irs program accomplishments · form 990 part iii · fy2024
What they reported doing
- #1 primary $1.03MMEMBER ENGAGEMENT AND COMMUNICATIONS: PHILANTHROPY NEW YORK SERVES AS A CONNECTOR, CONSULTANT, AND PROBLEM SOLVER FOR ITS MEMBERS. PHILANTHROPY NEW YORK STAFF CONNECT MEMBERS TO THEIR PEERS AND TO RESEARCH, RESOURCES, AND REPORTS TO ANSWER A MYRIAD OF CHALLENGING QUESTIONS RANGING FROM THE DEEPLY TECHNICAL ASPECTS OF PHILANTHROPY, SUCH AS GRANTS MANAGEMENT TO THE GOVERNANCE AND ENGAGEMENT OF BOARD MEMBERS AND TRUSTEES. PNY PROVIDES A VARIETY OF COHORT EXPERIENCES DESIGNED TO BUILD LEADERSHIP AT EVERY STAGE OF MEMBERS' CAREERS - FROM EARLY TO SEASONED PROFESSIONALS. THE ORGANIZATION UTILIZES ITS COMMUNICATIONS TO AMPLIFY LEARNING FROM PROGRAMS, LIFT THE VOICES OF MEMBERS ON CRITICAL ISSUES, AND SHARE KNOWLEDGE ACROSS THE SECTOR. PNY COMMUNICATIONS SUPPORT POLICY AND ADVOCACY EFFORTS THAT AMPLIFY THE VOICE OF THE FIELD AND ADVOCATE FOR A STRONGER PHILANTHROPIC AND NONPROFIT ECOSYSTEM.
- #2 $775KLEARNING AND PROGRAMS: PHILANTHROPY NEW YORK'S LEARNING PROGRAMS CONVENE AND CONNECT FUNDERS, SEED CRITICAL CONVERSATIONS, AND BUILD OUR MEMBERS' CAPACITIES IN THEIR ROLES AND IN THEIR WORK IN THE FIELD. THE ORGANIZATION DESIGNS ROBUST LEARNING OPPORTUNITIES THAT EQUIP MEMBERS TO UNDERSTAND AND ADAPT TO SHIFTING NORMS AND EMERGING TRENDS IN THE FIELD. PROGRAMS HELP MEMBERS CULTIVATE KEY SKILLS AND IMPLEMENT PRACTICE MODELS THAT FIT THEIR UNIQUE NEEDS. TOPICS RANGE FROM THE PROFESSIONAL AND LEADERSHIP DEVELOPMENT OF GRANTMAKERS, TO PUBLIC POLICY AND ADVOCACY, TO SPECIFIC FUNDING ISSUES SUCH AS THE ARTS, HEALTH, EDUCATION, JUSTICE REFORM AND THE ENVIRONMENT. WE PRIORITIZE PROGRAMMING THAT HELPS FUNDERS ADDRESS ROOT CAUSES OF INEQUITY THROUGH THEIR PHILANTHROPIC PRACTICES AND LEARNING THAT HELPS MEMBERS OPERATIONALIZE EQUITY COMMITMENTS INTERNALLY.
named programs · 4 · from sources
What they call their work
Annual Learning Meeting
Flagship convening event that brings together the philanthropy community for skill-building, networking, and strategic dialogue on key issues facing the sector.
Communications and Public Policy
Engages in policy advocacy and communications to advance equitable systems, including a weekly newsletter, policy briefs, and curated content for the philanthropic field.
Learning and Programs
Offers educational programs, peer networks, and leadership development for funders on topics including grantmaking, public policy, racial equity, and emerging trends in philanthropy.
Member Engagement and Communications
Connects members to peers, research, and resources on philanthropic practice, governance, and technical issues while amplifying sector knowledge and advocacy efforts.
activities · 9 groups
What they do
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Professional Development for Fundraising and Philanthropy Practitioners 3 activities
- Convening funders and philanthropic professionals for collaboration and peer learningConvenes nearly 300 grantmaking organizations and philanthropic professionals across sectors and roles to strengthen sector-wide ties, support collaboration, and facilitate peer exchange through structured frameworks and role-based networks.
- Delivering professional and leadership development programsOffers more than 200 programs and events annually, including cohort experiences, interactive course series, and peer exchange sessions, to build skills and leadership capacity for philanthropy professionals at all career stages.
- Hosting the Annual Learning Meeting for philanthropic leadership developmentHosts an annual learning meeting, such as the 2026 "Embracing Risk to Lead With Courage" event, to support members in practicing courageous leadership and engaging in discussions about risk and change in philanthropy.
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Nonprofit Capacity Building Services 2 activities
- Offering member support services and infrastructureProvides fiscal sponsorship, maintains a member directory and consultant recommendation lists, offers one-on-one consultations, and compiles and shares sector expertise to support member organizations.
