COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY DAF sponsor
Cite this
Plain text COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/community-foundation-trust-of-sarasota-county-650173371. Retrieved 2026-10-27.
APA furp.org. (n.d.). COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 27, 2026, from https://furp.org/org/community-foundation-trust-of-sarasota-county-650173371
MLA “COMMUNITY FOUNDATION TRUST OF SARASOTA COUNTY.” furp.org, tax years 2009–2024, https://furp.org/org/community-foundation-trust-of-sarasota-county-650173371. Accessed 27 Oct. 2026.
Retrieved 2026-10-27; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $828K · expenses $902K · assets $15.5M
- Also known as
- SARASOTA COUNTY
- EIN
- 65-0173371
- Address
- 2635 FRUITVILLE RD, SARASOTA, FL 34237-5222
- Website
- WWW.CFSARASOTA.ORG
- NTEE code
- T11
- Exempt type
- 501(c)(3): charitable, religious, educational, scientific or literary (trust)
- Ruling date
- April 1990 (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 (supporting organization) Pub 78 ↗
- Foundation status
- Supporting organization, 509(a)(3)
- Donor-advised funds
- Sponsor: its returns say it maintains donor-advised funds (latest tax year 2024). Figures by year
- Cross-check
- ProPublica Nonprofit Explorer
Mission
COMMUNITY IMPACT POWERED BY PHILANTHROPY.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
25 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 |
|---|---|---|---|---|---|
| Roxanne G Jerde | PRESIDENT/CEO | 2010-2024 | $407,309 | $4,505,841 | 3 |
| Elizabeth Pennewill | GENERAL COUNSEL | 2015-2024 | $252,490 | $1,739,251 | 2 |
| Mischa Kirby | VP, STRATEGIC COMM & MKTG | 2018-2024 | $200,013 | $1,097,444 | 2 |
| Kirsten Russell | VP COMMUNITY IMPACT | 2019-2024 | $192,198 | $999,732 | 3 |
| Jay Young | VP PHILANTHROPY | 2021-2024 | $206,800 | $699,336 | 2 |
| Erin Jones | CFO | 2022-2024 | $268,640 | $691,179 | 4 |
| Us Trust Institution | TRUSTEE | 2015-2024 | $63,092 | $561,871 | 4 |
| Nicole Coudal | VP, HUMAN RESOURCES | 2023-2024 | $191,771 | $299,390 | 2 |
| Rina Alvarez | DIRECTOR, PHILANTHROPY | 2023-2024 | $143,308 | $274,608 | 2 |
| Julie Avins | CONTROLLER | 2023-2024 | $134,705 | $255,769 | 2 |
| Bmo Private Bank Institution | TRUSTEE | 2015-2024 | $24,389 | $169,449 | 1 |
| Hancock Whitney | TRUSTEE | 2020-2024 | $7,500 | $30,896 | 1 |
| Laura Spencer (former) | CFO/CAO THRU 7/22/22 | 2012-2022 | $171,209 | $2,094,935 | 5 |
| Marlo Duffy-Turner (former) | SVP, DONOR ENGAGEMENT | 2015-2020 | $173,883 | $838,926 | 2 |
| John Annis (former) | SVP, COMMUNITY INVESTMENT | 2012-2017 | $177,390 | $837,472 | 4 |
| Stewart Stearns (former) | PAST PRESIDENT/CEO | 2009-2011 | $222,923 | $638,585 | 1 |
| Mark Rehder (former) | PRIOR CFO | 2009-2012 | $104,508 | $488,857 | 4 |
| Tina Mroczkowski Jd (former) | CORPORATE COUNSEL | 2012-2014 | $102,618 | $292,837 | 2 |
| Ranata Reeder (former) | VP, KNOWLEDGE & EQUITY THRU 9/16/22 | 2021-2022 | $119,809 | $232,933 | 2 |
| Jocelyn Stevens (former) | VICE PRESIDENT OF DEVELOPM | 2012-2013 | $100,530 | $189,518 | 2 |
| Thomas P Waters (former) | VP OF DEVELOPMENT & DONOR RELATIONS | 2011 | $152,046 | $152,046 | 2 |
| Janet Ginn (former) | SR VICE PRESIDENT OF PHILANTHROPIC ENGAGEMENT | 2014 | $140,871 | $140,871 | 3 |
| Wendy L Hopkins (former) | VP OF GRANTS & PROGRAM SERVICES | 2011 | $116,621 | $116,621 | 2 |
| Wells Fargo Bank Na Institution (former) | TRUSTEE | 2015-2020 | $5,625 | $38,628 | 3453 |
| Michael Kennedy (former) | SVP, COMMUNITY INVESTMENT | 2018 | $25,558 | $25,558 | 2 |
Officers and directors, no compensation reported
73 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 |
|---|---|---|---|---|---|
| Terri Vitale | DIRECTOR | 2011-2024 | 1 | $0 reported | 6 |
| Daniel Deleo | DIRECTOR | 2016-2024 | 1 | $0 reported | 2 |
| Karen Hamad | DIRECTOR | 2023-2024 | 1 | $0 reported | 2 |
| David Joyner | DIRECTOR | 2023-2024 | 1 | $0 reported | 2 |
| Patricia Mathews | DIRECTOR | 2023-2024 | 1 | $0 reported | 2 |
| Dr Laura Mattia | DIRECTOR | 2022-2024 | 1 | $0 reported | 2 |
| Mercedes Soler | DIRECTOR | 2020-2024 | 1 | $0 reported | 2 |
| Dr Janet Taylor | DIRECTOR | 2020-2024 | 1 | $0 reported | 1 |
| Jeffrey Troiano | DIRECTOR | 2021-2024 | 1 | $0 reported | 2 |
| Charles E Williams | SECRETARY | 2020-2024 | 1 | $0 reported | 2 |
| Mary Lou Winnick | DIRECTOR | 2016-2024 | 1 | $0 reported | 2 |
| Andrew Stultz | TREASURER | 2020-2024 | 1 | $0 reported | 1 |
| Marilyn Thompson | CHAIR | 2016-2024 | 1 | $0 reported | 2 |
| Paul Hudson | VICE CHAIR | 2018-2024 | 1 | $0 reported | 2 |
| Daniel Denton | DIRECTOR | 2024 | 1 | $0 reported | 2 |
| Erin Duggan | DIRECTOR | 2024 | 1 | $0 reported | 2 |
| Mitzie Henson | DIRECTOR | 2024 | 1 | $0 reported | 4 |
| Felice Schulaner (former) | SECRETARY | 2015-2023 | 1 | $0 reported | 3 |
| Nellie Miller (former) | DIRECTOR | 2021-2022 | 1 | $0 reported | 2 |
| C J Fishman (former) | DIRECTOR | 2014-2022 | 1 | $0 reported | 1 |
| John Humphrey (former) | DIRECTOR | 2020-2022 | 1 | $0 reported | 2 |
| Donna Koffman (former) | DIRECTOR | 2017-2022 | 1 | $0 reported | 3 |
| Dr Rodney Linford (former) | DIRECTOR | 2014-2022 | 1 | $0 reported | 3 |
| Kelvin Lumpkin (former) | DIRECTOR | 2017-2022 | 1 | $0 reported | 2 |
| Drayton Saunders (former) | DIRECTOR | 2017-2021 | 1 | $0 reported | 9 |
| Lynn Wentworth (former) | DIRECTOR | 2019-2021 | 1 | $0 reported | 2 |
| William M Seider (former) | SECRETARY | 2014-2021 | 1 | $0 reported | 1 |
| Nelle S Miller (former) | CHAIR | 2014-2020 | 1 | $0 reported | 7 |
| Jeffrey R Mccurdy (former) | DIRECTOR | 2012-2020 | 1 | $0 reported | 2 |
| Matthew Sauer (former) | DIRECTOR | 2018-2020 | 1 | $0 reported | 2 |
| T Andrew Stultz (former) | DIRECTOR | 2017-2019 | 1 | $0 reported | 2 |
| Richard D Smith (former) | DIRECTOR | 2011-2019 | 1 | $0 reported | 4 |
| Richard Gans (former) | TREASURER | 2011-2019 | 1 | $0 reported | 3 |
| Michael R Pender (former) | DIRECTOR | 2015-2019 | 1 | $0 reported | 2 |
| Patrick Dorsey (former) | TREASURER | 2013-2017 | 1 | $0 reported | 2 |
| Rick Gomez (former) | DIRECTOR | 2015-2017 | 1 | $0 reported | 3 |
| Audrey Coleman (former) | DIRECTOR | 2009-2016 | 1 | $0 reported | 3 |
| Barbara Freeman (former) | DIRECTOR | 2009-2016 | 1 | $0 reported | 2 |
| Victoria Leopold (former) | DIRECTOR | 2009-2016 | 1 | $0 reported | 2 |
| Kathleen Roberts (former) | BOARD CHAIR | 2009-2016 | 1 | $0 reported | 2 |
| Michael Martella (former) | DIRECTOR | 2014-2015 | 1 | $0 reported | 3 |
| Duncan Finlay (former) | DIRECTOR | 2009-2015 | 1 | $0 reported | 2 |
| Orion Marx (former) | VICE CHAIR/COMMUNITY INVESTMENT | 2009-2015 | 1 | $0 reported | 2 |
| Patricia Courtois (former) | SECRETARY | 2009-2014 | 1 | $0 reported | 5 |
| Michael R Pender Jr (former) | DIRECTOR | 2011-2014 | 1 | $0 reported | 8 |
| Vincente Medina (former) | DIRECTOR | 2014 | 1 | $0 reported | 1 |
| Austin Nadwodny (former) | DIRECTOR | 2013-2014 | 1 | $0 reported | 1 |
| Phil A Delaney Jr (former) | BOARD CHAIR | 2010-2014 | 1 | $0 reported | 1 |
| Vicente Medina (former) | TREASURER & FINANCE COMMIT | 2009-2013 | 1 | $0 reported | 2 |
| L Thomas Baker Jr (former) | DIRECTOR | 2009-2013 | 1 | $0 reported | 2 |
| Steve Dahlquist (former) | DIRECTOR | 2009-2013 | 1 | $0 reported | 2 |
| Manuel Pineiro (former) | DIRECTOR | 2012-2013 | 1 | $0 reported | 2 |
| Diane Mcfarlin (former) | IMMEDIATE PAST CHAIR | 2009-2012 | 1 | $0 reported | 3 |
| Motaz Agabani Md (former) | DIRECTOR | 2009-2012 | 1 | $0 reported | 2 |
| Javier Suarez (former) | DIRECTOR | 2009-2012 | 1 | $0 reported | 2 |
| Alyssa Sweeney (former) | DIRECTOR | 2012 | 1 | $0 reported | 2 |
