ASSOCIATION OF SMALL FOUNDATIONS: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- ASSOCIATION OF SMALL FOUNDATIONS (EIN 65-0617866)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-07-08
- IRS object ID
- 202501899349301245
- Schema version
- 2024v5.2
- 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 | 2025-07-08T17:15:36-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | 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 | 2024-01-01 | 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 | 200355607 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | PAUL D DAUGHERTY | PersonNm |
| Person Title | CEO | PersonTitleTxt |
| Phone | 2025806560 | PhoneNum |
| Signature | 2025-07-03 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JOSEPH J BARRECA | PreparerPersonNm |
| PTIN | P00310073 | PTIN |
| Phone | 3019860600 | PhoneNum |
| Preparation | 2025-07-03 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | 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 | PO BOX 65607 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 200355607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $3,730,408 | 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 | EDUCATE, EQUIP, AND CONNECT LEAN FUNDERS THROUGH A NATIONWIDE PEER COMMUNITY. | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 17 | TotalEmployeeCnt |
| Total Volunteers | 60 | TotalVolunteersCnt |
| Total Gross UBI | $9,500 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $955,851 | PYContributionsGrantsAmt |
| CY Contributions Grants | $1,095,644 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $2,181,032 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $2,333,790 | CYProgramServiceRevenueAmt |
| PY Investment Income | $146,933 | PYInvestmentIncomeAmt |
| CY Investment Income | $154,299 | CYInvestmentIncomeAmt |
| PY Other Revenue | $187,079 | PYOtherRevenueAmt |
| CY Other Revenue | $146,675 | CYOtherRevenueAmt |
| PY Total Revenue | $3,470,895 | PYTotalRevenueAmt |
| CY Total Revenue | $3,730,408 | 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 | $1,918,899 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $2,045,524 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $702,329 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,788,507 | PYOtherExpensesAmt |
| CY Other Expenses | $1,858,289 | CYOtherExpensesAmt |
| PY Total Expenses | $3,707,406 | PYTotalExpensesAmt |
| CY Total Expenses | $3,903,813 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$236,511 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$173,405 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,079,026 | TotalAssetsBOYAmt |
| Total Assets EOY | $3,716,252 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $934,203 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $951,533 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $3,144,823 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,764,719 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | TO AMPLIFY & INCREASE THE IMPACT OF LEAN FUNDERS IN ORDER TO TRANSFORM COMMUNITIES THROUGH INFORMED GIVING. WITH MORE THAN 1,500 MEMBERS IN EVERY CORNER OF THE US, WE ARE A NATIONWIDE NETWORK OF COMMUNITY CONNECTED PHILANTHROPY LEADERS, DONORS & FUNDERS WITH LEAN OPERATIONS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $2,046,907 | ExpenseAmt |
| Desc | PROGRAMS: FOSTER LEARNING, COLLABORATION, AND KNOWLEDGE SHARING TO DEEPEN MEMBER EXPERTISE AND PROFESSIONAL DEVELOPMENT. IN 2024, WE ENGAGED 1,664 PROFESSIONALS ACROSS 23 WEBINARS, PEER CIRCLES, ROUNDTABLES, AND COHORT PROGRAMS FOCUSED ON CATALYTIC LEADERSHIP IN PHILANTHROPY, RACIAL EQUITY, DISABILITY INCLUSION AND NEXT-GENERATION READINESSTAILORED FOR THE LEAN FUNDING COMMUNITY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $590,599 | ExpenseAmt |
| Desc | CONFERENCE: EXPONENT PHILANTHROPY'S ANNUAL CONFERENCE IS THE PREMIER GATHERING FOR LEAN FUNDERS. HELD ANNUALLY, THE CONFERENCE OFFERS A UNIQUE SPACE FOR PHILANTHROPISTS TO CONNECT, SHARE EXPERIENCES, AND LEARN FROM ONE ANOTHER. IN 2024, THE CONFERENCE CONVENED ALMOST 600 PARTICIPANTS IN AUSTIN, TX. WITH OVER 45 SESSIONS FEATURING 100+ SPEAKERS, PRESENTERS AND EXPERTS, THIS YEAR'S AGENDA SHOWCASED BOLD IDEAS AND STRATEGIES TO ADVANCE PHILANTHROPIC MISSIONS. THE EVENT FEATURES A VARIETY OF SESSIONS, INCLUDING WORKSHOPS, PLENARIES, AND SITE VISITS, COVERING TOPICS SUCH AS CATALYTIC PHILANTHROPY, EQUITY-CENTERED PRACTICES, AND FOUNDATION MANAGEMENT FUNDAMENTALS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $134,487 | ExpenseAmt |
