2025-11-14T12:10:25-06:00 2024-12-31 310800053 CLARK SCHAEFER HACKETT & CO 4449 EASTON WAY SUITE 400 COLUMBUS OH 43219 990 2024-01-01 522122029 UNITED PHILANTHROPY FORUM UNIT 2028694327 1020 19TH STREET NW 360 WASHINGTON DC 20036 DEBORAH AUBERT THOMAS PRESIDENT & CEO 2028694327 2025-11-14 1 0 ANNAMARIE B REILLY P00431897 6148852208 2025-11-14 2024 2025-03-06 01:10:19Z DEBORAH AUBERT THOMAS 1020 19TH STREET NW 360 WASHINGTON DC 20036 2636076 0 X WWW.UNITEDPHILFORUM.ORG X 1998 DC AS THE LARGEST AND MOST DIVERSE NETWORK IN AMERICAN PHILANTHROPY, UNITED PHILANTHROPY FORUM HOLDS A UNIQUE POSITION IN THE SOCIAL SECTOR TO HELP INCREASE PHILANTHROPY'S IMPACT IN COMMUNITIES ACROSS THE COUNTRY. WE HELP PEOPLE WHO DO GOOD TO DO GOOD BETTER. THE FORUM IS A MEMBERSHIP NETWORK OF MORE THAN 90 REGIONAL AND NATIONAL PHILANTHROPY-SERVING ORGANIZATIONS (PSOS), REPRESENTING MORE THAN 7,000 FOUNDATIONS FUNDERS, WHO WORK TO MAKE PHILANTHROPY BETTER. THE FORUM ENVISIONS A COURAGEOUS PHILANTHROPIC SECTOR THAT CATALYZES A JUST AND EQUITABLE SOCIETY WHERE ALL CAN PARTICIPATE AND PROSPER. 16 16 12 20 0 0 2096498 1261107 1355881 1316199 30775 55949 5200 2821 3488354 2636076 14250 258152 0 0 1831633 1764184 0 0 128448 3145880 2557288 4991763 4579624 -1503409 -1943548 3957461 1969900 824682 780603 3132779 1189297 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 1297688 976279 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. 2536745 258152 339920 PROGRAM, COMMUNICATIONS & SERVICES:THE FORUM PROVIDES A WIDE RANGE OF PROGRAMS, COMMUNICATIONS AND OTHER SERVICES TO BUILD THE CAPACITY OF OUR MEMBERS TO ADVANCE, MOBILIZE, CONVENE, INFORM AND SUPPORT PHILANTHROPY. THIS INCLUDES AN ANNUAL CONFERENCE AND OTHER EDUCATION PROGRAMS THROUGHOUT THE YEAR; A WIDE RANGE OF PEER COMMUNITY NETWORKING OPPORTUNITIES FOR PSO STAFF WITH MANY DIFFERENT JOB FUNCTIONS AND LEVELS OF EXPERIENCE; DATA AND KNOWLEDGE TO INFORM THE WORK OF REGIONAL AND NATIONAL PHILANTHROPY INFRASTRUCTURE ORGANIZATIONS, INCLUDING AN ANNUAL COMPENSATION & BENEFITS SURVEY; ONGOING TECHNICAL ASSISTANCE; PUBLIC POLICY AND ADVOCACY WORK TO BUILD THE CAPACITY OF OUR MEMBERS TO ENGAGE IN PUBLIC POLICY; ONGOING COMMUNICATIONS THAT BOTH INFORM AND LIFT UP THE WORK OF OUR MEMBERS, THROUGH A REGULAR NEWSLETTER, SOCIAL MEDIA, ACTIVE LISTSERVS AND OTHER MEANS; AND NUMEROUS OTHER CAPACITY-BUILDING EFFORTS. 