| Margaret Callihan (former) | BOARD CHAIR (6.1.2012-12.31.2012) | 2009-2012 | 1 | $0 reported | 4 |
| Charla Burchett (former) | PAST CHAIR | 2009-2011 | 1 | $0 reported | 5 |
| John Cranor (former) | DIRECTOR | 2009-2011 | 1 | $0 reported | 3 |
| Sarah T Moore (former) | DIRECTOR | 2011 | 1 | $0 reported | 2 |
| James Taylor (former) | DIRECTOR | 2009-2011 | 1 | $0 reported | 3 |
| Lee Wetherington (former) | DIRECTOR | 2009-2011 | 1 | $0 reported | 2 |
| J Garret Heard (former) | DIRECTOR | 2010-2011 | 1 | $0 reported | 1 |
| L Thomas Baker (former) | DIRECTOR | 2010 | 1 | $0 reported | 2 |
| Frederick D Lugar Cpa (former) | DIRECTOR | 2009-2010 | 1 | $0 reported | 2 |
| Barry F Spivey Esq (former) | DIRECTOR | 2009-2010 | 1 | $0 reported | 2 |
| Aaron Thiel (former) | DIRECTOR | 2009-2010 | 1 | $0 reported | 2 |
| Jim Shedivy (former) | PAST CHAIR | 2009-2010 | 1 | $0 reported | 2 |
| Gina Mascio (former) | TREASURER | 2009-2010 | 1 | $0 reported | 2 |
| Ervin Sande (former) | INVESTMENT COMMITTEE CO- | 2009-2010 | 1 | $0 reported | 2 |
| Philip A Delaney Jr (former) | DIRECTOR | 2009 | 1 | $0 reported | 5 |
| J GARRETt HEARD IV (former) | DIRECTOR | 2009 | 1 | $0 reported | 2 |
| J RONALD SKIPPER esq (former) | DIRECTOR | 2009 | 1 | $0 reported | 2 |
People by year
2024 · 29 people listed · 12 paid, $2.1M · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $365,146 | $42,163 | $407,309 | 3 |
| ERIN JONES | CFO | 40 | $0 | $235,315 | $33,325 | $268,640 | 4 |
| ELIZABETH PENNEWILL | GENERAL COUNSEL | 40 | $0 | $221,095 | $31,395 | $252,490 | 2 |
| JAY YOUNG | VP PHILANTHROPY | 40 | $0 | $156,688 | $50,112 | $206,800 | 2 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG | 40 | $0 | $173,422 | $26,591 | $200,013 | 2 |
| KIRSTEN RUSSELL | VP COMMUNITY IMPACT | 40 | $0 | $163,954 | $28,244 | $192,198 | 3 |
| NICOLE COUDAL | VP, HUMAN RESOURCES | 40 | $0 | $165,361 | $26,410 | $191,771 | 2 |
| RINA ALVAREZ | DIRECTOR, PHILANTHROPY | 40 | $0 | $124,144 | $19,164 | $143,308 | 2 |
| JULIE AVINS | CONTROLLER | 40 | $0 | $104,912 | $29,793 | $134,705 | 2 |
| US TRUST Institution | TRUSTEE | 1 | $63,092 | $0 | $0 | $63,092 | 4 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $24,389 | $0 | $0 | $24,389 | 1 |
| HANCOCK WHITNEY | TRUSTEE | 1 | $7,500 | $0 | $0 | $7,500 | 1 |
| DANIEL DELEO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DANIEL DENTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ERIN DUGGAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KAREN HAMAD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MITZIE HENSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| DAVID JOYNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICIA MATHEWS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR LAURA MATTIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MERCEDES SOLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR JANET TAYLOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY TROIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| MARY LOU WINNICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ANDREW STULTZ | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARILYN THOMPSON | CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| CHARLES E WILLIAMS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 2 |
| PAUL HUDSON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2023 · 27 people listed · 12 paid, $1.9M · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $372,878 | $39,021 | $411,899 | 3 |
| ERIN JONES | CFO | 40 | $0 | $210,016 | $29,895 | $239,911 | 4 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 40 | $0 | $203,517 | $28,874 | $232,391 | 2 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG | 40 | $0 | $170,573 | $24,062 | $194,635 | 2 |
| JAY YOUNG | VP PHILANTHROPY | 40 | $0 | $149,433 | $44,662 | $194,095 | 2 |
| KIRSTEN RUSSELL | VP COMMUNITY IMPACT | 40 | $0 | $168,110 | $25,775 | $193,885 | 3 |
| RINA ALVAREZ | DIRECTOR, PHILANTHROPY | 40 | $0 | $114,556 | $16,744 | $131,300 | 2 |
| JULIE AVINS | CONTROLLER | 40 | $0 | $101,479 | $19,585 | $121,064 | 2 |
| NICOLE COUDAL | VP, HUMAN RESOURCES | 40 | $0 | $96,312 | $11,307 | $107,619 | 2 |
| US TRUST Institution | TRUSTEE | 1 | $59,660 | $0 | $0 | $59,660 | 4 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $23,010 | $0 | $0 | $23,010 | 1 |
| HANCOCK WHITNEY | TRUSTEE | 1 | $7,500 | $0 | $0 | $7,500 | 1 |
| DANIEL DELEO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KAREN HAMAD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DAVID JOYNER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICIA MATHEWS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR LAURA MATTIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MERCEDES SOLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR JANET TAYLOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY TROIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| CHARLES E WILLIAMS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY LOU WINNICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ANDREW STULTZ | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| MARILYN THOMPSON | CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| FELICE SCHULANER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| PAUL HUDSON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2022 · 28 people listed · 11 paid, $1.7M · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $346,726 | $38,005 | $384,731 | 3 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 40 | $0 | $195,352 | $25,969 | $221,321 | 2 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG | 40 | $0 | $164,667 | $21,501 | $186,168 | 2 |
| ERIN JONES | CFO EFF. 7/22/22 | 40 | $0 | $159,785 | $22,843 | $182,628 | 4 |
| KIRSTEN RUSSELL | VP COMMUNITY IMPACT | 40 | $0 | $155,053 | $22,184 | $177,237 | 3 |
| LAURA SPENCER | CFO/CAO THRU 7/22/22 | 40 | $0 | $151,914 | $19,295 | $171,209 | 5 |
| JAY YOUNG | VP PHILANTHROPY | 40 | $0 | $137,088 | $32,474 | $169,562 | 2 |
| RANATA REEDER | VP, KNOWLEDGE & EQUITY THRU 9/16/22 | 40 | $0 | $107,289 | $12,520 | $119,809 | 2 |
| US TRUST Institution | TRUSTEE | 1 | $57,911 | $0 | $0 | $57,911 | 4 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $17,918 | $0 | $0 | $17,918 | 1 |
| HANCOCK WHITNEY | TRUSTEE | 1 | $7,500 | $0 | $0 | $7,500 | 1 |
| C J FISHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL HUDSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN HUMPHREY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DONNA KOFFMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DR RODNEY LINFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KELVIN LUMPKIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR LAURA MATTIA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| NELLIE MILLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MERCEDES SOLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR JANET TAYLOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY TROIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CHARLES E WILLIAMS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY LOU WINNICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ANDREW STULTZ | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL DELEO | CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| FELICE SCHULANER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| MARILYN THOMPSON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2021 · 29 people listed · 10 paid, $1.5M · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $322,258 | $36,141 | $358,399 | 3 |
