FOREFRONT: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
FOREFRONT (EIN 23-7376023)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-02-11
IRS object ID
201140429349300409
Schema version
2009v1.7
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)
Timestamp2011-02-11T09:37:40-06:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Desmond & Ahern LtdBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line110827 S Western AveAddressLine1
CityChicagoCity
StateILState
ZIP Code60643ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN237376023EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Donors ForumBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlDONONameControl
Phone3125780090Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1208 South LaSalle No 1540AddressLine1
CityChicagoCity
StateILState
ZIP Code606041006ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameValerie S LiesName
TitlePresident & CEOTitle
Phone3125780090Phone
Date Signed2011-02-10DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameHugh J Ahern CPAName
Phone7737794720Phone
Date Prepared2011-02-10DatePrepared
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonValerie S LiesNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line1208 South LaSalle No 1540AddressLine1
CityChicagoCity
StateILState
ZIP Code606041006ZIPCode
FieldValueIRS element (for citing)
Gross Receipts3076634GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web Sitewww.donorsforum.orgWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1974YearFormation
State Legal DomicileILStateLegalDomicile
Activity Or Mission DescriptionDonors Forum strengthens philanthropy and the nonprofit community (Cont'd on Schedule O) in Illinois by providing resources -- education, networking, research, library services, publications, and a website -- for grantmakers and nonprofits. Donors Forum is also a leader in raising awareness of the value of philanthropy and nonprofits and in promoting public policies on their behalf with government leaders and the general public. In so doing, Donors Forum increases the ability of the nonprofit and philanthropic sector to meet the needs and enhance the lives of individuals, families, and communities throughout Illinois.ActivityOrMissionDescription
Nbr Voting Members Governing Body23NbrVotingMembersGoverningBody
Nbr Independent Voting Members23NbrIndependentVotingMembers
Total Nbr Employees35TotalNbrEmployees
Total Nbr Volunteers61TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year2695928ContributionsGrantsPriorYear
Contributions Grants Current Year2402910ContributionsGrantsCurrentYear
Program Service Revenue Prior Year718883ProgramServiceRevenuePriorYear
Program Service Revenue CY472631ProgramServiceRevenueCY
Investment Income Prior Year49791InvestmentIncomePriorYear
Investment Income Current Year85675InvestmentIncomeCurrentYear
Other Revenue Prior Year29066OtherRevenuePriorYear
Other Revenue Current Year12856OtherRevenueCurrentYear
Total Revenue Prior Year3493668TotalRevenuePriorYear
Total Revenue Current Year2974072TotalRevenueCurrentYear
Grants And Similar Amnts CY5000GrantsAndSimilarAmntsCY
Benefits Paid To Members CY0BenefitsPaidToMembersCY
Salaries Etc Prior Year1788125SalariesEtcPriorYear
Salaries Etc Current Year1699176SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year148271TotalFundrsngExpCurrentYear
Other Expense Prior Year1416672OtherExpensePriorYear
Other Expenses Current Year1282348OtherExpensesCurrentYear
Total Expenses Prior Year3204797TotalExpensesPriorYear
Total Expenses Current Year2986524TotalExpensesCurrentYear
Revenues Less Expenses Prior Year288871RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-12452RevenuesLessExpensesCY
Total Assets BOY2160189TotalAssetsBOY
Total Assets EOY2224872TotalAssetsEOY
Total Liabilities BOY227459TotalLiabilitiesBOY
Total Liabilities EOY228906TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY1932730NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY1995966NetAssetsOrFundBalancesEOY
Mission DescriptionSee Schedule OMissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense2096178Expense
Grants5000Grants
Revenue466987Revenue
DescriptionDonors Forum is a membership association that promotes philanthropy and a strong nonprofit sector in Illinois. It does so through education and training, networking events, public policy leadership, media relations, research, publications, library services and more. The sector, which includes service providers as well as grantmakers, is estimated to include more than 24,000 organizations that directly serve four out of every five Illinois residents. Indirectly, these organizations touch the lives of everyone in Illinois. Private contributions total $11.6 billion. Of this, $2.2 billion is from foundations and corporations. The sector employs 483,000 people, or 8.7 percent of the state's total workforce -- and it generates 9.4 percent of Illinois' state product.Description

