2024-11-12T09:34:54-08:00 2023-12-31 260701023 Olson Reyes & Sauerwein LLC 5161 E Arapahoe Road Suite 100 Centennial CO 80122 990 2023-01-01 710947313 PHILANTHROPY COLORADO PHIL 7208427209 5855 WADSWORTH BYPASS A ARVADA CO 80003 NOAH ATENCIO CEO 2024-11-11 true true DEREK WATADA P01751412 3038895981 2023 2024-10-15 13:58:12Z NOAH ATENCIO 924751 false X WWW.PHILANTHROPYCOLORADO.ORG X 2003 CO TO STRENGTHEN COLORADO COMMUNITIES BY BRINGING PEOPLE, INFORMATION AND RESOURCES TOGETHER. OUR ACTIVITIES FOCUS ON EDUCATION AND TRAINING, LEARNING NETWORKS AND ADVOCACY WITH THE OVERALL AIM OF LEADING AND SERVING THE DIVERSE AND DYNAMIC PHILANTHROPIC SECTOR THAT SUPPORTS NONPROFITS AND COMMUNITIES THROUGHOUT COLORADO. 12 12 5 153 0 373455 534007 316264 374521 3725 9748 3209 693444 921485 0 0 597555 555281 0 7390 123187 251008 720742 806289 -27298 115196 1081187 1255109 161860 215154 919327 1039955 PHILANTHROPY COLORADO IS A NONPROFIT MEMBERSHIP ASSOCIATION FOR GRANTMAKERS THROUGHOUT THE STATE. ITS MISSION IS STRENGTHEN COLORADO COMMUNITIES BY BRINGING PEOPLE, INFORMATION AND RESOURCES TOGETHER. false false 653545 374521 We hosted 32 member programs and 46 peer network convenings in 2023, not including Rural Funder Learning Network Advisory Meetings, Foundations on the Hill, Equity Committee and Public Policy Committee meetings, and various Board And committee/subcommittee meetings held throughout the year. we brought members together almost 125 times in different ways and different formats DURING THE YEAR.Our new registration system requiring/encouraging members to register for peer network meetings (in addition to in-person and online member programs) yielded valuable new data on member engagement. Highlights include:96 member organizations have staff (or trustees) who registered to attend peer network meetings (80% of members)87 member organizations have staff (or trustees) who have attended learning programs (72% of members)36 member organizations have staff serving in volunteer leadership positions within Philanthropy Colorado (30% of members)After conducting pulse polls at the end of each online 2022 program to avoid more survey fatigue, the team decided to return to our practice of conducting follow-up evaluations and surveys for major 2023 programs and briefings so that we have more data and feedback. Team members have been assigned to review this process and develop a new system for tracking and evaluating feedback as we plan future programs and consider new ways of reporting.Various team members have also held focus groups or one-on-one conversations to gather anecdotal feedback on current and future programs. We find our most enthusiastic and positive feedback comes in person, via email or via chat versus surveys. Our overall approach to programming continues to ensure that we offer at least one quarterly program of interest to the broader membership, with many other additional programs added throughout the year based on demand and opportunities for elevating new issues and trends. A new boot camp series was well received and drew a large number of new foundation staff receiving a certificate of completion, with the majority of Philanthropy Colorados board serving as presenters throughout the series. A full-day member convening and other programs tackled major crises of our time (democracy, climate, racial equity, gun violence) and the intersections with philanthropys long-time focus areas. We plan to continue to examine these overlapping themes and philanthropys role in addressing them.Our peer networks (listed at the end of this summary) offer members a regular opportunity (either quarterly or every other month) to meet around issues, practices and roles for joint learning, networking and potential collaboration. 