIVE INC 4802 TENTH AVE BROOKLYN NY 11219 845090998 501(C)(3) 0 160000 DISTRIBUTION THOUGH OUR FISCAL SPONSORSHIP PROGRAM THE WORKING WORLD INC DBA SEED COMMONS 228 PARK AVE S 65768 NEW YORK NY 10003 202264584 501(C)(3) 0 125000 DISTRIBUTION THOUGH OUR FISCAL SPONSORSHIP PROGRAM TRUFUND FINANCIAL SERVICES INC 39 WEST 37TH STREET NEW YORK NY 10018 593814814 501(C)(3) 0 125000 DISTRIBUTION THOUGH OUR FISCAL SPONSORSHIP PROGRAM YOUTH MINISTRIES FOR PEACE & JUSTICE INC 1384 STRATFORD AVENUE BRONX NY 10472 134006535 501(C)(3) 0 47500 DISTRIBUTION THOUGH OUR FISCAL SPONSORSHIP PROGRAM BEDFORD STUYVESANT RESTORATION CORP 1368 FULTON STREET BROOKLYN NY 11216 116083182 501(C)(3) 0 17850 DISTRIBUTION THOUGH OUR FISCAL SPONSORSHIP PROGRAM GIVE FOR THE FUTURE FUND 1159 2ND AVENUE NO 142 NEW YORK NY 10065 934924817 501(C)(3) 0 7500 DISTRIBUTION THOUGH OUR FISCAL SPONSORSHIP PROGRAM LEARNERSTUDIO INC 447 SUTTER STREET SAN FRANCISCO CA 94108 992149102 501(C)(3) 0 7500 DISTRIBUTION THOUGH OUR FISCAL SPONSORSHIP PROGRAM 9 0 PART I, LINE 2: AS A FISCAL SPONSOR, WE OFFER CHARITABLE GROUPS, PROJECTS, AND DONOR COLLABORATIONS THROUGH AGREEMENTS. THESE AGREEMENTS INCLUDE NARRATIVE, TIMELINE, AND BUDGET FOR EACH PROJECT. THESE AGREEMENTS ARE AGREED UPON BY THE FUNDER ORGANIZATION AND MONITORED BY PHILANTHROPY NEW YORK. THE WORK AND PAYMENTS ARE APPROVED PRIOR TO BEING PAID THROUGH THE FISCAL SPONSORSHIP PROGRAM AND MUST ALIGN WITH THE EXECUTED CONTRACT BY ALL PARTIES. THE FUNDING ORGANIZATIONS WILL REQUEST SPECIFIC REPORTING DEADLINES FOR EACH GRANT DISBURSED THROUGH THE FISCAL SPONSORSHIP PROGRAM. PNY WORKS WITH EACH GROUP, PROJECT LEAD AND DONOR TO ENSURE THAT THE PROJECT FALLS WITHIN THE TERM OUTLINED IN THE CONTRACT. X X 0 0 0 0 0 0 0 0 0 KATHRYN O'NEAL-DUNHAM PRESIDENT AND CEO 271093 0 0 0 135 0 35888 0 21447 0 328563 0 0 0 KRISTEN RUFF EVP, MEMBER ENGAGEMENT & LEARNING 176899 0 0 0 90 0 24417 0 55100 0 256506 0 0 0 MARLON WILLIAMS EVP, PUBLIC POLICY & COMMUNICATIONS 177170 0 0 0 90 0 23873 0 49198 0 250331 0 0 0 STEPHANIE BOARDEN EVP, OPERATIONS & ORGANIZATIONAL DEV 182735 0 0 0 90 0 24282 0 12185 0 219292 0 0 0 YI-CHING LIN SENIOR VP, LEARNING 151866 0 0 0 135 0 20008 0 22652 0 194661 0 0 0 DONITA VOLKWIJN SEN. DIRECTOR, MEMBER ENGAGMENT 123877 0 0 0 387 0 16384 0 18788 0 159436 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 ANY ORGANIZATION OR INDIVIDUAL WITH AN ORGANIZED PHILANTHROPIC PROGRAM OR THAT ADVISES SUCH PROGRAMS MAY BECOME A MEMBER OF THE CORPORATION BY THE VOTE OF THE MEMBERS OR BY THE VOTE OF THE BOARD OF DIRECTORS OR BY STAFF ACCEPTING MEMBERS ACCORDING TO PROCEDURES AND STANDARDS SET BY THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED EACH YEAR AT THE ORGANIZATION'S ANNUAL MEETING. THE SLATE IS RECOMMENDED TO THE BOARD BY THE GOVERNANCE AND NOMINATIONS