2025-11-03T16:29:35-06:00 2024-12-31 331374517 PKF O'CONNOR DAVIES ADVISORY LLC 20 COMMERCE DRIVE SUITE 301 CRANFORD NJ 070163618 990 2024-01-01 330919329 GRANTMAKERS FOR EDUCATION GRAN 5035952100 400 SE 103RD DRIVE 33348 PORTLAND OR 97216 NICOLE R LEACH EXECUTIVE DIRECTOR 5035952100 2025-11-03 1 1 MELISSA MODELSON P01603524 9082726200 2025-11-03 2024 2025-03-06 01:10:19Z X NICOLE R LEACH 400 SE 103RD DRIVE 33348 PORTLAND OR 97216 3389406 0 X WWW.EDFUNDERS.ORG X 2000 OR IS A NETWORK OF EDUCATION PHILANTHROPISTS DEDICATED TO LEARNING, COLLABORATING, AND TAKING COLLECTIVE ACTION TO ADVANCE EFFECTIVE, EQUITABLE, AND STRATEGIC GRANTMAKING. 11 11 10 12 0 0 2139552 2495062 682895 845410 1693 47196 0 1738 2824140 3389406 0 0 0 0 1320071 1443927 0 0 122423 1728720 1763020 3048791 3206947 -224651 182459 3140636 3226949 612796 434839 2527840 2792110 X AS THE LEADING NETWORK FOR EDUCATION PHILANTHROPY, GRANTMAKERS FOR EDUCATION OFFERS AN UNPARALLELED PLATFORM FOR LEARNING, COLLABORATION, AND INFLUENCE-BACKED BY FRONT-LINE SECTOR RESEARCH, EXCLUSIVE INSIGHTS AND A VIBRANT COMMUNITY OF PEERS. 0 0 1159883 0 845410 CONFERENCES AND PROGRAMS: THE CORE OF GRANTMAKERS FOR EDUCATION'S WORK WITH GRANTMAKERS REMAINS IN-PERSON AND VIRTUAL PROGRAMS AND CONVENINGS DESIGNED TO GIVE FUNDERS OPPORTUNITIES TO DELVE DEEPER INTO EDUCATIONAL ISSUES AND STRATEGIES, DISCUSS GRANTMAKING DILEMMAS, AND CONNECT WITH COLLEAGUES WORKING ON SIMILAR ISSUES. EQUITY IS INCORPORATED THROUGHOUT OUR PROGRAMMING. THIS YEAR THE ORGANIZATION OFFERED A WIDE ARRAY OF PROGRAM FORMATS COVERING A LARGE RANGE OF TOPICS OVER THE YEAR. MEMBERS WERE ABLE TO SELECT FROM ALMOST 50 OFFERINGS, IN ADDITION TO THE CONFERENCE, THAT SERVED MANY LEARNING STYLES IN A NUMBER OF VENUES. FROM TOPICAL WEBINARS, TO IN-PERSON STUDY TOURS TO ON-SITE AND VIRTUAL GATHERINGS, MEMBERS WERE ABLE TO LEARN ABOUT AND ENGAGE WITH TOPICS THAT COVERED THE EDUCATION SPECTRUM AND BEYOND.GRANTMAKERS FOR EDUCATION'S ANNUAL CONFERENCE REMAINS OUR LARGEST AND MOST POPULAR PROGRAM. THE CONFERENCE IS A DYNAMIC NATIONAL GATHERING FOR FUNDERS TO LEARN ABOUT EMERGING EDUCATION ISSUES AND EFFECTIVE EDUCATION PHILANTHROPY. THE 2024 ANNUAL CONFERENCE WAS A CELEBRATED SUCCESS, WHICH OVERALL PROVIDED A 98% SATISFACTION RATE. ALMOST 850 EDUCATION GRANTMAKERS AND EXPERTS ENGAGED IN CONVERSATIONS AND PROGRAMMING CENTERED ON THE PUBLIC PROMISE OF EDUCATION IN A VIBRANT AND INCLUSIVE MULTIRACIAL DEMOCRACY. ATTENDEES WERE ENTHUSIASTIC ABOUT LEARNING, MEETING IN PERSON AND CONNECTING WITH COLLEAGUES. 