Activity2 Activity2

FieldValueIRS element (for citing)
Expense17502Expense
Revenue18500Revenue
DescriptionChicago African Americans in Philanthropy (CAAIP) is a sponsored project of Donors Forum. Its mission is to improve diversity and inclusion in philanthropy and to promote effective and responsive philanthropy in black communities.Description
FieldValueIRS element (for citing)
Total Program Service Expense2113680TotalProgramServiceExpense
Described In501 C31DescribedIn501C3
Schedule B Required1ScheduleBRequired
Political Activities0PoliticalActivities
Lobbying Activities1LobbyingActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments1TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required1ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Excess Benefit Transaction0ExcessBenefitTransaction
Prior Excess Benefit Transaction0PriorExcessBenefitTransaction
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity0RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Transfers To Exempt Non Chrtbl Org0TransfersToExemptNonChrtblOrg
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With109630NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees35NumberOfEmployees
Employment Tax Returns Filed1EmploymentTaxReturnsFiled
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Quid Pro Quo Contributions1QuidProQuoContributions
Quid Pro Quo Disclosure1QuidProQuoDisclosure
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Funds To Pay Premiums0FundsToPayPremiums
Premiums Paid0PremiumsPaid
Nbr Voting Governing Body Members23NbrVotingGoverningBodyMembers
Number Independent Voting Members23NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders1MembersOrStockholders
Election Of Board Members1ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy1ConflictOfInterestPolicy
Annual Disclosure Covered Persons1AnnualDisclosureCoveredPersons
Regular Monitoring Enforcement1RegularMonitoringEnforcement
Whistleblower Policy1WhistleblowerPolicy
Document Retention Policy1DocumentRetentionPolicy
Compensation Process CEO1CompensationProcessCEO
Compensation Process Other1CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledILStatesWhereCopyOfReturnIsFiled
Own WebsiteXOwnWebsite
Other WebsiteXOtherWebsite
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Andreason BrownBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3123278910TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1208 South LaSalle Suite 1540AddressLine1
CityChicagoCity
StateILState
ZIP Code606041006ZIPCode

Form990 Part VII Section A Form990PartVIISectionA (25 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorOfficerOfficerReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensationHighest Compensated EmployeeHighestCompensatedEmployee
Robert Glaves
Chair2.00XX000
Mae Hong
Vice Chair2.00XX000
Jeanne Kracher
Vice Chair2.00XX000
Barbara Castellan
Secretary2.00XX000
Stuart J Miller
Treasurer3.00XX000
John Bouman
Director1.00X000
Donald A Cooke
Director1.00X000
Edith H Falk
Director1.00X000
Paul Goren
Director1.00X000
Lawrence N Hansen
Director1.00X000
Richard L Jones
Director1.00X000
Iris Krieg
Director1.00X000
Annika Little
Director1.00X000
Rosanna Marquez
Director1.00X000
Terry Mazany
Director1.00X000
Boyd McDowell III
Director1.00X000
James D Parsons
Director1.00X000
Elspeth Revere
Director1.00X000
Unmi Song
Director1.00X000
John Stremsterfer
Director1.00X000
Judith Stockdale
Director1.00X000
Kristina Valaitis
Director1.00X000
Ernest Vasseur
Director1.00X000
Valerie S Lies
President & CEO40.00X193222041056
Robert W Eder
SR VP-FIN/ADM thru 3/1040.0010824500X
FieldValueIRS element (for citing)
Total Reportable Comp From Org301467TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation41056TotalOtherCompensation
Number Individuals GT100 K2NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K1TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K
Federated Campaigns13000FederatedCampaigns
Membership Dues1311828MembershipDues
Government Grants61277GovernmentGrants
All Other Contributions1016805AllOtherContributions
Noncash Contributions5166NoncashContributions
Total Contributions2402910TotalContributions

Program Service Revenue ProgramServiceRevenue (4 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
Workshops & meetings900099346496346496
Publications9000999642196421
Consulting9000992560025600
Library revenue90009941144114
FieldValueIRS element (for citing)
Total Program Service Revenue472631TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column43308TotalRevenueColumn
Exclusion$43,308ExclusionAmount

