CALVERT IMPACT CAPITAL INC DAF sponsor
Cite this
Plain text CALVERT IMPACT CAPITAL INC. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/calvert-impact-capital-inc-521591398. Retrieved 2026-11-02.
APA furp.org. (n.d.). CALVERT IMPACT CAPITAL INC [Nonprofit organization profile; tax years 2010–2024]. Retrieved November 2, 2026, from https://furp.org/org/calvert-impact-capital-inc-521591398
MLA “CALVERT IMPACT CAPITAL INC.” furp.org, tax years 2010–2024, https://furp.org/org/calvert-impact-capital-inc-521591398. Accessed 2 Nov. 2026.
Retrieved 2026-11-02; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $39.5M · expenses $30.8M · assets $737.7M
- EIN
- 52-1591398
- Address
- 7550 WISCONSIN AVENUE 8TH FLOOR, BETHESDA, MD 20814-3559
- Website
- WWW.CALVERTIMPACT.ORG
- NTEE code
- S300
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (corporation)
- Ruling date
- June 1989 (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))
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2016). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
CALVERT IMPACT CAPITAL, INC. WORKS FOR THE BENEFIT OF UNDERSERVED COMMUNITIES AND INDIVIDUALS AND TO ACHIEVE A MORE EQUITABLE AND SUSTAINABLE WORLD BY MAXIMIZING THE FLOW OF CAPITAL IN FURTHERANCE OF SUCH GOALS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
31 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 |
|---|---|---|---|---|---|
| Jennifer Pryce | PRESIDENT & CEO | 2013-2024 | $721,131 | $4,681,409 | 5 |
| Derek Strocher | CHIEF FINANCIAL OFFICER | 2014-2024 | $520,232 | $3,624,248 | 5 |
| Catherine Godschalk | VP, LENDING | 2012-2024 | $405,266 | $2,950,708 | 1 |
| Justin Conway | SECRETARY, PRESIDENT OF CIP | 2014-2024 | $427,809 | $2,753,085 | 3 |
| Lauri Michel | VP, RISK MANAGEMENT | 2013-2024 | $390,163 | $2,724,286 | 1 |
| Emmeline Liu | GENERAL COUNSEL | 2018-2024 | $394,101 | $1,969,281 | 3 |
| Ann Dobbyn | VP, CONTROLLER | 2016-2024 | $263,980 | $957,201 | 1 |
| Elizabeth Bafford | VP, SYNDICATIONS & STRATEGY | 2016-2024 | $495,597 | $635,866 | 2 |
| Elizebeth Bafford (former) | VP, SYNDICATIONS & STRATEGY | 2018-2023 | $357,210 | $1,586,204 | 1 |
| Humphrey Mensah (former) | DEPUTY CFO THRU 8/2015 | 2010-2015 | $155,784 | $920,398 | 1 |
| Lisa Hall (former) | PRESIDENT & CEO THRU 9/2013 | 2010-2013 | $242,878 | $885,185 | 3 |
| Lucas Pappas (former) | DIRECTOR OF INVESTMENTS | 2021-2023 | $234,280 | $656,489 | 1 |
| Jesse Chancellor (former) | PRESIDENT OF CIP THRU 10/2012 | 2010-2012 | $241,189 | $579,026 | 1 |
| Charles P Hollands (former) | CFO & SR. VICE PRESIDENT THRU 2/2012 | 2010-2012 | $44,405 | $429,096 | 1 |
| David Kyle (former) | CHIEF OPERATING OFFICER | 2012-2013 | $230,320 | $422,687 | 1 |
| Kathy Rock (former) | CFO & CRO THRU 10/2013 | 2012-2013 | $190,702 | $330,787 | 1 |
| James A Richardson (former) | EXEC. DIR. OF NRFC THRU 10/2011 | 2010-2011 | $132,793 | $303,976 | 1 |
| Margot Kane (former) | VICE PRESIDENT, STRATEGY | 2014-2015 | $134,987 | $272,996 | 1 |
| Shari Berenbach (former) | DIRECTOR FROM 6/2012 | 2010-2012 | $0 | $203,792 | 1 |
| Lorraine Gordon (former) | VP, HUMAN RESOURCES | 2013 | $165,549 | $165,549 | 1 |
| Angela Atherton (former) | VP, RISK | 2013 | $153,862 | $153,862 | 1 |
| Sheila Saxton (former) | DIRECTOR, PORTFOLIO ADMINISTRATION | 2016 | $134,136 | $134,136 | 1 |
| Art Stevens (former) | VP, SALES AND MARKETING | 2010 | $132,116 | $132,116 | 1 |
| Jenifer Pryce (former) | DIRECTOR OF STRATEGIC INITIATIVE | 2012 | $129,343 | $129,343 | 1 |
| Eliza Erikson (former) | INT'L PORT. MGR. THRU 9/10; INTERIM CLO | 2010 | $129,310 | $129,310 | 1 |
| John Ducey (former) | VICE PRESIDENT OF CIP THRU 11/2012 | 2012 | $123,757 | $123,757 | 1 |
| Jenny Dong (former) | ACCOUNTING MANAGER | 2016 | $123,173 | $123,173 | 1 |
| Lori Scott (former) | VP, CIP | 2010 | $121,952 | $121,952 | 1 |
| Xinewei Dong (former) | DIRECTOR OF ACCOUNTING AND FINANCE | 2015 | $113,467 | $113,467 | 1 |
| Andrew Schlak (former) | DIRECTOR, INVESTMENTS | 2015 | $111,564 | $111,564 | 1 |
| Michelle Hallman (former) | DIRECTOR, COMPLIANCE | 2013 | $102,014 | $102,014 | 1 |
Officers and directors, no compensation reported
37 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 |
|---|---|---|---|---|---|
| Meesha Brown | DIRECTOR (OUTGOING 2024) | 2020-2024 | 1 | $0 reported | 2 |
| Jennifer Isern | CHAIR | 2020-2024 | 1 | $0 reported | 3 |
| Aron Betru | DIRECTOR | 2016-2024 | 1 | $0 reported | 2 |
| Ruma Bose | DIRECTOR | 2018-2024 | 1 | $0 reported | 1 |
| Deborah Burand | DIRECTOR | 2021-2024 | 1 | $0 reported | 2 |
| Deena Burjorjee | DIRECTOR | 2022-2024 | 1 | $0 reported | 1 |
| Mario Espinosa | DIRECTOR | 2018-2024 | 1 | $0 reported | 2 |
| Phil Kirshman | DIRECTOR/GOVERNANCE & PENSION COMMITTEE CHAIR | 2016-2024 | 1 | $0 reported | 4 |
| Lynn Nguyen | DIRECTOR (OUTGOING 2024) | 2022-2024 | 1 | $0 reported | 1 |
| Scott Page | DIRECTOR | 2018-2024 | 1 | $0 reported | 1 |
| Decker Rolph | DIRECTOR/COMPENSATION COMMITTEE CHAIR | 2016-2024 | 1 | $0 reported | 2 |
| Kathy Stearns | DIRECTOR/CREDIT COMMITTEE CHAIR | 2010-2024 | 1 | $0 reported | 2 |
| Lisa Buhain Winslow | DIRECTOR/RISK COMMITTEE CHAIR (INCOMING 2024) | 2024 | 1 | $0 reported | 1 |
| Fern Thomas | DIRECTOR/AUDIT & FINANCE COMMITTEE CHAIR | 2021-2024 | 1 | $0 reported | 2 |
| Jaime Yordan (former) | DIRECTOR & PENSION COMMITTEE CHAIR | 2016-2022 | 1 | $0 reported | 2 |
| Frederick Harvey (former) | CHAIRMAN | 2012-2022 | 1 | $0 reported | 1 |
| John Streur (former) | DIRECTOR & AUDIT AND FINANCE COMMITTEE CHAIR | 2015-2022 | 1 | $0 reported | 1 |
| Terrance J Mollner (former) | DIRECTOR (TO 6/2021) | 2010-2021 | 1 | $0 reported | 1 |
| Kim Johnson (former) | DIRECTOR & PORTFOLIO AND RISK COMMITTEE CHAIR (TO | 2016-2020 | 1 | $0 reported | 1 |
| D Wayne Silby (former) | DIRECTOR | 2011-2019 | 1 | $0 reported | 1 |
| John G Guffey Jr (former) | DIRECTOR | 2010-2018 | 1 | $0 reported | 1 |
| Shari Berenback (former) | DIRECTOR THRU 2/2016 | 2013-2016 | 1 | $0 reported | 1 |
| Mary Houghton (former) | DIRECTOR THRU 12/2016 | 2010-2016 | 1 | $0 reported | 1 |
| Margaret Clark (former) | DIRECTOR | 2010-2015 | 1 | $0 reported | 2 |
| Josh Mailman (former) | DIRECTOR | 2013-2015 | 1 | $0 reported | 1 |
| Barbara J Krumsiek (former) | DIRECTOR | 2010-2014 | 1 | $0 reported | 1 |
| Greg Ratliff (former) | DIRECTOR | 2012-2014 | 1 | $0 reported | 1 |
| Ira Lieberman (former) | DIRECTOR & COMPENSATION COMMITTEE CHAIR | 2010-2014 | 1 | $0 reported | 1 |
| Carol Atwood (former) | DIRECTOR & CORPORATE DEVELOPMENT AND CAPITAL ADEQU | 2010-2014 | 1 | $0 reported | 1 |
| Ronald Wolfsheimer (former) | DIRECTOR THRU 8/2014 | 2013-2014 | 1 | $0 reported | 1 |
| Viki Betancourt (former) | DIRECTOR THRU 9/2012 | 2011-2012 | 1 | $0 reported | 1 |
| Seth Goldman (former) | DIRECTOR THRU 12/2012 | 2010-2012 | 1 | $0 reported | 1 |
| Reggie Stanley (former) | DIRECTOR THRU 6/2012 | 2010-2012 | 1 | $0 reported | 1 |
| Frederick J Harvey Iii (former) | DIRECTOR | 2010-2011 | 1 | $0 reported | 1 |
| Timothy Freundlich (former) | SR. VP GIVING FUND | 2010 | 45 | $0 reported | 3 |
| D Wayne Sibly (former) | CO-CHAIR; FIN COMM CHAIR | 2010 | 1 | $0 reported | 1 |
| Elizabeth Glenshaw (former) | SR. VP CI MARKETS | 2010 | 45 | $0 reported | 1 |
People by year
2024 · 22 people listed · 8 paid, $3.6M · 0 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 20 | $664,155 | $0 | $56,976 | $721,131 | 5 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER | 20 | $463,256 | $0 | $56,976 | $520,232 | 5 |
| ELIZABETH BAFFORD | VP, SYNDICATIONS & STRATEGY | 40 | $438,621 | $0 | $56,976 | $495,597 | 2 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $370,833 | $0 | $56,976 | $427,809 | 3 |
| CATHERINE GODSCHALK | VP, LENDING | 40 | $348,290 | $0 | $56,976 | $405,266 | 1 |
| EMMELINE LIU | GENERAL COUNSEL | 40 | $337,125 | $0 | $56,976 | $394,101 | 3 |
| LAURI MICHEL | VP, RISK MANAGEMENT | 40 | $334,757 | $0 | $55,406 | $390,163 | 1 |
| ANN DOBBYN | VP, CONTROLLER | 40 | $225,900 | $0 | $38,080 | $263,980 | 1 |
| DR JENNIFER ISERN | CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| ARON BETRU | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RUMA BOSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MEESHA BROWN | DIRECTOR (OUTGOING 2024) | 1 | $0 | $0 | $0 | $0 | 2 |
| DEBORAH BURAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DEENA BURJORJEE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIO ESPINOSA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PHIL KIRSHMAN | DIRECTOR/GOVERNANCE & PENSION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| LYNN NGUYEN | DIRECTOR (OUTGOING 2024) | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PAGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DECKER ROLPH | DIRECTOR/COMPENSATION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHY STEARNS | DIRECTOR/CREDIT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| LISA BUHAIN WINSLOW | DIRECTOR/RISK COMMITTEE CHAIR (INCOMING 2024) | 1 | $0 | $0 | $0 | $0 | 1 |
| FERN THOMAS | DIRECTOR/AUDIT & FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 21 people listed · 8 paid, $3.1M · 46 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 40 | $548,696 | $0 | $56,833 | $605,529 | 5 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER | 40 | $445,240 | $0 | $52,232 | $497,472 | 5 |
| CATHERINE GODSCHALK | VP, LENDING | 40 | $314,771 | $0 | $55,230 | $370,001 | 1 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $332,181 | $0 | $26,899 | $359,080 | 3 |
| ELIZEBETH BAFFORD | VP, SYNDICATIONS & STRATEGY | 40 | $312,689 | $0 | $44,521 | $357,210 | 1 |
| LAURI MICHEL | VP RISK MANAGEMENT | 40 | $296,292 | $0 | $34,742 | $331,034 | 1 |
| EMMELINE LIU | GENERAL COUNSEL | 40 | $287,055 | $0 | $39,659 | $326,714 | 3 |
| LUCAS PAPPAS | DIRECTOR OF INVESTMENTS | 40 | $214,958 | $0 | $19,322 | $234,280 | 1 |
