UNITED PHILANTHROPY FORUM (EIN 522122029) - Form 990 Financial Analysis & Trantor Score

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1998

Legal Domicile

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.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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

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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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

Independent Members

Employees

Volunteers

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

$270,509

Total Directors

Key Employees

Highest Compensated

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

UNITED PHILANTHROPY FORUM