UNITED PHILANTHROPY FORUM: Form 990, tax year 2018
View the entire original 990 at ProPublica ↗
- Organization
- UNITED PHILANTHROPY FORUM (EIN 52-2122029)
- Tax period
- 2018-01-01 to 2018-12-31
- Filed
- 2019-10-28
- IRS object ID
- 201943019349301139
- Schema version
- 2018v3.1
- 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 | 2019-10-28T13:47:20-05:00 | ReturnTs |
| Tax Period End | 2018-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 310800053 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLARK SCHAEFER HACKETT & CO | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4449 EASTON WAY SUITE 400 | AddressLine1Txt |
| City | COLUMBUS | CityNm |
| State Abbreviation | OH | StateAbbreviationCd |
| ZIP | 43219 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2018-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 522122029 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | UNITED PHILANTHROPY FORUM | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | UNIT | BusinessNameControlTxt |
| Phone | 2028694327 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 19TH STREET NW NO 360 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID BIEMESDERFER | PersonNm |
| Person Title | PRESIDENT & CEO | PersonTitleTxt |
| Phone | 2028694327 | PhoneNum |
| Signature | 2019-10-23 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | NATOSHA DILLEY | PreparerPersonNm |
| PTIN | P01225377 | PTIN |
| Phone | 6148852208 | PhoneNum |
| Preparation | 2019-10-23 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 74.121.64.228 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2019-10-23 | IPDt |
| IP Tm | 13:23:56 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | CA799B87B0C03701F548595F3696CBDC2B7413FC | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2018 | TaxYr |
| Build TS | 2019-02-21 02:37:17Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | DAVID BIEMESDERFER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 19TH STREET NW NO 360 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $2,964,332 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.UNITEDPHILFORUM.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1998 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | MAXIMIZE THE COLLECTIVE POWER OF PHILANTHROPY'S INFRASTRUCTURE TO SUPPORT, INFORM AND ADVANCE PHILANTHROPY FOR THE GREATER GOOD. | ActivityOrMissionDesc |
| Voting Members Governing Body | 17 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 17 | VotingMembersIndependentCnt |
| Total Employee | 12 | TotalEmployeeCnt |
| Total Volunteers | 50 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $7,462 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $998,771 | PYContributionsGrantsAmt |
| CY Contributions Grants | $2,095,842 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $741,538 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $857,393 | CYProgramServiceRevenueAmt |
| PY Investment Income | $603 | PYInvestmentIncomeAmt |
| CY Investment Income | $560 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,652 | PYOtherRevenueAmt |
| CY Other Revenue | $10,537 | CYOtherRevenueAmt |
| PY Total Revenue | $1,743,564 | PYTotalRevenueAmt |
| CY Total Revenue | $2,964,332 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $122,000 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $127,850 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $974,354 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $991,190 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $22,374 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,332,608 | PYOtherExpensesAmt |
| CY Other Expenses | $1,469,487 | CYOtherExpensesAmt |
| PY Total Expenses | $2,428,962 | PYTotalExpensesAmt |
| CY Total Expenses | $2,588,527 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$685,398 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $375,805 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $1,135,727 | TotalAssetsBOYAmt |
| Total Assets EOY | $1,586,043 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $260,865 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $335,376 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $874,862 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $1,250,667 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | 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 ARE A MEMBERSHIP ORGANIZATION OF NEARLY 80 REGIONAL AND NATIONAL PHILANTHROPY-SERVING ORGANIZATIONS (PSOS), REPRESENTING 7,000 FOUNDATIONS AND OTHER 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.THE FORUM HAS CREATED A NEW KIND OF PHILANTHROPIC NETWORK THAT BRINGS TOGETHER REGIONAL PSOS' DEEP REGIONAL ROOTS AND CONNECTIONS WITH NATIONAL PSOS' DEEP CONTENT KNOWLEDGE AND REACH. GIVEN OUR NETWORK'S SCALE AND SCOPE, WE CAN LEAD CHANGE AND INCREASE IMPACT IN PHILANTHROPY IN A DEEPER AND BROADER WAY THAN ANY OTHER ORGANIZATION IN OUR FIELD. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $112,203 | ExpenseAmt |
