2024-10-29T14:41:43-05:00 2023-12-31 911194016 CLARK NUBER PS 10900 NE 4TH ST STE 1400 BELLEVUE WA 98004 990 2023-01-01 911110995 PHILANTHROPY NORTHWEST PHIL 2064438434 600 UNIVERSITY ST 1725 SEATTLE WA 98101 JILL NISHI CEO 2064438434 2024-10-28 1 0 SARAH B HUANG P00745974 4254544919 2024-10-28 2023 2024-10-15 13:58:12Z JILL NISHI 600 UNIVERSITY ST 1725 SEATTLE WA 98101 4230276 0 X WWW.PHILANTHROPYNW.ORG X 1976 WA PHILANTHROPY NORTHWEST SUPPORTS PHILANTHROPIC ORGANIZATIONS TO STRENGTHEN COMMUNITIES IN OUR REGION. 19 19 23 29 0 0 1332332 2822612 1530213 1326510 17295 81154 0 0 2879840 4230276 347547 368334 0 0 2828995 2844813 0 0 47953 2478716 2480912 5655258 5694059 -2775418 -1463783 6626984 5098108 610823 545730 6016161 4552378 X PHILANTHROPY NORTHWEST GROWS PHILANTHROPY'S CAPACITY TO DO TRANSFORMATIVE WORK TOWARDS REDISTRIBUTING RESOURCES AND THE POWER TO UNDERINVESTED COMMUNITIES IN THE NORTHWEST AND BEYOND. 0 1 1761072 8334 1200129 THE GIVING PRACTICE (TGP) PROVIDES CUSTOMIZED PHILANTHROPIC CONSULTING TO PHILANTHROPIC ORGANIZATIONS AND COLLABORATIONS IN THE NORTHWEST AND NATIONALLY. TGP PROVIDES HIGH QUALITY CONSULTING SERVICES TO GROW PHILANTHROPY'S CAPCITY TO DO TRANSFORMATIVE WORK TOWARD REDISTRIBUTING RESOURCES AND POWER TO UNDERINVESTED COMMUNITIES IN THE NORTHWEST AND BEYOND. TGP ENGAGEMENTS CROSS A WIDE SPECTRUM: COACHING & ORGANIZATIONAL SUPPORT COLLABORATIVE PROJECTS EVALUATION MEETING DESIGN AND FACILITATION MISSION INVESTING AND STRATEGIC PLANNING. AS WE IMPLEMENT OUR CONSULTING SERVICES WE SEEK TO CENTER OUR VALUES OF: EQUITY, RACIAL JUSTICE, PLACE, INTEGRITY, COURAGE, AND JOY. 807214 360000 7300 PHILANTHROPY NORTHWEST'S AD HOC SPECIAL INITIATIVES DURING THE YEAR INCLUDED THE FOLLOWING PROGRAMS: BUILDING COMMUNITY PHILANTHROPY, MOMENTUM FELLOWS AND NORTHWEST REPARATIONS. IT ALSO PROVIDED FISCAL SPONSORSHIP SERVICES TO THE WASHINGTON OUTDOORS DISCOVERY. 363576 MEMBER DUES SUPPORT PROGRAMS AND SERVICES FOR MEMBERS AND THE BROADER PHILANTHROPIC AND NONPROFIT SECTORS. MEMBERS INCLUDE PRIVATE, FAMILY, COMMUNITY AND PUBLIC FOUNDATIONS, QUASI-GOVERNMENT ORGANIZATIONS, AND CORPORATE GIVING PROGRAMS. 477011 119081 PHILANTHROPY NORTHWEST SERVES AS A CONVENER, TRAINER, RESOURCECENTER, SERVICE PROVIDER, AND ADVOCATE FOR PHILANTHROPIC ISSUES OFINTEREST TO ITS MEMBERS. PROGRAMS INCLUDE COHORT-SUPPORTED PEERLEARNING, VARIOUS ISSUE-SPECIFIC FUNDER TABLES, A CAPACITY BUILDINGLEARNING COMMUNITY, AND A BIENNIAL CONFERENCE. 