NATIONAL BANKERS ASSOCIATION INC

Cite this

Plain text NATIONAL BANKERS ASSOCIATION INC. furp.org, nonprofit organization profile, tax years 2013–2024. https://furp.org/org/national-bankers-association-inc-520884907. Retrieved 2026-10-28.

APA furp.org. (n.d.). NATIONAL BANKERS ASSOCIATION INC [Nonprofit organization profile; tax years 2013–2024]. Retrieved October 28, 2026, from https://furp.org/org/national-bankers-association-inc-520884907

MLA “NATIONAL BANKERS ASSOCIATION INC.” furp.org, tax years 2013–2024, https://furp.org/org/national-bankers-association-inc-520884907. Accessed 28 Oct. 2026.

Retrieved 2026-10-28; covers tax years 2013–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $2.4M · expenses $2.0M · assets $5.3M

EIN
52-0884907
Address
1513 P ST NW, WASHINGTON, DC 20005-1909
NTEE code
W60C
Exempt type
501(c)(6): business league or chamber of commerce (corporation)
Ruling date
February 1973 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Tax-deductible donations
No
Cross-check
ProPublica Nonprofit Explorer

Mission

A MEMBER-FOCUSED ORGANIZATION THAT PROVIDES ADVOCACY, EDUCATION PROGRAMS, SECTOR COMMUNICATION, AND PARTNERSHIPS THAT ASSIST MEMBERS, PARTICULARLY MINORITY DEPOSITORY INSTITUTIONS, IN PROVIDING FINANCIAL SERVICES TO THEIR COMMUNITIES.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

8 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
Nicole Elam PRESIDENT & CEO2022-2024 $522,811$1,160,349 3
Michelledavis CHIEF OFER.OFFICER2024 $148,808$148,808 1
Michael Grant (former) President2013-2017 $117,248$515,408 2
Victor Cook (former) Chief Finan2013-2017 $84,731$372,626 1
Kim Saunders (former) President2013-2020 $111,617$216,617 2
Evonne Holliday (former) Chief Admin. Officer2018-2020 $65,190$185,898 1
Evonne Holiday (former) Chief Adm. Officer2022 $116,000$116,000 1
Michelle Davis (former) Chief Oper.Officer2023 $50,770$50,770 2

Officers and directors, no compensation reported

29 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
Patrick Cooper AT LARGE2019-2024 1 $0 reported 2
Travis Kiyota AT LARGE2022-2024 1 $0 reported 2
Robert Ejamesii CHAIRMAN2024 1 $0 reported 1
Cynthia Day 1ST VICE CHAIR2013-2024 1 $0 reported 1
Todd Mcdonald 2ND VICE CHAIR2017-2024 1 $0 reported 1
Robert Cooper SECRETARY2014-2024 1 $0 reported 2
Rey Garcia TREASURER2024 1 $0 reported 1
B Doyle Mitchell AT LARGE2017-2024 1 $0 reported 1
Dominik Mjartan AT LARGE2022-2024 1 $0 reported 1
Evelyn Fsmalls AT LARGE2024 1 $0 reported 1
Dr Kase Lawal AT LARGE2024 1 $0 reported 1
Cynthia Newell AT LARGE2024 1 $0 reported 1
Suchitra Padmanabhan AT LARGE2024 1 $0 reported 1
Robert James Ii (former) Chairman2015-2023 1 $0 reported 2
Evelyn Smalls (former) At Large2014-2023 1 $0 reported 2
Kenneth Kelly (former) Past Chair2018-2023 1 $0 reported 1
Robert James 11 (former) Secretary2020 4 $0 reported 1
Evelyn Small (former) Board Member2019-2020 2 $0 reported 1
Preston Pinkett III (former) Past Chair2013-2018 2 $0 reported 1
Sidney King (former) Board Member2013-2017 2 $0 reported 1
Neill Wright (former) Tresurer2013-2017 4 $0 reported 1
B Doyle Mitchell Jr (former) Immediate Past Chairman2014-2016 5 $0 reported 2
Darius Davis (former) Board Member2013-2014 5 $0 reported 1
B Doyle Mitrchell Jr (former) CHAIRMAN2013 5 $0 reported 1
Roberet P Cooper (former) IMMEDIATE PAST CHAIRMAN2013 5 $0 reported 1
Erbert Johnson (former) BOARD MEMBER2013 5 $0 reported 1
Wilbur Mckesson (former) BOARD MEMBER2013 5 $0 reported 1
Ross Hill (former) BOARD MEMBER2013 5 $0 reported 1
James E Young (former) BOARD MEMBER2013 5 $0 reported 1

