Civic Intelligence

Association of Small Foundations

990 • Fiscal year 2013 • EIN 65-0617866

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 08, 2014

1720 N Street NW20036-2907

(202) 580-6560

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

65th percentile

0.28x

Higher debt load relative to assets than 65% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

69th percentile

0.31x

Higher debt load relative to revenue than 69% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Net Margin

50th percentile

2.5%

Higher net margin than 50% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

94th percentile

$262,000

Higher top officer pay than 94% of similar nonprofits.

Top officer pay equals 8.7% of source-year revenue.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2013

Asset Growth

12th percentile

-9.9%

Faster asset growth than 12% of similar nonprofits.

2013 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

Flat

$3,371,865

Flat from 2013

Net Assets

Flat

$2,443,626

Flat from 2013

Liabilities

Flat

$928,239

Flat from 2013

Revenue

Flat

$3,026,822

Flat from 2013

Expenses

Flat

$2,949,797

Flat from 2013

Net Income

Flat

$77,025

Flat from 2013

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $4,086,133Liabilities 2011: $870,125Net Assets 2011: $3,216,0082011Assets 2012: $3,740,700Liabilities 2012: $972,674Net Assets 2012: $2,768,0262012Assets 2013: $3,371,865Liabilities 2013: $928,239Net Assets 2013: $2,443,6262013Assets 2013: $3,371,865Liabilities 2013: $928,239Net Assets 2013: $2,443,6262013Assets 2014: $3,604,029Liabilities 2014: $1,137,716Net Assets 2014: $2,466,3132014Assets 2015: $3,189,853Liabilities 2015: $1,152,684Net Assets 2015: $2,037,1692015Assets 2016: $4,223,963Liabilities 2016: $1,013,671Net Assets 2016: $3,210,2922016Assets 2017: $4,332,012Liabilities 2017: $983,776Net Assets 2017: $3,348,2362017Assets 2018: $4,462,952Liabilities 2018: $1,133,362Net Assets 2018: $3,329,5902018Assets 2019: $4,954,680Liabilities 2019: $1,057,875Net Assets 2019: $3,896,8052019Assets 2020: $4,653,802Liabilities 2020: $1,285,904Net Assets 2020: $3,367,8982020Assets 2021: $6,598,836Liabilities 2021: $1,014,196Net Assets 2021: $5,584,6402021Assets 2022: $5,151,279Liabilities 2022: $998,869Net Assets 2022: $4,152,4102022Assets 2023: $4,079,026Liabilities 2023: $934,203Net Assets 2023: $3,144,8232023Assets 2024: $3,716,252Liabilities 2024: $951,533Net Assets 2024: $2,764,7192024

Highlighted filing

2013

Assets$3,371,865
Liabilities$928,239
Net Assets$2,443,626

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $2,974,1902011Expenses 2012: $3,537,4802012Revenue 2013: $3,026,822Expenses 2013: $2,949,797Net Income 2013: $77,0252013Revenue 2013: $3,026,822Expenses 2013: $2,949,797Net Income 2013: $77,0252013Revenue 2014: $4,001,960Expenses 2014: $3,565,791Net Income 2014: $436,1692014Revenue 2015: $3,265,807Expenses 2015: $3,269,066Net Income 2015: -$3,2592015Revenue 2016: $3,926,432Expenses 2016: $3,565,042Net Income 2016: $361,3902016Revenue 2017: $3,663,606Expenses 2017: $3,308,612Net Income 2017: $354,9942017Revenue 2018: $4,053,692Expenses 2018: $3,850,946Net Income 2018: $202,7462018Revenue 2019: $3,133,775Expenses 2019: $3,564,176Net Income 2019: -$430,4012019Revenue 2020: $2,774,425Expenses 2020: $3,123,092Net Income 2020: -$348,6672020Revenue 2021: $5,328,346Expenses 2021: $2,927,760Net Income 2021: $2,400,5862021Revenue 2022: $2,648,014Expenses 2022: $3,892,723Net Income 2022: -$1,244,7092022Revenue 2023: $3,470,895Expenses 2023: $3,707,406Net Income 2023: -$236,5112023Revenue 2024: $3,730,408Expenses 2024: $3,903,813Net Income 2024: -$173,4052024

