FORWARD GLOBAL INC DAF sponsor
Reduce your risk when donating: see where the money actually goes.
Reduce your risk when donating: see where the money actually goes.
Cite this
Plain text FORWARD GLOBAL INC. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/forward-global-inc-980592591. Retrieved 2026-11-09.
APA furp.org. (n.d.). FORWARD GLOBAL INC [Nonprofit organization profile; tax years 2012–2024]. Retrieved November 9, 2026, from https://furp.org/org/forward-global-inc-980592591
MLA “FORWARD GLOBAL INC.” furp.org, tax years 2012–2024, https://furp.org/org/forward-global-inc-980592591. Accessed 9 Nov. 2026.
Retrieved 2026-11-09; covers tax years 2012–2024. Data: furp.org (index © the FURP Alliance; the records are public domain).
2024 · Form 990 · revenue $6.4M · expenses $5.0M · assets $1.6M
- Also known as
- DBA FORWARD GLOBAL
- EIN
- 98-0592591
- Address
- 232 W 116TH ST UNIT 1763, NEW YORK, NY 10026-9091
- Website
- WWW.FORWARD-GLOBAL.ORG
- NTEE code
- T50 Philanthropy, Charity, Voluntarism Promotion (Philanthropy, Voluntarism and Grantmaking Foundations) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- August 2009 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2019). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
FORWARD GLOBAL CURATES A COMMUNITY AND CULTURE THAT CHALLENGES THE STATUS QUO, UNLOCKING KNOWLEDGE AND CONNECTIONS FOR IMPACT. WE EQUIP OUR GLOBAL COMMUNITY OF ACTION-ORIENTED, OPEN-MINDED INDIVIDUALS TO MOBILIZE THEIR RESOURCES TO CREATE A BETTER WORLD FOR ALL PEOPLE AND THE PLANET. OUR COMMUNITY OF VALUES-ALIGNED LEADERS IS INNOVATING AT THE INTERSECTIONS OF BUSINESS, PHILANTHROPY AND POLICY TO ENSURE A THRIVING, SUSTAINABLE, MORE EQUITABLE WORLD.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
13 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Renee Kaplan | CHIEF EXECUTIVE OFFICER | 2019-2024 | $294,000 | $1,891,100 | 1 |
| Rachel Simon | TREASURER & CHIEF OPERATING OFFICER | 2019-2024 | $200,179 | $1,018,788 | 1 |
| Margaret R Neilson | CHIEF MARKETING OFFICER | 2022-2024 | $283,258 | $884,510 | 1 |
| Leslie Gross | GEN COUNSEL AND MANAGING D | 2022-2024 | $206,232 | $670,118 | 1 |
| Alisa Tantraphol | MANAGING DIRECTOR | 2022-2024 | $156,303 | $469,764 | 1 |
| Brady Essmann | CHIEF REVENUE OFFICER | 2023-2024 | $202,927 | $398,773 | 1 |
| Glen Galaich | MEMBER | 2014-2024 | $0 | $211,173 | 2 |
| Tracy Parker (former) | Former CEO | 2014-2019 | $112,635 | $965,400 | 1 |
| Jennifer Davis (former) | EXECUTIVE VICE PRESIDENT | 2019-2021 | $234,124 | $621,012 | 1 |
| Tracy Mack (former) | EXECUTIVE DIRECTOR | 2012-2013 | $195,901 | $385,440 | 1 |
| Antonio Tolentino (former) | CHIEF INTEGRATION OFFICER | 2020-2021 | $176,279 | $334,988 | 1 |
| Dipti Pratt (former) | Employee | 2017 | $114,427 | $114,427 | 1 |
| Melanie Ormos (former) | GLOBAL DIRECTOR OF COMMUNITY | 2020 | $109,256 | $109,256 | 1 |
Officers and directors, no compensation reported
41 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Milton Speid | MEMBER | 2021-2024 | 10 | $0 reported | 1 |
| Elliott Donnelly | CHAIR | 2020-2024 | 20 | $0 reported | 1 |
| Lauren Cramer | SECRETARY | 2015-2024 | 10 | $0 reported | 1 |
| Sabrina Pourmand | MEMBER | 2020-2024 | 10 | $0 reported | 1 |
| Casey Box | MEMBER | 2020-2024 | 10 | $0 reported | 1 |
| Andrew Chunilall | MEMBER | 2021-2024 | 10 | $0 reported | 1 |
| David Lee | MEMBER | 2021-2024 | 10 | $0 reported | 1 |
| Lorene Arey | MEMBER | 2024 | 10 | $0 reported | 1 |
| Lauren Booker Allen | MEMBER | 2021-2024 | 10 | $0 reported | 1 |
| Traci Maddock | MEMBER | 2020-2024 | 10 | $0 reported | 1 |
| Sapphira Goradia | VICE CHAIR | 2019-2024 | 10 | $0 reported | 1 |
| Bo Shao (former) | MEMBER | 2020-2023 | 10 | $0 reported | 1 |
| Elliott Donnelley (former) | CHAIR | 2021 | 20 | $0 reported | 2 |
| Will Perrin (former) | MEMBER | 2019-2021 | 10 | $0 reported | 1 |
| Lisa Wolverton (former) | MEMBER | 2015-2021 | 10 | $0 reported | 1 |
| Katherine Lorenz (former) | MEMBER | 2012-2021 | 10 | $0 reported | 1 |
| Larry Birenbaum (former) | MEMBER | 2014-2021 | 10 | $0 reported | 2 |
| Kathleen Lorenz (former) | Vice Chair | 2014-2019 | 10 | $0 reported | 1 |
| Matthew Bowcock (former) | Member | 2014-2019 | 10 | $0 reported | 1 |
| Maureen Blanc (former) | Member | 2014-2019 | 10 | $0 reported | 2 |
| Joan Platt (former) | Member | 2014-2019 | 10 | $0 reported | 2 |
| Elliot Donnelly (former) | Member | 2019 | 10 | $0 reported | 1 |
| Elliot Donnelley (former) | Vice Chair | 2014-2017 | 10 | $0 reported | 1 |
| Cindy Mercer (former) | Member | 2014-2017 | 10 | $0 reported | 2 |
| William Perrin (former) | Member | 2017 | 10 | $0 reported | 1 |
| Cynthia Wu (former) | Member | 2014-2016 | 10 | $0 reported | 1 |
| Olana Khan (former) | Member | 2015-2016 | 10 | $0 reported | 2 |
| Lisa Kleissner (former) | Member | 2014-2016 | 10 | $0 reported | 2 |
| Fran Perrin (former) | Member | 2015-2016 | 10 | $0 reported | 1 |
| Darian Swig (former) | Member | 2014-2016 | 10 | $0 reported | 2 |
| Beatrice Holland (former) | Vice Chair | 2014 | 10 | $0 reported | 1 |
| Olana Kahn (former) | Vice Chair | 2014 | 10 | $0 reported | 1 |
| Albert Pace (former) | Director | 2012-2014 | 10 | $0 reported | 1 |
| David Keller (former) | Director | 2014 | 10 | $0 reported | 2 |
| Francesca Perrin (former) | Director | 2014 | 10 | $0 reported | 1 |
| Juliette Gimon (former) | Director | 2014 | 10 | $0 reported | 1 |
| Russ Hall (former) | Director | 2014 | 10 | $0 reported | 2 |
| Susie Sarlo (former) | Director | 2014 | 10 | $0 reported | 2 |
| Beatrice Hollond (former) | CHAIRMAN | 2012-2013 | 1 | $0 reported | 1 |
| William M Dietel (former) | DIRECTOR | 2012-2013 | 0 | $0 reported | 1 |
| Buzz Schmidt (former) | DIRECTOR | 2012-2013 | 0 | $0 reported | 1 |
People by year
2024 · 18 people listed · 6 paid, $1.3M · 12 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RENEE KAPLAN | CHIEF EXECUTIVE OFFICER | 40 | $280,000 | $0 | $14,000 | $294,000 | 1 |
| MARGARET R NEILSON | CHIEF MARKETING OFFICER | 40 | $240,625 | $0 | $42,633 | $283,258 | 1 |
| LESLIE GROSS | GEN COUNSEL AND MANAGING D | 40 | $170,248 | $0 | $35,984 | $206,232 | 1 |
| BRADY ESSMANN | CHIEF REVENUE OFFICER | 40 | $165,792 | $0 | $37,135 | $202,927 | 1 |
| RACHEL SIMON | TREASURER & CHIEF OPERATING OFFICER | 40 | $170,583 | $0 | $29,596 | $200,179 | 1 |
| ALISA TANTRAPHOL | MANAGING DIRECTOR | 40 | $139,917 | $0 | $16,386 | $156,303 | 1 |