| DR JENNIFER ISERN | CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| ARON BETRU | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RUMA BOSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MEESHA BROWN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DEBORAH BURAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DEENA BURJORJEE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIO ESPINOSA | DIRECTOR/RISK COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| PHIL KIRSHMAN | DIRECTOR/GOVERNANCE & PENSION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| LYNN NGUYEN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PAGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DECKER ROLPH | DIRECTOR/COMPENSATION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHY STEARNS | DIRECTOR/CREDIT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| FERN THOMAS | DIRECTOR/AUDIT & FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 24 people listed · 8 paid, $2.8M · 44 employees · 16 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 40 | $505,167 | $0 | $33,942 | $539,109 | 5 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER | 40 | $417,578 | $0 | $33,145 | $450,723 | 5 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $311,899 | $0 | $24,313 | $336,212 | 3 |
| CATHERINE GODSCHALK | VP, LENDING | 40 | $294,495 | $0 | $21,202 | $315,697 | 1 |
| ELIZEBETH BAFFORD | VP, SYNDICATIONS & STRATEGY | 40 | $279,013 | $0 | $23,979 | $302,992 | 1 |
| LAURI MICHEL | VP RISK MANAGEMENT | 40 | $272,479 | $0 | $27,681 | $300,160 | 1 |
| EMMELINE LIU | GENERAL COUNSEL | 40 | $267,399 | $0 | $31,894 | $299,293 | 3 |
| LUCAS PAPPAS | DIRECTOR OF INVESTMENTS | 40 | $199,291 | $0 | $12,159 | $211,450 | 1 |
| FREDERICK HARVEY | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| ARON BETRU | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RUMA BOSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MEESHA BROWN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DEBORAH BURAND | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DEENA BURJORJEE | DIRECTOR (FROM 9/2022) | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIO ESPINOSA | DIRECTOR & RISK COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR JENNIFER ISERN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| PHIL KIRSHMAN | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| LYNN NGUYEN | DIRECTOR (FROM 1/2022) | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PAGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DECKER ROLPH | DIRECTOR & COMPENSATION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN STREUR | DIRECTOR & AUDIT AND FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY STEARNS | DIRECTOR & CREDIT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| FERN THOMAS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JAIME YORDAN | DIRECTOR & PENSION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 23 people listed · 8 paid, $2.7M · 43 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 40 | $483,884 | $0 | $38,957 | $522,841 | 5 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER | 40 | $406,653 | $0 | $35,317 | $441,970 | 5 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $302,889 | $0 | $23,628 | $326,517 | 3 |
| CATHERINE GODSCHALK | VP, LENDING | 40 | $285,486 | $0 | $37,073 | $322,559 | 1 |
| LAURI MICHEL | VP RISK MANAGEMENT | 40 | $256,632 | $0 | $38,233 | $294,865 | 1 |
| ELIZEBETH BAFFORD | VP, SYNDICATIONS & STRATEGY | 40 | $262,165 | $0 | $25,865 | $288,030 | 1 |
| EMMELINE LIU | GENERAL COUNSEL | 40 | $251,604 | $0 | $31,596 | $283,200 | 3 |
| LUCAS PAPPAS | DIRECTOR OF INVESTMENTS | 40 | $195,098 | $0 | $15,661 | $210,759 | 1 |
| FREDERICK HARVEY | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| ARON BETRU | DIRECTOR & PORTFOLIO AND RISK COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| RUMA BOSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MEESHA BROWN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DEBORAH BURAND | DIRECTOR FROM (6/2021) | 1 | $0 | $0 | $0 | $0 | 2 |
| MARIO ESPINOSA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR JENNIFER ISERN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| PHIL KIRSHMAN | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| TERRANCE J MOLLNER | DIRECTOR (TO 6/2021) | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PAGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| DECKER ROLPH | DIRECTOR & COMPENSATION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN STREUR | DIRECTOR & AUDIT AND FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY STEARNS | DIRECTOR & CREDIT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| FERN THOMAS | DIRECTOR FROM (9/2021) | 1 | $0 | $0 | $0 | $0 | 2 |
| JAIME YORDAN | DIRECTOR & PENSION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 22 people listed · 8 paid, $2.5M · 43 employees · 15 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 40 | $456,470 | $0 | $28,842 | $485,312 | 5 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER | 40 | $384,601 | $0 | $28,134 | $412,735 | 5 |
| CATHERINE GODSCHALK | VP, LENDING | 40 | $269,940 | $0 | $31,242 | $301,182 | 1 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $277,389 | $0 | $16,164 | $293,553 | 3 |
| LAURI MICHEL | VP RISK MANAGEMENT | 40 | $234,156 | $0 | $36,424 | $270,580 | 1 |
| EMMELINE LIU | GENERAL COUNSEL | 40 | $232,297 | $0 | $26,751 | $259,048 | 3 |
| ELIZEBETH BAFFORD | VP, SYNDICATIONS & STRATEGY | 40 | $223,735 | $0 | $32,096 | $255,831 | 1 |
| ANN DOBBYN | VP, CONTROLLER | 40 | $176,199 | $0 | $29,280 | $205,479 | 1 |
| FREDERICK HARVEY | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| ARON BETRU | DIRECTOR & PORTFOLIO AND RISK COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| RUMA BOSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MEESHA BROWN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARIO ESPINOSA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR JENNIFER ISERN | DIRECTOR FROM (9/2020) | 1 | $0 | $0 | $0 | $0 | 3 |
| KIM JOHNSON | DIRECTOR & PORTFOLIO AND RISK COMMITTEE CHAIR (TO | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PAGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN STREUR | DIRECTOR & AUDIT AND FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| PHIL KIRSHMAN | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| DECKER ROLPH | DIRECTOR & COMPENSATION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHY STEARNS | DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| JAIME YORDAN | DIRECTOR & PENSION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 21 people listed · 8 paid, $2.2M · 45 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 40 | $407,900 | $0 | $28,164 | $436,064 | 5 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER | 40 | $352,652 | $0 | $22,624 | $375,276 | 5 |
| CATHERINE GODSCHALK | VP, LENDING | 40 | $238,043 | $0 | $29,040 | $267,083 | 1 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $245,349 | $0 | $14,242 | $259,591 | 3 |
| LAURI MICHEL | VP RISK MANAGEMENT | 40 | $201,881 | $0 | $28,426 | $230,307 | 1 |
| ELIZEBETH BAFFORD | VP, SYNDICATIONS & STRATEGY | 40 | $186,662 | $0 | $30,952 | $217,614 | 1 |
| EMMELINE LIU | GENERAL COUNSEL | 40 | $186,903 | $0 | $27,209 | $214,112 | 3 |
| ANN DOBBYN | VP, CONTROLLER | 40 | $159,529 | $0 | $27,970 | $187,499 | 1 |
| FREDERICK HARVEY | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| ARON BETRU | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RUMA BOSE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIO ESPINOSA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KIM JOHNSON | DIRECTOR & PORTFOLIO AND RISK COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PAGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| D WAYNE SILBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN STREUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PHIL KIRSHMAN | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| DECKER ROLPH | DIRECTOR & COMPENSATION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHY STEARNS | DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| JAIME YORDAN | DIRECTOR & AUDIT AND FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 22 people listed · 8 paid, $2.0M · 40 employees · 14 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 40 | $366,557 | $0 | $32,842 | $399,399 | 5 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER | 40 | $331,158 | $0 | $18,533 | $349,691 | 5 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $223,313 | $0 | $12,922 | $236,235 | 3 |
| CATHERINE GODSCHALK | VP, LENDING | 40 | $204,208 | $0 | $30,681 | $234,889 | 1 |
| LAURI MICHEL | VP RISK MANAGEMENT | 40 | $181,750 | $0 | $35,126 | $216,876 | 1 |
| EMMELINE LIU | GENERAL COUNSEL | 40 | $162,600 | $0 | $30,213 | $192,813 | 3 |
| ANN DOBBYN | VP, CONTROLLER | 40 | $148,610 | $0 | $26,488 | $175,098 | 1 |
| ELIZEBETH BAFFORD | VP, SYNDICATIONS & STRATEGY | 40 | $132,266 | $0 | $32,261 | $164,527 | 1 |
| FREDERICK HARVEY | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
| ARON BETRU | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RUMA BOSE | DIRECTOR FROM 12/2018 | 1 | $0 | $0 | $0 | $0 | 1 |
| MARIO ESPINOSA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN G GUFFEY JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KIM JOHNSON | DIRECTOR & PORTFOLIO AND RISK COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SCOTT PAGE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| D WAYNE SILBY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN STREUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PHIL KIRSHMAN | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| DECKER ROLPH | DIRECTOR & COMPENSATION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHY STEARNS | DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| JAIME YORDAN | DIRECTOR & AUDIT AND FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2016 · 22 people listed · 9 paid, $1.7M · 47 employees · 12 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 40 | $252,223 | $0 | $50,742 | $302,965 | 5 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER | 40 | $232,049 | $0 | $17,527 | $249,576 | 5 |
| LAURI MICHEL | VP RISK MANAGEMENT | 40 | $154,625 | $0 | $46,146 | $200,771 | 1 |
