UNITED PHILANTHROPY FORUM Charity Report

Public IRS 990 nonprofit record

UNITED PHILANTHROPY FORUM

EIN 52-2122029 · Public Foundations (T30)

What they do

AS THE LARGEST and MOST DIVERSE NETWORK IN AMERICAN PHILANTHROPY, UNITED PHILANTHROPY FORUM HOLDS A UNIQUE POSITION IN THE SOCIAL SECTOR to HELP INCREASE PHILANTHROPYS 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.

Before you give

Should I give to this charity?

Easy charity check

Look at where the money went

Of every $100 spent, about $83.70 was reported for mission work. Use the spending picture below and ask what results that work produced.

Plain answer: A tax form cannot prove that a charity is doing good. It can show how the charity says it spent its money—and point out questions you should ask.

Basic facts we verified

IRS warning checkNo IRS revocation warning appears in this data.

Money report from 2024The charity has a recent tax report to read.

They explain their jobThe charity tells us what it is trying to do.

They name their leaders25 people are listed in the latest report.

You can reach themThey list contact information, so you can ask questions.

Money made simple

145.46%of revenue went to mission work83.7% of expenses · Program services

4.87%of revenue went to fundraising2.8% of expenses

$173.73spent for every $100 of revenueSpending was higher than revenue this year.

23.40%of revenue went to management and office costs13.5% of expenses

$0.43in assets for every $1 spent this yearSome assets cannot be spent right away.

47.8%of its money came from giftsOther money may come from services or investments.

Ask these three easy questions

Who did you help? Ask for a recent story or report that shows real results.
What will my money do? Ask exactly what your gift will pay for.
Is this really the charity? Give only through its official website or confirmed phone number.

Worth asking: Expenses exceeded revenue by $1,943,548 this year. Ask whether that was planned or caused by a one-time event.

Pay context: The highest compensation shown in this filing is $237,877 for VAL ROZANSKY (VP OF KNOWLEDGE SERVICES). Compare pay with organizations of similar size and complexity.

Bottom line: Do not decide from a name, mission statement, or tax status alone. Look at where the money went, then ask what changed, who was helped, and what your gift will do. YouCanGiveBack does not endorse or grade organizations.

Money

Financial picture

Tax year 2024

A plain-language look at the latest Form 990 figures available. These numbers help you ask better questions; they do not, by themselves, rate whether a charity is good or bad.

$100revenue

How each $100 of revenue was used

The large number compares each expense with revenue. The smaller number shows its share of total expenses.

Total reported revenue$2,636,076

Mission workProgram services$3,834,433145.46% of revenue83.7% of expenses

ManagementOffice and general costs$616,74323.40% of revenue13.5% of expenses

FundraisingAsking for donations$128,4484.87% of revenue2.8% of expenses

Total expenses$4,579,624173.73% of revenue

Expenses were greater than revenue, so the colored ring fills the available $100 and the total above 100% is shown below.

Has the pattern changed?

Colored bars = expense mix: how each year’s expenses were divided. Total expenses vs. revenue shows whether the charity spent less or more than it received. The current filing is first.

YearExpense mixDetails

2024CurrentExpense mix: 83.7% mission · 13.5% management · 2.8% fundraisingTotal expenses: 173.73% of revenue

2023Expense mix: 82.0% mission · 15.4% management · 2.6% fundraisingTotal expenses: 143.10% of revenue

2022Expense mix: 82.2% mission · 15.4% management · 2.5% fundraisingTotal expenses: 103.11% of revenue

2021Expense mix: 78.6% mission · 19.4% management · 2.0% fundraisingTotal expenses: 61.36% of revenue

2020Expense mix: 93.6% mission · 5.1% management · 1.3% fundraisingTotal expenses: 93.80% of revenue

2019Expense mix: 64.2% mission · 33.1% management · 2.8% fundraisingTotal expenses: 81.55% of revenue

2018Expense mix: 84.5% mission · 14.7% management · 0.9% fundraisingTotal expenses: 87.32% of revenue

Money in and money out

Revenue$2,636,076

Expenses$4,579,624

Annual shortfall $1,943,548 Expenses were higher than revenue for this filing year.