| LAURA SPENCER | CFO/CAO | 40 | $0 | $217,557 | $28,355 | $245,912 | 5 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 40 | $0 | $198,289 | $26,396 | $224,685 | 2 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG | 40 | $0 | $157,371 | $22,380 | $179,751 | 2 |
| KIRSTEN RUSSELL | VP, COMMUNITY IMPACT | 40 | $0 | $149,717 | $21,282 | $170,999 | 3 |
| JAY YOUNG | VP, PHILANTHROPY | 40 | $0 | $110,090 | $18,789 | $128,879 | 2 |
| RANATA REEDER | VP, KNOWLEDGE & EQUITY | 40 | $0 | $108,277 | $4,847 | $113,124 | 2 |
| US TRUST Institution | TRUSTEE | 1 | $63,688 | $0 | $0 | $63,688 | 4 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $20,907 | $0 | $0 | $20,907 | 1 |
| HANCOCK WHITNEY | TRUSTEE | 1 | $7,500 | $0 | $0 | $7,500 | 1 |
| C J FISHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL HUDSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN HUMPHREY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DONNA KOFFMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DR RODNEY LINFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KELVIN LUMPKIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| NELLIE MILLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DRAYTON SAUNDERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
| FELICE SCHULANER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MERCEDES SOLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR JANET TAYLOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY TROIANO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LYNN WENTWORTH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CHARLES E WILLIAMS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY LOU WINNICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ANDREW STULTZ | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL DELEO | CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM M SEIDER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| MARILYN THOMPSON | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2020 · 30 people listed · 10 paid, $1.4M · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $325,091 | $34,003 | $359,094 | 3 |
| LAURA SPENCER | CFO/CAO | 40 | $0 | $217,256 | $28,426 | $245,682 | 5 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 40 | $0 | $189,358 | $25,699 | $215,057 | 2 |
| MARLO DUFFY-TURNER | SVP, DONOR ENGAGEMENT | 40 | $0 | $149,770 | $24,113 | $173,883 | 2 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG | 40 | $0 | $148,721 | $20,800 | $169,521 | 2 |
| KIRSTEN RUSSELL | VP, COMMUNITY IMPACT | 40 | $0 | $143,931 | $11,391 | $155,322 | 3 |
| US TRUST Institution | TRUSTEE | 1 | $61,383 | $0 | $0 | $61,383 | 4 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $20,098 | $0 | $0 | $20,098 | 1 |
| WELLS FARGO Institution | TRUSTEE | 1 | $5,625 | $0 | $0 | $5,625 | 3453 |
| HANCOCK WHITNEY | TRUSTEE | 1 | $896 | $0 | $0 | $896 | 1 |
| C J FISHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL HUDSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN HUMPHREY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DONNA KOFFMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DR RODNEY LINFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KELVIN LUMPKIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY R MCCURDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW SAUER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DRAYTON SAUNDERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
| FELICE SCHULANER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MERCEDES SOLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DR JANET TAYLOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARILYN THOMPSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| LYNN WENTWORTH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| CHARLES E WILLIAMS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY LOU WINNICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ANDREW STULTZ | TREASURER | 1 | $0 | $0 | $0 | $0 | 1 |
| NELLE S MILLER | CHAIR | 1 | $0 | $0 | $0 | $0 | 7 |
| WILLIAM M SEIDER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL DELEO | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2019 · 29 people listed · 9 paid, $1.3M · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $310,438 | $33,095 | $343,533 | 3 |
| LAURA SPENCER | CFO/CAO | 40 | $0 | $197,408 | $26,815 | $224,223 | 5 |
| MARLO DUFFY-TURNER | SVP, PHILANTHROPY | 40 | $0 | $155,046 | $33,473 | $188,519 | 2 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 40 | $0 | $150,978 | $21,807 | $172,785 | 2 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG | 40 | $0 | $132,144 | $10,381 | $142,525 | 2 |
| KIRSTEN RUSSELL | VP, COMMUNITY IMPACT | 40 | $0 | $100,329 | $9,762 | $110,091 | 3 |
| US TRUST Institution | TRUSTEE | 1 | $57,732 | $0 | $0 | $57,732 | 4 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $18,127 | $0 | $0 | $18,127 | 1 |
| WELLS FARGO Institution | TRUSTEE | 1 | $7,712 | $0 | $0 | $7,712 | 3453 |
| C J FISHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL HUDSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DONNA KOFFMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DR RODNEY LINFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KELVIN LUMPKIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY R MCCURDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL R PENDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW SAUER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DRAYTON SAUNDERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
| FELICE SCHULANER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD D SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| T ANDREW STULTZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARILYN THOMPSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| LYNN WENTWORTH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARY LOU WINNICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD GANS | TREASURER | 1 | $0 | $0 | $0 | $0 | 3 |
| NELLE S MILLER | CHAIR | 1 | $0 | $0 | $0 | $0 | 7 |
| WILLIAM M SEIDER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| DANIEL DELEO | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
2018 · 28 people listed · 9 paid, $1.0M · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $293,517 | $33,020 | $326,537 | 3 |
| LAURA SPENCER | CFO | 40 | $0 | $187,665 | $25,821 | $213,486 | 5 |
| MARLO DUFFY-TURNER | SVP, DONOR ENGAGEMENT | 40 | $0 | $147,990 | $31,750 | $179,740 | 2 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 32 | $0 | $130,011 | $19,686 | $149,697 | 2 |
| US TRUST Institution | TRUSTEE | 1 | $62,264 | $0 | $0 | $62,264 | 4 |
| MICHAEL KENNEDY | SVP, COMMUNITY INVESTMENT | 40 | $0 | $25,558 | $0 | $25,558 | 2 |
| MISCHA KIRBY | VP, STRATEGIC COMM & MKTG | 40 | $0 | $24,831 | $0 | $24,831 | 2 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $17,751 | $0 | $0 | $17,751 | 1 |
| WELLS FARGO Institution | TRUSTEE | 1 | $8,243 | $0 | $0 | $8,243 | 3453 |
| C J FISHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PAUL HUDSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DONNA KOFFMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DR RODNEY LINFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KELVIN LUMPKIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY R MCCURDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL R PENDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MATTHEW SAUER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DRAYTON SAUNDERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
