ASSOCIATION OF SMALL FOUNDATIONS: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF SMALL FOUNDATIONS (EIN 65-0617866)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202333189349302013
- Schema version
- 2022v5.0
- 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 | 2023-11-14T08:00:30-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | 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 | 2022-01-01 | 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 | 1720 N STREET NW | 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 | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | PAUL | PersonFirstNm |
| Person Last | DAUGHERTY | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| 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 | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
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 | 1720 N STREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,648,014 | 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 | 13 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 12 | VotingMembersIndependentCnt |
| Total Employee | 20 | TotalEmployeeCnt |
| Total Volunteers | 25 | TotalVolunteersCnt |
| Total Gross UBI | $5,205 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,395,476 | PYContributionsGrantsAmt |
| CY Contributions Grants | $438,059 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $1,704,177 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $1,981,949 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,033 | PYInvestmentIncomeAmt |
| CY Investment Income | $24,772 | CYInvestmentIncomeAmt |
| PY Other Revenue | $226,660 | PYOtherRevenueAmt |
| CY Other Revenue | $203,234 | CYOtherRevenueAmt |
| PY Total Revenue | $5,328,346 | PYTotalRevenueAmt |
| CY Total Revenue | $2,648,014 | 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 | $1,946,386 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $1,931,431 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $339,470 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $981,374 | PYOtherExpensesAmt |
| CY Other Expenses | $1,961,292 | CYOtherExpensesAmt |
| PY Total Expenses | $2,927,760 | PYTotalExpensesAmt |
| CY Total Expenses | $3,892,723 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,400,586 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$1,244,709 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $6,598,836 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,151,279 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,014,196 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $998,869 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $5,584,640 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $4,152,410 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | EXPONENT PHILANTHROPY (THE ASSOCIATION) IS A MEMBER-LED COMMUNITY OF NEARLY 1600 LEAN FUNDERS THAT PRACTICE PHILANTHROPY WITH FEW OR NO STAFF. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,950,753 | ExpenseAmt |
| Grant | $0 | GrantAmt |
| Revenue | $1,981,949 | RevenueAmt |
| Desc | THE ASSOCIATION PROVIDES OPPORTUNITIES FOR LEAN FUNDERS TO BECOME INCREASINGLY KNOWLEDGEABLE AND EFFECTIVE THROUGH RESEARCH THAT INFORMS EDUCATION PROGRAMS AND A RICH LIBRARY OF PUBLICATIONS, TOOLS, AND RESOURCES, INCLUDING: ESSENTIALS MAGAZINE, AN ANNUAL FOUNDATION OPERATIONS AND MANAGEMENT REPORT, FOUNDATION GUIDEBOOK, TRUSTEE HANDBOOK, DIGITAL REPORTS, ASSESSMENTS, Q&A SERVICE, ANNUAL CONFERENCE, WEBINARS, AND COHORTS. THE ASSOCIATION'S MEMBERS ARE THE EXPERTS IN EVERY ASPECT OF WHAT IT MEANS TO PRACTICE LEAN PHILANTHROPY, SO BEYOND BRINGING THEM INFORMATION, CONNECTING THEM WITH EACH OTHER IS PARAMOUNT TO ITS MISSION. THE ASSOCIATION INTENTIONALLY PROVIDES OPPORTUNITIES TO FOSTER MEANINGFUL CONNECTIONS THROUGHOUT THE YEAR VIA VIRTUAL ROUNDTABLES AND DINE-AROUNDS, PEER COACHING, VOLUNTEER COMMITTEES, AND THE ONLINE MEMBER DIRECTORY AND DISCUSSION COMMUNITIES WHILE LIFTING UP THE STORIES OF MEMBERS THROUGH BLOGS, NEWS STORIES, AND MEMBER-LED AWARDS PROGRAM.2022 MARKED THE THIRD YEAR OF IMPLEMENTING THE ASSOCIATION'S 2020-2025 STRATEGIC PLAN AND INCLUDED THE FOLLOWING ACCOMPLISHMENTS:- AROUND 3,500 RESOURCES, SAMPLE DOCUMENTS, AND TOOLKITS DOWNLOADED OR PURCHASED;- OVER 2,000 REGISTRATIONS FOR VIRTUAL EDUCATION PROGRAMS ON FILING THE 990-PF, BECOMING A BETTER ALLY, ROUNDTABLE DISCUSSIONS WITH NEXTGEN, A 3-DAY CONFERENCE AND MORE; - A SUCCESSFUL VIRTUAL ANNUAL CONFERENCE WITH 283 PARTICIPANTS; - RELEASE OF 2022 FOUNDATION OPERATIONS & MANAGEMENT REPORT WITH ALMOST 1,000 DOWNLOADS/PURCHASES;- MORE THAN 400 POSTS TO THE MEMBER DISCUSSION COMMUNITY;- THE LAUNCH OF THE CATALYTIC PHILANTHROPY PODCAST FEATURING CATALYTIC LEAN FUNDERS;- THE LAUNCH OF RESEARCH REPORTS HIGHLIGHTING EQUITY, SUCCESSION PLANNING, AND COVID-19 RESPONSE;- MEDIA MENTIONS IN THE CHRONICLE OF PHILANTHROPY, NEW YORK TIMES, NONPROFIT TIMES, PHILANTHROPY NEWS DIGEST, AND A FEW INTERNATIONAL NEWS OUTLETS AS WELL;- ALMOST 12,300 FOLLOWERS ACROSS THE ASSOCIATION'S SOCIAL MEDIA CHANNELS; AND- THE CURATION OF 60 BLOG POSTS WITH OVER 1,100 ACTIVE SUBSCRIBERS. | Desc |