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities144929Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities102562Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities42367Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column42367TotalRevenueColumn
Exclusion$42,367ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionMiscellaneousDescription
Business Code900099BusinessCode
Total Revenue Column12856TotalRevenueColumn
Related Or Exempt Function Income12856RelatedOrExemptFunctionIncome
FieldValueIRS element (for citing)
Total Other Revenue12856TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column2974072TotalRevenueColumn
Related Or Exempt Function Income485487RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$85,675ExclusionAmount

Grants To Domestic Orgs GrantsToDomesticOrgs

FieldValueIRS element (for citing)
Total5000Total
Program Services5000ProgramServices

Comp Current Officers Directors CompCurrentOfficersDirectors

FieldValueIRS element (for citing)
Total240585Total
Program Services233367ProgramServices
Management And General6015ManagementAndGeneral
Fundraising1203Fundraising

Other Salaries And Wages OtherSalariesAndWages

FieldValueIRS element (for citing)
Total1140464Total
Program Services762971ProgramServices
Management And General285924ManagementAndGeneral
Fundraising91569Fundraising

Pension Plan Contributions PensionPlanContributions

FieldValueIRS element (for citing)
Total92752Total
Program Services61004ProgramServices
Management And General24291ManagementAndGeneral
Fundraising7457Fundraising

Other Employee Benefits OtherEmployeeBenefits

FieldValueIRS element (for citing)
Total131683Total
Program Services85442ProgramServices
Management And General35373ManagementAndGeneral
Fundraising10868Fundraising

Payroll Taxes PayrollTaxes

FieldValueIRS element (for citing)
Total93692Total
Program Services65889ProgramServices
Management And General21302ManagementAndGeneral
Fundraising6501Fundraising

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total3093Total
Management And General3093ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total23994Total
Management And General23994ManagementAndGeneral

Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees

FieldValueIRS element (for citing)
Total10014Total
Management And General10014ManagementAndGeneral

Fees For Services Other FeesForServicesOther

FieldValueIRS element (for citing)
Total6464Total
Program Services5000ProgramServices
Management And General1464ManagementAndGeneral

Advertising Advertising

FieldValueIRS element (for citing)
Total2295Total
Program Services2295ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total123916Total
Program Services91934ProgramServices
Management And General27806ManagementAndGeneral
Fundraising4176Fundraising

Information Technology InformationTechnology

FieldValueIRS element (for citing)
Total262860Total
Program Services120567ProgramServices
Management And General137506ManagementAndGeneral
Fundraising4787Fundraising

Occupancy Occupancy

FieldValueIRS element (for citing)
Total276619Total
Program Services196231ProgramServices
Management And General61424ManagementAndGeneral
Fundraising18964Fundraising

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total128583Total
Program Services120502ProgramServices
Management And General8048ManagementAndGeneral
Fundraising33Fundraising

Depreciation Depletion DepreciationDepletion

FieldValueIRS element (for citing)
Total16168Total
Program Services11551ProgramServices
Management And General3504ManagementAndGeneral
Fundraising1113Fundraising

Insurance Insurance

FieldValueIRS element (for citing)
Total25249Total
Program Services15428ProgramServices
Management And General8330ManagementAndGeneral
Fundraising1491Fundraising

Other Expenses OtherExpenses (5 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServicesManagement And GeneralManagementAndGeneralFundraisingFundraising
Outside services progra28473126856316168
Book store inventory4568845688
Dues & memberships3220864092578316
Staff development182769929832522
Bad debt1392946509279

All Other Expenses AllOtherExpenses

FieldValueIRS element (for citing)
Total8261Total
Program Services1260ProgramServices
Management And General6930ManagementAndGeneral
Fundraising71Fundraising

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total2986524Total
Program Services2113680ProgramServices
Management And General724573ManagementAndGeneral
Fundraising148271Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY171536BOY
EOY257743EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY912694BOY
EOY710851EOY