| FELICE SCHULANER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD D SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| T ANDREW STULTZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARILYN THOMPSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| MARY LOU WINNICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DANIEL DELEO | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD GANS | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM M SEIDER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| NELLE S MILLER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 7 |
2017 · 27 people listed · 8 paid, $1.1M · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $280,001 | $33,266 | $313,267 | 3 |
| LAURA SPENCER | CFO | 40 | $0 | $177,642 | $25,549 | $203,191 | 5 |
| JOHN ANNIS | SVP, COMMUNITY INVESTMENT | 40 | $0 | $162,619 | $14,771 | $177,390 | 4 |
| MARLO DUFFY-TURNER | SVP, DONOR ENGAGEMENT | 40 | $0 | $140,439 | $23,149 | $163,588 | 2 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 32 | $0 | $116,495 | $19,157 | $135,652 | 2 |
| US TRUST Institution | TRUSTEE | 1 | $67,800 | $0 | $0 | $67,800 | 4 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $16,407 | $0 | $0 | $16,407 | 1 |
| WELLS FARGO Institution | TRUSTEE | 1 | $8,790 | $0 | $0 | $8,790 | 3453 |
| DANIEL DELEO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| C J FISHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICK GOMEZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DONNA KOFFMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| RODNEY LINFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| KELVIN LUMPKIN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY R MCCURDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL R PENDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DRAYTON SAUNDERS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 9 |
| FELICE SCHULANER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| RICHARD SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| T ANDREW STULTZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MARILYN THOMPSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| MARY LOU WINNICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK DORSEY | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD GANS | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM M SEIDER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 1 |
| NELLE S MILLER | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 7 |
2016 · 27 people listed · 8 paid, $998K · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $267,264 | $31,829 | $299,093 | 3 |
| LAURA SPENCER | CFO | 40 | $0 | $172,599 | $23,742 | $196,341 | 5 |
| JOHN ANNIS | SVP, COMMUNITY INVESTMENT | 40 | $0 | $151,089 | $14,519 | $165,608 | 4 |
| MARLO TURNER | SVP, DONOR ENGAGEMENT | 40 | $0 | $125,319 | $7,877 | $133,196 | 2 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 30 | $0 | $109,562 | $6,542 | $116,104 | 2 |
| US TRUST Institution | TRUSTEE | 1 | $68,341 | $0 | $0 | $68,341 | 4 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $10,842 | $0 | $0 | $10,842 | 1 |
| WELLS FARGO Institution | TRUSTEE | 1 | $8,258 | $0 | $0 | $8,258 | 3453 |
| AUDREY COLEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DANIEL DELEO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| C J FISHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA FREEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RICK GOMEZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| VICTORIA LEOPOLD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RODNEY LINFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFFREY R MCCURDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL R PENDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| FELICE SCHULANER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM M SEIDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| MARILYN THOMPSON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| MARY LOU WINNICK | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICK DORSEY | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD GANS | VICE CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| KATHLEEN ROBERTS | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| NELLE S MILLER | SECRETARY | 1 | $0 | $0 | $0 | $0 | 7 |
2015 · 27 people listed · 4 paid, $637K · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $251,605 | $31,112 | $282,717 | 3 |
| LAURA SPENCER | CFO | 40 | $0 | $165,675 | $22,297 | $187,972 | 5 |
| JOHN ANNIS | SVP, COMMUNITY INVESTMENT | 40 | $0 | $134,646 | $12,976 | $147,622 | 4 |
| ELIZABETH PENNEWILL | CORPORATE COUNSEL | 30 | $0 | $19,069 | $0 | $19,069 | 2 |
| AUDREY COLEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DUNCAN FINLAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| C J FISHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA FREEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RICK GOMEZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| VICTORIA LEOPOLD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RODNEY LINFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL MARTELLA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| JEFFREY R MCCURDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| NELLE S MILLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| MICHAEL R PENDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| FELICE SCHULANER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| WILLIAM M SEIDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| RICHARD SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| WELLS FARGO Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 3453 |
| BMO PRIVATE BANK Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 1 |
| US TRUST Institution | TRUSTEE | 1 | $0 | $0 | $0 | $0 | 4 |
| PATRICK DORSEY | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD GANS | VICE CHAIR/SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| KATHLEEN ROBERTS | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| ORION MARX | VICE CHAIR/COMMUNITY INVESTMENT | 1 | $0 | $0 | $0 | $0 | 2 |
| MARLO TURNER | SVP, DONOR ENGAGEMENT | 40 | $0 | $0 | $0 | $0 | 2 |
2014 · 26 people listed · 5 paid, $830K · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $240,981 | $33,904 | $274,885 | 3 |
| LAURA SPENCER | CFO | 40 | $0 | $148,587 | $31,895 | $180,482 | 5 |
| JANET GINN | SR VICE PRESIDENT OF PHILANTHROPIC ENGAGEMENT | 40 | $0 | $135,466 | $5,405 | $140,871 | 3 |
| JOHN ANNIS | SR. VICE PRESIDENT, COMMUNITY | 40 | $0 | $118,987 | $11,709 | $130,696 | 4 |
| TINA MROCZKOWSKI JD | CORPORATE COUNSEL | 32 | $0 | $93,409 | $9,209 | $102,618 | 2 |
| RICHARD GANS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| AUDREY COLEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| C J FISHMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| BARBARA FREEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RODNEY LINFORD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| MICHAEL P MARTELLA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| VINCENTE MEDINA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| MICHAEL R PENDER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| NELLE S MILLER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 7 |
| DUNCAN FINLAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| VICTORIA LEOPOLD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| AUSTIN NADWODNY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY R MCCURDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| WILLIAM M SEIDER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| PATRICK DORSEY | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICIA COURTOIS | SECRETARY | 1 | $0 | $0 | $0 | $0 | 5 |
| KATHLEEN ROBERTS | VICE CHAIR/GOVERNANCE | 1 | $0 | $0 | $0 | $0 | 2 |
| ORION MARX | VICE CHAIR/COMMUNITY INVES | 1 | $0 | $0 | $0 | $0 | 2 |
