UNITED PHILANTHROPY FORUM

EIN: 522122029 501(c)(3) Philanthropy & Grantmaking

WASHINGTON, DC

Total Revenue
$3,488,354
Total Expenses
$4,991,763
Total Assets
$3,957,461
Net Assets
$3,132,779
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Financial Vulnerability Assessment (Tuckman-Chang)

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Financial Trends

Organization Details

Formation Year
1998
Legal Domicile
DC
Principal Officer
DEBORAH AUBERT THOMAS
Phone
2028694327
Tax Period
2023-01-01 to 2023-12-31

UNITED PHILANTHROPY FORUM, founded in 1998, is a community nonprofit in the Philanthropy & Grantmaking sector that reported $3.5M in total revenue in fiscal year 2023. Revenue decreased 19% compared to the prior year. Expenses of $5.0M exceeded revenue, resulting in a 43% operating deficit.

Mission

AS THE LARGEST AND MOST DIVERSE NETWORK IN AMERICAN PHILANTHROPY, UNITED PHILANTHROPY FORUM HOLDS A UNIQUE POSITION IN THE SOCIAL SECTOR TO HELP INCREASE PHILANTHROPY'S IMPACT IN COMMUNITIES ACROSS THE COUNTRY. WE HELP PEOPLE WHO DO GOOD TO DO GOOD BETTER. THE FORUM IS A MEMBERSHIP NETWORK OF MORE THAN 90 REGIONAL AND NATIONAL PHILANTHROPY-SERVING ORGANIZATIONS (PSOS), REPRESENTING MORE THAN 7,000 FOUNDATIONS FUNDERS, WHO WORK TO MAKE PHILANTHROPY BETTER. THE FORUM ENVISIONS A COURAGEOUS PHILANTHROPIC SECTOR THAT CATALYZES A JUST AND EQUITABLE SOCIETY WHERE ALL CAN PARTICIPATE AND PROSPER.

Program Service Accomplishments

Program 1
Expenses: $1,539,069 Revenue: $985,596

KNOWLEDGE SERVICES:MANY OF THE FORUM'S REGIONAL AND NATIONAL PSO MEMBERS PARTICIPATE IN THE FORUM'S UNIQUE, STATE-OF-THE-ART SHARED TECHNOLOGY PLATFORM, KNOWN AS THE KNOWLEDGE MANAGEMENT (KM)...

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KNOWLEDGE SERVICES:MANY OF THE FORUM'S REGIONAL AND NATIONAL PSO MEMBERS PARTICIPATE IN THE FORUM'S UNIQUE, STATE-OF-THE-ART SHARED TECHNOLOGY PLATFORM, KNOWN AS THE KNOWLEDGE MANAGEMENT (KM) COLLABORATIVE, WHICH OFFERS MEMBERS AN INTEGRATED CONSTITUENT RELATIONSHIP MANAGEMENT (CRM) SOLUTION AND A SOPHISTICATED WEBSITE CONTENT MANAGEMENT SYSTEM (CMS). FORUM MEMBERS ARE ABLE TO USE THIS PLATFORM FOR A FRACTION OF WHAT IT WOULD HAVE COST THEM TO DEVELOP A SIMILAR PLATFORM ON THEIR OWN. THEY RECEIVE ONGOING SUPPORT FROM THE FORUM TEAM AND ARE PART OF AN ACTIVE USER COMMUNITY OF PEERS.

Program 2
Expenses: $2,553,896 Revenue: $370,285

PROGRAM, COMMUNICATIONS & SERVICES:THE FORUM PROVIDES A WIDE RANGE OF PROGRAMS, COMMUNICATIONS AND OTHER SERVICES TO BUILD THE CAPACITY OF OUR MEMBERS TO ADVANCE, MOBILIZE, CONVENE, INFORM AND...

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PROGRAM, COMMUNICATIONS & SERVICES:THE FORUM PROVIDES A WIDE RANGE OF PROGRAMS, COMMUNICATIONS AND OTHER SERVICES TO BUILD THE CAPACITY OF OUR MEMBERS TO ADVANCE, MOBILIZE, CONVENE, INFORM AND SUPPORT PHILANTHROPY. THIS INCLUDES AN ANNUAL CONFERENCE AND OTHER EDUCATION PROGRAMS THROUGHOUT THE YEAR; A WIDE RANGE OF PEER COMMUNITY NETWORKING OPPORTUNITIES FOR PSO STAFF WITH MANY DIFFERENT JOB FUNCTIONS AND LEVELS OF EXPERIENCE; DATA AND KNOWLEDGE TO INFORM THE WORK OF REGIONAL AND NATIONAL PHILANTHROPY-SERVING ORGANIZATIONS (PSOS), INCLUDING AN ANNUAL COMPENSATION & BENEFITS SURVEY FOR PSOS; ONGOING TECHNICAL ASSISTANCE; PUBLIC POLICY AND ADVOCACY WORK TO BUILD THE CAPACITY OF OUR MEMBERS TO ENGAGE IN PUBLIC POLICY; ONGOING COMMUNICATIONS THAT BOTH INFORM AND LIFT UP THE WORK OF OUR MEMBERS, THROUGH A REGULAR NEWSLETTER, SOCIAL MEDIA, ACTIVE LISTSERVS AND OTHER MEANS; AND NUMEROUS OTHER CAPACITY-BUILDING EFFORTS. WE ALSO PROVIDE ONGOING PROGRAMS AND SERVICES TO HELP OUR MEMBERS ADVANCE RACIAL EQUITY IN THEIR ORGANIZATIONS AND WITH THEIR FOUNDATION MEMBERS, INCLUDING A RACIAL EQUITY CAPACITY ASSESSMENT FOR PSOS, A RACIAL EQUITY PEER LEARNING COHORT, ONGOING RACIAL EQUITY-FOCUSED PROGRAMS AND MORE.