| MILTON SPEID | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| ELLIOTT DONNELLY | CHAIR | 20 | $0 | $0 | $0 | $0 | 1 |
| LAUREN CRAMER | SECRETARY | 10 | $0 | $0 | $0 | $0 | 1 |
| SABRINA POURMAND | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| CASEY BOX | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| ANDREW CHUNILALL | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| DAVID LEE | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| LORENE AREY | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| LAUREN BOOKER ALLEN | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| GLEN GALAICH | MEMBER | 10 | $0 | $0 | $0 | $0 | 2 |
| TRACI MADDOCK | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| SAPPHIRA GORADIA | VICE CHAIR | 10 | $0 | $0 | $0 | $0 | 1 |
2023 · 18 people listed · 6 paid, $1.4M · 12 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RENEE KAPLAN | CHIEF EXECUTIVE OFFICER | 40 | $296,000 | $0 | $5,100 | $301,100 | 1 |
| MARGARET R NEILSON | CHIEF MARKETING OFFICER | 40 | $254,375 | $0 | $44,346 | $298,721 | 1 |
| LESLIE GROSS | GEN COUNSEL AND MANAGING D | 40 | $182,325 | $0 | $64,198 | $246,523 | 1 |
| RACHEL SIMON | TREASURER | 40 | $173,550 | $0 | $27,680 | $201,230 | 1 |
| BRADY ESSMANN | CHIEF REVENUE OFFICER | 1 | $168,675 | $0 | $27,171 | $195,846 | 1 |
| ALISA TANTRAPHOL | MANAGING DIRECTOR | 40 | $142,350 | $0 | $14,585 | $156,935 | 1 |
| MILTON SPEID | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| ELLIOTT DONNELLY | CHAIR | 20 | $0 | $0 | $0 | $0 | 1 |
| LAUREN CRAMER | SECRETARY | 10 | $0 | $0 | $0 | $0 | 1 |
| SABRINA POURMAND | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| CASEY BOX | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| ANDREW CHUNILALL | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| DAVID LEE | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| BO SHAO | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| LAUREN BOOKER ALLEN | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| GLEN GALAICH | MEMBER | 10 | $0 | $0 | $0 | $0 | 2 |
| TRACI MADDOCK | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| SAPPHIRA GORADIA | VICE CHAIR | 10 | $0 | $0 | $0 | $0 | 1 |
2022 · 17 people listed · 5 paid, $1.2M · 14 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RENEE KAPLAN | CHIEF EXECUTIVE OFFICER | 40 | $320,000 | $0 | $0 | $320,000 | 1 |
| MARGARET R NEILSON | CHIEF MARKETING OFFICER | 40 | $275,000 | $0 | $27,531 | $302,531 | 1 |
| LESLIE GROSS | GEN COUNSEL AND MANAGING DIRECTOR | 40 | $185,973 | $0 | $31,390 | $217,363 | 1 |
| RACHEL SIMON | TREASURER | 40 | $173,792 | $0 | $27,047 | $200,839 | 1 |
| ALISA TANTRAPHOL | MANAGING DIRECTOR | 40 | $143,000 | $0 | $13,526 | $156,526 | 1 |
| MILTON SPEID | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| ELLIOTT DONNELLY | CHAIR | 20 | $0 | $0 | $0 | $0 | 1 |
| LAUREN CRAMER | SECRETARY | 10 | $0 | $0 | $0 | $0 | 1 |
| SABRINA POURMAND | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| CASEY BOX | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| ANDREW CHUNILALL | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| DAVID LEE | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| BO SHAO | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| LAUREN BOOKER ALLEN | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| GLEN GALAICH | MEMBER | 10 | $0 | $0 | $0 | $0 | 2 |
| TRACI MADDOCK | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| SAPPHIRA GORADIA | VICE CHAIR | 10 | $0 | $0 | $0 | $0 | 1 |
2021 · 20 people listed · 4 paid, $902K · 11 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RENEE KAPLAN | CHIEF EXECUTIVE OFFICER | 40 | $320,000 | $0 | $0 | $320,000 | 1 |
| JENNIFER DAVIS | EXECUTIVE VICE PRESIDENT | 40 | $175,000 | $0 | $59,124 | $234,124 | 1 |
| ANTONIO TOLENTINO | CHIEF INTEGRATION OFFICER | 40 | $155,500 | $0 | $20,779 | $176,279 | 1 |
| RACHEL SIMON | TREASURER | 40 | $146,900 | $0 | $25,163 | $172,063 | 1 |
| ELLIOTT DONNELLEY | CHAIR | 20 | $0 | $0 | $0 | $0 | 2 |
| SAPPHIRA GORADIA | VICE CHAIR | 10 | $0 | $0 | $0 | $0 | 1 |
| LAUREN CRAMER | SECRETARY | 10 | $0 | $0 | $0 | $0 | 1 |
| TRACI MADDOCK | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| ANDREW CHUNILALL | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| BO SHAO | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| WILL PERRIN | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| SABRINA POURMAND | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| DAVID LEE | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| LISA WOLVERTON | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| CASEY BOX | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| MILTON SPEID | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| GLEN GALAICH | MEMBER | 10 | $0 | $0 | $0 | $0 | 2 |
| LAUREN BOOKER ALLEN | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE LORENZ | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| LARRY BIRENBAUM | MEMBER | 10 | $0 | $0 | $0 | $0 | 2 |
2020 · 16 people listed · 5 paid, $933K · 9 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RENEE KAPLAN | CHIEF EXECUTIVE OFFICER | 40 | $320,000 | $0 | $0 | $320,000 | 1 |
| JENNIFER DAVIS | EXECUTIVE VICE PRESIDENT | 40 | $152,867 | $0 | $54,528 | $207,395 | 1 |
| ANTONIO TOLENTINO | CHIEF INTEGRATION OFFICER | 40 | $149,160 | $0 | $9,549 | $158,709 | 1 |
| RACHEL SIMON | TREASURER | 40 | $115,371 | $0 | $22,362 | $137,733 | 1 |
| MELANIE ORMOS | GLOBAL DIRECTOR OF COMMUNITY | 40 | $102,530 | $0 | $6,726 | $109,256 | 1 |
| LISA WOLVERTON | CHAIRMAN | 20 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE LORENZ | VICE CHAIRMAN | 10 | $0 | $0 | $0 | $0 | 1 |
| LARRY BIRENBAUM | SECRETARY | 10 | $0 | $0 | $0 | $0 | 2 |
| TRACI MADDOCK | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| LAUREN CRAMER | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| BO SHAO | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| WILL PERRIN | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| SABRINA POURMAND | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| ELLIOTT DONNELLY | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| SAPPHIRA GORADIA | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
| CASEY BOX | MEMBER | 10 | $0 | $0 | $0 | $0 | 1 |
