JUST CAPITAL FOUNDATION INC: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- JUST CAPITAL FOUNDATION INC (EIN 36-4764467)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-06-24
- IRS object ID
- 202501759349301025
- Schema version
- 2024v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2025-06-24T15:07:38-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 873707167 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CBIZ ADVISORS LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 685 THIRD AVENUE | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10017 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 364764467 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JUST CAPITAL FOUNDATION INC | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JUST | BusinessNameControlTxt |
| Phone | 6468542141 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 30TH STREET 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MARTIN WHITTAKER | PersonNm |
| Person Title | CHIEF EXECUTIVE OFFICER | PersonTitleTxt |
| Phone | 6468542141 | PhoneNum |
| Signature | 2025-06-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | MAGDALENA CZERNIAWSKI | PreparerPersonNm |
| PTIN | P00535099 | PTIN |
| Phone | 2125038800 | PhoneNum |
| Preparation | 2025-06-16 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MARTIN WHITTAKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 30TH STREET 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $11,808,522 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | JUSTCAPITAL.COM | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 2013 | FormationYr |
| Legal Domicile State | DE | LegalDomicileStateCd |
| Activity Or Mission | THE MISSION OF JUST CAPITAL, AN INDEPENDENT NONPROFIT, IS TO DEMONSTRATE HOW JUST BUSINESS DEFINED BY THE PRIORITIES OF THE AMERICAN PUBLIC IS BETTER BUSINESS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 28 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 28 | VotingMembersIndependentCnt |
| Total Employee | 60 | TotalEmployeeCnt |
| Total Volunteers | 28 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $9,588,336 | PYContributionsGrantsAmt |
| CY Contributions Grants | $11,041,028 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $769,541 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $680,764 | CYProgramServiceRevenueAmt |
| PY Investment Income | $17,965 | PYInvestmentIncomeAmt |
| CY Investment Income | $7,075 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $79,655 | CYOtherRevenueAmt |
| PY Total Revenue | $10,375,842 | PYTotalRevenueAmt |
| CY Total Revenue | $11,808,522 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $525,000 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $10,458,093 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,856,227 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $846,462 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,082,682 | PYOtherExpensesAmt |
| CY Other Expenses | $2,284,399 | CYOtherExpensesAmt |
| PY Total Expenses | $12,540,775 | PYTotalExpensesAmt |
| CY Total Expenses | $10,665,626 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,164,933 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $1,142,896 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $4,243,276 | TotalAssetsBOYAmt |
| Total Assets EOY | $5,019,521 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,746,143 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,379,492 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $1,497,133 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $2,640,029 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | JUST CAPITAL'S MISSION IS TO BUILD A MORE JUST ECONOMY THAT WORKS FOR ALL AMERICANS BY HELPING COMPANIES IMPROVE HOW THEY SERVE ALL THEIR STAKEHOLDERS - WORKERS, CUSTOMERS, COMMUNITIES, THE ENVIRONMENT, AND SHAREHOLDERS - AS DEFINED BY THE PUBLIC. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $8,567,180 | ExpenseAmt |