| CATHERINE GODSCHALK | VP, LENDING | 40 | $146,677 | $0 | $43,330 | $190,007 | 1 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $171,449 | $0 | $13,184 | $184,633 | 3 |
| ELIZABETH BAFFORD | DIRECTOR, INVESTMENTS | 40 | $123,545 | $0 | $16,724 | $140,269 | 2 |
| SHEILA SAXTON | DIRECTOR, PORTFOLIO ADMINISTRATION | 40 | $114,851 | $0 | $19,285 | $134,136 | 1 |
| ANN DOBBYN | VP, CONTROLLER | 40 | $111,901 | $0 | $13,244 | $125,145 | 1 |
| JENNY DONG | ACCOUNTING MANAGER | 40 | $114,860 | $0 | $8,313 | $123,173 | 1 |
| JOHN G GUFFEY JR | DIRECTOR & FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| D WAYNE SILBY | DIRECTOR & AUDIT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY STEARNS | DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN STREUR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| ARON BETRU | DIRECTOR FROM 6/2016 | 1 | $0 | $0 | $0 | $0 | 2 |
| KIM JOHNSON | DIRECTOR FROM 9/2016 | 1 | $0 | $0 | $0 | $0 | 1 |
| PHIL KIRSHMAN | DIRECTOR FROM 9/2016 | 1 | $0 | $0 | $0 | $0 | 4 |
| DECKER ROLPH | DIRECTOR FROM 3/2016 | 1 | $0 | $0 | $0 | $0 | 2 |
| JAIME YORDAN | DIRECTOR FROM 9/2016 | 1 | $0 | $0 | $0 | $0 | 2 |
| SHARI BERENBACK | DIRECTOR THRU 2/2016 | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY HOUGHTON | DIRECTOR THRU 12/2016 | 1 | $0 | $0 | $0 | $0 | 1 |
| FREDERICK HARVEY | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
2015 · 19 people listed · 9 paid, $1.5M · 43 employees · 11 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 40 | $219,742 | $0 | $28,194 | $247,936 | 5 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER | 40 | $207,452 | $0 | $3,985 | $211,437 | 5 |
| LAURI MICHEL | VICE PRESIDENT, RISK MANAGEMENT | 40 | $140,709 | $0 | $32,965 | $173,674 | 1 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $153,176 | $0 | $5,830 | $159,006 | 3 |
| HUMPHREY MENSAH | DEPUTY CFO THRU 8/2015 | 40 | $137,785 | $0 | $17,999 | $155,784 | 1 |
| CATHERINE GODSCHALK | VICE PRESIDENT, LENDING | 40 | $126,057 | $0 | $21,702 | $147,759 | 1 |
| MARGOT KANE | VICE PRESIDENT, STRATEGY | 40 | $120,143 | $0 | $14,844 | $134,987 | 1 |
| XINEWEI DONG | DIRECTOR OF ACCOUNTING AND FINANCE | 40 | $109,406 | $0 | $4,061 | $113,467 | 1 |
| ANDREW SCHLAK | DIRECTOR, INVESTMENTS | 40 | $107,538 | $0 | $4,026 | $111,564 | 1 |
| SHARI BERENBACK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY HOUGHTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSH MAILMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY STEARNS | DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN G GUFFEY JR | DIRECTOR & FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| D WAYNE SILBY | DIRECTOR & AUDIT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN STREUR | DIRECTOR FROM 1/2015 | 1 | $0 | $0 | $0 | $0 | 1 |
| FREDERICK HARVEY | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 1 |
2014 · 21 people listed · 7 paid, $1.1M · 47 employees · 13 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JENNIFER PRYCE | PRESIDENT & CEO | 40 | $195,888 | $0 | $28,751 | $224,639 | 5 |
| HUMPHREY MENSAH | INTERIM CFO THRU 6/2014; DEPUTY CFO & CHIEF TECHNO | 40 | $142,316 | $0 | $30,354 | $172,670 | 1 |
| JUSTIN CONWAY | SECRETARY, PRESIDENT OF CIP | 40 | $145,810 | $0 | $24,639 | $170,449 | 3 |
| LAURI MICHEL | VICE PRESIDENT, RISK MANAGEMENT | 40 | $135,976 | $0 | $33,767 | $169,743 | 1 |
| CATHERINE GODSCHALK | VICE PRESIDENT, LENDING | 40 | $122,060 | $0 | $29,137 | $151,197 | 1 |
| MARGOT KANE | VICE PRESIDENT, STRATEGY | 40 | $111,924 | $0 | $26,085 | $138,009 | 1 |
| DEREK STROCHER | CHIEF FINANCIAL OFFICER FROM 6/2014 | 40 | $95,504 | $0 | $19,632 | $115,136 | 5 |
| SHARI BERENBACK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY HOUGHTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA J KRUMSIEK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOSH MAILMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG RATLIFF | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| FREDERICK HARVEY | DIRECTOR & AUDIT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| IRA LIEBERMAN | DIRECTOR & COMPENSATION COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| CAROL ATWOOD | DIRECTOR & CORPORATE DEVELOPMENT AND CAPITAL ADEQU | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY STEARNS | DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| RONALD WOLFSHEIMER | DIRECTOR THRU 8/2014 | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN G GUFFEY JR | CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| D WAYNE SILBY | CO-CHAIR & FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 24 people listed · 10 paid, $1.7M · 48 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LISA HALL | PRESIDENT & CEO THRU 9/2013 | 40 | $210,151 | $0 | $32,727 | $242,878 | 3 |
| DAVID KYLE | CHIEF OPERATING OFFICER | 40 | $196,980 | $0 | $33,340 | $230,320 | 1 |
| JENNIFER PRYCE | PRESIDENT & CEO FROM 9/2013 | 40 | $164,505 | $0 | $31,979 | $196,484 | 5 |
| KATHY ROCK | CFO & CRO THRU 10/2013 | 40 | $165,155 | $0 | $25,547 | $190,702 | 1 |
| HUMPHREY MENSAH | INTERIM CFO & CHIEF TECHNOLOGY OFFICER FROM 10/201 | 40 | $138,713 | $0 | $29,475 | $168,188 | 1 |
| LORRAINE GORDON | VP, HUMAN RESOURCES | 40 | $140,964 | $0 | $24,585 | $165,549 | 1 |
| ANGELA ATHERTON | VP, RISK | 40 | $133,889 | $0 | $19,973 | $153,862 | 1 |
| LAURI MICHEL | VP, UNDERWRITING | 40 | $125,400 | $0 | $20,713 | $146,113 | 1 |
| CATHERINE GODSCHALK | VP, LENDING | 40 | $115,404 | $0 | $18,398 | $133,802 | 1 |
| MICHELLE HALLMAN | DIRECTOR, COMPLIANCE | 40 | $102,014 | $0 | $0 | $102,014 | 1 |
| SHARI BERENBACK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| FREDERICK HARVEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY HOUGHTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA J KRUMSIEK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG RATLIFF | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| IRA LIEBERMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY STEARNS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOSH MAILMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RONALD WOLFSHEIMER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CAROL ATWOOD | DIRECTOR & ADVANCEMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN G GUFFEY JR | CO-CHAIR; AUDIT COMMITTEE CHAIR; ACTING INVESTMENT | 1 | $0 | $0 | $0 | $0 | 1 |
| D WAYNE SILBY | CO-CHAIR & FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 24 people listed · 9 paid, $1.3M · 63 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| JESSE CHANCELLOR | PRESIDENT OF CIP THRU 10/2012 | 0 | $216,822 | $0 | $24,367 | $241,189 | 1 |
| LISA HALL | PRESIDENT & CEO | 40 | $194,552 | $0 | $24,367 | $218,919 | 3 |
| DAVID KYLE | CHIEF OPERATING OFFICER | 40 | $168,000 | $0 | $24,367 | $192,367 | 1 |
| KATHY ROCK | CFO & CRO FROM 3/2012 | 40 | $132,718 | $0 | $7,367 | $140,085 | 1 |
| HUMPHREY MENSAH | DEPUTY CFO & CHIEF TECHNOLOGY OFFICER | 40 | $120,011 | $0 | $18,378 | $138,389 | 1 |
| JENIFER PRYCE | DIRECTOR OF STRATEGIC INITIATIVE | 40 | $113,987 | $0 | $15,356 | $129,343 | 1 |
| JOHN DUCEY | VICE PRESIDENT OF CIP THRU 11/2012 | 0 | $117,004 | $0 | $6,753 | $123,757 | 1 |
| CATHERINE GODSCHALK | VICE PRESIDENT OF ORIGINATIONS | 40 | $103,899 | $0 | $7,367 | $111,266 | 1 |
| CHARLES P HOLLANDS | CFO & SR. VICE PRESIDENT THRU 2/2012 | 40 | $43,056 | $0 | $1,349 | $44,405 | 1 |
| MARGARET CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| FREDERICK HARVEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY HOUGHTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA J KRUMSIEK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SHARI BERENBACH | DIRECTOR FROM 6/2012 | 1 | $0 | $0 | $0 | $0 | 1 |
| GREG RATLIFF | DIRECTOR FROM 3/2012 | 1 | $0 | $0 | $0 | $0 | 1 |
| VIKI BETANCOURT | DIRECTOR THRU 9/2012 | 1 | $0 | $0 | $0 | $0 | 1 |
| SETH GOLDMAN | DIRECTOR THRU 12/2012 | 1 | $0 | $0 | $0 | $0 | 1 |
| REGGIE STANLEY | DIRECTOR THRU 6/2012 | 1 | $0 | $0 | $0 | $0 | 1 |
| CAROL ATWOOD | DIRECTOR & ADVANCEMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| IRA LIEBERMAN | DIRECTOR & AUDIT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY STEARNS | DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN G GUFFEY JR | CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| D WAYNE SILBY | CO-CHAIR & FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
2011 · 18 people listed · 5 paid, $835K · 65 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LISA HALL | PRESIDENT & CEO | 40 | $182,973 | $0 | $22,037 | $205,010 | 3 |
| CHARLES P HOLLANDS | CFO & SR. VICE PRESIDENT | 50 | $166,133 | $0 | $20,381 | $186,514 | 1 |
| JESSE CHANCELLOR | PRESIDENT OF CIP | 1 | $160,625 | $0 | $18,728 | $179,353 | 1 |
| JAMES A RICHARDSON | EXEC. DIR. OF NRFC THRU 10/2011 | 50 | $117,418 | $0 | $15,375 | $132,793 | 1 |
| HUMPHREY MENSAH | VICE PRESIDENT & CONTROLLER | 49 | $115,351 | $0 | $16,124 | $131,475 | 1 |
| MARGARET CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SETH GOLDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY HOUGHTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA J KRUMSIEK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| REGGIE STANLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| VIKI BETANCOURT | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| FREDERICK J HARVEY III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| CAROL ATWOOD | DIRECTOR & ADVANCEMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| IRA W LIEBERMAN PHD | DIRECTOR & AUDIT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR & GOVERNANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY STEARNS | DIRECTOR & INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN G GUFFEY JR | CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| D WAYNE SILBY | CO-CHAIR & FINANCE COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
2010 · 23 people listed · 9 paid, $1.5M · 58 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| LISA HALL | CLO THRU 9/10; INTERIM PRES. & CEO | 45 | $186,243 | $0 | $32,135 | $218,378 | 3 |
| SHARI BERENBACH | PRESIDENT & CEO THRU 9/10 | 45 | $181,440 | $0 | $22,352 | $203,792 | 1 |