People by year

2024 · 15 people listed · 2 paid, $672K · 4 employees · 13 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
NICOLE ELAM PRESIDENT & CEO35 $405,461$117,350$0 $522,8113
MICHELLEDAVIS CHIEF OFER.OFFICER40 $73,424$75,384$0 $148,8081
ROBERT EJAMESII CHAIRMAN1 $0$0$0 $01
CYNTHIA DAY 1ST VICE CHAIR1 $0$0$0 $01
TODD MCDONALD 2ND VICE CHAIR1 $0$0$0 $01
ROBERT COOPER SECRETARY1 $0$0$0 $02
REY GARCIA TREASURER1 $0$0$0 $01
B DOYLE MITCHELL AT LARGE1 $0$0$0 $01
DOMINIK MJARTAN AT LARGE1 $0$0$0 $01
EVELYN FSMALLS AT LARGE1 $0$0$0 $01
PATRICK COOPER AT LARGE1 $0$0$0 $02
TRAVIS KIYOTA AT LARGE1 $0$0$0 $02
DR KASE LAWAL AT LARGE1 $0$0$0 $01
CYNTHIA NEWELL AT LARGE1 $0$0$0 $01
SUCHITRA PADMANABHAN AT LARGE1 $0$0$0 $01
2023 · 12 people listed · 2 paid, $423K · 7 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Nicole Elam President & CEO35 $305,963$66,575$0 $372,5383
Michelle Davis Chief Oper.Officer40 $25,962$24,808$0 $50,7702
Robert E James II Chairman1 $0$0$0 $02
Cynthia Day 1st Vice Chair1 $0$0$0 $01
B Doyle Mitchell Treasurer1 $0$0$0 $01
Robert Cooper Secretary1 $0$0$0 $02
Dominik Mjartan At Large1 $0$0$0 $01
Evelyn F Smalls At Large1 $0$0$0 $02
Kenneth Kelly Past Chair1 $0$0$0 $01
Patrick Cooper At Large1 $0$0$0 $02
Todd McDonald 2nd Vice Chair1 $0$0$0 $01
Travis Kiyota At Large1 $0$0$0 $02
2022 · 12 people listed · 2 paid, $381K · 6 employees · 10 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Nicole Elam President & CEO35 $200,000$65,000$0 $265,0003
Evonne Holiday Chief Adm. Officer40 $116,000$0$0 $116,0001
Robert E James II Chairman1 $0$0$0 $02
Cynthia Day 1st Vice Chair1 $0$0$0 $01
B Doyle Mitchell Treasurer1 $0$0$0 $01
Robert Cooper Secretary1 $0$0$0 $02
Dominik Mjartan At Large1 $0$0$0 $01
Evelyn F Smalls At Large1 $0$0$0 $02
Kenneth Kelly Past Chair1 $0$0$0 $01
Patrick Cooper At Large1 $0$0$0 $02
Todd McDonald 2nd Vice Chair1 $0$0$0 $01
Travis Kiyota At Large1 $0$0$0 $02
2020 · 10 people listed · 2 paid, $177K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kim D Saunders President30 $97,500$0$14,117 $111,6172
Evonne Holliday Chief Admin. Officer40 $65,190$0$0 $65,1901
Kenneth Kelly Chair4 $0$0$0 $01
Cynthia Day Vice Chair4 $0$0$0 $01
Robert James 11 Secretary4 $0$0$0 $01
B Doyle Mitchell Treasurer4 $0$0$0 $01
Evelyn Small Board Member2 $0$0$0 $01
Todd McDonald Board Member2 $0$0$0 $01
Robert Cooper Board Member2 $0$0$0 $02
Patrick Charles Cooper Board Member2 $0$0$0 $02
2019 · 10 people listed · 2 paid, $156K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Kim D Saunders President30 $90,000$0$0 $90,0002
Evonne Holliday Chief Admin Officer30 $58,225$0$8,202 $66,4271
Kenneth Kelly Chair4 $0$0$0 $01
Cynthia Day Vice Chair4 $0$0$0 $01
Robert James II Secretary4 $0$0$0 $02
B Doyle Mitchell Treasurer4 $0$0$0 $01
Patrick Charles Cooper Board Member2 $0$0$0 $02
Evelyn Small Board Member2 $0$0$0 $01
Todd McDonald Board Member2 $0$0$0 $01
Robert Cooper Board Member2 $0$0$0 $02
2018 · 10 people listed · 2 paid, $69K · 1 employee
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Evonne Holliday Chief Admin Officer30 $46,245-$8,036 $54,2811
Kim D Saunders President30 $15,000-- $15,0002
