BENEFICIAL STATE FOUNDATION
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Cite this
Plain text BENEFICIAL STATE FOUNDATION. furp.org, nonprofit organization profile, tax years 2012–2024. https://furp.org/org/beneficial-state-foundation-205253663. Retrieved 2026-11-05.
APA furp.org. (n.d.). BENEFICIAL STATE FOUNDATION [Nonprofit organization profile; tax years 2012–2024]. Retrieved November 5, 2026, from https://furp.org/org/beneficial-state-foundation-205253663
MLA “BENEFICIAL STATE FOUNDATION.” furp.org, tax years 2012–2024, https://furp.org/org/beneficial-state-foundation-205253663. Accessed 5 Nov. 2026.
Retrieved 2026-11-05; covers tax years 2012–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $5.3M · expenses $5.6M · assets $116.4M
- EIN
- 20-5253663
- Address
- 2101 WEBSTER ST STE 140, OAKLAND, CA 94612-3059
- Website
- WWW.BENEFICIALSTATE.ORG
- NTEE code
- W60 Financial Institutions (Public and Societal Benefit) published (IRS Business Master File)
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- February 2008 (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 (public charity) Pub 78 ↗
- Foundation status
- Public charity supported by the public (170(b)(1)(a)(vi))
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO CREATE, GUIDE, AND PROMOTE A BENEFICIAL BANKING MODEL THAT TRANSFORMS THE BANKING INDUSTRY; WE ACCELERATE THE TRANSFORMATION BY ATTRACTING HUMAN, FINANCIAL, AND INTELLECTUAL CAPITAL TO BENEFICIAL BANKING.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
17 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 |
|---|---|---|---|---|---|
| Erin Kilmer Neel | EXEC DIR AND CHIEF IMPACT OFFICER | 2017-2024 | $226,226 | $1,577,064 | 1 |
| Maria Kei Oldiges | SOCIAL IMPACT RESEARCH AND EVAL DIR. | 2019-2024 | $171,514 | $707,322 | 1 |
| Francis Dennis Janes | INDUSTRY RELATIONS/PARTNERSHIPS DIR. | 2021-2024 | $169,699 | $610,306 | 1 |
| William Aaron Kristin | STRATEGIC COMMUNICATIONS DIRECTOR | 2021-2024 | $181,392 | $583,839 | 1 |
| Darnell Grisby | SVP, CLEAN VEHICLE ASST. PROGRAM | 2022-2024 | $206,088 | $576,432 | 1 |
| Annie Bakke Claybaugh | VP, OPERATIONS AND FINANCE | 2022-2024 | $197,516 | $506,514 | 1 |
| Quinntavious Williams | DIRECTOR, EQUITABLE BANK STANDARDS | 2023-2024 | $178,218 | $316,819 | 1 |
| Anil Awasti | VP, TALENT & CULTURE | 2024 | $184,904 | $184,904 | 1 |
| Salvador Menjivar (former) | EXECUTIVE DIRECTOR (THRU 6/30/18) | 2012-2018 | $205,388 | $1,256,941 | 1 |
| Anne Bakke Claybaugh (former) | SECRETARY/TREAS./VP, OPS & FINANCE | 2019-2021 | $158,840 | $463,444 | 1 |
| Katherine Astaire Rood (former) | ORG DEVELOPMENT AND CULTURE | 2019-2021 | $160,600 | $444,979 | 1 |
| Jhana Taylor Valentine (former) | PROGRAM DIRECTOR | 2019-2021 | $137,639 | $394,542 | 1 |
| Rodrigo Sandoval (former) | OPERATIONS DIRECTOR | 2022-2023 | $141,127 | $272,652 | 1 |
| Emma Guttman-Slater (former) | POLICY ADV. & FIELD BLDG. DIRECTOR | 2019-2020 | $142,600 | $269,844 | 1 |
| Virgil Reed Looney (former) | DEPUTY DIRECTOR | 2020 | $179,096 | $179,096 | 1 |
| Emily Ellickson-Brown (former) | ASSOCIATE DIRECTOR, FINANCE | 2023 | $145,593 | $145,593 | 1 |
| Marites Bravo Ares (former) | INDUSTRY RELATIONS & PARTNERSHIP DIRECTOR | 2019 | $116,085 | $116,085 | 1 |
Officers and directors, no compensation reported
15 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 |
|---|---|---|---|---|---|
| Janiece Evans-Page | BOARD DIRECTOR | 2023-2024 | 0 | $0 reported | 7 |
| Robert Wilkins | PRESIDENT | 2012-2024 | 0 | $0 reported | 1 |
| Elmy Bermejo | BOARD DIRECTOR | 2016-2024 | 0 | $0 reported | 1 |
| Angela Glover Davis | BOARD DIRECTOR | 2019-2024 | 0 | $0 reported | 1 |
| Kat Taylor | BOARD DIRECTOR | 2012-2024 | 0 | $0 reported | 1 |
| Kriss Deiglmeier (former) | BOARD DIRECTOR (THRU 08/18/22) | 2014-2022 | 0 | $0 reported | 8 |
| Janiece Evans-Paige (former) | BOARD DIRECTOR | 2022 | 0 | $0 reported | 1 |
| Tuti Scott (former) | BOARD DIRECTOR (THRU 01/31/21) | 2020-2021 | 0 | $0 reported | 7 |
| Cynthia Parker (former) | BOARD DIRECTOR | 2012-2021 | 0 | $0 reported | 53 |
| Mauricio Miller (former) | BOARD DIRECTOR (THRU 02/28/21) | 2019-2021 | 0 | $0 reported | 1 |
| Tom Steyer (former) | SECRETARY/TREASURER (THRU 7/9/2019) | 2012-2019 | 0 | $0 reported | 1 |
| Michael Kieschnick (former) | BOARD DIRECTOR | 2012-2018 | 0 | $0 reported | 1 |
| Martin Weinstein (former) | BOARD DIRECTOR (THRU 9/15/15) | 2012-2015 | 0 | $0 reported | 1 |
| Gary Schwartz (former) | BOARD DIRECTOR (THRU 3/20/14) | 2012-2014 | 0 | $0 reported | 5 |
| Rick Holliday (former) | BOARD DIRECTOR | 2012 | 0 | $0 reported | 1 |
People by year
2024 · 13 people listed · 8 paid, $1.5M · 22 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIN KILMER NEEL | EXEC DIR AND CHIEF IMPACT OFFICER | 43 | $213,777 | $0 | $12,449 | $226,226 | 1 |
| DARNELL GRISBY | SVP, CLEAN VEHICLE ASST. PROGRAM | 43 | $196,336 | $0 | $9,752 | $206,088 | 1 |
| ANNIE BAKKE CLAYBAUGH | VP, OPERATIONS AND FINANCE | 43 | $162,103 | $0 | $35,413 | $197,516 | 1 |
| ANIL AWASTI | VP, TALENT & CULTURE | 43 | $166,700 | $0 | $18,204 | $184,904 | 1 |
| WILLIAM AARON KRISTIN | STRATEGIC COMMUNICATIONS DIRECTOR | 43 | $154,533 | $0 | $26,859 | $181,392 | 1 |
| QUINNTAVIOUS WILLIAMS | DIRECTOR, EQUITABLE BANK STANDARDS | 43 | $159,577 | $0 | $18,641 | $178,218 | 1 |
| MARIA KEI OLDIGES | SOCIAL IMPACT RESEARCH AND EVAL DIR. | 43 | $156,459 | $0 | $15,055 | $171,514 | 1 |
| FRANCIS DENNIS JANES | INDUSTRY RELATIONS/PARTNERSHIPS DIR. | 43 | $160,093 | $0 | $9,606 | $169,699 | 1 |
| ROBERT WILKINS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| ELMY BERMEJO | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANGELA GLOVER DAVIS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| JANIECE EVANS-PAGE | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 7 |
| KAT TAYLOR | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2023 · 13 people listed · 8 paid, $1.3M · 26 employees · 5 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIN KILMER NEEL | EXECUTIVE DIRECTOR | 43 | $200,146 | $0 | $13,070 | $213,216 | 1 |
| DARNELL GRISBY | SVP, CLEAN VEHICLE ASST. PROGRAM | 43 | $192,490 | $0 | $12,316 | $204,806 | 1 |