| CHARLES P HOLLANDS | SR. VP & CFO | 45 | $167,260 | $0 | $30,917 | $198,177 | 1 |
| JAMES A RICHARDSON | EXEC. DIR. OF NRF | 45 | $152,643 | $0 | $18,540 | $171,183 | 1 |
| JESSE CHANCELLOR | PRESIDENT OF CIP | 45 | $146,269 | $0 | $12,215 | $158,484 | 1 |
| HUMPHREY Y MENSAH | VP, FINANCE AND ACCOUNTING | 45 | $126,798 | $0 | $27,094 | $153,892 | 1 |
| ART STEVENS | VP, SALES AND MARKETING | 45 | $105,345 | $0 | $26,771 | $132,116 | 1 |
| ELIZA ERIKSON | INT'L PORT. MGR. THRU 9/10; INTERIM CLO | 45 | $110,039 | $0 | $19,271 | $129,310 | 1 |
| LORI SCOTT | VP, CIP | 45 | $114,560 | $0 | $7,392 | $121,952 | 1 |
| CAROL ATWOOD | DIRECTOR; ADV COMM CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CLARK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| SETH GOLDMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARY HOUGHTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA J KRUMSIEK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| IRA W LIEBERMAN PHD | DIRECTOR; AUD COMM CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| TERRANCE J MOLLNER | DIRECTOR; GOV COMM CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| REGGIE STANLEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| KATHY STEARNS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| FREDERICK J HARVEY III | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| D WAYNE SIBLY | CO-CHAIR; FIN COMM CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| JOHN G GUFFEY JR | CO-CHAIR; INV COMM CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| ELIZABETH GLENSHAW | SR. VP CI MARKETS | 45 | $0 | $0 | $0 | $0 | 1 |
| TIMOTHY FREUNDLICH | SR. VP GIVING FUND | 45 | $0 | $0 | $0 | $0 | 3 |
Highest-paid independent contractors
2024 · 4 contractors · $803K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN LEWIS & BOCKIUS LLP | PHILADELPHIA, PA | LEGAL SERVICES | $306,689 |
| JOHNSON LAMBERT LLP | CHARLOTTE, NC | AUDIT SERVICES | $207,958 |
| WARNER NORCROSS & JUDD LLP | GRAND RAPIDS, MN | LEGAL SERVICES | $173,771 |
| HERO UNIT | NASHVILLE, TN | CONSULTING | $114,745 |
2023 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| WIPFLI LLP | MILWAUKEE, WI | IT SERVICES | $391,175 |
| JOHNSON LAMBERT LLP | CHARLOTTE, NC | ACCOUNTING SERVICES | $243,782 |
| WARNER NORCROSS & JUDD LLP | GRAND RAPIDS, MN | LEGAL SERVICES | $194,407 |
| MORGAN LEWIS & BOCKIUS LLP | PHILADELPHIA, PA | LEGAL SERVICES | $189,087 |
| GUIDEHOUSE INC | PHILADELPHIA, PA | CONSULTING | $132,220 |
2022 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| WIPFLI LLP | RESTON, VA | IT SERVICES | $460,213 |
| WARNER NORCROSS & JUDD LLP | GRAND RAPIDS, MI | LEGAL SERVICES | $317,967 |
| JOHNSON LAMBERT LLP | CHARLOTTE, NC | AUDIT SERVICES | $155,335 |
| MORGAN LEWIS & BOCKIUS LLP | PHILADELPHIA, PA | LEGAL SERVICES | $151,012 |
| ARTEMIS WARD LLC | WASHINGTON, DC | BRAND DEVELOPMENT | $130,000 |
2021 · 5 contractors · $1.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| WIPFLI LLP | RESTON, VA | INFORMATION TECHNOLOGY | $574,156 |
| JOHNSON LAMBERT LLP | CHARLOTTE, NC | ACCOUNTING SERVICES | $224,137 |
| FORMATIVE | SEATTLE, WA | WEBSITE ADMINISTRATION | $163,907 |
| WARNER NORCROSS & JUDD LLP | GRAND RAPIDS, MI | LEGAL SERVICES | $134,747 |
| HERO UNIT | NASHVILLE, TN | NSP SUPPORT | $133,910 |
2020 · 4 contractors · $978K
| Name | Location | Service | Paid |
|---|---|---|---|
| MORGAN LEWIS & BOCKIUS LLP | PHILADELPHIA, PA | LEGAL SERVICES | $460,429 |
| JOHNSON LAMBERT LLP | CHARLOTTE, NC | ACCOUNTING SERVICES | $251,012 |
| HERO UNIT | NASHVILLE, TN | NSP SUPPORT | $142,015 |
| FJURI LLC | KIRKLAND, WA | CONSULTING | $124,500 |
2019 · 5 contractors · $826K
| Name | Location | Service | Paid |
|---|---|---|---|
| WIPFLI LLP | RESTON, VA | IT CONSULTING | $333,992 |
| JOHNSON LAMBERT LLP | CHARLOTTE, NC | ACCOUNTING SERVICES | $132,299 |
| WARNER NORCROSS & JUDD LLP | GRAND RAPIDS, MI | LEGAL SERVICES | $122,687 |
| HERO UNIT | NASHVILLE, TN | SOFTWARE SUPPORT | $119,705 |
| ACKLEN AVENUE SOFTWARE LLC | NASHVILLE, TN | NSP PRODUCTION | $117,000 |
2018 · 2 contractors · $327K
| Name | Location | Service | Paid |
|---|---|---|---|
| WIPFLI LLP | RESTON, VA | IT CONSULTING | $200,979 |
| JOHNSON LAMBERT LLP | CHARLOTTE, NC | ACCOUNTING SERVICES | $125,679 |
2016 · 5 contractors · $1.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| MICROVEST CAPITAL MANAGEMENT | BETHESDA, MD | PORTFOLIO MANAGEMENT | $249,741 |
| DANIEL J EDELMAN INC | CHICAGO, IL | CONSULTING | $230,250 |
| QWINIX TECHNOLOGIES INC | GREENWOOD VILLAGE, CO | INFORMATION TECHNOLOGY | $206,542 |
| DIGITAL KITCHEN LLC | SEATTLE, WA | MARKETING | $190,920 |
| BRITTENFORD SYSTEMS | RESTON, VA | INFORMATION TECHNOLOGY | $138,713 |
2015 · 3 contractors · $521K
| Name | Location | Service | Paid |
|---|---|---|---|
| MICRO VEST CAPITAL MANAGEMENT | BETHESDA, MD | DUE-DILIGENCE SERVICE | $284,835 |
| DO GOOD BETTER LLC | WASHINGTON, DC | VIDEO AND PRODUCTION | $129,244 |
| ORRICK HERRINGTON & SUTELIFFE | CHICAGO, IL | LEGAL SERVICES | $106,911 |
2014 · 5 contractors · $1.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| INDRIDEA | WASHINGTON, DC | SOFTWARE DEVELOPMENT | $441,555 |
| FREE RANGE STUDIOS | OAKLAND, CA | VIDEO SERVICE | $400,156 |
| MICRO VEST CAPITAL MANAGEMENT | BETHESDA, MD | DUE-DILIGENCE SERVICE | $219,087 |
| THE EMPOWER GROUP | MILWAUKEE, WI | HUMAN RESOURCES SERVICE | $156,275 |
| DO GOOD BETTER LLC | WASHINGTON, DC | VIDEO AND PRODUCTION | $150,000 |
2013 · 3 contractors · $533K
| Name | Location | Service | Paid |
|---|---|---|---|
| ALLESSANDRA BRADLEY-BURNS | CONSULTING SERVICES | $227,222 | |
| PERCEPTUS TECHNOLOGIES INC | COMPUTER SOFTWARE CONSULTING | $185,880 | |
| MEG RESSNER & ASSOCIATES LLC | CONSULTING SERVICES | $120,000 |
2012 · 2 contractors · $294K
| Name | Location | Service | Paid |
|---|---|---|---|
| PERCEPTUS TECHNOLOGIES INC | CHEVY CHASE, MD | COMPUTER SOFTWARE CONSULTING | $187,200 |
| HOPE GLOBAL CONSULTING LLC | SAN FRANCISCO, CA | CONSULTING | $106,547 |
2011 · 4 contractors · $694K
| Name | Location | Service | Paid |
|---|---|---|---|
| MONITOR COMPANY GROUP LP | BOSTON, MA | CONSULTING | $328,912 |
| MICRO VEST CAPITAL MANAGEMENT | BETHESDA, MD | CAPITAL INVESTMENT CONSULTING | $126,762 |
| HOPE GLOBAL CONSULTING LLC | SAN FRANCISCO, CA | CONSULTING | $124,000 |
| CALVERT ASSET MANAGEMENT | BETHESDA, MD | PARKING AND COMPUTER SERVICES | $114,327 |
2010 · 2 contractors · $325K
| Name | Location | Service | Paid |
|---|---|---|---|
| TRIPLE JUMP | AMSTERDAM | INVESTMENT CONSULTING | $178,023 |
| MICROVEST CAPITAL MANAGEMENT | BETHESDA, MD | INVESTMENT CONSULTING | $146,493 |
Who the money went to
Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.
2021 · 2 grants to organizations · $325K
2020 · 1 grant to organizations · $75K
Listed grants add up to $75,000; the return's “grants paid” expense line says $198,091. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 1 grant to organizations · $25K
2016 · 69 grants to organizations · $1.5M
Listed grants add up to $1,524,849; the return's “grants paid” expense line says $2,275,081. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 102 grants to organizations · $2.3M
Listed grants add up to $2,272,998; the return's “grants paid” expense line says $3,052,091. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 95 grants to organizations · $2.2M
Listed grants add up to $2,169,652; the return's “grants paid” expense line says $3,007,389. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 99 grants to organizations · $1.6M
Listed grants add up to $1,579,896; the return's “grants paid” expense line says $2,461,354. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 108 grants to organizations · $1.7M
Listed grants add up to $1,730,347; the return's “grants paid” expense line says $2,443,966. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 133 grants to organizations · $2.4M
Listed grants add up to $2,448,843; the return's “grants paid” expense line says $3,462,025. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 202 grants to organizations · $5.0M
Listed grants add up to $4,981,684; the return's “grants paid” expense line says $5,927,650. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $39,494,064 | $30,809,389 | $737,659,052 | $54,427,296 | $479,267 | $37,618,442 | $1,048,491 | 0 | 14 |
| 2023 · Form 990 | ||||||||
| $33,426,249 | $36,826,893 | $689,904,043 | $41,694,095 | $684,624 | $25,807,295 | $1,462,081 | 46 | 13 |
| 2022 · Form 990 | ||||||||
| $30,134,256 | $31,119,797 | $659,345,445 | $37,724,896 | $4,951,019 | $21,995,540 | $1,326,044 | 44 | 16 |
| 2021 · Form 990 | ||||||||
| $23,234,500 | $25,464,322 | $679,643,317 | $35,457,631 | $936,047 | $20,737,786 | $1,291,328 | 43 | 15 |
| 2020 · Form 990 | ||||||||
| $22,517,069 | $23,816,378 | $612,922,504 | $32,624,192 | $2,294,016 | $19,571,579 | $1,191,600 | 43 | 15 |
| 2019 · Form 990 | ||||||||
| $23,978,642 | $20,095,436 | $532,025,808 | $31,649,956 | $1,017,572 | $20,019,690 | $1,070,931 | 45 | 13 |
| 2018 · Form 990 | ||||||||
| $18,292,901 | $16,966,395 | $473,574,255 | $25,220,130 | $1,100,440 | $17,275,623 | $985,325 | 40 | 14 |
| 2016 · Form 990 | ||||||||
| $19,765,844 | $17,814,339 | $368,857,156 | $17,244,687 | $7,488,899 | $11,966,068 | $937,945 | 47 | 12 |
| 2015 · Form 990 | ||||||||
| $16,296,832 | $15,565,748 | $315,190,271 | $29,956,013 | $5,443,984 | $9,806,386 | $774,163 | 43 | 11 |
| 2014 · Form 990 | ||||||||
| $17,446,183 | $14,680,425 | $293,667,529 | $29,874,261 | $6,637,103 | $9,761,373 | $682,894 | 47 | 13 |
| 2013 · Form 990 | ||||||||
| $13,223,322 | $12,549,701 | $272,829,576 | $27,072,985 | $4,256,380 | $8,708,662 | $1,028,571 | 48 | 0 |
| 2012 · Form 990 | ||||||||
| $14,772,889 | $12,107,067 | $267,943,859 | $26,116,449 | $6,428,345 | $7,982,221 | $595,776 | 63 | 0 |
| 2011 · Form 990 | ||||||||
| $19,563,480 | $16,429,261 | $251,374,053 | $22,642,654 | $10,268,467 | $8,324,865 | $524,317 | 65 | 0 |
| 2010 · Form 990 | ||||||||
| $22,434,031 | $17,414,468 | $270,657,154 | $34,514,010 | $13,193,952 | $8,380,703 | $791,530 | 58 | 0 |
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.