2019 · 14 people listed · 4 paid, $735K · 7 employees · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Renee Kaplan | Cheif Executive Officer | 40 | $320,000 | $0 | $16,000 | $336,000 | 1 |
| Jennifer Davis | Executive Vice President | 40 | $130,760 | $0 | $48,733 | $179,493 | 1 |
| Tracy Parker | Former CEO | 40 | $112,635 | $0 | $0 | $112,635 | 1 |
| Rachel Simon | Treasurer | 40 | $87,035 | $0 | $19,709 | $106,744 | 1 |
| Lisa Wolverton | Charmain | 20 | $0 | $0 | $0 | $0 | 1 |
| Kathleen Lorenz | Vice Chair | 10 | $0 | $0 | $0 | $0 | 1 |
| Larry Birenbaum | Secretary | 10 | $0 | $0 | $0 | $0 | 2 |
| Matthew Bowcock | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Lauren Cramer | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Maureen Blanc | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Will Perrin | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Joan Platt | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Elliot Donnelly | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Sapphira Goradia | Member | 10 | $0 | $0 | $0 | $0 | 1 |
2017 · 12 people listed · 2 paid, $319K · 7 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Tracy Parker | Former CEO | 40 | $198,188 | $0 | $6,159 | $204,347 | 1 |
| Dipti Pratt | Employee | 40 | $108,978 | $0 | $5,449 | $114,427 | 1 |
| Kathleen Lorenz | Charmain | 20 | $0 | $0 | $0 | $0 | 1 |
| Elliot Donnelley | Vice Chair | 10 | $0 | $0 | $0 | $0 | 1 |
| Matthew Bowcock | Treasurer | 10 | $0 | $0 | $0 | $0 | 1 |
| Larry Birenbaum | Secretary | 10 | $0 | $0 | $0 | $0 | 2 |
| Maureen Blanc | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Lauren Cramer | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Cindy Mercer | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| William Perrin | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Joan Platt | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Lisa Wolverton | Member | 10 | $0 | $0 | $0 | $0 | 1 |
2016 · 15 people listed · 1 paid, $227K · 10 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Tracy Parker | Former CEO | 40 | $216,500 | $0 | $10,825 | $227,325 | 1 |
| Kathleen Lorenz | Chariman/ Interim CEO | 20 | $0 | $0 | $0 | $0 | 1 |
| Elliot Donnelley | Vice Chair | 10 | $0 | $0 | $0 | $0 | 1 |
| Matthew Bowcock | Treasurer | 10 | $0 | $0 | $0 | $0 | 1 |
| Larry Birenbaum | Secretary | 10 | $0 | $0 | $0 | $0 | 2 |
| Cynthia Wu | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Maureen Blanc | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Lauren Cramer | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Olana Khan | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Lisa Kleissner | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Cindy Mercer | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Fran Perrin | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Joan Platt | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Darian Swig | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Lisa Wolverton | Member | 10 | $0 | $0 | $0 | $0 | 1 |
2015 · 15 people listed · 1 paid, $227K · 8 employees · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Tracy Parker | President/CEO | 40 | $216,000 | $0 | $10,800 | $226,800 | 1 |
| Kathleen Lorenz | Chariman | 20 | $0 | $0 | $0 | $0 | 1 |
| Elliot Donnelley | Vice Chair | 10 | $0 | $0 | $0 | $0 | 1 |
| Matthew Bowcock | Treasurer | 10 | $0 | $0 | $0 | $0 | 1 |
| Larry Birenbaum | Secretary | 10 | $0 | $0 | $0 | $0 | 2 |
| Maureen Blanc | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Lauren Cramer | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Olana Khan | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Lisa Kleissner | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Cindy Mercer | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Fran Perrin | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Joan Platt | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Darian Swig | Member | 10 | $0 | $0 | $0 | $0 | 2 |
| Lisa Wolverton | Member | 10 | $0 | $0 | $0 | $0 | 1 |
| Cynthia Wu | Member | 10 | $0 | $0 | $0 | $0 | 1 |
2014 · 20 people listed · 2 paid, $405K · 7 employees · 20 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Glen Galaich | Former CEO | 10 | $201,117 | $0 | $10,056 | $211,173 | 2 |
| Tracy Parker | President/CEO | 40 | $185,041 | $0 | $9,252 | $194,293 | 1 |
| Kathleen Lorenz | Chariman | 20 | $0 | $0 | $0 | $0 | 1 |
| Beatrice Holland | Vice Chair | 10 | $0 | $0 | $0 | $0 | 1 |
| Olana Kahn | Vice Chair | 10 | $0 | $0 | $0 | $0 | 1 |
| Lisa Kleissner | Treasurer | 20 | $0 | $0 | $0 | $0 | 2 |
| Larry Birenbaum | Secretary | 10 | $0 | $0 | $0 | $0 | 2 |
| Albert Pace | Director | 10 | $0 | $0 | $0 | $0 | 1 |
| Cindy Mercer | Director | 10 | $0 | $0 | $0 | $0 | 2 |
| Cynthia Wu | Director | 10 | $0 | $0 | $0 | $0 | 1 |
| Darian Swig | Director | 10 | $0 | $0 | $0 | $0 | 2 |
| David Keller | Director | 10 | $0 | $0 | $0 | $0 | 2 |
| Elliot Donnelley | Director | 10 | $0 | $0 | $0 | $0 | 1 |
| Francesca Perrin | Director | 10 | $0 | $0 | $0 | $0 | 1 |
| Joan Platt | Director | 10 | $0 | $0 | $0 | $0 | 2 |
| Juliette Gimon | Director | 10 | $0 | $0 | $0 | $0 | 1 |
| Matthew Bowcock | Director | 10 | $0 | $0 | $0 | $0 | 1 |
| Maureen Blanc | Director | 10 | $0 | $0 | $0 | $0 | 2 |
| Russ Hall | Director | 10 | $0 | $0 | $0 | $0 | 2 |
| Susie Sarlo | Director | 10 | $0 | $0 | $0 | $0 | 2 |
2013 · 6 people listed · 1 paid, $196K · 3 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TRACY MACK | EXECUTIVE DIRECTOR | 40 | $174,996 | $0 | $20,905 | $195,901 | 1 |
| BEATRICE HOLLOND | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM M DIETEL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| BUZZ SCHMIDT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE LORENZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ALBERT PACE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2012 · 6 people listed · 1 paid, $190K · 3 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TRACY MACK | EXECUTIVE DIRECTOR | 40 | $174,996 | $0 | $14,543 | $189,539 | 1 |
| BEATRICE HOLLOND | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM M DIETEL | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| BUZZ SCHMIDT | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KATHERINE LORENZ | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ALBERT PACE | DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
No independent contractors reported.
