MISSION ASSET FUND

Cite this

Plain text MISSION ASSET FUND. furp.org, nonprofit organization profile, tax years 2015–2024. https://furp.org/org/mission-asset-fund-208993652. Retrieved 2026-10-29.

APA furp.org. (n.d.). MISSION ASSET FUND [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 29, 2026, from https://furp.org/org/mission-asset-fund-208993652

MLA “MISSION ASSET FUND.” furp.org, tax years 2015–2024, https://furp.org/org/mission-asset-fund-208993652. Accessed 29 Oct. 2026.

Retrieved 2026-10-29; covers tax years 2015–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $9.7M · expenses $12.7M · assets $27.0M

EIN
20-8993652
Address
3269 MISSION ST, SAN FRANCISCO, CA 94110-5006
Website
WWW.MISSIONASSETFUND.ORG
NTEE code
S31
Exempt type
501(c)(3): charitable, religious, educational, scientific or literary (corporation)
Ruling date
April 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 HELP PEOPLE BECOME VISIBLE, ACTIVE, AND SUCCESSFUL IN THEIR FINANCIAL LIVES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

20 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jose Quinonez FOUNDER & CEO2015-2024 $398,201$2,297,206 1
Daniela Salas CO-FOUNDER & COO2015-2024 $376,961$1,984,209 1
Joanna Cortez Hernandez CHIEF INNOVATIONS OFFICER2021-2024 $233,396$691,302 1
Jennifer Brooks FOUNDER & CEO - THE NURTURE BUSINESS2022-2024 $161,752$487,041 1
Helena Sanchez-Silva Garijo PROGRAMS DIRECTOR2023-2024 $188,073$360,216 1
Mackenzie Garcia-Fazenbaker FINANCE & COMPLIANCE DIRECTOR2023-2024 $177,876$303,694 1
Doris Vasquez Clavel PROGRAMS MANAGER2024 $180,486$180,486 1
Arvind Bala R&D DIRECTOR2024 $176,987$176,987 1
Efrain Segundo PARTNERSHIPS DIRECTOR2024 $167,616$167,616 1
Biniam Haile (former) FINANCE DIRECTOR THROUGH 8/20232019-2023 $135,631$723,698 1
Doris Vasquez (former) PROGRAMS MANAGER2021-2023 $163,363$428,647 1
Elena Fairley (former) DIRECTOR OF PROGRAMS2020-2022 $149,538$401,227 1
Alexandra Altman (former) PHILANTHROPY DIRECTOR2020-2021 $135,614$258,481 1
Angela Hedges (former) DIRECTOR OF PRODUCT2023 $162,361$162,361 1
Daniela Sala (former) COO2017 $149,049$149,049 1
Emily Burchfield (former) DIRECTOR OF HR & OPERATIONS2022 $141,320$141,320 1
Rachid Grimes (former) Tech Proj Manager2020 $124,152$124,152 1
Ramya Gopal (former) Lab Director2019 $120,343$120,343 1
Flor Calvo (former) MAF LAB DIRECTOR2021 $109,970$109,970 1
Tara Robinson (former) CDO2017 $104,263$104,263 1

Officers and directors, no compensation reported

25 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Dave Krimm BOARD PRESIDENT2021-2024 1 $0 reported 1
Elizabeth Irons Seem BOARD VICE PRESIDENT2017-2024 1 $0 reported 1
Stephan Waldstrom BOARD SECRETARY2016-2024 1 $0 reported 1
Sagar Shah BOARD TREASURER2017-2024 1 $0 reported 1
Jorge Blandon BOARD MEMBER2021-2024 1 $0 reported 1
Monica Issar BOARD MEMBER2022-2024 1 $0 reported 1
Daniel Lau BOARD MEMBER2023-2024 1 $0 reported 1
Jessica Leggett BOARD MEMBER2017-2024 1 $0 reported 1
Ash Mcneely BOARD MEMBER2023-2024 1 $0 reported 1
Salvador Torres BOARD MEMBER2016-2024 1 $0 reported 1
Anna Stuhldreher BOARD MEMBER2024 1 $0 reported 1
Aquilina Soriano (former) BOARD MEMBER THROUGH 12/20232021-2023 1 $0 reported 1
Laura Arce (former) BOARD MEMBER THROUGH 6/20222021-2022 1 $0 reported 1
Cara Angelmar (former) BOARD MEMBER THROUGH 6/20212017-2021 1 $0 reported 1
Gabriela Sandoval (former) BOARD MEMBER THROUGH 6/20212019-2021 1 $0 reported 1
David Krimm (former) President2016-2020 1 $0 reported 1
Manuel Santamaria (former) Secretary2015-2020 1 $0 reported 1
Haydee Moreno (former) Treasurer2015-2020 1 $0 reported 1
Aquilina Soriano Versoza (former) Board Member2017-2020 1 $0 reported 1
Vicki Joseph (former) Vice President2015-2018 10 $0 reported 1
Mona Masri (former) Director2015-2018 10 $0 reported 1
Alexandra Villareal O'Rourke (former) Director2017-2018 10 $0 reported 1
Ian McLeod (former) Treasurer2015-2016 10 $0 reported 1
Jessice Leggett (former) Director2016 10 $0 reported 1
Acquilina Soriano (former) Director2015-2016 10 $0 reported 1