| Grant | $525,000 | GrantAmt |
| Revenue | $680,764 | RevenueAmt |
| Desc | JUST CAPITAL IS THE ONLY INDEPENDENT NONPROFIT THAT TRACKS, ANALYZES, AND ENGAGES WITH LARGE CORPORATIONS AS WELL AS THEIR INVESTORS ON HOW THEY PERFORM ON THE AMERICAN PUBLIC'S PRIORITIES. OUR RESEARCH, RANKINGS, INDEXES, AND DATA-DRIVEN TOOLS EMPOWER ALL MARKET PARTICIPANTS TO HELP BUILD AN ECONOMY THAT WORKS FOR ALL AMERICANS. WE POLL AMERICANS EVERY YEAR TO IDENTIFY THE ISSUES THAT MATTER MOST IN DEFINING JUST BUSINESS BEHAVIOR TODAY. WE THEN DEFINE METRICS THAT MAP TO THOSE ISSUES AND TRACK AND ANALYZE THE LARGEST, PUBLICLY TRADED U.S. COMPANIES. SINCE 2015 WE'VE SURVEYED NEARLY 185,000 AMERICANS ON THEIR PRIORITIES FOR CAPITALISM AND JUST BUSINESS BEHAVIOR. OUR SURVEY RESEARCH NOT ONLY PROVIDES A CLEAR ROADMAP FOR WHAT ISSUES MATTER MOST TO THE AMERICAN PUBLIC WHEN IT COMES TO JUST BUSINESS BEHAVIOR, BUT ALSO DETAILS TIMELY, RELEVANT INSIGHTS INTO AMERICAN SENTIMENTS INTO THE MOST CRITICAL ISSUES OF OUR TIME.IN 2024, WE TRACKED, ANALYZED, AND RANKED 940 COMPANIES ACROSS FIVE STAKEHOLDER GROUPS, 17 ISSUES, AND 88 DATA POINTS. OF THESE COMPANIES, 560 REGISTERED FOR OUR CORPORATE PORTAL AND 274 ENGAGED WITH OUR DATA REVIEW PERIOD, REPRESENTING APPROXIMATELY 9 MILLION WORKERS, OVER 5% OF THE TOTAL U.S. WORKFORCE. 45% OF RANKED COMPANIES STATED THAT OUR WORK HELPED INFORM AND/OR PROMPT IMPLEMENTATION OF NEW POLICIES OR PRACTICES WITHIN THEIR ORGANIZATION, OR RESULTED IN GREATER PUBLIC DISCLOSURE. OF THOSE RESPONDENTS WHO NOTED OTHERWISE, 57% SAID THAT ENGAGEMENT WITH OUR WORK PROMPTED CONVERSATION OR CONSIDERATION ABOUT OPPORTUNITIES FOR IMPROVEMENT ON THE ISSUES WE COVER. OUR ANNUAL RANKINGS OF AMERICA'S MOST JUST COMPANIES SHOWCASED THE COMPANIES AT THE FOREFRONT OF STAKEHOLDER-DRIVEN LEADERSHIP, TRACKING HOW CORPORATE LEADERS DELIVERED VALUE TO ALL THEIR STAKEHOLDERS. IN 2024, WE CONTINUED OUR PARTNERSHIP WITH CNBC WHICH INCLUDES THE EXCLUSIVE RIGHTS TO PUBLISH THE JUST 100 LIST OF COMPANIES LEADING OUR RANKING OF AMERICA'S MOST COMPANIES, AS WELL AS ONGOING PROFILES AND SEGMENTS THAT ELEVATE STAKEHOLDER METRICS ON PAR WITH TRADITIONAL FINANCIAL METRICS TO DEFINE WHAT GOOD LOOKS LIKE REGARDING CORPORATE PERFORMANCE TODAY. IN ADDITION TO THE RANKINGS, THROUGHOUT 2024 WE BUILT OUT DATA-DRIVEN INSIGHTS AND PROGRAMMATIC INITIATIVES, PARTNERSHIPS, AND PRODUCTS TO DIRECTLY ENCOURAGE AND SUPPORT CORPORATIONS TO ADOPT MORE JUST BUSINESS PRACTICES. JUST CAPITAL ALSO HELPS DRIVE CAPITAL TOWARD MORE JUST COMPANIES THROUGH DEVELOPING INVESTMENT PRODUCTS, CONVENING INVESTORS FOR TIMELY CONVERSATIONS, AND DEMONSTRATING THE CONNECTION BETWEEN STAKEHOLDER PERFORMANCE AND MARKET PERFORMANCE. JUST CAPITAL POLLING HAS SHOWN THAT AMERICAN PEOPLE WANT COMPANIES TO CREATE VALUE FOR ALL THEIR STAKEHOLDERS AS A PATH TO CREATING MORE VALUE FOR THEIR SHAREHOLDERS, FOR THEMSELVES, AND FOR SOCIETY AT LARGE. THROUGHOUT THE COMING YEAR, JUST'S RESEARCH, POLLING, ANALYSIS, AND PROGRAMS WILL WORK TO INCENTIVIZE, GUIDE, AND SUPPORT COMPANIES' EFFORTS TO REBUILD TRUST WITH AND CREATE PATHWAYS FOR PROSPERITY FOR ALL STAKEHOLDERS. | Desc |