3834433 1 1 0 1 0 0 0 0 0 0 1 0 0 1 1 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 12 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 DEBORAH AUBERT THOMAS 2028887533 1020 19TH STREET NW STE 360 WASHINGTON DC 20036 KYLE CALDWELL CHAIR 1.00 X X 0 0 0 EDDIE TORRES VICE CHAIR 1.00 X X 0 0 0 ANN ESTEBAN TREASURER 1.00 X X 0 0 0 MARISSA TIRONA SECRETARY 1.00 X X 0 0 0 NICHOLAS ALMEIDA TRUSTEE 1.00 X 0 0 0 AMANDA ANDERE TRUSTEE (DEPARTED 07/16/2024) 1.00 X 0 0 0 AMALIA BRINDIS DELGADO TRUSTEE 1.00 X 0 0 0 KRISTEN CAMBELL TRUSTEE (DEPARTED 07/16/2024) 1.00 X 0 0 0 DENA CHADWICK TRUSTEE 1.00 X 0 0 0 ALICE HOM TRUSTEE 1.00 X 0 0 0 LASHANDA JACKSON TRUSTEE 1.00 X 0 0 0 PHILIP LI TRUSTEE (DEPARTED 07/16/2024) 1.00 X 0 0 0 LAURIE LILES TRUSTEE 1.00 X 0 0 0 SARAH MANN WILLCOX TRUSTEE 1.00 X 0 0 0 KARI MCCANN BOUTELL TRUSTEE 1.00 X 0 0 0 KRISTEN RUFF TRUSTEE 1.00 X 0 0 0 ERIK STEGMAN TRUSTEE 1.00 X 0 0 0 MEGAN THOMAS TRUSTEE 1.00 X 0 0 0 MARCUS WALTON TRUSTEE 1.00 X 0 0 0 PAT SMITH TRUSTEE (DEPARTED 01/03/2024) 1.00 X 0 0 0 DEBORAH AUBERT THOMAS PRESIDENT & CEO 40.00 X 145385 0 5300 VAL ROZANSKY VP OF KNOWLEDGE SERVICES 40.00 X 213717 0 24160 COURTNEY MOORE SR. DIRECTOR OF MEMBER SERVICES 40.00 X 150841 0 19078 MATTHEW L EVANS SR. DIRECTOR OF PUBLIC POLICY 40.00 X 150841 0 18608 TRACI SLATER-RIGAUD SR. DIRECTOR OF MEMBER ENGAGEMENT 40.00 X 150841 0 35730 811625 0 102876 5 0 1 0 SHEER DESIGN 601 WATTS BRANCH PARKWAY ROCKVILLE MD 20854 WEB DESIGN 366198 MDC 307 WEST MAIN STREET DURHAM NC 27701 PROJECT MANAGEMENT 303240 CCR SOLUTIONS INC 25 WALPOLE PARK SOUTH BUILDING 1 UN WALPOLE MA 02081 AUDIO & VISUAL 106764 THINKSHOUT 321 NW GLISAN ST UNIT 700 PORTLAND OR 97209 WEB DEVELOPMENT 106200 4 757351 503756 1261107 USER FEES 900099 976279 976279 MEETINGS 900099 339920 339920 1316199 55949 55949 MISCELLANEOUS 900099 2821 2821 2821 2636076 1316199 0 58770 X 258152 258152 150685 122580 26217 1888 1333586 1084853 232025 16708 69013 56139 12008 866 91521 74451 15924 1146 119379 97113 20770 1496 2391 1907 313 171 106888 85238 14013 7637 3374 3374 717973 572552 94125 51296 1004 787 195 22 47178 36995 9160 1023 525091 418350 70672 36069 124985 101674 21745 1566 112421 109531 2696 194 467620 455601 11212 807 232950 189501 40531 2918 10037 7870 1949 218 ONLINE HOSTING SERVICES 202320 158650 39283 4387 PAYROLL PROCESSING FEES 3056 2489 531 36 4579624 3834433 616743 128448 106329 273661 135614 44082 1956633 1051989 28637 4479 2146470 1909501 377297 236969 1010394 130460 342557 228260 3957461 1969900 267590 295854 179439 235355 377653 249394 824682 780603 X 780893 -166079 2351886 1355376 