People by year

2024 · 20 people listed · 9 paid, $2.1M · 43 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSE QUINONEZ FOUNDER & CEO40 $346,853$0$51,348 $398,2011
DANIELA SALAS CO-FOUNDER & COO40 $320,721$0$56,240 $376,9611
JOANNA CORTEZ HERNANDEZ CHIEF INNOVATIONS OFFICER40 $209,230$0$24,166 $233,3961
HELENA SANCHEZ-SILVA GARIJO PROGRAMS DIRECTOR40 $166,142$0$21,931 $188,0731
DORIS VASQUEZ CLAVEL PROGRAMS MANAGER40 $150,138$0$30,348 $180,4861
MACKENZIE GARCIA-FAZENBAKER FINANCE & COMPLIANCE DIRECTOR40 $142,268$0$35,608 $177,8761
ARVIND BALA R&D DIRECTOR40 $157,412$0$19,575 $176,9871
EFRAIN SEGUNDO PARTNERSHIPS DIRECTOR40 $146,590$0$21,026 $167,6161
JENNIFER BROOKS FOUNDER & CEO - THE NURTURE BUSINESS40 $153,883$0$7,869 $161,7521
DAVE KRIMM BOARD PRESIDENT1 $0$0$0 $01
ELIZABETH IRONS SEEM BOARD VICE PRESIDENT1 $0$0$0 $01
STEPHAN WALDSTROM BOARD SECRETARY1 $0$0$0 $01
SAGAR SHAH BOARD TREASURER1 $0$0$0 $01
JORGE BLANDON BOARD MEMBER1 $0$0$0 $01
MONICA ISSAR BOARD MEMBER1 $0$0$0 $01
DANIEL LAU BOARD MEMBER1 $0$0$0 $01
JESSICA LEGGETT BOARD MEMBER1 $0$0$0 $01
ASH MCNEELY BOARD MEMBER1 $0$0$0 $01
ANNA STUHLDREHER BOARD MEMBER1 $0$0$0 $01
SALVADOR TORRES BOARD MEMBER1 $0$0$0 $01
2023 · 20 people listed · 9 paid, $1.7M · 54 employees · 14 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSE QUINONEZ FOUNDER & CEO40 $255,349$0$50,263 $305,6121
DANIELA SALAS CO-FOUNDER & COO40 $231,414$0$51,750 $283,1641
JOANNA CORTEZ HERNANDEZ ADVOCACY & ENGAGEMENT DIRECTOR40 $157,134$0$20,214 $177,3481
HELENA SANCHEZ-SILVA GARIJO DIRECTOR OF PROGRAMS40 $152,256$0$19,887 $172,1431
DORIS VASQUEZ PROGRAMS MANAGER40 $134,899$0$28,464 $163,3631
JENNIFER BROOKS NURTURE CEO40 $154,446$0$8,626 $163,0721
ANGELA HEDGES DIRECTOR OF PRODUCT40 $139,353$0$23,008 $162,3611
BINIAM HAILE FINANCE DIRECTOR THROUGH 8/202340 $116,293$0$19,338 $135,6311
MACKENZIE GARCIA-FAZENBAKER FIN & COMPLIANCE DIR START 10/202340 $101,603$0$24,215 $125,8181
DAVE KRIMM BOARD PRESIDENT1 $0$0$0 $01
ELIZABETH IRONS SEEM BOARD VICE PRESIDENT1 $0$0$0 $01
STEPHAN WALDSTROM BOARD SECRETARY1 $0$0$0 $01
SAGAR SHAH BOARD TREASURER1 $0$0$0 $01
JORGE BLANDON BOARD MEMBER1 $0$0$0 $01
MONICA ISSAR BOARD MEMBER1 $0$0$0 $01
DANIEL LAU BOARD MEMBER START 9/20231 $0$0$0 $01
JESSICA LEGGETT BOARD MEMBER1 $0$0$0 $01
ASH MCNEELY BOARD MEMBER START 9/20231 $0$0$0 $01
AQUILINA SORIANO BOARD MEMBER THROUGH 12/20231 $0$0$0 $01
SALVADOR TORRES BOARD MEMBER1 $0$0$0 $01
2022 · 18 people listed · 8 paid, $1.5M · 61 employees · 54 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSE QUINONEZ FOUNDER & CEO40 $250,000$0$46,724 $296,7241
DANIELA SALAS CO-FOUNDER & COO40 $233,375$0$49,010 $282,3851
BINIAM HAILE FINANCE DIRECTOR40 $149,967$0$29,658 $179,6251
JENNIFER BROOKS NURTURE CEO40 $153,561$0$8,656 $162,2171
JOANNA CORTEZ HERNANDEZ ADVOCACY & ENGAGEMENT DIRECTOR40 $132,614$0$17,469 $150,0831
ELENA FAIRLEY DIRECTOR OF PROGRAMS40 $125,525$0$24,013 $149,5381
DORIS VASQUEZ SENIOR CLIENT SUCCESS MANAGER40 $117,334$0$26,858 $144,1921
EMILY BURCHFIELD DIRECTOR OF HR & OPERATIONS40 $129,664$0$11,656 $141,3201
DAVE KRIMM BOARD PRESIDENT1 $0$0$0 $01
ELIZABETH IRONS SEEM BOARD VICE PRESIDENT1 $0$0$0 $01
STEPHAN WALDSTROM BOARD SECRETARY1 $0$0$0 $01
SAGAR SHAH BOARD TREASURER1 $0$0$0 $01
LAURA ARCE BOARD MEMBER THROUGH 6/20221 $0$0$0 $01
JORGE BLANDON BOARD MEMBER1 $0$0$0 $01
MONICA ISSAR BOARD MEMBER START 12/20221 $0$0$0 $01
JESSICA LEGGETT BOARD MEMBER1 $0$0$0 $01
AQUILINA SORIANO BOARD MEMBER1 $0$0$0 $01
SALVADOR TORRES BOARD MEMBER1 $0$0$0 $01
2021 · 19 people listed · 8 paid, $1.3M · 55 employees · 37 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JOSE QUINONEZ FOUNDER & CEO40 $208,000$0$40,821 $248,8211
DANIELA SALAS CO-FOUNDER & COO40 $188,837$0$43,317 $232,1541
BINIAM HAILE FINANCE DIRECTOR40 $133,786$0$17,432 $151,2181
ALEXANDRA ALTMAN PHILANTHROPY DIRECTOR40 $121,927$0$13,687 $135,6141
JOANNA CORTEZ HERNANDEZ ADVOCACY & ENGAGEMENT DIRECTOR40 $117,428$0$13,047 $130,4751
DORIS VASQUEZ SENIOR CLIENT SUCCESS MANAGER40 $104,719$0$16,373 $121,0921
ELENA FAIRLEY DIRECTOR OF PROGRAMS40 $103,955$0$17,135 $121,0901
FLOR CALVO MAF LAB DIRECTOR40 $103,210$0$6,760 $109,9701
DAVE KRIMM BOARD PRESIDENT1 $0$0$0 $01
ELIZABETH IRONS SEEM BOARD VICE PRESIDENT1 $0$0$0 $01
STEPHAN WALDSTROM BOARD SECRETARY1 $0$0$0 $01
SAGAR SHAH BOARD TREASURER1 $0$0$0 $01
CARA ANGELMAR BOARD MEMBER THROUGH 6/20211 $0$0$0 $01
