VALUE REPORTING FOUNDATION
Cite this
Plain text VALUE REPORTING FOUNDATION. furp.org, nonprofit organization profile, tax years 2012–2021. https://furp.org/org/value-reporting-foundation-452883197. Retrieved 2026-11-01.
APA furp.org. (n.d.). VALUE REPORTING FOUNDATION [Nonprofit organization profile; tax years 2012–2021]. Retrieved November 1, 2026, from https://furp.org/org/value-reporting-foundation-452883197
MLA “VALUE REPORTING FOUNDATION.” furp.org, tax years 2012–2021, https://furp.org/org/value-reporting-foundation-452883197. Accessed 1 Nov. 2026.
Retrieved 2026-11-01; covers tax years 2012–2021. Data: furp.org, CC BY 4.0.
2021 · Form 990 · revenue $8.8M · expenses $10.7M · assets $0
- EIN
- 45-2883197
- Address
- 1045 SANSOME STREET 450, SAN FRANCISCO, CA 94111
- Website
- WWW.VALUEREPORTINGFOUNDATION.ORG
- NTEE code
- -
- Exempt type
- -
- Ruling date
- -
- Principal officer
- Jean Rogers (its 2011 Form 990-N)
- Form 990-N e-postcards
- 1 filed, 2011 (organizations with gross receipts normally $50,000 or less file this instead of a full Form 990) IRS data ↗
- Cross-check
- ProPublica Nonprofit Explorer
Mission
SEE PART I, LINE 1 RESPONSE
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
26 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 |
|---|---|---|---|---|---|
| Janine Guillot | CEO | 2017-2021 | $845,434 | $2,635,306 | 2 |
| Matthew Welch | PRES/COO/DIR THRU 5/31 | 2014-2021 | $365,684 | $2,575,873 | 1 |
| Nicolai Lundy | CHIEF OF MARKET RELATIONSHIPS | 2018-2021 | $245,322 | $1,047,496 | 1 |
| Madhu Mathew | DIR OF TECHNOLOGY | 2017-2021 | $197,146 | $926,795 | 1 |
| Bryan Esterly | CHIEF TECHNICAL OFFICER | 2019-2021 | $241,771 | $871,489 | 1 |
| Jeff Cohen | DIR OF CAPITAL MARKETS | 2020-2021 | $207,685 | $423,362 | 1 |
| James Martin | DIR GLOBAL OUTREACH | 2021 | $239,927 | $422,010 | 1 |
| Brian Gougherty | DIRECTOR OF DEVELOPMENT | 2021 | $219,736 | $387,084 | 1 |
| Charles Tilley | DIRECTOR | 2021 | $0 | $166,076 | 1 |
| Jean Rogers Phd Pe (former) | CEO | 2012-2015 | $432,084 | $1,398,528 | 1 |
| Madelyn Antoncic (former) | CEO | 2019-2020 | $242,500 | $917,393 | 1 |
| Jean Rogers (former) | Chair-Standards Board | 2017-2018 | $469,535 | $889,535 | 1 |
| Jerome Lavigne-Delville (former) | Chief Standards | 2013-2015 | $317,817 | $698,161 | 1 |
| Anne Marie Fell (former) | Dir of Advancement | 2017-2019 | $203,360 | $572,586 | 1 |
| David Post (former) | Dir of Research | 2017-2018 | $259,849 | $466,003 | 1 |
| Douglas Park (former) | Legal Policy Dir | 2014-2015 | $170,292 | $340,827 | 1 |
| Himani D Phadke (former) | Head of Standards | 2014-2015 | $115,925 | $216,625 | 1 |
| Lily Steinbach (former) | Finance Director | 2017-2018 | $65,334 | $215,919 | 1 |
| William E Howley (former) | Chief Dev Officer | 2015 | $200,288 | $200,288 | 1 |
| William Peterson (former) | Operations Director | 2013 | $199,338 | $199,338 | 1 |
| Katie Schmitz Eulitt (former) | Dir Invest Outrch | 2020 | $193,875 | $193,875 | 1 |
| David Parham (former) | Dir Research Proj | 2019 | $182,026 | $182,026 | 1 |
| Tyler Peterson Cfa (former) | Operations Dir | 2012 | $172,923 | $172,923 | 1 |
| Catherine Schmitz Eulitt (former) | Market Research | 2014 | $125,495 | $125,495 | 1 |
| Amanda Medress (former) | Asst Secretary | 2015 | $118,785 | $118,785 | 1 |
| Andrew L Collins (former) | Technical Dir | 2015 | $114,080 | $114,080 | 1 |
Officers and directors, no compensation reported
63 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 |
|---|---|---|---|---|---|
| Alan Beller | SECRETARY | 2017-2021 | 4 | $0 reported | 3 |
| Robert Herz | DIRECTOR | 2015-2021 | 2 | $0 reported | 2 |
| Conor Kehoe | DIRECTOR | 2021 | 2 | $0 reported | 2 |
| Koushik Chatterjee | DIRECTOR | 2021 | 2 | $0 reported | 2 |
| Richard Sexton | CO-CHAIR | 2021 | 4 | $0 reported | 2 |
| Rudolf Bless | DIRECTOR | 2019-2021 | 2 | $0 reported | 2 |
| Else Bos | DIRECTOR | 2019-2021 | 2 | $0 reported | 2 |
| Robert Steel | CHAIR THRU 5/31 CO-CHAIR - 6/1 | 2017-2021 | 4 | $0 reported | 1 |
| Mary Schapiro | CO-VICE CHAIR | 2014-2021 | 4 | $0 reported | 1 |
| Helen Brand | CO-VICE CHAIR | 2021 | 4 | $0 reported | 1 |
| Steve Gunders | TREASURER | 2014-2021 | 4 | $0 reported | 1 |
| Joe Allanson | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Pru Bennett | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Catherine Bradley | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Audrey Choi | DIRECTOR | 2017-2021 | 2 | $0 reported | 1 |
| Michelle Collins | DIRECTOR | 2020-2021 | 2 | $0 reported | 1 |
| Aron Cramer | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Deborah Dehaas | DIRECTOR | 2019-2021 | 2 | $0 reported | 1 |
| Jane Diplock | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Paul Druckman | DIRECTOR | 2019-2021 | 2 | $0 reported | 1 |
| Kenneth Goldman | DIRECTOR | 2018-2021 | 2 | $0 reported | 1 |
| Michael Jantzi | DIRECTOR | 2020-2021 | 2 | $0 reported | 1 |
| Tetsuo Kitagawa | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Izumi Kobayashi | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Paula Loop | DIRECTOR | 2019-2021 | 2 | $0 reported | 1 |
| Alexsandro Broedel Lopes | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| James Mcintire | DIRECTOR | 2017-2021 | 2 | $0 reported | 1 |
| Barry Melancon | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| David Nussbaum | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Uk Sinha | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Robert Swaak | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Roy Swan | DIRECTOR | 2020-2021 | 2 | $0 reported | 1 |
| Laura Tyson | DIRECTOR | 2017-2021 | 2 | $0 reported | 1 |
| Sarah Williamson | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Jay Willoughby | DIRECTOR | 2017-2021 | 2 | $0 reported | 1 |
| Takatoshi Yamamoto | DIRECTOR | 2021 | 2 | $0 reported | 1 |
| Charles Zegar | DIRECTOR | 2019-2021 | 2 | $0 reported | 1 |
| Elisse Walter (former) | Secretary | 2013-2019 | 4 | $0 reported | 1 |
| Clara Miller (former) | Director | 2013-2019 | 2 | $0 reported | 1 |
| Curtis Ravenel (former) | Director | 2014-2019 | 2 | $0 reported | 1 |
| Rudi Bless (former) | Director | 2017-2018 | 2 | $0 reported | 1 |
| Jack Ehnes (former) | Director | 2014-2018 | 3 | $0 reported | 1 |
| Shawn Lytle (former) | Director | 2014-2018 | 2 | $0 reported | 1 |
| Kevin Parker (former) | Director | 2014-2018 | 2 | $0 reported | 1 |
| Chuck Zegar (former) | Director | 2017-2018 | 2 | $0 reported | 1 |
| Michael Bloomberg (former) | Chairman | 2014-2017 | 1 | $0 reported | 1 |
| Mary Shapiro (former) | Vice Chair | 2017 | 4 | $0 reported | 1 |
| Cathy Odelbo (former) | Director | 2017 | 2 | $0 reported | 1 |
| ROBERT ECCLES PhD (former) | Director | 2013-2015 | 2 | $0 reported | 1 |
| Dan Hanson Cfa (former) | Director | 2012-2015 | 2 | $0 reported | 1 |
| Erika Karp Mba (former) | Director | 2012-2015 | 2 | $0 reported | 1 |
| Suz Maccormack Jd (former) | Director | 2014-2015 | 2 | $0 reported | 1 |
| Catherine Odelbo Mba (former) | Director | 2012-2015 | 3 | $0 reported | 1 |
| Aulana Peters Jd (former) | Director | 2012-2015 | 3 | $0 reported | 1 |
| Ted White Jd (former) | Director | 2013-2015 | 2 | $0 reported | 1 |
| Bob Herz (former) | Director | 2014 | 2 | $0 reported | 1 |
| Steven Gunders Cpa Mba (former) | Treasurer | 2012-2013 | 4 | $0 reported | 1 |
| Peter Knight Jd (former) | Director | 2013 | 2 | $0 reported | 1 |
| Suz Maccormac Jd (former) | Secretary | 2012-2013 | 4 | $0 reported | 1 |
| Ed Waitzer (former) | Director | 2012 | 2 | $0 reported | 1 |
| Anne Sheehan (former) | Director | 2012 | 2 | $0 reported | 1 |
| John Katovich (former) | Treasurer | 2012 | 4 | $0 reported | 1 |
| BOB ECCLES PhD (former) | Chairman | 2012 | 4 | $0 reported | 1 |
People by year
2021 · 90 people listed · 15 paid, $4.7M · 59 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JANINE GUILLOT | CEO | 40 | $808,598 | $0 | $36,836 | $845,434 | 2 |