Highlighted filing

2013

Revenue$3,026,822
Expenses$2,949,797
Net Income$77,025
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 8, 2014
Return Version
2013v3.0
Gross Receipts
$3,026,822
Mission and Program Overview

Mission

Exponent philanthropy is a national association of funders, nearly 2,000 members strong, and the only one dedicated to serving foundations with few or no staff, philanthropic families, and individual donors. Our vibrant network has in common lean operations and a style ofgiving motivated by personal passion, community needs, and the strong desire for better outcomes. We provide high-quality, cost-effective programs, resources, and connections that maximize our members' dollars and time for the benefit of diverse communities and causes.founded in 1995 by a group of small-staffed foundations who wanted to create an organization where all members had an equal voice and encouraged participation, our growth is due in great part to our welcoming culture. Our mission, to empower philanthropists to leverage their resources and amplify their impact, is carried out via three strategic pillars: guide, connect and champion.

Build and strengthen small-staff philanthropy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$976,500$1,356,476▲ $379,976
Investments Other Securities$1,055,016$699,940▼ $355,076
Pledges and Grants Receivable$187,547$169,085▼ $18,462
Accounts Receivable$1,037$37,875▲ $36,838
Cash and Non-Interest-Bearing Accounts$49,221$36,222▼ $12,999
Land, Buildings, and Equipment, Net$30,245$32,493▲ $2,248
Prepaid Expenses and Deferred Charges$15,377$16,221▲ $844
Intangible Assets$778--
Total Assets$3,740,700$3,371,865▼ $368,835
Other Assets Total$1,424,979$1,023,553▼ $401,426
Liabilities
Deferred Revenue$763,254$788,864▲ $25,610
Accounts Payable and Accrued Expenses$196,520$128,475▼ $68,045
Other Liabilities$12,900$10,900▼ $2,000
Total Liabilities$972,674$928,239▼ $44,435
Net Assets / Fund Balance
Unrestricted Net Assets$1,142,980$1,252,878▲ $109,898
Temporarily Rstr Net Assets$1,625,046$1,190,748▼ $434,298
Total Net Assets Fund Balance$2,768,026$2,443,626▼ $324,400
Total Liabilities and Net Assets / Fund Balance$3,740,700$3,371,865▼ $368,835

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$32,493$161,288$193,781
Other Assets Org$4,555--
Other Securities$699,940--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Henry BermanCEOFT$198,560$63,440$262,000
Kathryn Petrillo-smithManaging DirectorFT$93,760$19,689$113,449
Hanh LeChief Program OfficerFT$89,900$19,000$108,900

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$800,376
Program Service Revenue
$1,899,986
Investment Income
$4,216
Other Revenue
$322,244
All Other Contributions
$800,376
Change in Net Assets
$77,025

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,026,822
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$29,686
Total Revenue per Audited Statements
$3,056,508
Total Revenue per Form 990
$3,026,822
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,847,462
Other Expenses$1,102,335
Total Fundraising Expense$336,985
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$885,349$13,573$166,172$1,065,094
Current Officers, Directors, Trustees, and Key Employees$407,747$12,268$54,335$474,350
Occupancy$231,519$48,155$21,294$300,968
Fees for Services Other$219,701$5,464$3,288$228,453
Office Expenses$179,837$22,849$15,188$217,874
Conferences and Meetings$133,228$942$7,755$141,925
Pension Plan Contributions$97,093$1,392$18,680$117,165
Payroll Taxes$95,119$1,757$16,445$113,321
Other Employee Benefits$64,511$1,009$12,012$77,532
Fees for Services Accounting-$70,780-$70,780
Travel$52,725$31$17,280$70,036
Information Technology$32,507$413$995$33,915
Depreciation Depletion$10,817$4,230$1,870$16,917
Insurance$6,169$2,411$1,066$9,646
All Other Expenses$282$97$43$422
Other Expenses$342$1,270$562$342
Total Functional Expenses$2,426,171$186,641$336,985$2,949,797

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$3,380,908
Expenses per Audited Statements$2,949,797
Total Expenses per Form 990$2,949,797
Expenses Not Reported on Form 990$431,111
Expenses Not Reported on Financial Statements$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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Tenant Security Deposits$10,900
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 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
No
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 A, Line 6

All members have voting rights, each member organization has one vote. The governing body is elected by the membership.

