KERMIT G PHILLIPS II CHARITABLE TR
Cite this
Plain text KERMIT G PHILLIPS II CHARITABLE TR. furp.org, nonprofit organization profile, tax years 2016–2024. https://furp.org/org/kermit-g-phillips-ii-charitable-tr-046977585. Retrieved 2026-10-29.
APA furp.org. (n.d.). KERMIT G PHILLIPS II CHARITABLE TR [Nonprofit organization profile; tax years 2016–2024]. Retrieved October 29, 2026, from https://furp.org/org/kermit-g-phillips-ii-charitable-tr-046977585
MLA “KERMIT G PHILLIPS II CHARITABLE TR.” furp.org, tax years 2016–2024, https://furp.org/org/kermit-g-phillips-ii-charitable-tr-046977585. Accessed 29 Oct. 2026.
Retrieved 2026-10-29; covers tax years 2016–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990PF · revenue $5.1M · expenses $3.4M · assets $49.9M
- Also known as
- AKA PHILLIPS FOUNDATION
- EIN
- 04-6977585
- Address
- 1400 BATTLEGROUND AVE STE 201, GREENSBORO, NC 27408-8028
- Website
- https://phillipsfdtn.org
- NTEE code
- T12
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- September 2002 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- Yes: listed in IRS Publication 78 (private foundation) Pub 78 ↗
- Foundation status
- Private non-operating foundation
- Cross-check
- ProPublica Nonprofit Explorer
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
13 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Erica K Shields | MANAGING DIRECTOR | 2021-2024 | $185,304 | $656,374 | 1 |
| Lauren Baldwin | DIR. STRATEGIC IN | 2023-2024 | $104,841 | $218,793 | 1 |
| Katherine Knight | SR. DIR IMPACT INV | 2024 | $95,028 | $95,028 | 1 |
| Elizabeth Carlock Phillips | Executive Dir. | 2024 | $46,000 | $46,000 | 1 |
| Catherine H Burnett (former) | CHIEF IMPACT OFFIC | 2016-2023 | $128,134 | $837,752 | 1 |
| Mandi S Freeman (former) | DIRECTOR OF OPER | 2022-2023 | $119,039 | $215,893 | 1 |
| Lori G Underhill (former) | ADMINISTRATIVE | 2019-2021 | $56,659 | $174,112 | 1 |
| Pamela Bilodeau (former) | EXECUTIVE COORDINATO | 2017-2018 | $66,411 | $124,328 | 1 |
| Christina M Geyer (former) | EMPLOYEE | 2021 | $117,879 | $117,879 | 1 |
| Erica K Hall (former) | EMPLOYEE | 2020 | $77,924 | $77,924 | 1 |
| Kate Knight (former) | DIRECTOR OF IMPACT | 2023 | $73,906 | $73,906 | 1 |
| Mandi R Freeman (former) | EMPLOYEE | 2021 | $63,778 | $63,778 | 1 |
| Brooke G Fedro (former) | EMPLOYEE | 2020 | $52,500 | $52,500 | 1 |
Officers and directors, no compensation reported
7 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Kat Phillips | Trustee | 2024 | 0 | $0 reported | 1 |
| Keith Phillips | Trustee | 2016-2024 | 0 | $0 reported | 1 |
| Kevin Phillips | Trustee | 2016-2024 | 0 | $0 reported | 1 |
| Katherine Phillips (former) | Trustee | 2016-2023 | 0 | $0 reported | 1 |
| Kert Phillips (former) | Trustee | 2016-2023 | 0 | $0 reported | 1 |
| Peter Gilchrist (former) | Trustee | 2016-2023 | 0 | $0 reported | 1 |
| Adam Tarleton (former) | PROTECTOR | 2018 | 1 | $0 reported | 1 |
People by year
2024 · 7 people listed · 4 paid, $431K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERICA K SHIELDS | MANAGING DIRECTOR | 40 | $167,410 | - | $17,894 | $185,304 | 1 |
| LAUREN BALDWIN | DIR. STRATEGIC IN | 40 | $93,644 | - | $11,197 | $104,841 | 1 |
| KATHERINE KNIGHT | SR. DIR IMPACT INV | 25 | $95,028 | - | - | $95,028 | 1 |
| ELIZABETH CARLOCK PHILLIPS | Executive Dir. | 20 | $46,000 | - | - | $46,000 | 1 |
| KAT PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| KEITH PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| KEVIN PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