Pledges And Grants Receivable PledgesAndGrantsReceivable

FieldValueIRS element (for citing)
BOY104307BOY
EOY115859EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY43396BOY
EOY34334EOY
FieldValueIRS element (for citing)
Land Buildings Equipment Basis115933LandBuildingsEquipmentBasis
Land Bldg Equipment Accum Deprec72910LandBldgEquipmentAccumDeprec

Land Buildings Equipment Basis Net LandBuildingsEquipmentBasisNet

FieldValueIRS element (for citing)
BOY63248BOY
EOY43023EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY865008BOY
EOY1063062EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY2160189BOY
EOY2224872EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY191714BOY
EOY180089EOY

Deferred Revenue DeferredRevenue

FieldValueIRS element (for citing)
BOY786BOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY34959BOY
EOY48817EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY227459BOY
EOY228906EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY1556536BOY
EOY1684331EOY

Temporarily Restricted Net Assets TemporarilyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY365694BOY
EOY301135EOY

Permanently Restricted Net Assets PermanentlyRestrictedNetAssets

FieldValueIRS element (for citing)
BOY10500BOY
EOY10500EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1932730BOY
EOY1995966EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY2160189BOY
EOY2224872EOY
FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Publicly Supported Org170b1 AviXPubliclySupportedOrg170b1Avi

Gifts Grants Contrib Received170 GiftsGrantsContribReceived170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1788504CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1854923CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2071478CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2695928CurrentTaxYearMinus1Year
Current Tax Year2402910CurrentTaxYear
Total10813743Total

Total170 Total170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years1788504CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years1854923CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years2071478CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year2695928CurrentTaxYearMinus1Year
Current Tax Year2402910CurrentTaxYear
Total10813743Total
FieldValueIRS element (for citing)
Amounts Subst Contributors Total1323249AmountsSubstContributorsTotal
Public Support Total1709490494PublicSupportTotal170

Gross Investment Income170 GrossInvestmentIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years26875CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years34076CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years33119CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year49791CurrentTaxYearMinus1Year
Current Tax Year43308CurrentTaxYear
Total187169Total

Other Income170 OtherIncome170

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years582CurrentTaxYearMinus4Years
Current Tax Year Minus3 Years5027CurrentTaxYearMinus3Years
Current Tax Year Minus2 Years12952CurrentTaxYearMinus2Years
Current Tax Year Minus1 Year29066CurrentTaxYearMinus1Year
Total47627Total
FieldValueIRS element (for citing)
Total Support11048539TotalSupport
Gross Receipts From Admissions Etc2872562GrossReceiptsFromAdmissionsEtc
Public Support Pertcentage1700.85900PublicSupportPertcentage170
Public Support Pertcent Prior Year0.89360PublicSupportPertcentPriorYear
Thirty Three Percnt Tests CY170XThirtyThreePercntTestsCY170

Schedule B IRS990ScheduleB

Contributor Info ContributorInfo

FieldValueIRS element (for citing)
Contributor NumberRESTRICTEDContributorNumber

Contributor Name Business ContributorNameBusiness

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor Address US ContributorAddressUS

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Aggregate ContributionsRESTRICTEDAggregateContributions

Schedule C IRS990ScheduleC

Total Grassroots Lobbying TotalGrassrootsLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Total Direct Lobbying TotalDirectLobbying

FieldValueIRS element (for citing)
Filing Organizations Totals2593FilingOrganizationsTotals

Total Lobbying Expenditures TotalLobbyingExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals2593FilingOrganizationsTotals

Other Exempt Purpose Expenditures OtherExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals2991774FilingOrganizationsTotals

Total Exempt Purpose Expenditures TotalExemptPurposeExpenditures

FieldValueIRS element (for citing)
Filing Organizations Totals2994367FilingOrganizationsTotals

Lobbying Nontaxable LobbyingNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals299718FilingOrganizationsTotals

Grassroots Nontaxable GrassrootsNontaxableAmount

FieldValueIRS element (for citing)
Filing Organizations Totals74930FilingOrganizationsTotals

Tot Lobbying Grassroot Minus Non Tx TotLobbyingGrassrootMinusNonTx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Tot Lobby Expend Mns Lobbying Nontx TotLobbyExpendMnsLobbyingNontx