Kenneth Kelly Chair4 $0-- $01
Cynthia Day Vice Chair4 $0-- $01
B Doyle Mitchell Treasurer4 $0-- $01
Preston Pinkett III Past Chair2 $0-- $01
Evelyn Smalls Board Member2 $0-- $02
Robert James II Secretary2 $0-- $02
Todd McDonald Board Member2 $0-- $01
Robert Cooper Board Member2 $0-- $02
2017 · 12 people listed · 2 paid, $202K · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Grant President40 $90,000$0$27,248 $117,2482
Victor Cook Chief Finan40 $65,000$0$19,731 $84,7311
Sidney King Board Member2 $0$0$0 $01
Robert Cooper Board Member2 $0$0$0 $02
Kim Saunders Board Member2 $0$0$0 $02
Todd McDonald Board Member2 $0$0$0 $01
Robert James II Board Member2 $0$0$0 $02
Evelyn Smalls Board Member2 $0$0$0 $02
B Doyle Mitchell Past Chairman2 $0$0$0 $01
Neill Wright Tresurer4 $0$0$0 $01
Cynthia Day Secretay4 $0$0$0 $01
Preston Pinkett III Chairman4 $0$0$0 $01
2016 · 11 people listed · 2 paid, $209K · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Grant President40 $95,483$0$25,970 $121,4532
Victor Cook CFO40 $68,368$0$18,903 $87,2711
Preston Pinkett III Chairman5 $0$0$0 $01
B Doyle Mitchell Jr Immediate Past Chairman5 $0$0$0 $02
Cynthia N Day Secretary5 $0$0$0 $01
Neill W Wright Treasurer5 $0$0$0 $01
Sidney King Board Member5 $0$0$0 $01
Robert P Cooper Board Member5 $0$0$0 $02
Robert James II Board Member5 $0$0$0 $02
Kim D Saunders Board Member5 $0$0$0 $02
Evelyn Smalls Board Member5 $0$0$0 $02
2015 · 11 people listed · 2 paid, $163K · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Grant President40 $94,707$0$0 $94,7072
Victor Cook CFO40 $68,624$0$0 $68,6241
Preston Pinkett III Chairman5 $0$0$0 $01
B Doyle Mitchell Jr Immediate Past Chairman5 $0$0$0 $02
Cynthia N Day Secretary5 $0$0$0 $01
Neill W Wright Treasurer5 $0$0$0 $01
Sidney King Board Member5 $0$0$0 $01
Robert P Cooper Board Member5 $0$0$0 $02
Robert James II Board Member5 $0$0$0 $02
Kim D Saunders Board Member5 $0$0$0 $02
Evelyn Smalls Board Member5 $0$0$0 $02
2014 · 11 people listed · 2 paid, $159K · 2 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Michael Grant President40 $92,000$0$0 $92,0002
Victor Cook CFO40 $67,000$0$0 $67,0001
B Doyle Mitchell Jr Chairman5 $0$0$0 $02
Robert P Cooper Immediate Past Chairman5 $0$0$0 $02
Cynthia N Day Secretary5 $0$0$0 $01
Neill W Wright Treasurer5 $0$0$0 $01
Sidney King Board Member5 $0$0$0 $01
Darius Davis Board Member5 $0$0$0 $01
Preston Pinkett III Board Member5 $0$0$0 $01
Kim D Saunders Board Member5 $0$0$0 $02
Evelyn Smalls Board Member5 $0$0$0 $02
2013 · 14 people listed · 2 paid, $155K · 2 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MICHAEL GRANT PRESIDENT40 $90,000$0$0 $90,0002
VICTOR COOK CFO40 $65,000$0$0 $65,0001
B DOYLE MITRCHELL JR CHAIRMAN5 $0$0$0 $01
ROBERET P COOPER IMMEDIATE PAST CHAIRMAN5 $0$0$0 $01
CYNTHIA N DAY SECRETARY5 $0$0$0 $01
NEILL W WRIGHT TREASURER5 $0$0$0 $01
SIDNEY KING BOARD MEMBER5 $0$0$0 $01
DARIUS DAVIS BOARD MEMBER5 $0$0$0 $01
ERBERT JOHNSON BOARD MEMBER5 $0$0$0 $01
WILBUR MCKESSON BOARD MEMBER5 $0$0$0 $01
ROSS HILL BOARD MEMBER5 $0$0$0 $01
PRESTON PINKETT III BOARD MEMBER5 $0$0$0 $01
KIM D SAUNDERS BOARD MEMBER5 $0$0$0 $02
JAMES E YOUNG BOARD MEMBER5 $0$0$0 $01