477011 119081 3408873 1 1 0 1 0 0 0 0 0 0 1 0 0 0 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 51 0 23 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 1 0 WA X X LUKE TUFTS 2064438430 600 UNIVERSITY ST SUITE 1725 SEATTLE WA 98101 NICHOLE JUNE MAHER CHAIR 4.00 X X 0 0 0 LILLIANE BALLESTEROS VICE CHAIR OF OPERATIONS 3.00 X X 0 0 0 BRENDA SOLORZANO VICE CHAIR OF PROGRAMS 3.00 X X 0 0 0 ALEX MCKAY SECRETARY 3.00 X X 0 0 0 DIANA BURKETT-RAKOW TREASURER 3.00 X X 0 0 0 ADEN BLISS MEMBER 3.00 X 0 0 0 WARREN BROWN MEMBER 3.00 X 0 0 0 SHONA CARTER MEMBER 3.00 X 0 0 0 MICHELLE DEWITT MEMBER 3.00 X 0 0 0 SE-AH-DOM EDMO MEMBER 3.00 X 0 0 0 MIKE HALLIGAN MEMBER 3.00 X 0 0 0 KRIS HERMANNS MEMBER 3.00 X 0 0 0 CAT MARTIN MEMBER 3.00 X 0 0 0 AYYU QASSATAQ MEMBER 3.00 X 0 0 0 ERNIE RASMUSSEN MEMBER 3.00 X 0 0 0 OMNI ROMERO MEMBER 3.00 X 0 0 0 BRIAN TANNER MEMBER 3.00 X 0 0 0 ALEESHA TOWNS-BAIN MEMBER 3.00 X 0 0 0 HUONG VU MEMBER 3.00 X 0 0 0 KABERI BANJEREE MURTHY MEMBER (THRU 10/2023) 3.00 X 0 0 0 JILL TEIKO NISHI CEO 40.00 X 305294 0 21608 RACHEL JACKSON VP PEOPLE, OPERATIONS AND FINANCE 40.00 X 154887 0 14199 MEREDITH SUE HEONG HIGASHI CHIEF OF STAFF 40.00 X 156188 0 20204 KAREN PAGE WESTING VP MARKETING AND COMMUNICATIONS 40.00 X 139614 0 19302 NANCY SANABRIA VP PROGRAM STRATEGIES 40.00 X 135738 0 19167 LYN HUNTER DIR. STRAT. INITIATES & BOARD DEV. 40.00 0.00 X 123108 0 10729 DANIELLE CRYSTAL DIR. GRANTMAKING 40.00 0.00 X 105458 0 9302 1120287 0 114511 8 0 1 0 LISA FISHER 419 S 8TH STREET 212 BOISE ID 83702 PHILANTHROPIC CONSULTING 289828 MARK SEDWAY 13480 NE 110TH PLACE REDMOND WA 98052 PHILANTHROPIC CONSULTING 285939 CFO SELECTIONS 3150 RICHARDS RD SUITE 150 BELLEVUE WA 98005 ACCOUNTING CONSULTING 179025 DAWN CHIRWA 2784 PINFIRE CREEK AMMON ID 83406 PHILANTHROPIC CONSULTING 109406 4 832560 518864 1471188 2822612 CONSULTING FEES 561499 1200129 1200129 EDUCATION & SEMINARS 561499 76336 76336 JOB BANK 561499 42745 42745 FISCAL SPONSOR SERVICE 561499 7300 7300 1326510 81154 81154 4230276 1326510 0 81154 X 368334 368334 326901 153643 147106 26152 2091026 997316 1088471 5239 133000 69228 63318 454 124933 64274 59076 1583 168953 86736 79940 2277 11906 11906 39073 39073 1868096 1396435 461870 9791 11719 3740 7889 90 145271 59780 83768 1723 93758 34895 58863 92576 44829 47747 37642 16569 20562 511 DUES AND SUBSCRIPTIONS 54609 14645 39964 MBR/EE ENGAGEMENT 21243 0 21243 RECRUITING 19531 18497 1034 85488 79952 5403 133 5694059 3408873 2237233 47953 166430 122522 3607961 2899896 2192187 1574687 153255 194665 143625 33236 187722 127484 97879 60238 265647 212864 6626984 5098108 264273 279492 69212 40320 277338 225918 610823 545730 X 3111647 2008271 2904514 2544107 6016161 4552378 6626984 5098108 -1463783 0 X 0 1 X 1 0 X 6638284 33614454 5341449 1332332 2822612 49749131 6638284 33614454 5341449 1332332 2822612 49749131 7796268 41952863 60738 23206 12566 17295 81154 194959 49944090 9381991 0.84000 0.84510 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 5694059 5694059 434703 108676 0 0 432763 434703 867466 1301199 108191 108676 216867 325301 59815 17165 42650 127907 