FieldValueIRS element (for citing)
Filing Organizations Totals0FilingOrganizationsTotals

Lobbying Nontaxable Amount2 LobbyingNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus3275507CurrentYearMinus3
Current Year Minus2263336CurrentYearMinus2
Current Year Minus1310240CurrentYearMinus1
Current Year299718CurrentYear
Total1148801Total
FieldValueIRS element (for citing)
Lobbying Ceiling$1,723,202LobbyingCeilingAmount

Total Lobbying Expenditures2 TotalLobbyingExpenditures2

FieldValueIRS element (for citing)
Current Year Minus1732CurrentYearMinus1
Current Year2593CurrentYear
Total3325Total

Grassroots Nontaxable Amount2 GrassrootsNontaxableAmount2

FieldValueIRS element (for citing)
Current Year Minus368877CurrentYearMinus3
Current Year Minus265834CurrentYearMinus2
Current Year Minus177560CurrentYearMinus1
Current Year74930CurrentYear
Total287201Total
FieldValueIRS element (for citing)
Grassroots Ceiling$430,802GrassrootsCeilingAmount

Schedule D IRS990ScheduleD

Current Year CurrentYear

FieldValueIRS element (for citing)
Beginning Of Year Balance10500BeginningOfYearBalance
End Of Year Balance10500EndOfYearBalance

Current Year Minus1 Year CurrentYearMinus1Year

FieldValueIRS element (for citing)
Beginning Of Year Balance10500BeginningOfYearBalance
End Of Year Balance10500EndOfYearBalance
FieldValueIRS element (for citing)
Permanent Endowment EOY Balance1.00000PermanentEndowmentEOYBalance
Endowments Held By Unrelated Orgs0EndowmentsHeldByUnrelatedOrgs
Endowments Held By Related Orgs0EndowmentsHeldByRelatedOrgs

Leasehold Improvements LeaseholdImprovements

FieldValueIRS element (for citing)
Other Cost Or Other Basis1144OtherCostOrOtherBasis
Depreciation753Depreciation
Book Value391BookValue

Equipment Equipment

FieldValueIRS element (for citing)
Other Cost Or Other Basis75500OtherCostOrOtherBasis
Depreciation55587Depreciation
Book Value19913BookValue

Other Land Buildings OtherLandBuildings

FieldValueIRS element (for citing)
Other Cost Or Other Basis39289OtherCostOrOtherBasis
Depreciation16570Depreciation
Book Value22719BookValue
FieldValueIRS element (for citing)
Total Of Book Value Land Buildings43023TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionMutual fundsDescription
Book Value1063062BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities1063062TotalOfBookValueSecurities

