2021-10-07T13:00:15-05:00 2020-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2020-01-01 522122029 UNITED PHILANTHROPY FORUM UNIT 2028694327 1020 19TH STREET NW NO 360 WASHINGTON DC 20036 DAVID BIEMESDERFER PRESIDENT & CEO 2028694327 2021-10-06 1 DAVID BIEMESDERFER 999009999 NATOSHA DILLEY P01225377 6148852208 2021-10-06 2 AAL1 IAL1 2020 2022-09-23 18:48:47Z DAVID BIEMESDERFER 1020 19TH STREET NW NO 360 WASHINGTON DC 20036 13259807 0 X WWW.UNITEDPHILFORUM.ORG X 1998 DC MAXIMIZE THE COLLECTIVE POWER OF PHILANTHROPY'S INFRASTRUCTURE TO SUPPORT, INFORM AND ADVANCE PHILANTHROPY FOR THE GREATER GOOD. 16 16 10 50 0 0 2433497 12095250 942800 1150451 938 2889 14309 11217 3391544 13259807 0 9155140 0 0 1127364 1380591 0 0 162183 1638434 1902071 2765798 12437802 625746 822005 2224565 3189665 348152 491246 1876413 2698419 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 847124 0 944661 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. 10789785 9155140 205790 PROGRAM, COMMUNICATIONS & SERVICES:THE FORUM PROVIDES A WIDE RANGE OF PROGRAMS, COMMUNICATIONS AND OTHER SERVICES TO BUILD THE CAPACITY OF OUR MEMBERS TO ADVANCE, 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 STAFF OF PHILANTHROPY-SERVING ORGANIZATIONS (PSOS) WITH MANY DIFFERENT JOB FUNCTIONS AND LEVELS OF EXPERIENCE; DATA AND KNOWLEDGE TO INFORM THE WORK OF REGIONAL AND NATIONAL PSOS, INCLUDING AN ANNUAL COMPENSATION & BENEFITS SURVEY FOR PSOS; ONGOING TECHNICAL ASSISTANCE; A POLICYWORKS INITIATIVE 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 NEW RACIAL EQUITY CAPACITY ASSESSMENT FOR PSOS THAT WAS COMPLETED IN 2020. ALSO IN 2020, THE FORUM PROVIDED A VAST ARRAY OF NEW PROGRAMS, SERVICES, INFORMATION, PUBLIC POLICY EFFORTS AND LEADERSHIP TO HELP ADVANCE, INFORM AND SUPPORT OUR MEMBERS IN RESPONDING TO THE COVID-19 PANDEMIC. IN 2020, THE FORUM MANAGED THE NEWLY CREATED MOMENTUM FUND, WHICH PROVIDE GRANTS TOTALING $9.1 MILLION TO 139 501(C)(3) ORGANIZATIONS AROUND THE COUNTRY MANAGING COVID-19 RELIEF FUNDS THAT PROVIDED GRANTS AND OTHER FORMS OF DIRECT SUPPORT TO COMMUNITY-RUN ORGANIZATIONS WORKING WITH COMMUNITIES OF COLOR, HISTORICALLY MARGINALIZED POPULATIONS, AND OTHER GROUPS BEING DISPROPORTIONATELY IMPACTED BY THE PANDEMIC THAT CONTINUES TO RAVAGE THESE COMMUNITIES. 11636909 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 17 0 1 10 1 0 0 0 0 0 0 0 0 0 0 0 0 X 16 16 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 DARANEE PETSOD CHAIR 1.00 X X 0 0 0 ELLEN LAPOINTE VICE CHAIR (JAN-FEB) 1.00 X X 0 0 0 AMANDA MISIKO ANDERE SECRETARY/VICE CHAIR 1.00 X X 0 0 0 RET BONEY SECRETARY 1.00 X X 0 0 0 KAREN FREEMAN TREASURER 1.00 X X 0 0 0 ADRIANA LOSON-CEBALLOS DIRECTOR 1.00 X 0 0 0 ANDREASON L BROWN DIRECTOR 1.00 X 0 0 0 CLAUDIA HERROLD DIRECTOR (JAN-JULY) 1.00 X 0 0 0 JEFF POULOS DIRECTOR (JAN-JULY) 1.00 X 0 0 0 KIRAN AHUJA DIRECTOR 1.00 X 0 0 0 KRISTEN CAMBELL DIRECTOR 1.00 X 0 0 0 LAURIE LILES DIRECTOR 1.00 X 0 0 0 LESLIE BOISSIERE DIRECTOR (JAN-JUNE) 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 RONNA BROWN DIRECTOR 1.00 X 0 0 0 SIDNEY HARGRO DIRECTOR 1.00 X 0 0 0 SUSAN TAYLOR BATTEN DIRECTOR 1.00 X 0 0 0 DAVID BIEMESDERFER PRESIDENT & CEO 50.00 X 230945 0 25852 MARY ANN OSBORN SVP/CHIEF STRATEGY OFFICER 