Reported spending amounts

Mission work means the Form 990 category called program services. These are reported accounting categories—not an independent measurement of results.

Mission work (program services)$3,834,433 · 83.7% of expenses

Management and office costs$616,743 · 13.5% of expenses

Fundraising$128,448 · 2.8% of expenses

See all reported dollar amounts

Revenue$2,636,076

Expenses$4,579,624

Assets$1,969,900

Income$2,636,076

Contributions$1,261,107

Mission work (program services)$3,834,433

Fundraising$128,448

Grants given$9,876,910

Average grant$54,872

Management and general$616,743

Stocks and bonds$130,460

Accounting fees$106,888

Investing fees$3,374

People

Leadership and board

Tax year 2024

Names, titles, time, and compensation below are reported by the organization on its Form 990.

People reported as paid

Person and titleCompensation

VAL ROZANSKYVP OF KNOWLEDGE SERVICES · 40 hrs/week $237,877Base $213,717 · Other $24,160

TRACI SLATER-RIGAUDSR. DIRECTOR OF MEMBER ENGAGEMENT · 40 hrs/week $186,571Base $150,841 · Other $35,730

COURTNEY MOORESR. DIRECTOR OF MEMBER SERVICES · 40 hrs/week $169,919Base $150,841 · Other $19,078

MATTHEW L EVANSSR. DIRECTOR OF PUBLIC POLICY · 40 hrs/week $169,449Base $150,841 · Other $18,608

DEBORAH AUBERT THOMASPRESIDENT & CEO · 40 hrs/week $150,685Base $145,385 · Other $5,300

Compensation alone does not tell whether pay is reasonable. Consider the charity’s size, work, location, and results.

See everyone listed on the board or leadership roster (25)

VAL ROZANSKYVP OF KNOWLEDGE SERVICES

TRACI SLATER-RIGAUDSR. DIRECTOR OF MEMBER ENGAGEMENT

COURTNEY MOORESR. DIRECTOR OF MEMBER SERVICES

MATTHEW L EVANSSR. DIRECTOR OF PUBLIC POLICY

DEBORAH AUBERT THOMASPRESIDENT & CEO

KYLE CALDWELLCHAIR

SARAH MANN WILLCOXTRUSTEE

PHILIP LITRUSTEE (DEPARTED 07/16/2024)

PAT SMITHTRUSTEE (DEPARTED 01/03/2024)

NICHOLAS ALMEIDATRUSTEE

MEGAN THOMASTRUSTEE

MARISSA TIRONASECRETARY

MARCUS WALTONTRUSTEE

LAURIE LILESTRUSTEE

LASHANDA JACKSONTRUSTEE

ALICE HOMTRUSTEE

KRISTEN RUFFTRUSTEE

KRISTEN CAMBELLTRUSTEE (DEPARTED 07/16/2024)

KARI MCCANN BOUTELLTRUSTEE

ERIK STEGMANTRUSTEE

EDDIE TORRESVICE CHAIR

DENA CHADWICKTRUSTEE

ANN ESTEBANTREASURER

AMANDA ANDERETRUSTEE (DEPARTED 07/16/2024)

AMALIA BRINDIS DELGADOTRUSTEE

About this charity

Recognized since: January 2015
Location: 1020 19TH STREET NW 360, WASHINGTON, DC 20036
County: District of Columbia
In care of: DEBORAH AUBERT THOMAS
Primary officer: DEBORAH AUBERT THOMAS, PRESIDENT & CEO

How to reach them

WebsiteVisit the charity’s website Emailinfo@unitedphilforum.org Phone(202) 869-4327

Filing and classification

Latest tax year: 2024
Tax period began: January 1, 2024
Return type: 990
Tax preparer: CLARK SCHAEFER HACKETT & CO
NTEE classification: Public Foundations (T30)
IRS tax category: Public Foundations
Grant-giving organization: Yes