UNITED PHILANTHROPY FORUM: Form 990, tax year 2015

View the entire original 990 at ProPublica ↗

Organization
UNITED PHILANTHROPY FORUM (EIN 52-2122029)
Tax period
2015-01-01 to 2015-12-31
Filed
2016-11-15
IRS object ID
201643209349301434
Schema version
2015v2.1
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

FieldValueIRS element (for citing)
Return2016-11-15T08:42:46-06:00ReturnTs
Tax Period End2015-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN310800053PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1CLARK SCHAEFER HACKETT & COBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line14449 EASTON WAY SUITE 400AddressLine1Txt
CityCOLUMBUSCityNm
State AbbreviationOHStateAbbreviationCd
ZIP43219ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2015-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN522122029EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1FORUM OF REGIONAL ASSOCIATIONSBusinessNameLine1Txt
Business Name Line2OF GRANTMAKERSBusinessNameLine2Txt
FieldValueIRS element (for citing)
Business Name ControlFORUBusinessNameControlTxt
Phone8883913235PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11020 19TH STREET NW NO 360AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonDAVID BIEMESDERFERPersonNm
Person TitlePRESIDENT & CEOPersonTitleTxt
Phone8883913235PhoneNum
Signature2016-11-15SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonNATOSHA DILLEYPreparerPersonNm
PTINP01225377PTIN
Phone6148852208PhoneNum
Preparation2016-11-15PreparationDt
FieldValueIRS element (for citing)
Tax2015TaxYr
Build TS2017-02-10 21:41:12ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Address ChangeYes (X)AddressChangeInd
Principal OfficerDAVID BIEMESDERFERPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line11020 19TH STREET NW NO 360AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$2,050,797GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.GIVINGFORUM.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1998FormationYr
Legal Domicile StateDCLegalDomicileStateCd
Activity Or MissionMAXIMIZE THE COLLECTIVE POWER OF PHILANTHROPY'S INFASTRUCTURE TO SUPPORT, INFORM AND ADVANCE PHILANTHROPY FOR THE GREATER GOOD.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent16VotingMembersIndependentCnt
Total Employee6TotalEmployeeCnt
Total Volunteers40TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$336,241PYContributionsGrantsAmt
CY Contributions Grants$1,499,466CYContributionsGrantsAmt
PY Program Service Revenue$480,403PYProgramServiceRevenueAmt
CY Program Service Revenue$549,270CYProgramServiceRevenueAmt
PY Investment Income$161PYInvestmentIncomeAmt
CY Investment Income$949CYInvestmentIncomeAmt
PY Other Revenue$3,022PYOtherRevenueAmt
CY Other Revenue$1,112CYOtherRevenueAmt
PY Total Revenue$819,827PYTotalRevenueAmt
CY Total Revenue$2,050,797CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$60,000CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$0PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$598,852PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$444,798CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$11,966CYTotalFundraisingExpenseAmt
PY Other Expenses$764,593PYOtherExpensesAmt
CY Other Expenses$482,333CYOtherExpensesAmt
PY Total Expenses$1,363,445PYTotalExpensesAmt
CY Total Expenses$987,131CYTotalExpensesAmt
PY Revenues Less Expenses-$543,618PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,063,666CYRevenuesLessExpensesAmt
Total Assets BOY$273,213TotalAssetsBOYAmt
Total Assets EOY$1,140,579TotalAssetsEOYAmt
Total Liabilities BOY$340,231TotalLiabilitiesBOYAmt
Total Liabilities EOY$143,931TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY-$67,018NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$996,648NetAssetsOrFundBalancesEOYAmt
MissionTHE FORUM IS THE LARGEST NETWORK SERVING PHILANTHROPY IN AMERICA. WE BUILD AND LEVERAGE THE COLLECTIVE POWER OF PHILANTHROPY ASSOCIATIONS AND NETWORKS TO MAXIMIZE PHILANTHROPY'S EFFECTIVENESS IN STRENGTHENING COMMUNITIES AND IMPROVING LIVES THROUGHOUT THE UNITED STATES.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
Expense$68,737ExpenseAmt
Grant$60,000GrantAmt
DescSTRATEGY & PLANNING: IN 2015 THE FORUM DEVELOPED AND BEGAN TO IMPLEMENT A NEW VISION TO BE THE PLACE WHERE PHILANTHROPY'S INFRASTRUCTURE COMES TOGETHER. UNDER THIS NEW VISION, THE FORUM WILL EXPAND ITS NETWORK TO INCLUDE NATIONAL PHILANTHROPY INFRASTRUCTURE ORGANIZATIONS. THE FORUM'S EXPANDED NETWORK WILL ALLOW REGIONAL AND NATIONAL PHILANTHROPY ASSOCIATIONS AND NETWORKS TO WORK TOGETHER IN A MUCH MORE STRATEGIC, COMPREHENSIVE AND SYSTEMATIC WAY THAN WHAT IS OCCURRING TODAY, RESULTING IN LESS DUPLICATION, MORE COLLABORATION AND GREATER EFFICIENCIES IN PHILANTHROPY'S INFRASTRUCTURE.Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