3132779 1189297 3957461 1969900 -1943548 66 0 X X 0 1 X 1 0 X 1406333 4450852 3033642 2096498 1261107 12248432 1406333 4450852 3033642 2096498 1261107 12248432 2557032 9691400 2889 3971 8002 30775 55949 101586 11217 8469 13695 5200 2821 41402 12391420 5971232 0.78210 0.72600 X SCHEDULE A, PART VI, LIST OF UNUSUAL GRANTS: DESCRIPTION: ONE-TIME USE RESTRICTED GRANT DATE: 06/30/20 AMOUNT: 10688917. RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 21366 5752 27118 4552506 4579624 378981 94745 0 0 314485 372012 399588 378981 1465066 2197599 31689 28332 25253 27118 112392 78621 93003 99897 94745 366266 549399 28751 23799 19952 21366 93868 60272 55187 5085 2086198 1854314 231884 236969 DEPOSITS 14010 OPERATING RIGHT OF USE ASSETS 214250 228260 OPERATING LEASE LIABILITY 249394 249394 2632768 66 66 2632702 3374 3374 2636076 4576250 0 4576250 3374 3374 4579624 1 MINNESOTA COUNCIL ON FOUNDATIONS 800 NORTH WASHINGTON AVE SUITE 703 MINNEAPOLIS MN 55401 411269275 501(C)(3) 6000 0 RURAL PHILANTHROPY GRANT NORTH CAROLINA COMMUNITY FOUNDATION 3737 GLENWOOD AVE SUITE 460 RALEIGH NC 27612 581661700 501(C)(3) 25000 0 RURAL PHILANTHROPY GRANT PHILANTHROPY COLORADO 5855 WADSWORTH BYPASS UNIT A ARVADA CO 80003 710947313 501(C)(3) 25000 0 RURAL PHILANTHROPY GRANT PHILANTHROPY MISSOURI 2 OAK KNOLL PARK SUITE 300 CLAYTON MT 63105 430953940 501(C)(3) 25000 0 RURAL PHILANTHROPY GRANT SUSTAINABLE AGRICULTURE & FOOD SYSTEMS FUNDERS 133 EAST DE LA GUERRA ST 306 SANTA BARBARA CA 93101 832593081 501(C)(3) 25000 0 RURAL PHILANTHROPY GRANT THE FUNDERS NETWORK 6705 SW 57TH AVE SUITE 700 CORAL GABLES FL 33143 571173613 501(C)(3) 25000 0 RURAL PHILANTHROPY GRANT FUNDERS FOR LGBTQ ISSUES 228 PARK AVE SOUTH PMB 432009 NEW YORK NY 10003 134144494 501(C)(3) 6000 0 RURAL PHILANTHROPY GRANT PATH PARTNERSHIPS 321 WALKDER DR SUITE 301 WARRENTON VA 20186 851911943 501(C)(3) 6000 0 RURAL PHILANTHROPY GRANT FOREFRONT 208 SOUTH LASALLE ST SUITE 1540 CHICAGO IL 60604 237376023 501(C)(3) 25000 0 RURAL PHILANTHROPY GRANT HISPANICS IN PHILANTHROPY 548 MARKET ST 60300 SAN FRANCISCO CA 94104 943040607 501(C)(3) 25000 0 RURAL PHILANTHROPY GRANT 10 0 PART I, LINE 2: RURAL PHILANTHROPY GRANT RECIPIENTS ARE REQUIRED TO SUBMIT A GRANT REPORT DESCRIBING THE PROJECT COMPLETED AND USE OF GRANT FUNDS. INDIVIDUAL GRANT REPORTS ARE COMPILED INTO AN OVERALL PROJECT REPORT. X X 0 0 0 0 0 0 0 0 0 VAL ROZANSKY VP OF KNOWLEDGE SERVICES 213717 0 0 0 0 0 10491 0 13669 0 237877 0 0 0 TRACI SLATER-RIGAUD SR. DIRECTOR OF