| Total Program Service Expenses | $8,567,180 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | Yes (1) | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | Yes (1) | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 15 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 60 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributionsInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 28 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 28 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | FL | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CT | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | CA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | DE | StatesWhereCopyOfReturnIsFldCd |
| Own Website | Yes (X) | OwnWebsiteInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RYAN O'GRADY SENIOR DIRECTOR FINANCE AND OPERATIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6465856391 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 44 EAST 30TH STREET 11TH FLOOR | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10016 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (39 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| ALAN H FLEISCHMANN | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| AMY LIU | ||||||||
| SECRETARY | 2.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ANDREA JUNG | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ANNETTE NAZARETH | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ARIANNA HUFFINGTON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN ARIELY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN HESSE | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| DAN SCHULMAN | ||||||||
| CHAIRMAN, DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| DAVID KAMENETZKY | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| HOLLY GORDON | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| JASON WINGARD | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JIM BILDNER | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| JOHN ROGERS JR | ||||||||
| DIRECTOR | 0.50 | Yes (X) | $0 | $0 | $0 | |||
| KIP TINDELL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| LAUREL BRITTON | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MARC H MORIAL | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| MARK WEINBERGER | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MICHAEL WEINSTEIN | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| MINDY LUBBER | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAT RUSSO | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| PAUL T JONES II | ||||||||
| EMERITUS CHAIR, DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| PETER GEORGESCU | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| RAY CHAMBERS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| RINALDO BRUTOCO | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| ROBERT DEUTSCH | ||||||||
| TREASURER & DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| ROOSEVELT GILES | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| SUSHMITA BANERJEE | ||||||||
| DIRECTOR | 4.00 | Yes (X) | $0 | $0 | $0 | |||
| XAVIER DE SOUZA BRIGGS | ||||||||
| DIRECTOR | 2.00 | Yes (X) | $0 | $0 | $0 | |||
| ALISON OMENS | ||||||||
| PRESIDENT | 50.00 | $295,970 | $0 | $78,972 | Yes (X) | |||
| MARTIN WHITTAKER | ||||||||
| CHIEF EXECUTIVE OFFICER | 50.00 | $650,360 | $0 | $69,640 | Yes (X) | |||
| RYAN D O'GRADY | ||||||||
| SEN. DIR., FIN AND OPERATIONS | 50.00 | $133,220 | $0 | $52,960 | Yes (X) | |||
| TERESA YUNG | ||||||||
| CHIEF FIN. AND OPS (OUTGOING) | 50.00 | $281,387 | $0 | $62,011 | Yes (X) | |||
| MOHAMMAD TAHIR KHAN | ||||||||
| CHIEF TECHNOLOGY OFFICER | 50.00 | $262,240 | $0 | $75,115 | Yes (X) | |||
| TOLU LAWRENCE | ||||||||
| CHIEF IMPACT OFFICER | 50.00 | $232,400 | $0 | $75,217 | Yes (X) | |||
| BENJAMIN KING | ||||||||
| MD CORPORATE STRATEGY & ENGMT. | 40.00 | $174,710 | $0 | $74,756 | Yes (X) | |||
| JENNIFER TONTI | ||||||||
| MD SURVEY RES. & INSIGHTS | 40.00 | $177,220 | $0 | $53,417 | Yes (X) | |||