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionDeferred compensationDescription
Amount$48,817Amount
FieldValueIRS element (for citing)
Total Of Amounts48817TotalOfAmounts
Total Revenue2974072TotalRevenue
Total Expenses2986524TotalExpenses
Excess Or Deficit For Year-12452ExcessOrDeficitForYear
Net Unrealized GL On Investments75688NetUnrealizedGLOnInvestments
Total Adjustments75688TotalAdjustments
Excess Or Deficit Per FS63236ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt3060010TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments75688NetUnrealizedGainsInvestments
Donated Srvc And Use Of Facilities10250DonatedSrvcAndUseOfFacilities
Revenue Not Rptd F99085938RevenueNotRptdF990
Revenue Subtotal2974072RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form9902974072TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt2996774TotExpensesEtcAuditedFinclStmt
Donated Services Use Of Facilities10250DonatedServicesUseOfFacilities
Expenses Not Rptd F99010250ExpensesNotRptdF990
Expenses Subtotal2986524ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form9902986524TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV (2 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
Part V, Line 4:Description of Intended Use of Endowment Funds:The principal of the fund is to remain in perpetuity. Interest from this amount will be used upon approval of the Board of Directors to defray the expenses of a social service administrator or social work graduate student intern at Donors Forum.
Part X:Description of Uncertain Tax Positions Under FIN 48:FIN 48 Footnote Donors Forum was granted an exemption from federal income taxes by the Internal Revenue Service pursuant to the provisions of Internal Revenue Code Section 501(c)(3). Donors Forum qualifies for the charitable contribution deduction under Section 170 (b)(1)(A)(vi) and has been classified as an organization that is not a private foundation under Section 509(a)(1). The tax-exempt purpose of Donors Forum and the nature in which it operates is described above. Donors Forum continues to operate in compliance with its tax-exempt purpose. Annual informational returns are timely filed with the federal and state governments, but are still subject to examination for the statutory period.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Compensation CommitteeXCompensationCommittee
Written Employment ContractXWrittenEmploymentContract
Compensation SurveyXCompensationSurvey
Board Or Committee ApprovalXBoardOrCommitteeApproval
Severance Payment0SeverancePayment
Supplemental Nonqual Retire Plan0SupplementalNonqualRetirePlan
Equity Based Comp Arrangement0EquityBasedCompArrangement
Comp Based On Revenue Of Filing Org0CompBasedOnRevenueOfFilingOrg
Comp Based On Revenue Related Orgs0CompBasedOnRevenueRelatedOrgs
Comp Based Net Earnings Filing Org0CompBasedNetEarningsFilingOrg
Comp Based Net Earnings Relate Orgs0CompBasedNetEarningsRelateOrgs
Any Non Fixed Payments0AnyNonFixedPayments
Initial Contract Exception0InitialContractException

Form990 Schedule J Part II Form990ScheduleJPartII

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1Valerie S LiesBusinessNameLine1
FieldValueIRS element (for citing)
Base Compensation Filing Org193222BaseCompensationFilingOrg
Comp Based On Related Orgs0CompBasedOnRelatedOrgs
Bonus Filing Org0BonusFilingOrg
Bonus Related Orgs0BonusRelatedOrgs
Other Compensation Filing Org0OtherCompensationFilingOrg
Other Compensation Related Orgs0OtherCompensationRelatedOrgs
Deferred Comp Filing Org13858DeferredCompFilingOrg
Deferred Comp Related Orgs0DeferredCompRelatedOrgs
Nontaxable Benefits Filing Org27198NontaxableBenefitsFilingOrg
Nontaxable Benefits Related Orgs0NontaxableBenefitsRelatedOrgs
Total Compensation Filing Org234278TotalCompensationFilingOrg
Total Compensation Related Orgs0TotalCompensationRelatedOrgs
Comp Report Prior990 Filing Org230015CompReportPrior990FilingOrg
Comp Report Prior990 Related Orgs0CompReportPrior990RelatedOrgs

