2024-11-13T11:27:30-06:00 2023-12-31 231144520 TAIT WELLER & BAKER LLP 50 SOUTH 16TH STREET SUITE 2900 PHILADELPHIA PA 19102 990 2023-01-01 232518417 PHILANTHROPY NETWORK GREATER PHILADELPHIA PHIL 2157909700 1617 JFK BLVD 20TH FLOOR PHILADELPHIA PA 19103 MICHAEL KELLERMAN INTERIM PRESIDENT 2157909700 2024-11-13 1 0 HARRISON PEREIRA P00746867 2159798800 2024-11-12 2023 2024-10-15 13:58:12Z MICHAEL KELLERMAN 1617 JFK BLVD 20TH FLOOR PHILADELPHIA PA 19103 1222611 0 X WWW.PHILANTHROPYNETWORK.ORG X 1988 PA TO STRENGTHEN PHILANTHROPY IN ORDER TO CREATE A MORE VIBRANT, RESILIENT, AND EQUITABLE REGION. 20 20 8 50 0 0 1258873 1087912 18625 132500 107 710 450 1489 1278055 1222611 85849 0 0 0 607114 765324 0 0 140277 645269 736514 1338232 1501838 -60177 -279227 1208730 909950 100285 80732 1108445 829218 X TO STRENGTHEN PHILANTHROPY IN ORDER TO CREATE A MORE VIBRANT, RESILIENT, AND EQUITABLE REGION. 0 0 371079 132500 EDUCATIONAL PROGRAMS-LAST YEAR SAW PHILANTHROPY NETWORK GREATER PHILADELPHIA CONTINUE ITS MISSION, TO STRENGTHEN PHILANTHROPY IN ORDER TO CREATE A MORE RESILIENT, VIBRANT AND EQUITABLE REGION, AS THE ORGANIZATION AND SURROUNDING COMMUNITY BEGAN TO EMERGE FROM THE COVID PANDEMIC. WHILE STILL RELYING MAINLY ON VIRTUAL PROGRAMMING, PN ENGAGED ITS MEMBERSHIP IN ALMOST 40 ONLINE SESSIONS. WITH TOPICS RANGING FROM "CELEBRATING BLACK ABUNDANCE, AND "IMPLEMENTATION OF A PARTICIPATORY GRANTMAKING PROCESS," TO "CENTERING EQUITY IN FINANCIAL DUE DILIGENCE, " WE RECEIVED OVER 300 UNIQUE ORGANIZATIONAL REGISTRATIONS FOR THESE EVENTS. 339282 COMMUNICATION AND MEMBER SERVICES-WE CONTINUE TO FIND NEW WAYS TO STAY ENGAGED WITH OUR MEMBERS AND IN 2022 WE LAUNCHED OUR SECOND ANNUAL FULL MEMBERSHIP OUTREACH, WHICH WE CALL THE PULSE SURVEY, TO LEARN MORE ABOUT HOW REGIONAL FUNDERS ARE CONTINUING TO ADAPT AND EVOLVE THEIR GRANTMAKING PRACTICES AND PRIORITIES AS A RESULT OF THE COVID-19 PANDEMIC, THE ECONOMIC DOWNTURN AND THE ONGOING IMPACT OF SYSTEMIC RACISM. NEW IN THE 2022 SURVEY WERE QUESTIONS RELATING TO MEMBERS' INTERNAL OPERATIONS, INCLUDING POLICIES, BENEFITS AND COMPENSATION. THROUGH THIS COMPREHENSIVE QUESTIONNAIRE WE WERE ABLE TO BETTER UNDERSTAND OUR MEMBERS PRIORITIES AND EMERGING TRENDS IN THE FUNDER COMMUNITY. WE INCORPORATED THESE LEARNINGS INTO OUR PROGRAMING AND OVERALL ENGAGEMENT STRATEGY. STAFF ALSO DEVELOPED A MORE CONTINUOUS CONNECTION WITH OUR MEMBERSHIP VIA THE "FEEDBACK LOOP," A BIWEEKLY ONE TO TWO QUESTION SURVEY FOCUSED ON THE MOST CURRENTLY RELEVANT ISSUE FOR OUR COMMUNITY. FROM MAY 2022 WHEN THIS INITIATIVE LAUNCHED, THROUGH THE END OF THE YEAR, STAFF WAS ABLE TO REACT TO OUR MEMBER'S MOST PRESSING CONCERNS WITH JUST-IN-TIME DATA AROUND SUCH ISSUES AS: THE IMPACT OF INFLATION ON FUNDERS, STAFF TURNOVER AND BURN-OUT, FUNDER ENGAGEMENT IN ADVOCACY WORK AND POLICIES AROUND THE RETURN TO IN-PERSON WORK. 207913 MADE TO MEASURE- AFTER RECEIVING A 2-YEAR GRANT FROM THE BILL & MELINDA GATES FOUNDATION, PHILANTHROPY NETWORK SUCCESSFULLY DEVELOPED A PILOT PLATFORM DESIGNED TO TEST AND EXPLORE THE