45.00 X 180525 0 21518 VAL ROZANSKY VP, KNOWLEDGE SERVICES 45.00 X 163877 0 16198 575347 0 63568 3 0 1 0 SHEER DESIGN 24 HIBISCUS COURT GAITHERSBURG MD 20878 WEB DESIGN 221511 CHANGE ELEMENTAL 1155 F STREET NW SUITE 1050 WASHINGTON DC 20004 RACIAL EQUITY CONSULTING 143206 2 651908 11443342 12095250 USER FEES 900099 944661 944661 MEETINGS 900099 205790 205790 1150451 2889 2889 MISCELLANEOUS 900099 11217 11217 11217 13259807 1150451 0 14106 9155140 9155140 256797 177876 72780 6141 924498 640373 262015 22110 46543 32239 13191 1113 68713 47596 19474 1643 84040 58212 23818 2010 2019 1692 233 94 74682 62571 8622 3489 37625 37625 1243630 1112394 82585 48651 589 360 185 44 36098 22077 11330 2691 12210 7468 3832 910 123225 86871 33360 2994 47936 28491 4249 15196 82031 57728 22314 1989 10212 6246 3205 761 PROGRAM EXPENSES 145418 86429 12891 46098 ONLINE HOSTING SERVICES 82615 50527 25929 6159 PAYROLL PROCESSING FEES 3781 2619 1072 90 12437802 11636909 638710 162183 X 668447 515240 802742 970163 1079512 25458 20777 1235668 766491 153548 469177 560156 149010 2224565 3189665 97354 144056 250798 177190 170000 348152 491246 X 78796 513680 1797617 2184739 1876413 2698419 2224565 3189665 822005 0 X X 0 1 X 1 0 X 1824721 998771 2095842 2433497 1406333 8759164 1824721 998771 2095842 2433497 1406333 8759164 2406645 6352519 2516 603 560 938 2889 7506 3834 2652 10537 14309 11217 42549 8809219 4181334 0.72110 0.66210 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ONE-TIME USE RESTRICTED GRANT DATE: 06/30/20 AMOUNT: 10688917. 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55401 411635761 65000 CAPACITY BUILDING FOR COVID-19 RESPONSE WOMEN'S FOUNDATION OF OREGON 223 NW 2ND AVE SUITE 302 PORTLAND OR 97209 930386905 65000 CAPACITY BUILDING FOR COVID-19 RESPONSE WOMENS FOUNDATION FOR A GREATER MEMPHIS 40 SOUTH MAIN STREET SUITE 2280 MEMPHIS TN 38103 582207247 65000 CAPACITY BUILDING FOR COVID-19 RESPONSE YOUNG COMMUNITY DEVELOPERS 1715 YOSEMITE AVE SAN FRANCISCO CA 94124 942187776 80000 CAPACITY BUILDING FOR COVID-19 RESPONSE YOUTH ENGAGEMENT FUND FISCALLY SPONSORED BY NEO PHILANTHROPY 45 W 36TH ST 6TH FLOOR NEW YORK NY 10018 133191113 65000 CAPACITY BUILDING FOR COVID-19 RESPONSE YWCA USA INC 1020 19TH STREET NW SUITE 750 WASHINGTON DC 20036 131624103 65000 CAPACITY BUILDING FOR COVID-19 RESPONSE 139 1 X X 0 0 0 0 0 0 0 0 0 DAVID BIEMESDERFER PRESIDENT & CEO 230945 0 0 0 0 0 11547 0 14305 0 256797 0 0 0 MARY ANN OSBORN SVP/CHIEF STRATEGY OFFICER 180525 0 0 0 0 0 8984 0 12534 0 202043 0 0 0 VAL ROZANSKY VP, KNOWLEDGE SERVICES 163877 0 0 0 0 0 8151 0 8047 0 180075 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 FINANCE & AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE PRESENTED THE FORM 990 TO THE ENTIRE BOARD 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 APRIL 2020. 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 X, LINES 1 AND 2: THE ORGANIZATION ADJUSTED THE METHOD OF REPORTING CASH BETWEEN 2019 AND 2020. IN PRIOR YEARS, ALL CASH AMOUNTS WERE REPORTED AS INTEREST BEARING ON LINE 2 OF PART X. FOR 2020 AND CONTINUING YEARS, THE ORGANIZATION HAS DECIDED TO ADJUST OPERATING CASH TO LINE 1, AND MAINTAIN INTEREST BEARING CASH ON LINE 2. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.