| Desc | RESEARCH: GATHERS, ANALYZES, AND SHARES DATA THAT HELPS LEAN FUNDERS AND DONORS MAKE MORE INFORMED DECISIONS. IT PRODUCES PRACTICAL, ACTIONABLE INSIGHTS THROUGH SURVEYS, BENCHMARKING REPORTS, AND EVALUATIONS OF PHILANTHROPIC PRACTICES THAT ARE DESIGNED TO HELP FOUNDATIONS OPERATE EFFECTIVELY, FOSTER EQUITY AND MEET COMPLIANCE STANDARDS. OUR SIGNATURE ANNUAL REPORT, WITH OVER 1200 DOWNLOADS IN 2024, THE FOUNDATIONS OPERATIONS & MANAGEMENT REPORT (FOMR) OFFERS KEY INSIGHTS INTO THE LATEST TRENDS, BENCHMARKS, AND BEST PRACTICES SHAPING LEAN PHILANTHROPY. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,771,993 | 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 | 0 | 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 | 24 | 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 | 0 | QuidProQuoContributionsInd |
| 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 | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | 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
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| 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 | 200355607 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
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 |
|---|---|---|---|---|---|---|---|
| NINA COHEN | |||||||
| CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| COURTNEY RICE | |||||||
| VICE CHAIR | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RICHARD RIBEIRO | |||||||
| TREASURER | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DEBRA MONIZ | |||||||
| SECRETARY | 6.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| RAHSAAN HARRIS | |||||||
| MEMBER, PAST CHAIR | 3.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| CAROL GALLO | |||||||
| 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 | ||
| TAYLOR GRAY | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| ANGELA HULT | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNIFER OERTEL | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| SANDRA SWIRSKI | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| JENNA WACHTMANN | |||||||
| MEMBER | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| TINA KIMBROUGH | |||||||
| MEMBER (FROM 11/13/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| HENRY RAEL | |||||||
| MEMBER (FROM 11/13/24) | 3.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL D DAUGHERTY | |||||||
| CEO | 50.00 | Yes (X) | $296,980 | $0 | $40,651 | ||
| ANDY CARROLL | |||||||
| SENIOR ADVISOR | 40.00 | $102,322 | $0 | $26,837 | Yes (X) | ||
| SERENITY GREENFIELD | |||||||
| SENIOR DIRECTOR, RRR | 40.00 | $125,370 | $0 | $20,149 | Yes (X) | ||
| LAUREN KOTKIN | |||||||
| SENIOR DIRECTOR, EDUCATION | 40.00 | $135,717 | $0 | $22,603 | Yes (X) | ||
| KATY MOORE | |||||||
| MANAGING DIRECTOR, ADVANCEMENT | 40.00 | $132,775 | $0 | $17,971 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $793,164 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $128,211 | 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 | $1,095,644 | AllOtherContributionsAmt |
| Total Contributions | $1,095,644 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| MEMBERSHIP DUES | 900099 | $1,279,404 | $1,279,404 | |
| REGISTRATION FEES | 900099 | $790,322 | $790,322 | |
| SUSTAINING PARTNER FEES | 900099 | $212,519 | $212,519 | |
| PUBLICATION SALES | 900099 | $42,045 | $42,045 | |
| ADVERTISING | 541800 | $9,500 | $9,500 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $2,333,790 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,299 | TotalRevenueColumnAmt |
| Exclusion | $154,299 | ExclusionAmt |
Royalties Revenue RoyaltiesRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $92,738 | TotalRevenueColumnAmt |
| Exclusion | $92,738 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $38,027 | 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 | $38,027 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $38,027 | TotalRevenueColumnAmt |
| Exclusion | $38,027 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER REVENUE | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $15,910 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $15,910 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $15,910 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $3,730,408 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,340,200 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $9,500 | UnrelatedBusinessRevenueAmt |
| Exclusion | $285,064 | 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 | $337,631 | TotalAmt |
| Program Services | $118,171 | ProgramServicesAmt |
| Management And General | $84,408 | ManagementAndGeneralAmt |
| Fundraising | $135,052 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,370,184 | TotalAmt |
| Program Services | $1,010,737 | ProgramServicesAmt |