| PHIL A DELANEY JR | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
2013 · 24 people listed · 5 paid, $773K · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $221,814 | $41,619 | $263,433 | 3 |
| LAURA SPENCER | CFO | 40 | $0 | $165,068 | $14,482 | $179,550 | 5 |
| JOHN ANNIS | VICE PRESIDENT, COMMUNITY | 40 | $0 | $105,765 | $13,056 | $118,821 | 4 |
| TINA MROCZKOWSKI JD | CORPORATE COUNSEL | 27 | $0 | $98,476 | $12,459 | $110,935 | 2 |
| JOCELYN STEVENS | VICE PRESIDENT OF DEVELOPM | 40 | $0 | $81,101 | $19,429 | $100,530 | 2 |
| RICHARD GANS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| AUDREY COLEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| L THOMAS BAKER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BARBARA FREEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHLEEN ROBERTS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| STEVE DAHLQUIST | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MANUEL PINEIRO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL R PENDER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| PATRICK DORSEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DUNCAN FINLAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| VICTORIA LEOPOLD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| AUSTIN NADWODNY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| JEFFREY R MCCURDY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| VICENTE MEDINA | TREASURER & FINANCE COMMIT | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICIA COURTOIS | VICE CHAIR/SECRETARY | 1 | $0 | $0 | $0 | $0 | 5 |
| ORION MARX | VICE CHAIR/COMMUNITY INVESTMENT BOARD LIAISON | 1 | $0 | $0 | $0 | $0 | 2 |
| PHIL A DELANEY JR | BOARD CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
2012 · 28 people listed · 6 paid, $691K · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $233,650 | $40,450 | $274,100 | 3 |
| MARK REHDER | PRIOR CFO | 40 | $0 | $91,986 | $12,522 | $104,508 | 4 |
| JOHN ANNIS | VICE PRESIDENT, COMMUNITY INVESTMENT | 40 | $0 | $96,637 | $698 | $97,335 | 4 |
| JOCELYN STEVENS | VICE PRESIDENT OF DEVELOPMENT & DONOR RELATIONS | 40 | $0 | $67,893 | $21,095 | $88,988 | 2 |
| TINA MROCZKOWSKI JD | CORPORATE COUNSEL | 27 | $0 | $77,140 | $2,144 | $79,284 | 2 |
| LAURA SPENCER | CFO | 40 | $0 | $46,887 | $0 | $46,887 | 5 |
| RICHARD GANS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| AUDREY COLEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| L THOMAS BAKER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BARBARA FREEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHLEEN ROBERTS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MOTAZ AGABANI MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MANUEL PINEIRO | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL R PENDER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| JAVIER SUAREZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DUNCAN FINLAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| VICTORIA LEOPOLD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| ALYSSA SWEENEY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JEFFREY R MCCURDY | INVESTMENT COMMITTEE CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| VICENTE MEDINA | FINANCE COMMITTEE CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| STEVE DAHLQUIST | INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| DIANE MCFARLIN | IMMEDIATE PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
| PATRICIA COURTOIS | SECOND VICE CHAIR/SECRETARY | 1 | $0 | $0 | $0 | $0 | 5 |
| ORION MARX | TREASURER & FINANCE COMMITTEE CO-CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| PHIL A DELANEY JR | BOARD CHAIR (1.1.2013-5.31.2013) | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CALLIHAN | BOARD CHAIR (6.1.2012-12.31.2012) | 1 | $0 | $0 | $0 | $0 | 4 |
2011 · 30 people listed · 5 paid, $842K · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEWART STEARNS | PAST PRESIDENT/CEO | 1 | $0 | $222,923 | $0 | $222,923 | 1 |
| ROXANNE G JERDE | PRESIDENT/CEO | 40 | $0 | $188,543 | $18,301 | $206,844 | 3 |
| THOMAS P WATERS | VP OF DEVELOPMENT & DONOR RELATIONS | 40 | $0 | $126,332 | $25,714 | $152,046 | 2 |
| MARK A REHDER CPA | VP OF FINANCE & OPERATIONS | 40 | $0 | $118,783 | $24,570 | $143,353 | 4 |
| WENDY L HOPKINS | VP OF GRANTS & PROGRAM SERVICES | 40 | $0 | $103,214 | $13,407 | $116,621 | 2 |
| RICHARD GANS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| AUDREY COLEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| L THOMAS BAKER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BARBARA FREEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHLEEN ROBERTS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MOTAZ AGABANI MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| J GARRET HEARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| SARAH T MOORE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| VICENTE MEDINA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MICHAEL R PENDER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 8 |
| JAVIER SUAREZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES TAYLOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| DUNCAN FINLAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN CRANOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| VICTORIA LEOPOLD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| RICHARD SMITH | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| TERRI VITALE | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 6 |
| LEE WETHERINGTON | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| STEVE DAHLQUIST | INVESTMENT COMMITTEE CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICIA COURTOIS | NONPROFIT RESOURCE CHAIR AND COMMUNICATION CHAIR | 1 | $0 | $0 | $0 | $0 | 5 |
| ORION MARX | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| PHIL A DELANEY JR | 2ND VICE CHAIR & GPS CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| MARGARET CALLIHAN | 1ST VICE CHAIR & CHARITABLE PLANNING CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| CHARLA BURCHETT | PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 5 |
| DIANE MCFARLIN | CHAIR | 1 | $0 | $0 | $0 | $0 | 3 |
2010 · 28 people listed · 2 paid, $324K · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| STEWART STEARNS | PRIOR PRESIDENT/CEO | 40 | $0 | $164,120 | $35,841 | $199,961 | 1 |
| MARK A REHDER | VP OF FINANCE & OPERATIONS | 40 | $0 | $99,092 | $25,089 | $124,181 | 4 |
| STEVE DAHLQUIST | CHARITABLE PLANNING & IN | 1 | $0 | $0 | $0 | $0 | 2 |
| ERVIN SANDE | INVESTMENT COMMITTEE CO- | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICIA COURTOIS | NONPROFIT CAPACITY BUILD | 1 | $0 | $0 | $0 | $0 | 5 |
| AUDREY COLEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| BARBARA FREEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHLEEN ROBERTS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| DUNCAN FINLAY | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JOHN CRANOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| VICTORIA LEOPOLD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| AARON THIEL | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MOTAZ AGABANI MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| PHIL A DELANEY JR | GPS CHAIR | 1 | $0 | $0 | $0 | $0 | 1 |
| FREDERICK D LUGAR CPA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ORION MARX | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| VICENTE MEDINA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BARRY F SPIVEY ESQ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JAVIER SUAREZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JAMES TAYLOR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| J GARRET HEARD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 1 |