| Desc | PARTNERSHIP & COLLABORATION: THE FORUM WORKS TO CATALYZE, ENCOURAGE AND FACILITATE PARTNERSHIPS AND COLLABORATIONS AMONG OUR NEARLY 80 PHILANTHROPY-SERVING ORGANIZATION (PSO) MEMBERS, AND ALSO WORKS TO HELP ALL PSOS WORK TOGETHER TO DRIVE CHANGE ON CRITICAL ISSUES FOR THE FIELD. FORUM MEMBERS HAVE REPORTED MANY NEW AND ENHANCED PARTNERSHIPS WITH OTHER PSOS THAT HAVE RESULTED FROM THEIR PARTICIPATION AS A MEMBER OF THE FORUM NETWORK. WE HAVE ALSO ENGAGED IN EFFORTS TO LEVERAGE THE FULL POWER OF OUR NETWORK, WHICH REPRESENTS MORE THAN 7,000 FUNDERS, TO IMPACT PHILANTHROPY IN CLEAR POSITIVE WAYS FOR OUR COMMUNITIES AND OUR COUNTRY, SUCH AS OUR WORK TO ENGAGE PHILANTHROPY IN THE 2020 CENSUS AND OUR WORK TO ADVANCE RACIAL EQUITY IN PHILANTHROPY. | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $827,291 | ExpenseAmt |
| Revenue | $573,192 | RevenueAmt |
| Desc | KNOWLEDGE MANAGEMENT COLLABORATIVE:MANY OF THE FORUM'S REGIONAL AND NATIONAL PSO MEMBERS PARTICIPATE IN THE FORUM'S INNOVATIVE KNOWLEDGE MANAGEMENT (KM) COLLABORATIVE, WHICH IS A UNIQUE EXAMPLE OF A SUCCESSFUL AND SUSTAINED NONPROFIT COLLABORATION THAT HAS RESULTED IN GREATER EFFICIENCY, EFFECTIVENESS AND CAPACITY FOR ALL MEMBERS OF THE COLLABORATIVE. THE KM COLLABORATIVE OFFERS OUR MEMBERS A CONSTITUENT RELATIONSHIP MANAGEMENT (CRM) SOLUTION, POWERED BY SALESFORCE, THAT IS INTEGRATED WITH AND A SOPHISTICATED WEBSITE CONTENT MANAGEMENT SYSTEM (CMS), POWERED BY DRUPALFOR A FRACTION OF WHAT IT WOULD COST PSOS TO DEVELOP A SIMILAR PLATFORM ON THEIR OWN. PARTICIPANTS RECEIVE ONGOING SUPPORT FROM THE FORUM TEAM AND ARE PART OF AN ACTIVE USER COMMUNITY OF PEERS. | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | $1,247,041 | ExpenseAmt |
| Grant | $127,850 | GrantAmt |
| Revenue | $284,201 | RevenueAmt |
| Desc | EDUCATION & CAPACITY BUILDING:THE FORUM PROVIDES A WIDE RANGE OF PROGRAMS AND SERVICES TO MAXIMIZE THE CAPACITY AND EFFECTIVENESS 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 NETWORKING OPPORTUNITIES; NUMEROUS COMMUNICATION CHANNELS TO SHARE NEWS AND INFORMATION WITH OUR MEMBERS; RESEARCH, DATA AND KNOWLEDGE TO INFORM THE WORK OF PSOS; NEW GUIDES AND RESOURCES THAT OFFER PRACTICAL TOOLS TO IMPROVE AND ENHANCE PSO WORK; ONGOING TECHNICAL ASSISTANCE; A POLICYWORKS INITIATIVE TO BUILD THE CAPACITY OF OUR MEMBERS TO ENGAGE IN PUBLIC POLICY; AND OTHER CAPACITY-BUILDING EFFORTS. | Desc |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $2,186,535 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | 0 | 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 | Yes (1) | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 16 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 12 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| 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 | 17 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 17 | 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 | Yes (1) | 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 |
| 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 | DAVID BIEMESDERFER | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 8883913235 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1020 19TH STREET NW STE 360 | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20036 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| TAMIR NOVOTNY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SUSAN TAYLOR BATTEN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| SIDNEY HARGRO | |||||||
| DIRECTOR (JULY-DEC) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| RONNA BROWN | |||||||
| VICE CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| RET BONEY | |||||||
| DIRECTOR (JULY-DEC) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PHILIP LI | |||||||
| DIRECTOR (JULY-DEC) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| PAUL D DAUGHERTY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| NICK DEYCHAKIWSKY | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| MARISSA MANLOVE | |||||||
| DIRECTOR (JAN-JULY) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| LESLIE BOISSIERE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KRISTEN CAMPBELL | |||||||
| DIRECTOR (JULY-DEC) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| KAREN FREEMAN | |||||||
| TREASURER | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JOANNE KELLEY | |||||||
| DIRECTOR (JAN-JULY) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| JEFF POULOS | |||||||
| CHAIR | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| JANINE LEE | |||||||
| DIRECTOR (JAN-JULY) | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DARANEE PETSOD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| CLAUDIA HERROLD | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| ANDREASON L BROWN | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| AMANDA MISIKO ANDERE | |||||||