Paid as a vendor by
Other organizations that listed this one among their highest-paid independent contractors. Contractor lists give no EIN, so these are matched on name and address; check the filing.
| Year | Paid by | Service | Paid | Filing |
|---|---|---|---|---|
| 2024 | THE MIAMI FOUNDATION INC | CONSULTING SERVICES | $375,000 | view vendor page |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2015 · 1 grant to organizations · $776K
2014 · 2 grants to organizations · $500K
Listed grants add up to $499,922; the return's “grants paid” expense line says $1,616,261. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $6,401,532 | $4,983,617 | $1,607,962 | $681,354 | $5,677,010 | $593,621 | $450,583 | 12 | 0 |
| 2023 · Form 990 | ||||||||
| $3,603,903 | $3,978,086 | $260,413 | -$736,561 | $3,403,313 | $225,588 | $469,550 | 12 | 0 |
| 2022 · Form 990 | ||||||||
| $3,416,908 | $4,014,951 | $437,872 | -$362,378 | $3,318,897 | $62,319 | $493,792 | 14 | 0 |
| 2021 · Form 990 | ||||||||
| $3,129,311 | $2,695,366 | $872,513 | $235,665 | $3,114,394 | $15,825 | $466,900 | 11 | 16 |
| 2020 · Form 990 | ||||||||
| $2,507,817 | $2,537,592 | $443,987 | -$198,280 | $2,364,104 | $143,713 | $457,733 | 9 | 12 |
| 2019 · Form 990 | ||||||||
| $2,235,632 | $2,109,852 | $386,108 | -$168,505 | $1,019,368 | $1,149,320 | $450,760 | 7 | 20 |
| 2017 · Form 990 | ||||||||
| $1,423,325 | $1,888,901 | $555,877 | $144,055 | $385,500 | $1,037,200 | $260,000 | 7 | 15 |
| 2016 · Form 990 | ||||||||
| $1,364,417 | $1,894,446 | $940,576 | $609,631 | $281,360 | $1,081,678 | $231,438 | 10 | 15 |
| 2015 · Form 990 | ||||||||
| $3,408,932 | $2,486,611 | $1,496,194 | $1,139,660 | $796,122 | $2,618,014 | $216,000 | 8 | 20 |
| 2014 · Form 990 | ||||||||
| $3,272,343 | $3,723,789 | $745,774 | $221,147 | $1,216,629 | $2,050,148 | $386,158 | 7 | 20 |
| 2013 · Form 990 | ||||||||
| $471,564 | $461,373 | $528,808 | $44,058 | $314,344 | $157,220 | $195,901 | 3 | 5 |
| 2012 · Form 990 | ||||||||
| $560,000 | $570,669 | $137,967 | $31,367 | $400,231 | $159,333 | $189,539 | 3 | 0 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- THE PHILANTHROPY WORKSHOP WEST San Francisco, CA · 1 person in common (Glen Galaich)
Funders of this organization
35 grantors reported grants to this organization, $8,063,954 in all, tax years 2009 to 2025; the 25 largest shown (all 35). Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Total given | Grants | Latest year's amount | Latest year | Years given | Type | Match | Grants |
|---|---|---|---|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING | $3,199,836 | 10 | $1,754,543 | 2024 | 2014-2015, 2017-2024 | DAF sponsor | Exact | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | $1,749,000 | 8 | $609,700 | 2024 | 2016, 2018-2024 | DAF sponsor | Exact | show |
| GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC | $523,500 | 8 | $94,500 | 2024 | 2017-2024 | DAF sponsor | Exact | show |
| SILICON VALLEY COMMUNITY FOUNDATION | $384,000 | 12 | $37,000 | 2024 | 2010, 2012, 2015-2024 | DAF sponsor | Exact | show |
| THE MIAMI FOUNDATION INC | $300,000 | 1 | $300,000 | 2025 | 2025 | DAF sponsor | Exact | show |
| MARIN COMMUNITY FOUNDATION | $251,500 | 8 | $64,000 | 2024 | 2017-2024 | DAF sponsor | Exact | show |
| LOS ALTOS COMMUNITY FOUNDATION | $200,000 | 1 | $200,000 | 2023 | 2023 | DAF sponsor | Exact | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | $186,000 | 4 | $115,000 | 2024 | 2020, 2022-2024 | DAF sponsor | Exact | show |
| IMPACTASSETS INC | $177,000 | 7 | $58,000 | 2023 | 2016-2018, 2020-2023 | DAF sponsor | Exact | show |
| NATIONAL PHILANTHROPIC TR | $112,000 | 3 | $13,000 | 2024 | 2019, 2021, 2024 | DAF sponsor | Exact | show |
| PEW CHARITABLE TRUSTS | $103,000 | 3 | $45,000 | 2023 | 2021-2023 | DAF sponsor | Exact | show |
| SUSTAINABLE SURF | $100,000 | 1 | $100,000 | 2024 | 2024 | Public charity | Exact | show |
| THE COMMUNITY FOUNDATION OF LOUISVILLE INC | $57,000 | 3 | $12,000 | 2024 | 2016, 2020, 2024 | DAF sponsor | Exact | show |
| JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES | $55,250 | 2 | $5,250 | 2020 | 2014, 2020 | DAF sponsor | Exact | show |
| RSF SOCIAL FINANCE INC | $55,000 | 1 | $55,000 | 2024 | 2024 | DAF sponsor | Exact | show |
| SAN FRANCISCO FOUNDATION | $50,000 | 3 | $15,000 | 2023 | 2014, 2019, 2023 | DAF sponsor | Exact | show |
| SARLO FOUNDATION | $50,000 | 2 | $25,000 | 2016 | 2015-2016 | Public charity | Exact | show |
| HUMANITY UNITED ACTION | $50,000 | 1 | $50,000 | 2015 | 2015 | Public charity | Exact | show |
| BOSTON FOUNDATION INC | $49,000 | 4 | $13,000 | 2024 | 2021-2024 | DAF sponsor | Exact | show |
| THE CHICAGO COMMUNITY TRUST | $45,000 | 4 | $15,000 | 2023 | 2020-2023 | DAF sponsor | Exact | show |
| CALIFORNIA COMMUNITY FOUNDATION | $40,000 | 1 | $40,000 | 2009 | 2009 | DAF sponsor | Exact | show |
| ASSETS UNDER MOVEMENT | $39,000 | 2 | $15,000 | 2024 | 2023-2024 | DAF sponsor | Exact | show |
| MORGAN STANLEY GLOBAL IMPACT FUNDING TRUST INC | $37,000 | 2 | $5,000 | 2024 | 2022, 2024 | DAF sponsor | Exact | show |
| AUSTIN COMMUNITY FOUNDATION | $34,000 | 2 | $12,000 | 2024 | 2023-2024 | DAF sponsor | Exact | show |
