2022-10-27T14:10:13-05:00 2021-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2021-01-01 522122029 UNITED PHILANTHROPY FORUM UNIT 2028694327 1020 19TH STREET NW 360 WASHINGTON DC 20036 DAVID BIEMESDERFER PRESIDENT & CEO 2028694327 2022-10-25 1 DAVID BIEMESDERFER 999009999 JANE E PFEIFER P00014949 6148852208 2022-10-25 3 AAL1 IAL1 2021 2022-09-23 18:48:47Z DAVID BIEMESDERFER 1020 19TH STREET NW 360 WASHINGTON DC 20036 5361017 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. 14 14 11 60 0 0 12095250 4450852 1150451 897725 2889 3971 11217 8469 13259807 5361017 9155140 120000 0 0 1380591 1354386 0 0 67064 1902071 1815322 12437802 3289708 822005 2071309 3189665 5155571 491246 385843 2698419 4769728 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 1112790 0 847328 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. 1471507 120000 50397 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. ALSO IN 2021, THE FORUM CONTINUED TO PROVIDE A VAST ARRAY OF NEW PROGRAMS, SERVICES, INFORMATION, PUBLIC POLICY EFFORTS AND LEADERSHIP TO HELP OUR NETWORK RESPOND TO THE COVID-19 PANDEMIC. 2584297 1 1 0 1 0 0 0 0 0 0 1 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 13 0 1 11 1 0 0 0 0 0 0 0 0 0 0 0 0 X 14 14 0 0 0 0 1 1 1 1 1 0 0 1 1 1 1 1 1 1 0 0 X X DAVID BIEMESDERFER 8883913235 1020 19TH STREET NW STE 360 WASHINGTON DC 20036 KRISTEN RUFF DIRECTOR 1.00 X 0 0 0 DEBORAH AUBERT THOMAS DIRECTOR 1.00 X 0 0 0 AMANDA MISIKO ANDERE CHAIR 1.00 X X 0 0 0 RET BONEY VICE CHAIR 1.00 X X 0 0 0 KARI MCCANN BOUTELL DIRECTOR 1.00 X 0 0 0 AMALIA BRINDIS DELGADO ESQ. 1.00 X 0 0 0 ANDREASON L BROWN TREASURER 1.00 X X 0 0 0 KRISTEN CAMBELL SECRETARY 1.00 X X 0 0 0 LAURIE LILES DIRECTOR 1.00 X 0 0 0 NICK DEYCHAKIWSKY DIRECTOR 1.00 X 0 0 0 PATRICIA SMITH DIRECTOR 1.00 X 0 0 0 PAUL D DAUGHERTY DIRECTOR 1.00 X 0 0 0 PHILIP LI DIRECTOR 1.00 X 0 0 0 SUSAN TAYLOR BATTEN DIRECTOR 1.00 X 0 0 0 DAVID BIEMESDERFER PRESIDENT & CEO 40.00 X 234259 0 28109 COURTNEY MOORE SENIOR DIRECTOR OF MEMBER SERVICES 40.00 X 106461 0 12074 VAL ROZANSKY VP, KNOWLEDGE SERVICES 40.00 X 174423 0 17748 515143 0 57931 3 0 1 0 THINKSHOUT 321 NW GLISAN ST UNIT 700 PORTLAND OR 97209 WEB DEVELOPMENT 437125 SHEER DESIGN 24 HIBISCUS COURT GAITHERSBURG MD 20878 WEB DESIGN 333828 MDC 307 WEST MAIN STREET DURHAM NC 27701 PROJECT MANAGEMENT 200000 3 688177 170000 3592675 4450852 USER FEES 900099 847328 847328 MEETINGS 900099 50397 50397 897725 3971 3971 MISCELLANEOUS 900099 8469 8469 8469 5361017 897725 0 12440 X 120000 120000 262368 193081 64193 5094 885439 651610 216639 17190 46382 34134 11348 900 72519 53368 17743 1408 87678 64524 21452 1702 3121 2633 429 59 79802 67326 10957 1519 31689 31689 1103449 925976 155860 21613 105 79 25 1 48297 36252 11535 510 11456 8599 2736 121 122259 89973 29913 2373 9909 7038 1685 1186 240436 176941 58827 4668 6562 4926 1567 69 ONLINE HOSTING SERVICES 90644 68038 21649 957 PROGRAM EXPENSES 63655 45212 10825 7618 PAYROLL PROCESSING FEES 3938 2898 964 76 3289708 2584297 638347 67064 668447 96714 802742 3253263 1079512 1177383 20777 13038 1608091 1006928 469177 601163 149010 14010 3189665 5155571 144056 165656 177190 220187 170000 0 491246 385843 X 513680 3408208 2184739 1361520 2698419 4769728 3189665 5155571 2071309 0 X X 0 1 X 1 0 X 998771 2095842 2433497 1406333 4450852 11385295 998771 2095842 2433497 1406333 4450852 11385295 1323259 10062036 603 560 938 2889 3971 8961 2652 10537 14309 11217 8469 47184 11441440 4589907 0.87940 0.72110 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ONE-TIME USE RESTRICTED GRANT AMOUNT: 0. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 28751 2938 31689 3258019 3289708 314485 78621 0 0 314485 314485 471728 31689 31689 78621 78621 117932 28751 28751 53074 41218 11856 1555017 965710 589307 601163 5361017 0 5361017 0 5361017 3289708 0 3289708 0 3289708 0 FIRST PEOPLES FUND 706 WEST BOULEVARD RAPID CITY SD 55701 823776329 60000 0 CAPACITY BUILDING FOR COVID-19 RESPONSE NDN COLLECTIVE INC 317 MAIN STREET RAPID CITY SD 55701 820583682 60000 0 CAPACITY BUILDING FOR COVID-19 RESPONSE 2 X X 0 0 0 0 0 0 0 0 0 DAVID BIEMESDERFER PRESIDENT & CEO 234259 0 0 0 0 0 11713 0 16396 0 262368 0 0 0 VAL ROZANSKY VP, KNOWLEDGE SERVICES 174423 0 0 0 0 0 8631 0 9117 0 192171 0 0 0 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 WAS PREPARED BY AN OUTSIDE ACCOUNTANT AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE PRESENTED 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. THE CEO'S LAST REVIEW WAS PERFORMED IN NOVEMBER 2021. THE CEO USES A SIMILAR PROCEDURE FOR OTHER EMPLOYEES. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, WHISTLEBLOWER POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE ON THE FORUM'S WEBSITE AND BY REQUEST. FORM 990, PART IX, LINE 11G HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 14,159. MANAGEMENT AND GENERAL EXPENSES 2,304. FUNDRAISING EXPENSES 320. TOTAL EXPENSES 16,783. CONSULTING: PROGRAM SERVICE EXPENSES 561,149. MANAGEMENT AND GENERAL EXPENSES 96,484. FUNDRAISING EXPENSES 13,378. TOTAL EXPENSES 671,011. TECHNOLOGY AND WEB SERVICES: PROGRAM SERVICE EXPENSES 350,668. MANAGEMENT AND GENERAL EXPENSES 57,072. FUNDRAISING EXPENSES 7,915. TOTAL EXPENSES 415,655. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.