2024-11-15T14:09:18-06:00 2023-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2023-01-01 522122029 UNITED PHILANTHROPY FORUM UNIT 2028694327 1020 19TH STREET NW 360 WASHINGTON DC 20036 DEBORAH AUBERT THOMAS PRESIDENT & CEO 2028694327 2024-11-15 1 0 ANNAMARIE B REILLY P00431897 6148852208 2024-11-15 2023 2024-10-15 13:58:12Z DEBORAH AUBERT THOMAS 1020 19TH STREET NW 360 WASHINGTON DC 20036 3488354 0 X WWW.UNITEDPHILFORUM.ORG X 1998 DC 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. 19 19 13 19 0 0 3033642 2096498 1250976 1355881 8002 30775 13695 5200 4306315 3488354 425000 14250 0 0 1578039 1831633 0 0 128911 2437210 3145880 4440249 4991763 -133934 -1503409 5726762 3957461 1090968 824682 4635794 3132779 X 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. 0 0 1539069 985596 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. 2553896 14250 370285 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. 4092965 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 0 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 18 0 1 13 1 0 0 0 0 0 0 0 0 0 0 0 0 X 19 19 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DEBORAH AUBERT THOMAS 2028887533 1020 19TH STREET NW STE 360 WASHINGTON DC 20036 DAVID BIEMESDERFER PRESIDENT & CEO 40.00 X 240116 0 30393 VAL ROZANSKY VP OF KNOWLEDGE SERVICES 40.00 X 202177 0 21062 COURTNEY MOORE SR. DIRECTOR OF MEMBER SERVICES 40.00 X 140660 0 15244 MATTHEW L EVANS SR. DIRECTOR OF PUBLIC POLICY 40.00 X 140460 0 15228 TRACI SLATER-RIGAUD SR. DIRECTOR OF MEMBER ENGAGEMENT 40.00 X 126454 0 21327 EDDIE TORRES DIRECTOR 1.00 X 0 0 0 PHILIP LI DIRECTOR 1.00 X 0 0 0 AMALIA BRINDIS DELGADO DIRECTOR 1.00 X 0 0 0 ANDREASON BROWN DIRECTOR 1.00 X 0 0 0 LASHANDA JACKSON DIRECTOR 1.00 X 0 0 0 DENA CHADWICK DIRECTOR 1.00 X 0 0 0 LAURIE LILES DIRECTOR 1.00 X 0 0 0 SARAH MANN WILLCOX DIRECTOR 1.00 X 0 0 0 KRISTEN RUFF DIRECTOR 1.00 X 0 0 0 PAT SMITH DIRECTOR 1.00 X 0 0 0 ERIK STEGMAN DIRECTOR 1.00 X 0 0 0 MARCUS WALTON DIRECTOR 1.00 X 0 0 0 KYLE CALDWELL DIRECTOR 1.00 X 0 0 0 KARI MCCANN BOUTELL DIRECTOR 1.00 X 0 0 0 MARISSA TIRONA DIRECTOR 1.00 X 0 0 0 DEBORAH AUBERT THOMAS SECRETARY 1.00 X X 0 0 0 KRISTEN CAMPBELL VICE CHAIR 1.00 X X 0 0 0 ANN ESTEBAN TREASURER 1.00 X X 0 0 0 AMANDA MISIKO ANDERE CHAIR 1.00 X X 0 0 0 849867 0 103254 5 0 1 0 SHEER DESIGN 601 WATTS BRANCH PARKWAY ROCKVILLE MD 20854 WEB DESIGN 432905 THINKSHOUT 321 NW GLISAN ST UNIT 700 PORTLAND OR 97209 WEB DEVELOPMENT 322126 MDC 307 WEST MAIN STREET DURHAM NC 27701 PROJECT MANAGEMENT 303240 MP ASSOCIATES INC 704 BROOKWOOD ROAD BALTIMORE MD 21229 PROJECT MANAGEMENT 184949 CCR SOLUTIONS INC 25 WALPOLE PARK SOUTH BUILDING 1 UN WALPOLE MA 02081 AUDIO & VISUAL 111105 5 745721 1350777 2096498 USER FEES 900099 985596 985596 MEETINGS 900099 370285 370285 1355881 30775 30775 MISCELLANEOUS 900099 5200 5200 5200 3488354 1355881 0 35975 X 14250 14250 270510 214922 51523 4065 1287845 1023202 245291 19352 70545 56047 13437 1061 87002 69124 16572 1306 115731 91949 22043 1739 1511 1198 238 75 101562 80487 16009 5066 25253 25253 1823 1823 994363 782787 160718 50858 125 95 25 5 57895 43935 11494 2466 553666 437985 88235 27446 132656 105396 25267 1993 170650 167109 3282 259 572710 560828 11013 869 371727 295340 70801 5586 9565 7258 1899 408 ONLINE HOSTING SERVICES 147398 111847 29269 6282 PAYROLL PROCESSING FEES 4976 3953 948 75 4991763 4092965 769887 128911 342529 106329 2862166 135614 1525634 1956633 20889 28637 2053849 1676552 520408 377297 1010394 455136 342557 5726762 3957461 392501 267590 197823 179439 500644 377653 1090968 824682 X 2560794 780893 2075000 2351886 4635794 3132779 5726762 3957461 -1503409 394 0 X X 0 1 X 1 0 X 2433497 1406333 4450852 3033642 2096498 13420822 2433497 1406333 4450852 3033642 2096498 13420822 3604639 9816183 938 2889 3971 8002 30775 46575 14309 11217 8469 13695 5200 52890 13520287 5597833 0.72600 0.75750 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ONE-TIME USE RESTRICTED GRANT DATE: 06/30/20 AMOUNT: 10688917. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 19952 5301 25253 4966510 4991763 399588 99897 0 0 314485 372012 399588 1086085 1629128 31689 28332 25253 85274 78621 93003 99897 271521 407282 28751 23799 19952 72502 60272 51302 8970 1993577 1625250 368327 377297 DEPOSITS 14010 OPERATING RIGHT OF USE ASSETS 328547 342557 OPERATING LEASE LIABILITY 377653 377653 3486925 394 394 3486531 1823 1823 3488354 4989940 0 4989940 1823 1823 4991763 X X 0 0 0 0 0 0 0 0 0 DAVID BIEMESDERFER PRESIDENT & CEO 240116 0 0 0 0 0 12006 0 18387 0 270509 0 0 0 VAL ROZANSKY VP OF KNOWLEDGE SERVICES 202177 0 0 0 0 0 10019 0 11043 0 223239 0 0 0 COURTNEY MOORE SR. DIRECTOR OF MEMBER SERVICES 140660 0 0 0 0 0 6968 0 8276 0 155904 0 0 0 MATTHEW L EVANS SR. DIRECTOR OF PUBLIC POLICY 140460 0 0 0 0 0 6968 0 8260 0 155688 0 0 0 PART IV, LINE 21 THE ORGANIZATION GRANTED MORE THAN $5000 TO OTHER ORGANIZATIONS IN TOTAL. HOWEVER, NO SINGLE ORGANIZATION RECEIVED MORE THAN $5000 SO SCHEDULE I IS NOT REQUIRED. FORM 990, PART VI, SECTION A, LINE 6 FORUM MEMBERSHIP IS OPEN TO REGIONAL AND NATIONAL PHILANTHROPY INFRASTRUCTURE ORGANIZATIONS THAT MEET ALL OF THE FOLLOWING CRITERIA: 1. ITS PRIMARY MISSION IS TO SERVE, STRENGTHEN AND ADVANCE THE FIELD OF PHILANTHROPY. 2. IT IS A NONPROFIT ORGANIZATION, A SUPPORTING ORGANIZATION OR A PROJECT OF A NONPROFIT ORGANIZATION. 3. IT IS STAFFED BY AT LEAST ONE PART-TIME PAID PROFESSIONAL. 4. IT HAS A DEFINED ORGANIZATIONAL, FINANCIAL AND GOVERNANCE STRUCTURE. 5. IT IS WILLING AND ABLE TO COMMIT TIME TO FORUM ACTIVITIES AND TO RESPOND TO REQUESTS FOR INFORMATION FROM FORUM STAFF AND COLLEAGUES. FORM 990, PART VI, SECTION A, LINE 7A FORUM MEMBERS HAVE THE EXCLUSIVE RIGHT TO ELECT THE DIRECTORS OF THE CORPORATION AND THE EXCLUSIVE RIGHT TO VOTE ON ALL MATTERS PERTAINING TO THE AFFAIRS OF THE CORPORATION ON WHICH A VOTE OF THE MEMBERS IS REQUIRED OR IS DEEMED DESIRABLE BY THE BOARD OF DIRECTORS. EACH MEMBER IS ENTITLED TO ONE VOTE ON ALL MATTERS SUBMITTED TO A VOTE OF THE MEMBERSHIP. EACH MEMBER WILL ANNUALLY APPOINT A REPRESENTATIVE OF THE ORGANIZATION WHO WILL REPRESENT, VOTE FOR AND ACT FOR THAT MEMBER IN ALL AFFAIRS OF THE FORUM. THAT REPRESENTATIVE WILL USUALLY BE THE MEMBER'S CHIEF EXECUTIVE OFFICER. FORM 990, PART VI, SECTION A, LINE 7B MEMBERS APPROVE CHANGES TO THE FORUM'S BYLAWS. FORM 990, PART VI, SECTION B, LINE 11B THE FORM 990 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND PRESENTED TO THE FINANCE AND AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE FINANCE AND AUDIT COMMITTEE PRESENTS THE FORM 990 TO THE ENTIRE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A DIRECTOR DISCLOSES TO THE BOARD OF DIRECTORS ANY MATERIAL INTEREST, WHICH THE DIRECTOR DIRECTLY OR INDIRECTLY HAS IN ANY PERSON OR ENTITY, WHICH IS A PARTY TO A TRANSACTION OR MATTER UNDER CONSIDERATION BY THE BOARD OF DIRECTORS. THE INTERESTED DIRECTOR ABSTAINS FROM VOTING, DISCUSSING, AND LOBBYING ON SUCH TRANSACTIONS AND LEAVES THE ROOM WHILE SUCH ACTIVITIES ARE IN PROGRESS; PROVIDED, HOWEVER, THAT SUCH INTERESTED DIRECTOR'S PRESENCE MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT. MINUTES OF MEETINGS RECORD ALL INTEREST DISCLOSURES, AND ABSTENTIONS DUE TO CONFLICT OF INTEREST. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS AND AFFORDS THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS THE CEO'S PERFORMANCE AND DOCUMENTS ITS REVIEW IN THE BOARD MEETING MINUTES. THE BOARD BENCHMARKS THE CEO'S COMPENSATION WITH THOSE OF EXECUTIVES AT OTHER ASSOCIATIONS WITH SIMILAR MISSIONS AND COMPARABLE ORGANIZATIONS IN THE REGION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE AS REQUIRED BY LAW. FORM 990, PART IX, LINE 11G HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 60,562. MANAGEMENT AND GENERAL EXPENSES 12,046. FUNDRAISING EXPENSES 3,812. TOTAL EXPENSES 76,420. CONSULTING: PROGRAM SERVICE EXPENSES 722,225. MANAGEMENT AND GENERAL EXPENSES 148,672. FUNDRAISING EXPENSES 47,046. TOTAL EXPENSES 917,943. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.