Totals
- Total revenue
- $3,488,354
- Total expenses
- $4,991,763
- Contributions and grants received
- $2,096,498
- Grants paid
- $14,250
- Program service revenue
- $1,355,881
- Investment income
- $30,775
- Other revenue
- $5,200
- Total assets, end of year
- $3,957,461
- Total liabilities, end of year
- $824,682
- Net assets or fund balances, end of year
- $3,132,779
- Program services expenses (Part IX)
- $4,092,965
- Management and general expenses
- $769,887
- Fundraising expenses
- $128,911
- Program service expenses (Part III)
- $4,092,965
Program services were 82.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
1b · Membership dues
$745,721
-
1f · All other contributions, gifts and grants
$1,350,777
-
2a · Program service revenue: USER FEES
total $985,596 · related or exempt $985,596
-
2b · Program service revenue: MEETINGS
total $370,285 · related or exempt $370,285
-
3 · Investment income
total $30,775 · excluded $30,775
-
11a · Other revenue: MISCELLANEOUS
total $5,200 · excluded $5,200
-
11e · Other revenue, total
$5,200
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $14,250 · program services $14,250
-
5 · Compensation of officers, directors and key employees
total $270,510 · program services $214,922 · management and general $51,523 · fundraising $4,065
-
7 · Other salaries and wages
total $1,287,845 · program services $1,023,202 · management and general $245,291 · fundraising $19,352
-
8 · Pension plan contributions
total $70,545 · program services $56,047 · management and general $13,437 · fundraising $1,061
-
9 · Other employee benefits
total $87,002 · program services $69,124 · management and general $16,572 · fundraising $1,306
-
10 · Payroll taxes
total $115,731 · program services $91,949 · management and general $22,043 · fundraising $1,739
-
11b · Fees: legal
total $1,511 · program services $1,198 · management and general $238 · fundraising $75
-
11c · Fees: accounting
total $101,562 · program services $80,487 · management and general $16,009 · fundraising $5,066
-
11d · Fees: lobbying
total $25,253 · program services $25,253
-
11f · Fees: investment management
total $1,823 · management and general $1,823
-
11g · Fees: other
total $994,363 · program services $782,787 · management and general $160,718 · fundraising $50,858
-
12 · Advertising and promotion
total $125 · program services $95 · management and general $25 · fundraising $5
-
13 · Office expenses
total $57,895 · program services $43,935 · management and general $11,494 · fundraising $2,466
-
14 · Information technology
total $553,666 · program services $437,985 · management and general $88,235 · fundraising $27,446
-
16 · Occupancy
total $132,656 · program services $105,396 · management and general $25,267 · fundraising $1,993
-
17 · Travel
total $170,650 · program services $167,109 · management and general $3,282 · fundraising $259
-
19 · Conferences, conventions and meetings
total $572,710 · program services $560,828 · management and general $11,013 · fundraising $869
-
22 · Depreciation, depletion and amortization
total $371,727 · program services $295,340 · management and general $70,801 · fundraising $5,586
-
23 · Insurance
total $9,565 · program services $7,258 · management and general $1,899 · fundraising $408
-
24a · Other expenses: ONLINE HOSTING SERVICES
total $147,398 · program services $111,847 · management and general $29,269 · fundraising $6,282
-
24b · Other expenses: PAYROLL PROCESSING FEES
total $4,976 · program services $3,953 · management and general $948 · fundraising $75
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $342,529 · end of year $106,329