LAURA ARCE BOARD MEMBER START 3/20211 $0$0$0 $01
JORGE BLANDON BOARD MEMBER START 12/20211 $0$0$0 $01
JESSICA LEGGETT BOARD MEMBER1 $0$0$0 $01
GABRIELA SANDOVAL BOARD MEMBER THROUGH 6/20211 $0$0$0 $01
AQUILINA SORIANO BOARD MEMBER1 $0$0$0 $01
SALVADOR TORRES BOARD MEMBER1 $0$0$0 $01
2020 · 17 people listed · 6 paid, $937K · 39 employees · 40 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jose Quinonez CEO40 $181,000$0$37,733 $218,7331
Daniela Salas COO40 $165,533$0$38,173 $203,7061
Biniam Haile Finance Director40 $125,773$0$11,417 $137,1901
Elena Fairley Program Director40 $116,477$0$14,122 $130,5991
Rachid Grimes Tech Proj Manager40 $111,274$0$12,878 $124,1521
Alexandra Altman Strat Initiv Mngr40 $110,236$0$12,631 $122,8671
David Krimm President1 $0$0$0 $01
Manuel Santamaria Secretary1 $0$0$0 $01
Haydee Moreno Treasurer1 $0$0$0 $01
Cara Angelmar Board Member1 $0$0$0 $01
Jessica Leggett Board Member1 $0$0$0 $01
Gabriela Sandoval Board Member1 $0$0$0 $01
Elizabeth Seem Board Member1 $0$0$0 $01
Sagar Shah Board Member1 $0$0$0 $01
Salvador Torres Board Member1 $0$0$0 $01
Aquilina Soriano Versoza Board Member1 $0$0$0 $01
Stephan Waldstrom Board Member1 $0$0$0 $01
2019 · 15 people listed · 4 paid, $613K · 36 employees · 46 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jose Quinonez CEO40 $160,500$0$32,811 $193,3111
Daniela Salas COO40 $146,926$0$32,162 $179,0881
Ramya Gopal Lab Director40 $109,977$0$10,366 $120,3431
Biniam Haile Finance Director40 $109,515$0$10,519 $120,0341
David Krimm President10 $0$0$0 $01
Manuel Santamaria Secretary10 $0$0$0 $01
Haydee Moreno Treasurer10 $0$0$0 $01
Cara Angelmar Director10 $0$0$0 $01
Jessica Leggett Director10 $0$0$0 $01
Gabriela Sandoval Director10 $0$0$0 $01
Elizabeth Seem Director10 $0$0$0 $01
Sagar Shah Director10 $0$0$0 $01
Salvador Torres Director10 $0$0$0 $01
Aquilina Soriano Versoza Director10 $0$0$0 $01
Stephan Waldstrom Director10 $0$0$0 $01
2018 · 15 people listed · 2 paid, $334K · 37 employees · 49 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jose Quinonez CEO40 $140,546$0$31,079 $171,6251
Daniela Salas COO40 $132,319$0$30,008 $162,3271
David Krimm President10 $0$0$0 $01
Vicki Joseph Vice President10 $0$0$0 $01
Manuel Santamaria Secretary10 $0$0$0 $01
Haydee Moreno Treasurer10 $0$0$0 $01
Cara Angelmar Director10 $0$0$0 $01
Jessica Leggett Director10 $0$0$0 $01
Mona Masri Director10 $0$0$0 $01
Alexandra Villareal O'Rourke Director10 $0$0$0 $01
Elizabeth Seem Director10 $0$0$0 $01
Sagar Shah Director10 $0$0$0 $01
Salvador Torres Director10 $0$0$0 $01
Aquilina Soriano Versoza Director10 $0$0$0 $01
Stephan Waldstrom Director10 $0$0$0 $01
2017 · 16 people listed · 3 paid, $412K · 28 employees · 73 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jose Quinonez CEO40 $133,500$0$24,741 $158,2411
Daniela Sala COO40 $123,486$0$25,563 $149,0491
Tara Robinson CDO40 $100,187$0$4,076 $104,2631
David Krimm President10 $0$0$0 $01
Vicki Joseph Vice President10 $0$0$0 $01
Manuel Santamaria Secretary10 $0$0$0 $01
Haydee Moreno Treasurer10 $0$0$0 $01
Cara Angelmar Director10 $0$0$0 $01
Jessica Leggett Director10 $0$0$0 $01
Mona Masri Director10 $0$0$0 $01
Alexandra Villareal O'Rourke Director10 $0$0$0 $01
Elizabeth Seem Director10 $0$0$0 $01
Sagar Shah Director10 $0$0$0 $01
Salvador Torres Director10 $0$0$0 $01
Aquilina Soriano Versoza Director10 $0$0$0 $01
Stephan Waldstrom Director10 $0$0$0 $01
2016 · 12 people listed · 2 paid, $293K · 23 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jose Quinonez CEO40 $133,500$0$22,956 $156,4561
Daniela Salas COO40 $115,100$0$21,715 $136,8151
Vicki Joseph President10 $0$0$0 $01
Mona Masri Vice President10 $0$0$0 $01
Manuel Santamaria Secretary10 $0$0$0 $01
Ian McLeod Treasurer10 $0$0$0 $01
David Krimm Director10 $0$0$0 $01
Jessice Leggett Director10 $0$0$0 $01
Haydee Moreno Director10 $0$0$0 $01
Acquilina Soriano Director10 $0$0$0 $01
Salvador Torres Director10 $0$0$0 $01
Stephan Waldstrom Director10 $0$0$0 $01
2015 · 8 people listed · 2 paid, $277K · 20 employees · 2 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jose Quinonez CEO40 $126,300$0$23,182 $149,4821
Daniela Salas COO40 $105,300$0$22,309 $127,6091
Vicki Joseph President10 $0$0$0 $01
Mona Masri Vice President10 $0$0$0 $01
Manuel Santamaria Secretary10 $0$0$0 $01
Ian McLeod Treasurer10 $0$0$0 $01
Haydee Moreno Director10 $0$0$0 $01
Acquilina Soriano Director10 $0$0$0 $01

