Civic Intelligence

Mutual Fund Directors Forum

EIN 01-0682859 • 501(c)3 • Washington, DC

View Organization Page

Profile

The mutual fund directors forum enhances the governance of u.s. Registered funds by educating independent directors and providing them with a voice in key federal policy issues.

1501 M Street NW 1150Washington, DC 20005

www.mfdf.org

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.29x

Higher debt load relative to assets than 67% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Liabilities / Revenue

80th percentile

0.70x

Higher debt load relative to revenue than 80% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Net Margin

53rd percentile

6.0%

Higher net margin than 53% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

35th percentile

0.4%

Faster asset growth than 35% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

7.8%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • $5M-$10M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$8,124,472

Up $30,704 (+0.4%) from 2024

Liabilities

Down

$2,348,065

Down $127,631 (-5.2%) from 2024

Net Assets

Up

$5,776,407

Up $158,335 (+2.8%) from 2024

Operations
Liabilities / Revenue80th percentileNet Margin53rd percentile

Revenue

Up

$3,346,276

Up $240,748 (+7.8%) from 2024

Expenses

Up

$3,144,226

Up $286,226 (+10%) from 2024

Net Income

Down

$202,050

Down $45,478 (-18%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth35th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2012: $2,359,489Liabilities 2012: $61,448Net Assets 2012: $2,298,0412012Assets 2013: $2,353,857Liabilities 2013: $6,987Net Assets 2013: $2,346,8702013Assets 2014: $2,761,094Liabilities 2014: $6,947Net Assets 2014: $2,754,1472014Assets 2015: $3,278,709Liabilities 2015: $39,760Net Assets 2015: $3,238,9492015Assets 2016: $3,822,960Liabilities 2016: $45,504Net Assets 2016: $3,777,4562016Assets 2017: $4,019,317Liabilities 2017: $105,695Net Assets 2017: $3,913,6222017Assets 2018: $4,036,778Liabilities 2018: $44,288Net Assets 2018: $3,992,4902018Assets 2019: $4,394,442Liabilities 2019: $210,095Net Assets 2019: $4,184,3472019Assets 2020: $4,792,685Liabilities 2020: $1,589,212Net Assets 2020: $3,203,4732020Assets 2021: $5,747,986Liabilities 2021: $1,638,450Net Assets 2021: $4,109,5362021Assets 2022: $6,343,446Liabilities 2022: $1,846,975Net Assets 2022: $4,496,4712022Assets 2023: $8,045,166Liabilities 2023: $2,715,889Net Assets 2023: $5,329,2772023Assets 2024: $8,093,768Liabilities 2024: $2,475,696Net Assets 2024: $5,618,0722024Assets 2025: $8,124,472Liabilities 2025: $2,348,065Net Assets 2025: $5,776,4072025

Highlighted filing

2025

Assets$8,124,472
Liabilities$2,348,065
Net Assets$5,776,407
Open 2025 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2012: $1,586,037Expenses 2012: $1,587,430Net Income 2012: -$1,3932012Revenue 2013: $1,648,376Expenses 2013: $1,599,547Net Income 2013: $48,8292013Revenue 2014: $1,900,880Expenses 2014: $1,493,603Net Income 2014: $407,2772014Revenue 2015: $2,207,365Expenses 2015: $1,722,563Net Income 2015: $484,8022015Revenue 2016: $2,413,818Expenses 2016: $1,875,311Net Income 2016: $538,5072016Revenue 2017: $2,405,164Expenses 2017: $2,268,998Net Income 2017: $136,1662017Revenue 2018: $2,453,224Expenses 2018: $2,374,356Net Income 2018: $78,8682018Revenue 2019: $2,525,749Expenses 2019: $2,333,892Net Income 2019: $191,8572019Revenue 2020: $2,673,248Expenses 2020: $2,463,323Net Income 2020: $209,9252020Revenue 2021: $2,745,334Expenses 2021: $1,839,271Net Income 2021: $906,0632021Revenue 2022: $2,841,735Expenses 2022: $2,454,800Net Income 2022: $386,9352022Revenue 2023: $3,072,475Expenses 2023: $2,239,669Net Income 2023: $832,8062023Revenue 2024: $3,105,528Expenses 2024: $2,858,000Net Income 2024: $247,5282024Revenue 2025: $3,346,276Expenses 2025: $3,144,226Net Income 2025: $202,0502025