653545 true true false true false false false false false true true false false false false false false false false false false false false false false false false false false true false false false false false false false false false false false false false false false false false true 5 0 true 5 true false false false false false false false 0 false false false false false false false X 12 12 false false false false true true true true false false false true true true true true true true false false X X X THE ORGANIZATION 7208427209 5855 WADSWORTH BYPASS ARVADA CO 80003 JOANNE KELLEY CEO 40.00 0.00 X 135492 0 22747 GARY STEUER BOARD CHAIR 2.00 0.00 X X 0 0 0 KATIE KRAMER board member 1.00 0.00 X 0 0 0 TARIANA NAVAS-NIEVES BOARD CHAIR 1.00 0.00 X X 0 0 0 MEGAN LEDIN board member 1.00 0.00 X 0 0 0 KRISTI PETRIE Treasurer 1.00 0.00 X X 0 0 0 LADAWN SULLIVAN Secretary 1.00 0.00 X X 0 0 0 RENEE FERRUFINO VICE CHAIR 1.00 0.00 X X 0 0 0 ELLEN SANDBERG board member 1.00 0.00 X 0 0 0 TATIANA HERNANDEZ board member 1.00 0.00 X 0 0 0 RAYMAEL BLACKWELL board member 1.00 0.00 X 0 0 0 MORRIS PRICE board member 1.00 0.00 X 0 0 0 JOY SULLIVAN board member 1.00 0.00 X 0 0 0 135492 22747 1 false true false 0 534007 534007 MEMBERSHIP DUES 611710 324506 324506 PROGRAM FEES 611710 50015 50015 374521 9779 9779 0 0 0 3235 3266 -31 -31 -31 0 0 0 OTHER INCOME 900099 700 700 STRATEGIC PLANNING RETREAT 900099 2509 2509 3209 921485 377030 10448 0 0 0 0 158239 147163 9494 1582 0 287042 266949 17223 2870 20205 18791 1212 202 58082 54016 3485 581 31713 29493 1903 317 0 350 350 15514 15514 0 0 0 66912 66912 0 11401 10603 684 114 16208 10535 4052 1621 0 0 28745 15810 12935 0 0 0 0 6518 6062 391 65 3771 3507 226 38 MEMBER MEETINGS 48586 48586 DIRECT PROGRAM EXPENSES 42031 42031 DUES & SUBSCRIPTIONS 10972 10972 0 806289 653546 145353 7390 285062 449090 614548 717853 110020 20000 0 0 0 0 0 7758 7827 55385 53466 8437 1919 0 55362 58420 0 0 0 1081187 1255109 23070 56854 138790 158300 161860 215154 X 778945 961535 140382 78420 919327 1039955 1081187 1255109 115196 -4168 9600 X X true X false true false X 355288 520703 929269 656774 858513 3320547 0 0 355288 520703 929269 656774 858513 3320547 928862 2391685 5285 2169 10784 3725 9779 31742 0 0 3352289 0.71340 0.78590 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false 2857 2857 803431 806288 145943 36486 false 82292 100451 133111 145943 461797 692696 4197 4035 3999 2857 15088 20573 25113 33278 36486 115450 173175 Part I-A, Line 1 - Direct and Indirect Political Campaign Activities MUCH OF OUR LOBBYING ACTIVITY FOCUSED ON URGING CONGRESS TO ENSURE CHARITABLE NONPROFITS ARE SUPPORTED AND RECEIVE CRITICAL RELIEF IN LEGISLATIVE AID PACKAGES, PHILANTHROPY COLORADO ALSO WORKED TO PUSH FOR STRONGER CHARITABLE GIVING INCENTIVES. 55362 6294 3235 58421 70825 -12093 3370 55362 67924 6045 3144 70825 63463 7480 3019 67924 57297 9031 2865 63463 1.00000 true false false 55385 53466 1919 1919 Part V, Line 4: Intended uses of the endowment fund. TO SUPPORT THE GENERAL OPERATIONS AND PROGRAMS OF THE ORGANIZATION. false false false false false false false false false JOANNE KELLEY CEO 135492 9371 13376 158239 Form 990, Part VI, Section A, Line 6 THE ORGANIZATION'S MEMBERS ARE PRIVATE, FAMILY AND COMMUNITY FOUNDATIONS, BUSINESSES AND CORPORATE FOUNDATIONS, FEDERATED FUNDS AND WORKPLACE GIVING PROGRAMS, GOVERNMENT AGENCIES, DONOR-ADVISED FUNDS, INDIVIDUAL PHILANTHROPISTS, AND THOSE WHO ADVISE AND CONSULT WITH THE FIELD. Form 990, Part VI, Section A, Line 7a OFFICERS AND DIRECTORS ARE ELECTED BY THE MEMBERSHIP. Form 990, Part VI, Section A, Line 7b THE MEMBERSHIP ELECTS THE BOARD OF DIRECTORS AND THE BYLAWS GIVE THE BOARD OF DIRECTORS THE AUTHORITY TO MANAGE THE AFFAIRS OF THE CORPORATION. Form 990, Part VI, Section A, Line 8b ALL COMMITTEES ARE ADVISORY COMMITTEES TO THE BOARD OF DIRECTORS AND DO NOT ACT ON BEHALF OF THE GOVERNING BODY. Form 990, Part VI, Section B, Line 11b FORM 990 WAS REVIEWED BY BOARD MEMBERS PRIOR TO FILING. Form 990, Part VI, Section B, Line 12c THE BOARD OF DIRECTORS ARE GIVEN A COPY OF THE CONFLICT OF INTEREST POLICY ANNUALLY AND ARE REQUIRED TO SIGN AND SUBMIT A DISCLOSURE STATEMENT INDICATING THEY HAVE RECEIVED, READ AND UNDERSTAND THE POLICY AND AGREE TO DISCLOSE ANY PERSONAL INTEREST IN ANY MATTER PENDING BEFORE THE BOARD EITHER WHEN THE INTEREST BECOMES A MATTER OF BOARD ACTION OR AS A PART OF A PERIODIC PROCEDURE TO BE ESTABLISHED BY THE BOARD. Form 990, Part VI, Section B, Line 15a THE PROCESS FOR DETERMINING THE EXECUTIVE DIRECTOR'S ANNUAL SALARY INCLUDED OBTAINING COMPARABLE SALARY DATA. Form 990, Part VI, Section C, Line 19 DOCUMENTS AVAILABLE UPON REQUEST, AND ORGANIZATION'S BYLAWS ARE AVAILABLE ON ITS WEBSITE, FINANCIAL INFORMATION IS PROVIDED TO THE MEMBERS ANNUALLY. Form 990, Part XII, Line 2c THE BOARD OF DIRECTORS IS RESPONSIBLE FOR THE OVERSIGHT OF THE REVIEW AND SELECTION OF THE INDEPENDENT ACCOUNTANT, THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.