Highest-paid independent contractors

2024 · 2 contractors · $539K
NameLocationServicePaid
MEGINFO INCSANTA CLARA, CAPLATFORM MAINTENANCE$426,694
DREAMSLABSCA LLCHUNTINGTON BEACH, CAAPPLICATION DEVELOPMENT SERVICES$112,188
2023 · 2 contractors · $618K
NameLocationServicePaid
MEGINFO INCSANTA CLARA, CAPLATFORM MAINTENANCE$511,016
MOBLORSANTA CLARA, CAAPPLICATIONS DEVELOPMENT SERVICES$106,856
2022 · 4 contractors · $1.5M
NameLocationServicePaid
MEGINFO INCSANTA CLARA, CAPLATFORM MAINTENANCE$607,200
SLALOM LLCSEATTLE, WAIT STRATEGY PROJECT FEES$577,413
MOBLORSANTA CLARA, CAAPPLICATIONS DEVELOPMENT SERVICES$228,088
MOSS ADAMS LLPSEATTLE, WAAUDITING, TAX, & CONSULTING SERVICES$134,125
2021 · 2 contractors · $494K
NameLocationServicePaid
MEGINFO INCSAN JOSE, CAPLATFORM MAINTENANCE$367,547
MOBLORSANTA CLARA, CAAPPLICATIONS DEVELOPMENT SERVICES$126,700
2020 · 1 contractor · $332K
NameLocationServicePaid
Meginfo IncSan Jose, CAPlatform maintenance$331,773
2019 · 1 contractor · $306K
NameLocationServicePaid
Meginfo IncSan Jose, CAPlatform maintenance$306,310
2018 · 1 contractor · $169K
NameLocationServicePaid
Meginfo IncSan Jose, CAPlatform maintenance$168,920
2017 · 1 contractor · $147K
NameLocationServicePaid
Meginfo IncSan Jose, CAPlatform$147,350
2015 · 1 contractor · $209K
NameLocationServicePaid
MeginfoSan Jose, CASoftware development$209,180

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$9,705,660$12,709,815 $26,969,177$25,152,999 $8,472,081$273,393 $1,186,4344314
2023 · Form 990 period ending 2023-12-31 · amended · view filing · original 990 ↗
$8,886,025$20,173,222 $31,396,965$27,763,283 $7,448,470$270,752 $850,2235414
2023 · Form 990 period ending 2023-12-31 · superseded · view filing · original 990 ↗
$8,886,025$20,173,222 $31,396,965$27,763,283 $7,448,470$270,752 $850,2235414
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$9,021,043$20,000,045 $43,085,680$38,763,919 $7,517,022$253,353 $758,7346154
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$57,826,731$21,709,114 $54,523,090$51,479,299 $57,174,476$182,020 $632,1935537
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$41,604,479$33,416,819 $17,787,866$16,000,511 $41,302,810$214,688 $422,4393940
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$5,786,910$4,239,628 $8,409,942$7,812,851 $5,511,225$266,796 $372,3993646
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$5,680,938$4,471,951 $6,982,429$6,265,569 $5,413,663$264,563 $333,9523749
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$7,394,427$5,236,925 $5,737,465$5,056,582 $7,016,501$358,836 $307,2902873
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$1,679,614$2,608,467 $3,627,611$2,899,080 $1,503,109$162,436 $293,27123-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$3,225,243$2,006,267 $4,370,836$3,827,933 $3,044,523$167,126 $277,091202

Funders of this organization

89 grantors reported grants to this organization, $104,863,202 in all, tax years 2009 to 2025; the 25 largest shown (all 89). 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