Highlighted filing

2025

Revenue$3,346,276
Expenses$3,144,226
Net Income$202,050
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$8,124,472
Liabilities
$2,348,065
Net assets
$5,776,407
Revenue
$3,346,276
Expenses
$3,144,226
Net income
$202,050
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.12$2.35$5.78$3.35$3.14$0.20
2024Detailed filing. Detailed filing data is available for this year.$8.09$2.48$5.62$3.11$2.86$0.25
2023Detailed filing. Detailed filing data is available for this year.$8.05$2.72$5.33$3.07$2.24$0.83
2022Detailed filing. Detailed filing data is available for this year.$6.34$1.85$4.50$2.84$2.45$0.39
2021Detailed filing. Detailed filing data is available for this year.$5.75$1.64$4.11$2.75$1.84$0.91
2020Detailed filing. Detailed filing data is available for this year.$4.79$1.59$3.20$2.67$2.46$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.39$0.21$4.18$2.53$2.33$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.04$0.04$3.99$2.45$2.37$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.02$0.11$3.91$2.41$2.27$0.14
2016Summary only. Only limited summary data is available for this year.$3.82$0.05$3.78$2.41$1.88$0.54
2015Summary only. Only limited summary data is available for this year.$3.28$0.04$3.24$2.21$1.72$0.48
2014Summary only. Only limited summary data is available for this year.$2.76$0.01$2.75$1.90$1.49$0.41
2013Summary only. Only limited summary data is available for this year.$2.35$0.01$2.35$1.65$1.60$0.05
2012Summary only. Only limited summary data is available for this year.$2.36$0.06$2.30$1.59$1.59$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2024 to Jun 30, 2025
Signed
Oct 22, 2025
Return Version
2024v5.2
Gross Receipts
$3,346,276
Mission and Program Overview

Mission

The mutual fund directors forum enhances the governance of u.s. Registered funds by educating independent directors and providing them with a voice in key federal policy issues.

MFDF strengthens the expertise of independent directors through education and peer-to-peer networking and represents their perspectives within the industry, all in service of effective fund oversight.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,775,393$6,916,807▲ $141,414
Cash and Non-Interest-Bearing Accounts$139,946$186,123▲ $46,177
Prepaid Expenses and Deferred Charges$88,744$162,738▲ $73,994
Intangible Assets$115,569$77,200▼ $38,369
Land, Buildings, and Equipment, Net$49,259$38,692▼ $10,567
Accounts Receivable$30,834$1,074▼ $29,760
Total Assets$8,093,768$8,124,472▲ $30,704
Other Assets Total$894,023$741,838▼ $152,185
Liabilities
Deferred Revenue$1,416,479$1,482,692▲ $66,213
Other Liabilities$1,015,415$843,762▼ $171,653
Accounts Payable and Accrued Expenses$43,802$21,611▼ $22,191
Total Liabilities$2,475,696$2,348,065▼ $127,631
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$5,618,072$5,776,407▲ $158,335
Total Net Assets Fund Balance$5,618,072$5,776,407▲ $158,335
Total Liabilities and Net Assets / Fund Balance$8,093,768$8,124,472▲ $30,704

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$38,692$77,431$116,123
Other Assets Org$50,101--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
Carolyn McPhillipsPresidentFT$466,197$35,607$501,804
Dianne DescoteauxSr. CounselFT$302,686$43,561$346,247
David Smith JrEVP/Gen Counsel/SecretaryPT$284,472$17,040$301,512
Sara VargoCounselFT$253,742$24,948$278,690
Young Hee KimChief of StaffFT$187,574$33,402$220,976

Board Members and Trustees

NameTitle
Andrew Buddy Donohue JrChair
Angela Brock-KyleDirector
Dina TantraDirector
Jane CarlinDirector
Lloyd WennlundDirector
Mindy PosoffDirector
Peter Gerald MaloneDirector
Rob HelmDirector
Ron ParkerDirector
Sanjeev HandaDirector
Sidney Harris retired December 2024Director
Steve ByersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,033,163
Investment Income
$313,113
Other Revenue
$0
Change in Net Assets
$202,050

