ASSOCIATION OF SMALL FOUNDATIONS: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF SMALL FOUNDATIONS (EIN 65-0617866)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-09-19
- IRS object ID
- 202432639349300638
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-09-19T11:52:07-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 521711839 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | COUNCILOR BUCHANAN & MITCHELL PC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7910 WOODMONT AVE STE 500 | AddressLine1Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 650617866 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ASSOCIATION OF SMALL FOUNDATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | ASSO | BusinessNameControlTxt |
| Phone | 2025806560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65607 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL D DAUGHERTY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2025806560 | PhoneNum |
| Signature | 2024-09-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | HOLLY CAPORALE | PreparerPersonNm |
| PTIN | P00235685 | PTIN |
| Phone | 3019860600 | PhoneNum |
| Preparation | 2024-09-11 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-08-08 14:25:15Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Change | Yes (X) | AddressChangeInd |
Doing Business As Name DoingBusinessAsName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | EXPONENT PHILANTHROPY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | PAUL D DAUGHERTY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 65607 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,470,895 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.EXPONENTPHILANTHROPY.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1995 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | BUILD AND STRENGTHEN LEAN PHILANTHROPY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 14 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 14 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 55 | TotalVolunteersCnt |
| Total Gross UBI | $4,500 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $438,059 | PYContributionsGrantsAmt |
| CY Contributions Grants | $955,851 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,981,949 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,181,032 | CYProgramServiceRevenueAmt |
| PY Investment Income | $24,772 | PYInvestmentIncomeAmt |
| CY Investment Income | $146,933 | CYInvestmentIncomeAmt |
| PY Other Revenue | $203,234 | PYOtherRevenueAmt |
| CY Other Revenue | $187,079 | CYOtherRevenueAmt |
| PY Total Revenue | $2,648,014 | PYTotalRevenueAmt |
| CY Total Revenue | $3,470,895 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $1,931,431 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,918,899 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $530,942 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,961,292 | PYOtherExpensesAmt |
| CY Other Expenses | $1,788,507 | CYOtherExpensesAmt |
| PY Total Expenses | $3,892,723 | PYTotalExpensesAmt |
| CY Total Expenses | $3,707,406 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,244,709 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$236,511 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $5,151,279 | TotalAssetsBOYAmt |
| Total Assets EOY | $4,079,026 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $998,869 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $934,203 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $4,152,410 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $3,144,823 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EXPONENT PHILANTHROPY IS A MEMBER-LED COMMUNITY OF NEARLY 1600 LEAN FUNDERS THAT PRACTICE PHILANTHROPY WITH FEW OR NO STAFF. THIS VIBRANT NETWORK OF FUNDERS AND DONORS HAS IN COMMON LEAN OPERATIONS AND A STYLE OF GIVING MOTIVATED BY PERSONAL PASSION, COMMUNITY NEEDS, AND | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,600,493 | ExpenseAmt |
| Desc | EXPONENT PHILANTHROPY EDUCATES, EQUIPS, AND CONNECTS LEAN FUNDERS TO BECOME INCREASINGLY KNOWLEDGEABLE AND EFFECTIVE THROUGH RESEARCH THAT INFORMS OUR EDUCATION PROGRAMS AND A RICH LIBRARY OF PUBLICATIONS, TOOLS, AND RESOURCES. THESE INCLUDE, BUT NOT LIMITED TO: ESSENTIALS MAGAZINE, THE INDUSTRY-STANDARD ANNUAL FOUNDATION OPERATIONS AND MANAGEMENT REPORT, FOUNDATION GUIDEBOOK, TRUSTEE HANDBOOK, ADVOCACY FIELD GUIDE, DIGITAL REPORTS, ASSESSMENTS, Q&A SERVICE, ANNUAL CONFERENCE, WEBINARS, AND COHORT PROGRAMS. OUR MEMBERS ARE THE AUTHORITIES IN EVERY ASPECT OF WHAT IT MEANS TO PRACTICE LEAN PHILANTHROPY, SO BEYOND BRINGING THEM INFORMATION, CONNECTING THEM WITH EACH OTHER IS PARAMOUNT TO OUR MISSION. WE INTENTIONALLY PROVIDE OPPORTUNITIES TO FOSTER MEANINGFUL CONNECTIONS THROUGHOUT THE YEAR VIA VIRTUAL AND IN-PERSON EXPERIENCES. THESE INCLUDE: VIRTUAL ROUNDTABLES AND DINE-AROUNDS, PEER COACHING, LEADERSHIP COHORTS, THE ANNUAL CONFERENCE, VOLUNTEER COMMITTEES, THE ONLINE MEMBER DIRECTORY AND DISCUSSION COMMUNITIES. THIS IS ACCOMPLISHED BY AMPLIFYING THE VOICES AND EXPERIENCES OF OUR MEMBERS THROUGH BLOGS, PODCASTS, PROGRAMS, AND OUR AWARDS PROGRAM.2023 MARKED THE FOURTH YEAR OF IMPLEMENTING EXPONENT PHILANTHROPY'S 2020-2025 STRATEGIC PLAN AND INCLUDED THE FOLLOWING ACCOMPLISHMENTS:- AROUND 3,500 