| MOVEMENT STRATEGY CENTER | $33,720 | 1 | $33,720 | 2024 | 2024 | DAF sponsor | Exact | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. NTEE: the IRS’s code when it lists one, otherwise FURP’s inferred code. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| GLOBAL IMPACT INVESTING NETWORK INC | NY | T50 | $10,530,685 | $12,960,061 | CEO | $404,385 | Same NTEE code T50, revenue within 2x, same state |
| CHIEF EXECUTIVES FOR CORPORATE PURPOSE INC | NY | T50 | $6,054,836 | $5,678,211 | CEO/SECRETARY | $556,056 | Same NTEE code T50, revenue within 2x, same state |
| TAPFOUND INC | NY | T50 | $8,425,690 | $5,217,077 | CHIEF OPERATIONS OFFICER | $212,019 | Same NTEE code T50, revenue within 2x, same state |
| CIVIC NYC FUND INC | NY | T50 | $4,827,803 | $3,537,493 | PRESIDENT | $559,678 | Same NTEE code T50, revenue within 2x, same state |
| GRAPEVINE GIVING FOUNDATION | NY | T50 | $9,282,691 | $9,920,225 | director | $19,200 | Same NTEE code T50, revenue within 2x, same state |
| INTREPID FALLEN HEROES FUND | NY | T50 | $5,884,278 | $15,812,567 | FINANCE OFFICER | $163,783 | Same NTEE code T50, revenue within 2x, same state |
| PHILANTHROPY NEW YORK INC | NY | T50 | $9,017,332 | $8,628,392 | PRESIDENT AND CEO | $328,563 | Same NTEE code T50, revenue within 2x, same state |
| QUEENS COLLEGE SPECIAL PROJECTS FUND INC | NY | T50 | $6,927,678 | $7,323,796 | PRESIDENT | $598,715 | Same NTEE code T50, revenue within 2x, same state |
| FRIENDS OF@RAISING THE VILLAGE INCORPORATED | NY | T50 | $5,036,485 | $8,023,575 | DIRECTOR | $0 | Same NTEE code T50, revenue within 2x, same state |
| WORLDVIEW DEVELOPMENT USA | NY | T50 | $5,898,003 | $5,605,309 | OFFICER | $0 | Same NTEE code T50, revenue within 2x, same state |
| SOVEREIGN MILITARY HOSPITALLER ORDER OF ST JOHN OF JERUSALEM OF | NY | T50 | $7,375,054 | $6,562,046 | EXECUTIVE DIRECTOR (ENDED 09/25) | $228,812 | Same NTEE code T50, revenue within 2x, same state |
| LOEWENBERG FOUNDATION INC | NY | T50 | $4,973,446 | $3,302,351 | TREASURER/DIRECTOR | $0 | Same NTEE code T50, revenue within 2x, same state |
| CHARLES A DANA FDN INC | NY | T50 | $3,373,160 | $15,548,016 | DIRECTOR, PRESIDENT | $656,597 | Same NTEE code T50, revenue within 2x, same state |
| LOPATIN FAMILY FOUNDATION | NY | T50 | $3,266,708 | $2,339,856 | TRUSTEE | $0 | Same NTEE code T50, revenue within 2x, same state |
| LEE AND CYNTHIA VANCE FOUNDATION | NY | T50 | $4,035,329 | $609,842 | TRUSTEE | $0 | Same NTEE code T50, revenue within 2x, same state |
| DEUTSCHE BANK AMERICAS FOUNDATION | NY | T50 | $10,632,804 | $9,408,359 | EXEC DIR, SEC & TREAS | $0 | Same NTEE code T50, revenue within 2x, same state |
| LEONA AND RALPH W KERN FOUNDATION | NY | T50 | $3,309,826 | $824,560 | TRUSTEE, EXECUTIVE DIRECTOR | $0 | Same NTEE code T50, revenue within 2x, same state |
| GLOBAL GENEROSITY INC | TX | T50 | $3,262,139 | $2,874,599 | President/Director | $291,021 | Same NTEE code T50, revenue within 2x |
| NATIONAL CENTER FOR FAMILY PHILANTHROPY INC | DC | T50 | $8,456,659 | $6,663,999 | PRESIDENT AND CEO | $391,068 | Same NTEE code T50, revenue within 2x |
| WTA FOUNDATION INC | FL | T50 | $3,215,072 | $1,305,299 | PRESIDENT | $1,389,463 | Same NTEE code T50, revenue within 2x |
| CHARITY FOR CHANGE INC | FL | T50 | $3,297,441 | $2,969,742 | PRESIDENT/CE | $130,000 | Same NTEE code T50, revenue within 2x |
| BELIZE FUND FOR A SUSTAINABLE FUTURE INC | T50 | $5,503,040 | $5,450,470 | SECRETARY/EXECUTIVE DIRECTOR | $62,294 | Same NTEE code T50, revenue within 2x | |
| ASHGRO INC | DE | T50 | $4,240,415 | $2,672,983 | PRESIDENT AND CHIEF EXECUTIVE OFFICER | $44,675 | Same NTEE code T50, revenue within 2x |
| IMPACT FOUNDATION | ND | T50 | $4,589,669 | $2,737,521 | Executive Director | $121,962 | Same NTEE code T50, revenue within 2x |
| ONESPARTANBURG INC FOUNDATION | SC | T50 | $3,618,676 | $3,832,914 | DIRECTOR | $0 | Same NTEE code T50, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $4,983,617 spent · pay $2,062,023 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,261,446 | $764,436 | $153,897 | $343,113 | 25.3% | |
| Other (as described) | FISCAL SPONS-PROJECT EX | $1,220,847 | $1,220,847 | - | - | 24.5% |
| Pay: officers, directors, trustees, key employees | $450,583 | $273,053 | $54,971 | $122,559 | 9.0% | |
| Payments to affiliates | $404,378 | - | $404,378 | - | 8.1% | |
| Other (as described) | LOGISTICS | $319,221 | $319,221 | - | - | 6.4% |
| Other (as described) | DELIVERY | $280,941 | $280,941 | - | - | 5.6% |
| Fees: other services | $212,543 | $18,464 | $129,397 | $64,682 | 4.3% | |
| Other employee benefits | $164,690 | $99,802 | $20,092 | $44,796 | 3.3% | |
| Payroll taxes | $129,451 | $78,447 | $15,793 | $35,211 | 2.6% | |
| Other (as described) | DONOR ADVISED GRANTS | $114,300 | $114,300 | - | - | 2.3% |
| All other expenses | $100,475 | $67,206 | $32,684 | $585 | 2.0% | |
| Information technology | $83,695 | $50,719 | $10,211 | $22,765 | 1.7% | |
| Occupancy | $65,505 | $39,696 | $7,992 | $17,817 | 1.3% | |
| Pension plan contributions | $55,853 | $33,847 | $6,814 | $15,192 | 1.1% | |
| Travel | $52,581 | $31,864 | $6,415 | $14,302 | 1.1% | |
| Office expenses | $28,777 | $17,756 | $3,051 | $7,970 | 0.6% | |
| Insurance | $22,331 | $13,533 | $2,724 | $6,074 | 0.4% | |
| Fees: accounting | $16,000 | - | $16,000 | - | 0.3% | |
| Total | $4,983,617 | 100% |
2023 · Form 990 · $3,978,086 spent · pay $2,185,418 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,323,253 | $849,528 | $170,700 | $303,025 | 33.3% | |