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,334,683
Revenue Not Reported on Financial Statements
$11,593
Revenue Not Reported on Form 990
$-43,715
Total Revenue per Audited Statements
$3,290,968
Total Revenue per Form 990
$3,346,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$2,032,686
Other Expenses$1,111,540
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$819,363$100,467-$919,830
Current Officers, Directors, Trustees, and Key Employees$759,108$93,079-$852,187
Conferences and Meetings$408,702$721-$409,423
Occupancy$156,904$19,239-$176,143
Fees for Services Other$98,659$12,094-$110,753
Information Technology$95,726$11,738-$107,464
Other Employee Benefits$90,313$11,074-$101,387
Payroll Taxes$88,700$10,876-$99,576
Travel$63,625$7,801-$71,426
Fees for Services Accounting-$68,583-$68,583
Pension Plan Contributions$53,184$6,522-$59,706
Depreciation Depletion$45,396$5,566-$50,962
Office Expenses$43,392$7,486-$50,878
Advertising$33,030$4,049-$37,079
Fees for Service Investment Mgmnt Fees-$11,593-$11,593
Fees for Services Legal-$10,086-$10,086
Insurance-$7,150-$7,150
Total Functional Expenses$2,756,102$388,124$0$3,144,226

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,144,226
Expenses per Audited Statements$3,132,633
Total Expenses per Audited Statements$3,132,633
Expenses Not Reported on Financial Statements$11,593
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Lease liability$843,762
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, line 11B

“Prior to its filing with the IRS, the Form 990 will be submitted to the organization's Audit Committee for review and approval, with a copy being distributed to the entire board.”

Form 990, Part VI, Section B, line 12C

“The Board is required to report any conflicts as they arise. A board member who has a conflict shall disclose that conflict in writing to the board. The board member with a conflict shall not be eligible to vote on the matter that is the subject of the conflict unless the conflict is waived by a vote of the board. The minutes of the relevant meeting shall reflect the disclosure of the conflict and any board decision to waive the conflict. This policy applies to all meetings of the Board, any meeting of a committee, or subcommittee of the Board, and any situation in which a member of the Board is acting on behalf of the Board.”

Form 990, Part VI, Section B, line 15

“Each year the President determines the salary of each employee using her industry knowledge to determine appropriate compensation. These decisions are included in the annual budget, which is approved by the Board of Directors, additionally, the Board of Directors establishes the salary of the President based on their understanding of industry averages.”

Form 990, Part VI, Section C, line 19

“MFDFs Conflict of Interest Policy and financial statements are not available to the public. The governing documents are publicly available on the Form 1023.”

Filing and Contact Details

Filer

Filer Name
Mutual Fund Directors Forum
EIN
01-0682859
Phone
2025074488
Address
1501 M Street NW 1150, Washington, DC 20005

Signing Officer

Name
Carolyn McPhillips
Title
President
Phone
2025074488
Signed
2025-10-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carolyn McPhillips
Formed
2002
Legal Domicile
Dc
Voting Board Members
12
Independent Board Members
11
Employees
6
Volunteers
12

Preparer

Firm
Rogers & Company PLLC
Address
8300 Boone Boulevard Suite 600, Vienna, VA 22182
Preparer
Lori A Collingsworth
Phone
7038930300
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C:

“The Audit Committee assumes responsibility for oversight of the audit of the financial statements and selection of an independent accountant. The process is consistent with previous years.”

Financial Statement Notes

Part X, Line 2:

“Management evaluated the Forum's tax positions and concluded that the financial statements do not include any uncertain tax positions.”