- CALVERT IMPACT INC Bethesda, MD · 9 people in common (Aron Betru, Decker Rolph, Derek Strocher) · related organization (Schedule R)
- CLIMATE UNITED FUND Bethesda, MD · 6 people in common (Deborah Burand, Derek Strocher, Elizabeth Bafford)
- CALVERT IMPACT INC Bethesda, MD · 4 people in common (Derek Strocher, Emmeline Liu, Jennifer Isern) · related organization (Schedule R)
- US SIF-THE FORUM FOR SUSTAINABLE AND RESPONSIBLE INVESTMENT INC Washington, DC · 3 people in common (Derek Strocher, Justin Conway, Phil Kirshman)
- US SIF FOUNDATION LTD Washington, DC · 2 people in common (Justin Conway, Phil Kirshman)
- IMPACTASSETS INC Bethesda, MD · 1 person in common (Jennifer Pryce)
Funders of this organization
22 grantors reported grants to this organization, $15,139,406 in all, tax years 2009 to 2024. Exact: the grantor wrote this organization's EIN. Fuzzy: the grantor wrote only a name (foundations' 990-PF has no EIN field), matched to the same or a near-identical name in the same state; the name as filed is shown. From the latest return for each grantor and year, so amended returns aren't counted twice. CSV
| Grantor | Type | Match | Years given | Grants | Total | Latest year | Latest year's amount | Grants |
|---|---|---|---|---|---|---|---|---|
| CITI FOUNDATION | Private foundation | Fuzzy filed as “CALVERT IMPACT CAPITAL INC” | 2022-2023 | 2 | $10,000,000 | 2023 | $4,500,000 | show |
| ROCKEFELLER PHILANTHROPY ADVISORS INC | DAF sponsor | Exact | 2011 | 1 | $979,569 | 2011 | $979,569 | show |
| FIDELITY INVESTMENTS CHARITABLE GIFT FUND | DAF sponsor | Exact | 2016-2020 | 5 | $850,349 | 2020 | $10,200 | show |
| IMPACTASSETS INC | DAF sponsor | Exact | 2013-2014, 2017, 2021 | 4 | $545,639 | 2021 | $10,000 | show |
| ROBERT WOOD JOHNSON FOUNDATION | Private foundation | Fuzzy filed as “CALVERT IMPACT CAPITAL”, “CALVERT IMPACT CAPITAL INC” | 2022, 2024 | 2 | $525,000 | 2024 | $52,500 | show |
| CAPITAL IMPACT PARTNERS | Public charity | Exact | 2015-2016, 2018 | 3 | $455,900 | 2018 | $12,787 | show |
| KRESGE FOUNDATION | Private foundation | Fuzzy filed as “CALVERT IMPACT CAPITAL INC” | 2018-2019 | 2 | $390,000 | 2019 | $96,500 | show |
| GRAMEEN AMERICA INC | Public charity | Exact | 2020 | 1 | $300,000 | 2020 | $300,000 | show |
| F B HERON FOUNDATION | Private foundation | Fuzzy filed as “Calvert Impact Capital Inc” | 2020-2021 | 3 | $250,000 | 2021 | $75,000 | show |
| CASSIOPEIA FOUNDATION INC | Private foundation | Fuzzy filed as “CALVERT IMPACT CAPITAL INC” | 2020 | 1 | $187,182 | 2020 | $187,182 | show |
| NONPROFIT FINANCE FUND | Public charity | Exact | 2020 | 1 | $130,000 | 2020 | $130,000 | show |
| CHARITIES AID FOUNDATION AMERICA | DAF sponsor | Exact | 2011-2012 | 2 | $125,000 | 2012 | $50,000 | show |
| DONOR ADVISED CHARITABLE GIVING | DAF sponsor | Exact | 2022, 2024 | 2 | $100,000 | 2024 | $50,000 | show |
| SILICON VALLEY COMMUNITY FOUNDATION | DAF sponsor | Exact | 2010, 2015 | 2 | $69,467 | 2015 | $25,000 | show |
| ORANGE COUNTY COMMUNITY FOUNDATION | DAF sponsor | Exact | 2013 | 1 | $53,278 | 2013 | $53,278 | show |
| NEW VENTURE FUND | Public charity | Exact | 2022 | 1 | $50,000 | 2022 | $50,000 | show |
| Deutsche Bank Microcredit Development | Public charity | Exact | 2019 | 1 | $50,000 | 2019 | $50,000 | show |
| FORGOOD INC | DAF sponsor | Exact | 2010-2013 | 4 | $37,005 | 2013 | $7,229 | show |
| BALTIMORE COMMUNITY FOUNDATION INC | DAF sponsor | Exact | 2019-2020 | 2 | $20,000 | 2020 | $10,000 | show |
| GREATER WASHINGTON COMMUNITY FOUNDATION | DAF sponsor | Exact | 2009 | 1 | $16,000 | 2009 | $16,000 | show |
| THE COMMUNITY FDN OF MIDDLE TN INC | DAF sponsor | Exact | 2015 | 1 | $5,000 | 2015 | $5,000 | show |
| AMAZONSMILE FOUNDATION | Private foundation | Fuzzy filed as “CALVERT IMPACT CAPITAL INC” | 2020-2021 | 2 | $17 | 2021 | $12 | show |
Nearby + Similar BETA
Organizations like this one: what they do and who they are linked to
Same category: NTEE code and revenue
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| ACCESS TO CAPITAL FOR ENTREPRENEURS INC | GA | S30 | $20,626,677 | $17,035,116 | PRESIDENT & CEO (INCOMING) | $344,113 | Same NTEE code S30, revenue within 2x |
| STEP UP SUNCOAST INC | FL | S30 | $23,015,981 | $23,011,052 | President & CEO | $245,567 | Same NTEE code S30, revenue within 2x |
| FOUR BANDS COMMUNITY FUND INC | SD | S30 | $20,507,938 | $12,022,282 | EXE DIRECTOR | $174,497 | Same NTEE code S30, revenue within 2x |
| VOCATIONAL DEVELOPMENT CENTER INC | IA | S30 | $19,822,312 | $19,658,720 | CEO | $289,180 | Same NTEE code S30, revenue within 2x |
| CHOOSE NEW JERSEY INC | NJ | S30 | $20,897,089 | $21,069,460 | PRESIDENT AND CEO | $564,180 | Same NTEE code S30, revenue within 2x |
| FLORIDA CITRUS SPORTS VENTURES INC | FL | S30 | $26,213,931 | $23,355,547 | CEO | $896,310 | Same NTEE code S30, revenue within 2x |
| CDC SMALL BUSINESS FINANCE CORP | CA | S30 | $41,499,674 | $37,521,827 | PRESIDENT & CEO | $1,227,484 | Same NTEE code S30, revenue within 2x |
| T R W I B INC | PA | S30 | $26,288,326 | $28,239,324 | CEO | $292,536 | Same NTEE code S30, revenue within 2x |
| INVEST PUERTO RICO INC | PR | S30 | $20,411,985 | $20,060,270 | CHAIRMAN | $0 | Same NTEE code S30, revenue within 2x |
| CONNECTICUT INSTITUTE FOR COMMUNITIES INC | CT | S30 | $41,390,324 | $42,432,090 | Physician | $349,713 | Same NTEE code S30, revenue within 2x |
| SMALL BUSINESS INVESTMENT CORPORATION | NM | S30 | $28,785,359 | $472,124 | EXEC DIR/INV | $246,348 | Same NTEE code S30, revenue within 2x |
| ECONOMIC DEVELOPMENT PARTNERSHIP OF NORTH CAROLINA INC | NC | S30 | $52,335,240 | $51,477,973 | CEO | $456,032 | Same NTEE code S30, revenue within 2x |
| WRIGHT BROTHERS INSTITUTE INC | OH | S30 | $28,940,157 | $28,965,473 | PRESIDENT | $283,618 | Same NTEE code S30, revenue within 2x |
| COMMONWEALTH CORNERSTONE GROUP | PA | S30 | $52,922,487 | $39,366,593 | GOVERNING BOARD CHAIR | $630,464 | Same NTEE code S30, revenue within 2x |
| INVEST DETROIT FOUNDATION | MI | S30 | $32,419,547 | $22,165,504 | PRESIDENT & CEO | $575,334 | Same NTEE code S30, revenue within 2x |
| GROUNDBREAK COALITION | MN | S30 | $28,213,617 | $25,084,491 | CEO | $122,843 | Same NTEE code S30, revenue within 2x |
| APPLIED RESEARCH INSTITUTE | IN | S30 | $76,880,879 | $68,231,647 | PRESIDENT & CEO | $502,209 | Same NTEE code S30, revenue within 2x |
| GREATER NORTHWEST KANSAS COMMUNITY FOUNDATION | KS | S30 | $25,469,267 | $5,805,729 | EXECUTIVE DIRECTOR | $85,600 | Same NTEE code S30, revenue within 2x |
| MANNED SPACE FLIGHT EDUCATION FOUNDATION INCORPORATED | TX | S30 | $61,190,428 | $45,269,425 | CEO/PRESIDENT | $942,032 | Same NTEE code S30, revenue within 2x |
| SOUTH ALABAMA REGIONAL PLANNING COMMISSION | AL | S30 | $27,450,543 | $23,732,191 | DIRECTOR AAA | $208,759 | Same NTEE code S30, revenue within 2x |
| CENTRAL ARKANSAS DEVELOPMENT COUNCIL | AR | S30 | $64,208,632 | $61,332,389 | CEO | $185,642 | Same NTEE code S30, revenue within 2x |
| MID-MARKET FOUNDATION | CA | S30 | $26,681,193 | $30,849,799 | Chair | $0 | Same NTEE code S30, revenue within 2x |
| COLUMBUS DOWNTOWN DEVELOPMENT CORPORATION | OH | S30 | $40,677,402 | $24,473,669 | PRESIDENT | $696,730 | Same NTEE code S30, revenue within 2x |
| INSITECH INC | NJ | S30 | $22,073,076 | $20,248,046 | PRESIDENT | $665,000 | Same NTEE code S30, revenue within 2x |
| GREATER PHILADELPHIA TOURISM MARKETING CORPORATION | PA | S30 | $23,536,793 | $20,714,033 | PRESIDENT & CEO | $631,245 | Same NTEE code S30, revenue within 2x |
Who funds organizations like this
Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $30,809,389 spent · pay $6,147,984 · grants $0 · events $20,945
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $21,030,842 | $20,762,676 | $134,083 | $134,083 | 68.3% | |
| Other salaries and wages | $5,099,493 | $4,076,134 | $861,438 | $161,921 | 16.6% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,222,113 | $1,222,113 | - | - | 4.0% |
| Pay: officers, directors, trustees, key employees | $1,048,491 | $838,081 | $177,118 | $33,292 | 3.4% | |
| Fees: legal | $474,281 | $52,720 | $420,773 | $788 | 1.5% | |
| Fees: other services | $394,681 | $285,114 | $108,851 | $716 | 1.3% | |
| Occupancy | $371,355 | $299,941 | $64,273 | $7,141 | 1.2% | |
| Information technology | $243,343 | $200,797 | $38,290 | $4,256 | 0.8% | |
| Other (as described) | TAXES & LICENSES | $189,408 | $148 | $189,260 | - | 0.6% |
| Depreciation and depletion | $186,887 | $150,947 | $32,346 | $3,594 | 0.6% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $133,968 | $103,154 | $23,137 | $7,677 | 0.4% |
| Other (as described) | GUARANTEE EXPENSE | $130,661 | $128,919 | $871 | $871 | 0.4% |
| Fees: investment management | $77,106 | $8,571 | $68,407 | $128 | 0.3% | |
| Office expenses | $63,282 | $35,204 | $28,063 | $15 | 0.2% | |
| Travel | $62,330 | $44,133 | $16,519 | $1,678 | 0.2% | |
| Conferences, conventions and meetings | $20,945 | $19,853 | $1,092 | - | 0.1% | |
| All other expenses | $20,637 | $2,059 | $18,578 | - | 0.1% | |
| Insurance | $20,427 | - | $20,427 | - | 0.1% | |
| Advertising and promotion | $19,139 | $19,139 | - | - | 0.1% | |
| Total | $30,809,389 | 100% |
2023 · Form 990 · $36,826,893 spent · pay $7,038,169 · grants $0 · events $73,246
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $14,637,148 | $14,117,094 | $520,054 | - | 39.7% | |
| Payments to affiliates | $7,000,000 | $1,350,288 | $5,649,712 | - | 19.0% | |