Form 990, Part VI, Section A, Line 7A

There is only one class of members and their rights are restricted to annually electing the board members.

Form 990, Part VI, Section B, Line 11

Members of the association's staff and board review the form 990 carefully to ensure its completeness and accuracy.

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

Association staff and board members are required annually to read the conflict of interest policy and affirm their compliance in writing. Matters of conflict are addressed individually by the executive committee.

Form 990, Part VI, Section B, Line 15A

The executive committee, which is also the compensation committee, reviews compensation data on a yearly basis and establishes the ceo's contract.

Form 990, Part VI, Section C, Line 19

We post our financial statements, 990 forms, 1023 form and irs determination letter on our website, freely available for downloading.

Filing and Contact Details

Filer

EIN
65-0617866
Phone
2025806560

Signing Officer

Name
Henry Berman
Title
CEO
Phone
2025806560
Signed
2014-08-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry Berman
Formed
1995
Legal Domicile
De
Voting Board Members
14
Independent Board Members
14
Employees
26
Volunteers
425

Preparer

Preparer
Holly Caporale
Phone
2028220717
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Donated lease expense under long term lease -401,425.

FORM 990, PART XII, LINE 2C:

Form 990, part xii, line 2c: the audit committee of the board assumes responsibility for oversight of the audit and selection of an independent auditor. This process has not changed from prior years.

Financial Statement Notes

PART X, LINE 2:

The association requires that a tax position be recognized or derecognized based on a "more-likely-than-not" threshold. This applies to positions taken or expected to be taken in a tax return. The association does not believe its financial statements include, or reflect, any uncertain tax positions.