| JANINE GUILLOT | CEO | 40 | $670,828 | $0 | $37,140 | $707,968 | 2 |
| MATTHEW WELCH | PRES/COO | 40 | $397,993 | $0 | $20,279 | $418,272 | 1 |
| MATTHEW WELCH | PRES/COO/DIR THRU 5/31 | 40 | $335,291 | $0 | $30,393 | $365,684 | 1 |
| NICOLAI LUNDY | CHIEF OF MARKET RELATIONSHIPS | 40 | $212,964 | $0 | $32,358 | $245,322 | 1 |
| BRYAN ESTERLY | CHIEF TECHNICAL OFFICER | 40 | $220,838 | $0 | $20,933 | $241,771 | 1 |
| BRYAN ESTERLY | CHIEF TECHNICAL OFFICER | 40 | $208,748 | $0 | $32,351 | $241,099 | 1 |
| JAMES MARTIN | DIR GLOBAL OUTREACH | 40 | $209,383 | $0 | $30,544 | $239,927 | 1 |
| NICOLAI LUNDY | CHIEF OF MARKET RELATIONSHIPS | 40 | $220,838 | $0 | $16,228 | $237,066 | 1 |
| BRIAN GOUGHERTY | DIRECTOR OF DEVELOPMENT | 40 | $202,117 | $0 | $17,619 | $219,736 | 1 |
| JEFF COHEN | DIR OF CAPITAL MARKETS | 40 | $189,672 | $0 | $18,013 | $207,685 | 1 |
| MADHU MATHEW | DIR OF TECHNOLOGY | 40 | $176,442 | $0 | $20,704 | $197,146 | 1 |
| JAMES MARTIN | DIR GLOBAL OUTREACH | 40 | $168,172 | $0 | $13,911 | $182,083 | 1 |
| BRIAN GOUGHERTY | DIRECTOR OF DEVELOPMENT | 40 | $151,392 | $0 | $15,956 | $167,348 | 1 |
| CHARLES TILLEY | DIRECTOR (SEE SCHEDULE O) | 2 | $0 | $166,076 | $0 | $166,076 | 1 |
| ROBERT STEEL | CO-CHAIR | 4 | $0 | $0 | $0 | $0 | 1 |
| MARY SCHAPIRO | CO-VICE CHAIR | 4 | $0 | $0 | $0 | $0 | 1 |
| HELEN BRAND | CO-VICE CHAIR | 4 | $0 | $0 | $0 | $0 | 1 |
| RICHARD SEXTON | CO-CHAIR | 4 | $0 | $0 | $0 | $0 | 2 |
| STEVE GUNDERS | TREASURER | 4 | $0 | $0 | $0 | $0 | 1 |
| ALAN BELLER | SECRETARY | 4 | $0 | $0 | $0 | $0 | 3 |
| JOE ALLANSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PRU BENNETT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| RUDOLF BLESS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| ELSE BOS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| CATHERINE BRADLEY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KOUSHIK CHATTERJEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| AUDREY CHOI | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE COLLINS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ARON CRAMER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DEBORAH DEHAAS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JANE DIPLOCK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL DRUCKMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KENNETH GOLDMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT HERZ | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL JANTZI | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CONOR KEHOE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| TETSUO KITAGAWA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| IZUMI KOBAYASHI | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAULA LOOP | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ALEXSANDRO BROEDEL LOPES | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES MCINTIRE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BARRY MELANCON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID NUSSBAUM | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| UK SINHA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT SWAAK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROY SWAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES TILLEY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LAURA TYSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH WILLIAMSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAY WILLOUGHBY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| TAKATOSHI YAMAMOTO | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES ZEGAR | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT STEEL | CHAIR THRU 5/31 CO-CHAIR - 6/1 | 4 | $0 | $0 | $0 | $0 | 1 |
| MARY SCHAPIRO | CO-VICE CHAIR | 4 | $0 | $0 | $0 | $0 | 1 |
| HELEN BRAND | CO-VICE CHAIR | 4 | $0 | $0 | $0 | $0 | 1 |
| RICHARD SEXTON | CO-CHAIR | 4 | $0 | $0 | $0 | $0 | 2 |
| STEVE GUNDERS | TREASURER | 4 | $0 | $0 | $0 | $0 | 1 |
| ALAN BELLER | SECRETARY | 4 | $0 | $0 | $0 | $0 | 3 |
| JOE ALLANSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PRU BENNETT | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| RUDOLF BLESS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| ELSE BOS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| CATHERINE BRADLEY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KOUSHIK CHATTERJEE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| AUDREY CHOI | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| MICHELLE COLLINS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ARON CRAMER | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DEBORAH DEHAAS | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JANE DIPLOCK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAUL DRUCKMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| KENNETH GOLDMAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT HERZ | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL JANTZI | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CONOR KEHOE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 2 |
| TETSUO KITAGAWA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| IZUMI KOBAYASHI | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| PAULA LOOP | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ALEXSANDRO BROEDEL LOPES | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAMES MCINTIRE | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| BARRY MELANCON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| DAVID NUSSBAUM | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| UK SINHA | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT SWAAK | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| ROY SWAN | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| LAURA TYSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| SARAH WILLIAMSON | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| JAY WILLOUGHBY | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| TAKATOSHI YAMAMOTO | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
| CHARLES ZEGAR | DIRECTOR | 2 | $0 | $0 | $0 | $0 | 1 |
2020 · 27 people listed · 8 paid, $2.0M · 49 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Janine Guillot | Director & CEO | 40 | $400,800 | $0 | $34,095 | $434,895 | 2 |
| Matthew Welch | President & COO | 40 | $320,800 | $0 | $20,348 | $341,148 | 1 |
| Madelyn Antoncic | CEO | 40 | $242,500 | $0 | $0 | $242,500 | 1 |
| Jeff Cohen | Dir of Cap Markets | 40 | $198,926 | $0 | $16,751 | $215,677 | 1 |
| Nicolai Lundy | Dir Ptshp/Outreach | 40 | $190,492 | $0 | $23,607 | $214,099 | 1 |
| Bryan Esterly | Dir Research Std | 40 | $172,886 | $0 | $23,578 | $196,464 | 1 |
| Madhu Mathew | Dir of Technology | 40 | $175,431 | $0 | $19,841 | $195,272 | 1 |
| Katie Schmitz Eulitt | Dir Invest Outrch | 40 | $178,896 | $0 | $14,979 | $193,875 | 1 |
| Robert Steel | Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Mary Schapiro | Vice Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Steve Gunders | Treasurer | 4 | $0 | $0 | $0 | $0 | 1 |
| Alan Beller | Secretary | 4 | $0 | $0 | $0 | $0 | 3 |
| Rudolf Bless | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Else Bos | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Audrey Choi | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Michelle Collins | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Deborah DeHaas | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Paul Druckman | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Kenneth Goldman | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Robert Herz | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Michael Jantzi | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Paula Loop | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| James McIntire | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Roy Swan | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Laura Tyson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jay Willoughby | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Charles Zegar | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2019 · 27 people listed · 8 paid, $2.2M · 53 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Madelyn Antoncic | CEO | 40 | $674,686 | $0 | $207 | $674,893 | 1 |