| Other salaries and wages | $4,241,635 | $3,197,686 | $876,845 | $167,104 | 11.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $4,201,794 | $4,201,794 | - | - | 11.4% |
| Pay: officers, directors, trustees, key employees | $1,462,081 | $1,110,639 | $293,251 | $58,191 | 4.0% | |
| Fees: legal | $1,055,252 | $242,707 | $810,526 | $2,019 | 2.9% | |
| Fees: other services | $887,721 | $471,239 | $409,172 | $7,310 | 2.4% | |
| Payroll taxes | $501,065 | $408,715 | $70,435 | $21,915 | 1.4% | |
| Other employee benefits | $473,230 | $386,010 | $66,522 | $20,698 | 1.3% | |
| Depreciation and depletion | $372,006 | $316,204 | $48,827 | $6,975 | 1.0% | |
| Pension plan contributions | $360,158 | $293,779 | $50,627 | $15,752 | 1.0% | |
| Occupancy | $328,511 | $279,233 | $43,118 | $6,160 | 0.9% | |
| Information technology | $321,853 | $260,811 | $56,018 | $5,024 | 0.9% | |
| Travel | $245,957 | $148,682 | $85,734 | $11,541 | 0.7% | |
| Other (as described) | GUARANTEE EXPENSE | $184,604 | $177,701 | $6,903 | - | 0.5% |
| Office expenses | $171,503 | $104,900 | $60,926 | $5,677 | 0.5% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $142,680 | $116,252 | $18,456 | $7,972 | 0.4% |
| Conferences, conventions and meetings | $73,246 | $43,366 | $28,017 | $1,863 | 0.2% | |
| Insurance | $71,248 | - | $71,248 | - | 0.2% | |
| Advertising and promotion | $50,705 | $19,275 | $30,899 | $531 | 0.1% | |
| Other (as described) | REGISTRATION FEES | $30,664 | $593 | $30,071 | - | 0.1% |
| All other expenses | $15,242 | $4,090 | $11,152 | - | 0.0% | |
| Fees: investment management | -$1,410 | -$1,410 | - | - | -0.0% | |
| Total | $36,826,893 | 100% |
2022 · Form 990 · $31,119,797 spent · pay $6,829,274 · grants $559,589 · events $26,058
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $13,025,314 | $12,619,686 | $405,628 | - | 41.9% | |
| Other salaries and wages | $4,380,745 | $3,542,150 | $638,182 | $200,413 | 14.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $4,224,366 | $4,224,366 | - | - | 13.6% |
| Payments to affiliates | $3,000,000 | $3,000,000 | - | - | 9.6% | |
| Pay: officers, directors, trustees, key employees | $1,326,044 | $1,072,203 | $193,176 | $60,665 | 4.3% | |
| Fees: other services | $760,914 | $683,611 | $69,898 | $7,405 | 2.4% | |
| Fees: legal | $607,700 | $151,607 | $454,579 | $1,514 | 2.0% | |
| Grants to US organizations and governments | $559,589 | $559,589 | - | - | 1.8% | |
| Other employee benefits | $465,922 | $376,733 | $67,875 | $21,314 | 1.5% | |
| Depreciation and depletion | $456,228 | $393,497 | $54,177 | $8,554 | 1.5% | |
| Information technology | $399,838 | $348,405 | $44,081 | $7,352 | 1.3% | |
| Pension plan contributions | $351,495 | $284,210 | $51,205 | $16,080 | 1.1% | |
| Occupancy | $335,745 | $289,580 | $39,870 | $6,295 | 1.1% | |
| Payroll taxes | $305,068 | $246,670 | $44,442 | $13,956 | 1.0% | |
| Travel | $160,758 | $115,515 | $37,652 | $7,591 | 0.5% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $160,654 | $139,384 | $15,515 | $5,755 | 0.5% |
| Other (as described) | GUARANTEE EXPENSE | $133,029 | $128,634 | $4,395 | - | 0.4% |
| Office expenses | $131,265 | $94,265 | $34,824 | $2,176 | 0.4% | |
| Fees: investment management | $112,410 | $112,410 | - | - | 0.4% | |
| Insurance | $96,079 | $332 | $95,739 | $8 | 0.3% | |
| Other (as described) | TAXES & LICENSES | $59,009 | $4,374 | $54,635 | - | 0.2% |
| All other expenses | $32,329 | $1,310 | $31,019 | - | 0.1% | |
| Conferences, conventions and meetings | $26,058 | $23,313 | $2,370 | $375 | 0.1% | |
| Advertising and promotion | $9,238 | $9,238 | - | - | 0.0% | |
| Total | $31,119,797 | 100% |
2021 · Form 990 · $25,464,322 spent · pay $7,183,364 · grants $325,000 · events -$1,309
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $13,365,760 | $13,189,424 | $88,168 | $88,168 | 52.5% | |
| Other salaries and wages | $4,761,964 | $3,901,149 | $659,843 | $200,972 | 18.7% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,933,765 | $1,933,765 | - | - | 7.6% |
| Pay: officers, directors, trustees, key employees | $1,291,328 | $1,040,166 | $192,524 | $58,638 | 5.1% | |
| Fees: other services | $574,982 | $507,784 | $61,678 | $5,520 | 2.3% | |
| Information technology | $547,839 | $461,921 | $75,843 | $10,075 | 2.2% | |
| Other employee benefits | $426,129 | $343,248 | $63,532 | $19,349 | 1.7% | |
| Depreciation and depletion | $399,120 | $334,263 | $57,374 | $7,483 | 1.6% | |
| Occupancy | $356,693 | $298,712 | $51,078 | $6,903 | 1.4% | |
| Payroll taxes | $356,477 | $287,143 | $53,147 | $16,187 | 1.4% | |
| Fees: legal | $354,248 | $125,270 | $227,068 | $1,910 | 1.4% | |
| Pension plan contributions | $347,466 | $279,884 | $51,804 | $15,778 | 1.4% | |
| Grants to US organizations and governments | $325,000 | $325,000 | - | - | 1.3% | |
| Other (as described) | GUARANTEE EXPENSE | $190,317 | $187,661 | $1,328 | $1,328 | 0.7% |
| Office expenses | $117,521 | $81,636 | $34,670 | $1,215 | 0.5% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $92,021 | $72,359 | $14,167 | $5,495 | 0.4% |
| Insurance | $71,207 | - | $71,207 | - | 0.3% | |
| Other (as described) | REGISTRATION FEES | $31,374 | $1,880 | $29,494 | - | 0.1% |
| Travel | $25,940 | $12,099 | $12,002 | $1,839 | 0.1% | |
| Advertising and promotion | $14,552 | $14,552 | - | - | 0.1% | |
| Conferences, conventions and meetings | -$1,309 | -$2,014 | $705 | - | -0.0% | |
| All other expenses | -$118,072 | $362 | -$118,434 | - | -0.5% | |
| Total | $25,464,322 | 100% |
2020 · Form 990 · $23,816,378 spent · pay $6,411,058 · grants $198,091 · events $12,436
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $12,354,977 | $12,199,049 | $77,964 | $77,964 | 51.9% | |
| Other salaries and wages | $4,254,159 | $3,400,765 | $663,030 | $190,364 | 17.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $2,107,442 | $2,107,442 | - | - | 8.8% |
| Pay: officers, directors, trustees, key employees | $1,191,600 | $952,563 | $185,716 | $53,321 | 5.0% | |
| Occupancy | $640,964 | $536,571 | $92,052 | $12,341 | 2.7% | |
| Information technology | $506,815 | $426,711 | $70,797 | $9,307 | 2.1% | |
| Other employee benefits | $349,502 | $279,391 | $54,471 | $15,640 | 1.5% | |
| Depreciation and depletion | $332,209 | $278,225 | $47,755 | $6,229 | 1.4% | |
| Payroll taxes | $328,463 | $262,573 | $51,192 | $14,698 | 1.4% | |
| Pension plan contributions | $287,334 | $229,694 | $44,782 | $12,858 | 1.2% | |
| Fees: other services | $277,614 | $242,153 | $32,452 | $3,009 | 1.2% | |
| Fees: accounting | $251,012 | $218,949 | $29,343 | $2,720 | 1.1% | |
| Other (as described) | GUARANTEE EXPENSE | $210,459 | $207,683 | $1,388 | $1,388 | 0.9% |
| Fees: legal | $200,938 | $78,022 | $122,071 | $845 | 0.8% | |
| Grants to US organizations and governments | $198,091 | $198,091 | - | - | 0.8% | |
| Office expenses | $116,513 | $82,947 | $32,095 | $1,471 | 0.5% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $97,519 | $84,499 | $7,535 | $5,485 | 0.4% |
| Insurance | $85,871 | $361 | $85,501 | $9 | 0.4% | |
| Other (as described) | REGISTRATION FEES | $39,137 | $9,472 | $29,665 | - | 0.2% |
| Travel | $35,225 | $21,669 | $10,013 | $3,543 | 0.1% | |
| Conferences, conventions and meetings | $12,436 | $11,755 | $643 | $38 | 0.1% | |
| Advertising and promotion | $11,521 | $11,145 | $188 | $188 | 0.0% | |
| All other expenses | -$73,423 | $4,546 | -$77,969 | - | -0.3% | |
| Total | $23,816,378 | 100% |
2019 · Form 990 · $20,095,436 spent · pay $5,970,264 · grants $25,000 · events $43,916
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $10,044,513 | $10,044,513 | - | - | 50.0% | |
| Other salaries and wages | $3,876,728 | $3,057,095 | $643,255 | $176,378 | 19.3% | |
| Pay: officers, directors, trustees, key employees | $1,070,931 | $844,510 | $177,697 | $48,724 | 5.3% | |
| Occupancy | $625,551 | $493,856 | $107,002 | $24,693 | 3.1% | |
| Fees: legal | $528,841 | $357,253 | $163,450 | $8,138 | 2.6% | |
| Fees: other services | $528,613 | $438,661 | $81,146 | $8,806 | 2.6% | |
| Information technology | $488,904 | $397,101 | $74,030 | $17,773 | 2.4% | |
| Other employee benefits | $449,666 | $354,597 | $74,611 | $20,458 | 2.2% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $348,629 | $348,629 | - | - | 1.7% |
| Depreciation and depletion | $345,254 | $272,569 | $59,057 | $13,628 | 1.7% | |
| Payroll taxes | $307,508 | $242,493 | $51,024 | $13,991 | 1.5% | |
| Travel | $300,856 | $155,447 | $106,192 | $39,217 | 1.5% | |
| Other (as described) | GUARANTEE EXPENSE | $265,468 | $265,468 | - | - | 1.3% |
| Pension plan contributions | $265,431 | $209,312 | $44,043 | $12,076 | 1.3% | |
| Fees: accounting | $186,932 | $126,281 | $57,775 | $2,876 | 0.9% | |
| Office expenses | $148,366 | $103,327 | $37,744 | $7,295 | 0.7% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $101,661 | $72,356 | $17,801 | $11,504 | 0.5% |
| Insurance | $59,846 | - | $59,846 | - | 0.3% | |
| Advertising and promotion | $49,594 | $49,167 | $345 | $82 | 0.2% | |
| Conferences, conventions and meetings | $43,916 | $33,178 | $8,989 | $1,749 | 0.2% | |
| Other (as described) | REGISTRATION FEES | $29,789 | $11,690 | $18,099 | - | 0.1% |
| Grants to US organizations and governments | $25,000 | $25,000 | - | - | 0.1% | |
| All other expenses | $3,439 | $3,169 | $243 | $27 | 0.0% | |
| Total | $20,095,436 | 100% |
2018 · Form 990 · $16,966,395 spent · pay $5,630,706 · grants $0 · events $40,010
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $8,255,089 | $8,255,089 | - | - | 48.7% | |
| Other salaries and wages | $3,722,917 | $2,277,927 | $1,005,888 | $439,102 | 21.9% | |