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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/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4ASSISTANT SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt5MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt10MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt11MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt13MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt15CEO
IRS990/Form990PartVIISectionAGrp/TitleTxt16MANAGING DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17CHIEF PROGRAM OFFICER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/Form990TFiledInd01
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt014
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt03026822
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt014
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt0995
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0413
IRS990/InformationTechnologyGrp/ProgramServicesAmt032507
IRS990/InformationTechnologyGrp/TotalAmt033915
IRS990/InsuranceGrp/FundraisingAmt01066
IRS990/InsuranceGrp/ManagementAndGeneralAmt02411
IRS990/InsuranceGrp/ProgramServicesAmt06169
IRS990/InsuranceGrp/TotalAmt09646
IRS990/IntangibleAssetsGrp/BOYAmt0778
IRS990/InvestmentIncomeGrp/ExclusionAmt04216
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04216
IRS990/InvestmentInJointVentureInd01
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01055016
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0699940
IRS990/IRPDocumentCnt021
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0161288
IRS990/LandBldgEquipBasisNetGrp/BOYAmt030245
IRS990/LandBldgEquipBasisNetGrp/EOYAmt032493
IRS990/LandBldgEquipCostOrOtherBssAmt0193781
IRS990/LegalDomicileStateCd0DE
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd01
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0EXPONENT PHILANTHROPY (FORMERLY, THE ASSOCIATION OF SMALL FOUNDATIONS) EMPOWERS PHILANTHROPISTS TO LEVERAGE THEIR RESOURCES AND AMPLIFY THEIR IMPACT. EXPONENT PHILANTHROPY IS A NON-PROFIT CORPORATION INCORPORATED UNDER THE LAWS OF THE STATE OF DELAWARE. WE ARE A VIBRANT MEMBERSHIP ORGANIZATION OF APPROXIMATELY 2,400 FOUNDATIONS AND OTHER PHILANTHROPISTS WITH FEW OR NO STAFF, PROVIDING RESOURCES AND VALUABLE CONNECTIONS TO HELP FUNDERS MAKE THE MOST OF THE MINUTES THEY HAVE AND THE DOLLARS THEY GIVE. AT EXPONENT PHILANTHROPY, WE AMPLIFY AND CELEBRATE THE VITAL WORK OF THIS DIVERSE GROUP OF GIVERS. WE DO THIS BY GUIDING OUR MEMBERS; CONNECTING THEM TO EACH OTHER , TO TRENDS AND RESOURCES, AND ACTING AS A CHAMPION FOR THEIR STYLE OF PHILANTHROPY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt02768026
IRS990/NetAssetsOrFundBalancesEOYAmt02443626
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/FundraisingAmt021294
IRS990/OccupancyGrp/ManagementAndGeneralAmt048155
IRS990/OccupancyGrp/ProgramServicesAmt0231519
IRS990/OccupancyGrp/TotalAmt0300968
IRS990/OfficeExpensesGrp/FundraisingAmt015188
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt022849
IRS990/OfficeExpensesGrp/ProgramServicesAmt0179837
IRS990/OfficeExpensesGrp/TotalAmt0217874
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt01424979
IRS990/OtherAssetsTotalGrp/EOYAmt01023553
IRS990/OtherChangesInNetAssetsAmt0-401425
IRS990/OtherEmployeeBenefitsGrp/FundraisingAmt012012
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt01009
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt064511
IRS990/OtherEmployeeBenefitsGrp/TotalAmt077532
IRS990/OtherExpensesGrp/Desc0DUES AND PUBLICATIONS
IRS990/OtherExpensesGrp/Desc1TEMPORARY HELP
IRS990/OtherExpensesGrp/FundraisingAmt0562
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01270
IRS990/OtherExpensesGrp/ProgramServicesAmt09225
IRS990/OtherExpensesGrp/ProgramServicesAmt1342
IRS990/OtherExpensesGrp/TotalAmt011057
IRS990/OtherExpensesGrp/TotalAmt1342
IRS990/OtherLiabilitiesGrp/BOYAmt012900
IRS990/OtherLiabilitiesGrp/EOYAmt010900
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2541800
IRS990/OtherRevenueMiscGrp/Desc0SUBLEASE INCOME
IRS990/OtherRevenueMiscGrp/Desc1REFERRAL FEES
IRS990/OtherRevenueMiscGrp/Desc2ADVERTISING REVENUE
IRS990/OtherRevenueMiscGrp/ExclusionAmt0195515
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0195515
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt145000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt213600
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt045000
IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt113600
IRS990/OtherRevenueTotalAmt0254115
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt0166172
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt013573
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt0885349
IRS990/OtherSalariesAndWagesGrp/TotalAmt01065094
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt016445
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01757
IRS990/PayrollTaxesGrp/ProgramServicesAmt095119
IRS990/PayrollTaxesGrp/TotalAmt0113321
IRS990/PensionPlanContributionsGrp/FundraisingAmt018680
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt01392
IRS990/PensionPlanContributionsGrp/ProgramServicesAmt097093
IRS990/PensionPlanContributionsGrp/TotalAmt0117165
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt0187547
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0169085
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt015377
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt016221
IRS990/PrincipalOfficerNm0HENRY BERMAN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/Desc1REGISTRATION FEES
IRS990/ProgramServiceRevenueGrp/Desc2PUBLICATION SALES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01662270
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1218020
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt219696
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01662270
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1218020
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt219696
IRS990/ProgSrvcAccomActy2Grp/Desc0LEARNING: EXPONENT PHILANTHROPY PROVIDES OPPORTUNITIES FOR MEMBERS AND PROSPECTIVE MEMBERS TO BECOME INCREASINGLY KNOWLEDGEABLE IN CORE TOPICS, INTENTIONALITY, AND LEADERSHIP THROUGH THE PRODUCTION OF EDUCATIONAL PROGRAMS, THE PUBLICATION OF WRITTEN MATERIALS AND A RICH LIBRARY OF ONLINE TOOLS AND RESOURCES ON TOPICS RELATED TO STARTING UP, FOUNDATION ADMINISTRATION, BOARDS AND GOVERNANCE, FAMILY PHILANTHROPY, GRANTMAKING, IMPACT AND EVALUATION, INVESTMENTS, AND TAX AND LEGAL ISSUES. HIGHLIGHTS INCLUDE "ESSENTIALS" OUR QUARTERLY PUBLICATION, PRIMERS AND TEAR SHEETS, CONNECT AND NATIONAL CONFERENCES. IN 2013, EXPONENT PHILANTHROPY INTRODUCED A NEW 10 MINUTE IMPACT ASSESSMENT TOOL FOR PHILANTHROPISTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0911377
IRS990/ProgSrvcAccomActy3Grp/Desc0EDUCATIONAL OUTREACH: EXPONENT PHILANTHROPY DELIVERS INSTRUCTIONAL MATERIALS TO BOTH MEMBER AND NON-MEMBER FOUNDATIONS, WITH OUR CURRENT CORE AUDIENCE BEING ALL FOUNDATIONS WITH FEWER THAN 5 STAFF MEMBERS. THE MATERIALS WE DISTRIBUTE AND/OR PROVIDE TO NON-MEMBER FOUNDATIONS INCLUDE ARTICLES, TEAR SHEETS AND ACCESS TO ASF PROGRAMS AND EVENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0499391
IRS990/ProgSrvcAccomActyOtherGrp/Desc0MEMBER COMMITTEES : EXPONENT PHILANTHROPY OPERATES MEMBER-DRIVEN ADVISORY COMMITTEES THAT DEVELOP STRATEGIES TO ADDRESS THE CHANGING NEEDS OF CHARITABLE FOUNDATIONS; SET ORGANIZATION POLICIES; GOVERN THE ORGANIZATION; AND ASSESS, DESIGN AND REFINE EXPONENT PHILANTHROPY'S PROGRAMS AND SERVICES. IN 2013, WE UNDERWENT A BRAND REVIEW AND BEGAN PLANNING THE LAUNCH OF A NEW BRAND IN 2014 THAT BETTER COMMUNICATES THE ORGANIZATION'S VALUE PROPOSITION AND EXPANDED AUDIENCE OF PHILANTHROPISTS.
IRS990/ProgSrvcAccomActyOtherGrp/ExpenseAmt0226124
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01023440
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt07620
IRS990/PYOtherExpensesAmt01715160
IRS990/PYOtherRevenueAmt0268454
IRS990/PYProgramServiceRevenueAmt02179717
IRS990/PYRevenuesLessExpensesAmt0-58249
IRS990/PYSalariesCompEmpBnftPaidAmt01822320
IRS990/PYTotalExpensesAmt03537480
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03479231
IRS990/QuidProQuoContributionsInd01
IRS990/QuidProQuoContriDisclInd01
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt077025
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd01
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0218020
IRS990/RoyaltiesRevenueGrp/ExclusionAmt068129
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt068129
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0976500
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01356476
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearAmt085000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus1YearAmt0115000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus2YearsAmt010000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus3YearsAmt0255000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/CurrentTaxYearMinus4YearsAmt0431000
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt0896000
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0800376
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt01023440