RESOURCES, SAMPLE DOCUMENTS, AND TOOLKITS DOWNLOADED OR PURCHASED- ALMOST 1,000 ATTENDEES ACROSS 29 VIRTUAL EDUCATION PROGRAMS ON FILING THE 990-PF, BECOMING A BETTER ALLY, ROUNDTABLE DISCUSSIONS WITH NEXTGEN, THE ON RAMP TO CATALYTIC LEADERSHIP IN PHILANTHROPY AND MORE; - A SUCCESSFUL ANNUAL CONFERENCE IN BALTIMORE, MARYLAND WITH 500 PARTICIPANTS; - RELEASE OF OUR 2023 FOUNDATION OPERATIONS & MANAGEMENT REPORT WITH OVER 1,000 DOWNLOADS/PURCHASES;- NEARLY 400 POSTS TO THE MEMBER DISCUSSION COMMUNITY;- OVER 2,000 DOWNLOADS/LISTENS TO THE CATALYTIC PHILANTHROPY PODCAST FEATURING CATALYTIC LEAN FUNDERS;- THE LAUNCH OF RESEARCH REPORTS HIGHLIGHTING CATALYTIC LEADERSHIP IN PHILANTHROPY, RACIAL EQUITY IN LEAN PHILANTHROPY, AND BUILDING RELATIONSHIPS WITH GRANTEES;- ALMOST 15,000 FOLLOWERS ACROSS OUR SOCIAL MEDIA CHANNELS- THE CURATION OF 38 BLOG POSTS WITH OVER 40,000 BLOGS READ | Desc |
| Total Program Service Expenses | $2,600,493 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | Yes (1) | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 23 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 17 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 14 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 14 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (1) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | AL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | AR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CO | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | GA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | HI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ME | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NM | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | ND | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OH | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OK | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | OR | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | RI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | SC | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | UT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WV | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | WI | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | KS | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MD | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | TN | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | VA | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | THE ASSOCIATION | PersonNm |
| Phone | 2025806560 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1720 N STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200362907 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (20 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| DANIELLE MATHISON | |||||||
| VICE CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RAHSAAN HARRIS | |||||||
| CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NINA COHEN | |||||||
| VICE CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD RIBEIRO | |||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROL GALLO | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TAYLOR GRAY | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIOT GREEN | |||||||
| MEMBER AND OFFICER AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA HULT | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA MONIZ | |||||||
| MEMBER AND OFFICER AT LARGE | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER OERTEL | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY RICE | |||||||
| SECRETARY | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| SANDRA SWIRSKI | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DIANA BUCCO | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TOYA GRAHAM | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNA WACHTMANN | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL D DAUGHERTY | |||||||
| CEO | 50.00 | Yes (X) | $347,906 | $0 | $14,106 | ||
| AFIA AMOBEAA-SAKYI | |||||||
| DIRECTOR, EQUITY AND INCLU | 40.00 | $111,750 | $0 | $12,132 | Yes (X) | ||
| ANDY CARROLL | |||||||
| SENIOR ADVISOR | 40.00 | $106,518 | $0 | $11,271 | Yes (X) | ||
| SERENITY GREENFIELD | |||||||
| SENIOR DIRECTOR, RRR | 40.00 | $132,227 | $0 | $9,924 | Yes (X) | ||
| LAUREN KOTKIN | |||||||
| SENIOR DIRECTOR, EDUCATION | 40.00 | $122,575 | $0 | $17,874 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $820,976 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $65,307 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 5 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $955,851 | AllOtherContributionsAmt |
| Total Contributions | $955,851 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,259,965 | $1,259,965 | |
| REGISTRATION FEES | 900099 | $615,625 | $615,625 | |
| SUSTAINING PARTNER FEE | 900099 | $259,011 | $259,011 | |
| PUBLICATION SALES | 900099 | $41,931 | $41,931 | |
| ADVERTISING | 541800 | $4,500 | $4,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,181,032 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $146,933 | TotalRevenueColumnAmt |
| Exclusion | $146,933 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $99,677 | TotalRevenueColumnAmt |