Expense$501,406ExpenseAmt
Revenue$488,050RevenueAmt
DescSHARED TECHNOLOGY PLATFORM: MOST FORUM MEMBERS NOW PARTICIPATE IN THE FORUM'S STATE-OF-THE ART SHARED TECHNOLOGY PLATFORM, WHICH OFFERS MEMBERS BOTH A 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, RECEIVE ONGOING SUPPORT AND HELP FROM THE FORUM TEAM, AND ARE PART OF AN ACTIVE USER COMMUNITY OF PEERS.Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
Expense$214,871ExpenseAmt
Revenue$61,220RevenueAmt
DescEDUCATION & CAPACITY BUILDING: PROVIDED A WIDE RANGE OF PROGRAMS AND SERVICES TO HELP BUILD THE CAPACITY OF REGIONAL PHILANTHROPY ASSOCIATIONS TO INFORM, SUPPORT AND ADVANCE THE PHILANTHROPIC SECTOR ACROSS THE COUNTRY. THIS INCLUDED AN ANNUAL CONFERENCE AND OTHER EDUCATIONAL PROGRAMS THROUGHOUT THE YEAR; A WIDE RANGE OF NETWORKING OPPORTUNITIES; DATA AND KNOWLEDGE TO INFORM THE WORK OF REGIONAL ASSOCIATIONS; ONGOING TECHNICAL ASSISTANCE; AND OTHER CAPACITY-BUILDING EFFORTS.Desc
FieldValueIRS element (for citing)
Total Program Service Expenses$785,014TotalProgramServiceExpensesAmt
Described In Section501c3Yes (1)DescribedInSection501c3Ind
Schedule B RequiredYes (1)ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Lobbying Activities0LobbyingActivitiesInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 Footnote0IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To OrganizationsYes (1)GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J Required0ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Engaged In Excess Benefit Trans0EngagedInExcessBenefitTransInd
PY Excess Benefit Trans0PYExcessBenefitTransInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With Officer Ent0BusinessRlnWithOfficerEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related Entity0RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd Org0TrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document10IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee6EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Quid Pro Quo Contributions0QuidProQuoContributionsInd
Form8282 Property Disposed Of0Form8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft Cntrct0RcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft Cntrct0PayPremiumsPrsnlBnftCntrctInd
Indoor Tanning Services0IndoorTanningServicesInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member16IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or StockholdersYes (1)MembersOrStockholdersInd
Election Of Board MembersYes (1)ElectionOfBoardMembersInd
Decisions Subject To ApprovaYes (1)DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Own WebsiteYes (X)OwnWebsiteInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MARY R O'NEILLBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8883913235PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line11020 19TH STREET NW STE 360AddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20036ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeInd
DAVID BIEMESDERFER
CHAIR (JAN-JULY)/DIRECTOR (JULY-DEC)1.00Yes (X)Yes (X)$0$0$0
MARISSA MANLOVE
VICE CHAIR (JAN-JULY)/CHAIR (JULY-DEC)1.00Yes (X)Yes (X)$0$0$0
NANCY JAMISON
SECRETARY1.00Yes (X)Yes (X)$0$0$0
DAVID LINDBERG
TREASURER1.00Yes (X)Yes (X)$0$0$0
ADAM DONALDSON
DIRECTOR1.00Yes (X)$0$0$0
JOANNE KELLEY
DIRECTOR1.00Yes (X)$0$0$0
JANINE LEE
SECRETARY1.00Yes (X)Yes (X)$0$0$0
MIRIAM SHARK
DIRECTOR1.00Yes (X)$0$0$0
CLAUDIA HERROLD
DIRECTOR1.00Yes (X)$0$0$0
JEFF CLARKE
DIRECTOR1.00Yes (X)$0$0$0
JEFF POULOS
DIRECTOR (JAN-JULY)/VICE CHAIR (JULY-DEC)1.00Yes (X)Yes (X)$0$0$0
RONNA BROWN
DIRECTOR1.00Yes (X)$0$0$0
KAREN FREEMAN
DIRECTOR1.00Yes (X)$0$0$0
TAMARA COPELAND
DIRECTOR1.00Yes (X)$0$0$0
LAUREL O'SULLIVAN
DIRECTOR1.00Yes (X)$0$0$0
NINA STACK
DIRECTOR1.00Yes (X)$0$0$0
MICHAEL LITZ
PRESIDENT/CEO50.00Yes (X)$37,403$0$3,471
MARY O'NEILL
INTERIM DIRECTOR36.00Yes (X)$110,420$0$10,247
VAL ROZANSKY
DIRECTOR, KNOWLEDGE SERVIC45.00$111,743$0$10,370Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$259,566TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$0TotReportableCompRltdOrgAmt
Total Other Compensation$24,088TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K2IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K0TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp

Contractor Name ContractorName

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1THINKSHOUTBusinessNameLine1Txt

Contractor Address ContractorAddress

US Address USAddress

FieldValueIRS element (for citing)
Address Line1433 NW 4TH AVE 100AddressLine1Txt
CityPORTLANDCityNm
State AbbreviationORStateAbbreviationCd
ZIP97209ZIPCd
FieldValueIRS element (for citing)
ServicesWEB DEVELOPMENT FOR FORUM MEMBERSServicesDesc
Compensation$108,559CompensationAmt
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K1CntrctRcvdGreaterThan100KCnt
Membership Dues$300,786MembershipDuesAmt
All Other Contributions$1,198,680AllOtherContributionsAmt
Total Contributions$1,499,466TotalContributionsAmt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
USER FEES900099$488,050$488,050
MEETINGS900099$61,220$61,220
FieldValueIRS element (for citing)
Total Program Service Revenue$549,270TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$949TotalRevenueColumnAmt
Exclusion$949ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Business900099BusinessCd
Total Revenue Column$1,112TotalRevenueColumnAmt
Exclusion$1,112ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$1,112OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$2,050,797TotalRevenueColumnAmt
Related Or Exempt Func Income$549,270RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$2,061ExclusionAmt
FieldValueIRS element (for citing)
Info In Schedule O Part IXYes (X)InfoInScheduleOPartIXInd

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$60,000TotalAmt
Program Services$60,000ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$161,541TotalAmt
Program Services$107,088ProgramServicesAmt
Management And General$50,751ManagementAndGeneralAmt
Fundraising$3,702FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$220,818TotalAmt
Program Services$191,769ProgramServicesAmt
Management And General$22,152ManagementAndGeneralAmt
Fundraising$6,897FundraisingAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$12,995TotalAmt
Program Services$12,267ProgramServicesAmt
Fundraising$728FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$21,872TotalAmt
Management And General$21,872ManagementAndGeneralAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$27,572TotalAmt
Program Services$8,526ProgramServicesAmt
Management And General$19,046ManagementAndGeneralAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$9,107TotalAmt
Management And General$9,107ManagementAndGeneralAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$30,452TotalAmt
Management And General$30,452ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$108,539TotalAmt
Program Services$104,362ProgramServicesAmt
Management And General$4,177ManagementAndGeneralAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$36,881TotalAmt
Program Services$23,850ProgramServicesAmt
Management And General$12,990ManagementAndGeneralAmt
Fundraising$41FundraisingAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$92,940TotalAmt
Program Services$89,556ProgramServicesAmt
Management And General$3,384ManagementAndGeneralAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$23,577TotalAmt
Program Services$16,882ProgramServicesAmt
Management And General$6,097ManagementAndGeneralAmt
Fundraising$598FundraisingAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$17,236TotalAmt
Program Services$10,492ProgramServicesAmt
Management And General$6,744ManagementAndGeneralAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$56,588TotalAmt
Program Services$55,276ProgramServicesAmt
Management And General$1,312ManagementAndGeneralAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$105,391TotalAmt
Program Services$104,946ProgramServicesAmt
Management And General$445ManagementAndGeneralAmt