475217 0 0 IMPACT GROUPS: IMPACT GROUPS ARE COMMUNITIES OF MEMBERS WHO AGREE TO LEARN AND LEAD TOGETHER. GRANTMAKERS FOR EDUCATION HOSTS IMPACT GROUPS AS MEMBER-DRIVEN SPACES IN WHICH PARTICIPANTS WITH A COMMON INTEREST CAN CONNECT AND COLLABORATE AROUND A SPECIFIC TOPIC TO EXCHANGE IDEAS, SHARE AND DEVELOP STRATEGIES AND BUILD RELATIONSHIPS. FROM GRAPPLING WITH IDEAS ABOUT CRITICAL PROBLEMS TO STUDYING POTENTIAL SOLUTIONS TO TAKING ACTION WITH OTHERS, AND MORE, IMPACT GROUPS ALLOW PARTICIPANTS TO EXPLORE AND UNDERSTAND THEIR INDIVIDUAL, ORGANIZATIONAL, AND COLLECTIVE ROLE IN TACKLING THE LARGE AND COMPLEX ISSUES WITHIN OUR EDUCATION SYSTEMS.THE INFLUENCE AND IMPACT OF GRANTMAKERS FOR EDUCATION IMPACT GROUPS CONTINUES TO GROW OVER THE YEARS. IN 2024, THE OUT-OF-SCHOOL TIME IMPACT GROUP HELD OVER 20 PROGRAMS AND EVENTS, WHICH INCLUDED ALMOST 1,000 PARTICIPANTS. IN ADDITION, THEY PUBLISHED A DATABASE WITH MULTIPLE PARTNERS ON STRATEGIES TO SUPPORT A THRIVING OUT-OF-SCHOOL TIME WORKFORCE. THE POSTSECONDARY ACCESS AND ATTAINMENT IMPACT GROUP MAINTAINED REGULAR COMMUNICATION WITH ALMOST 300 MEMBER COLLEAGUES, STARTED A NEW WEBINAR SERIES AND RESEARCHED AND PUBLISHED A LANDSCAPE SCAN OF POSTSECONDARY COLLABORATIVES. IN ADDITION, GRANTMAKERS FOR EDUCATION LAUNCHED A NEW IMPACT GROUP IN 2024 ON PLAYFUL LEARNING. OTHER IMPACT GROUPS CONTINUED THEIR STRONG WORK IN BRINGING TOGETHER MINDFUL LEADERS IN THEIR AREAS OF INTEREST TO LEARN, CONNECT AND ADVANCE THE FIELD. 468926 0 0 MEMBER SERVICE AND STRATEGIC INITIATIVES: GRANTMAKERS FOR EDUCATION PROVIDES 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. 128247 0 0 COMMUNICATIONS AND PUBLICATIONS: THE COMMUNICATIONS AND PUBLICATIONS FUNCTION INCLUDES DEVELOPING REPORTS, CASE STUDIES AND NEWSLETTERS THAT PROMOTE DEEPER KNOWLEDGE OF EFFECTIVE GRANTMAKING PRACTICES AS WELL AS HIGHLIGHT TRENDS AND EMERGING DEVELOPMENTS IN THE FIELD. GRANTMAKERS FOR EDUCATION HAD AN ACTIVE YEAR IN COMMUNICATIONS, LAUNCHING A FEATURE TO SHOWCASE MEMBER VOICES, RELEASING PUBLICATIONS THAT HELPED GRANTMAKERS MAKE SENSE OF AND DRIVE ACTION IN THE FIELD, AND CLOSING SEASON TWO OF OUR PODCAST.MEMBER INSIGHTSMEMBER INSIGHTS IS A NEW OFFERING THIS YEAR CREATED FOR MEMBERS TO SHARE IDEAS, SUCCESSES, CHALLENGES OR LESSONS THAT CAN BUILD KNOWLEDGE, GROW OUR COMMUNITY AND STRENGTHEN THE FIELD OF EDUCATION PHILANTHROPY. THE QUARTERLY FEATURE IN OUR NEWSLETTER AND WEBSITE FEATURED FOUR MEMBERS WRITING ABOUT TOPICS THAT COVERED THE VALUE OF INVESTING IN PUBLIC EDUCATION ADVOCACY, THE POTENTIAL OF PLAYFUL LEARNING AND THE IMPORTANCE OF LEADERSHIP FOR EDUCATION EQUITY.PUBLICATIONSOVER THE YEAR, GRANTMAKERS FOR EDUCATION PRODUCED THREE PUBLICATIONS: AFTERSCHOOL AND SUMMER WORKFORCE SOLUTIONS DATABASE LANDSCAPE SCAN OF POSTSECONDARY FUNDER COLLABORATIVES GRANTMAKERS FOR EDUCATION'S TOP 10 OF 