| Management And General | $98,055 | ManagementAndGeneralAmt |
| Fundraising | $261,392 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,324 | TotalAmt |
| Program Services | $41,230 | ProgramServicesAmt |
| Management And General | $3,355 | ManagementAndGeneralAmt |
| Fundraising | $9,739 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $150,003 | TotalAmt |
| Program Services | $108,337 | ProgramServicesAmt |
| Management And General | $11,800 | ManagementAndGeneralAmt |
| Fundraising | $29,866 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $133,382 | TotalAmt |
| Program Services | $89,180 | ProgramServicesAmt |
| Management And General | $13,785 | ManagementAndGeneralAmt |
| Fundraising | $30,417 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,888 | TotalAmt |
| Management And General | $10,888 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,926 | TotalAmt |
| Management And General | $144,926 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $571,504 | TotalAmt |
| Program Services | $454,490 | ProgramServicesAmt |
| Management And General | $13,063 | ManagementAndGeneralAmt |
| Fundraising | $103,951 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $144,403 | TotalAmt |
| Program Services | $81,695 | ProgramServicesAmt |
| Management And General | $9,134 | ManagementAndGeneralAmt |
| Fundraising | $53,574 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,695 | TotalAmt |
| Program Services | $9,887 | ProgramServicesAmt |
| Management And General | $236 | ManagementAndGeneralAmt |
| Fundraising | $4,572 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $280,478 | TotalAmt |
| Program Services | $205,116 | ProgramServicesAmt |
| Management And General | $30,853 | ManagementAndGeneralAmt |
| Fundraising | $44,509 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $50,186 | TotalAmt |
| Program Services | $45,192 | ProgramServicesAmt |
| Management And General | $1,908 | ManagementAndGeneralAmt |
| Fundraising | $3,086 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $562,974 | TotalAmt |
| Program Services | $556,421 | ProgramServicesAmt |
| Management And General | $1,359 | ManagementAndGeneralAmt |
| Fundraising | $5,194 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,698 | TotalAmt |
| Program Services | $11,874 | ProgramServicesAmt |
| Management And General | $1,156 | ManagementAndGeneralAmt |
| Fundraising | $1,668 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| DUES AND PUBLICATIONS | $35,194 | $20,297 | $1,715 | $13,182 |
| TEMPORARY HELP | $25,482 | $17,037 | $2,634 | $5,811 |
| MISCELLANEOUS | $2,861 | $2,329 | $216 | $316 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,903,813 | TotalAmt |
| Program Services | $2,771,993 | ProgramServicesAmt |
| Management And General | $429,491 | ManagementAndGeneralAmt |
| Fundraising | $702,329 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $136,142 | BOYAmt |
| EOY | $44,281 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $297,815 | BOYAmt |
| EOY | $263,817 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $264,265 | BOYAmt |
| EOY | $393,972 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $131,427 | BOYAmt |
| EOY | $100,956 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,835 | BOYAmt |
| EOY | $63,131 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $146,719 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $146,719 | 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 | $2,976,948 | BOYAmt |
| EOY | $2,850,095 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $211,594 | BOYAmt |
| EOY | $0 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,079,026 | BOYAmt |
| EOY | $3,716,252 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $58,927 | BOYAmt |
| EOY | $76,503 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $875,276 | BOYAmt |
| EOY | $875,030 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $934,203 | BOYAmt |
| EOY | $951,533 | 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 | $2,521,754 | BOYAmt |
| EOY | $2,250,765 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $623,069 | BOYAmt |
| EOY | $513,954 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,144,823 | BOYAmt |
| EOY | $2,764,719 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,079,026 | BOYAmt |
| EOY | $3,716,252 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$173,405 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $541 | NetUnrlzdGainsLossesInvstAmt |
| Donated Services And Use Fclts | -$207,240 | 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 | $889,906 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $3,395,476 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $438,059 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $955,851 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $1,095,644 | CurrentTaxYearAmt |
