2025-11-02T15:11:35-06:00 2024-12-31 HAN GROUP LLC 1020 19TH STREET NW SUITE 800 WASHINGTON DC 20036 990 2024-01-01 522055016 NATIONAL CENTER FOR FAMILY PHILANTHROPY INC NATI 2022933424 1667 K STREET NW 350 WASHINGTON DC 20006 NICHOLAS A TEDESCO PRESIDENT AND CEO 2022933424 2025-10-31 1 1 JENNIFER S HAN P00633304 2022937000 2025-10-31 2024 2025-03-06 01:10:19Z NICHOLAS A TEDESCO 1667 K STREET NW 350 WASHINGTON DC 20006 7453913 0 X NCFP.ORG X 1997 DE PROMOTES PHILANTHROPIC VALUES & VISION & EXCELLENCE ACROSS GENERATIONS OF DONORS AND DONOR FAMILIES. 15 15 25 350 0 0 9131762 5974135 567798 1201378 173114 256701 3411 0 9876085 7432214 5011259 2000 0 0 3282239 3897650 0 0 862147 2477262 2924017 10770760 6823667 -894675 608547 8695253 9168640 2147658 2012789 6547595 7155851 X 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 1601871 914207 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. 1409217 MEMBER RESOURCES AND SUPPORT - NCFP AIMS TO ENSURE THAT PHILANTHROPIC FAMILIES GAIN CLARITY OF PURPOSE AND ACHIEVE MEANING AND IMPACT IN THEIR GIVING, WHILE THE FIELD OF FAMILY PHILANTHROPY PURSUES AN AMBITIOUS VISION TOWARD BUILDING A MORE EQUITABLE WORLD. IN ADDITION ACTIVATING A NETWORK OF PHILANTHROPIC FAMILIES WHO ARE MOTIVATED AND EQUIPPED TO EFFECTIVELY DEPLOY THEIR RESOURCES, NCFP PARTNERS WITH PEER DONOR-SERVING ORGANIZATIONS TO SERVE AS A HUB OF LEARNING, CONNECTION, AND ACTION. 572114 59500 LEARNING AND ACTION COHORT - NCFP LEARNING AND ACTION COHORT ARE ONGOING COHORTS DEDICATED TO DEEP SHARED LEARNING ABOUT A SPECIFIC CONCEPT IN FAMILY PHILANTHROPY, WITH AN EXPECTATION OF A COMMITMENT TO DEFINED ACTION(S) AFTER THE COMPLETION OF THE COHORT. EACH COHORT COLLECTIVELY WORKS THROUGH A CURRICULUM WITH DISCRETE LEARNINGS CARRIED OUT BY MULTIPLE PEER LEARNING EVENTS LED BY EXPERTS IN THE FIELD. LEARNING AND ACTION COHORTS PROVIDE A CONNECTED AND DEDICATED PEER COMMUNITY WHILE ENCOURAGING FUNDERS TO THINK DIFFERENTLY AND COMMIT TO LEARNING AND REAL ACTION. COHORTS ARE GATED (BY INVITATION OR APPLICATION). 571581 224971 PROGRAM SUPPORT 435611 PEER NETWORKS 226197 2000 FELLOWS 179873 2700 CONFERENCES AND SPEAKING ENGAGEMENTS 1413262 2000 227671 4996464 1 1 0 0 0 0 0 0 0 0 1 0 0 1 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 43 0 1 25 1 0 0 0 0 0 0 0 0 0 0 0 0 X 15 15 0 0 0 0 0 0 0 1 1 0 0 0 1 1 1 1 1 1 1 0 CA CO CT FL IL MI MS NY PA TN WA X X DIANA HEATH 2022933424 1667 K STREET NW SUITE 350 WASHINGTON DC 20006 ASHLEY BLANCHARD CHAIR 2.00 X X 0 0 0 KIMBERLY DASHER TRIPP VICE CHAIR 1.50 X X 0 0 0 MICHAEL MEADOWS TREASURER 1.50 X X 0 0 0 ERIN HOGAN SECRETARY 1.50 X X 0 0 0 SAM BONSEY DIRECTOR 1.00 X 0 0 0 KARA INAE CARLISLE 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 STACEY FAELLA 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 GILBERT MILLER DIRECTOR 1.00 X 0 0 0 ELIZABETH CARLOCK PHILLIPS DIRECTOR 