| ANNIE BAKKE CLAYBAUGH | SECRETARY/TREAS./VP, OPS & FINANCE | 43 | $142,085 | $0 | $34,583 | $176,668 | 1 |
| FRANCIS DENNIS JANES | INDUSTRY RELATIONS/PARTNERSHIPS DIR. | 43 | $127,935 | $0 | $26,427 | $154,362 | 1 |
| WILLIAM AARON KRISTIN | STRATEGIC COMMUNICATION DIRECTOR | 43 | $136,634 | $0 | $8,990 | $145,624 | 1 |
| EMILY ELLICKSON-BROWN | ASSOCIATE DIRECTOR, FINANCE | 43 | $114,406 | $0 | $31,187 | $145,593 | 1 |
| RODRIGO SANDOVAL | OPERATIONS DIRECTOR | 43 | $122,869 | $0 | $18,258 | $141,127 | 1 |
| QUINNTAVIOUS WILLIAMS | DIRECTOR, EQUITABLE BANK STANDARDS | 43 | $124,104 | $0 | $14,497 | $138,601 | 1 |
| ROBERT WILKINS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| ELMY BERMEJO | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANGELA GLOVER DAVIS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| JANIECE EVANS-PAGE | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 7 |
| KAT TAYLOR | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2022 · 13 people listed · 7 paid, $1.1M · 34 employees · 6 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIN KILMER NEEL | EXECUTIVE DIRECTOR | 43 | $193,430 | $0 | $12,526 | $205,956 | 1 |
| DARNELL GRISBY | SVP, CLEAN VEHICLE ASST. PROGRAM | 43 | $157,429 | $0 | $8,109 | $165,538 | 1 |
| FRANCIS DENNIS JANES | INDUSTRY RELATIONS/PARTNERSHIP DIR. | 43 | $123,280 | $0 | $22,143 | $145,423 | 1 |
| MARIA KEI OLDIGES | SOCIAL IMPACT R&E DIRECTOR | 43 | $129,219 | $0 | $15,900 | $145,119 | 1 |
| ANNIE BAKKE CLAYBAUGH | SECRETARY/TREAS./VP, OPS & FINANCE | 43 | $112,044 | $0 | $20,286 | $132,330 | 1 |
| RODRIGO SANDOVAL | OPERATIONS DIRECTOR | 43 | $116,466 | $0 | $15,059 | $131,525 | 1 |
| WILLIAM AARON KRISTIN | STRATEGIC COMMUNICATION DIRECTOR | 43 | $120,323 | $0 | $7,810 | $128,133 | 1 |
| ROBERT WILKINS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| ELMY BERMEJO | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANGELA GLOVER DAVIS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| JANIECE EVANS-PAIGE | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KAT TAYLOR | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KRISS DEIGLMEIER | BOARD DIRECTOR (THRU 08/18/22) | 0 | $0 | $0 | $0 | $0 | 8 |
2021 · 14 people listed · 7 paid, $1.1M · 36 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIN KILMER NEEL | EXECUTIVE DIRECTOR AND CIO | 43 | $193,393 | $0 | $11,723 | $205,116 | 1 |
| KATHERINE ASTAIRE ROOD | ORG DEVELOPMENT AND CULTURE | 43 | $142,893 | $0 | $17,707 | $160,600 | 1 |
| ANNE BAKKE CLAYBAUGH | SECRETARY/TREAS./VP, OPS & FINANCE | 43 | $135,979 | $0 | $22,861 | $158,840 | 1 |
| FRANCIS DENNIS JANES | PARTNERSHIP DIRECTOR | 43 | $118,909 | $0 | $21,913 | $140,822 | 1 |
| MARIA KEI OLDIGES | SOCIAL IMPACT R&E DIRECTOR | 43 | $121,294 | $0 | $16,347 | $137,641 | 1 |
| JHANA TAYLOR VALENTINE | PROGRAM DIRECTOR | 43 | $121,293 | $0 | $16,346 | $137,639 | 1 |
| WILLIAM AARON KRISTIN | STRATEGIC COMMUNICATION DIRECTOR | 43 | $121,292 | $0 | $7,398 | $128,690 | 1 |
| ROBERT WILKINS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KRISS DEIGLMEIER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 8 |
| ELMY BERMEJO | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANGELA GLOVER DAVIS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CYNTHIA PARKER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 53 |
| TUTI SCOTT | BOARD DIRECTOR (THRU 01/31/21) | 0 | $0 | $0 | $0 | $0 | 7 |
| MAURICIO MILLER | BOARD DIRECTOR (THRU 02/28/21) | 0 | $0 | $0 | $0 | $0 | 1 |
2020 · 14 people listed · 7 paid, $1.1M · 36 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIN KILMER NEEL | EXECUTIVE DIRECTOR AND CIO | 40 | $198,530 | $0 | $12,589 | $211,119 | 1 |
| VIRGIL REED LOONEY | DEPUTY DIRECTOR | 40 | $162,480 | $0 | $16,616 | $179,096 | 1 |
| ANNE BAKKE CLAYBAUGH | SECRETARY/TREAS./VP, OPS & FINANCE | 40 | $147,030 | $0 | $23,384 | $170,414 | 1 |
| KATHERINE ASTAIRE ROOD | ORG DEVELOPMENT AND CULTURE | 40 | $136,730 | $0 | $16,995 | $153,725 | 1 |
| EMMA GUTTMAN-SLATER | POLICY ADV. & FIELD BLDG. DIRECTOR | 40 | $126,430 | $0 | $16,170 | $142,600 | 1 |
| JHANA TAYLOR VALENTINE | PROGRAM DIRECTOR | 40 | $123,340 | $0 | $16,090 | $139,430 | 1 |
| MARIA KEI OLDIGES | SOCIAL IMPACT R&E DIRECTOR | 40 | $122,310 | $0 | $16,025 | $138,335 | 1 |
| ROBERT WILKINS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KRISS DEIGLMEIER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 8 |
| ELMY BERMEJO | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANGELA GLOVER DAVIS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CYNTHIA PARKER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 53 |
| MAURICIO MILLER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| TUTI SCOTT | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 7 |
2019 · 15 people listed · 7 paid, $977K · 31 employees · 8 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ERIN KILMER NEEL | EXECUTIVE DIRECTOR AND CIO | 40 | $222,412 | $0 | $13,734 | $236,146 | 1 |
| ANNE BAKKE CLAYBAUGH | SECRETARY/TREAS./VP, OPS & FINANCE | 40 | $118,912 | $0 | $15,278 | $134,190 | 1 |
| KATHERINE ASTAIRE ROOD | ORG DEVELOPMENT AND CULTURE DIRECTOR | 40 | $116,942 | $0 | $13,712 | $130,654 | 1 |
| EMMA GUTTMAN-SLATER | POLICY ADVOCACY & FIELD BUILDING DIRECTOR | 40 | $113,598 | $0 | $13,646 | $127,244 | 1 |
| JHANA TAYLOR VALENTINE | PROGRAM DIRECTOR | 40 | $103,379 | $0 | $14,094 | $117,473 | 1 |
| MARITES BRAVO ARES | INDUSTRY RELATIONS & PARTNERSHIP DIRECTOR | 40 | $102,859 | $0 | $13,226 | $116,085 | 1 |
| MARIA KEI OLDIGES | SOCIAL IMPACT RESEARCH & EVAL. DIR | 40 | $101,001 | $0 | $13,712 | $114,713 | 1 |
| ROBERT WILKINS | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| KAT TAYLOR | PRESIDENT (THRU 7/9/2019) | 0 | $0 | $0 | $0 | $0 | 1 |
| TOM STEYER | SECRETARY/TREASURER (THRU 7/9/2019) | 0 | $0 | $0 | $0 | $0 | 1 |
| KRISS DEIGLMEIER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 8 |
| ELMY BERMEJO | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ANGELA GLOVER DAVIS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CYNTHIA PARKER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 53 |