| Payments to affiliates | $489,972 | $44,150 | $445,822 | - | 12.3% | |
| Other (as described) | DELIVERY | $477,009 | $477,009 | - | - | 12.0% |
| Pay: officers, directors, trustees, key employees | $469,550 | $301,451 | $60,572 | $107,527 | 11.8% | |
| Other employee benefits | $210,318 | $135,024 | $27,131 | $48,163 | 5.3% | |
| Other (as described) | DONATIONS & HONORARIA | $182,319 | $182,319 | - | - | 4.6% |
| Fees: other services | $174,300 | $16,129 | $99,764 | $58,407 | 4.4% | |
| Payroll taxes | $132,274 | $84,920 | $17,063 | $30,291 | 3.3% | |
| Other (as described) | LOGISTICS | $127,873 | $127,873 | - | - | 3.2% |
| Other (as described) | STAFF EXPENSES | $76,649 | $76,649 | - | - | 1.9% |
| Information technology | $72,841 | $46,763 | $9,397 | $16,681 | 1.8% | |
| Pension plan contributions | $50,023 | $32,115 | $6,453 | $11,455 | 1.3% | |
| All other expenses | $44,188 | $1,801 | $41,980 | $407 | 1.1% | |
| Occupancy | $42,815 | $27,487 | $5,523 | $9,805 | 1.1% | |
| Travel | $36,034 | $23,134 | $4,648 | $8,252 | 0.9% | |
| Office expenses | $30,454 | $19,551 | $3,929 | $6,974 | 0.8% | |
| Insurance | $20,737 | - | $20,737 | - | 0.5% | |
| Fees: accounting | $16,569 | - | $16,569 | - | 0.4% | |
| Depreciation and depletion | $908 | - | $908 | - | 0.0% | |
| Total | $3,978,086 | 100% |
2022 · Form 990 · $4,014,951 spent · pay $2,039,987 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,219,838 | $731,903 | $195,174 | $292,761 | 30.4% | |
| Payments to affiliates | $599,339 | $58,964 | $516,790 | $23,585 | 14.9% | |
| Pay: officers, directors, trustees, key employees | $493,792 | $296,275 | $79,007 | $118,510 | 12.3% | |
| Other (as described) | LOGISTICS | $367,863 | $367,863 | - | - | 9.2% |
| Fees: other services | $338,317 | $3,885 | $89,428 | $245,004 | 8.4% | |
| Other (as described) | DELIVERY | $302,999 | $302,999 | - | - | 7.5% |
| Other employee benefits | $180,792 | $108,475 | $28,927 | $43,390 | 4.5% | |
| Payroll taxes | $108,774 | $65,264 | $17,404 | $26,106 | 2.7% | |
| Travel | $89,071 | $53,443 | $14,251 | $21,377 | 2.2% | |
| Occupancy | $86,060 | $51,636 | $13,770 | $20,654 | 2.1% | |
| Information technology | $77,919 | $46,751 | $12,467 | $18,701 | 1.9% | |
| Pension plan contributions | $36,791 | $22,074 | $5,887 | $8,830 | 0.9% | |
| Office expenses | $28,945 | $17,367 | $4,631 | $6,947 | 0.7% | |
| Insurance | $21,483 | - | $21,483 | - | 0.5% | |
| Other (as described) | STAFF EXPENSES | $18,320 | $18,320 | - | - | 0.5% |
| All other expenses | $15,887 | $13,951 | $1,871 | $65 | 0.4% | |
| Fees: accounting | $14,400 | - | $14,400 | - | 0.4% | |
| Other (as described) | FINANCE & BANK CHARGES | $14,361 | - | $14,361 | - | 0.4% |
| Total | $4,014,951 | 100% |
2021 · Form 990 · $2,695,366 spent · pay $1,499,614 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $764,380 | $473,916 | $145,232 | $145,232 | 28.4% | |
| Payments to affiliates | $508,000 | - | $508,000 | - | 18.8% | |
| Pay: officers, directors, trustees, key employees | $466,900 | $289,478 | $88,711 | $88,711 | 17.3% | |
| Fees: other services | $294,717 | $65,481 | $138,037 | $91,199 | 10.9% | |
| Other (as described) | DELIVERY | $155,400 | $155,400 | - | - | 5.8% |
| Other employee benefits | $140,820 | $87,308 | $26,756 | $26,756 | 5.2% | |
| Payroll taxes | $96,395 | $59,765 | $18,315 | $18,315 | 3.6% | |
| Occupancy | $85,659 | $53,109 | $16,275 | $16,275 | 3.2% | |
| Information technology | $50,032 | $31,020 | $9,506 | $9,506 | 1.9% | |
| Pension plan contributions | $31,119 | $19,293 | $5,913 | $5,913 | 1.2% | |
| Insurance | $23,461 | - | $23,461 | - | 0.9% | |
| Other (as described) | LOGISTICS | $18,170 | $18,170 | - | - | 0.7% |
| Fees: accounting | $15,900 | - | $15,900 | - | 0.6% | |
| Office expenses | $13,023 | $5,834 | $5,401 | $1,788 | 0.5% | |
| Travel | $12,485 | - | $12,485 | - | 0.5% | |
| Other (as described) | HONORARIA | $10,464 | $10,464 | - | - | 0.4% |
| Other (as described) | TELECOMS | $6,983 | $4,329 | $1,327 | $1,327 | 0.3% |
| All other expenses | $1,396 | $47 | $1,349 | - | 0.1% | |
| Advertising and promotion | $62 | - | - | $62 | 0.0% | |
| Total | $2,695,366 | 100% |
2020 · Form 990 · $2,537,592 spent · pay $1,215,591 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $578,718 | $289,359 | $98,382 | $190,977 | 22.8% | |
| Pay: officers, directors, trustees, key employees | $457,733 | $228,866 | $77,815 | $151,052 | 18.0% | |
| Other (as described) | LOGISTICS | $427,259 | $427,259 | - | - | 16.8% |
| Payments to affiliates | $335,000 | - | $335,000 | - | 13.2% | |
| Other (as described) | DELIVERY | $193,314 | $193,314 | - | - | 7.6% |
| Fees: other services | $163,923 | $105,862 | $58,061 | - | 6.5% | |
| Other employee benefits | $97,730 | $49,548 | $16,845 | $31,337 | 3.9% | |
| Occupancy | $71,528 | $35,764 | $12,160 | $23,604 | 2.8% | |
| Payroll taxes | $67,122 | $33,561 | $11,411 | $22,150 | 2.6% | |
| Information technology | $33,958 | $16,979 | $5,773 | $11,206 | 1.3% | |
| Insurance | $23,271 | - | $23,271 | - | 0.9% | |
| Advertising and promotion | $17,000 | - | - | $17,000 | 0.7% | |
| Office expenses | $15,585 | $7,945 | $2,396 | $5,244 | 0.6% | |
| Fees: accounting | $14,375 | - | $14,375 | - | 0.6% | |
