Nonprofit · EIN 52-2122029
UNITED PHILANTHROPY FORUM
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,636,076 | $4,579,624 | -$1,943,548 | $1,969,900 | $780,603 | $1,189,297 |
| December 31, 2023 | 990 | $3,488,354 | $4,991,763 | -$1,503,409 | $3,957,461 | $824,682 | $3,132,779 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $1,261,107
- Membership dues
- $757,351
- Program service revenue
- $1,316,199
- Investment income
- $55,949
- Other revenue
- $2,821
Expenses
- Grants and similar amounts paid
- $258,152
- Compensation of officers, directors and key employees
- $150,685
- Other salaries and wages
- $1,333,586
- Salaries, compensation and benefits (total)
- $1,764,184
- Professional fundraising fees
- $0
- Legal fees
- $2,391
- Accounting fees
- $106,888
- Occupancy
- $124,985
- Travel
- $112,421
- Depreciation
- $232,950
- Program services (functional)
- $3,834,433
- Management and general (functional)
- $616,743
- Fundraising (functional)
- $128,448
Balance sheet and other
- Total assets, start of year
- $3,957,461
- Total assets, end of year
- $1,969,900
- Total liabilities, end of year
- $780,603
- Net assets, end of year
- $1,189,297
- Land, buildings and equipment
- $236,969
- Publicly traded securities
- $130,460
- Net assets without donor restrictions
- -$166,079
- Net assets with donor restrictions
- $1,355,376
- Gross receipts
- $2,636,076
- Employees
- 12
- Volunteers
- 20
- Year formed
- 1998
- State of legal domicile
- DC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| VAL ROZANSKY | VP OF KNOWLEDGE SERVICES Key employee | 40 | $213,717 | $24,160 |
| TRACI SLATER-RIGAUD | SR. DIRECTOR OF MEMBER ENGAGEMENT Highest-paid employee | 40 | $150,841 | $35,730 |
| COURTNEY MOORE | SR. DIRECTOR OF MEMBER SERVICES Highest-paid employee | 40 | $150,841 | $19,078 |
| MATTHEW L EVANS | SR. DIRECTOR OF PUBLIC POLICY Highest-paid employee | 40 | $150,841 | $18,608 |
| DEBORAH AUBERT THOMAS | PRESIDENT & CEO Officer | 40 | $145,385 | $5,300 |
| KYLE CALDWELL | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| EDDIE TORRES | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANN ESTEBAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| MARISSA TIRONA | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| NICHOLAS ALMEIDA | TRUSTEE Trustee or director | 1 | $0 | $0 |
| AMANDA ANDERE | TRUSTEE (DEPARTED 07/16/2024) Trustee or director | 1 | $0 | $0 |
| AMALIA BRINDIS DELGADO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KRISTEN CAMBELL | TRUSTEE (DEPARTED 07/16/2024) Trustee or director | 1 | $0 | $0 |
| DENA CHADWICK | TRUSTEE Trustee or director | 1 | $0 | $0 |
| ALICE HOM | TRUSTEE Trustee or director | 1 | $0 | $0 |
10 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LASHANDA JACKSON | TRUSTEE Trustee or director | 1 | $0 |
| PHILIP LI | TRUSTEE (DEPARTED 07/16/2024) Trustee or director | 1 | $0 |
| LAURIE LILES | TRUSTEE Trustee or director | 1 | $0 |
| SARAH MANN WILLCOX | TRUSTEE Trustee or director | 1 | $0 |
| KARI MCCANN BOUTELL | TRUSTEE Trustee or director | 1 | $0 |
| KRISTEN RUFF | TRUSTEE Trustee or director | 1 | $0 |
| ERIK STEGMAN | TRUSTEE Trustee or director | 1 | $0 |
| MEGAN THOMAS | TRUSTEE Trustee or director | 1 | $0 |
| MARCUS WALTON | TRUSTEE Trustee or director | 1 | $0 |
| PAT SMITH | TRUSTEE (DEPARTED 01/03/2024) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 24 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| DAVID BIEMESDERFER | PRESIDENT & CEO Officer | 40 | $240,116 | $30,393 |
| VAL ROZANSKY | VP OF KNOWLEDGE SERVICES Highest-paid employee | 40 | $202,177 | $21,062 |
| COURTNEY MOORE | SR. DIRECTOR OF MEMBER SERVICES Highest-paid employee | 40 | $140,660 | $15,244 |
| MATTHEW L EVANS | SR. DIRECTOR OF PUBLIC POLICY Highest-paid employee | 40 | $140,460 | $15,228 |
| TRACI SLATER-RIGAUD | SR. DIRECTOR OF MEMBER ENGAGEMENT Highest-paid employee | 40 | $126,454 | $21,327 |