-
2 · Savings and temporary cash investments
beginning of year $2,862,166 · end of year $135,614
-
3 · Pledges and grants receivable
beginning of year $1,525,634 · end of year $1,956,633
-
9 · Prepaid expenses and deferred charges
beginning of year $20,889 · end of year $28,637
-
10a · Land, buildings and equipment: cost or other basis
$2,053,849
-
10b · Land, buildings and equipment: accumulated depreciation
$1,676,552
-
10c · Land, buildings and equipment, net
beginning of year $520,408 · end of year $377,297
-
11 · Investments: publicly traded securities
end of year $1,010,394
-
15 · Other assets
beginning of year $455,136 · end of year $342,557
-
17 · Accounts payable and accrued expenses
beginning of year $392,501 · end of year $267,590
-
19 · Deferred revenue
beginning of year $197,823 · end of year $179,439
-
25 · Other liabilities
beginning of year $500,644 · end of year $377,653
-
27 · Net assets without donor restrictions
beginning of year $2,560,794 · end of year $780,893
-
28 · Net assets with donor restrictions
beginning of year $2,075,000 · end of year $2,351,886
Mission and programs · 2023
Mission
AS THE LARGEST AND MOST DIVERSE NETWORK IN AMERICAN PHILANTHROPY, UNITED PHILANTHROPY FORUM HOLDS A UNIQUE POSITION IN THE SOCIAL SECTOR TO HELP INCREASE PHILANTHROPY'S IMPACT IN COMMUNITIES ACROSS THE COUNTRY. WE HELP PEOPLE WHO DO GOOD TO DO GOOD BETTER. THE FORUM IS A MEMBERSHIP NETWORK OF MORE THAN 90 REGIONAL AND NATIONAL PHILANTHROPY-SERVING ORGANIZATIONS (PSOS), REPRESENTING MORE THAN 7,000 FOUNDATIONS FUNDERS, WHO WORK TO MAKE PHILANTHROPY BETTER. THE FORUM ENVISIONS A COURAGEOUS PHILANTHROPIC SECTOR THAT CATALYZES A JUST AND EQUITABLE SOCIETY WHERE ALL CAN PARTICIPATE AND PROSPER.
-
KNOWLEDGE SERVICES:MANY OF THE FORUM'S REGIONAL AND NATIONAL PSO MEMBERS PARTICIPATE IN THE FORUM'S UNIQUE, STATE-OF-THE-ART SHARED TECHNOLOGY PLATFORM, KNOWN AS THE KNOWLEDGE MANAGEMENT (KM) COLLABORATIVE, WHICH OFFERS MEMBERS AN INTEGRATED CONSTITUENT RELATIONSHIP MANAGEMENT (CRM) SOLUTION AND A SOPHISTICATED WEBSITE CONTENT MANAGEMENT SYSTEM (CMS). FORUM MEMBERS ARE ABLE TO USE THIS PLATFORM FOR A FRACTION OF WHAT IT WOULD HAVE COST THEM TO DEVELOP A SIMILAR PLATFORM ON THEIR OWN. THEY RECEIVE ONGOING SUPPORT FROM THE FORUM TEAM AND ARE PART OF AN ACTIVE USER COMMUNITY OF PEERS.
Expenses $1,539,069 · Revenue $985,596
-
PROGRAM, COMMUNICATIONS & SERVICES:THE FORUM PROVIDES A WIDE RANGE OF PROGRAMS, COMMUNICATIONS AND OTHER SERVICES TO BUILD THE CAPACITY OF OUR MEMBERS TO ADVANCE, MOBILIZE, CONVENE, INFORM AND SUPPORT PHILANTHROPY. THIS INCLUDES AN ANNUAL CONFERENCE AND OTHER EDUCATION PROGRAMS THROUGHOUT THE YEAR; A WIDE RANGE OF PEER COMMUNITY NETWORKING OPPORTUNITIES FOR PSO STAFF WITH MANY DIFFERENT JOB FUNCTIONS AND LEVELS OF EXPERIENCE; DATA AND KNOWLEDGE TO INFORM THE WORK OF REGIONAL AND NATIONAL PHILANTHROPY-SERVING ORGANIZATIONS (PSOS), INCLUDING AN ANNUAL COMPENSATION & BENEFITS SURVEY FOR PSOS; ONGOING TECHNICAL ASSISTANCE; PUBLIC POLICY AND ADVOCACY WORK TO BUILD THE CAPACITY OF OUR MEMBERS TO ENGAGE IN PUBLIC POLICY; ONGOING COMMUNICATIONS THAT BOTH INFORM AND LIFT UP THE WORK OF OUR MEMBERS, THROUGH A REGULAR NEWSLETTER, SOCIAL MEDIA, ACTIVE LISTSERVS AND OTHER MEANS; AND NUMEROUS OTHER CAPACITY-BUILDING EFFORTS. WE ALSO PROVIDE ONGOING PROGRAMS AND SERVICES TO HELP OUR MEMBERS ADVANCE RACIAL EQUITY IN THEIR ORGANIZATIONS AND WITH THEIR FOUNDATION MEMBERS, INCLUDING A RACIAL EQUITY CAPACITY ASSESSMENT FOR PSOS, A RACIAL EQUITY PEER LEARNING COHORT, ONGOING RACIAL EQUITY-FOCUSED PROGRAMS AND MORE.
