Nonprofit · EIN 65-0617866
ASSOCIATION OF SMALL FOUNDATIONS
Tax-exempt · WASHINGTON, DC 20035
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,267,087 | $3,343,665 | -$76,578 | $3,694,614 | $1,008,834 | $2,685,780 |
| December 31, 2024 | 990 | $3,730,408 | $3,903,813 | -$173,405 | $3,716,252 | $951,533 | $2,764,719 |
| December 31, 2023 | 990 | $3,470,895 | $3,707,406 | -$236,511 | $4,079,026 | $934,203 | $3,144,823 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $799,084
- Program service revenue
- $2,245,027
- Investment income
- $120,218
- Royalties
- $95,264
- Other revenue
- $102,758
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $350,725
- Other salaries and wages
- $1,332,908
- Salaries, compensation and benefits (total)
- $1,992,896
- Professional fundraising fees
- $0
- Legal fees
- $19,082
- Accounting fees
- $131,750
- Occupancy
- $20,103
- Travel
- $34,851
- Program services (functional)
- $2,509,993
- Management and general (functional)
- $382,986
- Fundraising (functional)
- $450,686
Balance sheet and other
- Total assets, start of year
- $3,716,252
- Total assets, end of year
- $3,694,614
- Total liabilities, end of year
- $1,008,834
- Net assets, end of year
- $2,685,780
- Publicly traded securities
- $5,035
- Net assets without donor restrictions
- $2,317,478
- Net assets with donor restrictions
- $368,302
- Gross unrelated business income
- $7,000
- Gross receipts
- $3,267,087
- Employees
- 19
- Volunteers
- 60
- Year formed
- 1995
- State of legal domicile
- DE
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL D DAUGHERTY | CEO Officer | 50 | $297,424 | $53,300 |
| KATY MOORE | MANAGING DIR, ADVANCEMENT Highest-paid employee | 40 | $152,736 | $34,674 |
| KELLY STORMER | MANAGING DIR, OPERATIONS & PEOPLE Highest-paid employee | 40 | $148,500 | $6,066 |
| ANDY CARROLL | SENIOR ADVISOR Highest-paid employee | 40 | $111,024 | $22,053 |
| NINA COHEN | CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| COURTNEY RICE | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| RICHARD RIBEIRO | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| DIANA BUCCO | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| DEBRA MONIZ | SECRETARY (UNTIL 11/13/2025) Trustee or director, Officer | 6 | $0 | $0 |
| HENRY RAEL | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| RAHSAAN HARRIS | PAST CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| CAROL GALLO | MEMBER Trustee or director | 3 | $0 | $0 |
| DR TOYA GRAHAM | MEMBER Trustee or director | 3 | $0 | $0 |
| TAYLOR GRAY | MEMBER (UNTIL 11/13/2025) Trustee or director | 3 | $0 | $0 |
| JEREMY GRUNIN | MEMBER (FROM 11/12/2025) Trustee or director | 3 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANGELA HULT | MEMBER Trustee or director | 3 | $0 |
| TINA KIMBROUGH | MEMBER Trustee or director | 3 | $0 |
| KEAHI MAKAIMOKU | MEMBER (FROM 11/12/2025) Trustee or director | 3 | $0 |
| JENNIFER OERTEL | MEMBER Trustee or director | 3 | $0 |
| SANDRA SWIRSKI | MEMBER Trustee or director | 3 | $0 |
| JENNA WACHTMANN | MEMBER Trustee or director | 3 | $0 |
990 for the year ended December 31, 2024: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL D DAUGHERTY | CEO Officer | 50 | $296,980 | $40,651 |
| LAUREN KOTKIN | SENIOR DIRECTOR, EDUCATION Highest-paid employee | 40 | $135,717 | $22,603 |
