2023-11-14T17:37:10-06:00 2022-12-31 260794367 UHY ADVISORS MID-ATLANTIC MD INC 8601 ROBERT FULTON DRIVE SUITE 210 COLUMBIA MD 21046 990 2022-01-01 522055016 NATIONAL CENTER FOR FAMILY PHILANTHROPY INC NATI 2022933424 1667 K STREET NW 550 WASHINGTON DC 20006 NICHOLAS A TEDESCO PRESIDENT AND CEO 2022933424 2023-11-13 1 NICHOLAS TEDESCO 999009999 1 KATSIARYNA VASILIEV P02167272 4107205220 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z NICHOLAS A TEDESCO 1667 K STREET NW 550 WASHINGTON DC 20006 6217731 0 X NCFP.ORG X 1997 DC NCFP CATALYZES THE POTENTIAL OF PHILANTHROPIC FAMILIES TO ACHIEVE GREATER IMPACT WITH THEIR GIVING BY ELEVATING A BOLD VISION FOR FAMILY PHILANTHROPY; EQUIPPING FAMILY PHILANTHROPIES WITH COMMUNITY, SUPPORT, AND RESOURCES; AND ACTIVATING A NETWORK OF PHILANTHROPIC FAMILIES. 16 16 23 291 0 0 7599461 4160974 506883 1682414 653 -8221 1747 47986 8108744 5883153 0 0 0 0 1823822 2428385 0 0 541627 2084301 3134179 3908123 5562564 4200621 320589 7834627 8365097 712433 922314 7122194 7442783 NCFP CATALYZES THE POTENTIAL OF PHILANTHROPIC FAMILIES TO ACHIEVE GREATER IMPACT WITH THEIR GIVING BY ELEVATING A BOLD VISION FOR FAMILY PHILANTHROPY; EQUIPPING FAMILY PHILANTHROPIES WITH COMMUNITY, SUPPORT, AND RESOURCES; AND ACTIVATING A NETWORK OF PHILANTHROPIC FAMILIES. 0 0 1712562 1476098 EDUCATION AND EVENTS - NCFP OFFERS A RANGE OF PROGRAMS TO FOSTER LEARNING FOR PHILANTHROPIC FAMILIES. PROGRAMS ARE ROOTED IN A FAMILY GIVING LIFECYCLE THAT PROVIDES ONRAMPS FOR FAMILIES TO BEGIN PLANNING, LEARNING, AND ACCESSING CUSTOM SUPPORT AND RESOURCES. EDUCATION AND EVENTS INCLUDE FUNDAMENTALS OF FAMILY PHILANTHROPY WEBINAR SERIES; PEER NETWORKS FOCUSED ON A PARTICULAR GROUP, POPULATION, OR TOPIC; LEARNING AND ACTION COHORTS DEDICATED TO DEEP SHARED LEARNING ABOUT A SPECIFIC CONCEPT IN FAMILY PHILANTHROPY; CONFERENCES (INCLUDING THE NATIONAL FORUM ON FAMILY PHILANTHROPY) WORKSHOPS, SMALL GROUP CONVERSATIONS, AND RETREATS. 1439327 206316 OUTREACH, NETWORK BUILDING, MARKETING, AND CONSULTING SERVICES - A CORNERSTONE OF NCFP PROGRAMMING IS THE BUILT-IN OPPORTUNITY FOR NETWORKING AND PEER ENGAGEMENT, PROVIDING IN PERSON AND VIRTUAL PLATFORMS FOR FAMILY PHILANTHROPY DONORS AND THOSE WHO WORK WITH THEM TO ENGAGE AND DISCUSS THEIR EXPERIENCES AND SHARE LEARNINGS WITH A BROADER, PEER-BASED AUDIENCE. NCFP PROVIDES CUSTOM CONSULTING AND PRESENTATION SUPPORT TO PHILANTHROPIC FAMILIES ON ISSUES INCLUDING BUT NOT LIMITED TO PURPOSE, GOVERNANCE, SUCCESSION, LEGACY, AND NEXT GENERATION ENGAGEMENT, AS WELL AS REFERRALS TO STAFF-SCREENED CONSULTANTS AND ADVISORS. 656655 PROGRAM DELIVERY AND SUPPORT - NCFP DEVELOPS TOOLS AND KNOWLEDGE THAT IS USED ACROSS ALL PROGRAM PLATFORMS. THIS INCLUDES RESEARCH AND INFORMATION SERVICES TO ADVANCE THE PRACTICE OF EFFECTIVE FAMILY PHILANTHROPY BY SHARING SECTOR TRENDS, CASE STUDIES, RESOURCES AND EXPERTISE. NCFP'S KNOWLEDGE CENTER IS HOME TO HUNDREDS OF FAMILY PHILANTHROPY RESOURCES ON TOPICS SPANNING THE FULL SPECTRUM OF THE FAMILY GIVING LIFECYCLE. THE KNOWLEDGE CENTER ALSO CONTAINS CONTENT COLLECTIONS, POLICY CENTRAL, AN EMBEDDABLE SEARCH TOOL, AND MORE WHICH CURATE THE BEST RESOURCES ON TRENDS AND TOPICS IN FAMILY PHILANTHROPY. 