2023-10-28T18:01:26-05:00 2022-12-31 271433452 CRADY PUCA & ASSOCIATES 6140 S GUN CLUB RD STE K6-281 AURORA CO 80016 990 2022-01-01 710947313 PHILANTHROPY COLORADO COLO 7208427209 5855 WADSWORTH BYPASS A ARVADA CO 80003 JOANNE KELLEY CHIEF EXECUTIVE OFFICER 7208427209 2023-10-26 1 JOANNE KELLEY 999009999 0 LAURA M PUCA P01067688 7203189964 2023-10-18 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z JOANNE KELLEY 5855 WADSWORTH BYPASS A ARVADA CO 80003 693444 0 X WWW.PHILANTHROPYCOLORADO.ORG X 2003 CO TO STRENGTHEN COLORADO COMMUNITIES BY BRINGING PEOPLE, INFORMATION AND RESOURCES TOGETHER. OUR ACTIVITIES FOCUS ON EDUCATION AND TRAINING, LEARNING NETWORKS AND ADVOCACY WITH THE OVERALL AIM OF LEADING AND SERVING THE DIVERSE AND DYNAMIC PHILANTHROPIC SECTOR THAT SUPPORTS NONPROFITS AND COMMUNITIES THROUGHOUT COLORADO. 14 14 6 14 0 0 704480 373455 239678 316264 10784 3725 0 0 954942 693444 0 0 0 0 421976 597555 0 0 10468 151503 123187 573479 720742 381463 -27298 1084843 1081187 124568 161860 960275 919327 X PHILANTHROPY COLORADO IS A NONPROFIT MEMBERSHIP ASSOCIATION FOR GRANTMAKERS THROUGHOUT THE STATE. ITS MISSION IS STRENGTHEN COLORADO COMMUNITIES BY BRINGING PEOPLE, INFORMATION AND RESOURCES TOGETHER. 0 0 585785 316264 HIGHLIGHTS FROM 2022:- CREATED SEVERAL DOZEN FORUMS AND SPACES FOR MEMBERS TO MEET VIRTUALLY OR IN PERSON TO SHARE AND LEARN ABOUT A BROAD RANGE OF ISSUES: ADVOCACY, RURAL BROADBAND, HOUSING AFFORDABILITY, CLIMATE ACTION, DISASTER RESILIENCE, EARLY CHILDHOOD EDUCATION, LGBTQ+ VIOLENCE AND HATE, PARTICIPATORY PHILANTHROPY, DATA-DRIVEN GRANTMAKING, ADVANCING DIVERSITY IN THE PHILANTHROPY PIPELINE, IMPACT INVESTING, PANDEMIC ISSUES, RACIAL EQUITY, FEDERAL RELIEF FUNDING, COMMUNITY NEWS, ARTS AND CULTURE, CYBERSECURITY, NEW EMPLOYMENT POLICIES, BEHAVIORAL HEALTH AND MORE; - COMPLETED SECOND YEAR OF STRATEGIC EQUITY ROADMAP, INCORPORATING AN EVOLVING EQUITY LENS INTO EXTERNAL PROGRAM PLANNING AND TRACKING ALL PROGRAMS AND PEER GROUPS TO ENSURE THAT DIVERSE VOICES, SPEAKERS, TOPICS AND ISSUES ARE INCLUDED;- LAUNCHED EQUITY SECTION ON OUR WEBSITE INCLUDING INFORMATION ON OUR COMMITMENT TO A CULTURE OF BELONGING, EXAMPLES OF MEMBER ACTIONS, SELF-GUIDED DISCOVERY AND LEARNING MATERIALS, AND OTHER RESOURCES AND ORGANIZATIONS IN THE FIELD; ESTABLISHED EQUITY COMMITTEE MADE UP OF REPRESENTATIVES OF BOARD AND MEMBERSHIP TO HELP GUIDE OUR WORK IN THIS AREA;- ADDED TWO NEW PEER NETWORKS (FOUNDATION FINANCE AND PUBLIC POLICY) TO OUR DOZEN+ LEARNING COMMUNITIES MEETING AT LEAST QUARTERLY TO EXCHANGE INFORMATION, STAY ABREAST OF TRENDS AND BUILD EXPERTISE IN PRIORITY AREAS OR PROFESSIONAL ROLES;- CEO FORUMS INCLUDED RECEPTION WITH GOV. JARED POLIS AT THE GOVERNOR'S MANSION AND A MIX OF VIRTUAL AND IN-PERSON CONVERSATIONS