| Pension plan contributions | $14,288 | $7,143 | $2,429 | $4,716 | 0.6% | |
| Other (as described) | STAFF EXPENSES | $10,863 | $10,863 | - | - | 0.4% |
| All other expenses | $6,976 | $6,024 | $952 | - | 0.3% | |
| Other (as described) | TELECOMS | $6,302 | $3,151 | $1,071 | $2,080 | 0.2% |
| Travel | $2,647 | - | $2,647 | - | 0.1% | |
| Total | $2,537,592 | 100% |
2019 · Form 990 · $2,109,852 spent · pay $837,837 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Travel | $579,686 | $447,654 | $132,032 | - | 27.5% | |
| Pay: officers, directors, trustees, key employees | $450,760 | $338,070 | $112,690 | - | 21.4% | |
| Fees: other services | $347,325 | $262,998 | $84,327 | - | 16.5% | |
| Other salaries and wages | $256,182 | $192,136 | $64,046 | - | 12.1% | |
| Payments to affiliates | $110,000 | $82,500 | $27,500 | - | 5.2% | |
| Occupancy | $97,396 | $76,828 | $20,568 | - | 4.6% | |
| Other employee benefits | $73,898 | $55,423 | $18,475 | - | 3.5% | |
| Payroll taxes | $44,672 | $33,504 | $11,168 | - | 2.1% | |
| Other (as described) | Honoraria | $42,370 | $33,481 | $8,889 | - | 2.0% |
| Information technology | $29,944 | $22,458 | $7,486 | - | 1.4% | |
| Other (as described) | Other expenses | $20,282 | $15,389 | $4,893 | - | 1.0% |
| Other (as described) | Supplies | $17,614 | $14,653 | $2,961 | - | 0.8% |
| Fees: accounting | $14,375 | - | $14,375 | - | 0.7% | |
| Pension plan contributions | $12,325 | $9,244 | $3,081 | - | 0.6% | |
| Insurance | $9,217 | $6,913 | $2,304 | - | 0.4% | |
| Other (as described) | Bank and Credit Card Fe | $3,298 | $2,443 | $855 | - | 0.2% |
| Depreciation and depletion | $508 | $381 | $127 | - | 0.0% | |
| Total | $2,109,852 | 100% |
2017 · Form 990 · $1,888,901 spent · pay $650,864 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Payments to affiliates | $555,539 | $555,539 | - | - | 29.4% | |
| Fees: other services | $322,489 | $112,406 | $210,083 | - | 17.1% | |
| Other salaries and wages | $293,132 | $170,576 | $122,556 | - | 15.5% | |
| Pay: officers, directors, trustees, key employees | $260,000 | $135,200 | $124,800 | - | 13.8% | |
| Travel | $178,356 | $157,160 | $21,196 | - | 9.4% | |
| Occupancy | $116,672 | $3,247 | $113,425 | - | 6.2% | |
| Other employee benefits | $55,598 | $30,430 | $25,168 | - | 2.9% | |
| Payroll taxes | $30,694 | $17,084 | $13,610 | - | 1.6% | |
| Other (as described) | Donations | $23,100 | $23,100 | - | - | 1.2% |
| Other (as described) | Supplies | $19,599 | $9,868 | $9,731 | - | 1.0% |
| Insurance | $14,462 | - | $14,462 | - | 0.8% | |
| Pension plan contributions | $11,440 | $6,407 | $5,033 | - | 0.6% | |
| Advertising and promotion | $3,805 | - | $3,805 | - | 0.2% | |
| Fees: accounting | $2,798 | - | $2,798 | - | 0.1% | |
| Depreciation and depletion | $1,217 | - | $1,217 | - | 0.1% | |
| Total | $1,888,901 | 100% |
2016 · Form 990 · $1,894,446 spent · pay $757,487 · grants $0 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $391,920 | $291,669 | $100,251 | - | 20.7% | |
| Payments to affiliates | $334,536 | $134,536 | $200,000 | - | 17.7% | |
| Travel | $259,872 | $220,794 | $39,078 | - | 13.7% | |
| Pay: officers, directors, trustees, key employees | $231,438 | $131,920 | $99,518 | - | 12.2% | |
| Fees: other services | $227,521 | $136,470 | $91,051 | - | 12.0% | |
| Occupancy | $164,582 | $25,057 | $139,525 | - | 8.7% | |
| Other employee benefits | $64,262 | $40,681 | $23,581 | - | 3.4% | |
| Fees: accounting | $59,477 | - | $59,477 | - | 3.1% | |
| Payroll taxes | $44,925 | $30,160 | $14,765 | - | 2.4% | |
| Pension plan contributions | $24,942 | $16,465 | $8,477 | - | 1.3% | |
| Insurance | $24,397 | - | $24,397 | - | 1.3% | |
| Other (as described) | Supplies | $22,549 | $15,046 | $7,503 | - | 1.2% |
| Advertising and promotion | $20,898 | - | $20,898 | - | 1.1% | |
| Other (as described) | Donations | $15,899 | $15,899 | - | - | 0.8% |
| Other (as described) | Bank and Credit Card Fe | $4,256 | $171 | $4,085 | - | 0.2% |
| Depreciation and depletion | $2,972 | - | $2,972 | - | 0.2% | |
| Total | $1,894,446 | 100% |
2015 · Form 990 · $2,486,611 spent · pay $705,505 · grants $776,304 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $776,304 | $776,304 | - | - | 31.2% | |
| Other salaries and wages | $341,124 | $291,884 | $49,240 | - | 13.7% | |
| Occupancy | $274,152 | $119,250 | $154,902 | - | 11.0% | |
| Fees: other services | $250,199 | $152,529 | $97,670 | - | 10.1% | |
| Pay: officers, directors, trustees, key employees | $216,000 | $177,120 | $38,880 | - | 8.7% | |
| Payments to affiliates | $200,000 | $26,143 | $173,857 | - | 8.0% | |
| Travel | $92,385 | $87,567 | $4,818 | - | 3.7% | |
| Fees: accounting | $88,749 | - | $88,749 | - | 3.6% | |
| Other employee benefits | $87,131 | $66,922 | $20,209 | - | 3.5% | |
| Payroll taxes | $35,389 | $29,725 | $5,664 | - | 1.4% | |
| Other (as described) | Donations | $32,808 | $32,714 | $94 | - | 1.3% |
| Pension plan contributions | $25,861 | $21,570 | $4,291 | - | 1.0% | |
| Other (as described) | Supplies | $22,123 | $17,518 | $4,605 | - | 0.9% |
| Insurance | $17,621 | $3,367 | $14,254 | - | 0.7% | |
| Other (as described) | Professional dues | $16,542 | $5,113 | $11,429 | - | 0.7% |
| Depreciation and depletion | $4,883 | - | $4,883 | - | 0.2% | |
| Fees: legal | $2,608 | - | $2,608 | - | 0.1% | |
