2024-05-13T19:46:55-05:00 2023-12-31 133628255 CONDON O'MEARA MCGINTY & DONNELLY LLP ONE BATTERY PARK PLAZA 7TH FL NEW YORK NY 10004 990 2023-01-01 133001403 PHILANTHROPY NEW YORK INC PHIL 2127140699 320 EAST 43RD STREET NEW YORK NY 10017 KATHRYN O'NEAL-DUNHAM PRESIDENT 2127140699 2023-04-03 1 KATHRYN ONEAL-DUNHAM 999009999 0 ALEXANDER LAZZARUOLO P01775353 2126617777 3 AAL1 IAL1 2023 2023-04-26 12:10:37Z KATHRYN O'NEAL-DUNHAM 320 EAST 43RD STREET NEW YORK NY 10017 4677358 0 X WWW.PHILANTHROPYNEWYORK.ORG X 1979 NY ENHANCES ABILITY OF ORGANIZATIONAL & INDIVIDUAL PHILANTHROPISTS TO SERVE THE PUBLIC GOOD 20 20 16 250 0 0 3853447 4183032 104472 109659 128989 228802 12900 15735 4099808 4537228 0 500000 0 0 2287822 2494742 0 0 89665 1727186 2277961 4015008 5272703 84800 -735475 11608713 10776864 3167348 2714432 8441365 8062432 X SEE SCHEDULE O 0 0 2114769 500000 98009 NETWORK BUILDING: SEE SCHEDULE O 1086296 MEMBER ENGAGEMENT AND COMMUNICATIONS: SEE SCHEDULE O 782837 11650 LEARNING AND PROGRAMS: SEE SCHEDULE O 410069 14286 PUBLIC POLICY ENGAGEMENT: PHILANTHROPY NEW YORK CONNECTS PHILANTHROPY NEW YORK MEMBERS TO POLICYMAKERS AND ACT AS A VOICE ON LOCAL, STATE, AND FEDERAL PUBLIC POLICY ISSUES THAT PROMOTE EFFECTIVE PHILANTHROPY AND BUILD STRONGER COMMUNITIES. 410069 14286 4393971 1 1 0 1 0 0 0 0 0 1 1 0 0 1 1 0 1 0 0 0 0 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 20 0 1 16 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 CT DC FL IA MA MD NJ NY X KATHRYN O'NEAL-DUNHAM 2127140699 320 EAST 43RD STREET NEW YORK NY 10017 RINI BANERJEE CHAIR 5.00 X X 0 0 0 NICOLE HOWE BUGGS VICE CHAIR 2.00 X X 0 0 0 NEILL COLEMAN VICE CHAIR 2.00 X X 0 0 0 ROSANNA AYBAR TREASURER 2.00 X X 0 0 0 JASON MCGILL SECRETARY 2.00 X X 0 0 0 LAURA ADEN MEMBER 2.00 X 0 0 0 KENNETH AUSTIN MEMBER 2.00 X 0 0 0 KENYA BRYANT MEMBER (ELECTED MAY 2023) 2.00 X 0 0 0 NISHKA CHANDRASOMA MEMBER (ELECTED MAY 2023) 2.00 X 0 0 0 DON CHEN MEMBER 2.00 X 0 0 0 JENNIFER CHING MEMBER (ELECTED MAY 2023) 2.00 X 0 0 0 TANUJA DEHNE MEMBER 2.00 X 0 0 0 BRENNAN GANG MEMBER (ELECTED MAY 2023) 2.00 X 0 0 0 IRFAN HASAN MEMBER 2.00 X 0 0 0 CHANNON LUCAS MEMBER 2.00 X 0 0 0 RICKKE MANANZALA MEMBER (ELECTED MAY 2023) 2.00 X 0 0 0 MARIA MOTTOLA MEMBER 2.00 X 0 0 0 JENNIFER NEGRON MEMBER 2.00 X 0 0 0 HEATHER NESLE MEMBER 2.00 X 0 0 0 MARIKO SILVER MEMBER 2.00 X 0 0 0 DIAHANN BILLINGS-BORFORD MEMBER (TERM ENDED MAY 2023) 2.00 X 0 0 0 