| Total Program Service Expenses | $2,950,753 | 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 | 21 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 20 | 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 | 13 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 12 | 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 | LA | 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 | MO | 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 |
| 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 STTREET NW | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200362907 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 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 CHAIR-END | |||||||
| 10/2022 / VICE-CHAIR-START 10/2022 | 20.00 | Yes (X) | Yes (X) | $47,625 | $0 | $0 | |
| RAHSAAN HARRIS | |||||||
| CHAIR-START OCT 2022 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| NINA COHEN | |||||||
| SECRETARY-START OCT 2022 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| RICHARD RIBEIRO | |||||||
| TREASURER-START OCT 2022 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| BETH STIPE | |||||||
| VICE-CHAIR-END OCT 2022 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| ROBERT PAINE | |||||||
| SECRETARY-END OCT 2022 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| TOM BLANEY | |||||||
| TREASURER-END OCT 2022 | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROL GALLO | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TAYLOR GRAY | |||||||
| MEMBER-START OCT 2022 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ELIOT GREEN | |||||||
| MEMBER-START OCT 2022 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA HULT | |||||||
| MEMBER-START OCT 2022 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| CLARK MCCAIN | |||||||
| MEMBER-END OCT 2022 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| KERRY MCHUGH | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| DEBRA MONIZ | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENIFER OERTEL | |||||||
| MEMBER-START OCT 2022 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| COURTNEY RICE | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA SWIRSKI | |||||||
| MEMBER-START OCT 2022 | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL D DAUGHERTY | |||||||
| CEO | 50.00 | Yes (X) | $152,712 | $0 | $719 | ||
| CYNTHIA SCHAAL | |||||||
| INTERIM CEO-END APR 2022 | 40.00 | Yes (X) | $80,169 | $0 | $16,975 | ||
| AFIA AMOBEAA-SAKYI | |||||||
| DIRECTOR, EQUITY AND INCLUSION | 40.00 | $103,916 | $0 | $21,885 | Yes (X) | ||
| LASHONNE BARNES | |||||||
| DIRECTOR, DEVELOPMENT | 40.00 | $114,242 | $0 | $23,991 | Yes (X) | ||
| SERENITY GREENFIELD | |||||||
| SENIOR DIRECTOR, RRR | 40.00 | $127,121 | $0 | $26,806 | Yes (X) | ||
| LAUREN KOTKIN | |||||||
| SENIOR DIRECTOR, EDUCATION | 40.00 | $114,436 | $0 | $24,596 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $740,221 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $114,972 | 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 |
Contractor Compensation ContractorCompensationGrp
Contractor Name ContractorName
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MARKETING GENERAL INC | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 625 N WASHINGTON STREET SUITE 450 | AddressLine1Txt |
| City | ALEXANDRIA | CityNm |
| State Abbreviation | VA | StateAbbreviationCd |
| ZIP | 22314 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | MEMBERSHIP ACQUISITION CONSULTING | ServicesDesc |
| Compensation | $105,141 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $438,059 | AllOtherContributionsAmt |
| Total Contributions | $438,059 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,274,946 | $1,274,946 | |
| REGISTRATION FEES | 900099 | $446,009 | $446,009 | |
| SUSTAINING PARTNER FEE | 900099 | $213,789 | $213,789 | |
| PUBLICATION SALES | 900099 | $47,205 | $42,000 | $5,205 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $1,981,949 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,772 | TotalRevenueColumnAmt |
| Exclusion | $24,772 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $95,313 | TotalRevenueColumnAmt |
| Exclusion | $95,313 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $106,435 | 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 | $106,435 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $106,435 | TotalRevenueColumnAmt |
| Exclusion | $106,435 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $1,486 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,486 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,486 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,648,014 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,978,230 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $5,205 | UnrelatedBusinessRevenueAmt |
| Exclusion | $226,520 | 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 | $298,200 | TotalAmt |
| Program Services | $153,843 | ProgramServicesAmt |
| Management And General | $101,322 | ManagementAndGeneralAmt |
| Fundraising | $43,035 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,221,931 | TotalAmt |
| Program Services | $893,186 | ProgramServicesAmt |
| Management And General | $185,324 | ManagementAndGeneralAmt |
| Fundraising | $143,421 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $148,726 | TotalAmt |
| Program Services | $109,742 | ProgramServicesAmt |
| Management And General | $19,363 | ManagementAndGeneralAmt |
| Fundraising | $19,621 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $139,304 | TotalAmt |