| Matthew Welch | President & COO | 40 | $334,807 | $0 | $19,601 | $354,408 | 1 |
| Janine Guillot | Director & CEO | 40 | $219,115 | $0 | $32,273 | $251,388 | 2 |
| Anne Marie Fell | Dir of Advancement | 40 | $184,777 | $0 | $18,583 | $203,360 | 1 |
| Bryan Esterly | Dir Research - Std | 40 | $168,885 | $0 | $23,270 | $192,155 | 1 |
| Madhu Mathew | Dir of Technology | 40 | $166,369 | $0 | $19,102 | $185,471 | 1 |
| David Parham | Dir Research Proj | 40 | $158,846 | $0 | $23,180 | $182,026 | 1 |
| Nicolai Lundy | Dir Ptshp/Outreach | 40 | $157,961 | $0 | $22,728 | $180,689 | 1 |
| Robert Steel | Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Mary Schapiro | Vice Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Steve Gunders | Treasurer | 4 | $0 | $0 | $0 | $0 | 1 |
| Elisse Walter | Secretary | 4 | $0 | $0 | $0 | $0 | 1 |
| Alan Beller | Director | 2 | $0 | $0 | $0 | $0 | 3 |
| Rudolf Bless | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Else Bos | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Audrey Choi | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Deborah DeHaas | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Paul Druckman | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Kenneth Goldman | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Robert Herz | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Paula Loop | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| James McIntire | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Clara Miller | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Curtis Ravenel | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Laura Tyson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jay Willoughby | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Charles Zegar | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2018 · 26 people listed · 8 paid, $1.9M · 43 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Jean Rogers | Chair-Standards Board | 40 | $469,535 | $0 | $0 | $469,535 | 1 |
| Matthew Welch | President | 40 | $331,027 | $0 | $19,735 | $350,762 | 1 |
| David Post | Dir of Research | 40 | $231,264 | $0 | $28,585 | $259,849 | 1 |
| Janine Guillot | Dir of Cap Mkts | 32 | $181,978 | $0 | $31,133 | $213,111 | 2 |
| Anne Marie Fell | Dir of Advancement | 40 | $179,701 | $0 | $17,794 | $197,495 | 1 |
| Madhu Mathew | Dir of Technology | 40 | $160,136 | $0 | $18,500 | $178,636 | 1 |
| Nicolai Lundy | Dir of Education | 40 | $148,459 | $0 | $21,861 | $170,320 | 1 |
| Lily Steinbach | Finance Director | 40 | $65,334 | $0 | $0 | $65,334 | 1 |
| Robert Steel | Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Mary Schapiro | Vice Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Steve Gunders | Officer | 3 | $0 | $0 | $0 | $0 | 1 |
| Elisse Walter | Officer | 3 | $0 | $0 | $0 | $0 | 1 |
| Alan Beller | Director | 3 | $0 | $0 | $0 | $0 | 3 |
| Rudi Bless | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Audrey Choi | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Ehnes | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Kenneth Goldman | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Robert Herz | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Shawn Lytle | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| James McIntire | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Clara Miller | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Kevin Parker | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Curtis Ravenel | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Laura Tyson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jay Willoughby | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Chuck Zegar | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2017 · 26 people listed · 7 paid, $1.6M · 33 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN ROGERS | Chair-SASB | 40 | $396,000 | $0 | $24,000 | $420,000 | 1 |
| Matthew Welch | President | 40 | $295,000 | $0 | $19,003 | $314,003 | 1 |
| David Post | Dir of Research | 40 | $200,000 | $0 | $6,154 | $206,154 | 1 |
| Janine Guillot | Dir of Cap Mkts | 32 | $152,462 | $0 | $30,048 | $182,510 | 2 |
| Anne Marie Fell | Dir of Advancement | 40 | $166,605 | $0 | $5,126 | $171,731 | 1 |
| Madhu Mathew | Dir of Technology | 40 | $152,270 | $0 | $18,000 | $170,270 | 1 |
| Lily Steinbach | Finance Director | 40 | $131,211 | $0 | $19,374 | $150,585 | 1 |
| Michael Bloomberg | Chairman | 1 | $0 | $0 | $0 | $0 | 1 |
| Robert Steel | Vice Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Mary Shapiro | Vice Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| Steve Gunders | Officer | 3 | $0 | $0 | $0 | $0 | 1 |
| Elisse Walter | Officer | 3 | $0 | $0 | $0 | $0 | 1 |
| Alan Beller | Director | 3 | $0 | $0 | $0 | $0 | 3 |
| Rudi Bless | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Audrey Choi | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jack Ehnes | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Robert Herz | Director | 2 | $0 | $0 | $0 | $0 | 2 |
| Shawn Lytle | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| James McIntire | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Clara Miller | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| Cathy Odelbo | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Kevin Parker | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Curtis Ravenel | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Laura Tyson | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Jay Willoughby | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| Chuck Zegar | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2015 · 25 people listed · 8 paid, $1.7M · 48 employees · 200 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN ROGERS PHD PE | CEO | 40 | $407,788 | $0 | $24,296 | $432,084 | 1 |
| Jerome Lavigne-Delville | Chief Standards | 40 | $299,141 | $0 | $18,676 | $317,817 | 1 |
| Matthew Welch | COO | 40 | $249,032 | $0 | $19,913 | $268,945 | 1 |
| William E Howley | Chief Dev Officer | 40 | $199,992 | $0 | $296 | $200,288 | 1 |
| Douglas Park | Legal Policy Dir | 40 | $169,998 | $0 | $294 | $170,292 | 1 |
| Amanda Medress | Asst Secretary | 40 | $104,800 | $0 | $13,985 | $118,785 | 1 |
| Himani D Phadke | Head of Standards | 40 | $103,552 | $0 | $12,373 | $115,925 | 1 |
| Andrew L Collins | Technical Dir | 40 | $103,546 | $0 | $10,534 | $114,080 | 1 |
| MICHAEL R BLOOMBERG | Board Chair | 1 | $0 | $0 | $0 | $0 | 1 |
| ROBERT ECCLES PhD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| JACK EHNES | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| STEVE GUNDERS CPA MBA | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| DAN HANSON CFA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| ROBERT H HERZ | Director | 3 | $0 | $0 | $0 | $0 | 2 |
| ERIKA KARP MBA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| SHAWN LYTLE | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| SUZ MACCORMACK JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CLARA MILLER | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CATHERINE ODELBO MBA | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| KEVIN PARKER | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| AULANA PETERS JD | Director | 3 | $0 | $0 | $0 | $0 | 1 |
| CURTIS RAVENEL | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| MARY SCHAPIRO JD | Vice Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| ELISSE WALTER JD | Secretary | 2 | $0 | $0 | $0 | $0 | 1 |