| L THOMAS BAKER | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JIM SHEDIVY | PAST CHAIR | 1 | $0 | $0 | $0 | $0 | 2 |
| CHARLA BURCHETT | CHAIRMAN | 1 | $0 | $0 | $0 | $0 | 5 |
| DIANE MCFARLIN | 1ST VICE CHAIR/SECRETARY | 1 | $0 | $0 | $0 | $0 | 3 |
| MARGARET CALLIHAN | 2ND VICE CHAIR & CHARIT PLNG CHAIR | 1 | $0 | $0 | $0 | $0 | 4 |
| GINA MASCIO | TREASURER | 1 | $0 | $0 | $0 | $0 | 2 |
| ROXANNE JERDE | PRESIDENT/CEO | 40 | $0 | $0 | $0 | $0 | 3 |
2009 · 29 people listed · 2 paid, $333K · 0 employees · 50 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| Stewart Stearns | President/ceo | 40 | $0 | $178,949 | $36,752 | $215,701 | 1 |
| Mark A Rehder | VP of Finance | 40 | $0 | $99,817 | $16,998 | $116,815 | 4 |
| STEVE DAhLQUIST | CHARITABLE PLANNING & IN | 1 | $0 | $0 | $0 | $0 | 2 |
| ERVIN SANDE | INVESTMENT COMMITTEE CO- | 1 | $0 | $0 | $0 | $0 | 2 |
| PATRICIA COURTOIS | NONPROFIT CAPACITY BUILD | 1 | $0 | $0 | $0 | $0 | 5 |
| AUDREY COLEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| L THOMAS BAKER JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BARBARA FREEMAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| KATHLEEN ROBERTS | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MOTAZ AGABANI MD | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| MargaRET CALLIHAN | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 4 |
| PHILIP A DELANEY JR | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 5 |
| J GARRETt HEARD IV | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| FREDERICK D LUGAR cpa | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| ORION MARX | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| VICENTE MEDINA | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| J RONALD SKIPPER esq | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| BARRY F SPIVEY ESQ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| JAVIER SUAREZ | DIRECTOR | 1 | $0 | $0 | $0 | $0 | 2 |
| james taylor | dIRECTOR | 1 | $0 | $0 | $0 | $0 | 3 |
| Duncan Finlay | Director | 1 | $0 | $0 | $0 | $0 | 2 |
| John Cranor | director | 1 | $0 | $0 | $0 | $0 | 3 |
| Victoria leopold | director | 1 | $0 | $0 | $0 | $0 | 2 |
| Aaron Thiel | director | 1 | $0 | $0 | $0 | $0 | 2 |
| Jim Shedivy | ChairMAN | 1 | $0 | $0 | $0 | $0 | 2 |
| Charla Burchett | First Vice Chair & GPS C | 1 | $0 | $0 | $0 | $0 | 5 |
| Diane Mcfarlin | 2nd Vice Chair/Secretary | 1 | $0 | $0 | $0 | $0 | 3 |
| Gina Mascio | Treasurer | 1 | $0 | $0 | $0 | $0 | 2 |
| Lee Wetherington | Immediate past chairman | 1 | $0 | $0 | $0 | $0 | 2 |
Highest-paid independent contractors
No independent contractors reported.
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.
2024 · 12 grants to organizations · $335K
Listed grants add up to $334,605; the return's “grants paid” expense line says $458,880. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2023 · 15 grants to organizations · $680K
Listed grants add up to $680,472; the return's “grants paid” expense line says $811,086. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2022 · 17 grants to organizations · $403K
Listed grants add up to $402,717; the return's “grants paid” expense line says $598,974. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2021 · 21 grants to organizations · $414K
Listed grants add up to $413,632; the return's “grants paid” expense line says $529,085. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2020 · 14 grants to organizations · $959K
Listed grants add up to $959,040; the return's “grants paid” expense line says $1,093,888. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2019 · 14 grants to organizations · $316K
Listed grants add up to $316,079; the return's “grants paid” expense line says $471,774. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2018 · 16 grants to organizations · $6.9M
Listed grants add up to $6,940,150; the return's “grants paid” expense line says $7,107,926. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2017 · 20 grants to organizations · $684K
Listed grants add up to $683,501; the return's “grants paid” expense line says $986,975. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2016 · 17 grants to organizations · $584K
Listed grants add up to $583,600; the return's “grants paid” expense line says $864,161. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2015 · 20 grants to organizations · $583K
Listed grants add up to $583,102; the return's “grants paid” expense line says $863,843. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2014 · 18 grants to organizations · $660K
Listed grants add up to $660,212; the return's “grants paid” expense line says $939,836. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2013 · 14 grants to organizations · $673K
Listed grants add up to $672,513; the return's “grants paid” expense line says $1,124,166. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2012 · 26 grants to organizations · $568K
Listed grants add up to $567,654; the return's “grants paid” expense line says $789,751. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2011 · 27 grants to organizations · $919K
Listed grants add up to $918,562; the return's “grants paid” expense line says $1,723,465. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2010 · 24 grants to organizations · $1.5M
Listed grants add up to $1,466,469; the return's “grants paid” expense line says $2,154,138. Returns can differ here (grants paid vs. accrued, items listed elsewhere); check the filing.
2009 · 33 grants to organizations · $1.3M
Listed grants add up to $1,311,577; the return's “grants paid” expense line says $2,008,320. 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 | ||||||||
| $827,710 | $902,064 | $15,494,610 | $15,487,360 | $0 | $0 | $94,981 | 0 | 50 |
| 2023 · Form 990 | ||||||||
| $621,115 | $1,232,171 | $14,804,667 | $14,585,721 | $0 | $0 | $90,170 | 0 | 50 |
| 2022 · Form 990 | ||||||||
| $471,292 | $997,079 | $13,962,909 | $13,909,855 | $0 | $0 | $83,329 | 0 | 50 |
| 2021 · Form 990 | ||||||||
| $842,866 | $955,796 | $13,384,848 | $13,349,583 | $0 | $0 | $92,095 | 0 | 50 |
| 2020 · Form 990 | ||||||||
| $1,500,349 | $1,477,806 | $16,358,765 | $16,258,477 | $561,369 | $0 | $88,002 | 0 | 50 |
| 2019 · Form 990 | ||||||||
| $177,735 | $873,671 | $13,582,319 | $13,458,865 | $0 | $0 | $83,571 | 0 | 50 |
| 2018 · Form 990 | ||||||||
| $993,073 | $7,510,949 | $13,975,188 | $13,809,049 | $0 | $0 | $88,258 | 0 | 50 |
| 2017 · Form 990 | ||||||||
| $1,464,933 | $1,608,650 | $20,862,644 | $20,577,808 | $0 | $0 | $92,997 | 0 | 50 |
| 2016 · Form 990 | ||||||||
| $1,552,147 | $1,411,660 | $20,650,129 | $20,441,670 | $0 | $0 | $87,441 | 0 | 50 |
| 2015 · Form 990 | ||||||||
| $741,054 | $1,387,718 | $19,517,791 | $19,320,166 | $8,139 | $0 | $0 | 0 | 50 |
| 2014 · Form 990 | ||||||||
| $1,812,634 | $1,507,515 | $21,027,769 | $20,804,785 | $1,013 | $0 | $0 | 0 | 50 |
| 2013 · Form 990 | ||||||||
| $1,886,012 | $1,712,151 | $21,058,733 | $20,816,330 | $264,068 | $0 | $0 | 0 | 50 |
| 2012 · Form 990 | ||||||||
| $1,542,488 | $1,391,942 | $20,032,458 | $19,863,808 | $320,212 | $0 | $0 | 0 | 50 |
| 2011 · Form 990 | ||||||||
| $8,207,088 | $3,058,340 | $39,732,101 | $38,873,090 | $7,069,537 | $0 | $128,227 | 0 | 50 |
| 2010 · Form 990 | ||||||||
| $2,499,469 | $3,339,355 | $37,338,755 | $36,246,855 | $813,913 | $0 | $100,126 | 0 | 50 |
| 2009 · Form 990 | ||||||||
| $2,368,354 | $3,113,559 | $33,127,319 | $32,764,605 | $1,264,368 | $0 | $86,015 | 0 | 50 |
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.
