2023-11-14T08:00:30-06:00 2022-12-31 521711839 COUNCILOR BUCHANAN & MITCHELL PC 7910 WOODMONT AVE STE 500 BETHESDA MD 20814 990 2022-01-01 650617866 ASSOCIATION OF SMALL FOUNDATIONS ASSO 2025806560 1720 N STREET NW WASHINGTON DC 20036 PAUL D DAUGHERTY CEO 2025806560 2023-11-13 1 PAUL DAUGHERTY 999009999 0 HOLLY CAPORALE P00235685 3019860600 2023-11-13 2 AAL1 IAL1 2022 2023-04-26 12:10:37Z EXPONENT PHILANTHROPY PAUL D DAUGHERTY 1720 N STREET NW WASHINGTON DC 20036 2648014 0 X WWW.EXPONENTPHILANTHROPY.ORG X 1995 DE BUILD AND STRENGTHEN LEAN PHILANTHROPY. 13 12 20 25 5205 0 3395476 438059 1704177 1981949 2033 24772 226660 203234 5328346 2648014 0 0 0 0 1946386 1931431 0 0 339470 981374 1961292 2927760 3892723 2400586 -1244709 6598836 5151279 1014196 998869 5584640 4152410 X EXPONENT PHILANTHROPY (THE ASSOCIATION) IS A MEMBER-LED COMMUNITY OF NEARLY 1600 LEAN FUNDERS THAT PRACTICE PHILANTHROPY WITH FEW OR NO STAFF. 0 0 2950753 0 1981949 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. 2950753 1 1 0 1 0 0 0 0 0 0 1 1 0 1 0 1 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 21 0 1 20 1 1 1 0 0 0 0 1 1 0 0 0 0 0 0 X 13 12 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 0 0 AL AK AR CA CO DC FL GA HI KY LA ME MA MI MN MS MO NV NH NJ NM NY NC ND OH OK OR RI SC UT WA WV WI X X THE ASSOCIATION 2025806560 1720 N STTREET NW WASHINGTON DC 200362907 DANIELLE MATHISON CHAIR-END 10/2022 / VICE-CHAIR-START 10/2022 20.00 X X 47625 0 0 RAHSAAN HARRIS CHAIR-START OCT 2022 6.00 X X 0 0 0 NINA COHEN SECRETARY-START OCT 2022 3.00 X 0 0 0 RICHARD RIBEIRO TREASURER-START OCT 2022 6.00 X X 0 0 0 BETH STIPE VICE-CHAIR-END OCT 2022 6.00 X X 0 0 0 ROBERT PAINE SECRETARY-END OCT 2022 6.00 X X 0 0 0 TOM BLANEY TREASURER-END OCT 2022 6.00 X X 0 0 0 CAROL GALLO MEMBER 3.00 X 0 0 0 TAYLOR GRAY MEMBER-START OCT 2022 3.00 X 0 0 0 ELIOT GREEN MEMBER-START OCT 2022 3.00 X 0 0 0 ANGELA HULT MEMBER-START OCT 2022 3.00 X 0 0 0 CLARK MCCAIN MEMBER-END OCT 2022 3.00 X 0 0 0 KERRY MCHUGH MEMBER 3.00 X 0 0 0 DEBRA MONIZ MEMBER 3.00 X 0 0 0 JENIFER OERTEL MEMBER-START OCT 2022 3.00 X 0 0 0 COURTNEY RICE MEMBER 3.00 X 0 0 0 SANDRA SWIRSKI MEMBER-START OCT 2022 3.00 X 0 0 0 PAUL D DAUGHERTY CEO 50.00 X 152712 0 719 CYNTHIA SCHAAL INTERIM CEO-END APR 2022 40.00 X 80169 0 16975 AFIA AMOBEAA-SAKYI DIRECTOR, EQUITY AND INCLUSION 40.00 X 103916 0 21885 LASHONNE BARNES DIRECTOR, DEVELOPMENT 40.00 X 114242 0 23991 SERENITY GREENFIELD SENIOR DIRECTOR, RRR 40.00 X 127121 0 26806 LAUREN KOTKIN SENIOR DIRECTOR, EDUCATION 40.00 X 114436 0 24596 740221 0 114972 5 0 1 0 MARKETING GENERAL INC 625 N WASHINGTON STREET SUITE 450 ALEXANDRIA VA 22314 MEMBERSHIP ACQUISITION CONSULTING 105141 1 438059 438059 MEMBERSHIP DUES 900099 1274946 1274946 REGISTRATION FEES 900099 446009 446009 SUSTAINING PARTNER FEE 900099 213789 213789 PUBLICATION SALES 900099 47205 42000 5205 1981949 24772 24772 95313 95313 106435 0 106435 106435 106435 OTHER REVENUE 900099 1486 1486 1486 2648014 1978230 5205 226520 X 298200 153843 101322 43035 1221931 893186 185324 143421 148726 109742 19363 19621 139304 96320 25686 17298 123270 85428 22613 15229 129047 3250 125797 689052 623947 28182 36923 155606 122713 16858 16035 6293 5266 608 419 280153 194970 50428 34755 45147 39132 3111 2904 580958 574051 3926 2981 21498 14961 3870 2667 DUES AND PUBLICATIONS 33882 26981 3804 3097 MISCELLANEOUS 12436 1959 10284 193 TEMPORARY HELP 7220 5004 1324 892 3892723 2950753 602500 339470 17740 67612 2123096 520784 191666 62000 139265 146750 40666 51580 214151 214151 0 0 2898947 3302618 1187456 999935 6598836 5151279 113021 147972 901175 850897 1014196 998869 X 4036323 2950790 1548317 1201620 5584640 4152410 6598836 5151279 -1244709 -187521 0 X X 0 1 X 1 0 X 1193176 616359 889906 3395476 438059 6532976 2267505 2162747 1580322 1704177 1976744 9691495 3460681 2779106 2470228 5099653 2414803 16224471 208666 72666 200000 50000 531332 0 208666 72666 200000 50000 531332 15693139 319504 352269 304197 228202 226520 1430692 319504 352269 304197 228202 226520 1430692 5205 5205 1486 1486 3780185 3131375 2774425 5327855 2648014 17661854 0.88850 0.88450 0.08100 0.08090 X SCHEDULE A, PART III, LINE 12, EXPLANATION OF OTHER INCOME: OTHER REVENUE - 2022 AMOUNT: $ 1,486. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 3892723 3892723 344636 86159 0 0 328209 306155 296388 344636 1275388 1913082 82052 76539 74097 86159 318847 478271 52137 52137 0 15295 15295 0 146719 146719 0 0 CERTIFICATES OF DEPOSIT 3302618 F 3302618 DONATED OFFICE SPACE RECEIVABLE 995380 SECURITY DEPOSITS 4555 999935 X 2667532 19518 19518 2648014 0 2648014 4099762 207039 207039 3892723 0 3892723 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. X X X X X 0 0 0 0 0 0 0 1 0 SERENITY GREENFIELD SENIOR DIRECTOR, RRR 119121 0 8000 0 0 0 24502 0 2304 0 153927 0 0 0 PAUL D DAUGHERTY CEO 152712 0 0 0 0 0 0 0 719 0 153431 0 0 0 PART I, LINE 7 SERENITY GREENFIELD (SENIOR DIRECTOR, RRR) RECEIVED A BONUS OF $8,000 BASED ON PERFORMANCE. 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.