2023-08-09T11:10:16-05:00 2022-12-31 812950760 SAX LLP 1040 AVENUE OF THE AMERICAS - 16TH FL NEW YORK NY 10018 990 2022-01-01 431645180 CFLEADS CFLE 6178543547 PO BOX 509 ACCORD MA 02018 STERLING SPEIRN INTERIM PRESIDENT & CEO 6178543547 2023-08-09 1 STERLING SPEIRN 999009999 0 MIKE SCHALL P02024184 2126618640 2023-08-08 3 AAL1 IAL1 2022 2023-04-26 12:10:37Z STERLING SPEIRN PO BOX 509 ACCORD MA 02018 994755 0 X WWW.CFLEADS.ORG X 1993 MO HELP COMMUNITY FOUNDATIONS BUILD STRONG COMMUNITIES.SEE SCHEDULE O 11 11 10 11 0 0 9213354 663993 121091 120930 0 68569 87816 56632 9422261 910124 1393001 309000 0 0 1072403 1247918 0 0 28950 974179 1328890 3439583 2885808 5982678 -1975684 11022103 9350373 165956 560205 10856147 8790168 X WE HELP COMMUNITY FOUNDATIONS BUILD STRONG COMMUNITIES BY ADVANCING EFFECTIVE PRACTICES, SHARING KNOWLEDGE AND GALVANIZING ACTION ON CRITICAL ISSUES OF OUR TIME. 0 0 206847 SHARE KNOWLEDGE: INCREASED FIELD UNDERSTANDING OF THE VALUE OF COMMUNITY LEADERSHIP AS A CORE ORGANIZING STRATEGY FOR COMMUNITY IMPACT. HOSTED WEBINARS AND PRESENTED AT REGIONAL AND NATIONAL CONFERENCES. PUBLISHED BLOG POSTS, RESOURCES, AND NEWSLETTERS RELATED TO COMMUNITY LEADERSHIP AND COMMUNITY FOUNDATIONS' WORK. 709686 59000 177562 BUILD ORGANIZATIONAL CAPACITY: CONTINUED TO BUILD UNDERSTANDING OF COMMUNITY LEADERSHIP AMONG COMMUNITY FOUNDATION BOARDS, SENIOR STAFF, AND PARTNERS. CREATED STRONG PEER CONNECTIONS AMONG COMMUNITY FOUNDATIONS. INFLUENCED THE ADOPTION OF COMMUNITY LEADERSHIP PRACTICES. CONCLUDED COHORT 7 OF EXECUTIVE LEADERSHIP INSTITUTE (ELI) FOR CEOS AND CONVENED FIRST AND SECOND MEETINGS OF COHORT 8. CONCLUDED ELI FOR VPS COHORT AND LAUNCHED A NEW COHORT, CONVENING ONE MEETING. FACILITATED ELI ALUMNI NETWORK CALLS FOR CEOS AND VPS. CONCLUDED PILOT OF ELI FOR CFOS. MANAGED THE ACTIVITIES OF CONNECTING COMMUNITIES ACROSS THE AMERICAS, AN INITIATIVE BETWEEN U.S., LATIN AMERICAN, SOUTH AMERICAN, AND CANADIAN COMMUNITY FOUNDATIONS TO BUILD STRONG TRANSNATIONAL COMMUNITIES. MADE GRANTS AND FACILITATED PEER LEARNING AMONG GRANTEES. 1230728 250000 GALVANIZE COMMUNITY FOUNDATION ACTION ON CRITICAL COMMUNITY ISSUES:MANAGED AND FACILITATED THE ECONOMIC MOBILITY ACTION NETWORK, A PILOT LEARNING OPPORTUNITY MADE UP OF SIX COMMUNITY FOUNDATION TEAMS COMING TOGETHER TO FURTHER AN ECONOMIC MOBILITY AGENDA FOR THEIR COMMUNITIES WITH A RACIAL EQUITY LENS. HOSTED IN-PERSON CAPSTONE MEETING, IDENTIFIED NETWORK NEEDS, LED CONVENINGS WITH NATIONAL EXPERTS, FACILITATED PEER LEARNING, AND CONNECTED TEAMS TO TECHNICAL ASSISTANCE. LAUNCHED EQUITY NETWORK COHORT 3, CONCLUDED GUN VIOLENCE PREVENTION NETWORK, AND PROVIDED RACIAL HEALING GRANTS. 