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Trantor Score

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $2,096,498
Program Service Revenue $1,355,881
Investment Income $30,775
Other Revenue $5,200
TOTAL REVENUE $3,488,354

Expense Breakdown

Grants Paid $14,250
Salaries & Benefits $1,831,633
Fundraising Expenses $128,911
Program Expenses $4,092,965
Other Expenses $3,145,880
TOTAL EXPENSES $4,991,763

Year-over-Year Comparison

2023 2022 Change
Revenue $3,488,354 $4,306,315 -0.2%
Expenses $4,991,763 $4,440,249 +0.1%
Net Income $-1,503,409 $-133,934 +10.2%
Key Indicators
Grants to Organizations Grants to Individuals Lobbying Political Activity Foreign Activities Donor Advised Fund Schedule B Required
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Liquidity & Cash Position

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Governance

Voting Members
19
Independent Members
19
Employees
13
Volunteers
19

Governance Policies

Conflict of Interest Policy
Whistleblower Policy
Document Retention Policy

Special Practices & Reported Activities

Operated a School
Operated a Hospital
Provided First Class Travel
Reported Conflict of Interest
Reported Asset Diversion
Excess Benefit Transaction
Made Political Expenditures
Engaged in Lobbying
Operated Donor Advised Fund
Maintained Art Collections
Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
5
$270,509
Total Directors
19
$0
Key Employees
0
$0
Highest Compensated
4
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
DAVID BIEMESDERFER PRESIDENT & CEO 40.00
Officer
$240,116 $30,393 $270,509
VAL ROZANSKY VP OF KNOWLEDGE SERVICES 40.00
Highest
$202,177 $21,062 $223,239
COURTNEY MOORE SR. DIRECTOR OF MEMBER SERVICES 40.00
Highest
$140,660 $15,244 $155,904
MATTHEW L EVANS SR. DIRECTOR OF PUBLIC POLICY 40.00
Highest
$140,460 $15,228 $155,688
TRACI SLATER-RIGAUD SR. DIRECTOR OF MEMBER ENGAGEMENT 40.00
Highest
$126,454 $21,327 $147,781
EDDIE TORRES DIRECTOR 1.00
Director
$0 $0 $0
PHILIP LI DIRECTOR 1.00
Director
$0 $0 $0
AMALIA BRINDIS DELGADO DIRECTOR 1.00
Director
$0 $0 $0
ANDREASON BROWN DIRECTOR 1.00
Director
$0 $0 $0
LASHANDA JACKSON DIRECTOR 1.00
Director
$0 $0 $0
DENA CHADWICK DIRECTOR 1.00
Director
$0 $0 $0
LAURIE LILES DIRECTOR 1.00
Director
$0 $0 $0
SARAH MANN WILLCOX DIRECTOR 1.00
Director
$0 $0 $0
KRISTEN RUFF DIRECTOR 1.00
Director
$0 $0 $0
PAT SMITH DIRECTOR 1.00
Director
$0 $0 $0
ERIK STEGMAN DIRECTOR 1.00
Director
$0 $0 $0
MARCUS WALTON DIRECTOR 1.00
Director
$0 $0 $0
KYLE CALDWELL DIRECTOR 1.00
Director
$0 $0 $0
KARI MCCANN BOUTELL DIRECTOR 1.00
Director
$0 $0 $0
MARISSA TIRONA DIRECTOR 1.00
Director
$0 $0 $0
DEBORAH AUBERT THOMAS SECRETARY 1.00
Officer Director
$0 $0 $0
KRISTEN CAMPBELL VICE CHAIR 1.00
Officer Director
$0 $0 $0
ANN ESTEBAN TREASURER 1.00
Officer Director
$0 $0 $0
AMANDA MISIKO ANDERE CHAIR 1.00
Officer Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 No data No data No data No data
2023 $3,488,354 $4,991,763 $3,957,461 $-1,503,409
2022 $4,306,315 $4,440,249 $5,726,762 $-133,934
2021 $5,361,017 $3,289,708 $5,155,571 $2,071,309
2020 $13,259,807 $12,437,802 $3,189,665 $822,005
2019 $3,391,544 $2,765,798 $2,224,565 $625,746
2018 $2,964,332 $2,588,527 $1,586,043 $375,805
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