| Exclusion | $99,677 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,798 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $78,798 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $78,798 | TotalRevenueColumnAmt |
| Exclusion | $78,798 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $8,604 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $8,604 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $8,604 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,470,895 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,185,136 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $4,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $325,408 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $362,013 | TotalAmt |
| Program Services | $181,007 | ProgramServicesAmt |
| Management And General | $90,503 | ManagementAndGeneralAmt |
| Fundraising | $90,503 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,209,643 | TotalAmt |
| Program Services | $906,003 | ProgramServicesAmt |
| Management And General | $173,507 | ManagementAndGeneralAmt |
| Fundraising | $130,133 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,485 | TotalAmt |
| Program Services | $38,568 | ProgramServicesAmt |
| Management And General | $8,310 | ManagementAndGeneralAmt |
| Fundraising | $6,607 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $180,836 | TotalAmt |
| Program Services | $126,631 | ProgramServicesAmt |
| Management And General | $29,710 | ManagementAndGeneralAmt |
| Fundraising | $24,495 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $112,922 | TotalAmt |
| Program Services | $78,297 | ProgramServicesAmt |
| Management And General | $18,885 | ManagementAndGeneralAmt |
| Fundraising | $15,740 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,207 | TotalAmt |
| Management And General | $1,207 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $163,608 | TotalAmt |
| Management And General | $163,608 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,484 | TotalAmt |
| Program Services | $406,254 | ProgramServicesAmt |
| Management And General | $16,817 | ManagementAndGeneralAmt |
| Fundraising | $142,413 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $143,230 | TotalAmt |
| Program Services | $76,039 | ProgramServicesAmt |
| Management And General | $14,451 | ManagementAndGeneralAmt |
| Fundraising | $52,740 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,060 | TotalAmt |
| Program Services | $5,687 | ProgramServicesAmt |
| Management And General | $1,010 | ManagementAndGeneralAmt |
| Fundraising | $4,363 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,377 | TotalAmt |
| Program Services | $175,101 | ProgramServicesAmt |
| Management And General | $43,074 | ManagementAndGeneralAmt |
| Fundraising | $35,202 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,501 | TotalAmt |
| Program Services | $26,734 | ProgramServicesAmt |
| Management And General | $1,458 | ManagementAndGeneralAmt |
| Fundraising | $3,309 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $530,842 | TotalAmt |
| Program Services | $525,235 | ProgramServicesAmt |
| Management And General | $3,207 | ManagementAndGeneralAmt |
| Fundraising | $2,400 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,520 | TotalAmt |
| Program Services | $10,050 | ProgramServicesAmt |
| Management And General | $1,359 | ManagementAndGeneralAmt |
| Fundraising | $1,111 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| TEMPORARY HELP | $38,769 | $26,881 | $6,484 | $5,404 |
| DUES AND PUBLICATIONS | $33,452 | $15,618 | $1,793 | $16,041 |
| MISCELLANEOUS | $3,457 | $2,388 | $588 | $481 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,707,406 | TotalAmt |
| Program Services | $2,600,493 | ProgramServicesAmt |
| Management And General | $575,971 | ManagementAndGeneralAmt |
| Fundraising | $530,942 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $67,612 | BOYAmt |
| EOY | $136,142 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $520,784 | BOYAmt |
| EOY | $297,815 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $62,000 | BOYAmt |
| EOY | $264,265 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $146,750 | BOYAmt |
| EOY | $131,427 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $51,580 | BOYAmt |
| EOY | $60,835 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $214,151 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $214,151 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,302,618 | BOYAmt |
| EOY | $2,976,948 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $999,935 | BOYAmt |
| EOY | $211,594 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,151,279 | BOYAmt |
| EOY | $4,079,026 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,972 | BOYAmt |
| EOY | $58,927 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $850,897 | BOYAmt |
| EOY | $875,276 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $998,869 | BOYAmt |
| EOY | $934,203 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,950,790 | BOYAmt |
| EOY | $2,521,754 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,201,620 | BOYAmt |
| EOY | $623,069 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,152,410 | BOYAmt |
| EOY | $3,144,823 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,151,279 | BOYAmt |