JACQUELINE JONES MEMBER (TERM ENDED MAY 2023) 2.00 X 0 0 0 DAVID SANDMAN MEMBER (TERM ENDED MAY 2023) 2.00 X 0 0 0 TERESA YOUNGER MEMBER (TERM ENDED MAY 2023) 2.00 X 0 0 0 LETICIA PEGUERO MEMBER (TERM ENDED MAY 2023) 2.00 X 0 0 0 KATHRYN O'NEAL-DUNHAM CEO 55.00 X 261885 0 51145 KRISTEN RUFF SENIOR VICE PRESIDENT 40.00 X 181944 0 67198 MARLON WILLIAMS VP OF COLLABORATION & POLICY 40.00 X 155471 0 63906 YI-CHING LIN VP OF LEARNING 40.00 X 149118 0 33945 STEPHANIE BOARDEN CHIEF OF STAFF 40.00 X 147905 0 51984 DONITA VOLKWIJN SEN. DIRECTOR, MEMBER ENGAGEMENT 40.00 X 119474 0 28273 1015797 0 296451 6 0 1 0 THE CHRONICLE OF PHILANTROPY 11255 23RD STREET NW WASHINGTON WA 20037 SERVICES TO IMPROVE NON-PROFIT COMMUNICA 372050 MEETING LOGISTICS 154 SOUTH STREET STE 2 NEW PROVIDENCE NJ 07974 MEETING ORGANIZERS FOR FISCAL SPONSOR PR 247964 OLO ACUPUNCTURE PLLC 119 W 23 STREET 1001 NEW YORK NY 10011 HEALTH INITIATIVE-ACUPUNCTURE FOR FIRST 113750 3 187725 3995307 4183032 MANAGEMENT FEES 900099 98009 98009 PROGRAM FEES 900099 11650 11650 109659 269409 269409 1449 0 1449 1449 1449 99523 140130 -40607 -40607 -40607 OTHER 900099 14286 14286 14286 4537228 123945 0 230251 X 500000 500000 313030 244209 63200 5621 1583216 1238275 320240 24701 178710 137607 35742 5361 287345 221256 57469 8620 132441 101980 26488 3973 938 722 188 28 15600 12012 3120 468 22003 22003 5735 5735 1209492 1075783 116269 17440 27019 21077 5315 627 33138 27239 5130 769 490163 377296 98552 14315 49189 38997 8863 1329 244256 236584 6671 1001 95724 73706 19144 2874 21190 16316 4238 636 DUES & SUBSCRIPTIONS 57479 44259 11496 1724 OTHER 6035 4650 1207 178 5272703 4393971 789067 89665 152 152 4399371 3437840 47106 42150 1066456 924694 235815 141762 4696761 5023259 2229508 2131701 11608713 10776864 137739 163206 85425 130869 2944184 2420357 3167348 2714432 X 4167706 4532841 4273659 3529591 8441365 8062432 11608713 10776864 -735475 356542 0 X 0 1 X 1 0 X 3769912 2946790 3811874 3853447 4183032 18565055 3769912 2946790 3811874 3853447 4183032 18565055 123519 18441536 140870 118972 106239 169986 270858 806925 10625 5100 9150 12900 14286 52061 19424041 520870 0.94940 0.93410 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: OTHER - 2019 AMOUNT: $ 10,625. 2020 AMOUNT: $ 5,100. 2021 AMOUNT: $ 9,150. 2022 AMOUNT: $ 12,900. 2023 AMOUNT: $ 14,286. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 22003 22003 5250700 5272703 413635 103409 0 0 325730 303785 350750 413635 1393900 2090850 18959 22003 40962 81433 75946 87688 103409 348476 522714 18959 22003 40962 6962711 2902451 3471519 6393643 6844277 2511517 2393083 6962711 5934025 2414419 1504167 6844277 6287721 1580815 1934511 5934025 6785010 2362963 2860252 6287721 0.44795 0.55205 0 0 182504 182504 0 883952 742190 141762 141762 ROU ASSETS - OPERATING LEASES, NET 2131701 2131701 OPERATING LEASE LIABILITIES, NET 2420357 2420357 4888035 356542 356542 4531493 5735 5735 4537228 5266968 0 5266968 5735 5735 5272703 PART V, LINE 4: THE ORGANIZATION HAS A BOARD DESIGNATED RESERVE ACCOUNT. IN APRIL 2009, THE BOARD OF DIRECTORS ADOPTED A POLICY DIRECTING THE ORGANIZATION TO MAINTAIN A RESERVE OF UNRESTRICTED NET ASSETS THAT WILL PROVIDE CASH FLOW SECURITY IN THE EVENT OF A TEMPORARY SHORTFALL; ACCOMMODATE UNUSUAL OR UNFORESEEN EMERGENCY CASH REQUIREMENTS OR TEMPORARILY SEED PROJECTS IN ANTICIPATION OF GRANT OR SPECIAL SUPPORTING FUNDS. THIS AMOUNT IS EQUIVALENT TO 6 MONTHS OF OPERATING EXPENSES. IN DECEMBER 2015, THE BOARD OF DIRECTORS ALSO ADOPTED A POLICY TO MAINTAIN A RESERVE OF UNRESTRICTED NET ASSET THAT WILL PROVIDE CASH FLOW SECURITY FOR FUTURE RENT AND TAX PAYMENTS. THE ORGANIZATION MAINTAINS SEVERAL TEMPORARILY RESTRICTED NET ASSETS WHICH ARE EITHER TIME OR PURPOSE RESTRICTED. 1 YOUTH MINISTRIES FOR PEACE & JUSTICE INC 1384 STRATFORD AVENUE BRONX NY 10472 134006535 501(C)(3) 50000 0 DISTRIBUTION THROUGH OUR FISCAL SPONSORSHIP PROGRAM EVERGREEN INC 2 KINGSLAND AVENUE BROOKLYN NY 11211 112647339 501(C)(3) 100000 0 DISTRIBUTION THROUGH OUR FISCAL SPONSORSHIP PROGRAM HOT BREAD KITCHEN LTD CHELSEA MARKET 75 NINTH AVE STE 0610 NEW YORK NY 10011 263332972 501(C)(3) 100000 0 DISTRIBUTION THROUGH OUR FISCAL SPONSORSHIP PROGRAM ASIAN AMERICAN FEDERATION INC 120 WALL STREET 9TH FL NEW YORK NY 10005 133572287 501(C)(3) 150000 0 DISTRIBUTION THROUGH OUR FISCAL SPONSORSHIP PROGRAM BEDFORD STUYVESANT RESTORATION CORP 1368 FULTON STREET BROOKLYN NY 11216 116083182 501(C)(3) 100000 0 DISTRIBUTION THROUGH OUR FISCAL SPONSORSHIP PROGRAM 5 0 PART I, LINE 2: AS A FISCAL SPONSOR, WE OFFER CHARITABLE GROUPS, PROJECTS, AND DONOR COLLABORATIONS THROUGH AGREEMENTS. THESE AGREEMENTS INCLUDE NARRATIVE, TIMELINE, AND BUDGET FOR EACH PROJECT. THESE AGREEMENTS ARE AGREED UPON BY THE FUNDER ORGANIZATION AND MONITORED BY PHILANTHROPY NEW YORK. THE WORK AND PAYMENTS ARE APPROVED PRIOR TO BEING PAID