COMMITTEE AFTER A THOUGHTFUL INTERVIEW PROCESS. THE BOARD THEN RECOMMENDS THE SLATE TO THE ENTIRE MEMBERSHIP FOR A VOTE. FORM 990, PART VI, SECTION A, LINE 7B BY-LAWS MAY BE AMENDED OR REPEALED, AND NEW BY-LAWS MAY BE ADOPTED, (1) BY THE MEMBERS AT THE TIME ENTITLED TO VOTE IN THE ELECTION OF ANY DIRECTORS, AT ANY ANNUAL MEETING OF THE MEMBERS OR AT ANY SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE. ANY BY-LAW ADOPTED BY THE BOARD MAY BE AMENDED OR REPEALED BY THE MEMBERS ENTITLED TO VOTE THEREON AS HEREIN PROVIDED, BUT A BY-LAW ADOPTED BY THE MEMBERS MAY PROVIDE THAT SUCH BY-LAW SHALL NOT BE SUBJECT TO AMENDMENT OR REPEAL BY THE BOARD. IF ANY BY-LAW REGULATING AN IMPENDING ELECTION OF DIRECTORS IS ADOPTED, AMENDED OR REPEALED BY THE BOARD, THERE SHALL BE SET FORTH IN THE NOTICE OF THE NEXT MEETING OF MEMBERS FOR THE ELECTION OF DIRECTORS THE BY-LAW SO ADOPTED, AMENDED OR REPEALED, TOGETHER WITH A CONCISE STATEMENT OF THE CHANGES MADE, SO ADOPTED, AMENDED OR REPEALED, TOGETHER WITH A CONCISE STATEMENT OF THE CHANGES MADE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION HAS ITS FORM 990 PREPARED BY AN OUTSIDE ACCOUNTING FIRM AND HAS ESTABLISHED THE FOLLOWING REVIEW PROCESS TO ENSURE THAT THE INFORMATION REPORTED IS COMPLETE AND ACCURATE. AFTER THE FORM 990 HAS BEEN PREPARED, A COPY IS REVIEWED BY MANAGEMENT IN PARTNERSHIP WITH THE AUDIT FIRM THAT PREPARED THE RETURN. PRIOR TO FILING THE FORM 990, THE AUDIT COMMITTEE OF THE BOARD MEETS TO REVIEW AND APPROVED THE FORM. ONCE THE BOARD HAS APPROVED THE RETURN IT IS FILED WITH THE INTERNAL REVENUE SERVICE. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE REQUIRED TO BE FILLED OUT ANNUALLY BY BOTH BOARD MEMBERS AND ALL EMPLOYEES. THE DIRECTOR OF FINANCE AND ADMINISTRATION REVIEWS THE FORMS AGAINST THE ORGANIZATION'S LIST OF VENDORS TO DETERMINE IF THERE ARE ANY POTENTIAL CONFLICTS. IF THERE IS A CONFLICT OF INTEREST, MANAGEMENT FOLLOWS THE CONFLICT OF INTEREST POLICY OUTLINED IN PHILANTHROPY NEW YORK'S HANDBOOK. POSSIBLE CONFLICTS ARE REPORTED TO THE PRESIDENT ANDCEO AND THE PRESIDENT AND CEO REPORTS IT TO THE BOARD CHAIR. MOREOVER, THE PERSON HAVING A CONFLICT SHALL RETIRE FROM THE ROOM IN WHICH THE BOARD (OR ITS COMMITTEE) IS MEETING AND SHALL NOT PARTICIPATE IN THE FINAL DELIBERATION OR DECISION REGARDING THE MATTER UNDER CONSIDERATION. HOWEVER, THAT PERSON SHALL PROVIDE THE BOARD OR COMMITTEE WITH ANY AND ALL RELEVANT INFORMATION. FORM 990, PART VI, SECTION B, LINE 15 THE PRESIDENT AND CEO'S COMPENSATION IS APPROVED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE BOARD REVISITS THE PRESIDENT AND CEO'S COMPENSATION ANNUALLY AS PART OF THE PRESIDENT AND CEO'S EVALUATION PROCESS. THE PRESIDENT AND CEO'S COMPENSATION BAND (THE MINIMUM THRESHOLD AND MAXIMUM OF WHAT THE ORGANIZATION WILL