| EOY | $4,079,026 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$236,511 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $17,265 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$788,341 | DonatedServicesAndUseFcltsAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Publicly Supported Org509a2 | Yes (X) | PubliclySupportedOrg509a2Ind |
Gifts Grants Contris Rcvd509 GiftsGrantsContrisRcvd509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $616,359 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $889,906 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,395,476 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $438,059 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $955,851 | CurrentTaxYearAmt |
| Total | $6,295,651 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,162,747 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,580,322 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,704,177 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,976,744 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,134,601 | CurrentTaxYearAmt |
| Total | $9,558,591 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,779,106 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,470,228 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,099,653 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,414,803 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,090,452 | CurrentTaxYearAmt |
| Total | $15,854,242 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $50,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,668 | CurrentTaxYearAmt |
| Total | $514,334 | TotalAmt |
Substantial Contributors Amt SubstantialContributorsAmtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Subst And Dsqlfy Prsns Tot SubstAndDsqlfyPrsnsTotGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $72,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $200,000 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus1 Year | $50,000 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $191,668 | CurrentTaxYearAmt |
| Total | $514,334 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,339,908 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $228,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $325,408 | CurrentTaxYearAmt |
| Total | $1,436,596 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $352,269 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $304,197 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $228,202 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $226,520 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $325,408 | CurrentTaxYearAmt |
| Total | $1,436,596 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $5,205 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $4,500 | CurrentTaxYearAmt |
| Total | $9,705 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus1 Year | $1,486 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $8,604 | CurrentTaxYearAmt |
| Total | $10,090 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,131,375 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,774,425 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,327,855 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,648,014 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,428,964 | CurrentTaxYearAmt |
| Total | $17,310,633 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88620 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88850 | PublicSupportPY509Pct |
| Investment Income CY | 0.08300 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08100 | InvestmentIncomePYPct |
| Thirty Thr Pct Suprt Tests CY509 | Yes (X) | ThirtyThrPctSuprtTestsCY509Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | OTHER REVENUE - 2022 AMOUNT: $ 1,486. 2023 AMOUNT: $ 8,604. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule C IRS990ScheduleC
Other Exempt Purpose Expend OtherExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,711,768 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,711,768 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $335,588 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $83,897 | FilingOrganizationsTotalAmt |
Tot Lbbyng Grassroot Mns Non Tx TotLbbyngGrassrootMnsNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Tot Lbby Expend Mns Lbbyng Non Tx TotLbbyExpendMnsLbbyngNonTxGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $0 | FilingOrganizationsTotalAmt |
Avg Lobbying Nontaxable Amount AvgLobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $306,155 | CurrentYearMinus3Amt |
| Current Year Minus2 | $296,388 | CurrentYearMinus2Amt |
| Current Year Minus1 | $344,636 | CurrentYearMinus1Amt |
| Current Year | $335,588 | CurrentYearAmt |
| Total | $1,282,767 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,924,151 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $76,539 | CurrentYearMinus3Amt |
| Current Year Minus2 | $74,097 | CurrentYearMinus2Amt |
| Current Year Minus1 | $86,159 | CurrentYearMinus1Amt |
| Current Year | $83,897 | CurrentYearAmt |
| Total | $320,692 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $481,038 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $52,137 | OtherCostOrOtherBasisAmt |
| Depreciation | $52,137 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $15,295 | OtherCostOrOtherBasisAmt |
| Depreciation | $15,295 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $146,719 | OtherCostOrOtherBasisAmt |