| TED WHITE JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2014 · 23 people listed · 6 paid, $1.1M · 30 employees · 200 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN ROGERS PHD PE | CEO | 40 | $350,299 | $0 | $23,222 | $373,521 | 1 |
| Jerome Lavigne-Delville | Standards Devlpmnt | 40 | $198,845 | $0 | $18,037 | $216,882 | 1 |
| Douglas Park | Legal Policy Dir | 40 | $170,000 | $0 | $535 | $170,535 | 1 |
| Matthew Welch | COO | 40 | $144,614 | $0 | $18,037 | $162,651 | 1 |
| Catherine Schmitz Eulitt | Market Research | 40 | $124,998 | $0 | $497 | $125,495 | 1 |
| Himani Phadke | Associate Research | 40 | $94,388 | $0 | $6,312 | $100,700 | 1 |
| MICHAEL R BLOOMBERG | Board Chair | 4 | $0 | $0 | $0 | $0 | 1 |
| ROBERT ECCLES PhD | Chairman | 2 | $0 | $0 | $0 | $0 | 1 |
| JACK EHNES | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVE GUNDERS CPA MBA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| DAN HANSON CFA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB HERZ | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| ERIKA KARP MBA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| SHAWN LYTLE | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| SUZ MACCORMACK JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CLARA MILLER | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CATHERINE ODELBO MBA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| KEVIN PARKER | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| AULANA PETERS JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CURTIS RAVENEL | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| MARY SCHAPIRO JD | Vice Chair | 2 | $0 | $0 | $0 | $0 | 1 |
| ELISSE WALTER JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| TED WHITE JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2013 · 14 people listed · 3 paid, $655K · 8 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN ROGERS PHD PE | CEO | 40 | $269,154 | $0 | $23,000 | $292,154 | 1 |
| William Peterson | Operations Director | 40 | $181,838 | $0 | $17,500 | $199,338 | 1 |
| Jerome Lavigne-Delville | Director Standards | 40 | $163,462 | $0 | $0 | $163,462 | 1 |
| ROBERT ECCLES PhD | Chairman | 4 | $0 | $0 | $0 | $0 | 1 |
| STEVEN GUNDERS CPA MBA | Treasurer | 4 | $0 | $0 | $0 | $0 | 1 |
| DAN HANSON CFA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| ERIKA KARP | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| PETER KNIGHT JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| SUZ MACCORMAC JD | Secretary | 4 | $0 | $0 | $0 | $0 | 1 |
| CLARA MILLER | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CATHERINE ODELBO MBA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| AULANA L PETERS JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| ELISSE WALTER JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| TED WHITE JD | Director | 2 | $0 | $0 | $0 | $0 | 1 |
2012 · 12 people listed · 2 paid, $474K · 4 employees · 10 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JEAN ROGERS PHD PE | Exec Director | 40 | $300,769 | $0 | $0 | $300,769 | 1 |
| TYLER PETERSON CFA | Operations Dir | 40 | $172,923 | $0 | $0 | $172,923 | 1 |
| ED WAITZER | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| ANNE SHEEHAN | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| AULANA L PETERS | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| CATHERINE ODELBO | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| SUZ MACCORMAC | Secretary | 4 | $0 | $0 | $0 | $0 | 1 |
| JOHN KATOVICH | Treasurer | 4 | $0 | $0 | $0 | $0 | 1 |
| ERIKA KARP | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| DAN HANSON CFA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| STEVEN GUNDERS CPA MBA | Director | 2 | $0 | $0 | $0 | $0 | 1 |
| BOB ECCLES PhD | Chairman | 4 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2021 · 10 contractors · $2.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| GRAY BIKE LLC | WALNUT, CA | WEBSITE DESIGN | $371,844 |
| SDL INC | WAKEFIELD, MA | DIGITAL CONTENT MGMT SYSTEM | $357,575 |
| FLEISHMANHILLARD | SAN FRANCISCO, CA | PUBLIC AFFAIRS ADVISORY | $346,866 |
| GRAY BIKE LLC | WALNUT, CA | WEBSITE DESIGN | $241,567 |
| GRANT THORNTON LLP | BOSTON, MA | TAX AND AUDIT SERVICES | $143,550 |
| FLEISHMANHILLARD | SAN FRANCISCO, CA | PUBLIC AFFAIRS ADVISORY | $134,568 |
| THE 180 GROUP INC | SOMERVILLE, NJ | EVENT PLANNING | $131,680 |
| ADLER & COLVIN | SAN FRANCISCO, CA | LEGAL SERVICES | $130,898 |
| GENSPHIRE | FAIRFAX, CA | RECRUITING | $111,000 |
| SDL INC | WAKEFIELD, MA | DIGITAL CONTENT MGMT SYSTEM | $100,515 |
2020 · 4 contractors · $808K
| Name | Location | Service | Paid |
|---|---|---|---|
| JR Language Translation Services Inc | San Francisco, CA | Translation Services | $296,471 |
| FleishmanHillard | San Francisco, CA | Public Affairs Advisory | $287,745 |
| Design Rocket | Berkeley, CA | Web Design & Branding | $123,800 |
| Jorsek Inc | Rochester, NY | Content Mgmt System | $100,300 |
2019 · 3 contractors · $322K
| Name | Location | Service | Paid |
|---|---|---|---|
| Jeffrey Hales | Austin, TX | Standards Board Chair | $119,234 |
| HireAthena | San Francisco, CA | Accounting | $102,811 |
| Easy DITA - Jorsek LLC | Rochester, NY | IT Services | $100,300 |
2018 · 3 contractors · $576K
| Name | Location | Service | Paid |
|---|---|---|---|
| Deloitte Consulting LLP | San Francisco, CA | Consulting | $312,777 |
| Egon Zehnder International | San Francisco, CA | Consulting | $156,872 |
| Rogers Associates LLC | Oakland, CA | Consulting | $106,508 |
2017 · 1 contractor · $137K
| Name | Location | Service | Paid |
|---|---|---|---|
| Stern Strategy Group | Iselin, NJ | PR & Communications | $136,883 |
2015 · 3 contractors · $373K
| Name | Location | Service | Paid |
|---|---|---|---|
| RF Binder Partners Inc | New York, NY | Public Relations | $136,624 |
| Ogletree Deakins | San Francisco, CA | Legal Services | $127,901 |
| Arturo Rodriguez Trejo | Ciudad de Mxico | Research | $107,997 |
2014 · 5 contractors · $762K
| Name | Location | Service | Paid |
|---|---|---|---|
| Community Counseling Service | San Francisco, CA | Fund Raising | $227,500 |
| Brandlogic | Georgetown, CT | Consulting | $166,670 |
| RF Binder Partners Inc | New York, NY | Public Relations | $137,027 |
| Ogletree Deakins | San Francisco, CA | Legal Services | $123,032 |
| Arturo Rodriguez Trejo | Ciudad de Mxico | Research | $108,243 |
2013 · 1 contractor · $260K
| Name | Location | Service | Paid |
|---|---|---|---|
| Community Counseling Service | Consulting | $260,000 |
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 |
|---|---|---|---|---|---|---|---|---|
| 2021 · Form 990 | ||||||||
| $8,802,139 | $10,677,536 | $0 | $0 | $1,511,167 | $4,616,063 | $1,068,821 | 59 | 50 |
| 2021 · Form 990 | ||||||||
| $19,404,162 | $12,378,279 | $22,403,803 | $14,577,287 | $11,591,963 | $7,809,783 | $1,262,948 | 59 | 50 |
| 2020 · Form 990 | ||||||||
| $12,963,807 | $9,825,827 | $14,927,184 | $7,629,230 | $8,382,917 | $4,546,435 | $964,100 | 49 | 50 |
| 2019 · Form 990 | ||||||||
| $5,666,988 | $8,448,957 | $10,641,707 | $4,532,250 | $3,195,621 | $2,469,909 | $1,228,609 | 53 | 50 |
| 2018 · Form 990 | ||||||||
| $14,713,085 | $7,886,803 | $12,659,949 | $7,268,977 | $13,346,723 | $1,364,047 | $331,027 | 43 | 50 |
| 2017 · Form 990 | ||||||||
| $8,261,581 | $6,411,789 | $4,604,037 | $486,915 | $7,488,864 | $754,961 | $691,000 | 33 | 50 |
| 2015 · Form 990 | ||||||||
| $8,145,971 | $6,306,060 | $6,098,248 | $3,529,829 | $8,085,772 | $47,790 | $761,620 | 48 | 200 |
| 2014 · Form 990 | ||||||||
| $4,689,402 | $6,932,111 | $2,404,143 | $1,707,192 | $4,642,722 | $29,521 | $536,172 | 30 | 200 |
| 2013 · Form 990 | ||||||||
| $5,649,348 | $3,143,051 | $3,627,712 | $3,350,560 | $5,597,427 | $51,921 | $292,154 | 8 | 11 |
| 2012 · Form 990 | ||||||||
| $2,829,469 | $1,985,206 | $962,153 | $844,263 | $2,829,469 | $0 | $473,692 | 4 | 10 |
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.