THROUGH THE FISCAL SPONSORSHIP PROGRAM AND MUST ALIGN WITH THE EXECUTED CONTRACT BY ALL PARTIES. THE FUNDING ORGANIZATIONS WILL REQUEST SPECIFIC REPORTING DEADLINES FOR EACH GRANT DISBURSED THROUGH THE FISCAL SPONSORSHIP PROGRAM. PNY WORKS WITH EACH GROUP, PROJECT LEAD AND DONOR TO ENSURE THAT THE PROJECT FALLS WITHIN THE TERM OUTLINED IN THE CONTRACT. X X 0 0 0 0 0 0 0 0 0 KATHRYN O'NEAL-DUNHAM CEO 261885 0 0 0 0 0 33266 0 17879 0 313030 0 0 0 KRISTEN RUFF SENIOR VICE PRESIDENT 174444 0 7500 0 0 0 23500 0 43698 0 249142 0 0 0 MARLON WILLIAMS VP OF COLLABORATION & POLICY 150429 0 5042 0 0 0 19843 0 44063 0 219377 0 0 0 STEPHANIE BOARDEN CHIEF OF STAFF 142794 0 5111 0 0 0 18835 0 33149 0 199889 0 0 0 YI-CHING LIN VP OF LEARNING 144484 0 4634 0 0 0 18201 0 15744 0 183063 0 0 0 PART III - LINE 1 PHILANTHROPY NEW YORK IS A MEMBERSHIP ASSOCIATION OF PHILANTHROPIC INSTITUTIONS THAT CHAMPIONS EFFECTIVE GRANTMAKING BY BUILDING A VIBRANT PHILANTHROPIC ECOSYSTEM THAT STRIVES TO ADVANCE MEANINGFUL SOCIAL CHANGE. THROUGH OUR WORK, WE CATALYZE: *COMMUNITY: WE BRING TOGETHER PHILANTHROPIC PROFESSIONALS TO SHARE ACROSS ISSUES AND ACROSS PROFESSIONAL ROLES. *LEARNING: WE DESIGN ROBUST PROGRAMMING AND PROFESSIONAL AND LEADERSHIP DEVELOPMENT THAT EQUIPS OUR MEMBERS TO UNDERSTAND AND ADAPT TO SHIFTING NORMS AND EMERGING TRENDS IN THE FIELD. *LEADERSHIP: WE LEVERAGE THE POWER OF OUR MEMBERS' COLLECTIVE VOICE TO STRENGTHEN THE NONPROFIT ECOSYSTEM. PART III - LINE 4A NETWORK BUILDING: PHILANTHROPY NEW YORK FACILITATES FUNDER COLLABORATION BY MANAGING PEER-TO-PEER PROFESSIONAL NETWORKS AND ISSUE-BASED WORKING GROUPS. THESE NETWORKS ARE DESIGNED TO HELP MEMBERS LEARN WHAT'S HAPPENING AT THEIR COLLEAGUES' FOUNDATIONS, EXCHANGE LESSONS LEARNED AND STRATEGIES FOR STRENGTHENING PRACTICE, NAVIGATE THE SECTOR AND FORM LASTING CONNECTIONS THAT IMPROVE THEIR OWN WORK AND THAT OF THE LARGER SECTOR. PEER PROFESSIONAL NETWORKS ARE A PLACE WHERE PARTICIPANTS CAN SHARE ADVICE AND OFFER SUPPORT ON TOPICS AND ISSUES THAT COVER THE FULL SCOPE OF THEIR PROFESSIONAL WORK. PEER NETWORKS ALSO HELP MEMBERS STAY CONNECTED TO EACH OTHER AND ABREAST OF CURRENT ISSUES THAT RELATE TO THEIR WORK. ISSUE-BASED WORKING GROUPS PROVIDE VALUABLE PROFESSIONAL CONNECTIONS, ENABLE MEMBERS TO POOL RESOURCES, DEVELOP COLLABORATIVE FUNDING INITIATIVES AND DRAW ON COLLECTIVE EXPERTISE TO STRATEGIZE AROUND COMPLEX PROBLEMS. PART III - LINE 