| MONA PATNI | ||||||||
| SD QUANT RES. & ANALYTIC | 40.00 | $190,400 | $0 | $63,089 | Yes (X) | |||
| SHASHANK SHETH | ||||||||
| MANAGING DIRECTOR OF DATA | 40.00 | $190,992 | $0 | $52,903 | Yes (X) | |||
| TRACY STEWART | ||||||||
| MD INVESTOR STRATEGIES | 40.00 | $224,781 | $0 | $43,886 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,813,680 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $701,966 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 25 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| RANCHO ENCANTANDO I LLC | |||||
| 101 LARKSPUR LANDING CIRCLE SUITE | LARKSPUR | CA | 94939 | WORKFORCE WELLNESS SUMMIT | $128,084 |
| BERLIN ROSEN LTD | |||||
| 15 MAIDEN LANE SUITE 1600 | NEW YORK | NY | 10038 | PR AND MARKETING CONSULTING | $114,146 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
| All Other Contributions | $11,041,028 | AllOtherContributionsAmt |
| Total Contributions | $11,041,028 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (5 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DATA LICENSING | 518210 | $206,600 | $206,600 |
| SERVICE AGREEMENTS | 900099 | $186,026 | $186,026 |
| ETF REVENUE SHARE | 900099 | $171,484 | $171,484 |
| ADVISORY SERVICES | 900099 | $106,783 | $106,783 |
| CIL MEMBERSHIP FEES | 900099 | $9,726 | $9,726 |
Total Oth Program Service Rev TotalOthProgramServiceRevGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $145 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $145 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $680,764 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $7,075 | TotalRevenueColumnAmt |
| Exclusion | $7,075 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $79,655 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $0 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $79,655 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $79,655 | TotalRevenueColumnAmt |
| Exclusion | $79,655 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,808,522 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $680,764 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $86,730 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $525,000 | TotalAmt |
| Program Services | $525,000 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,269,493 | TotalAmt |
| Program Services | $1,388,659 | ProgramServicesAmt |
| Management And General | $567,688 | ManagementAndGeneralAmt |
| Fundraising | $313,146 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,018,980 | TotalAmt |
| Program Services | $3,402,861 | ProgramServicesAmt |
| Management And General | $298,289 | ManagementAndGeneralAmt |
| Fundraising | $317,830 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $119,374 | TotalAmt |
| Program Services | $102,323 | ProgramServicesAmt |
| Management And General | $9,400 | ManagementAndGeneralAmt |
| Fundraising | $7,651 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,010,382 | TotalAmt |
| Program Services | $839,560 | ProgramServicesAmt |
| Management And General | $85,812 | ManagementAndGeneralAmt |
| Fundraising | $85,010 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $437,998 | TotalAmt |
| Program Services | $339,931 | ProgramServicesAmt |
| Management And General | $58,139 | ManagementAndGeneralAmt |
| Fundraising | $39,928 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,225 | TotalAmt |
| Program Services | $7,400 | ProgramServicesAmt |
| Management And General | $11,825 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,900 | TotalAmt |
| Management And General | $40,900 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $368,542 | TotalAmt |
| Program Services | $313,772 | ProgramServicesAmt |
| Management And General | $52,870 | ManagementAndGeneralAmt |