1.00 X 0 0 0 ANTHONY RICHARDSON DIRECTOR (THRU JUNE) 1.00 X 0 0 0 VASSER SEYDEL DIRECTOR 1.00 X 0 0 0 JUNE WILSON DIRECTOR 1.00 X 0 0 0 NICHOLAS A TEDESCO PRESIDENT AND CEO 45.00 X 354423 0 30000 MIKI AKIMOTO CHIEF IMPACT OFFICER 45.00 X 237615 0 32415 DIANA HEATH CHIEF OPERATING OFFICER 45.00 X 229711 0 42524 MARY LYONS SENIOR DIRECTOR 45.00 X 177673 0 21305 SOKOL SHTYLLA SENIOR DIRECTOR 45.00 X 173350 0 40599 VIRGINIA M ESPOSITO SENIOR ADVISOR 25.00 X 226294 0 11415 JASON BORN SENIOR DIRECTOR 40.00 X 184769 0 11466 DARIA TEUTONICO DIRECTOR 40.00 X 141356 0 9143 CASSIE BEAN DIRECTOR 40.00 X 137001 0 24710 MAUREEN M ESPOSITO SENIOR MANAGER 40.00 X 111608 0 27725 1973800 0 251302 14 0 1 0 LM ATLANTA HOTEL LLC 1065 PEACHTREE STREET NE ATLANTA GA 30309 VENUE SERVICES 328868 LEVERAGE PHILANTHROPIC PARTNERS LLC 328 W 19TH STREET 5D NEW YORK NY 10011 CONSULTING 216420 THE BAKER GROUP 10736 JEFFERSON BOULEVARD 659 CULVER CITY CA 90230 CONSULTING 167387 ARABELLA ADVISORS LLC 1828 L STREET NW SUITE 300 WASHINGTON DC 20036 ACCOUNTING SERVICES 154293 PANORAMA GLOBAL INC 2101 FOURTH AVENUE SUITE 2100 SEATTLE WA 98121 CONSULTING 125000 6 2095108 3879027 849019 5974135 PROGRAM REGISTRATIONS 611710 959980 959980 CONSULTING INCOME 900099 241398 241398 1201378 257706 257706 20694 21699 -1005 -1005 -1005 7432214 1201378 0 256701 X 2000 2000 1339615 833574 337172 168869 2022489 1541117 162240 319132 89754 68145 462 21147 219930 80463 111 139356 225862 133068 58257 34537 8975 5660 1951 1364 181447 6556 173248 1643 1172167 1049033 78243 44891 58708 58186 307 215 94659 61879 18451 14329 197048 142227 32261 22560 276655 171970 61615 43070 212785 177430 12692 22663 595193 581005 2161 12027 550 341 123 86 68752 40514 18086 10152 31738 19727 7068 4943 PUBLICATIONS 21453 20559 526 368 DUES AND SUBSCRIPTIONS 3887 3010 82 795 6823667 4996464 965056 862147 264189 441527 5032605 6279331 1216872 700536 60500 20500 253662 124784 317615 283790 98779 33825 3247 5777 1765399 1562360 8695253 9168640 217320 238039 20694 1930338 1754056 2147658 2012789 X 5386069 5811406 1161526 1344445 6547595 7155851 8695253 9168640 608547 -291 0 X X 0 1 X 1 0 X 2573239 7599461 4160974 9131762 5974135 29439571 2573239 7599461 4160974 9131762 5974135 29439571 6246086 23193485 1337 653 1910 173181 257706 434787 48373 48373 29922731 4523970 0.77510 0.78520 X SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: MISCELLANEOUS INCOME - 2022 AMOUNT: $ 48,373. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 23057 20759 2298 294558 263031 31527 33825 SECURITY DEPOSITS 14888 RIGHT-OF-USE ASSETS - OPERATING LEASE 1535130 RIGHT-OF-USE ASSETS - FINANCE LEASE 12342 1562360 OPERATING LEASE LIABILITY 1741259 FINANCE LEASE LIABILITY 12797 1754056 X 7431923 -291 -291 7432214 0 7432214 6823667 0 6823667 0 6823667 PART X, LINE 2: THE ORGANIZATION FOLLOWS THE AUTHORITATIVE GUIDANCE RELATING TO ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES INCLUDED IN ASC TOPIC 740, INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. IT IS THE ORGANIZATION'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN INCOME TAX EXPENSES. THE ORGANIZATION PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE ANY EFFECT ON ITS TAX-EXEMPT STATUS. THE STATUTE OF LIMITATIONS GENERALLY REMAINS OPEN FOR THREE TAX YEARS WITH THE U.S. FEDERAL JURISDICTION OR THE VARIOUS STATES AND LOCAL JURISDICTIONS IN WHICH THE ORGANIZATION FILES TAX RETURNS. X 1 1 X X X X 0 0 0 0 0 0 0 1 0 NICHOLAS A TEDESCO PRESIDENT AND CEO 339423 0 15000 0 0 0 17250 0 12750 0 384423 0 0 0 DIANA HEATH CHIEF OPERATING OFFICER 219711 0 10000 0 0 0 11981 0 30543 0 272235 0 0 0 MIKI AKIMOTO CHIEF IMPACT OFFICER 227615 0 10000 0 0 0 11981 0 20434 0 270030 0 0 0 VIRGINIA M ESPOSITO SENIOR ADVISOR 226294 0 0 0 0 0 11415 0 0 0 237709 0 0 0 SOKOL SHTYLLA SENIOR DIRECTOR 169350 0 4000 0 0 0 9038 0 31561 0 213949 0 0 0 MARY LYONS SENIOR DIRECTOR 174673 0 3000 0 0 0 6467 0 14838 0 198978 0 0 0 JASON BORN SENIOR DIRECTOR 179769 0 5000 0 0 0 9238 0 2228 0 196235 0 0 0 CASSIE BEAN DIRECTOR 135001 0 2000 0 0 0 6919 0 17791 0 161711 0 0 0 DARIA TEUTONICO DIRECTOR 136356 0 5000 0 0 0 7068 0 2075 0 150499 0 0 0 PART I, LINE 1A THE INDIVIDUAL THAT USES FIRST CLASS TRAVEL DOES SO VIA MEDICAL NECESSITY WITH A MEDICAL NOTE FROM A DOCTOR ON FILE. MOST OF THE INDIVIDUAL'S TRAVEL IS REIMBURSED BY CLIENTS; THE ORGANIZATION GENERALLY PAYS FOR 1-2 TRIPS PER YEAR FOR THIS INDIVIDUAL WITHOUT REIMBURSEMENT. PART I, LINE 7 THE ORGANIZATION PROVIDES ANNUAL MERIT BONUSES FOR ALL EMPLOYEES, INCLUDING THOSE LISTED ON THE FORM 990. THESE ARE PERFORMANCE-BASED AND DETERMINED BY THE EXECUTIVE TEAM. THE PRESIDENT AND CEO'S BONUS IS DETERMINED BY THE BOARD OF DIRECTORS. THE FOLLOWING IS THE 2024 BONUS INFORMATION FOR THE EMPLOYEES LISTED IN PART VII. 1. NICHOLAS A. TEDESCO - $15,000 2. MIKI AKIMOTO - $10,000 3. DIANA HEATH - $10,000 4. JASON BORN - $5,000 5. MARY LYONS - $3,000 6. SOKOL SHTYLLA - $4,000 7. DARIA TEUTONICO - $5,000 8. CASSIE BEAN - $2,000 9. MAUREEN M. ESPOSITO - $3,000 X 2 849019 FMV 0 1 0 PART I, COLUMN (B): THE TOTAL REPRESENTED IN PART I, COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS THAT WERE RECEIVED FOR THE YEAR ENDED DECEMBER 31, 2024. FORM 990, PART VI, SECTION B, LINE 11B NCFP'S OUTSOURCED ACCOUNTING TEAM, KIWI, ASSISTS IN PREPARING THE FORM 990 REVIEW PROCESS TO ENSURE ACCURACY, COMPLIANCE, AND TRANSPARENCY. KIWI BEGINS BY COORDINATING WITH THE EXTERNAL PREPARER TO OBTAIN THE DRAFT RETURN, WHICH IS THOROUGHLY REVIEWED FOR CONSISTENCY WITH AUDITED FINANCIALS AND ACCURATE DISCLOSURE OF GOVERNANCE AND PROGRAM INFORMATION. KIWI THEN COLLABORATES WITH EXECUTIVE LEADERSHIP TO CONFIRM THAT ALL NARRATIVE SECTIONS AND COMPENSATION DETAILS ARE PROPERLY REPRESENTED. NCFP'S