Other Expenses OtherExpensesGrp

FieldValueIRS element (for citing)
DescPAYROLL PROCESSING FEESDesc
Total$1,622TotalAmt
Management And General$1,622ManagementAndGeneralAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$987,131TotalAmt
Program Services$785,014ProgramServicesAmt
Management And General$190,151ManagementAndGeneralAmt
Fundraising$11,966FundraisingAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$61,478BOYAmt
EOY$666,167EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$25,000BOYAmt
EOY$165,000EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$20,946BOYAmt
EOY$28,066EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$2,350BOYAmt
EOY$2,000EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$622,189LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$345,193LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$161,089BOYAmt
EOY$276,996EOYAmt

Other Assets Total OtherAssetsTotalGrp

FieldValueIRS element (for citing)
BOY$2,350BOYAmt
EOY$2,350EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$273,213BOYAmt
EOY$1,140,579EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$137,276BOYAmt
EOY$124,878EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$128,146BOYAmt
EOY$19,053EOYAmt

Mortg Notes Pybl Scrd Invst Prop MortgNotesPyblScrdInvstPropGrp

FieldValueIRS element (for citing)
BOY$74,809BOYAmt
EOY$0EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$340,231BOYAmt
EOY$143,931EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY-$82,018BOYAmt
EOY$489,652EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$15,000BOYAmt
EOY$506,996EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY-$67,018BOYAmt
EOY$996,648EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$273,213BOYAmt
EOY$1,140,579EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,063,666ReconcilationRevenueExpnssAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$687,121CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$570,584CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$952,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$336,241CurrentTaxYearMinus1YearAmt
Current Tax Year$1,499,466CurrentTaxYearAmt
Total$4,046,047TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$687,121CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$570,584CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$952,635CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$336,241CurrentTaxYearMinus1YearAmt
Current Tax Year$1,499,466CurrentTaxYearAmt
Total$4,046,047TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$2,060,702SubstantialContributorsTotAmt
Public Support Total170$1,985,345PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$166,430CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$34,588CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$296CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$161CurrentTaxYearMinus1YearAmt
Current Tax Year$949CurrentTaxYearAmt
Total$202,424TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,330CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$468CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$5,411CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$3,022CurrentTaxYearMinus1YearAmt
Current Tax Year$1,112CurrentTaxYearAmt
Total$14,343TotalAmt
FieldValueIRS element (for citing)
Total Support$4,262,814TotalSupportAmt
Gross Receipts Rltd Activities$2,707,178GrossReceiptsRltdActivitiesAmt
Public Support CY1700.46570PublicSupportCY170Pct
Public Support PY1700.53240PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$5,506OtherCostOrOtherBasisAmt
Depreciation$4,605DepreciationAmt
Book Value$901BookValueAmt

Other Land Buildings OtherLandBuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$616,683OtherCostOrOtherBasisAmt
Depreciation$340,588DepreciationAmt
Book Value$276,095BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$276,996TotalBookValueLandBuildingsAmt
Total Rev Etc Audited Fincl Stmt$2,050,797TotalRevEtcAuditedFinclStmtAmt
Revenue Not Reported$0RevenueNotReportedAmt
Revenue Subtotal$2,050,797RevenueSubtotalAmt
Revenue Not Reported Fincl Stmt$0RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$2,050,797TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$987,131TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$987,131ExpensesSubtotalAmt
Expenses Not Rpt Fincl Stmt$0ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$987,131TotalExpensesPerForm990Amt