- INTERNATIONAL FINANCIAL REPORTING STANDARDS FOUNDATION San Francisco, CA · 5 people in common (Alan Beller, Else Bos, Koushik Chatterjee)
- INTERNATIONAL FOUNDATION FOR VALUING IMPACTS INC Dover, DE · 4 people in common (Alan Beller, Conor Kehoe, Janine Guillot)
Funders of this organization
16 grantors reported grants to this organization, $19,945,430 in all, tax years 2014 to 2022. 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 |
|---|---|---|---|---|---|---|---|---|
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2014, 2016-2017, 2019-2021 | 6 | $8,173,000 | 2021 | $15,000 | show |
| CLIMATEWORKS FOUNDATION | Public charity | Exact | 2021 | 2 | $4,977,500 | 2021 | $4,977,500 | show |
| THE BLACKBAUD GIVING FUND | DAF sponsor | Exact | 2021-2022 | 2 | $2,008,000 | 2022 | $1,000,000 | show |
| JEWISH COMMUNAL FUND | DAF sponsor | Exact | 2018-2019 | 2 | $2,000,000 | 2019 | $1,000,000 | show |
| FORD FOUNDATION | Private foundation | Fuzzy filed as “VALUE REPORTING FOUNDATION” | 2021-2022 | 4 | $1,206,750 | 2022 | $750,000 | show |
| BANK OF AMERICA CHARITABLE FOUNDATION INC | Private foundation | Fuzzy filed as “VALUE REPORTING FOUNDATION” | 2021-2022 | 2 | $500,000 | 2022 | $250,000 | show |
| NEW VENTURE FUND | Public charity | Exact | 2021-2022 | 2 | $450,000 | 2022 | $250,000 | show |
| KATTOM FOUNDATION | Private foundation | Fuzzy filed as “VALUE REPORTING FOUNDATION” | 2022 | 1 | $250,000 | 2022 | $250,000 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016-2020 | 5 | $223,180 | 2020 | $25,500 | show |
| AMERICAN ENDOWMENT FOUNDATION | DAF sponsor | Exact | 2019 | 1 | $60,000 | 2019 | $60,000 | show |
| NATIONAL ORGANIZATION OF INVESTMENT PROFESSIONALS INC | Public charity | Exact | 2017 | 1 | $30,000 | 2017 | $30,000 | show |
| VANGUARD CHARITABLE ENDOWMENT PROGRAM | DAF sponsor | Exact | 2020-2021 | 2 | $20,000 | 2021 | $10,000 | show |
| ASSOCIATION OF INTERNATIONAL CERTIFIED PROFESSIONAL ACCOUNTANTS | Public charity | Exact | 2021 | 1 | $15,000 | 2021 | $15,000 | show |
| CALIFORNIA COMMUNITY FOUNDATION | DAF sponsor | Exact | 2015 | 1 | $12,000 | 2015 | $12,000 | show |
| RAYMOND JAMES CHARITABLE ENDOWMENT FUND | DAF sponsor | Exact | 2016 | 1 | $10,000 | 2016 | $10,000 | show |
| SAN FRANCISCO FOUNDATION | DAF sponsor | Exact | 2015 | 1 | $10,000 | 2015 | $10,000 | 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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| REPORTAGE FOUNDATION | CA | B99 | $840 | $840 | CEO | $0 | Similar name, revenue differs more than 10x, same state |
| REAL REPORTING FOUNDATION | PA | W99 | $94,000 | $95,499 | PRESIDENT | $0 | Similar name, revenue differs more than 10x |
| TRUE VALUE FOUNDATION | IL | B82 | $464,630 | $553,875 | DIRECTOR | $30,028 | Similar name, revenue differs more than 10x |
| VALUE MORTGAGE FOUNDATION | MA | B82 | $0 | $69,707 | President | $0 | Similar name |
Who funds organizations like this
Grantors that funded the 4 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).
| Grantor | Type | Total given | Grants | Organizations funded | Years | Which ones |
|---|---|---|---|---|---|---|
| SERVANT FOUNDATION | DAF sponsor | $48,550 | 3 | 1 | 2021–2023 | TRUE VALUE FOUNDATION |
| NATIONAL CHRISTIAN CHARITABLE FOUNDATION | DAF sponsor | $35,000 | 2 | 1 | 2017–2024 | TRUE VALUE FOUNDATION |
| JAMES H WURZ JR AND EDWARD T WURZ SR FOUNDATION | Private foundation | $18,000 | 4 | 1 | 2014–2018 | TRUE VALUE FOUNDATION |
| IMPACTASSETS INC | DAF sponsor | $8,000 | 1 | 1 | 2019–2019 | TRUE VALUE FOUNDATION |
| PATZIK FRANK & SAMOTNY FOUNDATION | Private foundation | $2,900 | 4 | 1 | 2011–2015 | TRUE VALUE FOUNDATION |
| LITTLER MENDELSON FOUNDATION INC | Private foundation | $500 | 1 | 1 | 2023–2023 | TRUE VALUE FOUNDATION |
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.