GrantorTypeMatchYears givenGrantsTotalLatest yearLatest year's amountGrants
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor Exact 2018-2024 7$49,316,006 2024$222,200
show
BLUE MERIDIAN PARTNERS INC Public charity Exact 2019 1$9,000,000 2019$9,000,000
show
JPMORGAN CHASE FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2013-2022 12$5,770,135 2022$1,000,000
show
SILICON VALLEY COMMUNITY FOUNDATION DAF sponsor Exact 2011-2015, 2017-2024 13$3,806,830 2024$500,000
show
CRANKSTART FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2020-2024 7$3,450,000 2024$1,000,000
show
JAMES IRVINE FOUNDATION Private foundation Fuzzy filed as “Mission Asset Fund” 2013-2014, 2017-2022 9$2,725,000 2022$500,000
show
TIPPING POINT COMMUNITY Public charity Exact 2011-2019 9$2,411,200 2019$450,000
show
SERGEY BRIN FAMILY FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2020-2024 5$2,250,000 2024$250,000
show
THE ERIC AND WENDY SCHMIDT FUND FOR STRATEGIC INNOVATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2020 1$1,750,000 2020$1,750,000
show
SNAP FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2020-2021 2$1,554,181 2021$83,000
show
W K KELLOGG FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2016-2017, 2019 4$1,525,000 2019$300,000
show
COLLEGE FUTURES FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2020 3$1,431,275 2020$1,431,275
show
CALIFORNIA COMMUNITY FOUNDATION DAF sponsor Exact 2014, 2019 2$1,350,000 2019$1,200,000
show
SAN FRANCISCO FOUNDATION DAF sponsor Exact 2010-2012, 2014-2022, 2024 13$1,299,695 2024$21,250
show
TARGET FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2021-2024 4$1,200,000 2024$500,000
show
LEGAL AID SOCIETY OF SAN MATEO CO Public charity Exact 2020 1$950,000 2020$950,000
show
CITI FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2020, 2024 2$900,000 2024$400,000
show
NPX CHARITABLE INC Public charity Exact 2022-2025 4$858,500 2025$286,220
show
TARSADIA FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2021-2024 4$850,000 2024$200,000
show
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC DAF sponsor Exact 2017, 2020 2$850,000 2020$350,000
show
CAPITAL ONE FOUNDATION INC Private foundation Fuzzy filed as “MISSION ASSET FUND” 2015-2016, 2018, 2024-2025 5$827,711 2025$200,000
show
TIDES FOUNDATION DAF sponsor Exact 2018, 2021-2024 5$812,000 2024$200,000
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WEINGART FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2017-2019 5$806,000 2019$105,000
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LEVI STRAUSS FOUNDATION Private foundation Fuzzy filed as “MISSION ASSET FUND” 2010, 2014-2015, 2018-2020 6$600,000 2020$150,000
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NATIONAL PHILANTHROPIC TR DAF sponsor Exact 2017, 2020-2023 5$585,000 2023$175,000
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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)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
INCLUSIVE ACTION FOR THE CITYCAS31 $7,080,631$5,608,207 President & CEO$238,896 Same NTEE code S31, revenue within 2x, same state
ACCESSITYCAS31 $8,466,640$5,323,184 CEO$195,267 Same NTEE code S31, revenue within 2x, same state
SUSTAINABLE ECONOMIC ENTERPRISES OF LOS ANGELESCAS31 $9,045,371$17,047,991 EXECUTIVE DIRECTOR$136,164 Same NTEE code S31, revenue within 2x, same state
GREATER ONTARIO CONVENTION AND VISITORS BUREAUCAS31 $5,552,299$7,464,977 VICE PRESIDENT/MANAGER$0 Same NTEE code S31, revenue within 2x, same state
AMPAC TRI-STATE CDC INCCAS31 $7,169,306$7,277,829 Executive Dir.$432,985 Same NTEE code S31, revenue within 2x, same state
GENESIS LA ECONOMIC GROWTH CORPORATIONCAS31 $18,549,186$7,325,672 PRESIDENT/CEO$729,202 Same NTEE code S31, revenue within 2x, same state
ECONOMIC DEVELOPMENT COLLABORATIVE VENTURA COUNTYCAS31 $8,553,742$8,375,903 President & CEO$269,279 Same NTEE code S31, revenue within 2x, same state
COLORADO ENTERPRISE FUND INCCOS31 $12,460,528$11,606,580 PRESIDENT AN$400,010 Same NTEE code S31, revenue within 2x
ALABAMA RESILIENCY FUNDALS31 $5,500,000$20 Chairman of the Board & President$0 Same NTEE code S31, revenue within 2x
METAFUND CORPORATIONOKS31 $5,097,647$3,615,394 CEO & PRESIDENT/VICE CHAIR$389,230 Same NTEE code S31, revenue within 2x
LOCAL FIRST ARIZONA FOUNDATIONAZS31 $10,547,800$10,235,173 FOUNDER AND CEO$230,716 Same NTEE code S31, revenue within 2x
DETRIOT ECONOMIC GROWTH ASSOCIATIONMIS31 $9,165,300$7,634,505 PRESIDENT AND C.E.O.$468,119 Same NTEE code S31, revenue within 2x
AFRICAN AMERICAN MAYORS ASSOCIATION INCDCS31 $5,575,628$4,129,012 Executive Director$359,182 Same NTEE code S31, revenue within 2x
COMMUNITY ACTION OF SOUTH EASTERN WEST VIRGINIAWVS31 $13,489,044$14,731,403 CEO/EXECUTIVE DIRECTOR$191,901 Same NTEE code S31, revenue within 2x
HISTORIC PORTLAND PUBLIC MARKET FOUNDATIONORS31 $18,302,995$891,791 EXECUTIVE DIRECTOR$166,000 Same NTEE code S31, revenue within 2x
OHIO CAPITAL FINANCE CORPORATIONOHS31 $19,346,452$6,533,581 CEO$1,235,117 Same NTEE code S31, revenue within 2x
NEIGHBORHOOD IMPACT INVESTMENT FUND INCMDS31 $8,474,230$5,947,138 PRESIDENT AND CEO$224,825 Same NTEE code S31, revenue within 2x
RISE TOGETHER INNOVATION CENTER INCOHS31 $8,230,975$9,561,882 FORMER CEO$382,212 Same NTEE code S31, revenue within 2x
COMMON GROUND ALLIANCEVAS31 $7,547,664$6,945,285 PRESIDENT & CEO$586,814 Same NTEE code S31, revenue within 2x
MASSACHUSETTS MANUFACTURING EXTENSION PARTNERSHIP INCMAS31 $15,299,869$15,098,798 PRESIDENT$359,615 Same NTEE code S31, revenue within 2x
DOWNTOWN CLEVELAND IMPROVEMENTCORPORATIONOHS31 $5,231,528$5,231,528 BOARD MEMBER$0 Same NTEE code S31, revenue within 2x
PROSPERITY NOWDCS31 $14,096,149$19,551,072 PRESIDENT & CEO$423,359 Same NTEE code S31, revenue within 2x
CLEVELAND DEVELOPMENT ADVISORS COMMUNITY REINVESTMENT FUND INCOHS31 $7,407,552$3,946,138 Chair$0 Same NTEE code S31, revenue within 2x
SMALL BUSINESS ASSISTANCE CORPGAS31 $5,839,411$2,399,508 CEO$148,462 Same NTEE code S31, revenue within 2x
RAINIER VALLEY COMMUNITY DEVELOPMENT FUNDWAS31 $4,911,057$2,276,543 EXECUTIVE DIRECTOR$177,861 Same NTEE code S31, 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).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
JPMORGAN CHASE FOUNDATION funds this one Private foundation$44,620,843121 282010–2025 PROSPERITY NOW; FLORIDA COMMUNITY LOAN FUND; GENESIS LA ECONOMIC GROWTH CORPORATION; OHIO CAPITAL FINANCE CORPORATION and 24 more
GS DONOR ADVISED PHILANTHROPY FUND FOR WEALTH MANAGEMENT INC funds this one DAF sponsor$25,311,00014 52017–2024 FLORIDA COMMUNITY LOAN FUND; HUMANS FIRST DETROIT; COLORADO ENTERPRISE FUND INC; HOMESTART INC and 1 more
SHERWOOD FOUNDATION Private foundation$23,819,24917 12020–2025 SOUTHSIDE REDEVELOPMENT CORPORATION
THE CHICAGO COMMUNITY TRUST DAF sponsor$22,387,48434 82016–2024 GENESIS LA ECONOMIC GROWTH CORPORATION; ENLACE CHICAGO; WORLD BUSINESS CHICAGO; FAR SOUTH CDC and 4 more
BLOOMBERG FAMILY FOUNDATION INC Private foundation$19,025,0006 32020–2024 PROSPERITY NOW; THE CENTRAL BALTIMORE PARTNERSHIP INC; VENTURE RICHMOND INC
GATES FOUNDATION Private foundation$17,298,3858 32020–2024 PROSPERITY NOW; AFRICAN AMERICAN MAYORS ASSOCIATION INC; HUMANS FIRST DETROIT
ROBERT R MCCORMICK FOUNDATION DAF sponsor$13,654,6205 12020–2024 ENLACE CHICAGO
KRESGE FOUNDATION Private foundation$11,897,25043 72016–2024 MIDTOWN DETROIT INC; PROSPERITY NOW; DORCHESTER BAY ECONOMIC DEVELOPMENT CORPORATION; WORLD BUSINESS CHICAGO and 3 more
THE CALIFORNIA ENDOWMENT funds this one Private foundation$9,133,36870 42011–2024 GENESIS LA ECONOMIC GROWTH CORPORATION; CITY HEIGHTS COMMUNITY DEVELOPMENT CORPORATION; INCLUSIVE ACTION FOR THE CITY; LOS ANGELES NEIGHBORHOOD INITIATIVE
FIDELITY INVESTMENTS CHARITABLE GIFT FUND funds this one DAF sponsor$8,102,54067 202016–2024 NEW ECONOMY PROJECT; PROSPERITY NOW; HOMESTART INC; MONTEREY BAY ECONOMIC PARTNERSHIP INC and 16 more
ROBERT WOOD JOHNSON FOUNDATION Private foundation$7,913,20415 22018–2024 PROSPERITY NOW; INCLUSIVE ACTION FOR THE CITY
BANK OF AMERICA CHARITABLE FOUNDATION INC funds this one Private foundation$7,170,789135 242012–2023 PROSPERITY NOW; HOMESTART INC; BALTIMORE COMMUNITY LENDING INC; FLORIDA COMMUNITY LOAN FUND and 20 more
CITI FOUNDATION funds this one Private foundation$5,650,00012 72020–2024 PROSPERITY NOW; ACCESSITY; CITY HEIGHTS COMMUNITY DEVELOPMENT CORPORATION; INCLUSIVE ACTION FOR THE CITY and 3 more
JAMES IRVINE FOUNDATION funds this one Private foundation$5,551,50317 52019–2024 AMPAC TRI-STATE CDC INC; INCLUSIVE ACTION FOR THE CITY; MONTEREY BAY ECONOMIC PARTNERSHIP INC; OAKLAND & THE WORLD ENTERPRISES INC and 1 more
CALIFORNIA COMMUNITY FOUNDATION funds this one DAF sponsor$5,215,51124 42014–2024 INCLUSIVE ACTION FOR THE CITY; SUSTAINABLE ECONOMIC ENTERPRISES OF LOS ANGELES; GENESIS LA ECONOMIC GROWTH CORPORATION; AMPAC TRI-STATE CDC INC