| Fundraising | $1,900 | FundraisingAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,706 | TotalAmt |
| Program Services | $69,706 | ProgramServicesAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,666 | TotalAmt |
| Program Services | $21,888 | ProgramServicesAmt |
| Management And General | $2,880 | ManagementAndGeneralAmt |
| Fundraising | $1,898 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $565,586 | TotalAmt |
| Program Services | $515,187 | ProgramServicesAmt |
| Management And General | $39,199 | ManagementAndGeneralAmt |
| Fundraising | $11,200 | FundraisingAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $617,021 | TotalAmt |
| Program Services | $506,448 | ProgramServicesAmt |
| Management And General | $66,649 | ManagementAndGeneralAmt |
| Fundraising | $43,924 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $75,667 | TotalAmt |
| Program Services | $69,971 | ProgramServicesAmt |
| Management And General | $3,808 | ManagementAndGeneralAmt |
| Fundraising | $1,888 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $366,616 | TotalAmt |
| Program Services | $354,101 | ProgramServicesAmt |
| Fundraising | $12,515 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $44,882 | TotalAmt |
| Program Services | $36,839 | ProgramServicesAmt |
| Management And General | $4,848 | ManagementAndGeneralAmt |
| Fundraising | $3,195 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,835 | TotalAmt |
| Program Services | $30,205 | ProgramServicesAmt |
| Management And General | $4,052 | ManagementAndGeneralAmt |
| Fundraising | $2,578 | FundraisingAmt |
Other Expenses OtherExpensesGrp (3 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt | Management And GeneralManagementAndGeneralAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| OTHER | $22,366 | $18,387 | $2,343 | $1,636 |
| RECRUITMENT & TRAINING | $19,879 | $16,317 | $2,147 | $1,415 |
| EQUIPMENT | $10,508 | $8,625 | $1,135 | $748 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,665,626 | TotalAmt |
| Program Services | $8,567,180 | ProgramServicesAmt |
| Management And General | $1,251,984 | ManagementAndGeneralAmt |
| Fundraising | $846,462 | FundraisingAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,577 | BOYAmt |
| EOY | $12,434 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $663,016 | BOYAmt |
| EOY | $1,716,909 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,246,367 | BOYAmt |
| EOY | $1,277,861 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $74,865 | BOYAmt |
| EOY | $204,018 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $205,690 | BOYAmt |
| EOY | $251,933 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $229,238 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $211,980 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $22,140 | BOYAmt |
| EOY | $17,258 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,667 | BOYAmt |
| EOY | $136,667 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,841,954 | BOYAmt |
| EOY | $1,402,441 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,243,276 | BOYAmt |
| EOY | $5,019,521 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $635,715 | BOYAmt |
| EOY | $301,679 | EOYAmt |
Grants Payable GrantsPayableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $200,000 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,776 | BOYAmt |
| EOY | $362,129 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,015,652 | BOYAmt |
| EOY | $1,515,684 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,746,143 | BOYAmt |
| EOY | $2,379,492 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -$537,560 | BOYAmt |
| EOY | $76,432 | EOYAmt |
Donor Restriction Net Assets DonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,034,693 | BOYAmt |