ABOUT TOP-OF-MIND ISSUES FOR LEADERS OF OUR MEMBER ORGANIZATIONS;- FOR THE FOURTH CONSECUTIVE YEAR, OUR DIRECTOR OF RURAL AND STATEWIDE NETWORKS WORKED WITH STATEWIDE AND REGIONALLY FOCUSED FUNDERS ON LEARNING EXCHANGES AND OPPORTUNITIES FOR COLLABORATION IN DIVERSE REGIONS ACROSS RURAL COLORADO, INCLUDING A MULTI-DAY VISIT TO THE SAN LUIS VALLEY AND AN EMERGING COHORT OF FUNDERS LOOKING TO WORK TOGETHER IN THE REGION; - EXTENDED PARTNERSHIP WITH TRUST-BASED PHILANTHROPY PROJECT TO COLLABORATE ON MULTI-PART WEBINARS TO A LARGE COHORT OF PHILANTHROPY COLORADO MEMBERS, WHILE CONTINUING OUR PARTNERSHIP WITH ABFE TO OFFER FOUR HALF- AND FULL-DAY TRAINING OPPORTUNITIES TO FOUNDATION STAFF AND TRUSTEES ON ADVANCING RACIAL EQUITY THROUGH GRANTMAKING;- CONTINUED CAPACITY-BUILDING CAMPAIGN TO MATCH CHALLENGE GRANT THAT HAS ENABLED US TO MAINTAIN ADDITIONAL STAFF AND RESOURCES TO HELP US ACTIVELY LEAD AND SERVE THE FIELD OF PHILANTHROPY IN COLORADO;- ACHIEVED RECORD MEMBERSHIP LEVELS AND STRONG RETENTION OF CURRENT AND LONG-TIME MEMBERS AND LAUNCHED MEMBER ENGAGEMENT STRATEGY. 585785 1 1 0 1 0 0 0 0 0 1 1 1 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 4 0 6 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 0 0 0 1 1 1 1 1 1 1 0 0 X X X THE ORGANIZATION 7208427209 5855 WADSWORTH BYPASS A ARVADA CO 80003 GARY STEUER CHAIR 2.00 X X 0 0 0 KATIE KRAMER DIRECTOR 1.00 X 0 0 0 VIRGINIA ROMANO DIRECTOR 1.00 X 0 0 0 TARIANA NAVAS-NIEVES VICE CHAIR 1.00 X X 0 0 0 MEGAN LEDIN SECRETARY 1.00 X X 0 0 0 KRISTI PETRIE DIRECTOR 1.00 X 0 0 0 LADAWN SULLIVAN TREASURER 1.00 X X 0 0 0 RENEE FERRUFINO DIRECTOR 1.00 X 0 0 0 ELLEN SANDBERG DIRECTOR 1.00 X 0 0 0 TATIANA HERNANDEZ DIRECTOR 1.00 X 0 0 0 RAYMAEL BLACKWELL DIRECTOR 1.00 X 0 0 0 MORRIS PRICE DIRECTOR 1.00 X 0 0 0 JOANNE KELLEY CHIEF EXECUTIVE OFFICER 40.00 X 127500 0 8925 127500 0 8925 1 0 0 0 0 373455 373455 MEMBERSHIP DUES 611710 283319 283319 PROGRAM FEES 611710 32945 32945 316264 3725 3725 693444 316264 0 3725 127500 118575 5100 3825 340588 291962 46912 1714 32766 23489 8960 317 61572 46529 14414 629 35129 29709 5014 406 13050 13050 4085 326 3759 237 237 5864 1753 4108 3 20250 12631 5004 2615 2809 1535 1274 14582 12832 1604 146 4423 3162 1225 36 MEMBER MEETINGS 30568 30129 439 PROFESSIONAL DEVELOPMEN 16201 3887 12314 DUES & SUBSCRIPTIONS 11118 9266 1075 777 720742 585785 124489 10468 176244 285062 812992 614548 110020 7078 7758 55385 46948 17704 8437 70825 55362 1084843 1081187 25243 23070 99325 138790 124568 161860 X 856194 778945 104081 140382 960275 919327 1084843 1081187 -27298 -13650 0 X X 1 X 0 1 0 X 457885 355288 520703 929269 656774 2919919 457885 355288 520703 929269 656774 2919919 602055 2317864 7567 5285 2169 10784 3725 29530 2949449 162047 0.78590 0.76430 