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.72$0.95$2.76$3.73$3.90$0.17
2023Summary only. Only limited summary data is available for this year.$4.08$0.93$3.14$3.47$3.71$0.24
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.15$1.00$4.15$2.65$3.89$1.24
2021Summary only. Only limited summary data is available for this year.$6.60$1.01$5.58$5.33$2.93$2.40
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$1.29$3.37$2.77$3.12$0.35
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.95$1.06$3.90$3.13$3.56$0.43
2018Summary only. Only limited summary data is available for this year.$4.46$1.13$3.33$4.05$3.85$0.20
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.33$0.98$3.35$3.66$3.31$0.35
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.22$1.01$3.21$3.93$3.57$0.36
2015Summary only. Only limited summary data is available for this year.$3.19$1.15$2.04$3.27$3.27$0.00
2014Detailed filing. Detailed filing data is available for this year.$3.60$1.14$2.47$4.00$3.57$0.44
2013Detailed filing. Detailed filing data is available for this year.$3.37$0.93$2.44$3.03$2.95$0.08
2013Summary only. Only limited summary data is available for this year.$3.37$0.93$2.44$3.03$2.95$0.08
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.74$0.97$2.77$3.54
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.09$0.87$3.22$2.97
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2013 filings • 501(c)3 • $1M-$5M nonprofits