2021 · Form 990 · $10,677,536 spent · pay $7,923,110 · grants $0 · events $65,824
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $5,472,327 | $4,908,781 | $266,573 | $296,973 | 51.3% | |
| Pay: officers, directors, trustees, key employees | $1,068,821 | $795,358 | $113,140 | $160,323 | 10.0% | |
| Travel | $600,994 | $385,236 | $194,169 | $21,589 | 5.6% | |
| Information technology | $552,768 | $503,156 | $33,780 | $15,832 | 5.2% | |
| Fees: other services | $537,956 | $535,499 | $897 | $1,560 | 5.0% | |
| Payroll taxes | $486,917 | $417,957 | $39,688 | $29,272 | 4.6% | |
| Other employee benefits | $470,203 | $334,068 | $137,474 | -$1,339 | 4.4% | |
| Pension plan contributions | $424,842 | $344,988 | $55,713 | $24,141 | 4.0% | |
| Occupancy | $211,934 | $146,694 | $56,729 | $8,511 | 2.0% | |
| Fees: accounting | $194,227 | $4,329 | $189,898 | - | 1.8% | |
| Fees: legal | $164,637 | $164,444 | $135 | $58 | 1.5% | |
| Other (as described) | COST OF GOODS SOLD | $121,424 | $121,424 | - | - | 1.1% |
| Other (as described) | PRODUCT DEVELOPMENT | $117,951 | $117,951 | - | - | 1.1% |
| Conferences, conventions and meetings | $65,824 | $45,479 | $18,038 | $2,307 | 0.6% | |
| Insurance | $57,970 | $44,306 | $9,565 | $4,099 | 0.5% | |
| Fees: management | $33,046 | $23,893 | $7,774 | $1,379 | 0.3% | |
| Interest | $23,567 | - | $23,567 | - | 0.2% | |
| Office expenses | $22,489 | $13,561 | $4,423 | $4,505 | 0.2% | |
| Other (as described) | MISCELLANEOUS | $18,370 | $429 | $18,332 | -$391 | 0.2% |
| Depreciation and depletion | $11,452 | $1,266 | $3,069 | $7,117 | 0.1% | |
| Advertising and promotion | $10,117 | $10,117 | - | - | 0.1% | |
| Other (as described) | BAD DEBT | $9,700 | $9,700 | - | - | 0.1% |
| Total | $10,677,536 | 100% |
2021 · Form 990 · $12,378,279 spent · pay $8,502,882 · grants $0 · events $42,637
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $5,862,731 | $3,873,996 | $1,718,821 | $269,914 | 47.4% | |
| Pay: officers, directors, trustees, key employees | $1,262,948 | $960,046 | $113,460 | $189,442 | 10.2% | |
| Information technology | $1,123,967 | $1,052,084 | $43,526 | $28,357 | 9.1% | |
| Fees: other services | $1,043,233 | $1,011,078 | $25,102 | $7,053 | 8.4% | |
| Pension plan contributions | $539,818 | $405,592 | $76,750 | $57,476 | 4.4% | |
| Payroll taxes | $513,040 | $402,797 | $68,254 | $41,989 | 4.1% | |
| Fees: legal | $378,892 | $365,254 | $13,638 | - | 3.1% | |
| Occupancy | $346,262 | $254,558 | $78,195 | $13,509 | 2.8% | |
| Other employee benefits | $324,345 | $169,961 | $143,575 | $10,809 | 2.6% | |
| Other (as described) | PRODUCT DEVELOPMENT | $291,603 | $291,603 | - | - | 2.4% |
| Other (as described) | COST OF GOODS SOLD | $268,126 | $268,126 | - | - | 2.2% |
| Fees: accounting | $99,541 | $2,885 | $96,656 | - | 0.8% | |
| Insurance | $88,178 | $67,829 | $14,088 | $6,261 | 0.7% | |
| Interest | $77,635 | - | $77,635 | - | 0.6% | |
| Fees: management | $52,015 | $22,671 | $27,251 | $2,093 | 0.4% | |
| Travel | $45,917 | $46,851 | -$934 | - | 0.4% | |
| Conferences, conventions and meetings | $42,637 | $41,300 | $1,337 | - | 0.3% | |
| Office expenses | $36,005 | $16,845 | $12,300 | $6,860 | 0.3% | |
| Advertising and promotion | $29,755 | $29,755 | - | - | 0.2% | |
| Depreciation and depletion | $14,618 | $7,558 | $6,362 | $698 | 0.1% | |
| Other (as described) | MISCELLANEOUS | $11,834 | $3,331 | $597 | $7,906 | 0.1% |
| Fees: professional fundraisers | $2,500 | - | - | $2,500 | 0.0% | |
| Other (as described) | BAD DEBT | -$77,321 | -$4,821 | -$72,500 | - | -0.6% |
| Total | $12,378,279 | 100% |
2020 · Form 990 · $9,825,827 spent · pay $7,055,700 · grants $0 · events $21,711
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $4,898,231 | $4,030,275 | $552,419 | $315,537 | 49.9% | |
| Fees: other services | $1,238,319 | $1,038,034 | $101,136 | $99,149 | 12.6% | |
| Pay: officers, directors, trustees, key employees | $964,100 | $543,391 | $170,888 | $249,821 | 9.8% | |
| Pension plan contributions | $581,662 | $453,800 | $71,767 | $56,095 | 5.9% | |
| Payroll taxes | $418,743 | $326,694 | $51,665 | $40,384 | 4.3% | |
| Occupancy | $342,279 | $260,988 | $70,697 | $10,594 | 3.5% | |
| Other (as described) | Annual software subscriptions | $323,967 | $283,644 | $26,489 | $13,834 | 3.3% |
| Other (as described) | Cost of earned revenue | $210,573 | $210,573 | - | - | 2.1% |
| Other employee benefits | $192,964 | $150,546 | $23,808 | $18,610 | 2.0% | |
| Travel or entertainment for public officials | $129,560 | $69,388 | $56,414 | $3,758 | 1.3% | |
| Fees: accounting | $127,032 | - | $127,032 | - | 1.3% | |
| Other (as described) | Other Personnel Costs | $104,570 | $24,432 | $49,776 | $30,362 | 1.1% |
| Insurance | $70,692 | $54,687 | $10,775 | $5,230 | 0.7% | |
| Other (as described) | Product Development | $67,687 | $67,687 | - | - | 0.7% |
| All other expenses | $58,370 | $32,919 | $15,965 | $9,486 | 0.6% | |
| Office expenses | $24,075 | $16,599 | $6,411 | $1,065 | 0.2% | |
| Conferences, conventions and meetings | $21,711 | $19,445 | $2,100 | $166 | 0.2% | |
| Information technology | $21,354 | $16,295 | $3,518 | $1,541 | 0.2% | |
| Depreciation and depletion | $14,618 | $11,321 | $2,222 | $1,075 | 0.1% | |
| Advertising and promotion | $11,016 | $11,016 | - | - | 0.1% | |
| Fees: legal | $4,304 | - | $4,304 | - | 0.0% | |
| Total | $9,825,827 | 100% |
2019 · Form 990 · $8,448,957 spent · pay $5,737,700 · grants $0 · events $148,120
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,590,002 | $2,848,128 | $326,307 | $415,567 | 42.5% | |
| Pay: officers, directors, trustees, key employees | $1,228,609 | $692,475 | $217,772 | $318,362 | 14.5% | |
| Fees: other services | $569,410 | $495,233 | $55,614 | $18,563 | 6.7% | |
| Travel | $513,239 | $306,028 | $193,093 | $14,118 | 6.1% | |
| Pension plan contributions | $373,300 | $274,292 | $42,150 | $56,858 | 4.4% | |
| Payroll taxes | $328,199 | $241,153 | $37,057 | $49,989 | 3.9% | |
| Occupancy | $289,961 | $228,396 | $35,623 | $25,942 | 3.4% | |
| Other (as described) | Annual software subscriptions | $265,160 | $236,211 | $16,954 | $11,995 | 3.1% |
| Other (as described) | Cost of earned revenue | $252,350 | $251,875 | - | $475 | 3.0% |
| Other employee benefits | $217,590 | $159,880 | $24,569 | $33,141 | 2.6% | |