PAY THE PRESIDENT AND CEO) IS UPDATED EVERY TWO YEARS AS PART OF THE ORGANIZATION'S COMPENSATION PHILOSOPHY. THE UPDATE IS THE RESULT OF A BENCHMARKING ANALYSIS THAT USES DATA FROM THE NONPROFIT NEW YORK AND UNITED PHILANTHROPY FORUM SALARY SURVEYS, USING A REPRESENTATIVE SAMPLE OF SIMILARLY SIZED NONPROFIT ORGANIZATIONS AND PUBLIC SERVICE ORGANIZATIONS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN MARCH 2025. FOLLOWING THE CEO'S PERFORMANCE REVIEW, THE BOARD MAKES DECISIONS ABOUT ANY COMPENSATION INCREASES IN EXECUTIVE SESSION, AND THE DECISION IS DOCUMENTED IN AN EMAIL FROM THE EXECUTIVE COMMITTEE MEMBER (MOST OFTEN THE BOARD CHAIR) AND SENT TO THE HR CONSULTANT AND THE FINANCE DIRECTOR. PHILANTHROPY NEW YORK MAINTAINS A COMPENSATION PHILOSOPHY THAT DETAILS THE SKILLS, QUALIFICATIONS AND EXPERIENCE REQUIRED FOR ALL POSITIONS, INCLUDING SENIOR LEADERSHIP, WITHIN THE ORGANIZATION. EVERY YEAR IN WHICH IT IS FISCALLY POSSIBLE, EMPLOYEES RECEIVE A COST-OF-LIVING ADJUSTMENT. THE SALARY BANDS IN THE COMPENSATION PHILOSOPHY ARE UPDATED EVERY TWO - THREE YEARS AS PART OF A BENCHMARKING ANALYSIS THAT USES DATA FROM THE NONPROFIT NEW YORK AND UNITED PHILANTHROPY FORUM SALARY SURVEYS, USING A REPRESENTATIVE SAMPLE OF SIMILARLY SIZED NONPROFIT ORGANIZATIONS AND PHILANTHROPY SERVING ORGANIZATIONS. SALARIES ARE UPDATED ACCORDINGLY, DOCUMENTED IN THE ORGANIZATION'S ANNUAL BUDGET NARRATIVE AND APPROVED BY THE CEO. THIS INFORMATION IS INCLUDED IN A TOTAL SALARY FIGURE WHICH IS REVIEWED BY THE FINANCE COMMITTEE AND APPROVED BY THE FULL BOARD. THIS PROCESS WAS LAST UNDERTAKEN IN MARCH 2025 AND IS DOCUMENTED IN THE FINANCE COMMITTEE AND BOARD MEETING MINUTES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE FINANCIAL STATEMENTS, CONFLICT OF INTEREST POLICY, ARTICLES OF INCORPORATION AND BY-LAWS ARE ALSO AVAILABLE UPON WRITTEN REQUEST OR BY CALLING THE ORGANIZATION DIRECTLY. FORM 990, PART IX, LINE 11G PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 1,840. MANAGEMENT AND GENERAL EXPENSES 432. FUNDRAISING EXPENSES 28. TOTAL EXPENSES 2,300. FISCAL SPONSOR SERVICES: PROGRAM SERVICE EXPENSES 22,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 22,500. CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 2,918,098. MANAGEMENT AND GENERAL EXPENSES 119,443. FUNDRAISING EXPENSES 20,906. TOTAL EXPENSES 3,058,447. PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 135,109. MANAGEMENT AND GENERAL EXPENSES 5,394. FUNDRAISING EXPENSES 944. TOTAL EXPENSES 141,447. ADMIN SERVICES: PROGRAM SERVICE EXPENSES 2,075. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 2,075. FORM 990, PART XII, LINE 2C: THE ORGANIZATION HAS A COMMITTEE THAT IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF ITS FINANCIAL STATEMENTS AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.