- Providing organizational consulting and transition supportProvides consulting support and early transition planning to nonprofits, including leadership succession planning and management of organizational change, often in partnership with funders.
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Policy Advocacy & Research 1 activity
- Advancing public policy advocacy on behalf of the philanthropic sectorAdvocates to strengthen public policy by amplifying member perspectives and connecting them to policymakers on issues including health, education, justice reform, and the environment at local, state, and federal levels.
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Reproductive Health Advocacy & Education 1 activity
- Hosting events on critical social issues in philanthropyHosts programs such as "Between Two Hands: Birth, Power, and Philanthropy’s Role in Black Maternal Health in NYC" to reflect on pressing social challenges like Black maternal health in New York City.
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Digital Communications and Content Management 1 activity
- Producing and disseminating knowledge through publications and digital platformsProduces a weekly newsletter, quarterly CEO message, curated opinion pieces, and maintains a website and social media presence to share knowledge and advocate for racial equity and social policy.
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Member-Exclusive Resource Access 1 activity
- Providing research and data resources to membersProvides access to an annual Salary and Benefits Survey, sector reports, presentations, and other research materials to support informed decision-making in philanthropy.
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Community Space Provision 1 activity
- Providing shared physical and digital resources to membersOffers free access to conference rooms during business hours and operates a jobs board with free job postings for member organizations.
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Leadership & Policy Dialogue Forums 1 activity
- Supporting equitable Census 2030 participation through cross-sector alignmentHosts in-person, cross-sector convenings to align strategies and identify opportunities for philanthropy to support a complete and equitable Census 2030.
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Uncategorized 3 activities
- Engaging in shareholder advocacy for corporate accountabilityCo-files shareholder proposals with major corporations, such as The Home Depot, to advance transparency and mitigate risks related to customer data and third-party surveillance technologies.
- Forming coalitions to address sector-wide challengesFormed a coalition of nonprofit intermediaries in 2025 to generate resources and respond collectively to shifts in federal funding and policy.
- Supporting staff development through sabbaticalsProvides staff with a three-month sabbatical after every five years of employment to support professional growth and well-being.
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financials · form 990 · fy2024
revenue
Total revenue$8.09M
Contributions & grants$7.53M93%
Program service revenue$298K4%
Investment income$246K3%
Other revenue$10K
expenses
Total expenses$6.57M
Program expenses86%
Admin / overhead13%
Fundraising1%
Salaries & benefits$2.36M
Grants paid out$500K
Largest expense lineCompensation
balance sheet
Total assets$13.17M
Cash$4.51M
Investments$5.03M
Liabilities$2.80M
Net assets$10.37M
Liquid reserves17.4 mo
5 years on record · 2020–2024 · YoY revenue +78.2%
leadership · form 990 part vii · fy2024
Who runs it
paid leadership · 6
| Name | Title | Hours/wk | Compensation |
|---|---|---|---|
| KATHRYN O'NEAL-DUNHAM | CEO | 55 | $320K |
| KRISTEN RUFF | SENIOR VICE PRESIDENT | 40 | $245K |
| MARLON WILLIAMS | VP OF COLLABORATION & POLICY | 40 | $210K |
| YI-CHING LIN | VP OF LEARNING | 40 | $199K |
| STEPHANIE BOARDEN | CHIEF OF STAFF | 40 | $185K |
| DONITA VOLKWIJN | SEN. DIRECTOR, MEMBER ENGAGEMENT | 40 | $144K |
board members · 19
- ALTAF RAHAMATULLA — MEMBER
- BRENNAN GANG — MEMBER
- CHANNON LUCAS — MEMBER
- DEBORAH VELAZQUEZ — MEMBER
- DON CHEN — SECRETARY
- HEATHER NESLE — MEMBER
- IRFAN HASAN — MEMBER
- JASON MCGILL — SECRETARY, THRU 05/24
- JENN CHING — MEMBER
- JENNY NEGRON — MEMBER
- JOSE ROMAN — MEMBER
- KENNETH AUSTIN — MEMBER, THRU 05/2024
- KENYA BRYANT — MEMBER
- LAURA ADEN — MEMBER
- MARIA MOTTOLA — MEMBER, THRU 05/2024
- MARIKO SILVER — MEMBER, THRU 09/2024
- MOLLY SCHULTZ HAFID — MEMBER
- NEILL COLEMAN — VICE CHAIR
- NICOLE HOWER BUGGS — VICE CHAIR
relationships · 32
Who they work with
- AJL Foundation Network — Organization that offers a practical primer on shareholder engagement for foundations.
- Adelante Student Voices Partner — Grassroots organization founded by the author to support undocumented students in accessing higher education.
