2011-02-11T09:37:40-06:00 2010-06-30 Desmond & Ahern Ltd 10827 S Western Ave Chicago IL 60643 990 2009-07-01 237376023 Donors Forum DONO 3125780090 208 South LaSalle No 1540 Chicago IL 606041006 Valerie S Lies 3125780090 2011-02-10 1 Hugh J Ahern CPA 7737794720 2011-02-10 2009 2016-02-24 21:20:13Z Valerie S Lies 208 South LaSalle No 1540 Chicago IL 606041006 3076634 0 X www.donorsforum.org X 1974 IL Donors 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. 23 23 35 61 0 0 2695928 2402910 718883 472631 49791 85675 29066 12856 3493668 2974072 5000 0 1788125 1699176 0 148271 1416672 1282348 3204797 2986524 288871 -12452 2160189 2224872 227459 228906 1932730 1995966 See Schedule O 0 0 2096178 5000 466987 Donors 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. 17502 18500 Chicago 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. 2113680 1 1 0 1 0 0 0 0 1 1 1 0 0 0 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 1 30 0 1 35 1 0 0 0 0 0 1 1 0 0 0 23 23 0 0 0 0 1 1 0 1 1 0 0 1 1 1 1 1 1 1 1 0 IL X X X Andreason Brown 3123278910 208 South LaSalle Suite 1540 Chicago IL 606041006 Robert Glaves 2.00 X X 0 0 0 Mae Hong 2.00 X X 0 0 0 Jeanne Kracher 2.00 X X 0 0 0 Barbara Castellan 2.00 X X 0 0 0 Stuart J Miller 3.00 X X 0 0 0 John Bouman 1.00 X 0 0 0 Donald A Cooke 1.00 X 0 0 0 Edith H Falk 1.00 X 0 0 0 Paul Goren 1.00 X 0 0 0 Lawrence N Hansen 1.00 X 0 0 0 Richard L Jones 1.00 X 0 0 0 Iris Krieg 1.00 X 0 0 0 Annika Little 1.00 X 0 0 0 Rosanna Marquez 1.00 X 0 0 0 Terry Mazany 1.00 X 0 0 0 Boyd McDowell III 1.00 X 0 0 0 James D Parsons 1.00 X 0 0 0 Elspeth Revere 1.00 X 0 0 0 Unmi Song 1.00 X 0 0 0 John Stremsterfer 1.00 X 0 0 0 Judith Stockdale 1.00 X 0 0 0 Kristina Valaitis 1.00 X 0 0 0 Ernest Vasseur 1.00 X 0 0 0 Valerie S Lies 40.00 X 193222 0 41056 Robert W Eder 40.00 X 108245 0 0 301467 0 41056 2 0 1 0 0 13000 1311828 61277 1016805 5166 2402910 Workshops & meetings 900099 346496 346496 Publications 900099 96421 96421 Consulting 900099 25600 25600 Library revenue 900099 4114 4114 472631 43308 43308 144929 102562 42367 42367 42367 Miscellaneous 900099 12856 12856 12856 2974072 485487 0 85675 5000 5000 240585 233367 6015 1203 1140464 762971 285924 91569 92752 61004 24291 7457 131683 85442 35373 10868 93692 65889 21302 6501 3093 3093 23994 23994 10014 10014 6464 5000 1464 2295 2295 123916 91934 27806 4176 262860 120567 137506 4787 276619 196231 61424 18964 128583 120502 8048 33 16168 11551 3504 1113 25249 15428 8330 1491 Outside services progra 284731 268563 16168 Book store inventory 45688 45688 Dues & memberships 32208 6409 25783 16 Staff development 18276 9929 8325 22 Bad debt 13929 4650 9279 8261 1260 6930 71 2986524 2113680 724573 148271 171536 257743 912694 710851 104307 115859 43396 34334 115933 72910 63248 43023 865008 1063062 2160189 2224872 191714 180089 786 34959 48817 227459 228906 X 1556536 1684331 365694 301135 10500 10500 1932730 1995966 2160189 2224872 X 0 1 1 X 0 X 1788504 1854923 2071478 2695928 2402910 10813743 1788504 1854923 2071478 2695928 2402910 10813743 1323249 9490494 26875 34076 33119 49791 43308 187169 582 5027 12952 29066 47627 11048539 2872562 0.85900 0.89360 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 2593 2593 2991774 2994367 299718 74930 0 0 275507 263336 310240 299718 1148801 1723202 732 2593 3325 68877 65834 77560 74930 287201 430802 10500 10500 10500 10500 1.00000 0 0 1144 753 391 75500 55587 19913 39289 16570 22719 43023 Mutual funds 1063062 F 1063062 Deferred compensation 48817 48817 2974072 2986524 -12452 75688 75688 63236 3060010 75688 10250 85938 2974072 0 2974072 2996774 10250 10250 2986524 0 2986524 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. X X X X 0 0 0 0 0 0 0 0 0 Valerie S Lies 193222 0 0 0 0 0 13858 0 27198 0 234278 0 230015 0 Form 990, Part VI, Section A, line 6 Membership 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 7a Each member shall be entitled to one vote on each matter submitted to a vote of the members. Form 990, Part VI, Section B, line 11 With 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 12c The 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 15 CEO: 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 19 Recent 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, #1 Organization's Mission Fast 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. Form 990, PART VI, PAGE 6, SECTION C, #18 Public Disclosure of 1023 The organization is not required to make its 1023 application available to the general public as it was formed prior to 07/15/1986.