| EOY | $2,563,597 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,497,133 | BOYAmt |
| EOY | $2,640,029 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,243,276 | BOYAmt |
| EOY | $5,019,521 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $1,142,896 | ReconcilationRevenueExpnssAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| Public Organization170 | Yes (X) | PublicOrganization170Ind |
Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,070,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,840,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,635,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,583,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,041,028 | CurrentTaxYearAmt |
| Total | $59,170,870 | TotalAmt |
Total Calendar Year170 TotalCalendarYear170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $16,070,003 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $10,840,875 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $11,635,628 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $9,583,336 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $11,041,028 | CurrentTaxYearAmt |
| Total | $59,170,870 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantial Contributors Tot | $35,471,165 | SubstantialContributorsTotAmt |
| Public Support Total170 | $23,699,705 | PublicSupportTotal170Amt |
Gross Investment Income170 GrossInvestmentIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $3,190 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $2,278 | CurrentTaxYearMinus3YearsAmt |
| Current Tax Year Minus2 Years | $5,049 | CurrentTaxYearMinus2YearsAmt |
| Current Tax Year Minus1 Year | $17,965 | CurrentTaxYearMinus1YearAmt |
| Current Tax Year | $86,730 | CurrentTaxYearAmt |
| Total | $115,212 | TotalAmt |
Other Income170 OtherIncome170Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Current Tax Year Minus4 Years | $48,050 | CurrentTaxYearMinus4YearsAmt |
| Current Tax Year Minus3 Years | $27,170 | CurrentTaxYearMinus3YearsAmt |
| Total | $75,220 | TotalAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Support | $59,361,302 | TotalSupportAmt |
| Gross Receipts Rltd Activities | $2,881,104 | GrossReceiptsRltdActivitiesAmt |
| Public Support CY170 | 0.39920 | PublicSupportCY170Pct |
| Public Support PY170 | 0.39910 | PublicSupportPY170Pct |
| Thirty Thr Pct Suprt Tests CY170 | Yes (X) | ThirtyThrPctSuprtTestsCY170Ind |
Form990 Schedule A Part VI Form990ScheduleAPartVIGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME: | FormAndLineReferenceDesc |
| Explanation | MISCELLANEOUS - 2020 AMOUNT: $ 48,050. 2021 AMOUNT: $ 27,170. | ExplanationTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $44,910 | OtherCostOrOtherBasisAmt |
| Depreciation | $33,321 | DepreciationAmt |
| Book Value | $11,589 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $16,205 | OtherCostOrOtherBasisAmt |
| Depreciation | $16,205 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $168,123 | OtherCostOrOtherBasisAmt |
| Depreciation | $162,454 | DepreciationAmt |
| Book Value | $5,669 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $17,258 | TotalBookValueLandBuildingsAmt |
Other Assets Org OtherAssetsOrgGrp (2 entries)
| DescDesc | Book ValueBookValueAmt |
|---|---|
| SECURITY DEPOSIT | $114,000 |
| OPERATING LEASE | $1,288,441 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Other Assets | $1,402,441 | TotalBookValueOtherAssetsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OPERATING LEASE | Desc |
| Amt | $1,515,684 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,515,684 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,168,857 | TotalRevEtcAuditedFinclStmtAmt |