110319 17588 60238 FUNDS HELD FOR LEGAL SUPPORT 16500 LEASE LIABILITIES 209418 225918 4255276 25000 25000 4230276 0 4230276 5719059 25000 25000 5694059 0 5694059 1 CENTER FOR CHILDREN AND YOUTH JUSTICE 300 ELLIOTT AVE W STE 360 SEATTLE WA 98119 204457248 501C3 8334 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. COMMUNITY FOUNDATION OF SNOHOMISH COUNTY 2823 ROCKEFELLER AVENUE EVERETT WA 98201 943188703 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. THE COMMUNITY FOUNDATION OF SOUTH PUGET SOUND 212 UNION AVE SE STE 102 OLYMPIA WA 98501 943121390 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. GREATER TACOMA COMMUNITY FOUNDATION 950 PACIFIC AVENUE SUITE 1100 TACOMA WA 98402 911007459 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. KITSAP COMMUNITY FOUNDATION PO BOX 3670 SILVERDALE WA 98383 943205217 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. POTLATCH FOUNDATION 801 2ND AVE UNIT 304 SEATTLE WA 98104 731712905 501C3 30000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. PRIDE FOUNDATION 2014 E MADISON ST SUITE 300 SEATTLE WA 98122 911325007 501C3 30000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. SEATTLE FOUNDATION 1601 5TH AVENUE SUITE 1900 SEATTLE WA 98101 916013536 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. SPOKANE COUNTY UNITED WAY 920 N WASHINGTON SUITE 100 SPOKANE WA 99201 910606058 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. UNITED WAY OF CENTRAL WASHINGTON 116 SOUTH 116TH STREET YAKIMA WA 98901 910639892 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. UNITED WAY OF BENTON AND FRANKLIN COUNTIES 401 N YOUNG ST KENNEWICK WA 99336 910682177 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. BLACK FUTURES CO-OP 1601 5TH AVENUE SUITE 1900 SEATTLE WA 98101 916013536 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. BLUE MOUNTAIN COMMUNITY FOUNDATION 22 E POPLAR ST SUITE 206 PO BOX 603 WALLA WALLA WA 99362 911250104 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. COMMUNITY FOUNDATION OF NORTH CENTRAL WASHINGTON 9 S WENATCHEE AVE WENATCHEE WA 98801 911349486 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. COMMUNITY FOUNDATION FOR SOUTHWEST WASHINGTON 610 ESTHER STREET STE 201 VANCOUVER OR 98660 911246778 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. INNOVIA FOUNDATION 421 W RIVERSIDE AVE SUITE 606 SPOKANE WA 99201 910941053 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. LATINO CF PO BOX 30669 SEATTLE WA 98103 205987399 501C3 30000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. UNITED WAY OF THE COLUMBIA-WILLAMETTE 619 SW 11TH AVE STE 300 PORTLAND WA 97205 930582124 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. UNITED WAY OF SNOHOMISH COUNTY 3120 MCDOUGALL AVE 200 EVERETT WA 98201 910606507 