ASSOCIATION OF SMALL FOUNDATIONS
1720 N STREET NW, WASHINGTON, DC 20036 www.exponentphilanthropy.org

Total Revenue
$3,133,775
Total Expenses
$3,564,176
Net Assets
$3,896,805

Organizations Filed Purposes: EXPONENT PHILANTHROPY IS A NATIONAL ASSOCIATION, REPRESENTING NEARLY 1900 MEMBERS, AND THE ONLY ONE DEDICATED TO SERVING FOUNDATIONS WITH FEW OR NO STAFF, PHILANTHROPIC FAMILIES, AND INDIVIDUAL DONORS.

BUILD AND STRENGTHEN SMALL-STAFF PHILANTHROPY.

GUIDE: EXPONENT PHILANTHROPY PROVIDES OPPORTUNITIES FOR LEAN FUNDERS TO BECOME KNOWLEDGEABLE AND EFFECTIVE THROUGH RESEARCH THAT INFORMS OUR EDUCATIONAL PROGRAMS, WRITTEN MATERIALS, AND A RICH LIBRARY OF ONLINE TOOLS AND RESOURCES. KEY OFFERINGS INCLUDE OUR ESSENTIALS PUBLICATION, FOUNDATION OPERATIONS AND MANAGEMENT REPORT, FOUNDATION GUIDEBOOK, TRUSTEE HANDBOOK, ONLINE CONTENT, ASSESSMENTS, Q&A SERVICE, NATIONAL CONFERENCE, LOCAL PROGRAMS, WEBINARS, AND NEXT GEN FELLOWS PROGRAM. 2019 ACCOMPLISHMENTS INCLUDE: 1) OVER 3,000 DIGITAL RESOURCES, SAMPLE DOCUMENTS, AND TOOLKITS DOWNLOADED. 2) IN-PERSON AND VIRTUAL PROGRAMS ON LEGAL ISSUES, TAX FORMS, AND MEASURING IMPACT 3) A COHORT OF 25 NEXT GEN LEADERS 4) A SUCCESSFUL ANNUAL CONFERENCE WITH 38 GUEST SPEAKERS AND 350 PARTICIPANTS 5) AN IN-DEPTH MASTER JUGGLER LEADERSHIP INTENSIVE WITH 11 EXECUTIVES 6) A CATALYTIC FUNDERS RETREAT WITH 21 LEAN FUNDERS 7) VIDEO INTERVIEWS AND A REGIONAL PROGRAM SERIES "JOURNEYS TO EQUITY: BRINGING INCLUSIVE PRACTICES TO YOUR PHILANTHROPY" 8) RELEASE OF OUR 2019 FOUNDATION OPERATIONS & MANAGEMENT REPORT WITH INCREASED RIGOR AND EXPANDED BENCHMARKS FOR LEAN FUNDERS.

CONNECT: EXPONENT PHILANTHROPY NURTURES A COMMUNITY WHERE LEAN FUNDERS LEARN, CONNECT AND COLLABORATE. CONNECTIONS ARE FOSTERED AT EDUCATIONAL PROGRAMS, PEER LEARNING OPPORTUNITIES, VOLUNTEER COMMITTEES, AND VIRTUALLY THROUGH OUR ONLINE MEMBER DIRECTORY AND DISCUSSION COMMUNITIES. 2019 ACCOMPLISHMENTS INCLUDE: 1) A TOTAL OF 1,745 PARTICIPANTS ATTENDED EDUCATION PROGRAMS THIS YEAR AND RATED THEM A 4.32 (OUT OF 5) AVERAGE SATISFACTION SCORE 2) MORE THAN 700 PARTICIPANTS ON OUR ONLINE DISCUSSION GROUP 3) THE LAUNCH OF OUR AMBASSADOR PROGRAM 4)THE LAUNCH OF MEMBER-LED PEER CIRCLES.

CHAMPION: EXPONENT PHILANTHROPY IDENTIFIES, CELEBRATES, PROMOTES, AND ENCOURAGES THE WORK OF LEAN FUNDERS. THEIR POWERFUL STYLE OF PHILANTHROPY, WHICH IS GROUNDED IN PERSONAL PASSION, COMMITMENT TO COMMUNITY, AND RESPONSIVENESS RESULTS IN TREMENDOUS IMPACT IN COMMUNITIES ACROSS THE COUNTRY AND AROUND THE WORLD. WE UTILIZE STORY-TELLING AND DATA TO ELEVATE LEAN FUNDER'S WORK, SHARE BEST PRACTICES, AND PROVIDE INSPIRATION. 2019 ACCOMPLISHMENTS INCLUDE: 1) MEDIA MENTIONS IN THE NEW YORK TIMES, WALL STREET JOURNAL, CHRONICLE OF PHILANTHROPY, NONPROFIT TIMES, AND OTHER SOURCES, AND OVER 9,000 FOLLOWERS ON TWITTER 2) THE CURATION OF 25 MEMBER/PARTNER WRITTEN BLOG POSTS 3) DEEPENED PARTNERSHIPS WITH SEVERAL REGIONAL ASSOCIATIONS AND AFFINITY GROUPS 4) THE SELECTION OF OUR OUTSIZED IMPACT AWARD WINNER, CHOSEN BY OVER 1,000 VOTES FROM THE MEMBERSHIP.

Executives Listed on Filing

Total Salary includes financial earnings, benefits, and all related organization earnings listed on tax filing

NameTitleHours Per WeekTotal Salary
Henry L BermanCEO40$268,167
Jeanne MetzgerCH DEV & MKTG OFFICER (END NOV 2019)40$157,446
Cynthia SchaalCOO (BEG NOV 2019)40$152,413
Robert PaineMEMBER1$0
Courtney RiceMEMBER1$0
Debra MonizMEMBER1$0
Clark MccainMEMBER1$0
Rahsaan HarrisMEMBER1$0
Leticia PegueroMEMBER (END MARCH 2019)1$0
Nina CohenMEMBER1$0
Alexandra TomaMEMBER (END OCT 2019)1$0
Mark StrodeMEMBER (END OCT 2019)1$0
Samuel PolitzinerMEMBER1$0
Alfred CavallaroMEMBER1$0
Janis ReischmannMEMBER1$0
Kerry MchughOFFICER-AT-LARGE (BEG OCT 2019)2$0
Jean BuckleyOFFICER-AT-LARGE (END OCT 2019)2$0
Danille MathisonTREASURER (BEG OCT 2019)2$0
Christopher PetermannTREASURER (END OCT 2019)2$0
Beth StipeSECRETARY2$0
Thomas BlaneyVICE-CHAIR2$0
Paul SpiveyCHAIR5$0

Data for this page was sourced from XML published by IRS (public 990 form dataset) from: https://s3.amazonaws.com/irs-form-990/202003009349301250_public.xml

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