| Program Services | $96,320 | ProgramServicesAmt |
| Management And General | $25,686 | ManagementAndGeneralAmt |
| Fundraising | $17,298 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $123,270 | TotalAmt |
| Program Services | $85,428 | ProgramServicesAmt |
| Management And General | $22,613 | ManagementAndGeneralAmt |
| Fundraising | $15,229 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,047 | TotalAmt |
| Program Services | $3,250 | ProgramServicesAmt |
| Management And General | $125,797 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $689,052 | TotalAmt |
| Program Services | $623,947 | ProgramServicesAmt |
| Management And General | $28,182 | ManagementAndGeneralAmt |
| Fundraising | $36,923 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $155,606 | TotalAmt |
| Program Services | $122,713 | ProgramServicesAmt |
| Management And General | $16,858 | ManagementAndGeneralAmt |
| Fundraising | $16,035 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,293 | TotalAmt |
| Program Services | $5,266 | ProgramServicesAmt |
| Management And General | $608 | ManagementAndGeneralAmt |
| Fundraising | $419 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,153 | TotalAmt |
| Program Services | $194,970 | ProgramServicesAmt |
| Management And General | $50,428 | ManagementAndGeneralAmt |
| Fundraising | $34,755 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,147 | TotalAmt |
| Program Services | $39,132 | ProgramServicesAmt |
| Management And General | $3,111 | ManagementAndGeneralAmt |
| Fundraising | $2,904 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $580,958 | TotalAmt |
| Program Services | $574,051 | ProgramServicesAmt |
| Management And General | $3,926 | ManagementAndGeneralAmt |
| Fundraising | $2,981 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $21,498 | TotalAmt |
| Program Services | $14,961 | ProgramServicesAmt |
| Management And General | $3,870 | ManagementAndGeneralAmt |
| Fundraising | $2,667 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND PUBLICATIONS | $33,882 | $26,981 | $3,804 | $3,097 |
| MISCELLANEOUS | $12,436 | $1,959 | $10,284 | $193 |
| TEMPORARY HELP | $7,220 | $5,004 | $1,324 | $892 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,892,723 | TotalAmt |
| Program Services | $2,950,753 | ProgramServicesAmt |
| Management And General | $602,500 | ManagementAndGeneralAmt |
| Fundraising | $339,470 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,740 | BOYAmt |
| EOY | $67,612 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,123,096 | BOYAmt |
| EOY | $520,784 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $191,666 | BOYAmt |
| EOY | $62,000 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $139,265 | BOYAmt |
| EOY | $146,750 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $40,666 | BOYAmt |
| EOY | $51,580 | 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 | $2,898,947 | BOYAmt |
| EOY | $3,302,618 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,187,456 | BOYAmt |
| EOY | $999,935 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,598,836 | BOYAmt |
| EOY | $5,151,279 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $113,021 | BOYAmt |
| EOY | $147,972 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $901,175 | BOYAmt |
| EOY | $850,897 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,014,196 | BOYAmt |
| EOY | $998,869 | 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 | $4,036,323 | BOYAmt |
| EOY | $2,950,790 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,548,317 | BOYAmt |
| EOY | $1,201,620 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,584,640 | BOYAmt |
| EOY | $4,152,410 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,598,836 | BOYAmt |
| EOY | $5,151,279 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$1,244,709 | ReconcilationRevenueExpnssAmt |
| Donated Services And Use Fclts | -$187,521 | 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 | $1,193,176 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $616,359 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $889,906 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,395,476 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $438,059 | CurrentTaxYearAmt |
| Total | $6,532,976 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,267,505 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,162,747 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,580,322 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $1,704,177 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,976,744 | CurrentTaxYearAmt |
| Total | $9,691,495 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,460,681 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,779,106 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,470,228 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,099,653 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,414,803 | CurrentTaxYearAmt |
| Total | $16,224,471 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $208,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $50,000 | CurrentTaxYearAmt |
| Total | $531,332 | 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 | $208,666 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $72,666 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $200,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year | $50,000 | CurrentTaxYearAmt |