| Conferences, conventions and meetings | $148,120 | $121,514 | $21,129 | $5,477 | 1.8% | |
| Other (as described) | Other Personnel Costs | $125,714 | $80,477 | $43,929 | $1,308 | 1.5% |
| Fees: accounting | $120,629 | - | $120,629 | - | 1.4% | |
| All other expenses | $115,505 | $105,641 | $8,038 | $1,826 | 1.4% | |
| Other (as described) | Equipment | $72,180 | $53,728 | $12,268 | $6,184 | 0.9% |
| Insurance | $61,488 | $45,625 | $8,177 | $7,686 | 0.7% | |
| Depreciation and depletion | $53,396 | $39,611 | $7,111 | $6,674 | 0.6% | |
| Information technology | $45,128 | $31,981 | $7,749 | $5,398 | 0.5% | |
| Fees: legal | $39,299 | - | $39,299 | - | 0.5% | |
| Office expenses | $32,386 | $16,671 | $4,764 | $10,951 | 0.4% | |
| Advertising and promotion | $7,292 | $7,292 | - | - | 0.1% | |
| Total | $8,448,957 | 100% |
2018 · Form 990 · $7,886,803 spent · pay $5,095,386 · grants $0 · events $100,516
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $3,968,087 | $3,165,728 | $258,249 | $544,110 | 50.3% | |
| Fees: other services | $913,056 | $540,531 | $322,396 | $50,129 | 11.6% | |
| Travel | $355,252 | $274,165 | $60,347 | $20,740 | 4.5% | |
| Pay: officers, directors, trustees, key employees | $331,027 | $266,651 | $42,601 | $21,775 | 4.2% | |
| Payroll taxes | $321,058 | $256,330 | $22,467 | $42,261 | 4.1% | |
| Pension plan contributions | $305,789 | $244,139 | $21,399 | $40,251 | 3.9% | |
| Other (as described) | Other Personnel Costs | $287,609 | $28,764 | $238,601 | $20,244 | 3.6% |
| Other (as described) | Annual software subscriptions | $252,873 | $231,929 | $10,069 | $10,875 | 3.2% |
| Occupancy | $218,025 | $175,310 | $27,337 | $15,378 | 2.8% | |
| Other employee benefits | $169,425 | $135,268 | $11,856 | $22,301 | 2.1% | |
| Other (as described) | Cost of earned revenue | $153,415 | $153,415 | - | - | 1.9% |
| Fees: accounting | $125,432 | - | $125,432 | - | 1.6% | |
| Conferences, conventions and meetings | $100,516 | $86,138 | $10,776 | $3,602 | 1.3% | |
| Depreciation and depletion | $88,025 | $69,125 | $8,366 | $10,534 | 1.1% | |
| All other expenses | $74,873 | $52,078 | $20,985 | $1,810 | 0.9% | |
| Insurance | $50,214 | $39,433 | $4,772 | $6,009 | 0.6% | |
| Other (as described) | Product Development | $44,998 | $44,998 | - | - | 0.6% |
| Fees: legal | $44,820 | - | $44,820 | - | 0.6% | |
| Information technology | $39,453 | $31,235 | $3,615 | $4,603 | 0.5% | |
| Office expenses | $31,940 | $16,231 | $1,997 | $13,712 | 0.4% | |
| Advertising and promotion | $10,916 | $10,916 | - | - | 0.1% | |
| Total | $7,886,803 | 100% |
2017 · Form 990 · $6,411,789 spent · pay $4,274,245 · grants $0 · events $34,090
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,932,589 | $2,236,918 | $466,893 | $228,778 | 45.7% | |
| Pay: officers, directors, trustees, key employees | $691,000 | $556,620 | $88,924 | $45,456 | 10.8% | |
| Other (as described) | Web hosting and maintenance | $376,490 | $371,346 | $1,192 | $3,952 | 5.9% |
| Fees: legal | $363,641 | $350,302 | $13,339 | - | 5.7% | |
| Pension plan contributions | $282,500 | $231,548 | $30,618 | $20,334 | 4.4% | |
| Travel | $264,318 | $210,998 | $46,276 | $7,044 | 4.1% | |
| Payroll taxes | $231,705 | $184,840 | $26,786 | $20,079 | 3.6% | |
| Occupancy | $220,999 | $172,037 | $31,289 | $17,673 | 3.4% | |
| Fees: other services | $156,531 | $136,275 | $13,743 | $6,513 | 2.4% | |
| Other (as described) | Product Development | $136,628 | $136,628 | - | - | 2.1% |
| Other employee benefits | $136,451 | $121,620 | $8,440 | $6,391 | 2.1% | |
| Fees: accounting | $114,765 | - | $114,765 | - | 1.8% | |
| Other (as described) | Cost of earned revenue | $109,986 | $109,986 | - | - | 1.7% |
| Depreciation and depletion | $88,025 | $68,220 | $12,763 | $7,042 | 1.4% | |
| All other expenses | $85,474 | $64,890 | $17,927 | $2,657 | 1.3% | |
| Office expenses | $46,748 | $33,710 | $13,038 | - | 0.7% | |
| Information technology | $42,878 | $34,596 | $5,337 | $2,945 | 0.7% | |
| Insurance | $37,787 | $29,285 | $5,479 | $3,023 | 0.6% | |
| Other (as described) | Printing and Publications | $36,760 | $34,641 | $2,119 | - | 0.6% |
| Conferences, conventions and meetings | $34,090 | $19,165 | $14,925 | - | 0.5% | |
| Advertising and promotion | $22,424 | $22,424 | - | - | 0.3% | |
| Total | $6,411,789 | 100% |
2015 · Form 990 · $6,306,060 spent · pay $4,244,912 · grants $0 · events $19,757
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,821,550 | $2,330,369 | $40,913 | $450,268 | 44.7% | |
| Pay: officers, directors, trustees, key employees | $761,620 | $613,506 | $98,013 | $50,101 | 12.1% | |
| Fees: other services | $581,301 | $518,408 | $39,505 | $23,388 | 9.2% | |
| Occupancy | $375,965 | $257,804 | $96,677 | $21,484 | 6.0% | |
| Payroll taxes | $303,800 | $256,764 | $4,612 | $42,424 | 4.8% | |
| Travel | $234,024 | $175,396 | $39,946 | $18,682 | 3.7% | |
| Pension plan contributions | $186,417 | $157,555 | $2,830 | $26,032 | 3.0% | |
| Other employee benefits | $171,525 | $144,968 | $2,604 | $23,953 | 2.7% | |
| Other (as described) | Web hosting and maintenance | $154,380 | $108,283 | $37,716 | $8,381 | 2.4% |
| Fees: legal | $147,594 | $101,207 | $37,953 | $8,434 | 2.3% | |
| Other (as described) | Other Personnel Costs | $129,053 | $88,494 | $33,185 | $7,374 | 2.0% |
| Fees: accounting | $90,363 | $61,963 | $23,236 | $5,164 | 1.4% | |
| Other (as described) | Product Development | $84,116 | $84,116 | - | - | 1.3% |
| Other (as described) | Equipment | $55,523 | $38,338 | $14,060 | $3,125 | 0.9% |
| Depreciation and depletion | $48,648 | $33,359 | $12,509 | $2,780 | 0.8% | |
| Office expenses | $48,168 | $34,861 | $10,853 | $2,454 | 0.8% | |
| All other expenses | $40,082 | $32,100 | $6,471 | $1,511 | 0.6% | |
| Insurance | $26,275 | $18,017 | $6,757 | $1,501 | 0.4% | |
| Information technology | $24,695 | $16,669 | $6,567 | $1,459 | 0.4% | |
| Conferences, conventions and meetings | $19,757 | $15,779 | $2,138 | $1,840 | 0.3% | |
| Advertising and promotion | $1,204 | $1,193 | $9 | $2 | 0.0% | |
| Total | $6,306,060 | 100% |
2014 · Form 990 · $6,932,111 spent · pay $3,291,157 · grants $0 · events $636,375
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Other salaries and wages | $2,274,018 | $2,096,022 | $71,289 | $106,707 | 32.8% | |
