Form 990 for tax year 2022

Totals

Total revenue

$4,306,315

Total expenses

$4,440,249

Contributions and grants received

$3,033,642

Grants paid

$425,000

Program service revenue

$1,250,976

Investment income

$8,002

Other revenue

$13,695

Total assets, end of year

$5,726,762

Total liabilities, end of year

$1,090,968

Net assets or fund balances, end of year

$4,635,794

Program services expenses (Part IX)

$3,648,923

Management and general expenses

$682,114

Fundraising expenses

$109,212

Program service expenses (Part III)

$3,648,923

Program services were 82.2% 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.

Mission and programs · 2022

• 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 $1,250,551 · Revenue $986,905

• 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 $2,398,372 · Grants $425,000 · Revenue $264,071

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

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

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

• IOWA COUNCIL OF FOUNDATIONS

  $40,000

  RURAL PHILANTHROPY GRANT

• NORTH CAROLINA COMMUNITY FOUNDATION

  $40,000

  RURAL PHILANTHROPY GRANT

• PHILANTHROPY COLORADO

  $40,000

  RURAL PHILANTHROPY GRANT

• PHILANTHROPY NORTHWEST

  $37,500

  RURAL PHILANTHROPY GRANT

• FOUNDATION FOR APPALACHIAN KENTUCKY

  $32,500

  RURAL PHILANTHROPY GRANT

• CATALYST OF SAN DIEGO & IMPERIAL COUNTIES

  $30,000

  RURAL PHILANTHROPY GRANT

• SUSTAINABLE AGRICULTURE & FOOD SYSTEMS FUNDERS

  $30,000

  RURAL PHILANTHROPY GRANT

• FILANTROPIA PUERTO RICO

  $20,000

  RURAL PHILANTHROPY GRANT

• PHILANTHROPY MISSOURI

  $15,000

  RURAL PHILANTHROPY GRANT

• THE FUNDERS NETWORK

  $15,000

  RURAL PHILANTHROPY GRANT

The 10 largest by cash amount. The API serves every itemized grant.

Provenance

Return type

form_990

Tax year

2022

Filed

6 November 2023

IRS schema version

2022v5.0

Source object

202343109349303074

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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