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 · $12,709,815 spent · pay $6,149,172 · grants $3,390,073 · events $14,029
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $3,766,952$3,431,608$70,005$265,339 29.6%
Grants to US individuals $3,390,073$3,390,073-- 26.7%
Pay: officers, directors, trustees, key employees $1,186,434$698,493$410,425$77,516 9.3%
Other (as described)DUES, LICENSES, & FEES $746,414$699,913$26,714$19,787 5.9%
Fees: other services $514,961$360,477$128,043$26,441 4.1%
Other employee benefits $491,145$438,506$13,333$39,306 3.9%
Information technology $429,619$429,619-- 3.4%
Payroll taxes $375,939$323,703$30,141$22,095 3.0%
Other (as described)PROV FOR CEDIT LOSSES $315,425$315,425-- 2.5%
Occupancy $212,288$188,545$13,278$10,465 1.7%
Office expenses $186,580$158,281$16,524$11,775 1.5%
Depreciation and depletion $179,578$175,850$2,085$1,643 1.4%
Interest $167,695$1,274$166,421- 1.3%
Pension plan contributions $166,950$157,081$703$9,166 1.3%
Pay: disqualified persons $161,752$161,752-- 1.3%
Other (as described)SURVEY INCENTIVES $107,985$107,745$212$28 0.8%
Fees: accounting $98,899-$98,899- 0.8%
Travel $91,267$62,905$19,161$9,201 0.7%
Fees: investment management $46,239-$46,239- 0.4%
Insurance $33,097$7,925$24,678$494 0.3%
Fees: legal $24,355-$24,355- 0.2%
Conferences, conventions and meetings $14,029$14,029-- 0.1%
All other expenses $1,975$567$433$975 0.0%
Advertising and promotion $164$157$4$3 0.0%
Total$12,709,815100%

View the filing

2023 · Form 990 · $20,173,222 spent · pay $6,629,843 · grants $10,442,696 · events $12,565
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $10,442,696$10,442,696-- 51.8%
Other salaries and wages $4,450,049$3,937,871$165,198$346,980 22.1%
Other (as described)DUES, LICENSES, & FEES $950,798$866,090$53,411$31,297 4.7%
Pay: officers, directors, trustees, key employees $850,223$294,387$496,959$58,877 4.2%
Information technology $591,019$590,314$582$123 2.9%
Other employee benefits $529,539$472,952$22,309$34,278 2.6%
Fees: other services $432,925$314,152$87,805$30,968 2.1%
Payroll taxes $413,225$341,913$42,321$28,991 2.0%
Pension plan contributions $223,735$198,919$7,386$17,430 1.1%
Other (as described)PROV FOR CREDIT LOSSES $213,864$213,864-- 1.1%
Occupancy $202,495$172,183$18,929$11,383 1.0%
Office expenses $198,559$153,843$27,792$16,924 1.0%
Pay: disqualified persons $163,072$163,072-- 0.8%
Other (as described)SURVEY INCENTIVES $126,959$126,839$106$14 0.6%
Depreciation and depletion $100,849$95,626$3,141$2,082 0.5%
Travel $77,653$44,700$26,065$6,888 0.4%
Fees: accounting $72,680-$72,680- 0.4%
Fees: investment management $53,750-$53,750- 0.3%
Insurance $37,739$1,343$36,325$71 0.2%
Interest $15,000$15,000-- 0.1%
Conferences, conventions and meetings $12,565$12,565-- 0.1%
Fees: legal $10,286-$10,286- 0.1%
Advertising and promotion $3,500$3,088$250$162 0.0%
All other expenses $42-$42- 0.0%
Total$20,173,222100%

View the filing

2022 · Form 990 · $20,000,045 spent · pay $6,602,283 · grants $9,533,865 · events $206,964
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $9,533,865$9,533,865-- 47.7%
Other salaries and wages $4,688,070$4,023,386$356,063$308,621 23.4%
Information technology $1,338,314$1,326,977$6,200$5,137 6.7%
Other (as described)DUES, LICENSES, & FEES $866,882$749,826$63,429$53,627 4.3%
Pay: officers, directors, trustees, key employees $758,734$650,460$59,145$49,129 3.8%
Other employee benefits $506,792$424,938$52,775$29,079 2.5%
Fees: other services $415,848$241,635$121,297$52,916 2.1%
Payroll taxes $413,702$359,325$28,964$25,413 2.1%
Office expenses $279,393$233,727$24,220$21,446 1.4%
Pension plan contributions $234,985$202,011$17,712$15,262 1.2%
Conferences, conventions and meetings $206,964$198,043$4,864$4,057 1.0%
Occupancy $191,971$170,740$12,201$9,030 1.0%
Travel $102,241$74,790$19,248$8,203 0.5%
Other (as described)SURVEY INCENTIVES $96,980$96,157$451$372 0.5%
Other (as described)BAD DEBT EXPENSE $90,542$90,542-- 0.5%
Fees: investment management $76,741-$76,741- 0.4%
Depreciation and depletion $73,636$70,062$1,951$1,623 0.4%
Fees: accounting $61,675-$61,675- 0.3%
Insurance $32,636-$32,636- 0.2%
Interest $15,000$15,000-- 0.1%
Fees: legal $7,443-$7,443- 0.0%
Advertising and promotion $6,779$6,582-$197 0.0%
All other expenses $852$54$794$4 0.0%
Total$20,000,045100%