2024 128247 0 0 2232273 1 1 0 0 0 0 0 0 0 0 0 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 47 0 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 1 0 OR X NICOLE R LEACH 5035952100 400 SE 103RD DRIVE 33348 PORTLAND OR 97216 SARA SNEED CHAIR 5.50 X X 0 0 0 SOPHIE FANELLI VICE CHAIR 4.50 X X 0 0 0 PAUL HERDMAN TREASURER 4.50 X X 0 0 0 DANIELLE PULLIAM SECRETARY 5.50 X X 0 0 0 LYNN ALVAREZ BOARD MEMBER THRU 6/2024 2.50 X 0 0 0 JOHN FITZPATRICK BOARD MEMBER 1.00 X 0 0 0 SHAWN MOREHEAD BOARD MEMBER 3.50 X 0 0 0 BILL MOSES BOARD MEMBER 1.00 X 0 0 0 KATRINA MITCHELL BOARD MEMBER 4.00 X 0 0 0 GISELE C SHORTER BOARD MEMBER 4.00 X 0 0 0 LAVERNE SRINIVASAN BOARD MEMBER 4.00 X 0 0 0 KENITA WILLIAMS BOARD MEMBER 4.50 X 0 0 0 NICOLE R LEACH EXECUTIVE DIRECTOR 40.00 X 235266 0 46749 BEVERLY ROSS DENNY MANAGING DIRECTOR 40.00 X 202998 0 31823 STEPHANIE WALLER PROGRAM DIRECTOR 40.00 X 111080 0 21575 KYLE MALONE EXTERNAL AFFAIRS DIRECTOR 40.00 X 105537 0 34485 PAUL MOON CONFERENCE AND EVENTS DIRECTOR 40.00 X 104461 0 15098 759342 0 149730 5 0 1 0 REBECCA GOLDBERG 7 EAST POPLAR AVENUE SAN MATEO CA 94401 PROGRAM FACILITATOR 143361 KATHLEEN TRAPHAGEN 496 SOUTH EAST STREET AMHERST MA 01002 PROGRAM FACILITATOR 103693 2 959360 1535702 2495062 CONFERENCE INCOME 900099 835900 835900 SEMINARS & PROGRAM INC 900099 9510 9510 845410 47196 47196 MISCELLANEOUS INCOME 900099 1738 1738 1738 3389406 845410 0 48934 X 516836 197860 285607 33369 690532 333252 312899 44381 63352 30802 28477 4073 81642 36403 40288 4951 91565 41340 44445 5780 28584 28584 18474 18474 5708 5708 752831 685405 45262 22164 96103 78432 14293 3378 93372 81220 9828 2324 1636 724 807 105 53375 40191 11774 1410 708020 705817 1983 220 4792 772 3760 260 RECRUITING/HIRING 125 55 62 8 3206947 2232273 852251 122423 1770848 1484825 251336 399629 0 134500 0 34913 27650 60649 1090802 1112433 3140636 3226949 104281 70643 508515 364196 612796 434839 X 1933934 2378948 593906 413162 2527840 2792110 3140636 3226949 182459 81811 0 X X 0 1 X 1 0 X 3323685 2187369 2527486 2139552 2495062 12673154 178591 109850 596100 682895 845410 2412846 3502276 2297219 3123586 2822447 3340472 15086000 0 0 0 15086000 151 97 3828 1693 47196 52965 151 97 3828 1693 47196 52965 1825 1254 1738 1738 6555 3504252 2298570 3129152 2824140 3389406 15145520 0.99610 0.99910 0.00350 0.00040 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER INCOME - 2020 AMOUNT: $ 1,825. 2021 AMOUNT: $ 1,254. 2022 AMOUNT: $ 1,738. 2024 AMOUNT: $ 1,738. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 X 3465509 81811 81811 3383698 5708 5708 3389406 3201239 0 3201239 5708 5708 3206947 PART X, LINE 2: THE ORGANIZATION RECOGNIZES THE EFFECT OF INCOME TAX POSITION ONLY WHEN THEY ARE MORE LIKELY THAN NOT TO BE SUSTAINED. MANAGEMENT HAS DETERMINE THAT THE ORGANIZATION HAD NO UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE FINANCIAL STATEMENT RECOGNITION OR DISCLOSURE. THE ORGANIZATION IS NO LONGER SUBJECT TO EXAMINATIONS BY THE APPLICABLE TAXING JURISDICTIONS FOR THE PERIODS PRIOR TO 2021. X X X X 0 0 0 0 0 0 0 0 0 NICOLE R LEACH EXECUTIVE DIRECTOR 235266 0 0 0 0 0 24000 0 22749 0 282015 0 0 0 BEVERLY ROSS DENNY MANAGING DIRECTOR 202998 0 0 0 0 0 20444 0 11379 0 234821 0 0 0 FORM 990, PART VI, SECTION B, LINE 11B THE BOARD FINANCE AND ADMINISTRATION COMMITTEE RECEIVED A COPY OF THE FORM 990 VIA EMAIL. THE FILING WAS THEN REVIEWED AND DISCUSSED WITH THE MANAGING DIRECTOR DURING A COMMITTEE MEETING. A COPY OF THE RETURN WAS MADE AVAILABLE TO THE FULL BOARD OF DIRECTORS FOR REVIEW PRIOR TO FILING AND WAS DISCUSSED DURING A BOARD MEETING IN A CONVERSATION LED BY THE BOARD TREASURER. 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. EDFUNDERS 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. EDFUNDERS 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 THE ORGANIZATION MAKES ITS FORM 990 AVAILABLE FOR PUBLIC INSPECTION AS REQUIRED UNDER SECTION 6104 OF THE INTERNAL REVENUE CODE. THE RETURN IS ALSO POSTED ON GUIDESTAR.ORG AND OTHER SIMILAR TYPES OF WEBSITES. IN ADDITION, THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AVAILABLE TO THE PUBLIC BY PROVIDING COPIES UPON REQUEST. FORM 990, PART IX, LINE 11G PURCHASED SERVICES: PROGRAM SERVICE EXPENSES 477,537. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 477,537. CONSULTANTS: PROGRAM SERVICE EXPENSES 39,424. MANAGEMENT AND GENERAL EXPENSES 16,030. FUNDRAISING EXPENSES 7,850. TOTAL EXPENSES 63,304. SPEAKER FEES: PROGRAM SERVICE EXPENSES 96,554. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 96,554. COMMUNICATIONS: PROGRAM SERVICE EXPENSES 29,884. MANAGEMENT AND GENERAL EXPENSES 12,151. FUNDRAISING EXPENSES 5,950. TOTAL EXPENSES 47,985. CONFERENCE MANAGEMENT: PROGRAM SERVICE EXPENSES 21,451. MANAGEMENT AND GENERAL EXPENSES 8,723. FUNDRAISING EXPENSES 4,271. TOTAL EXPENSES 34,445. BENCHMARKING: PROGRAM SERVICE EXPENSES 16,815. MANAGEMENT AND GENERAL EXPENSES 6,837. FUNDRAISING EXPENSES 3,348. TOTAL EXPENSES 27,000. PAYROLL SERVICES: PROGRAM SERVICE EXPENSES 3,740. MANAGEMENT AND GENERAL EXPENSES 1,521. FUNDRAISING EXPENSES 745. TOTAL EXPENSES 6,006. FORM 990, PART XII, LINE 2: THE BOARD FINANCE COMMITTEE IS RESPONSIBLE FOR OVERSIGHT OF THE AUDIT AND COMPILATION OF THE ORGANIZATION'S FINANCIAL STATEMENTS. THE ENTIRE BOARD IS RESPONSIBLE FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT TO CONDUCT THE ANNUAL AUDIT.