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records Maintained0GrantRecordsMaintainedInd

Recipient Table RecipientTable

Recipient Business Name RecipientBusinessName

FieldValueIRS element (for citing)
Business Name Line1NATIONAL COUNCIL OF NONPROFITSBusinessNameLine1Txt

US Address USAddress

FieldValueIRS element (for citing)
Address Line11001 G STREET NW STE 700EAddressLine1Txt
CityWASHINGTONCityNm
State AbbreviationDCStateAbbreviationCd
ZIP20001ZIPCd
FieldValueIRS element (for citing)
Recipient EIN521689643RecipientEIN
IRC Section501(C)(3)IRCSectionDesc
Cash Grant$60,000CashGrantAmt
Purpose Of GrantGRANT FOR ACTIVITIES AND SUPPLIES RELATED TO THE 2016 JOINT POLICY WORKS INSTITUTEPurposeOfGrantTxt
FieldValueIRS element (for citing)
Total501c3 Org1Total501c3OrgCnt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (9 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION A, LINE 6THE ORGANIZATION HAS ONE CLASS OF MEMBERSHIP. MEMBERS MUST BE REGIONAL ASSOCIATIONS OF GRANTMAKERS. A REGIONAL ASSOCATION OF GRANTMAKERS IS AN ASSOCIATION THAT SERVES A DEFINED GEOGRAPHIC REGION; HAS A MIX OF GRANTMAKING ORGANIZATION TYPES AS MEMBERS; IS STAFFED (BY ONE OR MORE FULL-TIME OR PART-TIME PROFESSIONALS, CONSULTANTS, OR VOLUNTEERS); AND HAS A DEFINED ORGANIZATIONAL, FINANCIAL AND GOVERNANCE STRUCTURE.
FORM 990, PART VI, SECTION A, LINE 7ATHE 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 REGIONAL ASSOCATION OF GRANTMAKERS WHO WILL REPRESENT, VOTE FOR AND ACT FOR THAT MEMBER IN ALL AFFAIRS OF THE FORUM. THAT REPRESENTATIVE WILL USUALLY BE THE REGIONAL'S CHIEF EXECUTIVE OFFICER, OR A PERSON FROM THE REGIONAL'S VOLUNTARY LEADERSHIP.
FORM 990, PART VI, SECTION A, LINE 7BMEMBERS APPROVE CHANGES TO THE BYLAWS.
FORM 990, PART VI, SECTION B, LINE 11THE FORM 990 WAS PREPARED BY AN OUTSIDE ACCOUNTANT AND PRESENTED TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. THE EXECUTIVE COMMITTEE PRESENTED THE FORM 990 TO THE ENTIRE BOARD FOR REVIEW AND COMMENT PRIOR TO FILING.
FORM 990, PART VI, SECTION B, LINE 12CA 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 ON 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 ON INTEREST, IT TAKES APPROPRIATE ACTION.
FORM 990, PART VI, SECTION B, LINE 15ATHE BOARD REVIEWS THE PRESIDENT'S PERFORMANCE AND DOCUMENTS ITS REVIEW IN THE BOARD MEETING MINUTES. THE BOARD BENCHMARKS THE PRESIDENT'S COMPENSATION WITH THOSE OF EXECUTIVES AT OTHER ASSOCIATIONS WITH LIKE MISSIONS AND COMPARABLE ORGANIZATIONS IN THE REGION. THE PRESIDENT'S LAST REVIEW WAS PERFORMED IN JANUARY 2015. THE PRESIDENT USES THE SAME PROCEDURE FOR OTHER EMPLOYEES.
FORM 990, PART VI, SECTION C, LINE 19THE 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 11GPROFESSIONAL SERVICES- OTHER: PROGRAM SERVICE EXPENSES 101,362. MANAGEMENT AND GENERAL EXPENSES 4,177. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 105,539. HONORARIA: PROGRAM SERVICE EXPENSES 3,000. MANAGEMENT AND GENERAL EXPENSES 0. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 3,000.
FORM 990, PART XII, LINE 2C:THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

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