2023 · 10 people listed · 5 paid, $618K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERICA K SHIELDS | MANAGING DIRECTOR | 40 | $183,141 | - | - | $183,141 | 1 |
| CATHERINE H BURNETT | CHIEF IMPACT OFFIC | 40 | $128,134 | - | - | $128,134 | 1 |
| MANDI S FREEMAN | DIRECTOR OF OPER | 40 | $119,039 | - | - | $119,039 | 1 |
| LAUREN BALDWIN | DIRECTOR OF STRAT | 40 | $113,952 | - | - | $113,952 | 1 |
| KATE KNIGHT | DIRECTOR OF IMPACT | 25 | $73,906 | - | - | $73,906 | 1 |
| KATHERINE PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| KEITH PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| KERT PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| KEVIN PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| PETER GILCHRIST | Trustee | 0 | $0 | - | - | $0 | 1 |
2022 · 8 people listed · 3 paid, $392K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERICA K SHIELDS | MANAGING DIRECTOR | 40 | $171,197 | - | - | $171,197 | 1 |
| CATHERINE H BURNETT | CHIEF IMPACT OFFIC | 40 | $123,743 | - | - | $123,743 | 1 |
| MANDI S FREEMAN | DIRECTOR OF OPER | 40 | $96,854 | - | - | $96,854 | 1 |
| KATHERINE PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| KEITH PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| KERT PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| KEVIN PHILLIPS | Trustee | 0 | $0 | - | - | $0 | 1 |
| PETER GILCHRIST | Trustee | 0 | $0 | - | - | $0 | 1 |
2021 · 10 people listed · 5 paid, $462K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CHRISTINA M GEYER | EMPLOYEE | 40 | $117,879 | - | $0 | $117,879 | 1 |
| ERICA K SHIELDS | EMPLOYEE | 40 | $116,732 | - | $0 | $116,732 | 1 |
| CATHERINE H BURNETT | CHIEF OPERATING OFFI | 40 | $106,797 | - | $0 | $106,797 | 1 |
| MANDI R FREEMAN | EMPLOYEE | 40 | $63,778 | - | $0 | $63,778 | 1 |
| LORI G UNDERHILL | ADMINISTRATIVE | 40 | $56,659 | - | $0 | $56,659 | 1 |
| KATHERINE PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEITH PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERT PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEVIN PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| PETER GILCHRIST | PROTECTOR | 1 | $0 | - | $0 | $0 | 1 |
2020 · 9 people listed · 4 paid, $296K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CATHERINE BURNETT | CHIEF OPERATING OFFI | 40 | $112,848 | - | $0 | $112,848 | 1 |
| ERICA K HALL | EMPLOYEE | 40 | $77,924 | - | $0 | $77,924 | 1 |
| BROOKE G FEDRO | EMPLOYEE | 40 | $52,500 | - | $0 | $52,500 | 1 |
| LORI UNDERHILL | ADMINISTRATIVE | 40 | $52,315 | - | $0 | $52,315 | 1 |
| KATHERINE PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEITH PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERT PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEVIN PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| PETER GILCHRIST | PROTECTOR | 1 | $0 | - | $0 | $0 | 1 |
2019 · 7 people listed · 2 paid, $180K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CATHERINE BURNETT | CHIEF OPERATING OFFI | 40 | $107,395 | - | $7,447 | $114,842 | 1 |
| LORI UNDERHILL | ADMINISTRATIVE | 40 | $61,221 | - | $3,917 | $65,138 | 1 |
| KATHERINE PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEITH PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERT PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEVIN PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| PETER GILCHRIST | PROTECTOR | 1 | $0 | - | $0 | $0 | 1 |
2018 · 7 people listed · 2 paid, $145K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CATHERINE BURNETT | CHIEF OPERATING OFFI | 40 | $73,352 | - | $5,135 | $78,487 | 1 |
| PAMELA BILODEAU | EXECUTIVE COORDINATO | 40 | $62,066 | - | $4,345 | $66,411 | 1 |