| MAURICIO MILLER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2018 · 9 people listed · 2 paid, $345K · 16 employees · 7 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SALVADOR MENJIVAR | EXECUTIVE DIRECTOR (THRU 6/30/18) | 40 | $170,616 | $0 | $34,772 | $205,388 | 1 |
| ERIN KILMER NEEL | EXECUTIVE DIRECTOR & CIO | 40 | $121,200 | $0 | $18,072 | $139,272 | 1 |
| KAT TAYLOR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| TOM STEYER | SECRETARY/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| KRISS DEIGLMEIER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 8 |
| CYNTHIA PARKER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 53 |
| MICHAEL KIESCHNICK | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBERT WILKINS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ELMY BERMEJO | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2017 · 9 people listed · 2 paid, $351K · 14 employees · 73 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SALVADOR MENJIVAR | EXECUTIVE DIRECTOR | 40 | $170,574 | $0 | $40,524 | $211,098 | 1 |
| ERIN KILMER NEEL | DEPUTY DIRECTOR & CHIEF IMPACT OFFCR | 40 | $121,200 | $0 | $18,813 | $140,013 | 1 |
| KAT TAYLOR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| TOM STEYER | SECRETARY/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| KRISS DEIGLMEIER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 8 |
| CYNTHIA PARKER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 53 |
| MICHAEL KIESCHNICK | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBERT WILKINS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ELMY BERMEJO | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2016 · 8 people listed · 1 paid, $212K · 16 employees · 40 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SALVADOR MENJIVAR | EXECUTIVE DIRECTOR | 40 | $170,168 | $0 | $41,608 | $211,776 | 1 |
| KAT TAYLOR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| TOM STEYER | SECRETARY/TREASURER | 0 | $0 | $0 | $0 | $0 | 1 |
| KRISS DEIGLMEIER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 8 |
| CYNTHIA PARKER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 53 |
| MICHAEL KIESCHNICK | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBERT WILKINS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ELMY BERMEJO | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2015 · 8 people listed · 1 paid, $243K · 9 employees · 54 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SALVADOR MENJIVAR | EXECUTIVE DIRECTOR | 40 | $172,548 | $0 | $70,464 | $243,012 | 1 |
| KAT TAYLOR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| TOM STEYER | SECRETARY OF THE BOARD | 0 | $0 | $0 | $0 | $0 | 1 |
| MARTIN WEINSTEIN | BOARD DIRECTOR (THRU 9/15/15) | 0 | $0 | $0 | $0 | $0 | 1 |
| KRISS DEIGLMEIER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 8 |
| CYNTHIA PARKER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 53 |
| MICHAEL KIESCHNICK | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBERT WILKINS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
2014 · 9 people listed · 1 paid, $212K · 11 employees · 32 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SALVADOR MENJIVAR | EXECUTIVE DIRECTOR | 40 | $173,082 | $0 | $38,585 | $211,667 | 1 |
| KAT TAYLOR | PRESIDENT | 0 | $0 | $0 | $0 | $0 | 1 |
| TOM STEYER | SECRETARY OF THE BOARD | 0 | $0 | $0 | $0 | $0 | 1 |
| MARTIN WEINSTEIN | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| KRISS DEIGLMEIER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 8 |
| CYNTHIA PARKER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 53 |
| MICHAEL KIESCHNICK | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBERT WILKINS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| GARY SCHWARTZ | BOARD DIRECTOR (THRU 3/20/14) | 0 | $0 | $0 | $0 | $0 | 5 |
2012 · 9 people listed · 1 paid, $174K · 14 employees · 30 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| SALVADOR MENJIVAR | EXECUTIVE DIRECTOR | 40 | $150,000 | $0 | $24,000 | $174,000 | 1 |
| KAT TAYLOR | CHAIRMAN | 2 | $0 | $0 | $0 | $0 | 1 |
| TOM STEYER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| ROBERT WILKINS | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MARTIN WEINSTEIN | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL KIESCHNICK | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| CYNTHIA PARKER | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 53 |
| RICK HOLLIDAY | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 1 |
| GARY SCHWARTZ | BOARD DIRECTOR | 0 | $0 | $0 | $0 | $0 | 5 |
Highest-paid independent contractors
2024 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| STRATYFY | NEW YORK, NY | TECHNOLOGY DEVELOPMENT | $600,000 |
| BOND STUDIO LLC | CHARLOTTE, NC | VIDEO PRODUCTION | $282,378 |
| GREENARC INC | ALBUQUERQUE, NM | TECHNOLOGY DEVELOPMENT | $225,000 |
| GRID ALTERNATIVES | OAKLAND, CA | INSTALLATION OF EV CHARGING SYSTEMS | $216,345 |
| SUSAN BROWN CONSULTING | MOUNT SHASTA, CA | TECHNICAL PROGRAM ASSISTANCE | $100,800 |
2023 · 4 contractors · $739K
| Name | Location | Service | Paid |
|---|---|---|---|
| STRATYFY | NEW YORK, NY | TECHNOLOGY DEVELOPMENT | $350,000 |
| CONTEXT PARTNERS INC | PORTLAND, OR | STRATEGIC PLANNING | $171,099 |
| GREENARC INC | ALBUQUERQUE, NM | TECHNOLOGY DEVELOPMENT | $112,500 |
| GRID ALTERNATIVES | OAKLAND, CA | INSTALLATION OF EV CHARGING SYSTEMS | $105,000 |
2022 · 1 contractor · $105K
| Name | Location | Service | Paid |
|---|---|---|---|
| GRID ALTERNATIVES | OAKLAND, CA | INSTALLATION OF EV CHARGING SYSTEMS | $105,000 |
2021 · 1 contractor · $4.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| GRID ALTERNATIVES | OAKLAND, CA | INSTALLATION OF EV CHARGING SYSTEMS | $4,000,491 |
2020 · 1 contractor · $752K
| Name | Location | Service | Paid |
|---|---|---|---|
| GRID ALTERNATIVES | OAKLAND, CA | INSTALLATION OF EV CHARGING SYSTEMS | $751,500 |
2019 · 1 contractor · $257K
| Name | Location | Service | Paid |
|---|---|---|---|
| FARELLA BRAUN MARTEL LLP | SAN FRANCISCO, CA | LEGAL SERVICES | $256,809 |
2014 · 1 contractor · $214K
| Name | Location | Service | Paid |
|---|---|---|---|
| FARELLA BRAUN MARTEL LLP | SAN FRANCISCO, CA | LEGAL SERVICES | $214,397 |
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.