- COMMUNITY FOUNDATION OF SARASOTA COUNTY INC Sarasota, FL · 24 people in common (Charles E Williams, Daniel Deleo, Daniel Denton) · related organization (Schedule R)
- WETHERINGTON FOUNDATION INC Sarasota, FL · 4 people in common (Erin Jones, Kirsten Russell, Roxanne G Jerde) · related organization (Schedule R)
- OUT-OF-DOOR ACADEMY OF SARASOTA INC Sarasota, FL · 2 people in common (Mitzie Henson, Terri Vitale)
- ALL FAITHS FOOD BANK INC Sarasota, FL · 1 person in common (Terri Vitale)
- MANATEE COMMUNITY FOUNDATION INC Bradenton, FL · 1 person in common (Erin Jones) · related organization (Schedule R)
- FORTY CARROTS OF SARASOTA INC Sarasota, FL · 1 person in common (Terri Vitale)
- RINGLING COLLEGE LIBRARY Sarasota, FL · 1 person in common (Mitzie Henson)
Funders of this organization
1 grantor reported grants to this organization, $710,224 in all, tax years 2010 to 2010. 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 |
|---|---|---|---|---|---|---|---|---|
| COMMUNITY FOUNDATION OF SARASOTA COUNTY INC | DAF sponsor | Exact | 2010 | 1 | $710,224 | 2010 | $710,224 | show |
Similar organizations
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 |
|---|---|---|---|---|---|---|---|
| SUNRISE COMMUNITY FOUNDATION INC | FL | T11 | $1,297,306 | $155,269 | SECRETARY/TREASURER | $0 | Same NTEE code T11, revenue within 2x, same state, similar name |
| UNITED WAY FOUNDATION OF INDIAN RIVER COUNTY INC | FL | T11 | $1,578,209 | $311,825 | CHIEF EXECUTIVE OFFICER | $118,846 | Same NTEE code T11, revenue within 2x, same state |
| THE INTELLECTUALLY DEVELOPMENTALLY DISABLED COMMUNITY FOUNDATION INC | FL | T11 | $492,967 | $233,509 | President | $0 | Same NTEE code T11, revenue within 2x, same state |
| USTA FLORIDA SECTION FOUNDATION INC | FL | T11 | $899,293 | $999,881 | Director | $0 | Same NTEE code T11, revenue within 2x, same state |
| SANCTUARY GOLF CLUB FOUNDATION INC | FL | T11 | $721,710 | $656,732 | CHIEF ADMINI | $34,327 | Same NTEE code T11, revenue within 2x, same state |
| WESTSIDE FOUNDATION INC | FL | T11 | $519,547 | $7,090 | President | $0 | Same NTEE code T11, revenue within 2x, same state |
| CANTERBURY SCHOOL OF FLORIDA FOUNDATION INC | FL | T11 | $643,534 | $23,597 | PRESIDENT | $0 | Same NTEE code T11, revenue within 2x, same state |
| HOMESTEAD STATION QALICB INC | FL | T11 | $821,183 | $1,404,655 | DIRECTOR | $0 | Same NTEE code T11, revenue within 2x, same state |
| PALM BEACH NAVY SEAL EVENING OF TRIBUTE INC | FL | T11 | $787,228 | $1,473,855 | DIRECTOR | $0 | Same NTEE code T11, revenue within 2x, same state |
| MIAMI RIVER FUND INC | FL | T11 | $1,592,595 | $1,577,350 | EXECUTIVE DI | $119,478 | Same NTEE code T11, revenue within 2x, same state |
| WEST LAKES HWC INC | FL | T11 | $872,421 | $1,452,397 | PRESIDENT | $206,063 | Same NTEE code T11, revenue within 2x, same state |
| THE JEWISH COMMUNITY FOUNDATION OF EL PASO | TX | T11 | $1,432,137 | $929,568 | Immed Past Pres | $0 | Same NTEE code T11, revenue within 2x, similar name |
| ST JOHNS COMMUNITY SERVICES FOUNDATION INC | DC | T11 | $653,041 | $41,025 | PRESIDENT & CEO | $460,377 | Same NTEE code T11, revenue within 2x |
| BUTLER FAMILY COMMUNITY FOUNDATION | KS | T11 | $839,227 | $1,283,854 | PRESIDENT, CEO, & SECRETARY | $215,270 | Same NTEE code T11, revenue within 2x |
| VOGT FAMILY AFFILIATED FUND OF THE OKC COMMUNITY FOUNDATION INC | OK | T11 | $972,718 | $139,274 | TRUSTEE | $210,766 | Same NTEE code T11, revenue within 2x |
| HUDSON COUNTY COMMUNITY COLLEGE FOUNDATION INC | NJ | T11 | $474,219 | $331,431 | Past Chair. | $0 | Same NTEE code T11, revenue within 2x, similar name |
| COMMUNITY ROOTS HOLDING FOUNDATION | WA | T11 | $1,337,968 | $2,262,860 | President | $0 | Same NTEE code T11, revenue within 2x |
| ROXBURY COMMUNITY COLLEGE FOUNDATION INC | MA | T11 | $1,567,454 | $609,661 | President | $240,849 | Same NTEE code T11, revenue within 2x |
| COMMUNITY FOUNDATIONS NATIONAL STANDARDS BOARD | DC | T11 | $427,068 | $388,514 | Executive Director | $165,671 | Same NTEE code T11, revenue within 2x |
| GRAY FAMILY FOUNDATION | OR | T11 | $435,106 | $3,212,362 | Asst Treasurer/Asst Secretary | $476,855 | Same NTEE code T11, revenue within 2x |
| BROCK FAMILY COMMUNITY FOUNDATION | OK | T11 | $1,257,304 | $509,009 | PRESIDENT - DIRECTOR | $0 | Same NTEE code T11, revenue within 2x |
| SPECTRUM FOUNDATION FOR HEALTH EQUITY AND COMMUNITY IMPACT | PA | T11 | $1,004,423 | $0 | VICE CHAIR/PRESIDENT & CEO | $402,540 | Same NTEE code T11, revenue within 2x |
| KALAMAZOO COMMUNITY FOUNDATION REAL ESTATE HOLDINGS INC | MI | T11 | $514,701 | $699,456 | CEO/PRESIDENT | $397,965 | Same NTEE code T11, revenue within 2x |
| PENDLETON FOUNDATION TRUST | OR | T11 | $941,394 | $382,723 | Executive Dir. | $57,942 | Same NTEE code T11, revenue within 2x |
| MONTGOMERY COUNTY FOUNDATION | PA | T11 | $642,818 | $691,410 | DISTRIBUTION COMMITTEE MEM | $0 | Same NTEE code T11, 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 · $902,064 spent · pay $0 · grants $458,880 · events $2,018
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $361,130 | $361,130 | - | - | 40.0% | |
| Fees: other services | $170,294 | $52,885 | $63,349 | $54,060 | 18.9% | |
| Other (as described) | SHARED OPERATIONAL EXPE | $139,211 | $43,232 | $51,786 | $44,193 | 15.4% |
| Grants to US individuals | $97,750 | $97,750 | - | - | 10.8% | |
| Fees: investment management | $95,980 | $29,807 | $35,704 | $30,469 | 10.6% | |