| Fees: other services | $671,693 | $594,819 | $18,500 | $58,374 | 9.7% | |
| Other (as described) Event | Enterprise Software & events | $628,275 | $584,296 | $18,848 | $25,131 | 9.1% |
| Pay: officers, directors, trustees, key employees | $536,172 | $431,902 | $68,999 | $35,271 | 7.7% | |
| Fees: legal | $499,740 | $336,933 | $157,666 | $5,141 | 7.2% | |
| Other (as described) | In-kind goods | $486,780 | $452,706 | $14,603 | $19,471 | 7.0% |
| Occupancy | $273,760 | $254,597 | $8,213 | $10,950 | 3.9% | |
| Fees: professional fundraisers | $227,500 | - | - | $227,500 | 3.3% | |
| All other expenses | $197,653 | $102,591 | $52,242 | $42,820 | 2.9% | |
| Payroll taxes | $192,539 | $173,469 | $9,386 | $9,684 | 2.8% | |
| Travel | $185,219 | $136,114 | $28,887 | $20,218 | 2.7% | |
| Other employee benefits | $167,900 | $155,208 | $4,887 | $7,805 | 2.4% | |
| Fees: accounting | $155,315 | $140,669 | $9,183 | $5,463 | 2.2% | |
| Pension plan contributions | $120,528 | $108,591 | $5,875 | $6,062 | 1.7% | |
| Other (as described) | Other Personnel Costs | $92,382 | $84,967 | $5,573 | $1,842 | 1.3% |
| Other (as described) | Web hosting and maintenance | $74,542 | $49,021 | $23,396 | $2,125 | 1.1% |
| Office expenses | $48,119 | $37,868 | $3,486 | $6,765 | 0.7% | |
| Depreciation and depletion | $37,277 | $34,715 | $1,098 | $1,464 | 0.5% | |
| Information technology | $22,576 | $18,652 | $3,313 | $611 | 0.3% | |
| Insurance | $17,313 | $12,734 | $4,031 | $548 | 0.2% | |
| Advertising and promotion | $14,710 | $13,434 | $388 | $888 | 0.2% | |
| Conferences, conventions and meetings | $8,100 | $7,962 | $59 | $79 | 0.1% | |
| Total | $6,932,111 | 100% |
2013 · Form 990 · $3,143,051 spent · pay $858,125 · grants $0 · events $6,007
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Fees: other services | $1,325,584 | $1,269,786 | $31,655 | $24,143 | 42.2% | |
| Other salaries and wages | $440,307 | $354,680 | $56,663 | $28,964 | 14.0% | |
| Pay: officers, directors, trustees, key employees | $292,154 | $235,339 | $37,597 | $19,218 | 9.3% | |
| Fees: professional fundraisers | $276,999 | - | - | $276,999 | 8.8% | |
| Travel | $177,173 | $141,460 | $23,166 | $12,547 | 5.6% | |
| Occupancy | $161,834 | $132,569 | $17,376 | $11,889 | 5.1% | |
| Other (as described) | Equipment | $56,351 | $33,001 | $21,571 | $1,779 | 1.8% |
| Other employee benefits | $46,611 | $37,547 | $5,998 | $3,066 | 1.5% | |
| Fees: accounting | $44,733 | $9,269 | $34,789 | $675 | 1.4% | |
| Advertising and promotion | $44,072 | $43,619 | $270 | $183 | 1.4% | |
| Other (as described) | In-kind services | $43,325 | - | $43,325 | - | 1.4% |
| Payroll taxes | $41,622 | $33,528 | $5,356 | $2,738 | 1.3% | |
| Pension plan contributions | $37,431 | $30,151 | $4,817 | $2,463 | 1.2% | |
| Depreciation and depletion | $37,142 | $30,679 | $3,938 | $2,525 | 1.2% | |
| Office expenses | $30,443 | $28,916 | $804 | $723 | 1.0% | |
| Other (as described) | Web hosting and maintenance | $27,627 | $25,004 | $1,564 | $1,059 | 0.9% |
| Other (as described) | Miscellaneous | $23,769 | $1,378 | $22,236 | $155 | 0.8% |
| All other expenses | $21,644 | $10,908 | $5,438 | $5,298 | 0.7% | |
| Conferences, conventions and meetings | $6,007 | $5,947 | $41 | $19 | 0.2% | |
| Insurance | $5,843 | $3,247 | $2,330 | $266 | 0.2% | |
| Fees: legal | $2,380 | $2,313 | $35 | $32 | 0.1% | |
| Total | $3,143,051 | 100% |
2012 · Form 990 · $1,985,206 spent · pay $651,966 · grants $0 · events $6,205
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Pay: officers, directors, trustees, key employees | $473,692 | $285,327 | $57,631 | $130,734 | 23.9% | |
| Other (as described) | In-kind facilities | $367,875 | $203,299 | $48,953 | $115,623 | 18.5% |
| Fees: other services | $302,064 | $285,023 | $3,769 | $13,272 | 15.2% | |
| Other (as described) | In-kind goods | $199,168 | $111,972 | $26,266 | $60,930 | 10.0% |
| Other (as described) | In-kind services | $142,364 | $67,680 | $64,285 | $10,399 | 7.2% |
| Travel | $96,087 | $59,507 | $21,042 | $15,538 | 4.8% | |
| Advertising and promotion | $95,697 | $83,695 | $4,939 | $7,063 | 4.8% | |
| Other salaries and wages | $75,661 | $45,574 | $9,204 | $20,883 | 3.8% | |
| Other employee benefits | $40,413 | $24,343 | $4,917 | $11,153 | 2.0% | |
| Fees: accounting | $39,935 | - | $39,935 | - | 2.0% | |
| Pension plan contributions | $34,000 | $20,480 | $4,137 | $9,383 | 1.7% | |
| Payroll taxes | $28,200 | $16,986 | $3,431 | $7,783 | 1.4% | |
| Depreciation and depletion | $25,077 | $13,858 | $3,337 | $7,882 | 1.3% | |
| All other expenses | $22,088 | $16,292 | $2,483 | $3,313 | 1.1% | |
| Office expenses | $18,638 | $17,021 | $578 | $1,039 | 0.9% | |
| Other (as described) | Equipment | $12,698 | $10,709 | $959 | $1,030 | 0.6% |
| Conferences, conventions and meetings | $6,205 | $5,763 | - | $442 | 0.3% | |
| Insurance | $5,106 | $2,237 | $2,343 | $526 | 0.3% | |
| Fees: legal | $238 | - | $238 | - | 0.0% | |
| Total | $1,985,206 | 100% |
Trademarks
11 US trademarks, 7 live.
- VALUE REPORTING FOUNDATION 11 marks, CA EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| SUSTAINABLE INDUSTRY CLASSIFICATION SYSTEM | 97168890 | 2021-12-13 | Registered | TRTYRAP, file of 2026-04-03 |
| SASB INSIDE | 90242190 | 2020-10-08 | Registered | TRTDXFAP, file of 2026-06-30 |
| SASB MATERIALITY MAP | 88847943 | 2020-03-25 | Registered | TRTDXFAP, file of 2026-04-20 |
| SUSTAINABILITY ACCOUNTING STANDARDS BOARD | 88173398 | 2018-10-29 | Registered | TRTYRAP, file of 2026-04-03 |
| FSA | 86644367 | 2015-05-28 | Registered | TRTDXFAP, file of 2026-02-23 |
| SICS | 85639475 | 2012-05-31 | Registered and renewed | TRTYRAP, file of 2026-04-03 |
| ACCOUNTING FOR A SUSTAINABLE FUTURE | 85982018 | 2012-05-02 | Registration cancelled | TRTYRAP, file of 2026-04-03 |
| SUSTAINABILITY ACCOUNTING STANDARDS BOARD SASB | 85614219 | 2012-05-02 | Registration cancelled | TRTYRAP, file of 2026-04-03 |
| ACCOUNTING FOR A SUSTAINABLE FUTURE | 85614120 | 2012-05-02 | Registration cancelled | TRTDXFAP, file of 2026-09-30 |
| SASB | 85408920 | 2011-08-27 | Registered and renewed | TRTYRAP, file of 2026-04-03 |
The newest marks of the trademark owners above, matched to this record by name (and state).
Comments