3808544 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 41 0 1 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 CA NY CT WA CO DC FL IL MI MS PA TN X X NICHOLAS TEDESCO 2022933424 1667 K STREET NW SUITE 550 WASHINGTON DC 20006 KELLY NOWLIN CHAIR 1.00 X X 0 0 0 ASHLEY BLANCHARD VICE CHAIR 1.00 X X 0 0 0 ERIN HOGAN SECRETARY 1.00 X X 0 0 0 DAVID WEITNAUER TREASURER 1.00 X X 0 0 0 KARA INAE CARLISLE DIRECTOR 1.00 X 0 0 0 CARMELA CASTELLANO-GARCIA DIRECTOR 1.00 X 0 0 0 DAVID DANIELS DIRECTOR 1.00 X 0 0 0 STEPHANIE ELLIS-SMITH DIRECTOR 1.00 X 0 0 0 ADAM GROWALD DIRECTOR 1.00 X 0 0 0 KIMBERLY MYERS HEWLETT DIRECTOR 1.00 X 0 0 0 JAIMIE MAYER DIRECTOR 1.00 X 0 0 0 MICHAEL MEADOWS DIRECTOR 1.00 X 0 0 0 ELIZABETH CARLOCK PHILLIPS DIRECTOR 1.00 X 0 0 0 VASER SEYDEL DIRECTOR 1.00 X 0 0 0 KIMBERLY DASHER TRAPP DIRECTOR 1.00 X 0 0 0 JUNE WILSON DIRECTOR 1.00 X 0 0 0 MIKI AKIMOTO CHIEF IMPACT OFFICER 35.00 X 175486 0 19947 NICK A TEDESCO CEO 35.00 X 300005 0 23663 DIANA HEATH COO 20.00 X 102283 0 4731 JASON BORN SENIOR DIRECTOR, KNOWLEDGE 34.00 X 165216 0 8169 VIRGINIA M ESPOSITO SENIOR ADVISOR 20.00 X 197654 0 9796 EMERALD ADEYEMI DIRECTOR OF GROWTH & ENGAGEMENT 33.00 X 135464 0 10648 DARIA TEUTONICO PROGRAM DIRECTOR 30.00 X 104943 0 1535 TOKIA DAY DIRECTOR - THRU 05/13/22 35.00 X 47044 0 1723 1228095 0 80212 7 1 1 0 JEFFREY AARON JACOBS 1203 SOUTHWEST HIGGINS AVE MISSOULA MT 59803 CONSULTING 212095 LEVERAGE PHILANTHROPIC PARTNERS LLC 328 W 19TH STREET NEW YORK NY 10011 CONSULTING 150000 PANORAMA GLOBAL 2101 4TH AVE SEATTLE WA 98121 CONSULTING 125000 CASPIAN AGENCY 1338 S FOOTHILL DR SALT LAKE CITY UT 84108 CONSULTING 116315 JAMES CAMPBELL COMPANY K STREET DEPOSIT 23327 NETWORK PLAC CHICAGO IL 60673 RENT 107386 5 4160974 4160974 CONFERENCES, EDUCATION 611710 1476098 1476098 OUTREACH, NETWORK BUIL 541610 206316 206316 1682414 1910 1910 322074 332205 -10131 -10131 -10131 1986 2373 -387 -387 MISCELLANEOUS INCOME 900099 48373 48373 48373 5883153 1720269 0 1910 X 1308304 973382 202785 132137 818784 289506 308016 221262 26851 19979 4158 2714 132088 60920 41638 29530 142358 83682 34661 24015 112660 112660 1180649 811972 341220 27457 119390 114382 580 4428 817517 779244 24461 13812 204999 120504 49913 34582 160265 94208 39021 27036 122609 105109 12582 4918 265088 265088 255 255 108633 63858 26449 18326 8361 4915 2036 1410 DUES AND SUBSCRIPTIONS 32336 21795 10541 BOARD AND COMMITTEE 1417 1417 5562564 3808544 1212393 541627 1230506 802552 5584172 5726445 457519 977192 212246 75774 775997 521466 331874 254531 18310 528603 7834627 8365097 410009 275300 63000 2500 6211 1882 233213 642632 712433 922314 X 5864960 5982934 1257234 1459849 7122194 7442783 7834627 8365097 320589 0 X 0 0 0 X 1997002 2729870 2318604 3235547 4160974 14441997 1997002 2729870 2318604 3235547 4160974 14441997 1929369 12512628 724 1557 1337 653 1910 6181 14448178 1682027 0.86600 0.52320 