| Total | $6,774,936 | TotalAmt |
Gross Receipts Admissions GrossReceiptsAdmissionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $1,580,322 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,704,177 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,976,744 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,134,601 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,324,290 | CurrentTaxYearAmt |
| Total | $9,720,134 | TotalAmt |
Total509 Total509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,470,228 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,099,653 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,414,803 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,090,452 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,419,934 | CurrentTaxYearAmt |
| Total | $16,495,070 | TotalAmt |
Amounts Rcvd Dsqlfy Person AmountsRcvdDsqlfyPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $200,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $50,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $191,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,667 | CurrentTaxYearAmt |
| Total | $558,335 | 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 | $200,000 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus2 Years | $50,000 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $191,668 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $116,667 | CurrentTaxYearAmt |
| Total | $558,335 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support Total509 | $15,936,735 | PublicSupportTotal509Amt |
Gross Investment Income509 GrossInvestmentIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $228,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $226,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $285,064 | CurrentTaxYearAmt |
| Total | $1,369,391 | TotalAmt |
Investment Income And UBTI InvestmentIncomeAndUBTIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $304,197 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $228,202 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $226,520 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $325,408 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $285,064 | CurrentTaxYearAmt |
| Total | $1,369,391 | TotalAmt |
Net Income From Other UBI NetIncomeFromOtherUBIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $5,205 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $4,500 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $9,500 | CurrentTaxYearAmt |
| Total | $19,205 | TotalAmt |
Other Income509 OtherIncome509Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus2 Years | $1,486 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $8,604 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $15,910 | CurrentTaxYearAmt |
| Total | $26,000 | TotalAmt |
Total Support Calendar Year TotalSupportCalendarYearGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $2,774,425 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $5,327,855 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,648,014 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $3,428,964 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $3,730,408 | CurrentTaxYearAmt |
| Total | $17,909,666 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Support CY509 | 0.88980 | PublicSupportCY509Pct |
| Public Support PY509 | 0.88620 | PublicSupportPY509Pct |
| Investment Income CY | 0.07650 | InvestmentIncomeCYPct |
| Investment Income PY | 0.08300 | 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. 2024 AMOUNT: $ 15,910. | 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 | $3,903,813 | FilingOrganizationsTotalAmt |
Total Exempt Purpose Expend TotalExemptPurposeExpendGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $3,903,813 | FilingOrganizationsTotalAmt |
Lobbying Nontaxable Amount LobbyingNontaxableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $345,191 | FilingOrganizationsTotalAmt |
Grassroots Nontaxable GrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Filing Organizations Total | $86,298 | 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 | $296,388 | CurrentYearMinus3Amt |
| Current Year Minus2 | $344,636 | CurrentYearMinus2Amt |
| Current Year Minus1 | $335,588 | CurrentYearMinus1Amt |
| Current Year | $345,191 | CurrentYearAmt |
| Total | $1,321,803 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Lobbying Ceiling | $1,982,705 | LobbyingCeilingAmt |