Raw XML AppendixShowing 400 of 605 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt043802
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt021611
IRS990/AccountsReceivableGrp/BOYAmt030834
IRS990/AccountsReceivableGrp/EOYAmt01074
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0MFDF strengthens the expertise of independent directors through education and peer-to-peer networking and represents their perspectives within the industry, all in service of effective fund oversight.
IRS990/AdvertisingGrp/ManagementAndGeneralAmt04049
IRS990/AdvertisingGrp/ProgramServicesAmt033030
IRS990/AdvertisingGrp/TotalAmt037079
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0The Forum
IRS990/BooksInCareOfDetail/PhoneNum02025074488
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01501 M Street NW Suite 1150
IRS990/BooksInCareOfDetail/USAddress/CityNm0Washington
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0DC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020005
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0139946
IRS990/CashNonInterestBearingGrp/EOYAmt0186123
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt093079
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt0759108
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0852187
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/ManagementAndGeneralAmt0721
IRS990/ConferencesMeetingsGrp/ProgramServicesAmt0408702
IRS990/ConferencesMeetingsGrp/TotalAmt0409423
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0313113
IRS990/CYOtherExpensesAmt01111540
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt03033163
IRS990/CYRevenuesLessExpensesAmt0202050
IRS990/CYSalariesCompEmpBnftPaidAmt02032686
IRS990/CYTotalExpensesAmt03144226
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt03346276
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt01416479
IRS990/DeferredRevenueGrp/EOYAmt01482692
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt05566
IRS990/DepreciationDepletionGrp/ProgramServicesAmt045396
IRS990/DepreciationDepletionGrp/TotalAmt050962
IRS990/Desc0Member Education & Support - MFDF continued to provide tailored educational resources and networking opportunities to independent directors of registered funds and fund CCOs. These offerings, including interactive conferences, webinars, whitepapers, and working groups of directors, are designed to assist boards in fulfilling their fiduciary duties to the funds they oversee and the shareholders of those funds. The opportunities focus on providing independent directors with the information and networks to be effective both with respect to their fundamental responsibilities as well as insights into regulatory changes that impact fund boardrooms.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt02756102
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt068583
IRS990/FeesForServicesAccountingGrp/TotalAmt068583
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt010086
IRS990/FeesForServicesLegalGrp/TotalAmt010086
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt012094
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt098659
IRS990/FeesForServicesOtherGrp/TotalAmt0110753
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt011593
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt011593
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt71.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt81.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt91.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt101.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt111.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt121.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1320.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1440.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1540.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt135607
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1317040
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1443561
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1524948
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1633402
IRS990/Form990PartVIISectionAGrp/PersonNm0Andrew Buddy Donohue Jr
IRS990/Form990PartVIISectionAGrp/PersonNm1Carolyn McPhillips
IRS990/Form990PartVIISectionAGrp/PersonNm2Steve Byers
IRS990/Form990PartVIISectionAGrp/PersonNm3Angela Brock-Kyle
IRS990/Form990PartVIISectionAGrp/PersonNm4Jane Carlin
IRS990/Form990PartVIISectionAGrp/PersonNm5Sanjeev Handa
IRS990/Form990PartVIISectionAGrp/PersonNm6Sidney Harris retired December 2024
IRS990/Form990PartVIISectionAGrp/PersonNm7Rob Helm
IRS990/Form990PartVIISectionAGrp/PersonNm8Peter Gerald Malone
IRS990/Form990PartVIISectionAGrp/PersonNm9Ron Parker
IRS990/Form990PartVIISectionAGrp/PersonNm10Mindy Posoff
IRS990/Form990PartVIISectionAGrp/PersonNm11Dina Tantra
IRS990/Form990PartVIISectionAGrp/PersonNm12Lloyd Wennlund
IRS990/Form990PartVIISectionAGrp/PersonNm13David Smith Jr
IRS990/Form990PartVIISectionAGrp/PersonNm14Dianne Descoteaux
IRS990/Form990PartVIISectionAGrp/PersonNm15Sara Vargo
IRS990/Form990PartVIISectionAGrp/PersonNm16Young Hee Kim
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1466197
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13284472
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt14302686
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt15253742
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt16187574
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/TitleTxt0Chair
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Director
IRS990/Form990PartVIISectionAGrp/TitleTxt10Director
IRS990/Form990PartVIISectionAGrp/TitleTxt11Director
IRS990/Form990PartVIISectionAGrp/TitleTxt12Director
IRS990/Form990PartVIISectionAGrp/TitleTxt13EVP/Gen Counsel/Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt14Sr. Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt15Counsel
IRS990/Form990PartVIISectionAGrp/TitleTxt16Chief of Staff
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02002
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt012
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03346276
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt05
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt011738
IRS990/InformationTechnologyGrp/ProgramServicesAmt095726
IRS990/InformationTechnologyGrp/TotalAmt0107464
IRS990/InsuranceGrp/ManagementAndGeneralAmt07150
IRS990/InsuranceGrp/TotalAmt07150
IRS990/IntangibleAssetsGrp/BOYAmt0115569
IRS990/IntangibleAssetsGrp/EOYAmt077200
IRS990/InvestmentIncomeGrp/ExclusionAmt0313113
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0313113
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt077431
IRS990/LandBldgEquipBasisNetGrp/BOYAmt049259