| SECRETARY | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | |
| ELLEN LAPOINTE | |||||||
| DIRECTOR | 1.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVID BIEMESDERFER | |||||||
| PRESIDENT & CEO | 50.00 | $224,241 | $0 | $23,480 | Yes (X) | ||
| VAL ROZANSKY | |||||||
| VP, KNOWLEDGE SERVICES | 45.00 | $149,257 | $0 | $15,995 | Yes (X) | ||
| MARY ANN OSBORN | |||||||
| SVP/CHIEF STRATEGY OFFICER | 45.00 | $167,599 | $0 | $21,260 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $541,097 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $60,735 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 3 | 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 | SHEER DESIGN | BusinessNameLine1Txt |
Contractor Address ContractorAddress
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 24 HIBISCUS COURT | AddressLine1Txt |
| City | GAITHERSBURG | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20878 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Services | WEB DESIGN | ServicesDesc |
| Compensation | $230,399 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 1 | CntrctRcvdGreaterThan100KCnt |
| Membership Dues | $535,556 | MembershipDuesAmt |
| All Other Contributions | $1,560,286 | AllOtherContributionsAmt |
| Total Contributions | $2,095,842 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| USER FEES | 900099 | $573,192 | $573,192 |
| MEETINGS | 900099 | $284,201 | $284,201 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $857,393 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $560 | TotalRevenueColumnAmt |
| Exclusion | $560 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $10,537 | TotalRevenueColumnAmt |
| Exclusion | $10,537 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $10,537 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,964,332 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $857,393 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $11,097 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part IX | Yes (X) | InfoInScheduleOPartIXInd |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $127,850 | TotalAmt |
| Program Services | $127,850 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $247,722 | TotalAmt |
| Program Services | $201,460 | ProgramServicesAmt |
| Management And General | $42,192 | ManagementAndGeneralAmt |
| Fundraising | $4,070 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $581,447 | TotalAmt |
| Program Services | $472,864 | ProgramServicesAmt |
| Management And General | $99,031 | ManagementAndGeneralAmt |
| Fundraising | $9,552 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,016 | TotalAmt |
| Program Services | $30,916 | ProgramServicesAmt |
| Management And General | $6,475 | ManagementAndGeneralAmt |
| Fundraising | $625 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $70,681 | TotalAmt |
| Program Services | $57,482 | ProgramServicesAmt |
| Management And General | $12,038 | ManagementAndGeneralAmt |
| Fundraising | $1,161 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $53,324 | TotalAmt |
| Program Services | $43,366 | ProgramServicesAmt |
| Management And General | $9,082 | ManagementAndGeneralAmt |
| Fundraising | $876 | FundraisingAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $60,519 | TotalAmt |
| Management And General | $60,519 | ManagementAndGeneralAmt |
Fees For Services Lobbying FeesForServicesLobbyingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,900 | TotalAmt |
| Management And General | $8,900 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $504,768 | TotalAmt |
| Program Services | $481,230 | ProgramServicesAmt |
| Management And General | $23,451 | ManagementAndGeneralAmt |
| Fundraising | $87 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $141,382 | TotalAmt |
| Program Services | $86,393 | ProgramServicesAmt |
| Management And General | $54,784 | ManagementAndGeneralAmt |
| Fundraising | $205 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,100 | TotalAmt |
| Management And General | $5,100 | ManagementAndGeneralAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $92,116 | TotalAmt |
| Program Services | $72,981 | ProgramServicesAmt |
| Management And General | $17,611 | ManagementAndGeneralAmt |
| Fundraising | $1,524 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $522,631 | TotalAmt |
| Program Services | $501,419 | ProgramServicesAmt |
| Management And General | $19,253 | ManagementAndGeneralAmt |
| Fundraising | $1,959 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $129,714 | TotalAmt |
| Program Services | $107,031 | ProgramServicesAmt |
| Management And General | $20,440 | ManagementAndGeneralAmt |