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. UNITED WAY OF KING COUNTY 720 SECOND AVE SEATTLE WA 98104 910565555 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. WHATCOM COMMUNITY FOUNDATION 1500 CORNWALL AVENUE SUITE 202 BELLINGHAM WA 98225 911726410 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. YAKIMA VCF 316 E YAKIMA AVE SUITE 201 YAKIMA WA 98901 200697012 501C3 15000 0 TO SUPPORT LEARNING GOALS WITH A FOCUS ON DIVERSITY, RACIAL EQUITY AND INCLUSION. 22 0 PART I, LINE 2: PHILANTHROPY NORTHWEST (PNW) DEVELOPS FAMILIARITY AND UNDERSTANDING OF GRANTEES ORGANIZATIONAL MISSION, GOALS AND PROGRAMS. AS IT IS NOT AN ORGANIZATION FOCUS, PNW RARELY EMBARKS ON GRANTMAKING. SINCE GRANTMAKING IS LIMITED IN SCOPE, PNW HAS THE RESOURCES AND TIME TO INVEST IN VETTING GRANTEES AND CLOSELY MONITORING ITS GRANTMAKING PROCESS. GRANTEES USUALLY ARE REQUIRED TO COMPLETE A FINAL REPORT AT THE CLOSE OF THE GRANT CYCLE. PNW FOLLOWS UP WITH THE GRANTEES TO ENSURE REPORTS ARE COMPLETE AND FILED. PNW IS IN CLOSE CONTACT WITH GRANTEES DURING THE GRANT PERIOD. X X X X 0 0 0 0 0 0 0 1 0 JILL TEIKO NISHI CEO 305294 0 0 0 0 0 20118 0 1490 0 326902 0 0 0 MEREDITH SUE HEONG HIGASHI CHIEF OF STAFF 154688 0 1500 0 0 0 11127 0 9077 0 176392 0 0 0 RACHEL JACKSON VP PEOPLE, OPERATIONS AND FINANCE 153887 0 1000 0 0 0 5467 0 8732 0 169086 0 0 0 KAREN PAGE WESTING VP MARKETING AND COMMUNICATIONS 139614 0 0 0 0 0 10283 0 9019 0 158916 0 0 0 NANCY SANABRIA VP PROGRAM STRATEGIES 135738 0 0 0 0 0 10157 0 9010 0 154905 0 0 0 PART I, LINE 7 THE EXECUTIVE COMMITTEE OF THE BOARD RECOMMENDS ANY CEO BONUS TO THE FULL BOARD FOR APPROVAL FOLLOWING AN ANNUAL REVIEW. MANAGERS RECOMMEND EMPLOYEES ELIGIBLE FOR BONUSES FOR CEO DETERMINATION. FORM 990, PART I, LINE 6: THE VOLUNTEER COUNT IS COMPRISED OF THE BOARD MEMBERS AND OTHER COMMUNITY MEMBERS SERVING ON BOARD COMMITTEES. FORM 990, PART III, LINE 3 PHILANTHROPY NORTHWEST HAS EXPANDED THEIR SERVICES BEYOND THEIR MEMBER ORGANIZATIONS TO PROVIDE A COMMUNITY WITH OPPORTUNITIES FOR LEARNING, NETWORKING AND CONSULTING SUPPORT. PNW IS COMMITTED TO STRENGTHENING COMMUNITIES IN THE NORTHWEST AND BEYOND TO DO TRANSFORMATIVE WORK TOWARDS REDISTRIBUTING RESOURCES AND POWER TO UNDERINVESTED COMMUNITIES. FORM 990, PART VI, SECTION A, LINE 6 MEMBERS OF PHILANTHROPY NORTHWEST INCLUDE FOUNDATIONS, CORPORATE GIVING PROGRAMS, GOVERNMENTS, AND INDIVIDUALS WHOSE PRINCIPAL FUNCTION IS MAKING GRANTS IN ALASKA, IDAHO, MONTANA, OREGON, WASHINGTON, AND WYOMING. EACH MEMBER ORGANIZATION OR INDIVIDUAL MEMBER IS ALLOWED ONE VOTE TO ELECT THE ORGANIZATION'S BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7A MEMBERS OF PHILANTHROPY NORTHWEST PARTICIPATE IN THE ANNUAL MEMBERSHIP MEETING AND VOTE TO ELECT THE BOARD OF DIRECTORS. FORM 990, PART VI, SECTION A, LINE 