2022 · 1 grant to organizations · $242K
Listed grants add up to $242,500; the return's “grants paid” expense line says $2,356,884. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 1 grant to organizations · $214K
Listed grants add up to $214,500; the return's “grants paid” expense line says $18,583,041. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 1 grant to organizations · $500K
Listed grants add up to $500,000; the return's “grants paid” expense line says $6,182,931. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 1 grant to organizations · $260K
Listed grants add up to $260,000; the return's “grants paid” expense line says $1,657,057. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 5 grants to organizations · $313K
Listed grants add up to $312,951; the return's “grants paid” expense line says $1,357,554. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 1 grant to organizations · $400K
Listed grants add up to $400,000; the return's “grants paid” expense line says $413,898. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 4 grants to organizations · $250K
Listed grants add up to $250,000; the return's “grants paid” expense line says $316,061. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 4 grants to organizations · $46K
Listed grants add up to $46,250; the return's “grants paid” expense line says $224,835. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 4 grants to organizations · $35K
Listed grants add up to $34,864; the return's “grants paid” expense line says $173,246. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 2 grants to organizations · $685K
Listed grants add up to $685,000; the return's “grants paid” expense line says $727,137. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
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 990 | ||||||||
| $5,346,285 | $5,623,982 | $116,410,449 | $115,015,763 | $5,043,967 | $0 | $617,218 | 22 | 5 |
| 2023 · Form 990 | ||||||||
| $7,525,287 | $7,670,444 | $117,915,206 | $115,293,460 | $7,240,351 | $0 | $594,690 | 26 | 5 |
| 2022 · Form 990 | ||||||||
| $5,676,276 | $6,761,798 | $122,226,419 | $115,438,617 | $5,425,264 | $0 | $338,285 | 34 | 6 |
| 2021 · Form 990 | ||||||||
| $22,406,818 | $23,851,666 | $119,858,062 | $113,750,028 | $22,165,155 | $0 | $363,956 | 36 | 7 |
| 2020 · Form 990 | ||||||||
| $14,451,736 | $11,306,355 | $116,691,991 | $115,179,175 | $14,445,845 | $0 | $381,533 | 36 | 7 |
| 2019 · Form 990 | ||||||||
| $5,533,095 | $5,257,343 | $113,005,036 | $112,033,794 | $5,532,079 | $466 | $370,336 | 31 | 8 |
| 2018 · Form 990 | ||||||||
| $21,563,772 | $3,564,613 | $112,496,822 | $111,758,042 | $21,557,882 | $5,637 | $344,660 | 16 | 7 |
| 2017 · Form 990 | ||||||||
| $11,572,440 | $2,250,600 | $93,844,530 | $93,758,883 | $11,565,555 | $4,446 | $308,832 | 14 | 73 |
| 2016 · Form 990 | ||||||||
| $24,551,880 | $2,050,482 | $84,526,896 | $84,437,043 | $24,540,000 | $5,527 | $273,956 | 16 | 40 |
| 2015 · Form 990 | ||||||||
| $602,442 | $1,951,475 | $61,936,041 | $61,935,645 | $245,000 | $33,356 | $191,684 | 9 | 54 |
| 2014 · Form 990 | ||||||||
| $7,539,319 | $1,563,816 | $63,358,813 | $63,284,678 | $7,508,700 | $5,000 | $211,667 | 11 | 32 |
| 2012 · Form 990 | ||||||||
| $1,151,867 | $1,757,298 | $50,481,159 | $48,121,187 | $537,016 | $0 | $174,000 | 14 | 30 |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- TIDES FOUNDATION San Francisco, CA · 1 person in common (Janiece Evans-Page)
- TIDES CENTER San Francisco, CA · 1 person in common (Janiece Evans-Page)
- BEYOND IMPACT W Hollywood, CA · 1 person in common (Janiece Evans-Page)
- TIDES NETWORK San Francisco, CA · 1 person in common (Janiece Evans-Page)
- TIDES INC San Francisco, CA · 1 person in common (Janiece Evans-Page)
- TIDES TWO RIVERS FUND San Francisco, CA · 1 person in common (Janiece Evans-Page)
- TOMKAT FOUNDATION San Francisco, CA · related organization (Schedule R)
- KATTOM FOUNDATION San Francisco, CA · related organization (Schedule R)
Funders of this organization
6 grantors reported grants to this organization, $50,204,803 in all, tax years 2015 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| KATTOM FOUNDATION | Private foundation | Fuzzy filed as “BENEFICIAL STATE FOUNDATION” | 2016, 2018, 2020-2024 | 7 | $44,478,036 | 2024 | $1,313,384 | show |
| TIDES FOUNDATION | DAF sponsor | Exact | 2018, 2024 | 2 | $5,426,767 | 2024 | $2,626,767 | show |
| SILICON VALLEY COMMUNITY FOUNDATION | DAF sponsor | Exact | 2024 | 1 | $150,000 | 2024 | $150,000 | show |
| TOMKAT CHARITABLE TRUST | Private foundation | Fuzzy filed as “BENEFICIAL STATE FOUNDATION” | 2015 | 1 | $145,000 | 2015 | $145,000 | show |
| NIA COMMUNITY FOUNDATION | Private foundation | Fuzzy filed as “BENEFICIAL STATE FOUNDATION” | 2017 | 1 | $2,500 | 2017 | $2,500 | show |
| THE CALIFORNIA ENDOWMENT | Private foundation | Fuzzy filed as “BENEFICIAL STATE FOUNDATION” | 2016 | 1 | $2,500 | 2016 | $2,500 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION | CA | W60 | $6,825,721 | $5,784,612 | President & CEO | $220,969 | Same NTEE code W60, revenue within 2x, same state |
| HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO | CA | W60 | $3,389,390 | $2,951,827 | EXECUTIVE DIRECTOR | $319,261 | Same NTEE code W60, revenue within 2x, same state |
| PACIFIC PENSION & INVESTMENT INSTITUTE | CA | W60 | $4,008,627 | $3,609,952 | PRESIDENT | $629,213 | Same NTEE code W60, revenue within 2x, same state |
| C S B S EDUCATION FOUNDATION | DC | W60 | $4,704,572 | $4,770,794 | PRESIDENT AND CEO, SECRETARY | $939,303 | Same NTEE code W60, revenue within 2x |