| Donated Services And Use Fclts | $360,335 | DonatedServicesAndUseFcltsAmt |
| Revenue Not Reported | $360,335 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,808,522 | RevenueSubtotalAmt |
| Revenue Not Reported Fincl Stmt | $0 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,808,522 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $11,025,961 | TotExpnsEtcAuditedFinclStmtAmt |
| Donated Services Use Fclts | $360,335 | DonatedServicesUseFcltsAmt |
| Expenses Not Reported | $360,335 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,665,626 | ExpensesSubtotalAmt |
| Expenses Not Rpt Fincl Stmt | $0 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $10,665,626 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FOUNDATION BELIEVES IT HAD NO UNCERTAIN TAX POSITIONS AS OF DECEMBER 31, 2024 AND 2023, IN ACCORDANCE WITH FASB ACCOUNTING STANDARDS CODIFICATION ("ASC") TOPIC 740, "INCOME TAXES," WHICH PROVIDES STANDARDS FOR ESTABLISHING AND CLASSIFYING ANY TAX PROVISIONS FOR UNCERTAIN TAX POSITIONS. | ExplanationTxt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| FINANCIAL HEALTH NETWORK | ||||||||
| 30 NORTH LASALLE STREET SUITE 2040 | CHICAGO | IL | 60602 | 203006098 | 501(C)(3) | $325,000 | $0 | PARTNERING WITH JUST CAPITAL AS AN "IMPACT PARTNER" ON IT'S CORPORATE IMPACT LAB AND ASSOCIATED ACTIVITIES. BRINGING EXPERTISE TO BEAR ON CRITICAL WORKFORCE ISSUES. |
| JOBS FOR THE FUTURE | ||||||||
| 50 MILK STREET 17TH FLOOR | BOSTON | MA | 02109 | 061164568 | 501(C)(3) | $175,000 | $0 | PARTNERING WITH JUST CAPITAL AS AN "IMPACT PARTNER" ON IT'S CORPORATE IMPACT LAB AND ASSOCIATED ACTIVITIES. BRINGING EXPERTISE TO BEAR ON CRITICAL WORKFORCE ISSUES. |
| GOOD JOBS INSTITUTE | ||||||||
| 104 MOUNT AUBURN STREET UNIT 5F | CAMBRIDGE | MA | 02138 | 820730634 | 501(C)(3) | $25,000 | $0 | PARTNERING WITH JUST CAPITAL AS AN "IMPACT PARTNER" ON IT'S CORPORATE IMPACT LAB AND ASSOCIATED ACTIVITIES. BRINGING EXPERTISE TO BEAR ON CRITICAL WORKFORCE ISSUES. |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 3 | Total501c3OrgCnt |
| Total Other Org | 0 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ALL SUBGRANTS HAVE INTERIM REPORTING PERIODS WHERE GRANTEES ARE REQUIRED TO REPORT ON PROGRESS TO DATE. THIS IS ALWAYS THE CASE FOR SUBGRANTS WITH A TERM GREATER THAN 12 MONTHS AND FOR SUBGRANTS WITH MORE THAN ONE DISBURSEMENT. OUR TEAM REVIEWS THEIR GRANT REPORT SUBMISSIONS AND FOLLOWS UP IF ANYTHING IS CONCERNING. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Written Employment Contract | Yes (X) | WrittenEmploymentContractInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MARTIN WHITTAKER | ||||||||||||||
| CHIEF EXECUTIVE OFFICER | $500,000 | $0 | $150,000 | $0 | $360 | $0 | $20,000 | $0 | $49,640 | $0 | $720,000 | $0 | $0 | $0 |
| ALISON OMENS | ||||||||||||||
| PRESIDENT | $295,500 | $0 | $0 | $0 | $470 | $0 | $11,500 | $0 | $67,472 | $0 | $374,942 | $0 | $0 | $0 |
| TERESA YUNG | ||||||||||||||
| CHIEF FIN. AND OPS (OUTGOING) | $161,504 | $0 | $0 | $0 | $119,883 | $0 | $6,665 | $0 | $55,346 | $0 | $343,398 | $0 | $0 | $0 |
| MOHAMMAD TAHIR KHAN | ||||||||||||||
| CHIEF TECHNOLOGY OFFICER | $261,800 | $0 | $0 | $0 | $440 | $0 | $10,600 | $0 | $64,515 | $0 | $337,355 | $0 | $0 | $0 |
| TOLU LAWRENCE | ||||||||||||||
| CHIEF IMPACT OFFICER | $232,000 | $0 | $0 | $0 | $400 | $0 | $9,128 | $0 | $66,089 | $0 | $307,617 | $0 | $0 | $0 |
| TRACY STEWART | ||||||||||||||
| MD INVESTOR STRATEGIES | $224,391 | $0 | $0 | $0 | $390 | $0 | $8,906 | $0 | $34,980 | $0 | $268,667 | $0 | $0 | $0 |
| MONA PATNI | ||||||||||||||
| SD QUANT RES. & ANALYTIC | $190,000 | $0 | $0 | $0 | $400 | $0 | $0 | $0 | $63,089 | $0 | $253,489 | $0 | $0 | $0 |
| BENJAMIN KING | ||||||||||||||
