NonprofitsMutual Fund Directors Forum

Education

Mutual Fund Directors Forum

WASHINGTON, DC

Total revenue

$3.3M

Total expenses

$3.1M

Net assets

$5.8M

Grants received

EIN

010682859

Tax year

2024

Mission

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.

Financials

FY 2024

Revenue

Contributions & grants
Program service revenue$3.0M
Investment income$313K
Other revenue
Total revenue$3.3M

Expenses

Grants paid
Salaries & benefits$2.0M
Fundraising
Other expenses$1.1M
Total expenses$3.1M
Total assets$8.1M
Net assets$5.8M

People

17 listed

NameRoleCompensation

Carolyn McPhillips

President

Board

$466K

40 hrs/wk

David Smith Jr

EVP/Gen Counsel/Secretary

Board

$284K

20 hrs/wk

Sidney Harris retired December 2024

Director

Board

1 hrs/wk

Rob Helm

Director

Board

1 hrs/wk

Andrew Buddy Donohue Jr

Chair

Board

1 hrs/wk

Ron Parker

Director

Board

1 hrs/wk

Mindy Posoff

Director

Board

1 hrs/wk

Dina Tantra

Director

Board

1 hrs/wk

Lloyd Wennlund

Director

Board

1 hrs/wk

Peter Gerald Malone

Director

Board

1 hrs/wk

Steve Byers

Treasurer

Board

1 hrs/wk

Angela Brock-Kyle

Director

Board

1 hrs/wk

Jane Carlin

Director

Board

1 hrs/wk

Sanjeev Handa

Director

Board

1 hrs/wk

Dianne Descoteaux

Sr. Counsel

Staff

$303K

40 hrs/wk

Sara Vargo

Counsel

Staff

$254K

40 hrs/wk

Young Hee Kim

Chief of Staff

Staff

$188K

40 hrs/wk

Details

EIN010682859
NTEE codeB99
Subsection03
Ruling date2003-04
Formed2002
Employees6
Volunteers12
MUTUAL FUND DIRECTORS FORUM — Mission, Financials & Grants Received | Grantivo