View the filing

2021 · Form 990 · $21,709,114 spent · pay $4,960,393 · grants $14,420,522 · events $803
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $14,420,522$14,420,522-- 66.4%
Other salaries and wages $3,488,960$3,004,843$265,567$218,550 16.1%
Other (as described)DUES, LICENSES, SERVICE $754,694$683,428$24,579$46,687 3.5%
Pay: officers, directors, trustees, key employees $632,193$543,663$48,815$39,715 2.9%
Information technology $480,234$468,573$6,404$5,257 2.2%
Office expenses $345,929$296,138$28,853$20,938 1.6%
Other employee benefits $344,203$289,681$31,954$22,568 1.6%
Payroll taxes $315,817$275,404$22,169$18,244 1.5%
Fees: other services $213,821$160,741$39,978$13,102 1.0%
Occupancy $185,888$166,802$10,544$8,542 0.9%
Pension plan contributions $179,220$152,172$14,510$12,538 0.8%
Depreciation and depletion $132,952$130,208$1,518$1,226 0.6%
Fees: legal $72,695-$72,695- 0.3%
Fees: accounting $33,150-$33,150- 0.2%
Insurance $23,755-$23,755- 0.1%
Fees: investment management $21,431-$21,431- 0.1%
Other (as described)WRITE-OFFS $20,392$18,746$1,271$375 0.1%
Interest $15,000$15,000-- 0.1%
Travel $11,400$7,789$2,724$887 0.1%
Fees: professional fundraisers $9,000--$9,000 0.0%
Other (as described)SURVEY INCENTIVES $6,867$6,867-- 0.0%
Conferences, conventions and meetings $803$772$16$15 0.0%
Advertising and promotion $188$188-- 0.0%
Total$21,709,114100%

View the filing

2020 · Form 990 · $33,416,819 spent · pay $3,663,820 · grants $27,307,540 · events $8,740
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $27,307,540$27,307,540-- 81.7%
Other salaries and wages $2,654,864$2,362,605$189,214$103,045 7.9%
Fees: other services $792,843$771,832$9,579$11,432 2.4%
Other (as described)Software license fees $486,147$486,147-- 1.5%
Pay: officers, directors, trustees, key employees $422,439$240,273$105,610$76,556 1.3%
Information technology $404,746$395,122$6,227$3,397 1.2%
Other employee benefits $236,931$215,552$10,090$11,289 0.7%
Payroll taxes $230,698$198,271$20,195$12,232 0.7%
Depreciation and depletion $203,771$200,858$1,793$1,120 0.6%
Occupancy $199,894$180,622$11,869$7,403 0.6%
Office expenses $177,275$153,473$13,977$9,825 0.5%
Pension plan contributions $118,888$105,571$7,952$5,365 0.4%
Other (as described)Dues, license & service fees $76,082$14,267$29,360$32,455 0.2%
Travel $30,439$28,988$667$784 0.1%
Fees: accounting $20,300-$20,300- 0.1%
Fees: professional fundraisers $18,000--$18,000 0.1%
Insurance $12,390$135$12,246$9 0.0%
Interest $9,493$9,493-- 0.0%
Conferences, conventions and meetings $8,740$8,710-$30 0.0%
Other (as described)Write offs & other $4,937$4,611$326- 0.0%
Advertising and promotion $402$359$27$16 0.0%
Total$33,416,819100%

View the filing

2019 · Form 990 · $4,239,628 spent · pay $2,567,329 · grants $149,455 · events $245,088
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,808,029$1,583,543$149,481$75,005 42.6%
Pay: officers, directors, trustees, key employees $372,399$202,686$102,054$67,659 8.8%
Other (as described)Dues, license & service fees $293,229$252,687$21,565$18,977 6.9%
Information technology $265,229$258,591$4,266$2,372 6.3%
Conferences, conventions and meetings $245,088$237,812$4,849$2,427 5.8%
Occupancy $179,705$156,902$14,552$8,251 4.2%
Payroll taxes $167,770$139,782$17,908$10,080 4.0%
Other employee benefits $167,120$146,593$12,259$8,268 3.9%
Depreciation and depletion $156,893$154,117$1,763$1,013 3.7%
Grants to US individuals $149,455$149,455-- 3.5%
Office expenses $143,644$117,807$17,127$8,710 3.4%
Fees: other services $91,698$75,487$6,499$9,712 2.2%
Travel $62,566$53,585$6,042$2,939 1.5%
Pension plan contributions $52,011$46,252$4,404$1,355 1.2%
Fees: professional fundraisers $29,100--$29,100 0.7%
Fees: accounting $25,100-$25,100- 0.6%
Insurance $10,773$2,057$8,546$170 0.3%
Other (as described)Bad debt $10,041$10,041-- 0.2%
Other (as described)Other expenses $9,061$4,192$4,072$797 0.2%
Fees: legal $717-$717- 0.0%
Total$4,239,628100%

View the filing

2018 · Form 990 · $4,471,951 spent · pay $2,167,663 · grants $1,065,542 · events $203,451
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,509,799$1,259,855$139,903$110,041 33.8%
Grants to US individuals $1,065,542$1,065,542-- 23.8%
Pay: officers, directors, trustees, key employees $333,952$199,441$91,604$42,907 7.5%
Information technology $292,953$271,662$11,751$9,540 6.6%
Conferences, conventions and meetings $203,451$192,685$6,268$4,498 4.5%
Office expenses $173,664$142,417$18,225$13,022 3.9%
Occupancy $171,433$144,917$15,790$10,726 3.8%
Payroll taxes $146,281$115,359$18,737$12,185 3.3%
Other employee benefits $129,981$106,329$12,594$11,058 2.9%
Other (as described)Dues, license & service fees $117,493$103,371$7,794$6,328 2.6%
Fees: other services $81,272$49,977$7,974$23,321 1.8%
Depreciation and depletion $57,125$51,889$4,169$1,067 1.3%
Pension plan contributions $47,650$41,398$2,318$3,934 1.1%
Travel $45,216$39,823$2,376$3,017 1.0%
Fees: professional fundraisers $39,600--$39,600 0.9%
Fees: accounting $20,298-$20,298- 0.5%
Fees: legal $18,279$3,140$800$14,339 0.4%
Insurance $11,829$2,829$8,704$296 0.3%
Other (as described)Other expenses $6,133$3,506$597$2,030 0.1%
Total$4,471,951100%