Highest-paid independent contractors

2024 · 2 contractors · $817K
NameLocationServicePaid
POOLHOUSE AGENCY LLCRICHMAND, VACONSULTING$636,985
THE WILLIAMS GROUPWASHINGTON, DCLEGISLATIVE AFFAIRS$180,000
2023 · 1 contractor · $180K
NameLocationServicePaid
The Williams GroupWashington, DCLegislative Affairs$180,000
2022 · 3 contractors · $418K
NameLocationServicePaid
The Williams GroupWashington, DCLegislative Affairs$180,000
Semloh StrategiesWashington, DCCommunication Consulting$133,250
Wilson Consulting AssociatesRock Hill, SCConsulting$105,170

State business registration

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

Trademarks

1 US trademark, 0 live.

MarkSerialFiledStatusSource
EQUITY EQ980509882023-06-20AbandonedTRTYRAP, file of 2026-04-03

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

Federal lobbying

Lobbying Disclosure Act reports naming a client or registrant with this organization's name and state. Spent: what lobbying for it cost (firm income plus its own reported expenses). Earned: income it reported as a lobbying firm.

YearSpentEarnedReports
2026$150,0003
2025$200,0004
2024$230,0005
2023$180,0004
2022$180,0004
2021$151,5004
2020$109,0007
2019$150,0008
2018$150,0008
2017$115,00010

Issues: Banking, Taxation/Internal Revenue Code, Financial Institutions/Investments/Securities

Firms hired: THE WILLIAMS GROUP, PINE STREET STRATEGIES

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 ↗
$2,356,113$2,039,247 $5,289,247$4,302,381 $1,379,750$803,831 $478,885413
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$2,165,080$1,445,906 $5,154,341$3,985,515 $1,510,833$606,355 $305,963710
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$4,029,508$1,612,813 $3,829,247$3,266,341 $3,640,142$327,624 $200,000610
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$627,511$406,412 $841,485$17,424 $532,061$95,000 $162,6901-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$524,471$495,297 $327,860-$203,675 $396,208$123,651 $90,0001-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$391,858$433,379 $346,774-$232,849 $340,232$42,255 $46,2451-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$640,849$646,797 $329,131-$215,738 $591,929$34,900 $155,00020
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$585,986$497,907 $222,758-$209,790 $513,314$51,650 $168,9612-
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$590,567$504,973 $261,712-$297,869 $502,934$57,400 $163,3312-
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$488,149$511,177 $238,573-$383,463 $182,133$192,210 $02-
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$547,530$625,448 $259,763-$360,435 $171,579$243,437 $155,00020

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.

Funders of this organization

2 grantors reported grants to this organization, $35,000 in all, tax years 2016 to 2023. 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
BANK POLICY INSTITUTE Public charity Exact 2023 1$25,000 2023$25,000
show
NATIONAL ASSOCIATION OF BROADCASTERS Public charity Exact 2016 1$10,000 2016$10,000
show