| Fundraising | $2,243 | FundraisingAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | PAYROLL PROCESSING FEES | Desc |
| Total | $4,357 | TotalAmt |
| Program Services | $3,543 | ProgramServicesAmt |
| Management And General | $742 | ManagementAndGeneralAmt |
| Fundraising | $72 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,588,527 | TotalAmt |
| Program Services | $2,186,535 | ProgramServicesAmt |
| Management And General | $379,618 | ManagementAndGeneralAmt |
| Fundraising | $22,374 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $741,258 | BOYAmt |
| EOY | $559,810 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $105,000 | BOYAmt |
| EOY | $526,584 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $63,024 | BOYAmt |
| EOY | $0 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,392 | BOYAmt |
| EOY | $50,575 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $725,109 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $582,605 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $197,484 | BOYAmt |
| EOY | $142,504 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,569 | BOYAmt |
| EOY | $306,570 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,727 | BOYAmt |
| EOY | $1,586,043 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $132,830 | BOYAmt |
| EOY | $130,718 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $128,035 | BOYAmt |
| EOY | $204,658 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $260,865 | BOYAmt |
| EOY | $335,376 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $558,242 | BOYAmt |
| EOY | $496,580 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $316,620 | BOYAmt |
| EOY | $754,087 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $874,862 | BOYAmt |
| EOY | $1,250,667 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,135,727 | BOYAmt |
| EOY | $1,586,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $375,805 | ReconcilationRevenueExpnssAmt |
| 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) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $336,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,499,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,824,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $998,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,095,842 | CurrentTaxYearAmt |
| Total | $6,755,041 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $336,241 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,499,466 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $1,824,721 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $998,771 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $2,095,842 | CurrentTaxYearAmt |
| Total | $6,755,041 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $2,786,605 | SubstantialContributorsTotAmt |
| Public Support Total170 | $3,968,436 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $161 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $949 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $2,516 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $603 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $560 | CurrentTaxYearAmt |
| Total | $4,789 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,022 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $1,112 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $3,834 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $2,652 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $10,537 | CurrentTaxYearAmt |
| Total | $21,157 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $6,780,987 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $3,117,756 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.58520 | PublicSupportCY170Pct |
| Public Support PY170 | 0.53290 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Schedule B IRS990ScheduleB
Schedule C IRS990ScheduleC
| Field | Value | IRS element (for citing) |
|---|---|---|
| Volunteers | 0 | VolunteersInd |
| Paid Staff Or Management | Yes (1) | PaidStaffOrManagementInd |
| Media Advertisements | 0 | MediaAdvertisementsInd |
| Mailings Members | 0 | MailingsMembersInd |
| Publications Or Broadcast | 0 | PublicationsOrBroadcastInd |
| Grants Other Organizations | 0 | GrantsOtherOrganizationsInd |
| Direct Contact Legislators | Yes (1) | DirectContactLegislatorsInd |
| Direct Contact Legislators | $8,900 | DirectContactLegislatorsAmt |
| Rallies Demonstrations | 0 | RalliesDemonstrationsInd |
| Other Activities | 0 | OtherActivitiesInd |
| Total Lobbying Expenditures | $8,900 | TotalLobbyingExpendituresAmt |
| Not Described Section501c3 | 0 | NotDescribedSection501c3Ind |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $31,891 | OtherCostOrOtherBasisAmt |
| Depreciation | $17,647 | DepreciationAmt |
| Book Value | $14,244 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $693,218 | OtherCostOrOtherBasisAmt |