| KATY MOORE | MANAGING DIRECTOR, ADVANCEMENT Highest-paid employee | 40 | $132,775 | $17,971 |
| SERENITY GREENFIELD | SENIOR DIRECTOR, RRR Highest-paid employee | 40 | $125,370 | $20,149 |
| ANDY CARROLL | SENIOR ADVISOR Highest-paid employee | 40 | $102,322 | $26,837 |
| NINA COHEN | CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| COURTNEY RICE | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| RICHARD RIBEIRO | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| DEBRA MONIZ | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| RAHSAAN HARRIS | MEMBER, PAST CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| CAROL GALLO | MEMBER Trustee or director | 3 | $0 | $0 |
| DIANA BUCCO | MEMBER Trustee or director | 3 | $0 | $0 |
| TOYA GRAHAM | MEMBER Trustee or director | 3 | $0 | $0 |
| TAYLOR GRAY | MEMBER Trustee or director | 3 | $0 | $0 |
| ANGELA HULT | MEMBER Trustee or director | 3 | $0 | $0 |
| JENNIFER OERTEL | MEMBER Trustee or director | 3 | $0 | $0 |
| SANDRA SWIRSKI | MEMBER Trustee or director | 3 | $0 | $0 |
| JENNA WACHTMANN | MEMBER Trustee or director | 3 | $0 | $0 |
| TINA KIMBROUGH | MEMBER (FROM 11/13/24) Trustee or director | 3 | $0 | $0 |
| HENRY RAEL | MEMBER (FROM 11/13/24) Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PAUL D DAUGHERTY | CEO Officer | 50 | $347,906 | $14,106 |
| SERENITY GREENFIELD | SENIOR DIRECTOR, RRR Highest-paid employee | 40 | $132,227 | $9,924 |
| LAUREN KOTKIN | SENIOR DIRECTOR, EDUCATION Highest-paid employee | 40 | $122,575 | $17,874 |
| AFIA AMOBEAA-SAKYI | DIRECTOR, EQUITY AND INCLU Highest-paid employee | 40 | $111,750 | $12,132 |
| ANDY CARROLL | SENIOR ADVISOR Highest-paid employee | 40 | $106,518 | $11,271 |
| DANIELLE MATHISON | VICE CHAIR Trustee or director, Officer | 3 | $0 | $0 |
| RAHSAAN HARRIS | CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| NINA COHEN | VICE CHAIR Trustee or director, Officer | 6 | $0 | $0 |
| RICHARD RIBEIRO | TREASURER Trustee or director, Officer | 6 | $0 | $0 |
| CAROL GALLO | MEMBER Trustee or director | 3 | $0 | $0 |
| TAYLOR GRAY | MEMBER Trustee or director | 3 | $0 | $0 |
| ELIOT GREEN | MEMBER AND OFFICER AT LARGE Trustee or director | 3 | $0 | $0 |
| ANGELA HULT | MEMBER Trustee or director | 3 | $0 | $0 |
| DEBRA MONIZ | MEMBER AND OFFICER AT LARGE Trustee or director | 3 | $0 | $0 |
| JENNIFER OERTEL | MEMBER Trustee or director | 3 | $0 | $0 |
| COURTNEY RICE | SECRETARY Trustee or director, Officer | 6 | $0 | $0 |
| SANDRA SWIRSKI | MEMBER Trustee or director | 3 | $0 | $0 |
| DIANA BUCCO | MEMBER Trustee or director | 3 | $0 | $0 |
| TOYA GRAHAM | MEMBER Trustee or director | 3 | $0 | $0 |
| JENNA WACHTMANN | MEMBER Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 65607, WASHINGTON, DC 20035-5607
- In care of
- % WINSOME D MCINTOSH
- Principal officer (990 for 2025)
- PAUL D DAUGHERTY, PO BOX 65607, WASHINGTON, DC 200355607
- Signed the 990
- PAUL D DAUGHERTY, CEO
- Phone
- (202) 580-6560
- Website
- WWW.EXPONENTPHILANTHROPY.ORG
- Return prepared by
- COUNCILOR BUCHANAN & MITCHELL PC
Mission
TO AMPLIFY & INCREASE THE IMPACT OF LEAN FUNDERS IN ORDER TO TRANSFORM COMMUNITIES THROUGH INFORMED GIVING. WITH MORE THAN 1,500 MEMBERS IN EVERY CORNER OF THE US, WE ARE A NATIONWIDE NETWORK OF COMMUNITY CONNECTED PHILANTHROPY LEADERS, DONORS & FUNDERS WITH LEAN OPERATIONS.