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3999 3999 716743 720742 133111 33278 0 0 96934 82292 100451 133111 412788 619182 9218 4197 4035 3999 21449 24234 20573 25113 33278 103198 154797 PART I-A, LINE 1 MUCH OF OUR LOBBYING ACTIVITY FOCUSED ON URGING CONGRESS TO ENSURE CHARITABLE NONPROFITS ARE SUPPORTED AND RECEIVE CRITICAL RELIEF IN LEGISLATIVE AID PACKAGES. PHILANTHROPY COLORADO ALSO WORKED TO PUSH FOR STRONGER CHARITABLE GIVING INCENTIVES. 70825 -12093 3370 55362 67924 6045 3144 70825 63463 7480 3019 67924 57297 9031 2865 63463 50000 10000 -2703 57297 1.00000 1 0 55385 46948 8437 8437 BENEFICIAL INTEREST IN ASSETS HELD BY OTHERS 55362 F 55362 X PART V, LINE 4: TO SUPPORT THE GENERAL OPERATIONS AND PROGRAMS OF THE ORGANIZATION. PART X, LINE 2: THE ORGANIZATION IS NO LONGER SUBJECT TO U.S. FEDERAL TAX AUDITS ON ITS FORM 990 BY TAXING AUTHORITIES FOR FISCAL YEARS ENDING PRIOR TO DECEMBER 31, 2019. THE YEARS SUBSEQUENT TO THIS YEAR CONTAIN MATTERS THAT COULD BE SUBJECT TO DIFFERING INTERPRETATIONS OF APPLICABLE TAX LAWS AND REGULATIONS. ALTHOUGH THE OUTCOME OF TAX AUDITS IS UNCERTAIN, THE ORGANIZATION BELIEVES NO ISSUES WOULD ARISE. FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION'S MEMBERS ARE PRIVATE,FAMILY AND COMMUNITY FOUNDATIONS, BUSINESSES AND CORPORATE FOUNDATIONS, FEDERATED FUNDS AND WORKPLACE GIVING PROGRAMS, GOVERNMENT AGENCIES, DONOR-ADVISED FUNDS, INDIVIDUAL PHILANTHROPISTS, AND THOSE WHO ADVISE AND CONSULT WITH THE FIELD. FORM 990, PART VI, SECTION A, LINE 7A OFFICERS AND DIRECTORS ARE ELECTED BY THE MEMBERSHIP. FORM 990, PART VI, SECTION A, LINE 7B THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS AND THE BYLAWS GIVE THE BOARD OF DIRECTORS THE AUTHORITY TO MANAGE THE AFFAIRS OF THE CORPORATION. FORM 990, PART VI, SECTION A, LINE 8B ALL COMMITTEES ARE ADVISORY COMMITTEES TO THE BOARD OF DIRECTORS AND DO NOT ACT ON BEHALF OF THE GOVERNING BODY. FORM 990, PART VI, SECTION B, LINE 11B FORM 990 WAS REVIEWED BY BOARD MEMBERS PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD OF DIRECTORS ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO SIGN AND SUBMIT A DISCLOSURE STATEMENT INDICATING THEY HAVE RECEIVED, READ, AND UNDERSTAND THE POLICY AND AGREE TO DISCLOSE ANY PERSONAL INTEREST IN ANY MATTER PENDING BEFORE THE BOARD EITHER WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION OR AS PART OF A PERIODIC PROCEDURE TO BE ESTABLISHED BY THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S ANNUAL SALARY INCLUDED OBTAINING COMPARABLE SALARY DATA. FORM 990, PART VI, SECTION C, LINE 18 AVAILABLE UPON REQUEST. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS AVAILABLE UPON REQUEST, AND ORGANIZATION'S BYLAWS ARE AVAILABLE ON ITS WEBSITE. FINANCIAL INFORMATION IS PROVIDED TO THE MEMBERS ANNUALLY.