2024-10-29T13:20:38-05:00 2023-12-31 221478099 COHNREZNICK LLP 350 GRANITE STREET SUITE 1200 BRAINTREE MA 02184 990 2023-01-01 330919329 GRANTMAKERS FOR EDUCATION GRAN 5035952100 1211 SW FIFTH AVE STE 1900 PORTLAND OR 97204 SARA SNEED CHAIR 5035952100 2024-10-29 1 1 JOLANTA TUCK CPA P01340068 7813803520 2024-10-28 2023 2024-10-15 13:58:12Z SARA SNEED 1211 SW FIFTH AVE STE 1900 PORTLAND OR 97204 2824140 0 X WWW.EDFUNDERS.ORG X 2000 OR TO IMPROVE EDUCATIONAL OUTCOMES AND EXPAND OPPORTUNITIES FOR ALL LEARNERS. 10 10 9 0 0 0 2527486 2139552 596100 682895 3828 1693 1738 0 3129152 2824140 44000 0 0 0 1275163 1320071 0 0 107142 1412456 1728720 2731619 3048791 397533 -224651 3165828 3140636 557229 612796 2608599 2527840 X GRANTMAKERS FOR EDUCATION'S (GFE) MISSION IS TO STRENGTHEN PHILANTHROPY'S CAPACITY TO IMPROVE EDUCATIONAL OUTCOMES AND EXPAND OPPORTUNITIES FOR ALL LEARNERS. GFE IS A MEMBERSHIP ORGANIZATION FOR PRIVATE AND PUBLIC PHILANTHROPIES THAT SUPPORT IMPROVED EDUCATIONAL OUTCOMES AND EXPANDED OPPORTUNITIES FOR STUDENTS FROM EARLY LEARNING THROUGH POSTSECONDARY EDUCATION. TO IMPACT ALL LEARNINGS, GFE IS COMMITTED TO A STRONG, VIBRANT EDUCATION SYSTEM. GFE PROMOTES DIALOGUE, INQUIRY, COLLABORATION AND LEARNING TO STRENGTHEN PRACTICE WITHIN THE FIELD OF EDUCATION PHILANTHROPY. 0 0 1210933 682895 CONFERENCES AND PROGRAMS: ORGANIZING CONFERENCES, SEMINARS AND E-PROGRAMS TO PROVIDE PROFESSIONAL DEVELOPMENT THAT STRENGTHENS THE PRACTICE OF EDUCATION GRANT MAKERS. PROGRAMS AND CONFERENCES ARE FUNDED THROUGH MULTI-YEAR CONDITIONAL GRANTS. 436924 IMPACT GROUPS: A FRAMEWORK CENTERED ON MEMBER ORGANIZATIONS FROM ACROSS THE NATION TO PROVIDE AN OPPORTUNITY TO DEEPEN MEMBERS' ENGAGEMENT WITH EACH OTHER ON A SHARED TOPIC OF INTEREST. IMPACT GROUPS CREATE RELEVANT KNOWLEDGE ACCESSIBLE BY GENERATING INFORMATION, SOURCING "LESSONS LEARNED, AND PROVIDING ACCESS TO PRACTITIONERS AND EXPERTS AND THEIR PERSPECTIVES. 408430 MEMBER SERVICE AND STRATEGIC INITIATIVES: PROVIDING INDIVIDUALIZED TECHNICAL ASSISTANCE AND GUIDANCE TO HELP GRANTMAKING ORGANIZATIONS REFINE THEIR STRATEGIES AND TO CONNECT THEM WITH OTHER PEER GRANTMAKING ORGANIZATIONS FOR PEER ASSISTANCE AND COLLABORATION OPPORTUNITIES. 158170 COMMUNICATIONS AND PUBLICATIONS: DEVELOPING REPORTS, CASE STUDIES AND NEWSLETTERS THAT PROMOTE DEEPER KNOWLEDGE OF EFFECTIVE GRANTMAKING PRACTICES AND HIGHLIGHT TRENDS AND EMERGING DEVELOPMENTS IN THE FIELD. 158170 2214457 1 1 0 0 0 1 0 0 0 0 1 0 0 0 0 1 1 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 33 0 1 9 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 X 10 10 0 0 0 0 0 0 0 1 1 0 0 1 1 1 1 1 1 1 1 0 OR X SARA SNEED 5035952100 1211 SW FIFTH AVE STE 1900 PORTLAND OR 97204 BEVERLY ROSS DENNY MANAGING DIRECTOR 40.00 X 238420 0 22050 ULCCA HANSEN CHIEF PROGRAM OFFICER 40.00 X 216147 0 19810 NICOLE RODRIGUEZ LEACH EXECUTIVE DIRECTOR (AS OF 7/23) 40.00 X 118048 0 12597 KYLE MALONE ASSOC DIRECTOR OF EXTERNAL AFFAIRS 40.00 X 109651 0 38568 SARA SNEED CHAIR (AS OF 10/23) 5.00 X X 0 0 0 RICHARD TAGLE CHAIR (UNTIL 10/23) / DIRECTOR 5.00 X X 0 0 0 PAUL HERDMAN TREASURER 5.00 X X 0 0 0 SOPHIE FANELLI SEC. (UNT. 12/23)/V.C. (AS OF 12/23) 5.00 X X 0 0 0 LYNN ALVAREZ DIRECTOR 2.00 X 0 0 0 LAVERNE EVANS SRINIVASAN DIRECTOR 2.00 X 0 0 0 JOHN FITZPATRICK DIRECTOR 2.00 X 0 0 0 CHARMAINE MERCER DIRECTOR 2.00 X 0 0 0 DANIELLE PULLIAM DIRECTOR 2.00 X 0 0 0 GISELE SHORTER DIRECTOR 2.00 X 0 0 0 EDWARD SMITH DIRECTOR (UNTIL 3/23) 2.00 X 0 0 0 682266 0 93025 4 0 1 0 REBECCA GOLDBERG 7 E POPLAR AVENUE SAN MATEO CA 94401 PROGRAM FACILITATOR 127244 1 893609 1245943 2139552 CONFERENCE INCOME 900099 664105 664105 PRECONFERENCE 900099 14200 14200 SEMINARS & PROGRAM INC 900099 4590 4590 682895 1693 1693 2824140 682895 0 1693 X 391114 204733 168593 17788 715392 374477 308378 32537 60078 31449 25897 2732 72540 37971 31270 3299 80947 42372 34893 3682 21184 12549 6625 2010 815607 683957 101004 30646 76699 56925 9266 10508 61551 49075 11218 1258 1516 792 655 69 60999 48650 11284 1065 685294 668960 14968 1366 5870 2547 3141 182 3048791 2214457 727192 107142 1854775 1770848 251294 251336 487241 26326 27650 284971 284971 0 0 546192 1090802 3165828 3140636 82119 104281 475110 508515 557229 612796 X 1847429 1933934 761170 593906 2608599 2527840 3165828 3140636 -224651 143892 0 X 0 1 X 1 0 X 985850 3323685 2187369 2527486 2139552 11163942 1369818 178591 109850 596100 682895 2937254 2355668 3502276 2297219 3123586 2822447 14101196 0 0 0 14101196 239 151 97 3828 1693 6008 239 151 97 3828 1693 6008 1595 1825 1254 1738 6412 2357502 3504252 2298570 3129152 2824140 14113616 0.99910 0.98020 0.00040 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2019 AMOUNT: $ 1,595. 2020 AMOUNT: $ 1,825. 2021 AMOUNT: $ 1,254. 2022 AMOUNT: $ 1,738. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1 0 5679 0 1 1 284971 284971 0 0 X 2968032 143892 143892 2824140 0 2824140 3048791 0 3048791 0 3048791 PART X, LINE 2: MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE ORGANIZATION AND HAS CONCLUDED THAT, AS OF DECEMBER 31, 2023, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURES IN THE FINANCIAL STATEMENTS. GENERALLY, THE ORGANIZATION'S INFORMATION/TAX RETURNS REMAIN OPEN FOR POSSIBLE FEDERAL INCOME TAX EXAMINATION FOR THREE YEARS AFTER THE FILING DATE. WHILE NO INCOME TAX RETURNS ARE CURRENTLY BEING EXAMINED BY THE INTERNAL REVENUE SERVICE, TAX YEARS SINCE 2020 REMAIN OPEN. X X X X 0 0 0 0 0 0 0 0 0 BEVERLY ROSS DENNY MANAGING DIRECTOR 238420 0 0 0 0 0 20242 0 1808 0 260470 0 0 0 ULCCA HANSEN CHIEF PROGRAM OFFICER 216147 0 0 0 0 0 18015 0 1795 0 235957 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE AND ADMINISTRATION COMMITTEE REVIEW AND DISCUSS THE RETURN WITH THE CONTROLLER. A COPY OF THE RETURN WAS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C BOARD AND STAFF MEMBERS COMPLETE AND SIGN A QUESTIONNAIRE ANNUALLY TO IDENTIFY ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE INFORMATION CONTAINED IN THIS FORM WILL DETERMINE IF ANY ACTUAL CONFLICT OF INTEREST EXISTS. GFE POLICY REQUIRES THE BOARD TO OBTAIN DISCLOSURE OF THE FINANCIAL INTEREST AND OR ALL MATERIAL FACTS, AND TO DETERMINE (IN THE ABSENCE OF THE INTERESTED PARTY) WHETHER A CONFLICT EXISTS. GFE POLICY OUTLINES A SET OF PROCEDURES FOR ADDRESSING ANY CONFLICTS THAT ARE DETERMINED. FORM 990, PART VI, SECTION B, LINE 15 AN ANNUAL REVIEW OF THE EXECUTIVE DIRECTOR IS CONDUCTED BY THE EXECUTIVE COMMITTEE OF THE BOARD. THE EXECUTIVE COMMITTEE CONDUCTS A COMPARATIVE EXECUTIVE SALARY REVIEW, BENCHMARKING PEER ORGANIZATIONS AND REVIEWING ORGANIZATIONAL SALARY HISTORY, AS WELL AS PERFORMANCE REVIEW FINDINGS TO DEVELOP A COMPENSATION RECOMMENDATION. THE EXECUTIVE COMMITTEE'S RECOMMENDATION IS PRESENTED TO THE FULL BOARD FOR FINAL APPROVAL. FORM 990, PART VI, SECTION C, LINE 19 FINANCIAL STATEMENTS, GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY ARE FURNISHED UPON REQUEST. FORM 990, PART IX, LINE 11G SUBCONTRACTORS: PROGRAM SERVICE EXPENSES 429,785. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 429,785. PROFESSIONAL FEES: PROGRAM SERVICE EXPENSES 62,859. MANAGEMENT AND GENERAL EXPENSES 12. FUNDRAISING EXPENSES 1. TOTAL EXPENSES 62,872. OST AND K-12 IMPACT GROUP CONSULANTS: PROGRAM SERVICE EXPENSES 191,313. MANAGEMENT AND GENERAL EXPENSES 100,992. FUNDRAISING EXPENSES 30,645. TOTAL EXPENSES 322,950.