7B BYLAWS MAY BE AMENDED OR REPEALED BY A VOTE OF TWO-THIRDS OF ALL THE DIRECTORS OR BY A VOTE OF TWO-THIRDS OF ALL THE MEMBERS AT ANY MEETING. FORM 990, PART VI, SECTION B, LINE 11B THE FINANCE COMMITTEE, WITH AUTHORITY FROM THE BOARD OF DIRECTORS, RECEIVES AND REVIEWS THE FORM 990 BEFORE IT IS FILED. A FULL COPY OF THE TAX RETURN IS AVAILABLE TO THE BOARD PRIOR TO FILING WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE CONFLICT OF INTEREST POLICY APPLIES TO EACH BOARD MEMBER AND THE CEO. THE PROCESS FOR MONITORING THE CONFLICT OF INTEREST POLICY INCLUDES DISTRIBUTING AND COLLECTING CONFLICT OF INTEREST FORMS FROM BOARD MEMBERS AND THE CEO AT THE FIRST BOARD MEETING EACH YEAR. HOWEVER, SHOULD A POTENTIAL CONFLICT OF INTEREST ARISE, THE ISSUE WOULD BE BROUGHT TO THE CEO AND THEN REVIEWED BY THE BOARD BEFORE A VOTE OR DECISION WAS MADE. IF NECESSARY, THE INDIVIDUAL INVOLVED WOULD RECUSE HIMSELF/HERSELF FROM DISCUSSING OR VOTING ON THE MATTER. FORM 990, PART VI, SECTION B, LINE 15 THE CEO PERFORMANCE REVIEW AND COMPENSATION COMMITTEE, WITH AUTHORITY FROM THE BOARD OF DIRECTORS, CONDUCTS AN ANNUAL PERFORMANCE REVIEW OF THE CEO. THE PERFORMANCE REVIEW AND CURRENT SALARY BENCHMARK DATA PROVIDE THE BASIS FOR THE COMMITTEE'S RECOMMENDATION OF ANY ADJUSTMENT TO COMPENSATION FOR THE CEO. THE REVIEW WAS MOST RECENTLY COMPLETED IN 2023. KEY EMPLOYEE AND OTHER OFFICER COMPENSATION ARE BENCHMARKED TO SEVERAL ANNUAL SURVEYS, AND PEGGED AGAINST THE EMPLOYEE'S ANNUAL PERFORMANCE REVIEW. COMPENSATION ADJUSTMENTS ARE THEN APPROVED BY THE CEO. FORM 990, PART VI, SECTION C, LINE 19 PHILANTHROPY NORTHWEST MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST. FORM 990, PART IX, LINE 11G PROFESSIONAL FEES DESIGN: PROGRAM SERVICE EXPENSES 5,984. MANAGEMENT AND GENERAL EXPENSES 4,236. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 10,220. PROFESSIONAL FEES GIVING PRACTICE CONSULTANTS: PROGRAM SERVICE EXPENSES 1,069,456. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 1,069,456. PROFESSIONAL FEES PAYROLL/HR: PROGRAM SERVICE EXPENSES 0. MANAGEMENT AND GENERAL EXPENSES 11,582. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 11,582. PROFESSIONAL FEES RESEARCH & DEVELOPMENT: PROGRAM SERVICE EXPENSES 9,200. MANAGEMENT AND GENERAL EXPENSES 15,942. FUNDRAISING EXPENSES 9,791. TOTAL EXPENSES 34,933. PROFESSIONAL FEES WEBSITE SUPPORT: PROGRAM SERVICE EXPENSES 1,320. MANAGEMENT AND GENERAL EXPENSES 1,925. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,245. PROFESSIONAL FEES BCP CONSULTANTS: PROGRAM SERVICE EXPENSES 173,500. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 173,500. PROFESSIONAL FEES (OTHER): PROGRAM SERVICE EXPENSES 136,975. MANAGEMENT AND GENERAL EXPENSES 428,185. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 565,160.