Expenses $2,553,896 · Grants $14,250 · Revenue $370,285
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
David BiemesderferDAVID BIEMESDERFER
PRESIDENT & CEO
- Total calculated
- $270,509
- From this org
- $240,116
- From related orgs
- $0
- Other
- $30,393
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $240,116
- Bonus
- $0
- Other
- $0
- Deferred
- $12,006
- Nontaxable benefits
- $18,387
- Filer's total
- $270,509
-
Val RozanskyVAL ROZANSKY
VP OF KNOWLEDGE SERVICES
- Total calculated
- $223,239
- From this org
- $202,177
- From related orgs
- $0
- Other
- $21,062
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $202,177
- Bonus
- $0
- Other
- $0
- Deferred
- $10,019
- Nontaxable benefits
- $11,043
- Filer's total
- $223,239
-
Courtney MooreCOURTNEY MOORE
SR. DIRECTOR OF MEMBER SERVICES
- Total calculated
- $155,904
- From this org
- $140,660
- From related orgs
- $0
- Other
- $15,244
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,660
- Bonus
- $0
- Other
- $0
- Deferred
- $6,968
- Nontaxable benefits
- $8,276
- Filer's total
- $155,904
-
Matthew L EvansMATTHEW L EVANS
SR. DIRECTOR OF PUBLIC POLICY
- Total calculated
- $155,688
- From this org
- $140,460
- From related orgs
- $0
- Other
- $15,228
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $140,460
- Bonus
- $0
- Other
- $0
- Deferred
- $6,968
- Nontaxable benefits
- $8,260
- Filer's total
- $155,688
-
Traci Slater-RigaudTRACI SLATER-RIGAUD
SR. DIRECTOR OF MEMBER ENGAGEMENT
- Total calculated
- $147,781
- From this org
- $126,454
- From related orgs
- $0
- Other
- $21,327
- Hours/week
- 40
-
Eddie TorresEDDIE TORRES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Philip LiPHILIP LI
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Amalia Brindis DelgadoAMALIA BRINDIS DELGADO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Andreason BrownANDREASON BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Lashanda JacksonLASHANDA JACKSON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Dena ChadwickDENA CHADWICK
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Laurie LilesLAURIE LILES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Sarah Mann WillcoxSARAH MANN WILLCOX
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kristen RuffKRISTEN RUFF
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Pat SmithPAT SMITH
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Erik StegmanERIK STEGMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marcus WaltonMARCUS WALTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kyle CaldwellKYLE CALDWELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Kari McCann BoutellKARI MCCANN BOUTELL
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Marissa TironaMARISSA TIRONA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
Deborah Aubert ThomasDEBORAH AUBERT THOMAS
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kristen CampbellKRISTEN CAMPBELL
VICE CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
Ann EstebanANN ESTEBAN
TREASURER
- Total calculated
- $0
- Hours/week
- 1
-
Amanda Misiko AndereAMANDA MISIKO ANDERE
CHAIR
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 15 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423209349316182
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