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SOUTH FLORIDA VETERANS AFFAIRS FOUNDATION FOR RESEARCH & EDUCATONFLW60 $3,094,619$2,138,404 Executive Director$183,723 Same NTEE code W60, revenue within 2x
PACIFIC PENSION & INVESTMENT INSTITUTECAW60 $4,008,627$3,609,952 PRESIDENT$629,213 Same NTEE code W60, revenue within 2x
MELMAC EDUCATION FOUNDATIONMEW60 $4,316,099$2,326,118 EXECUTIVE DIRECTOR$191,361 Same NTEE code W60, revenue within 2x
THIRD PARTY PAYMENT PROCESSORS ASSOCIATION LLCDCW60 $545,607$516,295 PRESIDENT$169,200 Same NTEE code W60, revenue within 5x, same state
AMERICAN ASSOCIATION OF INDIVIDUAL INVESTORSILW60 $5,894,187$5,777,543 PRESIDENT$207,443 Same NTEE code W60, revenue within 5x
DELAWARE FINANCIAL EDUCATION ALLIANDEW60 $685,429$596,498 FORMER PRESIDENT, CEO & TREASURER$348,616 Same NTEE code W60, revenue within 5x
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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
THE CHICAGO COMMUNITY TRUST DAF sponsor$60,000,0002 12019–2023 CAPITAL IMPACT PARTNERS
KATTOM FOUNDATION Private foundation$44,478,0367 12016–2024 BENEFICIAL STATE FOUNDATION
TIDES FOUNDATION DAF sponsor$27,506,96612 32018–2024 OPPORTUNITY FINANCE NETWORK; BENEFICIAL STATE FOUNDATION; NATIONAL COALITION ON BLACK CIVIC PARTICIPATION INC
NATIONAL PHILANTHROPIC TR DAF sponsor$25,623,0006 42021–2024 OPPORTUNITY FINANCE NETWORK; NATIONAL COALITION ON BLACK CIVIC PARTICIPATION INC; FRIENDS OF THE PUBLIC BANK EAST BAY; STABLE HOME FUND
FORD FOUNDATION Private foundation$14,770,68853 52009–2024 CAPITAL IMPACT PARTNERS; NATIONAL PUBLIC EDUCATION SUPPORT FUND; FILENE RESEARCH INSTITUTE INC; OPPORTUNITY FINANCE NETWORK and 1 more
W K KELLOGG FOUNDATION Private foundation$14,253,78142 52009–2024 CAPITAL IMPACT PARTNERS; OPPORTUNITY FINANCE NETWORK; NATIONAL PUBLIC EDUCATION SUPPORT FUND; NATIONAL COALITION ON BLACK CIVIC PARTICIPATION INC and 1 more
JAMES IRVINE FOUNDATION Private foundation$13,382,50013 32018–2024 COLLEGE FUTURES FOUNDATION; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION; FRIENDS OF THE PUBLIC BANK EAST BAY
CITI FOUNDATION Private foundation$11,000,0006 42020–2023 OPPORTUNITY FINANCE NETWORK; CAPITAL IMPACT PARTNERS; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION; TRUE ACCESS CAPITAL CORPORATION
AMERICAN ONLINE GIVING FOUNDATION INC DAF sponsor$10,640,62516 42019–2025 OPPORTUNITY FINANCE NETWORK; HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO; NATIONAL COALITION ON BLACK CIVIC PARTICIPATION INC; NCTA EDUCATION FOUNDATION INC
JPMORGAN CHASE FOUNDATION Private foundation$10,552,53947 92010–2025 CAPITAL IMPACT PARTNERS; TRUE ACCESS CAPITAL CORPORATION; OPPORTUNITY FINANCE NETWORK; UTAH MICROENTERPRISE LOAN FUND and 5 more
WILLIAM & FLORA HEWLETT FOUNDATION Private foundation$10,039,70060 42010–2024 NATIONAL PUBLIC EDUCATION SUPPORT FUND; CONGRESSIONAL MANAGEMENT FOUNDATION; CENTER FOR THE NATIONAL INTEREST INC; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION
JEWISH COMMUNITY FEDERATION OF S F MARIN PENINSULA & SONOMA COUNTIES DAF sponsor$8,968,25617 12009–2024 HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO
F B HERON FOUNDATION Private foundation$7,100,0005 22020–2022 CAPITAL IMPACT PARTNERS; FRESNO COMMUNITY DEVELOPMENT FINANCIAL INSTITUTION
FIDELITY INVESTMENTS CHARITABLE GIFT FUND DAF sponsor$6,508,36429 82016–2024 OPPORTUNITY FINANCE NETWORK; HEBREW FREE LOAN ASSOCIATION OF SAN FRANCISCO; HEBREW FREE LOAN ASSOCIATION OF DISTRICT OF COLUMBIA; NATIONAL COALITION ON BLACK CIVIC PARTICIPATION INC and 4 more
ROBERT WOOD JOHNSON FOUNDATION Private foundation$3,445,64621 42011–2024 CAPITAL IMPACT PARTNERS; OPPORTUNITY FINANCE NETWORK; CONGRESSIONAL MANAGEMENT FOUNDATION; NATIONAL PUBLIC EDUCATION SUPPORT FUND