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (8 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
Form 990, Part VI, Section A, line 6Membership is open to (A) any organization that makes grants for charitable purposes, any donor-advisor to a donor-advised fund within such an organization, or any individual that is a 1) private foundation, including a private operating foundation, 2) community foundation, 3) corporate foundation or company with a charitable contributions program, 4) donor-advisor to a donor-advised fund, 5) individual donor with multiple charitable beneficiary organizations, 6) charitable trust, division, or other organization, and (i) which has as its primary charitable activity the making of grants for charitable, religious, educational, or scientific purposes, and (ii) at least 60% of the budget of which is devoted to grant programs (grants, related program costs, and administrative costs for administering grants), 7) supporting organization that supports one or more grantmaking organizations or has a grantmaking program with multiple beneficiaries, 8) federated fund, 9) government-funded grantmaker with multiple beneficiary organizations, 10)religious grantmaking institution; or (B) any individual who regularly engages in advising individuals about their philanthropic goals and vehicles or in advising foundations, trusts, or corporate giving programs about their philanthropic goals and vehicles, to the extent the individual fits eligibility criteria determined from time to time by resolution of the board of directors; and which subscribes to the purposes and basic policies and contributes annual financial support to the continuing operation of this corporation in the amount determined from time to time by the board of directors, may become a member of this corporation. Members described in paragraph (B) above may be denominated "associate members" or some similar title if so specified by resolution of the board of directors and shall be entitled to the rights of membership to the extent provided by resolution of the board of directors.
Form 990, Part VI, Section A, line 7aEach member shall be entitled to one vote on each matter submitted to a vote of the members.
Form 990, Part VI, Section B, line 11With the assistance of the the vice president of finance and administration, outside accountants prepare the 990. The vice president reviews a draft of the 990 and compares numbers to audited financial statements. The Donors Forum president & CEO and the vice president of finance and administration review the draft with the Audit/Finance Committee members at a scheduled meeting. The draft is provided to the entire board for review. The board is invited to a conference call to ask questions and offer comments to the president and CEO and the vice president of finance and administration.
Form 990, Part VI, Section B, line 12cThe Organization identifies each board member and employee with a stated conflict of interest or potential and maintains a list of the stated conflicts / potential conflicts.
Form 990, Part VI, Section B, line 15CEO: President's Performance Review Committee: Consists of the following board members - board chair, former compensation and benefits committee chair, and Treasurer. Comparability data obtained from other regional associations of grantmakers and from other nonprofit organizations. Decision process substantiated in writing. Committee makes recommendation to board. Top management and all other employees: CEO and CFO present salary pool recommendation to Compensation & Benefits Committee based on change in CPI, organization's financial situation, and other relevant information. Compensation and Benefits Committee reviews and either *Approves and recommends to Audit/Finance Committee, or *Amends, approves, and recommends to Audit/Finance Committee
Form 990, Part VI, Section C, line 19Recent audited financial statements are available on the Illinois Attorney General's website. Governing documents and conflict of interest policy are not available to the general public.
Form 990, Part III, Page 2, #1Fast Facts: *Promotes philanthropy and an effective and informed nonprofit sector in Illinois *Founded in 1974 *197 Members (foundations, corporate giving programs, and other funders) *31 Associate Members (professional advisors to funders) *829 Forum Partners (nonprofit organizations, government agencies, schools, places of worship, and consultants to nonprofits) Mission: Donors Forum is the premier resource for networking and education, information and knowledge, and leadership on behalf of philanthropy in Illinois. As a nonprofit membership association of grantmakers, individual donors, and advisors, Donors Forum advances philanthropy by serving its Members and by promoting an effective and informed nonprofit sector. Activities: Donors Forum accomplishes its mission by offering: Networking and Education *Numerous workshops and seminars, as well as customized coaching, on a variety of subjects: fundraising, grantmaking, board governance, nonprofit management, strategic planning, public policy, and advocacy. *Regular meetings of many different peer groups for funders on special interests ranging from youth development to the environment to poverty reduction. *Luncheons, receptions, and other events featuring thought leaders in philanthropy and the nonprofit sector. Information and Knowledge *Research and publication of studies such as Giving in Illinois and A Vital Force in Illinois: The Nonprofit Economy. *A unique database, Illinois Funding Source, on grantors in Illinois and grants received by nonprofits in Illinois. *A free Library in Chicago and six Philanthropy Centers -- in Effingham, Glen Ellyn, Grayslake, Joliet, Quincy, and Schaumburg -- with resources and tools for nonprofits and funders. These hold the second largest philanthropy collection in the nation. *Research on donor prospects, reference services on best practices and tools, and much more from the Donors Forum Library. *Newsletters, including