| MD CORPORATE STRATEGY & ENGMT. | $174,250 | $0 | $0 | $0 | $460 | $0 | $4,667 | $0 | $70,089 | $0 | $249,466 | $0 | $0 | $0 |
| SHASHANK SHETH | ||||||||||||||
| MANAGING DIRECTOR OF DATA | $190,592 | $0 | $0 | $0 | $400 | $0 | $7,692 | $0 | $45,211 | $0 | $243,895 | $0 | $0 | $0 |
| JENNIFER TONTI | ||||||||||||||
| MD SURVEY RES. & INSIGHTS | $176,800 | $0 | $0 | $0 | $420 | $0 | $7,200 | $0 | $46,217 | $0 | $230,637 | $0 | $0 | $0 |
| RYAN D O'GRADY | ||||||||||||||
| SEN. DIR., FIN AND OPERATIONS | $132,820 | $0 | $0 | $0 | $400 | $0 | $5,469 | $0 | $47,491 | $0 | $186,180 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 4A | TERESA YUNG-RODRIGUEZ RECEIVED TOTAL SEVERANCE OF $91,518 IN 2024. IN ADDITION, MS. YUNG RECEIVED HEALTHCARE CONTINUATION IN 2024 TOTALING $13,017. AN ADDITIONAL $10,606 IS ACCRUED TO 2024 BUT WILL COVER SUCH CONTINUATION THROUGH MARCH 2025. |
| PART I, LINE 7 | THE BOARD OF DIRECTORS APPROVED THE BONUS FOR THE CHIEF EXECUTIVE OFFICER. |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FINANCIAL STATEMENTS OF JUST CAPITAL FOUNDATION, INC. (THE "FOUNDATION") WERE AUDITED BY AN INDEPENDENT ACCOUNTANT, AS REQUIRED BY THE APPLICABLE STATE LAW UNDER THE DIRECTION OF AN AUDIT COMMITTEE. THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND REVIEWED BY THE ORGANIZATION'S OFFICERS, PRESIDENT AND AUDIT COMMITTEE WHO ARE GIVEN AMPLE TIME AND OPPORTUNITY TO DISCUSS THEIR COMMENTS AND QUESTIONS WITH THE PREPARER, THE ORGANIZATION'S LEGAL COUNSEL AND, IF NEEDED, OTHER MEMBERS OF THE ORGANIZATION'S BOARD OF DIRECTORS. FINALLY THE FOUNDATION WILL PROVIDE A COPY OF THE FORM 990 TO THE BOARD OF DIRECTORS (EACH MEMBER RECEIVING THEIR INDIVIDUAL COPY), GIVING THE BOARD AN OPPORTUNITY TO PROVIDE INPUT AND ADDRESS ITS QUESTIONS OR COMMENTS BEFORE OR AT THE NEXT BOARD MEETING BEFORE FILING WITH THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | EACH DIRECTOR, OFFICER, AND OTHER STAFF MEMBER AND COMMITTEE MEMBER WITH GOVERNING-BOARD-DELEGATED POWERS SHALL, BEFORE INITIAL ELECTION OR APPOINTMENT AND ANNUALLY THEREAFTER, SIGN A STATEMENT AND GIVE SUCH STATEMENT TO THE SECRETARY OF JUST CAPITAL FOUNDATION, INC., WHICH AFFIRMS THAT SUCH PERSON:(A) HAS RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, (B) HAS READ AND UNDERSTANDS THE CONFLICT OF INTEREST POLICY, (C) HAS AGREED TO COMPLY WITH THE CONFLICT OF INTEREST POLICY, (D) UNDERSTANDS THAT THE FOUNDATION IS CHARITABLE AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES (AND WILL ENDEAVOR TO FURTHER SUCH PURPOSES), AND (E) UNDERSTANDS THAT HE OR SHE MUST DISCLOSE ANY CONFLICT OF INTEREST; SPECIFICALLY, THE DIRECTOR, OFFICER, AND OTHER STAFF MEMBER, OR COMMITTEE MEMBER MUST IDENTIFY, TO THE BEST OF HIS OR HER KNOWLEDGE ANY ENTITY OF WHICH HE OR SHE IS AN OFFICER, DIRECTOR, TRUSTEE, MEMBER, OR EMPLOYEE AND WITH WHICH THE FOUNDATION HAS A RELATIONSHIP, AND ANY TRANSACTION IN WHICH THE FOUNDATION IS A PARTICIPANT. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE EXECUTIVE COMMITTEE APPROVES THE COMPENSATION OF THE FOUNDATION'S CEO AFTER A REVIEW OF HIS QUALIFICATIONS, HIS PROPOSED EMPLOYMENT CONTRACTS, AND COMPARABILITY DATA FROM OTHER ORGANIZATIONS. A SUMMARY OF EACH REVIEW AND DECISION IS PROVIDED IN THE MINUTES OF THE BOARD MEETING AT WHICH (OR THE UNANIMOUS WRITTEN CONSENT IN LIEU OF MEETING IN WHICH) THE DECISION WAS MADE. FOR THE REMAINDER OF OFFICERS AND KEY EMPLOYEES, THE CEO DETERMINES COMPENSATION WITH CONSULTATION FROM THE EXECUTIVE COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO DONORS AND PROSPECTIVE DONORS UPON REQUEST. |
| FORM 990, PART XII, LINE 2C: | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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