QUESTION OF WHETHER AND HOW DIGITAL TOOLS MIGHT ENGAGE AND INFLUENCE HIGH-CAPACITY GIVING, INCLUDING BOTH THE QUANTITY AND THE QUALITY OF THAT GIVING. STAFF WORKED WITH PLATFORM DEVELOPMENT PARTNER CAPSHIFT, AND THE ONLINE TOOL WAS LAUNCHED IN SEPTEMBER 2022. BY THE END OF YEAR, IT WAS BEING TESTED BY A GROUP OF 10 PN MEMBER ORGANIZATIONS. THESE EARLY ADOPTERS SUPPLIED OVER 200 GRANTEE OPPORTUNITIES FOR THE PLATFORM, WHILE ALSO PARTICIPATING IN GUIDED USER EXPERIENCE MODULES AND PROVIDING FEEDBACK ON BOTH THE FUNCTIONALITY AND UNDERLYING CONCEPT OF THE PLATFORM VIA SURVEYS AND ONE-ON-ONE INTERVIEWS. A FULL LAUNCH TO THE ENTIRE PHILANTHROPY NETWORK MEMBERSHIP IS PLANNED FOR 2023. 128286 PHILANTHROPY NETWORK STAFF AND LEADERSHIP WORKED TO RAISE THE ORGANIZATION'S PROFILE AND ENHANCE AWARENESS ABOUT THE PHILANTHROPIC SECTOR THROUGH SPEAKING ENGAGEMENTS AND OTHER OUTREACH AND INTERACTION WITH REGIONAL NONPROFIT AND COMMUNITY ORGANIZATIONS AND CIVIC LEADERS AND BY REPRESENTING PHILANTHROPY IN THE MEDIA. THERE WERE ALSO OPPORTUNITIES FOR STAFF TO SHARE THEIR KNOWLEDGE AND EXPERIENCE WITH PARTNER GROUPS, WITH STAFF MEMBERS INVITED TO SPEAK AT BOTH THE ANNUAL CANDID CONVENE (THAT ORGANIZATION'S YEARLY ALL-STAFF GATHERING) AND THE LEADING PHILANTHROPY CONFERENCE. 128286 1046560 1 1 0 1 0 0 0 0 0 0 1 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 20 0 1 8 1 0 0 0 0 0 0 0 0 0 0 0 0 X 20 20 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 0 0 0 PA X X MICHAEL KELLERMAN 2157909700 1617 JFK BLVD 20TH FLOOR PHILADELPHIA PA 19103 RASHANDA PERRYMAN CHAIR 1.00 X X 0 0 0 ASHLEY DEL BIANCO EX OFFICIO CHAIR 1.00 X X 0 0 0 ANN MARIE HEALY TREASURER 1.00 X X 0 0 0 DIANA DOHERTY SECRETARY 1.00 X X 0 0 0 CASEY COOK OFFICER AT-LARGE 1.00 X 0 0 0 LEON T ANDREWS DIRECTOR 1.00 X 0 0 0 JOHN BARBER III DIRECTOR 1.00 X 0 0 0 LAURA DEFLAVIA DIRECTOR 1.00 X 0 0 0 BETHANY FLOOD DIRECTOR 1.00 X 0 0 0 DONNA FRISBY-GREENWOOD DIRECTOR 1.00 X 0 0 0 GWNETH GAUL DIRECTOR 1.00 X 0 0 0 PETER GONZALES DIRECTOR 1.00 X 0 0 0 DOMINIQUE GOSS DIRECTOR 1.00 X 0 0 0 JODI GREENBLATT DIRECTOR 1.00 X 0 0 0 UMI HOWARD DIRECTOR 1.00 X 0 0 0 REV DR LORINA MARSHALL-BLAKE DIRECTOR 1.00 X 0 0 0 SHAWN MCCANEY DIRECTOR 1.00 X 0 0 0 KRISTIN ROMENS DIRECTOR 1.00 X 0 0 0 DANIELLE SCOOT DIRECTOR 1.00 X 0 0 0 KRISTINA WAHL DIRECTOR 1.00 X 0 0 0 CHRISTINE ROBINSON PRESIDENT 40.00 X 229213 0 746 SHIRA HODGES EXECUTIVE VICE PRESIDENT 40.00 X 189000 0 9847 418213 0 10593 2 0 1 0 0 550162 537750 1087912 REGISTRATION FEES 900099 132500 132500 132500 710 710 MISCELLANEOUS INCOME 900099 1489 1489 1489 1222611 132500 0 2199 X 428806 278544 101537 48725 244361 158689 58817 26855 32018 21027 2631 8360 10399 6829 854 2716 49740 32609 11613 5518 56843 5209 51634 207886 144710 40113 23063 27253 19757 4473 3023 3976 2767 768 441 81683 56860 15761 9062 19724 13730 3806 2188 16404 11511 4893 6145 4135 1328 682 8429 5868 1626 935 PROGRAM SERVICES 229671 229671 ON-LINE SERVICES 37166 25871 7171 4124 DUES AND SUBSCRIPTIONS 31413 21867 6061 3485 STAFF DEVELOPMENT 8015 