| Other (as described) | Bank and Credit Card Fe | $2,071 | $2,071 | - | - | 0.1% |
| Advertising and promotion | $661 | $96 | $565 | - | 0.0% | |
| Total | $2,486,611 | 100% |
2014 · Form 990 · $3,723,789 spent · pay $981,997 · grants $1,616,261 · events $0
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,418,018 | $1,418,018 | - | - | 38.1% | |
| Occupancy | $450,762 | $270,223 | $180,539 | - | 12.1% | |
| Other salaries and wages | $410,948 | $335,006 | $75,942 | - | 11.0% | |
| Pay: officers, directors, trustees, key employees | $386,158 | $314,797 | $71,361 | - | 10.4% | |
| Travel | $286,787 | $287,271 | -$484 | - | 7.7% | |
| Grants outside the US | $198,243 | $198,243 | - | - | 5.3% | |
| Fees: other services | $155,707 | $107,157 | $48,550 | - | 4.2% | |
| Other employee benefits | $97,285 | $79,331 | $17,954 | - | 2.6% | |
| Fees: accounting | $69,376 | - | $69,376 | - | 1.9% | |
| Payroll taxes | $54,132 | $44,129 | $10,003 | - | 1.5% | |
| Advertising and promotion | $50,084 | $50,004 | $80 | - | 1.3% | |
| Other (as described) | Supplies | $41,383 | $38,539 | $2,844 | - | 1.1% |
| Pension plan contributions | $33,474 | $27,288 | $6,186 | - | 0.9% | |
| Other (as described) | Donations | $27,746 | $26,266 | $1,480 | - | 0.7% |
| Insurance | $18,264 | $3,739 | $14,525 | - | 0.5% | |
| Depreciation and depletion | $7,657 | - | $7,657 | - | 0.2% | |
| Fees: legal | $7,014 | - | $7,014 | - | 0.2% | |
| Other (as described) | Payroll administration | $4,447 | $3,625 | $822 | - | 0.1% |
| Other (as described) | Bank and Credit Card Fe | $3,376 | $2,142 | $1,234 | - | 0.1% |
| All other expenses | $2,928 | $1,012 | $1,916 | - | 0.1% | |
| Total | $3,723,789 | 100% |
2013 · Form 990 · $461,373 spent · pay $272,061 · grants $0 · events $8,515
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $195,901 | $162,598 | $23,508 | $9,795 | 42.5% | |
| Travel | $70,120 | $34,525 | $35,595 | - | 15.2% | |
| Other salaries and wages | $52,478 | $43,557 | $6,297 | $2,624 | 11.4% | |
| Occupancy | $44,852 | $37,227 | $5,382 | $2,243 | 9.7% | |
| Payroll taxes | $14,188 | $11,776 | $1,703 | $709 | 3.1% | |
| Other (as described) | PHILANTHROPY WORKSHOP | $14,112 | $14,112 | - | - | 3.1% |
| Fees: other services | $12,100 | $12,100 | - | - | 2.6% | |
| Fees: accounting | $12,000 | - | $12,000 | - | 2.6% | |
| Other (as described) | MISCELLANEOUS | $11,179 | $7,035 | $3,853 | $291 | 2.4% |
| Other (as described) | TELEPHONE | $9,081 | $7,537 | $1,090 | $454 | 2.0% |
| Conferences, conventions and meetings | $8,515 | $7,067 | $1,022 | $426 | 1.8% | |
| Other employee benefits | $8,382 | $6,932 | $1,003 | $447 | 1.8% | |
| Insurance | $6,528 | - | $6,528 | - | 1.4% | |
| Pension plan contributions | $1,112 | $923 | $133 | $56 | 0.2% | |
| Fees: legal | $825 | - | $825 | - | 0.2% | |
| Total | $461,373 | 100% |
2012 · Form 990 · $570,669 spent · pay $311,256 · grants $50,000 · events $232
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $189,539 | $161,108 | $18,954 | $9,477 | 33.2% | |
| Other salaries and wages | $79,344 | $64,350 | $13,156 | $1,838 | 13.9% | |
| Travel | $63,745 | $31,873 | $31,872 | - | 11.2% | |
| Grants outside the US | $50,000 | $50,000 | - | - | 8.8% | |
| Other (as described) | PHILANTHROPY WORKSHOP | $41,247 | $41,247 | - | - | 7.2% |
| Occupancy | $39,600 | $32,868 | $4,752 | $1,980 | 6.9% | |
| Office expenses | $23,437 | $15,612 | $7,011 | $814 | 4.1% | |
| Other employee benefits | $21,980 | $17,826 | $3,645 | $509 | 3.9% | |
| Fees: other services | $18,117 | $18,117 | - | - | 3.2% | |
| Payroll taxes | $16,276 | $11,719 | $913 | $3,644 | 2.9% | |
| Fees: accounting | $12,000 | - | $12,000 | - | 2.1% | |
| Insurance | $6,157 | - | $6,157 | - | 1.1% | |
| Pension plan contributions | $4,117 | $3,339 | $683 | $95 | 0.7% | |
| Other (as described) | INTERN | $1,530 | $765 | $765 | - | 0.3% |
| Information technology | $1,406 | $1,167 | $169 | $70 | 0.2% | |
| Other (as described) | MISCELLANEOUS | $1,117 | $926 | $135 | $56 | 0.2% |
| Fees: legal | $825 | - | $825 | - | 0.1% | |
| Conferences, conventions and meetings | $232 | $192 | $28 | $12 | 0.0% | |
| Total | $570,669 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2019 · Form 990 | ||||||||
| Yes | - | - | - | - | - | - | - | - |
| 2017 · Form 990 | ||||||||
| Yes | - | - | - | - | - | - | - | - |
| 2016 · Form 990 | ||||||||
| Yes | - | - | - | - | - | - | - | - |
| 2015 · Form 990 | ||||||||
| Yes | - | - | - | - | 1 | $780,712 | $776,304 | $171,404 |
| 2014 · Form 990 | ||||||||
| Yes | - | - | - | - | 1 | $1,197,892 | $1,616,261 | $166,966 |
State business registration
- THE PHILANTHROPY WORKSHOP NY, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Trademarks
3 US trademarks, 2 live.
- FORWARD GLOBAL 3 marks FUZZY low confidence: same name (legal endings aside), one of each nationally
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| INCYBER | 79434949 | 2025-09-04 | Abandoned | TRTDXFAP, file of 2026-09-02 |
| FORWARD RISK | 79387997 | 2023-12-13 | Registered | TRTDXFAP, file of 2026-09-11 |
| FORWARD GLOBAL | 79383279 | 2023-06-21 | Registered | TRTDXFAP, file of 2026-04-04 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | THE PHILANTHROPY WORKSHOP | NY | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
Comments