| Depreciation | $146,719 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | CERTIFICATES OF DEPOSIT | Desc |
| Book Value | $2,976,948 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,976,948 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DONATED OFFICE SPACE RECEIVABLE | $207,039 |
| SECURITY DEPOSITS | $4,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $211,594 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,911,220 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $17,265 | NetUnrealizedGainsInvstAmt |
| Donated Services And Use Fclts | $20,127 | DonatedServicesAndUseFcltsAmt |
| Other Revenue | -$597,067 | OtherRevenueAmt |
| Revenue Not Reported | -$559,675 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,470,895 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,470,895 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $3,918,807 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $211,401 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $211,401 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,707,406 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,707,406 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE ORGANIZATION REQUIRES THAT A TAX POSITION BE RECOGNIZED OR DERECOGNIZED BASED ON A "MORE-LIKELY-THAN-NOT" THRESHOLD. THIS APPLIES TO POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE ORGANIZATION DOES NOT BELIEVE ITS FINANCIAL STATEMENTS INCLUDE, OR REFLECT, ANY UNCERTAIN TAX POSITIONS. THE ORGANIZATION'S IRS FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, IS SUBJECT TO EXAMINATION BY TAXING AUTHORITIES GENERALLY FOR THREE YEARS AFTER FILING. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | IMPAIRMENT OF DONATED SPACE RECEIVABLE -597,067. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL D DAUGHERTY | PersonNm |
| Title | CEO | TitleTxt |
| Base Compensation Filing Org | $300,000 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $0 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $47,906 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $7,670 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $0 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $6,436 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $0 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $362,012 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $0 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | AFIA AMOBEAA-SAKYI (DIRECTOR OF EQUITY AND INCLUSION), SERENITY GREENFIELD (SENIOR DIRECTOR, RRR), AND LAUREN KOTKIN (SENIOR DIRECTOR OF EDUCATION) ALL RECEIVED BONUSES BASED ON PERFORMANCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1: | THE STRONG DESIRE FOR BETTER OUTCOMES. WE WERE FOUNDED IN 1995 AS THE ASSOCIATION OF SMALL FOUNDATIONS, BY A GROUP OF SMALL-STAFFED FOUNDATION LEADERS WHO RECOGNIZED THEIR OWN UNIQUE NEEDS AND THE BENEFITS OF COMING TOGETHER WITH OTHERS LIKE THEMSELVES FOR LEARNING AND INFORMATION SHARING. THE FOUNDERS GROUNDED OUR COMMUNITY IN THE FOLLOWING VALUES: RELATIONSHIPS COME FIRST, ONE SIZE DOES NOT FIT ALL, LEARNING IS A LIFE LONG JOURNEY, QUALITY IS ESSENTIAL, AND INSPIRATION COMES FROM OUR COLLECTIVE IMPACT. IN 2014 WE EXPANDED OUR FOCUS BEYOND FOUNDATIONS AND REBRANDED TO EXPONENT PHILANTHROPY, AND NOW SERVE ALL TYPES OF FUNDERS WHO PRACTICE PHILANTHROPY WITH FEW OR NO STAFF. OUR MISSION IS TO AMPLIFY AND INCREASE THE IMPACT OF LEAN FUNDERS BY BUILDING AN INCLUSIVE COMMUNITY WHERE THEY CAN LEARN, CONNECT, AND COLLABORATE. MEMBERS CONNECT WITH EXPERTS AND PEERS IN THE FIELD THROUGH HIGH-QUALITY PROGRAMS, RESOURCES, AND DISCUSSIONS DESIGNED SPECIFICALLY FOR FOUNDATIONS WITH FEW OR NO STAFF, PHILANTHROPIC FAMILIES, AND INDIVIDUAL DONORS. |
| FORM 990, PART VI, SECTION A, LINE 6 | ALL MEMBERS HAVE VOTING RIGHTS, WITH EACH ORGANIZATIONAL OR INDIVIDUAL MEMBER HAVING ONE VOTE. THE GOVERNING BODY, THE BOARD OF DIRECTORS, IS ELECTED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION A, LINE 7A | ALL MEMBERS HAVE VOTING RIGHTS, WITH EACH ORGANIZATIONAL OR INDIVIDUAL MEMBER HAVING ONE VOTE. THE GOVERNING BODY IS ELECTED BY THE MEMBERSHIP. |
| FORM 990, PART VI, SECTION B, LINE 11B | MEMBERS OF THE ASSOCIATION'S STAFF AND BOARD REVIEW THE FORM 990, PRIOR TO FILING, CAREFULLY TO ENSURE ITS COMPLETENESS AND ACCURACY. |
| FORM 990, PART VI, SECTION B, LINE 12C | ASSOCIATION STAFF AND BOARD MEMBERS ARE REQUIRED ANNUALLY TO READ THE CONFLICT OF INTEREST POLICY AND AFFIRM THEIR COMPLIANCE IN WRITING. MATTERS OF CONFLICT ARE ADDRESSED INDIVIDUALLY BY THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE, WHICH IS ALSO THE COMPENSATION COMMITTEE, REVIEWS COMPENSATION DATA ON A YEARLY BASIS AND ESTABLISHES THE CEO'S CONTRACT. |
| FORM 990, PART VI, SECTION C, LINE 19 | WE POST OUR FINANCIAL STATEMENTS, 990 FORMS, 1023 FORM AND IRS DETERMINATION LETTER ON OUR WEBSITE, FREELY AVAILABLE FOR DOWNLOADING. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 406,254. MANAGEMENT AND GENERAL EXPENSES 16,817. FUNDRAISING EXPENSES 142,413. TOTAL EXPENSES 565,484. |
| FORM 990, PART XII, LINE 2C: | THE AUDIT COMMITTEE OF THE BOARD ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT AND SELECTION OF AN INDEPENDENT AUDITOR. THIS PROCESS HAS NOT CHANGED FROM PRIOR YEARS. |
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