95393 ORGANIZING FOR IMPACT:DEVELOPED NEW PARTNERSHIPS AND PROGRAMS TO ADVANCE RACIAL EQUITY, PROMOTE POLICIES THAT FURTHER FAMILY ECONOMIC PROSPERITY, AND BUILD FIELD CAPACITY FOR COMMUNITY LEADERSHIP 95393 2242654 1 1 0 0 0 0 0 0 0 0 0 0 0 0 0 1 1 0 0 0 1 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 11 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 11 11 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 0 0 MA X LISETTE HOLMES 6178543544 PO BOX 509 ACCORD MA 02018 PEDRO RAMOS CHAIR 1.15 X X 0 0 0 ISAIAH OLIVER CHAIR ELECT 1.15 X X 0 0 0 ROSE BRADSHAW SEC/TREASURER 1.15 X X 0 0 0 NELSON COLON DIRECTOR 0.90 X 0 0 0 STUART COMSTOCK-GAY DIRECTOR 0.90 X 0 0 0 EILEEN CONNOLLY-KEESLER DIRECTOR 0.90 X 0 0 0 ELLEN M GILLIGAN DIRECTOR 0.90 X 0 0 0 ERIC J JOLLY PHD DIRECTOR 0.90 X 0 0 0 FELECIA L LUCKY DIRECTOR 0.90 X 0 0 0 CARRIE PICKETT-ERWAY DIRECTOR 0.90 X 0 0 0 SHELLY O'QUINN DIRECTOR 0.90 X 0 0 0 RANDY ROYSTER DIRECTOR 0.90 X 0 0 0 LISA SCHRODER DIRECTOR 0.90 X 0 0 0 DEBORAH ELLWOOD PRESIDENT & CEO 50.00 X 130600 0 10315 STERLING SPEIRN INTERIM PRESIDENT & CEO 20.00 X 121154 0 0 LISETTE HOLMES SENIOR DIR OF FINANCE & ADMIN 40.00 X 134002 0 15454 LEONARD BARTEL VP-LEARNING&IMPACT 40.00 X 120182 0 12134 LEONARD BROCK VP-LEARNING&IMPACT 40.00 X 158069 0 28739 CAROLINE MERENDA SR. DIR. ADMIN 40.00 X 108100 0 24853 772107 0 91495 6 0 1 0 LISA SCHALLA 5367 MINNEHAHA AVE 422 MINNEAPOLIS MN 55417 CONSULTING 118353 1 663993 663993 PROGRAM FEES 900099 120930 120930 120930 67404 67404 85796 84631 1165 1165 1165 OTHER INCOME 56632 56632 56632 910124 177562 0 68569 X 305000 305000 4000 4000 261712 236011 13086 12615 781230 646102 125953 9175 63579 53065 9397 1117 65941 55730 8846 1365 75456 64121 9775 1560 61756 61756 12371 12371 856425 543095 313330 18345 7184 10984 177 47735 40343 6403 989 38900 32876 5218 806 271249 236442 34120 687 11409 9642 1530 237 DUES AND SUBSCRIPTIONS 10700 9043 1435 222 2885808 2242654 614204 28950 3935372 2795992 6124841 2106474 921868 434000 35526 35526 4496 3624 3974757 11022103 9350373 116881 534323 49075 25882 165956 560205 X 7110169 6922489 3745978 1867679 10856147 8790168 11022103 9350373 -1975684 -90295 0 X 0 1 X 1 0 X 1345600 7500530 1530167 9213354 663993 20253644 1345600 7500530 1530167 9213354 663993 20253644 6895263 13358381 67404 67404 320 3450 87816 56632 148218 20469266 537727 0.65260 0.62570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 1 1 0 0 X 758458 -90295 -90295 848753 12371 49000 61371 910124 2824437 0 2824437 12371 49000 61371 2885808 PART X, LINE 2: CFLEADS DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE ANY MATERIAL, UNCERTAIN TAX POSITIONS. TAX FILINGS FOR PERIODS ENDING DECEMBER 31, 2019 AND LATER ARE SUBJECT TO EXAMINATION BY APPLICABLE TAXING AUTHORITIES. PART XI, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ASSISTANCE PART