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 338034 236667 101367 437963 284799 153164 254531 DEPOSITS 14888 INVESTMENTS - ETRADE 53893 OPERATING LEASE ROU ASSET 459822 528603 OPERATING LEASE LIABILITY 642632 642632 X 5885526 2373 2373 5883153 0 5883153 5564937 2373 2373 5562564 0 5562564 PART X, LINE 2: THE INCOME TAX POSITIONS TAKEN BY NCFP FOR ANY YEARS OPEN UNDER THE VARIOUS STATUTES OF LIMITATIONS ARE THAT NCFP CONTINUES TO BE EXEMPT FROM INCOME TAXES AND THAT THEY HAVE PROPERLY REPORTED UNRELATED BUSINESS INCOME THAT IS SUBJECT TO INCOME TAXES. NCFP BELIEVES THAT THERE ARE NO TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD SIGNIFICANTLY INCREASE UNRECOGNIZED TAX LIABILITIES WITHIN 12 MONTHS OF THE REPORTING DATE. NONE OF NCFP'S FEDERAL OR STATE INCOME TAX RETURNS ARE CURRENTLY UNDER EXAMINATION. PART XI, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD 2,373. PART XII, LINE 2D - OTHER ADJUSTMENTS: COST OF GOOD SOLD 2,373. X 1 1 X X X 0 0 0 0 0 0 0 0 0 NICK A TEDESCO CEO 300005 0 0 0 0 0 14904 0 8759 0 323668 0 0 0 VIRGINIA M ESPOSITO SENIOR ADVISOR 197654 0 0 0 0 0 9796 0 0 0 207450 0 0 0 MIKI AKIMOTO CHIEF IMPACT OFFICER 175486 0 0 0 0 0 4375 0 15572 0 195433 0 0 0 JASON BORN SENIOR DIRECTOR, KNOWLEDGE 165216 0 0 0 0 0 8169 0 0 0 173385 0 0 0 TOKIA DAY DIRECTOR - THRU 05/13/22 47044 0 0 0 0 0 1082 0 641 0 48767 0 0 0 PART I, LINE 3 COMPENSATION FOR THE PRESIDENT, OFFICERS, DIRECTORS AND KEY EMPLOYEES IS EVALUATED ON AN ANNUAL BASIS BY THE OFFICERS COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION IS BASED UPON THE LEVEL OF SKILL REQUIRED FOR THE POSITION, AN EVALUATION OF THE INDIVIDUAL'S ACHIEVEMENT AND A COMPARISON OF COMPENSATION TO SIMILAR POSITIONS IN THE NON-PROFIT INDUSTRY. THE DETERMINATION OF THE COMPENSATION IS DOCUMENTED BY THE OFFICERS' COMMITTEE. FORM 990, PART VI, SECTION B, LINE 11B THE ORGANIZATION DISTRIBUTES A COPY OF THE FORM 990 FOR THE CURRENT YEAR TO ALL BOARD MEMBERS BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C THE ORGANIZATION HAS ESTABLISHED A CONFLICT OF INTEREST POLICY. ALL OFFICERS AND DIRECTORS ARE REQUIRED TO SIGN AN ACKNOWLEDGEMENT EACH YEAR THAT THEY HAVE COMPLIED WITH THE POLICY AND HAVE IDENTIFIED ANY POTENTIAL CONFLICTS OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT, OFFICERS, DIRECTORS AND KEY EMPLOYEES IS EVALUATED ON AN ANNUAL BASIS BY THE OFFICERS COMMITTEE OF THE BOARD OF DIRECTORS. COMPENSATION IS BASED UPON THE LEVEL OF SKILL REQUIRED FOR THE POSITION, AN EVALUATION OF THE INDIVIDUAL'S ACHIEVEMENT AND A COMPARISON OF COMPENSATION TO SIMILAR POSITIONS IN THE NON-PROFIT INDUSTRY. THE DETERMINATION OF THE COMPENSATION IS DOCUMENTED BY THE OFFICERS' COMMITTEE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES THE FOLLOWING DOCUMENTS AVAILABLE TO THE PUBLIC UPON REQUEST - FEDERAL FORM 990 - CONFLICT OF INTEREST POLICY - FINANCIAL STATEMENTS FORM 990, PART IX, LINE 11G CONSULTANTS: PROGRAM SERVICE EXPENSES 811,972. MANAGEMENT AND GENERAL EXPENSES 341,220. FUNDRAISING EXPENSES 27,457. TOTAL EXPENSES 1,180,649.