| STUDENT ASSISTANCE FOUNDATION OF MONTANA | MT | W60 | $8,684,821 | $4,478,614 | PRESIDENT/CEO SAF, CEO MHESAC | $260,498 | Same NTEE code W60, revenue within 2x |
| CONNECTICUT STUDENT LOAN FOUNDTION | CT | W60 | $3,501,033 | $3,104,925 | EXECUTIVE DIRECTOR THROUGH JUNE 30, 2026 | $348,976 | Same NTEE code W60, revenue within 2x |
| SOUTH FLORIDA VETERANS AFFAIRS FOUNDATION FOR RESEARCH & EDUCATON | FL | W60 | $3,094,619 | $2,138,404 | Executive Director | $183,723 | Same NTEE code W60, revenue within 2x |
| MELMAC EDUCATION FOUNDATION | ME | W60 | $4,316,099 | $2,326,118 | EXECUTIVE DIRECTOR | $191,361 | Same NTEE code W60, revenue within 2x |
| FRIENDS FIDUCIARY CORPORATION | PA | W60 | $7,266,468 | $6,830,548 | EXECUTIVE DIRECTOR | $345,315 | Same NTEE code W60, revenue within 2x |
| STABLE HOME FUND | NY | W60 | $6,266,793 | $3,283,138 | BOARD CHAIR | $0 | Same NTEE code W60, revenue within 2x |
| AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORS | IL | W60 | $5,894,187 | $5,777,543 | PRESIDENT | $207,443 | Same NTEE code W60, revenue within 2x |
| TRUE ACCESS CAPITAL CORPORATION | DE | W60 | $4,611,925 | $3,764,504 | PRESIDENT & CEO | $206,039 | Same NTEE code W60, revenue within 2x |
| GRADUATE SCHOOL OF BANKING AT COLORADO | CO | W60 | $3,344,534 | $3,329,684 | PRESIDENT | $333,246 | Same NTEE code W60, revenue within 2x |
| MISSISSIPPI HIGHER EDUCATION ASSISTANCE CORPORATION | MS | W60 | $8,626,790 | $7,762,746 | President/CEO | $364,027 | Same NTEE code W60, revenue within 2x |
| 501 PROPERTY INC | TX | W60 | $7,072,711 | $145,470 | DIRECTOR | $0 | Same NTEE code W60, revenue within 2x |
| CREDIT UNION OF ATLANTA | GA | W60 | $5,776,317 | $5,530,428 | CEO | $176,453 | Same NTEE code W60, revenue within 2x |
| AKIPTAN | SD | W60 | $9,054,895 | $3,169,682 | EXECUTIVE DI | $173,231 | Same NTEE code W60, revenue within 2x |
| CALIFORNIA EDUCATION ASSISTANCE INC | CA | W60 | $1,668,223 | $1,616,266 | Chief Administrative Officer | $475,599 | Same NTEE code W60, revenue within 5x, same state |
| CREDIT RESEARCH FOUNDATION INC | MD | W60 | $1,603,588 | $1,599,320 | PRESIDENT | $287,777 | Same NTEE code W60, revenue within 5x |
| NATIONAL BANKERS ASSOCIATION INC | DC | W60 | $2,356,113 | $2,039,247 | PRESIDENT & CEO | $522,811 | Same NTEE code W60, revenue within 5x |
| NIXYAAWII COMMUNITY FINANCIAL SERVICES | OR | W60 | $2,035,181 | $1,384,549 | Executive Dir. | $143,840 | Same NTEE code W60, revenue within 5x |
| INDIANA SECONDARY MARKET FOR EDUCATION LOANS INC | IN | W60 | $16,015,983 | $13,040,212 | CEO & PRESIDENT | $506,699 | Same NTEE code W60, revenue within 5x |
| UTAH MICROENTERPRISE LOAN FUND | UT | W60 | $1,742,892 | $858,590 | Executive Dir. | $161,477 | Same NTEE code W60, revenue within 5x |
| FILENE RESEARCH INSTITUTE INC | WI | W60 | $10,923,611 | $10,195,724 | CHAIR | $0 | Same NTEE code W60, revenue within 5x |
| IMPACT CAPITAL | WA | W60 | $1,890,847 | $948,726 | EXECUTIVE DIRECTOR | $190,651 | Same NTEE code W60, revenue within 5x |
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 990 · $5,623,982 spent · pay $2,939,133 · grants $446,345 · events $80,113
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,733,664 | $1,491,601 | $242,063 | - | 30.8% | |
| Information technology | $913,311 | $867,922 | $45,389 | - | 16.2% | |
| Fees: other services | $830,356 | $774,862 | $55,494 | - | 14.8% | |
| Pay: officers, directors, trustees, key employees | $617,218 | $319,201 | $298,017 | - | 11.0% | |
| Grants to US individuals | $446,345 | $446,345 | - | - | 7.9% | |
| Other employee benefits | $314,430 | $228,830 | $85,600 | - | 5.6% | |
| Payroll taxes | $188,264 | $148,024 | $40,240 | - | 3.3% | |
| Pension plan contributions | $85,557 | $72,399 | $13,158 | - | 1.5% | |
| Occupancy | $85,260 | - | $85,260 | - | 1.5% | |
| Conferences, conventions and meetings | $80,113 | $34,139 | $45,974 | - | 1.4% | |
| Other (as described) | CLEAN VEHICLE ASST | $78,764 | $78,764 | - | - | 1.4% |
| Fees: accounting | $71,345 | $2,800 | $68,545 | - | 1.3% | |
| Fees: legal | $37,943 | $6,685 | $31,258 | - | 0.7% | |
| Other (as described) | PROFESSIONAL DEVEL. | $34,331 | $4,500 | $29,831 | - | 0.6% |
| Other (as described) | MEMBERSHIP DUES | $30,957 | $30,560 | $397 | - | 0.6% |
| Travel | $30,057 | $28,854 | $1,203 | - | 0.5% | |
| Office expenses | $17,513 | $5,994 | $11,519 | - | 0.3% | |
| Insurance | $15,189 | - | $15,189 | - | 0.3% | |
| Depreciation and depletion | $9,547 | - | $9,547 | - | 0.2% | |
| Advertising and promotion | $3,818 | $3,818 | - | - | 0.1% | |
| Total | $5,623,982 | 100% |
2023 · Form 990 · $7,670,444 spent · pay $3,029,926 · grants $2,741,062 · events $40,758
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $2,741,062 | $2,741,062 | - | - | 35.7% | |
| Other salaries and wages | $1,806,745 | $1,597,909 | $208,836 | - | 23.6% | |
| Fees: other services | $780,595 | $536,688 | $243,907 | - | 10.2% | |
| Information technology | $641,296 | $596,490 | $44,806 | - | 8.4% | |
| Pay: officers, directors, trustees, key employees | $594,690 | $354,057 | $240,633 | - | 7.8% | |
| Other employee benefits | $358,027 | $300,564 | $57,463 | - | 4.7% | |
| Payroll taxes | $186,891 | $154,280 | $32,611 | - | 2.4% | |
| Fees: accounting | $109,538 | $4,400 | $105,138 | - | 1.4% | |
| Occupancy | $85,141 | - | $85,141 | - | 1.1% | |
| Pension plan contributions | $83,573 | $77,386 | $6,187 | - | 1.1% | |
| Fees: legal | $66,204 | $10,139 | $56,065 | - | 0.9% | |
| Conferences, conventions and meetings | $40,758 | $30,293 | $10,465 | - | 0.5% | |
| Other (as described) | MEMBERSHIP DUES | $39,663 | $37,860 | $1,803 | - | 0.5% |
| Advertising and promotion | $37,340 | $37,340 | - | - | 0.5% | |