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 · $2,039,247 spent · pay $684,186 · grants $0 · events $275,697
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $860,007$842,037$17,970- 42.2%
Pay: officers, directors, trustees, key employees $478,885$234,876$244,009- 23.5%
Conferences, conventions and meetings $275,697$275,697-- 13.5%
Other salaries and wages $114,238$56,030$58,208- 5.6%
Other employee benefits $55,827$27,381$28,446- 2.7%
Fees: accounting $41,280$40,417$863- 2.0%
Payroll taxes $35,236$17,282$17,954- 1.7%
Office expenses $35,087-$35,087- 1.7%
Travel $33,651$33,651-- 1.7%
Other (as described)BOARD EXPENSES $32,013-$32,013- 1.6%
Other (as described)REASEARCH AND IMPACT $27,921-$27,921- 1.4%
Other (as described)REAL ESTATE TAXES $16,587-$16,587- 0.8%
Interest $14,611-$14,611- 0.7%
Occupancy $10,622-$10,622- 0.5%
Depreciation and depletion $7,585-$7,585- 0.4%
Total$2,039,247100%

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2023 · Form 990 · $1,445,906 spent · pay $622,206 · grants $0 · events $141,200
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $432,058$424,418$7,640- 29.9%
Pay: officers, directors, trustees, key employees $305,963$183,578$122,385- 21.2%
Other salaries and wages $236,387$120,213$116,174- 16.3%
Office expenses $147,115-$147,115- 10.2%
Conferences, conventions and meetings $141,200$141,200-- 9.8%
Travel $53,485$53,485-- 3.7%
Other employee benefits $47,715$35,945$11,770- 3.3%
Payroll taxes $32,141$26,475$5,666- 2.2%
Fees: accounting $31,680-$31,680- 2.2%
Interest $16,410-$16,410- 1.1%
Fees: legal $1,752-$1,752- 0.1%
Total$1,445,906100%

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2022 · Form 990 · $1,612,813 spent · pay $748,244 · grants $0 · events $156,896
LineAs describedTotalProgramManagementFundraisingShare
Fees: other services $509,709$472,950$36,759- 31.6%
Other salaries and wages $483,372$382,711$100,661- 30.0%
Pay: officers, directors, trustees, key employees $200,000$120,000$80,000- 12.4%
Conferences, conventions and meetings $156,896$156,896-- 9.7%
Occupancy $64,856-$64,856- 4.0%
Office expenses $61,272-$61,272- 3.8%
Payroll taxes $37,587$30,962$6,625- 2.3%
Other employee benefits $27,285$20,555$6,730- 1.7%
Travel $19,617$14,118$5,499- 1.2%
Fees: legal $17,410-$17,410- 1.1%
Fees: accounting $15,000-$15,000- 0.9%
Insurance $7,691-$7,691- 0.5%
Depreciation and depletion $7,585-$7,585- 0.5%
Other (as described)Repairs $4,269-$4,269- 0.3%
Interest $264-$264- 0.0%
Total$1,612,813100%

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2020 · Form 990 · $406,412 spent · pay $176,807 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $162,690$97,500$65,190- 40.0%
Fees: lobbying $132,000$132,000-- 32.5%
Occupancy $22,914-$22,914- 5.6%
Information technology $15,158$15,158-- 3.7%
Office expenses $15,096-$15,096- 3.7%
Payroll taxes $8,940-$8,940- 2.2%
Other (as described)Communications $8,859$5,500$3,359- 2.2%
Depreciation and depletion $7,585-$7,585- 1.9%
Fees: management $5,491$5,491-- 1.4%
Pension plan contributions $4,114-$4,114- 1.0%
Other (as described)Equipment Rental $4,070-$4,070- 1.0%
Fees: accounting $4,000-$4,000- 1.0%
Other (as described)Subscriptions $3,782$3,782-- 0.9%
Insurance $3,701-$3,701- 0.9%
All other expenses $3,500$0$3,500$0 0.9%
Other (as described)Office Supplies $1,936$1,036$900- 0.5%
Travel $1,513$1,513-- 0.4%
Other employee benefits $1,063-$1,063- 0.3%
Total$406,412100%