| Depreciation | $564,958 | DepreciationAmt |
| Book Value | $128,260 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $142,504 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| DEPOSITS | $14,010 |
| LONG TERM CONTRIBUTIONS AND GRANTS RECEIVABLE | $292,560 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $306,570 | TotalBookValueOtherAssetsAmt |
| Total Rev Etc Audited Fincl Stmt | $2,964,332 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Not Reported | $0 | RevenueNotReportedAmt |
| Revenue Subtotal | $2,964,332 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $2,964,332 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $2,588,527 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $2,588,527 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $2,588,527 | TotalExpensesPerForm990Amt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | 0 | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (13 entries)
| Address Line1USAddress/AddressLine1Txt | Address Line2USAddress/AddressLine2Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FOREFRONT | ||||||||
| 208 SOUTH LASALLE STREET SUITE 1540 | 1540 | CHICAGO | IL | 60604 | 237376023 | 501(C)(3) | $10,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS |
| PHILANTHROPY NORTHWEST | ||||||||
| 2101 FOURTH AVENUE SUITE 650 | SEATTLE | WA | 98121 | 911110995 | 501(C)(3) | $15,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS | |
| IOWA COUNCIL OF FOUNDATIONS | ||||||||
| 6919 VISTA DRIVE | WDM | IA | 50266 | 421476116 | 501(C)(3) | $10,000 | FUND FOR SHARED INSIGHT FOUNDATION OPENNESS FUNDER COHORT | |
| COLORADO ASSOCIATION OF FUNDERS | ||||||||
| PO BOX 48149 | DENVER | CO | 80204 | 710947313 | 501(C)(3) | $12,500 | FUND FOR SHARED INSIGHT FOUNDATION OPENNESS FUNDER COHORT AND ENGAGING PHILANTHROPY IN THE 2020 CENSUS | |
| PHILANTHROPY WEST VIRGINIA | ||||||||
| PO BOX 1584 | MORGANTOWN | WV | 26507 | 550721553 | 501(C)(3) | $10,000 | FUND FOR SHARED INSIGHT FOUNDATION OPENNESS FUNDER COHORT | |
| COUNCIL OF MICHIGAN FOUNDATIONS | ||||||||
| 1 SOUTH HARBOR DRIVE 8 | GRAND HAVEN | MI | 49417 | 386263347 | 501(C)(3) | $10,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS | |
| FLORIDA PHILANTHROPIC NETWORK | ||||||||
| 5421 BEAUMONT CENTER DRIVE SUITE 65 | 65 | TAMPA | FL | 33634 | 201328734 | 501(C)(3) | $5,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS |
| KANSAS ASSOCIATION OF COMMUNITY FOUNDATIONS | ||||||||
| PO BOX 289 | HUTCHISON | KS | 67504 | 481076910 | 501(C)(3) | $5,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS | |
| NEW YORK FUNDERS ALLIANCE | ||||||||
| 431 EAST FAYETTE STREET | SYRACUSE | NY | 13204 | 161332634 | 501(C)(3) | $5,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS | |
| PHILANTHROPY NEW YORK | ||||||||
| 320 EAST 43RD STREET | NEW YORK | NY | 10017 | 133001403 | 501(C)(3) | $5,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS | |
| SOUTHEASTERN COUNCIL OF FOUNDATIONS | ||||||||
| 100 PEACHTREE STREET NW SUITE 2080 | ATLANTA | GA | 30303 | 560995114 | 501(C)(3) | $5,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS | |
| WASHINGTON REGIONAL ASSOCIATION OF GRANTMAKERS | ||||||||
| 1400 16TH STREET NW SUITE 740 | WASHINGTON | DC | 20036 | 521756853 | 501(C)(3) | $5,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS | |
| WISCONSIN PHILANTHROPY NETWORK | ||||||||
| 15850 W BLUEMOUND RD | BROOKFIELD | WI | 53005 | 396236498 | 501(C)(3) | $10,000 | ENGAGING PHILANTHROPY IN THE 2020 CENSUS | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 13 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| 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 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| DAVID BIEMESDERFER | ||||||||||||||
| PRESIDENT & CEO | $213,211 | $0 | $11,030 | $0 | $0 | $0 | $10,712 | $0 | $12,768 | $0 | $247,721 | $0 | $0 | $0 |
| VAL ROZANSKY | ||||||||||||||
| VP, KNOWLEDGE SERVICES | $146,757 | $0 | $2,500 | $0 | $0 | $0 | $7,338 | $0 | $8,657 | $0 | $165,252 | $0 | $0 | $0 |
| MARY ANN OSBORN | ||||||||||||||
| SVP/CHIEF STRATEGY OFFICER | $164,599 | $0 | $3,000 | $0 | $0 | $0 | $8,230 | $0 | $13,030 | $0 | $188,859 | $0 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (9 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| 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 FINANCE & AUDIT 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 ACTIVITES 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 DECEMBER 2018. 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 0. MANAGEMENT AND GENERAL EXPENSES 17,510. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 17,510. CONSULTING: PROGRAM SERVICE EXPENSES 481,230. MANAGEMENT AND GENERAL EXPENSES 5,941. FUNDRAISING EXPENSES 87. TOTAL EXPENSES 487,258. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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