4B MEMBER ENGAGEMENT AND COMMUNICATIONS: PHILANTHROPY NEW YORK SERVES AS A CONNECTOR, CONSULTANT, AND PROBLEM SOLVER FOR ITS MEMBERS. PHILANTHROPY NEW YORK STAFF CONNECT MEMBERS TO THEIR PEERS AND TO RESEARCH, RESOURCES, AND REPORTS TO ANSWER A MYRIAD OF CHALLENGING QUESTIONS RANGING FROM THE DEEPLY TECHNICAL ASPECTS OF PHILANTHROPY, SUCH AS GRANTS MANAGEMENT TO THE GOVERNANCE AND ENGAGEMENT OF BOARD MEMBERS AND TRUSTEES. PNY PROVIDES A VARIETY OF COHORT EXPERIENCES DESIGNED TO BUILD LEADERSHIP AT EVERY STAGE OF MEMBERS' CAREERS - FROM EARLY TO SEASONED PROFESSIONALS. THE ORGANIZATION UTILIZES ITS COMMUNICATIONS TO AMPLIFY LEARNING FROM PROGRAMS, LIFT THE VOICES OF MEMBERS ON CRITICAL ISSUES, AND SHARE KNOWLEDGE ACROSS THE SECTOR. PNY COMMUNICATIONS SUPPORT POLICY AND ADVOCACY EFFORTS THAT AMPLIFY THE VOICE OF THE FIELD AND ADVOCATE FOR A STRONGER PHILANTHROPIC AND NONPROFIT ECOSYSTEM. PART III - LINE 4C LEARNING AND PROGRAMS: PHILANTHROPY NEW YORK'S LEARNING PROGRAMS CONVENE AND CONNECT FUNDERS, SEED CRITICAL CONVERSATIONS, AND BUILD OUR MEMBERS' CAPACITIES IN THEIR ROLES AND IN THEIR WORK IN THE FIELD. THE ORGANIZATION DESIGNS ROBUST LEARNING OPPORTUNITIES THAT EQUIP MEMBERS TO UNDERSTAND AND ADAPT TO SHIFTING NORMS AND EMERGING TRENDS IN THE FIELD. PROGRAMS HELP MEMBERS CULTIVATE KEY SKILLS AND IMPLEMENT PRACTICE MODELS THAT FIT THEIR UNIQUE NEEDS. TOPICS RANGE FROM THE PROFESSIONAL AND LEADERSHIP DEVELOPMENT OF GRANTMAKERS, TO PUBLIC POLICY AND ADVOCACY, TO SPECIFIC FUNDING ISSUES SUCH AS THE ARTS, HEALTH, EDUCATION, JUSTICE REFORM AND THE ENVIRONMENT. WE PRIORITIZE PROGRAMMING THAT HELPS FUNDERS ADDRESS ROOT CAUSES OF INEQUITY THROUGH THEIR PHILANTHROPIC PRACTICES AND LEARNING THAT HELPS MEMBERS OPERATIONALIZE EQUITY COMMITMENTS INTERNALLY. FORM 990, PART VI, SECTION A, LINE 6 THE PHILANTHROPY NEW YORK, INC., WAS INCORPORATED AS A MEMBERSHIP ORGANIZATION. FORM 990, PART VI, SECTION A, LINE 7A BOARD MEMBERS ARE ELECTED EACH YEAR AT THE ORGANIZATION'S ANNUAL MEETING. THE SLATE IS RECOMMENDED TO THE BOARD BY THE GOVERNANCE AND NOMINATIONS COMMITTEE AFTER A THOUGHTFUL INTERVIEW PROCESS. THE BOARD THEN RECOMMENDS THE SLATE TO THE ENTIRE MEMBERSHIP FOR A VOTE. FORM 990, PART VI, SECTION A, LINE 7B BY-LAWS MAY BE AMENDED OR REPEALED, AND NEW BY-LAWS MAY BE ADOPTED, (1) BY THE MEMBERS AT THE TIME ENTITLED TO VOTE IN THE ELECTION OF ANY DIRECTORS, AT ANY ANNUAL MEETING OF THE MEMBERS