Forumnotes and Public Policy Update, and publications such as Illinois Nonprofit Principles and Best Practices. *A website, www.donorsforum.org, with hundreds of free resources, including the Grantseekers Toolbox, for nonprofits and funders. Leadership and Advocacy *Support and coordination for grantmakers and nonprofits in advocating for public policies that support the sector and in building relationships with elected officials and other policy leaders. *The Preserving the Public Trust Initiative, through which Donors Forum promotes ethics, accountability, transparency, and the effectiveness of nonprofits and grantmakers in Illinois. *Close collaboration with, and the staffing of, the Illinois Attorney General's Charitable Advisory Council. *Media outreach to help key leaders and the public understand the concerns, impact, and value of nonprofits and philanthropies. *Public policy leadership on issues such as the Public/Nonprofit Partnership Initiative, which seeks to renew the compact between government, philanthropy, and nonprofits on behalf of all who live in Illinois. Selected Highlights of Activities in the Period Covered by this 990: *Developed new programming and resources for Members and Associate Members, including a new Member Peer Network focused on streamlined grantmaking and reporting; convened the new Lake County Funders Network in partnership with Lake County Community Foundation and the Healthcare Foundation of Northern Lake County; and developed new programming for grantmaker CEOs and senior staff through the new Leadership in Philanthropy Committee. *Delivered 153 programs and workshops to 4,653 grantmaker and nonprofit participants. For grantmakers, this included The Grantmakers Institute, a five-session series on the fundamentals of grantmaking. For nonprofits, this included five Dialogue with Donors events and five webinars. *Collaborated with national grantmaker affinity groups, regional associations of grantmakers, City of Chicago, Chicago Arts Education Collaborative, National Center for Family Philanthropy, and Aspen Institute to hold programs, webinars, and teleconferences for grantmaking Members. For nonprofits, hosted programs in collaboration with Young Nonprofit Professionals, Microsoft, GoodworksConnect.org, Roosevelt University, Illinois AfterSchool Network, and Lumpkin Family Foundation. *Reported on the year-end outlook for charitable giving in the Economic Outlook Report; and published the Giving in Illinois 2009 report, which provided a snapshot of charitable giving patterns and the role of grantmakers in Illinois' nonprofit sector. *Received federal Stimulus funding for, and launched, CapaCity Chicago, a two-year program to provide capacity-building training and informational resources -- through workshops, events, dedicated web pages, and an online community -- to homeless services providers in Chicago. *Advised constituents on Stimulus opportunities and news (in partnership with the City and the Civic Consulting Alliance); the Illinois budget crisis; and disaster giving related to the earthquakes in Haiti and Chili, the Gulf Coast oil leak, and the floods in Pakistan. *Continued to lead the Public/Nonprofit Partnership Initiative through its second year. Funded by the Wallace Foundation, the initiative is a comprehensive statewide effort to help reform Illinois' human services and fiscal systems by strengthening the compact between the government, philanthropy, and nonprofits. *Published Fair and Accountable: Partnership Principles for a Sustainable Human Services System. This seminal document, created with the involvement of dozens of leaders and stakeholders in the human services system, sets forth a blueprint for reform by recommending policies and practices to strengthen the partnership between nonprofit human service providers and the City of Chicago and the State of Illinois. Donors Forum also promoted awareness and endorsement of these principles. *Hosted a free convening in Springfield for nonprofits to gain knowledge on the Illinois budget crisis and strategize ways to move forward; and began a once-a-month Policy Roundtable at which nonprofits, funders, and guest speakers discuss a current public policy issue. *Held outreach meetings with the Attorney General's Charitable Advisory Council in Springfield, Schaumburg, and Champaign; and co-convened the Charitable Advisory Council annual meeting. *Lobbied 16 Congressional offices and both U.S. Senate offices on behalf of our philanthropic and nonprofit constituents. *Continued to provide resources, training, and free fundraising database access to nonprofits outside Chicago by operating six Philanthropy Centers in Effingham, Glen Ellyn, Grayslake, Joliet, Quincy, and Schaumburg. *Responded to 1,089 reference requests on topics of governance, grantmaking, funding, and philanthropy. Sponsored free orientations to the fundraising tools at the Donors Forum Library and Philanthropy Centers, attended by a total of 516 people. *Launched Donors Forum's new website, which features an updated design, online registration, more robust content and features for Members and Partners, and streamlined architecture to enhance the user experience. *Launched the Donors Forum blog to provide commentary for and about philanthropy and nonprofits in Illinois; launched Twitter and Facebook channels to inform and engage grantmakers, nonprofits, policymakers, and others. *Received local, regional, and national media coverage in outlets including Forbes.com, Philanthropy News Digest, Illinois Issues, the national newsletters of The Council on Foundations and National Council of Nonprofits, the Chicago Tribune, Crain's, the Daily Herald; and public television station Illinois Channel, and Kankakee-based radio station WKCC.Organization's Mission
Form 990, PART VI, PAGE 6, SECTION C, #18The organization is not required to make its 1023 application available to the general public as it was formed prior to 07/15/1986.Public Disclosure of 1023

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