5579 1547 889 1906 1327 368 211 1501838 1046560 315001 140277 810422 348579 346650 346761 152500 633 1239 37423 44114 55240 38483 13602 16757 1208730 909950 100285 80732 100285 80732 X 563164 341305 545281 487913 1108445 829218 1208730 909950 -279227 0 X 0 1 X 1 0 X 1140980 1674981 3004704 1258873 1087912 8167450 1140980 1674981 3004704 1258873 1087912 8167450 2466146 5701304 2194 3088 91 107 710 6190 4234 3648 300 450 1489 10121 8183761 779954 0.69670 0.69800 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 1501838 1501838 225092 56273 0 0 248688 283061 208823 225092 965664 1448496 62172 70765 52206 56273 241416 362124 55240 38483 16757 16757 X 1222611 0 1222611 0 1222611 1501838 0 1501838 0 1501838 PART X, LINE 2: THE NETWORK IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE (THE "CODE") AND HAS BEEN CLASSIFIED AS A PUBLIC CHARITY UNDER SECTION 501(A)(1) OF THE CODE. MANAGEMENT HAS REVIEWED THE TAX POSITIONS FOR EACH OF THE OPEN TAX YEARS (2020-2022) OR EXPECTED TO BE TAKEN IN THE NETWORK'S 2023 TAX RETURN AND HAS CONCLUDED THAT THERE ARE NO SIGNIFICANT UNCERTAIN TAX POSITIONS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS. X 0 0 0 0 0 0 0 0 0 CHRISTINE ROBINSON PRESIDENT 229213 0 0 0 0 0 0 0 746 0 229959 0 0 0 SHIRA HODGES EXECUTIVE VICE PRESIDENT 189000 0 0 0 0 0 9087 0 760 0 198847 0 0 0 FORM 990, PART VI, SECTION A, LINE 6 THE ORGANIZATION HAS MEMBERS. FORM 990, PART VI, SECTION A, LINE 7A DIRECTORS SHALL BE ELECTED BY MEMBERS AT THE ANNUAL MEETING OF MEMBERS. FORM 990, PART VI, SECTION B, LINE 11B A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD OF DIRECTORS AFTER IT HAS BEEN REVIEWED BY THE AUDIT COMMITTEE. AFTER THE BOARD OF DIRECTORS REVIEWS AND APPROVES OF THE 990, THE RETURN WILL BE FILED WITH THE IRS. FORM 990, PART VI, SECTION B, LINE 12C THE BOARD IS REQUIRED TO COMPLETE A CONFLICT OF INTEREST DISCLOSURE ON AN ANNUAL BASIS. THE DISCLOSURES ARE SUBMITTED TO THE BOARD COMPLIANCE/PRIVACY OFFICER WHO WILL REVIEW ALL STATEMENTS. THE COMPLIANCE OFFICER WILL THEN REPORT TO THE BOARD ANY DISCLOSED CONFLICTS WHEN ANY SUCH CONFLICT OF INTEREST IS RELEVANT TO A MATTER REQUIRING ACTION BY THE BOARD OF DIRECTORS. THE INTERESTED PERSON SHALL CALL IT TO THE ATTENTION OF THE BOARD AND THE PERSON SHALL REMOVE THEMSELVES FROM THE ROOM WHILE A VOTE IS OCCURRING. THE MINUTES FROM THE MEETING IN WHICH THE CONFLICT OCCURS WILL REFLECT THE CONFLICT OF INTEREST AND ANY RESOLUTION OR ACTION TO BE TAKEN IN RESPONSE TO THE CONFLICT OF INTEREST. FORM 990, PART VI, SECTION B, LINE 15 IN SEPTEMBER 2022, A FORMAL WRITTEN CONTRACT WAS EXECUTED BETWEEN THE NEW PRESIDENT AND THE BOARD OF DIRECTORS DETAILING THE PRESIDENT'S COMPENSATION PACKAGE. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND CONFLICT OF INTEREST POLICY AVAILABLE UPON REQUEST. THE ORGANIZATION'S FINANCIAL STATEMENTS ARE POSTED TO THE ORGANIZATION'S WEBSITE. FORM 990, PART IX, LINE 11G OTHER: PROGRAM SERVICE EXPENSES 144,710. MANAGEMENT AND GENERAL EXPENSES 40,113. FUNDRAISING EXPENSES 23,063. TOTAL EXPENSES 207,886.