IRS990/LandBldgEquipBasisNetGrp/EOYAmt038692
IRS990/LandBldgEquipCostOrOtherBssAmt0116123
IRS990/LegalDomicileStateCd0DC
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0The Mutual Fund Directors Forum enhances the governance of U.S. registered funds by educating independent directors and providing them with a voice in key federal policy issues.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05618072
IRS990/NetAssetsOrFundBalancesEOYAmt05776407
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-43715
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt05618072
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt05776407
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt019239
IRS990/OccupancyGrp/ProgramServicesAmt0156904
IRS990/OccupancyGrp/TotalAmt0176143
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt07486
IRS990/OfficeExpensesGrp/ProgramServicesAmt043392
IRS990/OfficeExpensesGrp/TotalAmt050878
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0894023
IRS990/OtherAssetsTotalGrp/EOYAmt0741838
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt011074
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt090313
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0101387
IRS990/OtherLiabilitiesGrp/BOYAmt01015415
IRS990/OtherLiabilitiesGrp/EOYAmt0843762
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0100467
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0819363
IRS990/OtherSalariesAndWagesGrp/TotalAmt0919830
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt010876
IRS990/PayrollTaxesGrp/ProgramServicesAmt088700
IRS990/PayrollTaxesGrp/TotalAmt099576
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt06522
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt053184
IRS990/PensionPlanContributionsGrp/TotalAmt059706
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt088744
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0162738
IRS990/PrincipalOfficerNm0Carolyn McPhillips
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0Membership dues
IRS990/ProgramServiceRevenueGrp/Desc1Conference registrations
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt02923953
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1109210
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt02923953
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1109210
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0192575
IRS990/PYOtherExpensesAmt01104497
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt02912953
IRS990/PYRevenuesLessExpensesAmt0247528
IRS990/PYSalariesCompEmpBnftPaidAmt01753503
IRS990/PYTotalExpensesAmt02858000
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03105528
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0202050
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt03033163
IRS990/SavingsAndTempCashInvstGrp/BOYAmt06775393
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06916807
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt01030000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0999999
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt01040995
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt01083687
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt01009866
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt05164547
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0313113
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0192575
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt076880
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0899
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt010803
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0594270
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt03033163
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt02912953
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt02995595
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt02840836
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt02734531
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt014517078
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0313113
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0192575
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt076880
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0899
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt010803
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0594270
IRS990ScheduleA/InvestmentIncomeCYPct00.03930
IRS990ScheduleA/InvestmentIncomePYPct00.02460
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.45870
IRS990ScheduleA/PublicSupportPY509Pct00.46390
IRS990ScheduleA/PublicSupportTotal509Amt06931826
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearAmt01442666
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus1YearAmt01529879
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus2YearsAmt01545930
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus3YearsAmt01571671
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/CurrentTaxYearMinus4YearsAmt01495106
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt07585252
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearAmt0412666
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus1YearAmt0529880
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus2YearsAmt0504935
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus3YearsAmt0487984
IRS990ScheduleA/SubstantialContributorsAmtGrp/CurrentTaxYearMinus4YearsAmt0485240
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt02420705
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt03033163
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt02912953
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt02995595
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt02840836
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt02734531
IRS990ScheduleA/Total509Grp/TotalAmt014517078
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt03346276
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt03105528
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt03072475
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt02841735
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt02745334
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt015111348
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt038692
IRS990ScheduleD/EquipmentGrp/DepreciationAmt077431
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0116123
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt011593
IRS990ScheduleD/ExpensesSubtotalAmt03132633
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt011593
IRS990ScheduleD/InvestmentExpensesNotIncldAmt011593

Document Assets

No mirrored PDF or thumbnail assets are attached yet.