| Pay: officers, directors, trustees, key employees | $985,325 | $602,888 | $266,223 | $116,214 | 5.8% | |
| Occupancy | $629,377 | $386,847 | $100,914 | $141,616 | 3.7% | |
| Fees: legal | $452,131 | $113,858 | $258,233 | $80,040 | 2.7% | |
| Other employee benefits | $402,591 | $246,332 | $108,775 | $47,484 | 2.4% | |
| Other (as described) | GUARANTEE EXPENSE | $346,113 | $218,726 | -$22,116 | $149,503 | 2.0% |
| Information technology | $310,139 | $181,682 | $43,869 | $84,588 | 1.8% | |
| Fees: other services | $301,776 | $149,367 | $17,773 | $134,636 | 1.8% | |
| Travel | $289,285 | $124,130 | $103,959 | $61,196 | 1.7% | |
| Payroll taxes | $281,172 | $172,040 | $75,969 | $33,163 | 1.7% | |
| Pension plan contributions | $238,701 | $146,052 | $64,495 | $28,154 | 1.4% | |
| Depreciation and depletion | $178,830 | $127,064 | $32,942 | $18,824 | 1.1% | |
| Office expenses | $139,100 | -$17,602 | $25,344 | $131,358 | 0.8% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $111,197 | $76,036 | $16,068 | $19,093 | 0.7% |
| Other (as described) | TAXES & LICENSES | $105,602 | $101,112 | $4,490 | - | 0.6% |
| Other (as described) | PROVISION FOR LOAN LOSS | $50,990 | $50,990 | - | - | 0.3% |
| Fees: accounting | $45,001 | $6,005 | $1,557 | $37,439 | 0.3% | |
| Insurance | $40,668 | $503 | $40,165 | - | 0.2% | |
| Conferences, conventions and meetings | $40,010 | $25,031 | $9,097 | $5,882 | 0.2% | |
| Advertising and promotion | $37,218 | $21,366 | $1,513 | $14,339 | 0.2% | |
| All other expenses | $3,163 | $145,042 | $199,668 | -$341,547 | 0.0% | |
| Total | $16,966,395 | 100% |
2016 · Form 990 · $17,814,339 spent · pay $4,367,295 · grants $2,275,081 · events $574,905
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $4,747,314 | $4,747,314 | - | - | 26.6% | |
| Other salaries and wages | $2,757,415 | $1,930,190 | $689,354 | $137,871 | 15.5% | |
| Grants to US organizations and governments | $2,275,081 | $2,275,081 | - | - | 12.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,845,507 | $1,845,507 | - | - | 10.4% |
| Pay: officers, directors, trustees, key employees | $937,945 | $656,561 | $234,487 | $46,897 | 5.3% | |
| Fees: other services | $775,552 | $659,219 | $116,333 | - | 4.4% | |
| Occupancy | $577,713 | $86,657 | $491,056 | - | 3.2% | |
| Conferences, conventions and meetings | $574,905 | $517,413 | $28,746 | $28,746 | 3.2% | |
| Information technology | $513,768 | $451,231 | $62,537 | - | 2.9% | |
| Other (as described) | MISCELLANEOUS | $446,370 | - | $446,370 | - | 2.5% |
| Fees: legal | $370,202 | $296,161 | $74,041 | - | 2.1% | |
| Depreciation and depletion | $348,697 | - | $348,697 | - | 2.0% | |
| Office expenses | $312,911 | $219,382 | $83,111 | $10,418 | 1.8% | |
| Travel | $306,672 | $245,338 | $30,667 | $30,667 | 1.7% | |
| Other employee benefits | $276,241 | $193,367 | $69,061 | $13,813 | 1.6% | |
| Payroll taxes | $239,619 | - | $239,619 | - | 1.3% | |
| Pension plan contributions | $156,075 | $109,252 | $39,019 | $7,804 | 0.9% | |
| Fees: accounting | $111,902 | $95,117 | $16,785 | - | 0.6% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $81,770 | $69,504 | $12,266 | - | 0.5% |
| All other expenses | $52,412 | $1,479,685 | -$1,529,337 | $102,064 | 0.3% | |
| Insurance | $47,623 | - | $47,623 | - | 0.3% | |
| Other (as described) | ADMINISTRATIVE FEES | $40,957 | - | $40,957 | - | 0.2% |
| Advertising and promotion | $17,688 | $16,858 | $830 | - | 0.1% | |
| Total | $17,814,339 | 100% |
2015 · Form 990 · $15,565,748 spent · pay $4,291,032 · grants $3,052,091 · events $141,061
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $4,195,072 | $4,195,072 | - | - | 27.0% | |
| Grants to US organizations and governments | $3,052,091 | $3,052,091 | - | - | 19.6% | |
| Other salaries and wages | $2,642,921 | $1,850,045 | $660,730 | $132,146 | 17.0% | |
| Fees: other services | $978,409 | $832,949 | $145,894 | -$434 | 6.3% | |
| Pay: officers, directors, trustees, key employees | $774,163 | $541,907 | $193,547 | $38,709 | 5.0% | |
| Occupancy | $638,604 | $95,791 | $542,813 | - | 4.1% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $517,996 | $517,996 | - | - | 3.3% |
| Other employee benefits | $412,842 | $288,894 | $103,289 | $20,659 | 2.7% | |
| Office expenses | $336,073 | $254,812 | $71,212 | $10,049 | 2.2% | |
| Depreciation and depletion | $332,007 | - | $332,007 | - | 2.1% | |
| Information technology | $320,122 | $280,167 | $39,955 | - | 2.1% | |
| Payroll taxes | $253,293 | - | $253,293 | - | 1.6% | |
| Fees: legal | $252,999 | $202,399 | $50,600 | - | 1.6% | |
| Travel | $222,460 | $177,969 | $44,491 | - | 1.4% | |
| Pension plan contributions | $207,813 | $145,469 | $51,953 | $10,391 | 1.3% | |
| Conferences, conventions and meetings | $141,061 | $126,955 | $7,053 | $7,053 | 0.9% | |
| Fees: accounting | $95,105 | $80,966 | $14,181 | -$42 | 0.6% | |
| Other (as described) | ADMINISTRATIVE FEES | $42,170 | - | $42,170 | - | 0.3% |
| All other expenses | $36,103 | $26,102 | $10,001 | - | 0.2% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $35,144 | $29,872 | $5,272 | - | 0.2% |
| Other (as described) | COMMISSIONS | $28,686 | $28,686 | - | - | 0.2% |
| Advertising and promotion | $26,277 | $23,914 | $2,363 | - | 0.2% | |
| Insurance | $24,337 | - | $24,337 | - | 0.2% | |
| Total | $15,565,748 | 100% |
2014 · Form 990 · $14,680,425 spent · pay $3,811,659 · grants $3,007,389 · events $82,058
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $3,814,163 | $3,814,163 | - | - | 26.0% | |
| Grants to US organizations and governments | $3,004,389 | $3,004,389 | - | - | 20.5% | |
| Other salaries and wages | $2,382,043 | $1,667,430 | $595,511 | $119,102 | 16.2% | |
| Fees: other services | $1,262,681 | $1,080,467 | $184,610 | -$2,396 | 8.6% | |
| Pay: officers, directors, trustees, key employees | $682,894 | $478,332 | $170,468 | $34,094 | 4.7% | |
| Occupancy | $555,444 | $83,316 | $472,128 | - | 3.8% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $375,397 | $375,397 | - | - | 2.6% |
| Other employee benefits | $367,850 | $259,214 | $90,530 | $18,106 | 2.5% | |
| Office expenses | $340,081 | $239,290 | $91,808 | $8,983 | 2.3% | |
| Depreciation and depletion | $316,796 | - | $316,796 | - | 2.2% | |
| Payroll taxes | $243,700 | - | $243,700 | - | 1.7% | |
| Information technology | $229,335 | $201,685 | $27,650 | - | 1.6% | |
| Travel | $222,990 | $178,168 | $22,634 | $22,188 | 1.5% | |
| Fees: accounting | $218,508 | $180,859 | $37,855 | -$206 | 1.5% | |
| Pension plan contributions | $135,172 | $94,620 | $33,793 | $6,759 | 0.9% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $117,972 | $100,276 | $17,696 | - | 0.8% |
| Fees: legal | $115,835 | $92,668 | $23,167 | - | 0.8% | |
| Conferences, conventions and meetings | $82,058 | $73,852 | $4,103 | $4,103 | 0.6% | |
| Fees: investment management | $66,816 | $33,408 | $33,408 | - | 0.5% | |
| Insurance | $60,103 | - | $60,103 | - | 0.4% | |
| Other (as described) | COMMISSIONS | $34,249 | $34,249 | - | - | 0.2% |
| All other expenses | $22,405 | $1,154,729 | -$1,214,805 | $82,481 | 0.2% | |
| Other (as described) | REGISTRATION FEES | $22,186 | $22,186 | - | - | 0.2% |
| Advertising and promotion | $4,358 | $4,358 | - | - | 0.0% | |
| Grants outside the US | $3,000 | $3,000 | - | - | 0.0% | |
| Total | $14,680,425 | 100% |
2013 · Form 990 · $12,549,701 spent · pay $3,952,905 · grants $2,461,354 · events $43,972
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $3,641,401 | $3,641,401 | - | - | 29.0% | |
| Grants to US organizations and governments | $2,461,354 | $2,461,354 | - | - | 19.6% | |
| Other salaries and wages | $2,287,240 | $1,601,068 | $457,448 | $228,724 | 18.2% | |
| Pay: officers, directors, trustees, key employees | $1,028,571 | $720,248 | $205,549 | $102,774 | 8.2% | |
| Fees: other services | $781,470 | $697,053 | $43,776 | $40,641 | 6.2% | |
| Occupancy | $491,910 | $73,787 | $418,123 | - | 3.9% | |
| Other employee benefits | $301,767 | $212,086 | $59,787 | $29,894 | 2.4% | |
| Office expenses | $300,147 | $234,943 | $48,949 | $16,255 | 2.4% | |
| Travel | $243,512 | $194,810 | $24,351 | $24,351 | 1.9% | |
| Depreciation and depletion | $242,120 | - | $242,120 | - | 1.9% | |
| Payroll taxes | $227,052 | - | $227,052 | - | 1.8% | |
| Fees: legal | $180,525 | $140,810 | $36,105 | $3,610 | 1.4% | |
| Information technology | $176,252 | $150,484 | $25,768 | - | 1.4% | |
| Pension plan contributions | $108,275 | $75,792 | $21,655 | $10,828 | 0.9% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $89,819 | $76,346 | $13,473 | - | 0.7% |
| Fees: accounting | $87,810 | $87,092 | -$1,657 | $2,375 | 0.7% | |
| Fees: investment management | $70,164 | $35,082 | $35,082 | - | 0.6% | |
| Other (as described) | MISCELLANEOUS | $48,576 | - | $48,576 | - | 0.4% |
| Conferences, conventions and meetings | $43,972 | $39,574 | $2,199 | $2,199 | 0.4% | |
| Other (as described) | REGISTRATION FEES | $40,396 | $40,396 | - | - | 0.3% |
| Other (as described) | COMMISSIONS | $36,748 | $36,748 | - | - | 0.3% |
| Insurance | $33,057 | - | $33,057 | - | 0.3% | |
| Advertising and promotion | $1,309 | $1,309 | - | - | 0.0% | |
| All other expenses | -$373,746 | $563,865 | -$1,073,416 | $135,805 | -3.0% | |
| Total | $12,549,701 | 100% |
2012 · Form 990 · $12,107,067 spent · pay $3,644,432 · grants $2,443,966 · events $75,690
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $4,028,121 | $4,028,121 | - | - | 33.3% | |
| Grants to US organizations and governments | $2,443,966 | $2,443,966 | - | - | 20.2% | |