| KATHERINE PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEITH PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEVIN PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERT PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| ADAM TARLETON | PROTECTOR | 1 | $0 | - | $0 | $0 | 1 |
2017 · 7 people listed · 2 paid, $129K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CATHERINE BURNETT | CHIEF OPERATING OFFI | 40 | $66,176 | - | $4,492 | $70,668 | 1 |
| PAMELA BILODEAU | EXECUTIVE COORDINATO | 40 | $54,128 | - | $3,789 | $57,917 | 1 |
| KATHERINE PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEITH PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERT PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEVIN PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| PETER GILCHRIST | PROTECTOR | 1 | $0 | - | $0 | $0 | 1 |
2016 · 6 people listed · 1 paid, $102K
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| CATHERINE BURNETT | CHIEF OPERATING OFFI | 40 | $102,233 | - | $0 | $102,233 | 1 |
| KATHERINE PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEITH PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KERT PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| KEVIN PHILLIPS | TRUSTEE | 1 | $0 | - | $0 | $0 | 1 |
| PETER GILCHRIST | PROTECTOR | 1 | $0 | - | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 2 contractors · $357K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | SAN JOSE, CA | INVESTMENT MANAGEMENT | $281,572 |
| KATE KIRK LLC | VAN ALSTYNE, TX | ACCOUNTING SERVICES | $75,175 |
2023 · 5 contractors · $651K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | SAN JOSE, CA | INVESTMENT MANAGEMENT | $256,210 |
| THE CICERO GROUP LP | SALT LAKE CITY, UT | APP DEVELOPMENT | $172,250 |
| EGL MEDIA LLC | BRENTWOOD, TN | DIGITAL AND SOCIAL STRAT | $98,000 |
| ISTOOK CONSULTING LLC | FORT WORTH, TX | PROGRAM CONSULTING | $68,170 |
| KAITLIN KIRK | VAN ALSTYNE, TX | FINANCE AND ACCOUNTING | $55,941 |
2022 · 2 contractors · $317K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | SAN JOSE, CA | INVESTMENT MANAGEMENT | $263,068 |
| THE CICERO GROUP LP | SALT LAKE CITY, UT | APP DEVELOPMENT | $53,950 |
2021 · 1 contractor · $268K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | SAN JOSE, CA | INVESTMENT MANAGEMENT | $268,117 |
2020 · 3 contractors · $381K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | SAN JOSE, CA | INVESTMENT MANAGEMENT | $198,609 |
| 9THWONDER | WEST HOLLYWOOD, CA | MARKETING | $100,750 |
| PERSONA MEDIA | JUSTIN, TX | MARKETING | $81,816 |
2019 · 3 contractors · $295K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | SAN JOSE, CA | INVESTMENT MANAGEMENT | $182,271 |
| CICERO RESEARCH | SALT LAKE CITY, UT | WEBSITE DEVELOPMENT | $60,205 |
| NEXUS IMPACT ADVISORS | ARLINGTON, VA | WEBSITE CONTENT CURATION | $52,864 |
2018 · 1 contractor · $149K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | SAN JOSE, CA | INVESTMENT MANAGEMENT | $148,817 |
2017 · 1 contractor · $119K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | SAN JOSE, CA | INVESTMENT MANAGEMENT | $118,525 |
2016 · 1 contractor · $178K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN STANLEY | SAN JOSE, CA | INVESTMENT MANAGEMENT | $177,765 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2024 · 8 grants to organizations · $1.6M · 1 returned · -$46K
2023 · 7 grants to organizations · $1.4M
2022 · 5 grants to organizations · $1.8M · 1 grant to individuals · $25K
2021 · 7 grants to organizations · $1.5M
2020 · 12 grants to organizations · $2.1M
2019 · 7 grants to organizations · $1.3M