| Travel | $28,563 | $25,936 | $2,627 | - | 0.4% | |
| Depreciation and depletion | $16,360 | - | $16,360 | - | 0.2% | |
| Insurance | $15,653 | - | $15,653 | - | 0.2% | |
| Other (as described) | CLEAN VEHICLE ASST | $14,535 | $14,535 | - | - | 0.2% |
| Other (as described) | PROGRAM COSTS | $10,723 | $10,723 | - | - | 0.1% |
| Office expenses | $4,858 | $996 | $3,862 | - | 0.1% | |
| Other (as described) | EMPLOYEE RECOGNITION | $4,153 | $1,405 | $2,748 | - | 0.1% |
| All other expenses | $4,076 | $393 | $3,683 | - | 0.1% | |
| Total | $7,670,444 | 100% |
2022 · Form 990 · $6,761,798 spent · pay $3,200,026 · grants $2,356,884 · events $35,191
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,147,975 | $1,958,979 | $188,996 | - | 31.8% | |
| Grants to US individuals | $2,114,384 | $2,114,384 | - | - | 31.3% | |
| Fees: other services | $623,511 | $416,711 | $206,800 | - | 9.2% | |
| Other employee benefits | $406,927 | $341,411 | $65,516 | - | 6.0% | |
| Pay: officers, directors, trustees, key employees | $338,285 | $144,169 | $194,116 | - | 5.0% | |
| Grants to US organizations and governments | $242,500 | $242,500 | - | - | 3.6% | |
| Payroll taxes | $207,860 | $176,514 | $31,346 | - | 3.1% | |
| Information technology | $126,707 | $109,840 | $16,867 | - | 1.9% | |
| Pension plan contributions | $98,979 | $89,401 | $9,578 | - | 1.5% | |
| Occupancy | $97,639 | $15,746 | $81,893 | - | 1.4% | |
| Fees: accounting | $72,840 | $3,800 | $69,040 | - | 1.1% | |
| Fees: legal | $69,222 | $2,625 | $66,597 | - | 1.0% | |
| Other (as described) | CLEAN VEHICLE ASST | $68,343 | $68,343 | - | - | 1.0% |
| Other (as described) | MEMBERSHIP DUES | $36,323 | $34,830 | $1,493 | - | 0.5% |
| Conferences, conventions and meetings | $35,191 | $13,491 | $21,700 | - | 0.5% | |
| Insurance | $18,594 | - | $18,594 | - | 0.3% | |
| All other expenses | $16,538 | $399 | $16,139 | - | 0.2% | |
| Depreciation and depletion | $14,871 | - | $14,871 | - | 0.2% | |
| Advertising and promotion | $9,473 | $9,473 | - | - | 0.1% | |
| Other (as described) | TRANSACTION FEES | $7,487 | $987 | $6,500 | - | 0.1% |
| Travel | $6,254 | $6,254 | - | - | 0.1% | |
| Office expenses | $1,895 | $814 | $1,081 | - | 0.0% | |
| Total | $6,761,798 | 100% |
2021 · Form 990 · $23,851,666 spent · pay $3,860,713 · grants $18,583,041 · events $22,592
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $18,368,491 | $18,368,491 | - | - | 77.0% | |
| Other salaries and wages | $2,737,309 | $2,567,576 | $169,733 | - | 11.5% | |
| Other (as described) | CLEAN VEHICLE ASSISTANC | $371,190 | $371,190 | - | - | 1.6% |
| Pay: officers, directors, trustees, key employees | $363,956 | $254,769 | $109,187 | - | 1.5% | |
| Other employee benefits | $348,932 | $321,299 | $27,633 | - | 1.5% | |
| Fees: other services | $323,984 | $238,932 | $85,052 | - | 1.4% | |
| Payroll taxes | $253,376 | $232,849 | $20,527 | - | 1.1% | |
| Information technology | $218,435 | $176,962 | $41,473 | - | 0.9% | |
| Grants to US organizations and governments | $214,550 | $214,550 | - | - | 0.9% | |
| Occupancy | $175,816 | $94,476 | $81,340 | - | 0.7% | |
| Pension plan contributions | $157,140 | $149,363 | $7,777 | - | 0.7% | |
| Fees: accounting | $88,790 | $5,000 | $83,790 | - | 0.4% | |
| Insurance | $72,162 | $50,122 | $22,040 | - | 0.3% | |
| Fees: legal | $52,017 | - | $52,017 | - | 0.2% | |
| Other (as described) | MEMBERSHIP DUES | $32,108 | $32,108 | - | - | 0.1% |
| Advertising and promotion | $23,854 | $23,854 | - | - | 0.1% | |
| Conferences, conventions and meetings | $22,592 | $19,486 | $3,106 | - | 0.1% | |
| Depreciation and depletion | $16,036 | - | $16,036 | - | 0.1% | |
| Office expenses | $8,915 | $4,330 | $4,585 | - | 0.0% | |
| Other (as described) | TRANSACTION FEES | $766 | - | $766 | - | 0.0% |
| All other expenses | $633 | $353 | $280 | - | 0.0% | |
| Travel | $614 | $502 | $112 | - | 0.0% | |
| Total | $23,851,666 | 100% |
2020 · Form 990 · $11,306,355 spent · pay $4,002,333 · grants $6,182,931 · events $34,907
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $5,668,290 | $5,668,290 | - | - | 50.1% | |
| Other salaries and wages | $2,942,018 | $2,784,961 | $157,057 | - | 26.0% | |
| Grants to US organizations and governments | $514,641 | $514,641 | - | - | 4.6% | |
| Pay: officers, directors, trustees, key employees | $381,533 | $305,226 | $76,307 | - | 3.4% | |
| Fees: other services | $362,156 | $328,076 | $34,080 | - | 3.2% | |
| Other employee benefits | $296,277 | $277,843 | $18,434 | - | 2.6% | |
| Payroll taxes | $258,391 | $240,854 | $17,537 | - | 2.3% | |
| Occupancy | $185,152 | $94,746 | $90,406 | - | 1.6% | |
| Information technology | $135,390 | $86,556 | $48,834 | - | 1.2% | |
| Pension plan contributions | $124,114 | $57,175 | $66,939 | - | 1.1% | |
| Other (as described) | CLEAN VEHICLE ASSISTANC | $114,473 | $114,473 | - | - | 1.0% |
| Fees: legal | $93,716 | $37,465 | $56,251 | - | 0.8% | |
| Insurance | $78,218 | $52,369 | $25,849 | - | 0.7% | |
| Office expenses | $42,216 | $8,644 | $33,572 | - | 0.4% | |
| Conferences, conventions and meetings | $34,907 | $34,326 | $581 | - | 0.3% | |
| Other (as described) | OTHER TYPES OF TRANSACT | $22,211 | $17,972 | $4,239 | - | 0.2% |
| Fees: accounting | $18,927 | $8,988 | $9,939 | - | 0.2% | |
| Other (as described) | MEMBERSHIP DUES | $13,169 | $13,169 | - | - | 0.1% |
| Depreciation and depletion | $12,724 | - | $12,724 | - | 0.1% | |
| Travel | $6,908 | $5,577 | $1,331 | - | 0.1% | |
| Other (as described) | TRANSACTION FEES | $924 | - | $924 | - | 0.0% |
| Total | $11,306,355 | 100% |
2019 · Form 990 · $5,257,343 spent · pay $2,606,371 · grants $1,657,057 · events $8,263