OR AT ANY SPECIAL MEETING OF THE MEMBERS CALLED FOR THAT PURPOSE. ANY BY-LAW ADOPTED BY THE BOARD MAY BE AMENDED OR REPEALED BY THE MEMBERS ENTITLED TO VOTE THEREON AS HEREIN PROVIDED, BUT A BY-LAW ADOPTED BY THE MEMBERS MAY PROVIDE THAT SUCH BY-LAW SHALL NOT BE SUBJECT TO AMENDMENT OR REPEAL BY THE BOARD. IF ANY BY-LAW REGULATING AN IMPENDING ELECTION OF DIRECTORS IS ADOPTED, AMENDED OR REPEALED BY THE BOARD, THERE SHALL BE SET FORTH IN THE NOTICE OF THE NEXT MEETING OF MEMBERS FOR THE ELECTION OF DIRECTORS THE BY-LAW SO ADOPTED, AMENDED OR REPEALED, TOGETHER WITH A CONCISE STATEMENT OF THE CHANGES MADE, SO ADOPTED, AMENDED OR REPEALED, TOGETHER WITH A CONCISE STATEMENT OF THE CHANGES MADE. FORM 990, PART VI, SECTION B, LINE 11B MANAGEMENT REVIEWS THE ENTIRE 990 IN PARTNERSHIP WITH THE AUDITING FIRM THAT PREPARES THE DOCUMENT. PRIOR TO FILING THE 990, THE AUDIT COMMITTEE OF THE BOARD MEETS TO REVIEW AND APPROVE THE DOCUMENT. ONCE REVIEWED AND APPROVED, IT IS UPLOADED INTO THE BOARD PORTAL FOR THE ENTIRE BOARD'S REVIEW. FORM 990, PART VI, SECTION B, LINE 12C CONFLICT OF INTEREST FORMS ARE FILLED OUT ANNUALLY BY BOTH BOARD AND KEY EMPLOYEES. THE DIRECTOR OF FINANCE AND ADMINISTRATION REVIEWS THE FORMS AGAINST THE ORGANIZATION'S LIST OF VENDORS TO DETERMINE IF THERE ARE ANY POTENTIAL CONFLICTS. FORM 990, PART VI, SECTION B, LINE 15 PHILANTHROPY NEW YORK MAINTAINS A COMPENSATION PHILOSOPHY THAT DETAILS THE SKILLS, QUALIFICATIONS AND EXPERIENCE NEEDED TO ATTAIN SENIOR LEADERSHIP WITHIN THE ORGANIZATION. THE SALARY BANDS IN THE COMPENSATION PHILOSOPHY ARE REVIEWED ANNUALLY AGAINST TWO BENCHMARKING STUDIES CONDUCTED BY TWO MEMBER ASSOCIATIONS OF WHICH PNY IS A MEMBER - NONPROFIT NEW YORK AND THE UNITED PHILANTHROPY FORUM. ADJUSTMENTS ARE MADE BASED ON MARKET CHANGES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G EDITING AND CONSULTING: PROGRAM SERVICE EXPENSES 330,095. MANAGEMENT AND GENERAL EXPENSES 34,961. FUNDRAISING EXPENSES 5,244. TOTAL EXPENSES 370,300. OFFICE IT: PROGRAM SERVICE EXPENSES 46,337. MANAGEMENT AND GENERAL EXPENSES 4,908. FUNDRAISING EXPENSES 736. TOTAL EXPENSES 51,981. DATABASE AND WEBSITE: PROGRAM SERVICE EXPENSES 24,430. MANAGEMENT AND GENERAL EXPENSES 2,587. FUNDRAISING EXPENSES 388. TOTAL EXPENSES 27,405. OTHER CONSULTTING FEES: PROGRAM SERVICE EXPENSES 674,921. MANAGEMENT AND GENERAL EXPENSES 73,813. FUNDRAISING EXPENSES 11,072. TOTAL EXPENSES 759,806.