View the filing

2017 · Form 990 · $5,236,925 spent · pay $1,838,503 · grants $2,537,214 · events $22,465
LineAs describedTotalProgramManagementFundraisingShare
Grants to US individuals $2,537,214$2,537,214-- 48.4%
Other salaries and wages $1,217,936$899,521$199,586$118,829 23.3%
Pay: officers, directors, trustees, key employees $307,290$186,436$76,822$44,032 5.9%
Information technology $245,239$190,499$35,883$18,857 4.7%
Other employee benefits $148,588$110,381$26,376$11,831 2.8%
Payroll taxes $128,298$91,894$23,056$13,348 2.4%
Occupancy $119,366$85,557$21,289$12,520 2.3%
Office expenses $109,271$89,488$12,191$7,592 2.1%
Depreciation and depletion $96,486$91,836$2,928$1,722 1.8%
Fees: other services $73,244$59,365$3,692$10,187 1.4%
Other (as described)Other expenses $42,208$26,616$6,808$8,784 0.8%
Fees: professional fundraisers $36,658--$36,658 0.7%
Pension plan contributions $36,391$26,852$4,517$5,022 0.7%
Other (as described)Loan servicing fees $30,364$30,364-- 0.6%
Travel $28,290$21,049$1,037$6,204 0.5%
Other (as described)Bad debt $23,208$23,208-- 0.4%
Conferences, conventions and meetings $22,465$15,808$563$6,094 0.4%
Fees: accounting $17,830-$17,830- 0.3%
Insurance $9,113$93$9,006$14 0.2%
Fees: legal $4,725-$4,725- 0.1%
Advertising and promotion $2,741$1,371-$1,370 0.1%
Total$5,236,925100%

View the filing

2016 · Form 990 · $2,608,467 spent · pay $1,546,229 · grants $22,371 · events $186,875
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $1,012,832$751,616$151,385$109,831 38.8%
Pay: officers, directors, trustees, key employees $293,271$173,213$76,643$43,415 11.2%
Information technology $207,325$201,423$4,527$1,375 7.9%
Conferences, conventions and meetings $186,875$180,044$1,141$5,690 7.2%
Depreciation and depletion $147,371$142,805$2,843$1,723 5.6%
Other employee benefits $105,271$80,679$16,767$7,825 4.0%
Payroll taxes $102,557$73,626$17,896$11,035 3.9%
Occupancy $101,840$74,804$16,834$10,202 3.9%
Office expenses $81,327$72,393$5,454$3,480 3.1%
Travel $67,874$47,884$3,994$15,996 2.6%
Other (as described)Other expenses $61,856$50,609$6,769$4,478 2.4%
Other (as described)Loan servicing fees $39,307$39,307-- 1.5%
Fees: accounting $38,925-$38,925- 1.5%
Fees: professional fundraisers $37,023--$37,023 1.4%
Fees: other services $35,581$35,581-- 1.4%
Pension plan contributions $32,298$24,756$3,810$3,732 1.2%
Grants to US individuals $22,121$22,121-- 0.8%
Other (as described)Bad debt $13,185$13,185-- 0.5%
Fees: legal $11,166-$11,166- 0.4%
Insurance $6,923-$6,923- 0.3%
Advertising and promotion $3,289$2,785$314$190 0.1%
Grants to US organizations and governments $250$250-- 0.0%
Total$2,608,467100%

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2015 · Form 990 · $2,006,267 spent · pay $1,113,232 · grants $7,130 · events $12,032
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $678,045$509,763$81,059$87,223 33.8%
Pay: officers, directors, trustees, key employees $277,091$156,593$73,758$46,740 13.8%
Occupancy $163,559$111,412$30,121$22,026 8.2%
Information technology $145,190$143,923$1,267- 7.2%
Depreciation and depletion $137,346$132,589$2,521$2,236 6.8%
Fees: other services $131,588$126,233$1,517$3,838 6.6%
Payroll taxes $75,402$53,403$11,641$10,358 3.8%
Other (as described)Credit, bank and other fees $67,097$59,685$3,778$3,634 3.3%
Other employee benefits $61,907$50,192$7,404$4,311 3.1%
Office expenses $46,912$35,484$6,753$4,675 2.3%
Fees: professional fundraisers $42,775--$42,775 2.1%
Travel $42,199$33,757$3,058$5,384 2.1%
Other (as described)Miscellaneous $35,311$28,806$4,222$2,283 1.8%
Fees: accounting $26,476-$26,476- 1.3%
Pension plan contributions $20,787$15,340$2,665$2,782 1.0%
Fees: legal $14,366$10,938$1,824$1,604 0.7%
Other (as described)Bad debt $12,545$12,545-- 0.6%
Conferences, conventions and meetings $12,032$12,032-- 0.6%
Grants to US individuals $4,880$4,880-- 0.2%
Other (as described)Loss on disposition $3,780$3,104$358$318 0.2%
Insurance $3,702$2,085$1,205$412 0.2%
Grants to US organizations and governments $2,250$2,250-- 0.1%
Advertising and promotion $1,027$1,027-- 0.1%
Total$2,006,267100%

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Federal grants and contracts

Awards from USAspending.gov to a recipient with this organization's name and zip code. Obligations by federal fiscal year (October to September); each award links to its page on usaspending.gov.

Fiscal yearGrants and other assistanceContractsAwards
2021$1,200,000$01
2020$0$01
2017$124,995$01
Largest awards · 2 shown
YearAgencyKindProgramDescriptionObligated
2021Community Development Financial Institutions FundGrant or other assistanceCOMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS RAPID RESPONSE PROGRAM (CDFI RRP) 21.024CDFI RAPID RESPONSE PROGRAM AWARD$1,200,000
2017Community Development Financial Institutions FundGrant or other assistanceCOMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS PROGRAM 21.020TECHNICAL ASSISTANCE AWARD$124,995

State business registration

The same business name in the same state, from the state’s official registry data.

Trademarks

2 US trademarks, 1 live.

MarkSerialFiledStatusSource
MISSION ASSET FUND871859682016-09-28RegisteredTRTDXFAP, file of 2026-05-18
LENDING CIRCLES855066352011-12-30AbandonedTRCFECO2, file of 2024-03-27

The newest marks of the trademark owners above, matched to this record by name (and state).

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