| Total | $531,332 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,693,139 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $319,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $304,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,520 | CurrentTaxYearAmt |
| Total | $1,430,692 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $319,504 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $352,269 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $304,197 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $228,202 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $226,520 | CurrentTaxYearAmt |
| Total | $1,430,692 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $5,205 | CurrentTaxYearAmt |
| Total | $5,205 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year | $1,486 | CurrentTaxYearAmt |
| Total | $1,486 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,780,185 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,131,375 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,774,425 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $5,327,855 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,648,014 | CurrentTaxYearAmt |
| Total | $17,661,854 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88850 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88450 | PublicSupportPY509Pct |
| Investment Income CY | 0.08100 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08090 | 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. | 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 | $3,892,723 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,892,723 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $344,636 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,159 | 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 | $328,209 | CurrentYearMinus3Amt |
| Current Year Minus2 | $306,155 | CurrentYearMinus2Amt |
| Current Year Minus1 | $296,388 | CurrentYearMinus1Amt |
| Current Year | $344,636 | CurrentYearAmt |
| Total | $1,275,388 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,913,082 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $82,052 | CurrentYearMinus3Amt |
| Current Year Minus2 | $76,539 | CurrentYearMinus2Amt |
| Current Year Minus1 | $74,097 | CurrentYearMinus1Amt |
| Current Year | $86,159 | CurrentYearAmt |
| Total | $318,847 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $478,271 | 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 | $3,302,618 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $3,302,618 | TotalBookValueSecuritiesAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DONATED OFFICE SPACE RECEIVABLE | $995,380 |
| SECURITY DEPOSITS | $4,555 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $999,935 | TotalBookValueOtherAssetsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $2,667,532 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $19,518 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $19,518 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,648,014 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,648,014 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,099,762 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $207,039 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $207,039 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,892,723 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,892,723 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | 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. | ExplanationTxt |
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 (2 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| SERENITY GREENFIELD | ||||||||||||||
| SENIOR DIRECTOR, RRR | $119,121 | $0 | $8,000 | $0 | $0 | $0 | $24,502 | $0 | $2,304 | $0 | $153,927 | $0 | $0 | $0 |
| PAUL D DAUGHERTY | ||||||||||||||
| CEO | $152,712 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $719 | $0 | $153,431 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | SERENITY GREENFIELD (SENIOR DIRECTOR, RRR) RECEIVED A BONUS OF $8,000 BASED ON PERFORMANCE. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART I, LINE 1 | THIS VIBRANT NETWORK OF GRANTMAKERS AND DONORS HAS IN COMMON LEAN OPERATIONS AND A STYLE OF GIVING MOTIVATED BY PERSONAL PASSION, COMMUNITY NEEDS, AND THE STRONG DESIRE FOR BETTER OUTCOMES. THE ASSOCIATION WAS 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 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, THE ASSOCIATION EXPANDED ITS FOCUS BEYOND FOUNDATIONS AND REBRANDED TO EXPONENT PHILANTHROPY, AND NOW SERVE ALL TYPES OF FUNDERS WHO PRACTICE PHILANTHROPY WITH FEW OR NO STAFF. THE ASSOCIATION'S 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 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 | THE ASSOCIATION POSTS ITS FINANCIAL STATEMENTS, 990 FORMS, 1023 FORM AND IRS DETERMINATION LETTER ON ITS WEBSITE, FREELY AVAILABLE FOR DOWNLOADING. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 620,132. MANAGEMENT AND GENERAL EXPENSES 28,182. FUNDRAISING EXPENSES 36,923. TOTAL EXPENSES 685,237. DESIGN: PROGRAM SERVICE EXPENSES 3,815. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,815. |
| 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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