XII, LINE 4B - OTHER ADJUSTMENTS: SCHOLARSHIP ASSISTANCE 1 SOUTH AMERICA GRANTMAKING TO RECIPIENTS LOCATED IN THE REGION GRANTMAKING 4000 0 0 0 0 0 0 4000 0 4000 0 0 0 0 0 0 PART I, LINE 3: CFLEADS PROVIDES GRANTS TO COMMUNITY FOUNDATIONS IN THE US AND THE AMERICAS IN SUPPORT OF CFLEADS' MISSION. GRANTEES ARE GENERALLY EXPECTED TO TAKE PART IN LEARNING CONVENINGS AND ARE REQUIRED TO SUBMIT REPORTS THAT DOCUMENT THEIR GRANT ACTIVITIES AND EXPENDITURES. PART III ACCOUNTING METHOD: 1 GREATER CINCINNATI FOUNDATION 720 E PETE ROSE WAY 120 CINCINNATI OH 45202 310669700 501(C)(3) 50000 0 RACIAL HEALING KALAMAZOO COMMUNITY FDN 402 EAST MICHIGAN AVE KALAMAZOO MI 49007 383333202 501(C)(3) 50000 0 RACIAL HEALING COMMUNITY FOUNDATION OF GREATER FLINT 500 SOUTH SAGINAW STREET FLINT MI 53212 382190667 501(C)(3) 50000 0 RACIAL HEALING GREATER MILWAUKEE FOUNDATION 101 W PLEASANT STREET MILWAUKEE WI 53212 396036407 501(C)(3) 50000 0 RACIAL HEALING INNOVIA FOUNDATION 421 WEST RIVERSIDE AVENUE SPOKANE WA 99201 910941053 501(C)(3) 50000 0 RACIAL HEALING PART I, LINE 2: CFLEADS PROVIDES GRANTS TO COMMUNITY FOUNDATIONS IN THE US AND THE AMERICAS IN SUPPORT OF CFLEADS' MISSION. GRANTEES ARE GENERALLY EXPECTED TO TAKE PART IN LEARNING CONVENINGS AND ARE REQUIRED TO SUBMIT REPORTS THAT DOCUMENT THEIR GRANT ACTIVITIES AND EXPENDITURES. X X X 0 0 0 0 0 0 0 0 0 LEONARD BROCK VP-LEARNING&IMPACT 156469 0 1600 0 0 0 16251 0 12488 0 186808 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B LINE 11B EXPLANATION - THE BOARD OF DIRECTORS OF CFLEADS (BOARD) VESTS IN THE AUDIT COMMITTEE THE AUTHORITY TO APPROVE CFLEADS' IRS FORM 990 ON ITS BEHALF. ANNUALLY, THE COMMITTEE SHALL REVIEW AND APPROVE CFLEADS' IRS FORM 990 AND CIRCULATE IT TO ALL MEMBERS OF THE BOARD BEFORE IT IS FILED. FORM 990, PART VI, SECTION B, LINE 12C LINE 12C EXPLANATION - THE ORGANIZATION HAS A BOARD APPROVED CONFLICTS OF INTEREST POLICY. EACH BOARD MEMBER MUST FILL OUT AN ANNUAL DECLARATION STATING THEY HAD NO CONFLICTS OR IDENTIFYING THE NATURE OF THEIR INTERESTED PARTY TRANSACTIONS. ADDITIONALLY, EACH BOARD MEMBER IS REMINDED DURING THE VOTING PROCESS THAT THEY MUST RECUSE THEMSELVES IF THERE IS A CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15A A MARKET RATE SALARY RANGE WAS SET FOR THE PRESIDENT/CEO AND WAS BASED ON THE MEDIANS OF SIMILAR POSITIONS FROM CREDIBLE SOURCES, INCLUDING SALARY SURVEYS AND 990 RETURNS (INCLUDING THE COUNCIL ON FOUNDATIONS, GUIDESTAR AND THE 990S OF SIMILAR ORGANIZATIONS). FORM 990, PART VI, SECTION C, LINE 19 AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G OTHER PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 543,095. MANAGEMENT AND GENERAL EXPENSES 313,330. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 856,425.