2018 · 8 grants to organizations · $1.8M
2017 · 9 grants to organizations · $1.9M
2016 · 12 grants to organizations · $4.6M
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
No contributors are listed on Schedule B in the e-filed returns we have for this organization.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990PF | ||||||||
| $5,142,964 | $3,351,361 | $49,875,275 | $46,723,613 | - | - | $213,410 | - | - |
| 2023 · Form 990PF | ||||||||
| $2,657,105 | $3,908,837 | $49,620,486 | $45,516,452 | - | - | $336,972 | - | - |
| 2022 · Form 990PF | ||||||||
| $2,043,327 | $3,409,362 | $58,854,090 | $58,846,462 | - | - | $327,262 | - | - |
| 2021 · Form 990PF | ||||||||
| $5,235,464 | $3,285,607 | $71,515,607 | $71,482,072 | - | - | $106,797 | - | - |
| 2020 · Form 990PF | ||||||||
| -$1,574,144 | $3,665,638 | $63,114,572 | $59,895,407 | - | - | $0 | - | - |
| 2019 · Form 990PF | ||||||||
| $2,744,722 | $2,774,174 | $63,530,778 | $63,512,660 | - | - | $107,395 | - | - |
| 2018 · Form 990PF | ||||||||
| $4,649,457 | $2,575,093 | $55,225,070 | $55,212,761 | - | - | $0 | - | - |
| 2017 · Form 990PF | ||||||||
| $4,022,167 | $2,438,737 | $59,261,771 | $59,255,552 | - | - | $0 | - | - |
| 2016 · Form 990PF | ||||||||
| $453,170 | $5,258,926 | $54,750,895 | $54,746,592 | - | - | $0 | - | - |
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
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|---|---|---|---|---|---|---|---|
| SPEEDWAY CHILDRENS CHARITIES | NC | T12 | $5,405,320 | $5,434,950 | DIRECTOR | $62,665 | Same NTEE code T12, revenue within 2x, same state |
| TROON FOUNDATION | NC | T12 | $4,867,672 | $3,055,574 | PRESIDENT | $0 | Same NTEE code T12, revenue within 2x, same state |
| THE CATHERINE JEFFERSON FOUNDATION | NC | T12 | $8,476,305 | $7,039,372 | TRUSTEE | $0 | Same NTEE code T12, revenue within 2x, same state |
| MANNHEIMER CHARITABLE TR | NH | T12 | $4,101,249 | $841,251 | Trustee | $37,569 | Same NTEE code T12, revenue within 2x |
| THE VERITY CHARITABLE FUND INC | NJ | T12 | $3,022,261 | $39,826 | CEO | $0 | Same NTEE code T12, revenue within 2x |
| ARPIN CHARITABLE FUND INC | CT | T12 | $3,163,239 | $262,062 | PRESIDENT/TREASURER/DIRECTOR | $0 | Same NTEE code T12, revenue within 2x |
| HAB CHARITABLE CORPORATION | TX | T12 | $6,218,730 | $4,972,592 | PRESIDENT, DIRECTOR | $0 | Same NTEE code T12, revenue within 2x |
| COREY C GRIFFIN CHARITABLE FOUNDATION | MA | T12 | $8,533,317 | $3,803,325 | PRESIDENT | $236,998 | Same NTEE code T12, revenue within 2x |
| STEPS AHEAD CHARITABLE FAMILY FOUNDATION | OH | T12 | $7,311,143 | $2,890,275 | President | $0 | Same NTEE code T12, revenue within 2x |
| PENNY AND ROBERT SARVER CHARITABLE FOUNDATION | AZ | T12 | $5,231,819 | $5,880,795 | PRESIDENT | $0 | Same NTEE code T12, revenue within 2x |
| WILLIAM A REED AND MARY J REED CHARITABLE FAMILY FOUNDATION | MO | T12 | $2,721,400 | $2,147,012 | TREASURER DIRECTOR | $91,938 | Same NTEE code T12, revenue within 2x |
| EXCELLERATE FOUNDATION CHARITABLE SUPPORT | AR | T12 | $7,896,037 | $3,220,499 | PRESIDENT/CEO | $567,178 | Same NTEE code T12, revenue within 2x |
| CHILDRENS HEALTHCARE CHARITY INC | FL | T12 | $2,748,214 | $2,749,424 | CO-CHAIRPERSON | $0 | Same NTEE code T12, revenue within 2x |
| HERSCHEL AND ESTHER WAXMAN CHARITY TRUST | NY | T12 | $3,000,000 | $0 | PRES | $0 | Same NTEE code T12, revenue within 2x |
| ARKANSAS CHAMPIONS TRUST | AR | T12 | $6,402,510 | $6,559,671 | DIRECTOR | $0 | Same NTEE code T12, revenue within 2x |
| SEACHANGE CAPITAL PARTNERS INC | NY | T12 | $3,735,687 | $3,267,486 | MNG PARTNER | $229,880 | Same NTEE code T12, revenue within 2x |