| Other salaries and wages | $2,324,180 | $1,626,926 | $464,836 | $232,418 | 19.2% | |
| Fees: other services | $726,360 | $619,849 | $72,075 | $34,436 | 6.0% | |
| Pay: officers, directors, trustees, key employees | $595,776 | $417,043 | $119,155 | $59,578 | 4.9% | |
| Occupancy | $493,873 | $74,081 | $419,792 | - | 4.1% | |
| Other employee benefits | $347,705 | $243,393 | $69,541 | $34,771 | 2.9% | |
| Payroll taxes | $262,427 | - | $262,427 | - | 2.2% | |
| Travel | $245,180 | $196,144 | $24,518 | $24,518 | 2.0% | |
| Depreciation and depletion | $205,843 | - | $205,843 | - | 1.7% | |
| Office expenses | $193,298 | $148,731 | $41,198 | $3,369 | 1.6% | |
| Fees: accounting | $154,852 | $132,145 | $15,366 | $7,341 | 1.3% | |
| Information technology | $135,336 | $114,049 | $21,287 | - | 1.1% | |
| Pension plan contributions | $114,344 | $80,041 | $22,869 | $11,434 | 0.9% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $96,163 | $81,739 | $14,424 | - | 0.8% |
| Conferences, conventions and meetings | $75,690 | $68,122 | $3,784 | $3,784 | 0.6% | |
| Fees: investment management | $59,538 | $29,769 | $29,769 | - | 0.5% | |
| Other (as described) | COMMISSIONS | $57,720 | $57,720 | - | - | 0.5% |
| Fees: legal | $57,090 | $44,530 | $11,418 | $1,142 | 0.5% | |
| Other (as described) | REGISTRATION FEES | $47,187 | $47,187 | - | - | 0.4% |
| Other (as described) | NRFC ADMINISTRATION EXP | $38,433 | $38,433 | - | - | 0.3% |
| Insurance | $27,160 | - | $27,160 | - | 0.2% | |
| Advertising and promotion | $1,100 | $1,100 | - | - | 0.0% | |
| All other expenses | -$624,275 | $267,041 | -$1,019,846 | $128,530 | -5.2% | |
| Total | $12,107,067 | 100% |
2011 · Form 990 · $16,429,261 spent · pay $3,430,485 · grants $3,462,025 · events $98,247
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Interest | $4,648,647 | $4,648,647 | - | - | 28.3% | |
| Grants to US organizations and governments | $3,462,025 | $3,462,025 | - | - | 21.1% | |
| Other salaries and wages | $2,117,040 | $1,481,928 | $423,408 | $211,704 | 12.9% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $1,789,186 | $1,789,186 | - | - | 10.9% |
| Fees: other services | $1,635,407 | $1,443,699 | $111,503 | $80,205 | 10.0% | |
| Pay: officers, directors, trustees, key employees | $524,317 | $367,022 | $104,863 | $52,432 | 3.2% | |
| Other employee benefits | $399,586 | $279,710 | $79,917 | $39,959 | 2.4% | |
| Occupancy | $387,312 | $58,097 | $329,215 | - | 2.4% | |
| Payroll taxes | $271,800 | - | $271,800 | - | 1.7% | |
| Travel | $193,726 | $154,982 | $19,372 | $19,372 | 1.2% | |
| Fees: accounting | $137,116 | $121,042 | $9,349 | $6,725 | 0.8% | |
| Depreciation and depletion | $118,069 | - | $118,069 | - | 0.7% | |
| Pension plan contributions | $117,742 | $82,419 | $23,549 | $11,774 | 0.7% | |
| Fees: legal | $107,010 | $83,468 | $21,402 | $2,140 | 0.7% | |
| Conferences, conventions and meetings | $98,247 | $88,423 | $4,912 | $4,912 | 0.6% | |
| Office expenses | $84,525 | $65,883 | $16,875 | $1,767 | 0.5% | |
| Other (as described) | NRFC ADMINISTRATION EXP | $66,774 | $66,774 | - | - | 0.4% |
| Other (as described) | COMMISSIONS | $55,663 | $55,663 | - | - | 0.3% |
| Fees: investment management | $55,620 | $27,810 | $27,810 | - | 0.3% | |
| Other (as described) | REGISTRATION FEES | $52,356 | $52,356 | - | - | 0.3% |
| All other expenses | $40,711 | $1,213,768 | -$1,341,729 | $168,672 | 0.2% | |
| Information technology | $35,391 | $30,965 | $4,426 | - | 0.2% | |
| Insurance | $29,436 | - | $29,436 | - | 0.2% | |
| Advertising and promotion | $1,555 | $1,555 | - | - | 0.0% | |
| Total | $16,429,261 | 100% |
2010 · Form 990 · $17,414,468 spent · pay $3,477,592 · grants $5,927,650 · events $86,860
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $5,841,600 | $5,841,600 | - | - | 33.5% | |
| Interest | $5,137,224 | $5,137,224 | - | - | 29.5% | |
| Other salaries and wages | $2,001,730 | $1,401,211 | $400,346 | $200,173 | 11.5% | |
| Fees: other services | $1,154,398 | $1,036,760 | $60,040 | $57,598 | 6.6% | |
| Pay: officers, directors, trustees, key employees | $791,530 | $554,071 | $158,306 | $79,153 | 4.5% | |
| Other (as described) | PROVISION FOR LOAN LOSS | $635,144 | $635,144 | - | - | 3.6% |
| Other employee benefits | $337,830 | $236,481 | $67,566 | $33,783 | 1.9% | |
| Travel | $251,492 | $201,194 | $25,149 | $25,149 | 1.4% | |
| Payroll taxes | $243,170 | - | $243,170 | - | 1.4% | |
| Fees: legal | $154,766 | $120,717 | $30,954 | $3,095 | 0.9% | |
| Fees: accounting | $111,292 | $86,808 | $22,258 | $2,226 | 0.6% | |
| Pension plan contributions | $103,332 | $72,332 | $20,667 | $10,333 | 0.6% | |
| Other (as described) | NRFC ADMINISTRATION EXP | $87,340 | $87,340 | - | - | 0.5% |
| Conferences, conventions and meetings | $86,860 | $78,173 | $4,342 | $4,345 | 0.5% | |
| Grants to US individuals | $86,050 | $86,050 | - | - | 0.5% | |
| Depreciation and depletion | $71,567 | - | $71,567 | - | 0.4% | |
| Other (as described) | REGISTRATION FEES | $71,073 | $71,073 | - | - | 0.4% |
| Occupancy | $64,016 | $9,603 | $54,413 | - | 0.4% | |
| Other (as described) | DUES & SUBSCRIPTIONS | $56,907 | $48,371 | $8,536 | - | 0.3% |
| Other (as described) | COMMISSIONS | $53,592 | $53,592 | - | - | 0.3% |
| Fees: investment management | $28,034 | $14,017 | $14,017 | - | 0.2% | |
| Insurance | $20,081 | - | $20,081 | - | 0.1% | |
| Office expenses | $12,885 | $10,129 | $2,508 | $248 | 0.1% | |
| Advertising and promotion | $5,112 | $5,112 | - | - | 0.0% | |
| Information technology | $3,776 | $3,436 | $340 | - | 0.0% | |
| All other expenses | $3,667 | $773,107 | -$879,884 | $110,444 | 0.0% | |
| Total | $17,414,468 | 100% |
Donor-advised funds
Donors to individual donor-advised funds are not public. These filings show what the sponsor reports, not who gave.
As reported on Schedule D Part I (and the Form 990 Part IV question “did the organization maintain donor advised funds”). Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
| Maintains DAFs | DAFs held | Contributions | Grants | Value at year end | Other funds held | Other contributions | Other grants | Other value at year end |
|---|---|---|---|---|---|---|---|---|
| 2016 · Form 990 | ||||||||
| Yes | 0 | $982,589 | $2,275,081 | $0 | - | - | - | - |
| 2015 · Form 990 | ||||||||
| Yes | 268 | $2,129,286 | $3,102,604 | $15,444,129 | - | - | - | - |
| 2014 · Form 990 | ||||||||
| Yes | 47 | $4,153,850 | $3,421,738 | $16,142,370 | - | - | - | - |
| 2013 · Form 990 | ||||||||
| Yes | 282 | $2,842,934 | $2,669,514 | $15,310,259 | - | - | - | - |
| 2012 · Form 990 | ||||||||
| Yes | 280 | $2,928,195 | $2,443,956 | $15,136,840 | - | - | - | - |
| 2011 · Form 990 | ||||||||
| Yes | 276 | $7,591,074 | $3,008,005 | $14,140,210 | - | - | - | - |
| 2010 · Form 990 | ||||||||
| Yes | 444 | $4,101,852 | $3,771,061 | $25,738,471 | - | - | - | - |
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 year | Grants and other assistance | Contracts | Awards |
|---|---|---|---|
| 2015 | $892,574 | $0 | 3 |
| 2013 | $2,346,100 | $0 | 2 |
| 2012 | $1,453,806 | $0 | 1 |
| 2011 | $1,500,000 | $0 | 1 |
| 2010 | $750,000 | $0 | 1 |
Largest awards · 6 shown
| Year | Agency | Kind | Program | Description | Obligated |
|---|---|---|---|---|---|
| 2015 | Department of State | Grant or other assistance | THE SECRETARY'S OFFICE OF THE GLOBAL PARTNERSHIP INITIATIVE (S/GPI) GRANT 19.301 | INTERNATIONAL DIASPORA ENGAGEMENT ALLIANCE (IDEA) PARTNERSHIP | $892,574 |
| 2013 | Community Development Financial Institutions Fund | Grant or other assistance | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS PROGRAM 21.020 | FINANCIAL ASSISTANCE AWARD | $1,347,000 |
| 2013 | Department of State | Grant or other assistance | THE SECRETARY'S OFFICE OF THE GLOBAL PARTNERSHIP INITIATIVE (S/GPI) GRANT PROGRAMS 19.301 | INTERNATIONAL DIASPORA ENGAGEMENT ALLIANCE (IDEA) PARTNERSHIP | $999,100 |
| 2012 | Community Development Financial Institutions Fund | Grant or other assistance | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS PROGRAM 21.020 | FINANCIAL ASSISTANCE AWARD | $1,453,806 |
| 2011 | Community Development Financial Institutions Fund | Grant or other assistance | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS PROGRAM 21.020 | FINANCIAL ASSISTANCE AWARD | $1,500,000 |
| 2010 | Community Development Financial Institutions Fund | Grant or other assistance | COMMUNITY DEVELOPMENT FINANCIAL INSTITUTIONS PROGRAM 21.020 | FINANCIAL ASSISTANCE AWARD | $750,000 |
Trademarks
8 US trademarks, 5 live.
- Calvert Impact Capital, Inc. 8 marks, MD EXACT high confidence: identical full name and state
| Mark | Serial | Filed | Status | Source |
|---|---|---|---|---|
| CLIMATE UNITED | 98054182 | 2023-06-22 | Registered | TRTYRAP, file of 2026-04-03 |
| BENEFIT CHICAGO | 98008807 | 2023-05-23 | Registered | TRTYRAP, file of 2026-04-03 |
| CUT CARBON NOTE | 97507624 | 2022-07-18 | Registered | TRCFECO2, file of 2024-03-27 |
| BENEFIT CHICAGO | 87192573 | 2016-10-04 | Registered | TRTDXFAP, file of 2026-09-06 |
| OURS TO OWN | 86363874 | 2014-08-12 | Registration cancelled | TRTYRAP, file of 2026-04-03 |
| WIN-WIN | 85520533 | 2012-01-19 | Registration cancelled | TRCFECO2, file of 2024-03-27 |
| COMMUNITY INVESTMENT NOTE | 77923340 | 2010-01-29 | Registered and renewed | TRCFECO2, file of 2024-03-27 |
| COMMUNITY INVESTMENT PARTNERS | 77923312 | 2010-01-29 | Registration cancelled | TRCFECO2, 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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