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $1,702,515 | $1,429,999 | $272,516 | - | 32.4% | |
| Grants to US individuals | $1,385,933 | $1,385,933 | - | - | 26.4% | |
| Pay: officers, directors, trustees, key employees | $370,336 | $303,440 | $66,896 | - | 7.0% | |
| Other employee benefits | $282,758 | $237,300 | $45,458 | - | 5.4% | |
| Grants to US organizations and governments | $271,124 | $271,124 | - | - | 5.2% | |
| Fees: legal | $257,790 | $33,643 | $224,147 | - | 4.9% | |
| Fees: other services | $196,619 | $165,751 | $30,868 | - | 3.7% | |
| Payroll taxes | $172,917 | $142,094 | $30,823 | - | 3.3% | |
| Occupancy | $145,324 | $15,926 | $129,398 | - | 2.8% | |
| Fees: accounting | $93,669 | $8,898 | $84,771 | - | 1.8% | |
| Information technology | $86,258 | $70,971 | $15,287 | - | 1.6% | |
| Pension plan contributions | $77,845 | $30,138 | $47,707 | - | 1.5% | |
| Travel | $47,127 | $26,647 | $20,480 | - | 0.9% | |
| Office expenses | $46,809 | $33,397 | $13,412 | - | 0.9% | |
| Other (as described) | MEMBERSHIP DUES | $31,570 | $31,570 | - | - | 0.6% |
| Other (as described) | SURVEY, TRANSPARENCY, E | $22,836 | $22,836 | - | - | 0.4% |
| Advertising and promotion | $20,624 | $20,624 | - | - | 0.4% | |
| Other (as described) | PROFESSIONAL DEVELOPMEN | $8,541 | - | $8,541 | - | 0.2% |
| Depreciation and depletion | $8,532 | - | $8,532 | - | 0.2% | |
| Conferences, conventions and meetings | $8,263 | $6,203 | $2,060 | - | 0.2% | |
| All other expenses | $8,221 | $2,550 | $5,671 | - | 0.2% | |
| Insurance | $7,132 | $7,132 | - | - | 0.1% | |
| Other (as described) | UBI TAXES | $4,600 | - | $4,600 | - | 0.1% |
| Total | $5,257,343 | 100% |
2018 · Form 990 · $3,564,613 spent · pay $1,421,965 · grants $1,357,554 · events $40,786
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US individuals | $1,035,000 | $1,035,000 | - | - | 29.0% | |
| Other salaries and wages | $711,977 | $601,171 | $110,806 | - | 20.0% | |
| Pay: officers, directors, trustees, key employees | $344,660 | $263,027 | $81,633 | - | 9.7% | |
| Grants to US organizations and governments | $322,554 | $322,554 | - | - | 9.0% | |
| Fees: other services | $172,351 | $115,677 | $56,674 | - | 4.8% | |
| Pension plan contributions | $143,499 | $47,433 | $96,066 | - | 4.0% | |
| Other employee benefits | $135,237 | $107,223 | $28,014 | - | 3.8% | |
| Fees: legal | $104,990 | $3,300 | $101,690 | - | 2.9% | |
| Information technology | $96,791 | $87,979 | $8,812 | - | 2.7% | |
| Occupancy | $93,635 | $5,280 | $88,355 | - | 2.6% | |
| Payroll taxes | $86,592 | $67,363 | $19,229 | - | 2.4% | |
| Advertising and promotion | $72,545 | $63,808 | $8,737 | - | 2.0% | |
| Fees: accounting | $69,331 | $12,047 | $57,284 | - | 1.9% | |
| Office expenses | $40,499 | $4,848 | $35,651 | - | 1.1% | |
| Conferences, conventions and meetings | $35,758 | $5,398 | $30,360 | - | 1.0% | |
| Travel | $32,166 | $18,281 | $13,885 | - | 0.9% | |
| Other (as described) | SURVEY, TRANSPARENCY, E | $21,430 | $21,430 | - | - | 0.6% |
| Other (as described) | MEMBERSHIP DUES | $19,019 | $16,344 | $2,675 | - | 0.5% |
| Insurance | $9,719 | - | $9,719 | - | 0.3% | |
| Depreciation and depletion | $6,769 | - | $6,769 | - | 0.2% | |
| Other (as described) Event | EVENT TICKETS | $5,028 | $3,648 | $1,380 | - | 0.1% |
| Other (as described) | EMPLOYEE RECOGNITION | $4,435 | $651 | $3,784 | - | 0.1% |
| All other expenses | $628 | - | $628 | - | 0.0% | |
| Total | $3,564,613 | 100% |
2017 · Form 990 · $2,250,600 spent · pay $1,148,452 · grants $413,898 · events $102,518
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $533,543 | $474,385 | $59,158 | - | 23.7% | |
| Grants to US organizations and governments | $413,898 | $413,898 | - | - | 18.4% | |
| Pay: officers, directors, trustees, key employees | $308,832 | $178,541 | $130,291 | - | 13.7% | |
| Fees: other services | $147,107 | $40,542 | $106,565 | - | 6.5% | |
| Other employee benefits | $111,218 | $90,779 | $20,439 | - | 4.9% | |
| Pension plan contributions | $109,695 | $85,562 | $24,133 | - | 4.9% | |
| Occupancy | $89,703 | $69,968 | $19,735 | - | 4.0% | |
| Fees: legal | $86,021 | - | $86,021 | - | 3.8% | |
| Payroll taxes | $85,164 | $66,428 | $18,736 | - | 3.8% | |
| Other (as described) Event | ANNUAL AWARDS EVENT | $84,982 | $84,982 | - | - | 3.8% |
| Advertising and promotion | $69,195 | $68,168 | $1,027 | - | 3.1% | |
| Fees: accounting | $65,701 | - | $65,701 | - | 2.9% | |
| Office expenses | $52,146 | $5,594 | $46,552 | - | 2.3% | |
| Other (as described) | MEMBERSHIP DUES | $30,395 | $30,395 | - | - | 1.4% |
| Travel | $22,032 | $14,369 | $7,663 | - | 1.0% | |
| Conferences, conventions and meetings | $17,536 | $13,208 | $4,328 | - | 0.8% | |
| Insurance | $7,814 | - | $7,814 | - | 0.3% | |
| Depreciation and depletion | $7,650 | - | $7,650 | - | 0.3% | |
| Information technology | $3,560 | $2,777 | $783 | - | 0.2% | |
| Fees: lobbying | $2,613 | $2,613 | - | - | 0.1% | |
| All other expenses | $1,786 | $1,786 | - | - | 0.1% | |
| Interest | $9 | - | $9 | - | 0.0% | |
| Total | $2,250,600 | 100% |
2016 · Form 990 · $2,050,482 spent · pay $1,070,640 · grants $316,061 · events $16,444
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $533,780 | $426,141 | $107,639 | - | 26.0% | |
| Grants to US organizations and governments | $316,061 | $316,061 | - | - | 15.4% | |
| Pay: officers, directors, trustees, key employees | $273,956 | $156,895 | $117,061 | - | 13.4% | |
| Fees: other services | $228,923 | $221,099 | $7,824 | - | 11.2% | |
| Other employee benefits | $109,368 | $78,745 | $30,623 | - | 5.3% | |