| THE CHARLIE & MOLL ANDERSON FOUNDATION | AL | T12 | $4,027,458 | $5,699,987 | DIRECTOR | $0 | Same NTEE code T12, revenue within 2x |
| KENTUCKY CASA NETWORK INC | KY | T12 | $4,124,250 | $3,878,863 | EXECUTIVE DIRECTOR | $127,483 | Same NTEE code T12, revenue within 2x |
| THE GIVING KITCHEN INITIATIVE INC | GA | T12 | $7,755,699 | $7,237,491 | CEO, start 08/2024 | $101,528 | Same NTEE code T12, revenue within 2x |
| ALL STAR CHILDRENS FOUNDATION INC | FL | T12 | $3,854,498 | $4,066,212 | CEO | $247,199 | Same NTEE code T12, revenue within 2x |
| GIVING TUESDAY INC | NY | T12 | $3,656,742 | $8,638,316 | CEO/PRESIDENT | $462,873 | Same NTEE code T12, revenue within 2x |
| CENTRAL TZEDAKAH INC | NY | T12 | $5,278,953 | $5,273,116 | DIRECTOR | $0 | Same NTEE code T12, revenue within 2x |
| SEARLE FREEDOM TRUST | WI | T12 | $4,286,637 | $21,514,414 | EXECUTIVE DIRECTOR | $713,162 | Same NTEE code T12, revenue within 2x |
| BUCKLEY FOUNDATION TR | PA | T12 | $8,282,891 | $3,057,847 | CO-TRUSTEE | $0 | Same NTEE code T12, revenue within 2x |
| NICHOLAS ENDOWMENT TR | CA | T12 | $2,697,853 | $2,211,317 | TRUSTEE AND EXECUTIVE DIRE | $83,000 | Same NTEE code T12, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990PF · $3,351,361 spent · pay $636,354 · grants $1,533,001 · events $103,652
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,533,001 | 45.7% | |
| Fees: other professional | $625,424 | 18.7% | |
| Other salaries and wages | $368,453 | 11.0% | |
| Pay: officers, directors, trustees | $213,410 | 6.4% | |
| Occupancy | $175,700 | 5.2% | |
| Other expenses | $140,071 | 4.2% | |
| Travel, conferences and meetings | $103,652 | 3.1% | |
| Fees: accounting | $75,175 | 2.2% | |
| Fees: legal | $59,131 | 1.8% | |
| Pension plans and employee benefits | $54,491 | 1.6% | |
| Printing and publications | $3,135 | 0.1% | |
| Depreciation and depletion | $110 | 0.0% | |
| Taxes | -$392 | -0.0% | |
| Total | $3,351,361 | 100% |
2023 · Form 990PF · $3,908,837 spent · pay $751,689 · grants $1,442,000 · events $22,435
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,442,000 | 36.9% | |
| Fees: other professional | $1,256,628 | 32.1% | |
| Other salaries and wages | $372,080 | 9.5% | |
| Pay: officers, directors, trustees | $336,972 | 8.6% | |
| Occupancy | $151,306 | 3.9% | |
| Other expenses | $151,214 | 3.9% | |
| Taxes | $72,760 | 1.9% | |
| Fees: accounting | $55,941 | 1.4% | |
| Pension plans and employee benefits | $42,637 | 1.1% | |
| Travel, conferences and meetings | $22,435 | 0.6% | |
| Printing and publications | $3,073 | 0.1% | |
| Fees: legal | $1,347 | 0.0% | |
| Depreciation and depletion | $444 | 0.0% | |
| Total | $3,908,837 | 100% |
2022 · Form 990PF · $3,409,362 spent · pay $580,457 · grants $1,862,120 · events $14,591
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,862,120 | 54.6% | |
| Fees: other professional | $369,543 | 10.8% | |
| Other expenses | $367,337 | 10.8% | |
| Pay: officers, directors, trustees | $327,262 | 9.6% | |
| Other salaries and wages | $198,521 | 5.8% | |
| Occupancy | $149,761 | 4.4% | |
| Pension plans and employee benefits | $54,674 | 1.6% | |
| Fees: accounting | $32,402 | 1.0% | |
| Taxes | $30,745 | 0.9% | |
| Travel, conferences and meetings | $14,591 | 0.4% | |
| Fees: legal | $1,291 | 0.0% | |
| Depreciation and depletion | $1,115 | 0.0% | |
| Total | $3,409,362 | 100% |
2021 · Form 990PF · $3,285,607 spent · pay $601,990 · grants $1,500,092 · events $4,417
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,500,092 | 45.7% | |
| Other expenses | $572,315 | 17.4% | |