- Ancient Song Doula Services Partner — Collaborated with or highlighted in programming on Black maternal health; referenced as a model organization providing culturally competent doula care.
- As You Sow Network — Organization that supports shareholder engagement through proxy voting transparency and investor education.
- Brooklyn Org Partner — Featured in a news piece discussing community foundations and local philanthropy.
- Brooklyn Org Partner — Features content from Brooklyn Org regarding its community foundation model and white paper.
- Building Movement Project Partner — Partnered with the Building Movement Project to deliver a session on 'Solidarity Stances' as a strategic practice for philanthropy.
- Community Resource Exchange (CRE) Partner — Partnered with to support nonprofit leadership transitions and develop field-wide resources.
- Freedom Together Foundation Partner — Co-hosted a fireside chat featuring its President, Deepak Bhargava, at PNY's 2026 Annual Learning Meeting.
- Fund for Shared Insight Partner — Named as a related organization in a conversation with the Kolibri Foundation.
- Funders for Birth Justice & Equity Coalition — Partner organization hosting the 2026 Birth Justice Capital Summit, with aligned goals in advancing birth justice through philanthropy.
- Human Services Council of New York Partner — Engaged a representative from the council to lead a session on scenario-planning for polycrisis at the 2026 Annual Learning Meeting.
- Ideas in Philanthropy Partner — Collaborates on programming related to Black maternal health in NYC.
- Ideas in Philanthropy Partner — Features reflections from Tiffany Smith of Ideas in Philanthropy on Black maternal health and funder action steps.
- Interfaith Center on Corporate Responsibility Network — Organization that provides education and capacity-building for shareholder engagement.
- Kolibri Foundation Partner — Engaged in a conversation about transforming into a movement-led family foundation.
- Mama Glow Foundation Partner — Referenced as a training and sustaining organization for culturally competent doulas, included in discussion of scalable models in maternal health.
- National Center for Family Philanthropy Partner — Provides family foundation members access to the Family Philanthropy Online Knowledge Center.
- Networks and Working Groups Network — Participates in cross-issue and cross-role networks to facilitate collaboration among philanthropic professionals.
- New York Foundation Partner — Co-authored a piece urging foundation leaders to engage in shareholder activism.
- North Star Fund Partner — Collaborates with North Star Fund, as indicated by featuring content from its Hudson Valley Program Director.
- North Star Fund Partner — Employer organization where the author serves as Hudson Valley Program Director and which offers sabbaticals to staff.
- North Star Fund Partner — Featured in a personal reflection by a program director on sabbaticals in philanthropy.
- ProInspire Partner — Collaborated with ProInspire leaders to deliver a session on the Creative Courage framework at the 2026 Annual Learning Meeting.
- Resistance Revival Chorus Partner — Featured the Resistance Revival Chorus to close the 2026 Annual Learning Meeting with a performance reinforcing collective resistance.
- Rural & Migrant Ministry Partner — Organization where the author previously served as Coordinator for Western New York, supporting farmworker women and youth.
- Shareholder Engagement Project Network — Organization that builds capacity for foundations to engage in shareholder advocacy.
- The California Wellness Foundation Partner — Co-filed a shareholder proposal with The Home Depot on data privacy and surveillance risks.
- The Home Depot Partner — Subject of a co-filed shareholder proposal on data privacy and third-party surveillance technology risks.
- The Schott Foundation for Public Education Partner — Featured in a discussion about sustainable grantmaking and systems change.
+ 2 more
strategies · 4
How they approach the work
Named approaches extracted from this org’s sources. Where others share an approach, follow it to see the full set of orgs running it.
- Equity-Centered Philanthropic Practice through Adaptive Learningmethodology: equity-centered_practiceBy embedding racial equity into programming and promoting transformative learning that challenges sector assumptions, the organization enables funders to dismantle inequitable systems, because sustained change requires both structural intervention and shifts in mindset rooted in adaptive, context-specific practice.
- Mission-Aligned Investing as Systems Change Strategymethodology: mission_aligned_investingBy aligning foundation investments with mission values and using shareholder engagement as a fiduciary tool, the organization drives long-term systemic change, because investment capital can be leveraged to mitigate social risk, advance equity, and hold institutions accountable beyond what grantmaking alone can achieve.
- Peer Learning & Convening for Collective Impactmethodology: peer-learning_networkBy convening funders and facilitating peer-to-peer exchange, the organization strengthens collective knowledge, builds skills, and increases the effectiveness of philanthropy, because shared learning and relational networks produce deeper adoption of equitable practices than isolated efforts.
- Trust-Based, Relational Approaches to Leadership and Transitionmethodology: trust-based_listeningBy prioritizing trust-building, nonjudgmental listening, and relational support during leadership transitions, the organization improves organizational stability and planning efficacy, because care-centered processes encourage earlier disclosure and deeper collaboration between stakeholders.