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2019 · Form 990 · $495,297 spent · pay $161,809 · grants $0 · events $143,590
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $143,590$143,590-- 29.0%
Pay: officers, directors, trustees, key employees $90,000$65,000$25,000- 18.2%
Fees: lobbying $84,000$84,000-- 17.0%
Other salaries and wages $58,225$38,225$20,000- 11.8%
Office expenses $18,051$14,388$3,663- 3.6%
Occupancy $16,776$11,227$5,549- 3.4%
All other expenses $10,459$2,891$7,568$0 2.1%
Pension plan contributions $8,202$5,413$2,789- 1.7%
Other (as described)Telephone $8,179$5,134$3,045- 1.7%
Insurance $8,176$5,145$3,031- 1.7%
Depreciation and depletion $7,585-$7,585- 1.5%
Interest $7,336-$7,366- 1.5%
Travel $7,176$7,176-- 1.4%
Fees: management $6,892$6,892-- 1.4%
Payroll taxes $5,382$3,552$1,830- 1.1%
Other (as described)Equipment rental $5,207-$5,207- 1.1%
Fees: accounting $3,700$0$3,700- 0.7%
Other (as described)Office supplies $3,502$3,502-- 0.7%
Other (as described)Repairs $2,859-$2,859- 0.6%
Total$495,297100%

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2018 · Form 990 · $433,379 spent · pay $56,741 · grants $0 · events $116,541
LineAs describedTotalProgramManagementFundraisingShare
Fees: lobbying $147,000$147,000-- 33.9%
Conferences, conventions and meetings $116,541$116,541-- 26.9%
Pay: officers, directors, trustees, key employees $46,245$39,771$6,474- 10.7%
All other expenses $23,982$0$23,982$0 5.5%
Fees: management $23,700$20,382$3,318- 5.5%
Interest $12,591$0$12,591- 2.9%
Other (as described)Telephone $10,075$3,751$6,324- 2.3%
Office expenses $9,714$8,354$1,360- 2.2%
Depreciation and depletion $7,585-$7,585- 1.8%
Insurance $7,243$1,014$6,229- 1.7%
Other (as described)Equipment rental $5,936-$5,936- 1.4%
Other (as described)Repairs $4,397-$4,397- 1.0%
Payroll taxes $4,228$3,636$592- 1.0%
Other employee benefits $3,808$3,275$533- 0.9%
Other (as described)Office supplies $3,073$3,073$0- 0.7%
Advertising and promotion $3,051$3,051-- 0.7%
Pension plan contributions $2,460$2,116$344- 0.6%
Fees: accounting $1,750-$1,750- 0.4%
Total$433,379100%

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2017 · Form 990 · $646,797 spent · pay $215,180 · grants $0 · events $222,292
LineAs describedTotalProgramManagementFundraisingShare
Conferences, conventions and meetings $222,292$222,292-- 34.4%
Pay: officers, directors, trustees, key employees $155,000$108,500$46,500- 24.0%
Fees: lobbying $48,900$48,900-- 7.6%
Other employee benefits $30,918$21,642$9,276- 4.8%
All other expenses $29,744$1,528$28,216$0 4.6%
Interest $25,647-$25,647- 4.0%
Occupancy $21,371$12,823$8,548- 3.3%
Office expenses $18,447$6,695$11,752- 2.9%
Pension plan contributions $16,061$9,651$6,410- 2.5%
Travel $15,716$12,573$3,143- 2.4%
Payroll taxes $13,201$9,241$3,960- 2.0%
Other (as described)Telephone $11,676$4,670$7,006- 1.8%
Depreciation and depletion $7,798-$7,798- 1.2%
Information technology $6,305-$6,305- 1.0%
Insurance $5,796-$5,796- 0.9%
Other (as described)Subscriptions $4,278$4,278-- 0.7%
Advertising and promotion $4,200-$4,200- 0.6%
Other (as described)Advertistment $4,200-$4,200- 0.6%
Other (as described)Printing $3,497-$3,497- 0.5%
Fees: accounting $1,750-$1,750- 0.3%
Total$646,797100%