MEMBER ENGAGEMENT 150841 0 0 0 0 0 7452 0 28278 0 186571 0 0 0 COURTNEY MOORE SR. DIRECTOR OF MEMBER SERVICES 150841 0 0 0 0 0 7452 0 11626 0 169919 0 0 0 MATTHEW L EVANS SR. DIRECTOR OF PUBLIC POLICY 150841 0 0 0 0 0 7482 0 11126 0 169449 0 0 0 DEBORAH AUBERT THOMAS PRESIDENT & CEO 145385 0 0 0 0 0 3500 0 1800 0 150685 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 IS PREPARED BY AN OUTSIDE ACCOUNTANT AND PRESENTED TO THE FINANCE AND AUDIT COMMITTEE FOR REVIEW AND APPROVAL. THE FINANCE AND AUDIT COMMITTEE PRESENTS THE FORM 990 TO THE ENTIRE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING. FORM 990, PART VI, SECTION B, LINE 12C A DIRECTOR DISCLOSES TO THE BOARD OF DIRECTORS ANY MATERIAL INTEREST, WHICH THE DIRECTOR DIRECTLY OR INDIRECTLY HAS IN ANY PERSON OR ENTITY, WHICH IS A PARTY TO A TRANSACTION OR MATTER UNDER CONSIDERATION BY THE BOARD OF DIRECTORS. THE INTERESTED DIRECTOR ABSTAINS FROM VOTING, DISCUSSING, AND LOBBYING ON SUCH TRANSACTIONS AND LEAVES THE ROOM WHILE SUCH ACTIVITIES ARE IN PROGRESS; PROVIDED, HOWEVER, THAT SUCH INTERESTED DIRECTOR'S PRESENCE MAY BE COUNTED IN DETERMINING WHETHER A QUORUM IS PRESENT. MINUTES OF MEETINGS RECORD ALL INTEREST DISCLOSURES, AND ABSTENTIONS DUE TO CONFLICT OF INTEREST. IF THE BOARD HAS REASONABLE CAUSE TO BELIEVE A MEMBER HAS FAILED TO DISCLOSE ACTUAL OR POSSIBLE CONFLICTS OF INTEREST, IT INFORMS THE MEMBER OF THE BASIS AND AFFORDS THE MEMBER AN OPPORTUNITY TO EXPLAIN THE ALLEGED FAILURE TO DISCLOSE. IF AFTER HEARING THE MEMBER'S RESPONSE AND AFTER MAKING FURTHER INVESTIGATION AS WARRANTED BY THE CIRCUMSTANCES, THE BOARD DETERMINES THE MEMBER HAS FAILED TO DISCLOSE AN ACTUAL OR POSSIBLE CONFLICT OF INTEREST, IT TAKES APPROPRIATE ACTION. FORM 990, PART VI, SECTION B, LINE 15A THE BOARD REVIEWS THE CEO'S PERFORMANCE AND DOCUMENTS ITS REVIEW IN THE BOARD MEETING MINUTES. THE BOARD BENCHMARKS THE CEO'S COMPENSATION WITH THOSE OF EXECUTIVES AT OTHER ASSOCIATIONS WITH SIMILAR MISSIONS AND COMPARABLE ORGANIZATIONS IN THE REGION. FORM 990, PART VI, SECTION C, LINE 19 DOCUMENTS MADE AVAILABLE AS REQUIRED BY LAW. FORM 990, PART IX, LINE 11G HUMAN RESOURCES: PROGRAM SERVICE EXPENSES 39,975. MANAGEMENT AND GENERAL EXPENSES 6,572. FUNDRAISING EXPENSES 3,581. TOTAL EXPENSES 50,128. CONSULTING: PROGRAM SERVICE EXPENSES 532,577. MANAGEMENT AND GENERAL EXPENSES 87,553. FUNDRAISING EXPENSES 47,715. TOTAL EXPENSES 667,845. FORM 990, PART XII, LINE 2C THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.