Program accomplishments
- PROGRAMS: FOSTER LEARNING, COLLABORATION, AND KNOWLEDGE SHARING TO DEEPEN MEMBER EXPERTISE AND PROFESSIONAL DEVELOPMENT. IN 2025, WE ENGAGED 1824 PROFESSIONALS ACROSS 22 WEBINARS, PEER CIRCLES, ROUNDTABLES, AND COHORT PROGRAMS FOCUSED ON CATALYTIC LEADERSHIP IN PHILANTHROPY, RACIAL EQUITY, DISABILITY INCLUSION AND NEXT-GENERATION READINESS TAILORED FOR THE LEAN FUNDING COMMUNITY.Expenses $1,875,054
- CONFERENCE: EXPONENT PHILANTHROPY'S ANNUAL CONFERENCE IS THE PREMIER GATHERING FOR LEAN FUNDERS. HELD ANNUALLY, THE CONFERENCE OFFERS A UNIQUE SPACE FOR PHILANTHROPISTS TO CONNECT, SHARE EXPERIENCES, AND LEARN FROM ONE ANOTHER. IN 2025, THE CONFERENCE CONVENED ALMOST 500 PARTICIPANTS IN COLUMBUS, OH. WITH OVER 45 SESSIONS FEATURING 100+ SPEAKERS, PRESENTERS AND EXPERTS, THIS YEAR'S AGENDA SHOWCASED BOLD IDEAS AND STRATEGIES TO ADVANCE PHILANTHROPIC MISSIONS. THE EVENT FEATURES A VARIETY OF SESSIONS, INCLUDING WORKSHOPS, PLENARIES, AND SITE VISITS, COVERING TOPICS SUCH AS CATALYTIC PHILANTHROPY, EQUITY-CENTERED PRACTICES, AND FOUNDATION MANAGEMENT FUNDAMENTALS.Expenses $508,257
- RESEARCH: GATHERS, ANALYZES, AND SHARES DATA THAT HELPS LEAN FUNDERS AND DONORS MAKE MORE INFORMED DECISIONS. IT PRODUCES PRACTICAL, ACTIONABLE INSIGHTS THROUGH SURVEYS, BENCHMARKING REPORTS, AND EVALUATIONS OF PHILANTHROPIC PRACTICES THAT ARE DESIGNED TO HELP FOUNDATIONS OPERATE EFFECTIVELY, FOSTER EQUITY AND MEET COMPLIANCE STANDARDS. OUR SIGNATURE ANNUAL REPORT, WITH OVER 1000 DOWNLOADS IN 2025, THE FOUNDATIONS OPERATIONS & MANAGEMENT REPORT (FOMR) OFFERS KEY INSIGHTS INTO THE LATEST TRENDS, BENCHMARKS, AND BEST PRACTICES SHAPING LEAN PHILANTHROPY.Expenses $126,682
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 | 990 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
- 65-0617866
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (509(a)(2))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T70)
- Assets (IRS master file)
- $3,694,614
- Income (IRS master file)
- $3,267,087
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,267,087 | $3,343,665 | $3,694,614 | XML |
| 990-T | December 2025 | – | – | – | IRS |
| 990 | December 2024 | $3,730,408 | $3,903,813 | $3,716,252 | XML |
| 990-T | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $3,470,895 | $3,707,406 | $4,079,026 | XML |
| 990-T | December 2023 | – | – | – | IRS |
| 990 | December 2022 | $2,648,014 | $3,892,723 | $5,151,279 | IRS |
| 990-T | December 2022 | – | – | – | 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 65-0617866).
Questions about ASSOCIATION OF SMALL FOUNDATIONS
- What is the EIN of ASSOCIATION OF SMALL FOUNDATIONS?
- The employer identification number (EIN) of ASSOCIATION OF SMALL FOUNDATIONS is 65-0617866.
- Is ASSOCIATION OF SMALL FOUNDATIONS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1996.
- Are donations to ASSOCIATION OF SMALL FOUNDATIONS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ASSOCIATION OF SMALL FOUNDATIONS 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 ASSOCIATION OF SMALL FOUNDATIONS due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION OF SMALL FOUNDATIONS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of ASSOCIATION OF SMALL FOUNDATIONS?
- The 990 for the year ended December 31, 2025 names PAUL D DAUGHERTY.
- Who are the officers and directors of ASSOCIATION OF SMALL FOUNDATIONS?
- The 990 for the year ended December 31, 2025 lists 21 people; 4 received compensation from the organization, the highest $297,424 (PAUL D DAUGHERTY, CEO).
- How much revenue does ASSOCIATION OF SMALL FOUNDATIONS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,267,087, expenses of $3,343,665 and total assets of $3,694,614 at year end.
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All nonprofits in WASHINGTON · District of Columbia · Philanthropy, voluntarism and grantmaking foundations