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2016 · Form 990 · $497,907 spent · pay $227,713 · grants $0 · events $111,225
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $168,961$118,461$50,500- 33.9%
Conferences, conventions and meetings $111,225$111,225-- 22.3%
Other employee benefits $31,359$18,844$12,515- 6.3%
Interest $28,866-$28,866- 5.8%
Travel $27,701$23,828$3,873- 5.6%
Advertising and promotion $20,000$20,000-- 4.0%
Payroll taxes $13,878$8,340$5,538- 2.8%
Pension plan contributions $13,515$8,121$5,394- 2.7%
All other expenses $11,043$11,043-- 2.2%
Other (as described)Telephone $9,942$6,600$3,342- 2.0%
Office expenses $9,644$3,500$6,144- 1.9%
Information technology $8,658$5,600$3,058- 1.7%
Depreciation and depletion $7,798-$7,798- 1.6%
Fees: other services $7,600$7,600-- 1.5%
Other (as described)Printing and Publications $7,473$7,473-- 1.5%
Occupancy $7,470-$7,470- 1.5%
Insurance $6,930$1,500$5,430- 1.4%
Fees: accounting $3,500-$3,500- 0.7%
Other (as described)Office Supplies $2,344$1,500$844- 0.5%
Total$497,907100%

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2015 · Form 990 · $504,973 spent · pay $206,992 · grants $0 · events $115,167
LineAs describedTotalProgramManagementFundraisingShare
Pay: officers, directors, trustees, key employees $163,331$94,707$68,624- 32.3%
Conferences, conventions and meetings $115,167$115,167-- 22.8%
Occupancy $66,474$38,555$27,919- 13.2%
Other employee benefits $29,906$17,295$12,611- 5.9%
Fees: other services $21,600$1,300$20,300- 4.3%
Travel $18,311$13,174$5,137- 3.6%
Advertising and promotion $17,250$17,250-- 3.4%
Payroll taxes $13,755$7,976$5,779- 2.7%
Office expenses $12,984$7,531$5,453- 2.6%
All other expenses $12,014-$12,014- 2.4%
Other (as described)Telephone $8,518$4,941$3,577- 1.7%
Depreciation and depletion $7,798-$7,798- 1.5%
Insurance $6,353-$6,353- 1.3%
Interest $4,295-$4,295- 0.9%
Other (as described)Printing and Publications $3,748$3,748-- 0.7%
Other (as described)Office Supplies $3,469$2,012$1,457- 0.7%
Total$504,973100%

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2014 · Form 990 · $511,177 spent · pay $208,879 · grants $0 · events $144,388
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $159,000$95,400$63,600- 31.1%
Conferences, conventions and meetings $144,388$144,388-- 28.2%
Occupancy $54,190$32,561$21,629- 10.6%
Office expenses $42,650$25,590$17,060- 8.3%
Other employee benefits $27,607$16,564$11,043- 5.4%
Fees: accounting $14,000-$14,000- 2.7%
Payroll taxes $13,543$8,126$5,417- 2.6%
Other (as described)Telephone $9,011$5,407$3,604- 1.8%
Pension plan contributions $8,729$5,237$3,492- 1.7%
Interest $7,665-$7,665- 1.5%
Depreciation and depletion $7,296$4,378$2,918- 1.4%
Other (as described)Bad debt expense $7,260-$7,260- 1.4%
Insurance $5,563$3,338$2,225- 1.1%
Travel $5,114$3,068$2,046- 1.0%
Other (as described)Office Supplies $3,286$1,972$1,314- 0.6%
Other (as described)Printing and Publications $1,875$394$1,481- 0.4%
Total$511,177100%

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2013 · Form 990 · $625,448 spent · pay $322,707 · grants $1,000 · events $126,585
LineAs describedTotalProgramManagementFundraisingShare
Other salaries and wages $199,541$119,725$79,816- 31.9%
Conferences, conventions and meetings $126,585$126,585-- 20.2%
Other employee benefits $96,719$58,031$38,688- 15.5%
Occupancy $47,516$27,063$20,453- 7.6%
Office expenses $43,293$25,976$17,317- 6.9%
Other (as described)BAD DEBT EXPENSE $29,631-$29,631- 4.7%
Other (as described)OTHER EXPENSES $20,452$14,819$5,633- 3.3%
Payroll taxes $17,943$10,766$7,177- 2.9%
Pension plan contributions $8,504$5,102$3,402- 1.4%
Depreciation and depletion $7,959$4,551$3,408- 1.3%
Travel $7,730$4,638$3,092- 1.2%
Fees: other services $6,498$4,308$2,190- 1.0%
Other (as described)PRINT AND PUBLICATIONS $5,557$1,141$4,416- 0.9%
Insurance $2,770$1,662$1,108- 0.4%
Fees: professional fundraisers $2,000--$2,000 0.3%
Fees: accounting $1,750-$1,750- 0.3%
Grants to US organizations and governments $1,000$1,000-- 0.2%
Total$625,448100%

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