| Information technology | $102,588 | $69,070 | $33,518 | - | 5.0% | |
| Pension plan contributions | $92,450 | $66,564 | $25,886 | - | 4.5% | |
| Occupancy | $90,287 | $64,336 | $25,951 | - | 4.4% | |
| Fees: legal | $67,363 | - | $67,363 | - | 3.3% | |
| Fees: accounting | $62,293 | - | $62,293 | - | 3.0% | |
| Payroll taxes | $61,086 | $43,982 | $17,104 | - | 3.0% | |
| Travel | $34,187 | $24,193 | $9,994 | - | 1.7% | |
| All other expenses | $21,405 | $18,166 | $3,239 | - | 1.0% | |
| Office expenses | $17,789 | $2,217 | $15,572 | - | 0.9% | |
| Advertising and promotion | $16,516 | $13,075 | $3,441 | - | 0.8% | |
| Conferences, conventions and meetings | $16,444 | $12,106 | $4,338 | - | 0.8% | |
| Insurance | $4,914 | - | $4,914 | - | 0.2% | |
| Depreciation and depletion | $1,072 | - | $1,072 | - | 0.1% | |
| Total | $2,050,482 | 100% |
2015 · Form 990 · $1,951,475 spent · pay $873,415 · grants $224,835 · events $7,072
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $459,799 | $362,259 | $97,540 | - | 23.6% | |
| Other (as described) | LOSS ON DISPOSAL OF ASS | $274,135 | - | $274,135 | - | 14.0% |
| Grants to US organizations and governments | $224,835 | $224,835 | - | - | 11.5% | |
| Pay: officers, directors, trustees, key employees | $191,684 | $95,842 | $95,842 | - | 9.8% | |
| Fees: other services | $147,285 | $118,222 | $29,063 | - | 7.5% | |
| Pension plan contributions | $107,012 | $82,399 | $24,613 | - | 5.5% | |
| Occupancy | $104,907 | $58,049 | $46,858 | - | 5.4% | |
| Information technology | $86,379 | $61,553 | $24,826 | - | 4.4% | |
| Fees: legal | $67,520 | - | $67,520 | - | 3.5% | |
| Other employee benefits | $65,760 | $52,608 | $13,152 | - | 3.4% | |
| Office expenses | $56,481 | $44,499 | $11,982 | - | 2.9% | |
| Fees: accounting | $50,900 | - | $50,900 | - | 2.6% | |
| Payroll taxes | $49,160 | $37,853 | $11,307 | - | 2.5% | |
| Travel | $26,781 | $14,635 | $12,146 | - | 1.4% | |
| Advertising and promotion | $17,399 | $6,230 | $11,169 | - | 0.9% | |
| Insurance | $7,848 | $1,521 | $6,327 | - | 0.4% | |
| Conferences, conventions and meetings | $7,072 | $7,072 | - | - | 0.4% | |
| All other expenses | $6,518 | $5,915 | $603 | - | 0.3% | |
| Total | $1,951,475 | 100% |
2014 · Form 990 · $1,563,816 spent · pay $678,620 · grants $173,246 · events $8,642
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $360,268 | $218,405 | $141,863 | - | 23.0% | |
| Fees: legal | $214,397 | - | $214,397 | - | 13.7% | |
| Pay: officers, directors, trustees, key employees | $211,667 | $127,000 | $84,667 | - | 13.5% | |
| Grants to US organizations and governments | $173,246 | $173,246 | - | - | 11.1% | |
| Fees: other services | $131,983 | $88,689 | $43,294 | - | 8.4% | |
| Office expenses | $98,738 | $53,833 | $44,905 | - | 6.3% | |
| Occupancy | $98,389 | $74,770 | $23,619 | - | 6.3% | |
| Payroll taxes | $50,504 | $29,293 | $21,211 | - | 3.2% | |
| Other employee benefits | $41,876 | $24,288 | $17,588 | - | 2.7% | |
| Advertising and promotion | $39,225 | $1,339 | $37,886 | - | 2.5% | |
| Depreciation and depletion | $34,879 | - | $34,879 | - | 2.2% | |
| Travel | $30,173 | $23,639 | $6,534 | - | 1.9% | |
| Fees: accounting | $24,000 | - | $24,000 | - | 1.5% | |
| Information technology | $22,555 | $13,533 | $9,022 | - | 1.4% | |
| Pension plan contributions | $14,305 | $8,297 | $6,008 | - | 0.9% | |
| Conferences, conventions and meetings | $8,642 | $8,642 | - | - | 0.6% | |
| Insurance | $6,271 | $913 | $5,358 | - | 0.4% | |
| All other expenses | $2,698 | $1,120 | $1,578 | - | 0.2% | |
| Total | $1,563,816 | 100% |
2012 · Form 990 · $1,757,298 spent · pay $476,492 · grants $727,137 · events $53,866
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $727,137 | $727,137 | - | - | 41.4% | |
| Other salaries and wages | $223,653 | $179,649 | $44,004 | - | 12.7% | |
| Pay: officers, directors, trustees, key employees | $174,000 | $87,000 | $87,000 | - | 9.9% | |
| Fees: other services | $172,641 | $156,265 | $16,376 | - | 9.8% | |
| Fees: legal | $110,689 | - | $110,689 | - | 6.3% | |
| Occupancy | $62,008 | $31,004 | $31,004 | - | 3.5% | |
| All other expenses | $54,179 | $25,926 | $28,253 | - | 3.1% | |
| Other employee benefits | $40,991 | $32,793 | $8,198 | - | 2.3% | |
| Travel | $36,323 | $14,071 | $22,252 | - | 2.1% | |
| Depreciation and depletion | $29,269 | $14,635 | $14,634 | - | 1.7% | |
| Payroll taxes | $26,614 | $21,291 | $5,323 | - | 1.5% | |
| Fees: accounting | $22,042 | - | $22,042 | - | 1.3% | |
| Other (as described) | BANK FEES | $18,207 | $8,662 | $9,545 | - | 1.0% |
| Information technology | $17,445 | - | $17,445 | - | 1.0% | |
| Office expenses | $14,446 | $604 | $13,842 | - | 0.8% | |
| Pension plan contributions | $11,234 | $8,987 | $2,247 | - | 0.6% | |
| Insurance | $9,409 | $3,763 | $5,646 | - | 0.5% | |
| Other (as described) | MEMBERSHIPS AND DUES | $5,385 | - | $5,385 | - | 0.3% |
| Advertising and promotion | $1,626 | $212 | $1,414 | - | 0.1% | |
| Fundraising events Event | direct expenses; gross income - | $53,866 | reported apart | |||
| Total | $1,757,298 | 100% |
State business registration
- BENEFICIAL STATE FOUNDATION CA, Employee benefit plan sponsor (Form 5500), Filed for plan year 2025
The same business name in the same state, from the state’s official registry data.
Also on this site Fuzzy
| Record | Name as filed | Where | Dataset | Matched by |
|---|---|---|---|---|
| Plan sponsor | BENEFICIAL STATE FOUNDATION | CA | Form 5500 (employee benefit plans) | EIN (EXACT) |
Matched by name (and state) or EIN only; a shared name is not proof of the same person or organization.
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