Avg Grassroots Nontaxable AvgGrassrootsNontaxableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Year Minus3 | $74,097 | CurrentYearMinus3Amt |
| Current Year Minus2 | $86,159 | CurrentYearMinus2Amt |
| Current Year Minus1 | $83,897 | CurrentYearMinus1Amt |
| Current Year | $86,298 | CurrentYearAmt |
| Total | $330,451 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grassroots Ceiling | $495,677 | GrassrootsCeilingAmt |
Schedule D IRS990ScheduleD
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 | $2,850,095 | BookValueAmt |
| Method Valuation | F | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $2,850,095 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $3,730,949 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $541 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $541 | RevenueNotReportedAmt |
| Revenue Subtotal | $3,730,408 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $3,730,408 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $4,111,053 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $207,240 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $207,240 | ExpensesNotReportedAmt |
| Expenses Subtotal | $3,903,813 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $3,903,813 | 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 (3 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PAUL D DAUGHERTY | ||||||||||||||
| CEO | $296,980 | $0 | $0 | $0 | $0 | $0 | $15,405 | $0 | $25,246 | $0 | $337,631 | $0 | $0 | $0 |
| LAUREN KOTKIN | ||||||||||||||
| SENIOR DIRECTOR, EDUCATION | $135,717 | $0 | $0 | $0 | $0 | $0 | $5,132 | $0 | $17,471 | $0 | $158,320 | $0 | $0 | $0 |
| KATY MOORE | ||||||||||||||
| MANAGING DIRECTOR, ADVANCEMENT | $130,775 | $0 | $2,000 | $0 | $0 | $0 | $0 | $0 | $17,971 | $0 | $150,746 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 7 | FormAndLineReferenceDesc |
| Explanation | KATY MOORE (MANAGING DIRECTOR, ADVANCEMENT) RECEIVED BONUS BASED ON EXTRA DUTIES NOT RELATED TO FUNDRAISING. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (11 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART III, LINE 1, DESCRIPTION OF ORGANIZATION'S MISSION: | 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: THE INDUSTRY-STANDARD, ANNUAL FOUNDATION OPERATIONS AND MANAGEMENT REPORT, FOUNDATION GUIDEBOOK, TRUSTEE HANDBOOK, ADVOCACY FIELD GUIDE, DIGITAL REPORTS, ASSESSMENTS, ANNUAL CONFERENCE, WEBINARS, COHORT PROGRAMS AND Q&A SERVICE. 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. IN 2024, EXPONENT PHILANTHROPY REFRESHED THE STRATEGIC PLAN WHICH NOW EXTENDS FROM 2024-2027. IT ALSO INCLUDED THE FOLLOWING ACCOMPLISHMENTS: - NEARLY 3,100 RESOURCES, SAMPLE DOCUMENTS, AND TOOLKITS DOWNLOADED OR PURCHASED - 1664 ATTENDEES ACROSS 23 VIRTUAL EDUCATION PROGRAMS ON CATALYTIC LEADERSHIP IN PHILANTHROPY, BECOMING A BETTER ALLY, NEXTGEN PROGRAMMING, ADVOCACY, WEBINARS AND MORE; - A SUCCESSFUL ANNUAL CONFERENCE IN AUSTIN, TEXAS WITH 600 PARTICIPANTS; - RELEASE OF OUR 2024 FOUNDATION OPERATIONS & MANAGEMENT REPORT WITH OVER 1,200 DOWNLOADS/PURCHASES; - NEARLY 400 POSTS TO THE MEMBER DISCUSSION COMMUNITY; - REACHED OVER 8,000 TOTAL DOWNLOADS/LISTENS TO THE CATALYTIC PHILANTHROPY PODCAST FEATURING CATALYTIC LEAN FUNDERS; - THE LAUNCH OF RESEARCH REPORTS HIGHLIGHTING RACIAL EQUITY IN LEAN PHILANTHROPY, HOW FUNDERS THINK GRANTEES CAN IMPROVE AND UPDATED THE FOUNDATION GUIDEBOOK AND FILING THE 990-PF; - THE CURATION OF 51 BLOG POSTS WITH OVER 30,000 ACTIVE USERS. |
| FORM 990, PART VI, SECTION A, LINE 4 | THE ASSOCIATION UPDATED THEIR BY-LAWS IN 2024 RESULTING IN: INCREASING THE NUMBER OF BOARD MEMBERS FROM 15 TO 17. DIRECTORS NEED TO BE PAYING ASF MEMBERS IN FULL MOVING FORWARD. IMMEDIATE PAST CHAIR POSITION WAS CREATED, VICE-CHAIR IS CLEARLY DESIGNATED AS CHAIR-ELECT. ADDED AUDIT AND FINANCE COMMITTEES AS STANDING COMMITTEES. PUTTING ONUS ON GOVERNANCE COMMITTEE TO CREATE COMMITTEE CHARTERS. |
| 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 VII, SECTION A, LINE 1A: | THE ASSOCIATION USES A PROFESSIONAL EMPLOYMENT ORGANIZATION (PEO), INSPERITY, TO MANAGE ALL STAFF PAYROLL AND BENEFITS. FOR FULL TRANSPARENCY, EMPLOYEES PAID BY THE PEO, FOR WORK AT THE ASSOCIATION, HAVE BEEN INCLUDED IN FORM 990, PART VII, SECTION A, LINE 1A WITH ALL REPORTABLE COMPENSATION AND OTHER COMPENSATION IN THE APPROPRIATE COLUMNS. |
| FORM 990, PART IX, LINE 11G | CONSULTANTS: PROGRAM SERVICE EXPENSES 435,350. MANAGEMENT AND GENERAL EXPENSES 13,034. FUNDRAISING EXPENSES 100,577. TOTAL EXPENSES 548,961. DESIGN: PROGRAM SERVICE EXPENSES 19,140. MANAGEMENT AND GENERAL EXPENSES 29. FUNDRAISING EXPENSES 3,374. TOTAL EXPENSES 22,543. |
| 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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