CEO AND COO REVIEW THE FORM 990, LARGELY FOCUSED ON TOP-LINE NUMBERS AND NARRATIVE PORTIONS. NCFP'S BOARD OF DIRECTORS DELEGATES THE BOARD'S REVIEW AND APPROVAL OF THE FORM 990 TO ITS FINANCE & AUDIT COMMITTEE. THE COMMITTEE REVIEWS THE RETURN ASYNCHRONOUSLY AND APPROVES FILING IT VIRTUALLY. SHOULD THE COMMITTEE HAVE QUESTIONS, THEY DIRECT THEM TO THE COO. THE COMMITTEE ALSO CAN REACH OUT TO THE PREPARER WITH QUESTIONS AS NEEDED. THE FINAL TAX RETURN IS SENT TO THE FULL BOARD OF DIRECTORS AFTER FILING WITH THE INTERNAL REVENUE SERVICE. 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. TO ENSURE THAT THE ORGANIZATION OPERATES IN A MANNER CONSISTENT WITH ITS STATUS AS AN ORGANIZATION EXEMPT FROM FEDERAL INCOME TAX, THE BOARD SHALL AUTHORIZE AND OVERSEE A PERIODIC REVIEW OF THE ADMINISTRATION OF THIS CONFLICT OF INTEREST POLICY. THE REVIEW MAY BE WRITTEN OR ORAL. THE REVIEW SHALL CONSIDER THE LEVEL OF COMPLIANCE WITH THE POLICY, THE CONTINUING SUITABILITY OF THE POLICY, AND WHETHER THE POLICY SHOULD BE MODIFIED AND IMPROVED. FORM 990, PART VI, SECTION B, LINE 15 COMPENSATION FOR THE PRESIDENT AND CEO, 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. THE PRESIDENT AND CEO'S COMPENSATION IS REVIEWED ANNUALLY BY THE BOARD OF DIRECTORS AND WAS MOST RECENTLY REVIEWED AND ADJUSTED IN JANUARY 2025. ALL OTHER EMPLOYEES ARE ALSO REVIEWED ON AN ANNUAL BASIS (ON THE SAME TIME FRAME AS THE CEO) AND ARE COMPENSATED USING PRE-ESTABLISHED PAY BANDS. THOSE PAY BANDS WERE ORIGINALLY ESTABLISHED IN FALL 2022 AND ARE AGED EACH YEAR IN ACCORDANCE WITH DATA ON COST OF LIVING AND LABOR CHANGES NATIONWIDE. 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 CONSULTING SERVICES: PROGRAM SERVICE EXPENSES 683,284. MANAGEMENT AND GENERAL EXPENSES 32. FUNDRAISING EXPENSES 67. TOTAL EXPENSES 683,383. ORGANIZATIONAL DEVELOPMENT: PROGRAM SERVICE EXPENSES 137,854. MANAGEMENT AND GENERAL EXPENSES 49,396. FUNDRAISING EXPENSES 34,543. TOTAL EXPENSES 221,793. AUTHOR: PROGRAM SERVICE EXPENSES 79,054. MANAGEMENT AND GENERAL EXPENSES 557. FUNDRAISING EXPENSES 389. TOTAL EXPENSES 80,000. RESEARCHER: PROGRAM SERVICE EXPENSES 65,300. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 65,300. HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 35,735. MANAGEMENT AND GENERAL EXPENSES 12,805. FUNDRAISING EXPENSES 8,955. TOTAL EXPENSES 57,495. SPEAKER: PROGRAM SERVICE EXPENSES 47,442. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 47,442. PROFESSIONAL DEVELOPMT/TRAINING: PROGRAM SERVICE EXPENSES 364. MANAGEMENT AND GENERAL EXPENSES 15,453. FUNDRAISING EXPENSES 937. TOTAL EXPENSES 16,754. FORM 990, PART XII, LINE 2C: NCFP HAS A COMMITTEE THAT ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT, REVIEW, OR COMPILATION OF ITS FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT. THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.