| EDDIE TORRES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PHILIP LI | DIRECTOR Trustee or director | 1 | $0 | $0 |
| AMALIA BRINDIS DELGADO | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ANDREASON BROWN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LASHANDA JACKSON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DENA CHADWICK | DIRECTOR Trustee or director | 1 | $0 | $0 |
| LAURIE LILES | DIRECTOR Trustee or director | 1 | $0 | $0 |
| SARAH MANN WILLCOX | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KRISTEN RUFF | DIRECTOR Trustee or director | 1 | $0 | $0 |
| PAT SMITH | DIRECTOR Trustee or director | 1 | $0 | $0 |
| ERIK STEGMAN | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARCUS WALTON | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KYLE CALDWELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| KARI MCCANN BOUTELL | DIRECTOR Trustee or director | 1 | $0 | $0 |
| MARISSA TIRONA | DIRECTOR Trustee or director | 1 | $0 | $0 |
| DEBORAH AUBERT THOMAS | SECRETARY Trustee or director, Officer | 1 | $0 | $0 |
| KRISTEN CAMPBELL | VICE CHAIR Trustee or director, Officer | 1 | $0 | $0 |
| ANN ESTEBAN | TREASURER Trustee or director, Officer | 1 | $0 | $0 |
| AMANDA MISIKO ANDERE | CHAIR Trustee or director, Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1629 K ST NW STE 300, WASHINGTON, DC 20006-1631
- Principal officer (990 for 2024)
- DEBORAH AUBERT THOMAS, 1020 19TH STREET NW 360, WASHINGTON, DC 20036
- Signed the 990
- DEBORAH AUBERT THOMAS, PRESIDENT & CEO
- Phone
- (202) 869-4327
- Website
- WWW.UNITEDPHILFORUM.ORG
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
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 accomplishments
- 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.Expenses $1,297,688 · revenue $976,279
- 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 INFRASTRUCTURE ORGANIZATIONS, INCLUDING AN ANNUAL COMPENSATION & BENEFITS SURVEY; 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.Expenses $2,536,745 · grants $258,152 · revenue $339,920
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 52-2122029
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T30)
- Assets (IRS master file)
- $1,969,900
- Income (IRS master file)
- $2,636,076
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,636,076 | $4,579,624 | $1,969,900 | XML |
| 990 | December 2023 | $3,488,354 | $4,991,763 | $3,957,461 | XML |
| 990 | December 2022 | $4,306,315 | $4,440,249 | $5,726,762 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 52-2122029).
Questions about UNITED PHILANTHROPY FORUM
- What is the EIN of UNITED PHILANTHROPY FORUM?
- The employer identification number (EIN) of UNITED PHILANTHROPY FORUM is 52-2122029.
- Is UNITED PHILANTHROPY FORUM tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2015.
- Are donations to UNITED PHILANTHROPY FORUM tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does UNITED PHILANTHROPY FORUM file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of UNITED PHILANTHROPY FORUM due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED PHILANTHROPY FORUM last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of UNITED PHILANTHROPY FORUM?
- The 990 for the year ended December 31, 2024 names DEBORAH AUBERT THOMAS.
- Who are the officers and directors of UNITED PHILANTHROPY FORUM?
- The 990 for the year ended December 31, 2024 lists 25 people; 5 received compensation from the organization, the highest $213,717 (VAL ROZANSKY, VP OF KNOWLEDGE SERVICES).
- How much revenue does UNITED PHILANTHROPY FORUM have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,636,076, expenses of $4,579,624 and total assets of $1,969,900 at year end.
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All nonprofits in WASHINGTON · District of Columbia · Philanthropy, voluntarism and grantmaking foundations