| Other salaries and wages | $415,625 | 12.6% | |
| Fees: other professional | $358,375 | 10.9% | |
| Occupancy | $144,097 | 4.4% | |
| Pay: officers, directors, trustees | $106,797 | 3.3% | |
| Pension plans and employee benefits | $79,568 | 2.4% | |
| Fees: accounting | $43,833 | 1.3% | |
| Taxes | $34,586 | 1.1% | |
| Fees: legal | $23,185 | 0.7% | |
| Travel, conferences and meetings | $4,417 | 0.1% | |
| Depreciation and depletion | $2,717 | 0.1% | |
| Total | $3,285,607 | 100% |
2020 · Form 990PF · $3,665,638 spent · pay $421,780 · grants $2,110,507 · events $7,306
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $2,110,507 | 57.6% | |
| Other expenses | $651,791 | 17.8% | |
| Other salaries and wages | $396,909 | 10.8% | |
| Fees: other professional | $278,588 | 7.6% | |
| Taxes | $135,585 | 3.7% | |
| Fees: accounting | $34,400 | 0.9% | |
| Pension plans and employee benefits | $24,871 | 0.7% | |
| Fees: legal | $21,376 | 0.6% | |
| Travel, conferences and meetings | $7,306 | 0.2% | |
| Depreciation and depletion | $4,305 | 0.1% | |
| Total | $3,665,638 | 100% |
2019 · Form 990PF · $2,774,174 spent · pay $250,839 · grants $1,295,367 · events $47,890
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,295,367 | 46.7% | |
| Other expenses | $598,437 | 21.6% | |
| Taxes | $321,039 | 11.6% | |
| Fees: other professional | $210,533 | 7.6% | |
| Other salaries and wages | $119,949 | 4.3% | |
| Pay: officers, directors, trustees | $107,395 | 3.9% | |
| Travel, conferences and meetings | $47,890 | 1.7% | |
| Pension plans and employee benefits | $23,495 | 0.8% | |
| Fees: accounting | $23,105 | 0.8% | |
| Fees: legal | $21,485 | 0.8% | |
| Depreciation and depletion | $5,479 | 0.2% | |
| Total | $2,774,174 | 100% |
2018 · Form 990PF · $2,575,093 spent · pay $189,898 · grants $1,824,714 · events $48,407
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,824,714 | 70.9% | |
| Fees: other professional | $180,624 | 7.0% | |
| Other salaries and wages | $180,419 | 7.0% | |
| Taxes | $172,554 | 6.7% | |
| Other expenses | $123,816 | 4.8% | |
| Travel, conferences and meetings | $48,407 | 1.9% | |
| Fees: accounting | $17,478 | 0.7% | |
| Fees: legal | $11,180 | 0.4% | |
| Pension plans and employee benefits | $9,479 | 0.4% | |
| Depreciation and depletion | $6,422 | 0.2% | |
| Total | $2,575,093 | 100% |
2017 · Form 990PF · $2,438,737 spent · pay $173,585 · grants $1,934,723 · events $31,085
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $1,934,723 | 79.3% | |
| Other salaries and wages | $165,304 | 6.8% | |
| Fees: other professional | $125,727 | 5.2% | |
| Other expenses | $71,571 | 2.9% | |
| Taxes | $56,578 | 2.3% | |
| Travel, conferences and meetings | $31,085 | 1.3% | |
| Fees: accounting | $22,431 | 0.9% | |
| Fees: legal | $17,286 | 0.7% | |
| Pension plans and employee benefits | $8,281 | 0.3% | |
| Depreciation and depletion | $5,751 | 0.2% | |
| Total | $2,438,737 | 100% |
2016 · Form 990PF · $5,258,926 spent · pay $196,931 · grants $4,646,967 · events $33,741
| Line | As described | Total | Share |
|---|---|---|---|
| Contributions, gifts, grants paid | $4,646,967 | 88.4% | |
| Fees: other professional | $200,254 | 3.8% | |
| Other salaries and wages | $189,276 | 3.6% | |
| Other expenses | $81,157 | 1.5% | |
| Fees: accounting | $50,258 | 1.0% | |
| Travel, conferences and meetings | $33,741 | 0.6% | |
| Fees: legal | $27,745 | 0.5% | |
| Taxes | $16,122 | 0.3% | |
| Pension plans and employee benefits | $7,655 | 0.1% | |
| Depreciation and depletion | $5,751 | 0.1% | |
| Total | $5,258,926 | 100% |
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