| Advertising and promotion | $11,345 | $3,523 | $4,221 | $3,601 | 1.3% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $6,831 | $2,121 | $2,541 | $2,169 | 0.8% |
| Information technology | $6,747 | $2,095 | $2,510 | $2,142 | 0.7% | |
| Insurance | $3,540 | $1,099 | $1,317 | $1,124 | 0.4% | |
| Occupancy | $2,175 | $675 | $809 | $691 | 0.2% | |
| Office expenses | $2,028 | $630 | $754 | $644 | 0.2% | |
| Conferences, conventions and meetings | $2,018 | $627 | $751 | $640 | 0.2% | |
| Fees: accounting | $1,880 | $584 | $699 | $597 | 0.2% | |
| Fees: legal | $1,135 | $353 | $422 | $360 | 0.1% | |
| Total | $902,064 | 100% |
2023 · Form 990 · $1,232,171 spent · pay $0 · grants $811,086 · events $1,773
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $713,586 | $713,586 | - | - | 57.9% | |
| Fees: other services | $160,061 | $51,725 | $56,693 | $51,643 | 13.0% | |
| Other (as described) | SHARED OPERATIONAL EXPE | $129,005 | $41,689 | $45,693 | $41,623 | 10.5% |
| Grants to US individuals | $97,500 | $97,500 | - | - | 7.9% | |
| Fees: investment management | $91,310 | $29,507 | $32,342 | $29,461 | 7.4% | |
| Advertising and promotion | $12,264 | $3,963 | $4,344 | $3,957 | 1.0% | |
| Occupancy | $9,701 | $3,135 | $3,436 | $3,130 | 0.8% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $4,234 | $1,368 | $1,500 | $1,366 | 0.3% |
| Insurance | $4,157 | $1,343 | $1,473 | $1,341 | 0.3% | |
| Information technology | $3,468 | $1,121 | $1,228 | $1,119 | 0.3% | |
| Office expenses | $2,392 | $773 | $847 | $772 | 0.2% | |
| Fees: accounting | $1,884 | $609 | $667 | $608 | 0.2% | |
| Conferences, conventions and meetings | $1,773 | $573 | $628 | $572 | 0.1% | |
| Fees: legal | $836 | $270 | $296 | $270 | 0.1% | |
| Total | $1,232,171 | 100% |
2022 · Form 990 · $997,079 spent · pay $0 · grants $598,974 · events $2,045
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $475,974 | $475,974 | - | - | 47.7% | |
| Fees: other services | $153,340 | $56,140 | $49,653 | $47,547 | 15.4% | |
| Other (as described) | SHARED OPERATIONAL EXPE | $127,760 | $46,775 | $41,370 | $39,615 | 12.8% |
| Grants to US individuals | $123,000 | $123,000 | - | - | 12.3% | |
| Fees: investment management | $84,080 | $30,783 | $27,226 | $26,071 | 8.4% | |
| Advertising and promotion | $11,552 | $4,229 | $3,741 | $3,582 | 1.2% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $5,463 | $2,000 | $1,769 | $1,694 | 0.5% |
| Information technology | $3,165 | $1,159 | $1,025 | $981 | 0.3% | |
| Occupancy | $2,394 | $877 | $775 | $742 | 0.2% | |
| Insurance | $2,250 | $824 | $728 | $698 | 0.2% | |
| Office expenses | $2,078 | $761 | $673 | $644 | 0.2% | |
| Fees: legal | $2,052 | $751 | $665 | $636 | 0.2% | |
| Conferences, conventions and meetings | $2,045 | $749 | $662 | $634 | 0.2% | |
| Fees: accounting | $1,926 | $705 | $624 | $597 | 0.2% | |
| Total | $997,079 | 100% |
2021 · Form 990 · $955,796 spent · pay $0 · grants $529,085 · events $1,792
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $440,085 | $440,085 | - | - | 46.0% | |
| Fees: other services | $181,331 | $66,388 | $58,717 | $56,226 | 19.0% | |
| Other (as described) | SHARED OPERATIONAL EXPE | $123,611 | $45,256 | $40,026 | $38,329 | 12.9% |
| Fees: investment management | $92,756 | $33,960 | $30,035 | $28,761 | 9.7% | |
| Grants to US individuals | $89,000 | $89,000 | - | - | 9.3% | |
| Advertising and promotion | $10,619 | $3,888 | $3,438 | $3,293 | 1.1% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $5,753 | $2,106 | $1,863 | $1,784 | 0.6% |
| Information technology | $3,288 | $1,204 | $1,065 | $1,019 | 0.3% | |
| Office expenses | $2,224 | $814 | $720 | $690 | 0.2% | |
| Occupancy | $1,794 | $657 | $581 | $556 | 0.2% | |
| Conferences, conventions and meetings | $1,792 | $656 | $580 | $556 | 0.2% | |
| Fees: accounting | $1,775 | $650 | $575 | $550 | 0.2% | |
| Insurance | $1,768 | $647 | $573 | $548 | 0.2% | |
| Total | $955,796 | 100% |
2020 · Form 990 · $1,477,806 spent · pay $0 · grants $1,093,888 · events $1,665
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $973,591 | $973,591 | - | - | 65.9% | |
| Fees: other services | $157,820 | $57,780 | $51,104 | $48,936 | 10.7% | |
| Grants to US individuals | $120,297 | $120,297 | - | - | 8.1% | |
| Other (as described) | SHARED OPERATIONAL EXPE | $116,803 | $42,763 | $37,822 | $36,218 | 7.9% |
| Fees: investment management | $83,016 | $30,394 | $26,881 | $25,741 | 5.6% | |
| Advertising and promotion | $7,399 | $2,709 | $2,396 | $2,294 | 0.5% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $5,949 | $2,178 | $1,926 | $1,845 | 0.4% |
| Information technology | $3,531 | $1,293 | $1,143 | $1,095 | 0.2% | |
| Office expenses | $2,073 | $759 | $671 | $643 | 0.1% | |
| Fees: accounting | $1,909 | $699 | $618 | $592 | 0.1% | |
| Conferences, conventions and meetings | $1,665 | $610 | $539 | $516 | 0.1% | |
| Insurance | $1,633 | $598 | $529 | $506 | 0.1% | |
| Occupancy | $1,596 | $584 | $517 | $495 | 0.1% | |
| Fees: legal | $524 | $192 | $170 | $162 | 0.0% | |
| Total | $1,477,806 | 100% |
2019 · Form 990 · $873,671 spent · pay $0 · grants $471,774 · events $2,747
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $322,527 | $322,527 | - | - | 36.9% | |
| Fees: other services | $166,828 | $61,079 | $54,020 | $51,729 | 19.1% | |
| Grants to US individuals | $149,247 | $149,247 | - | - | 17.1% | |
| Other (as described) | SHARED OPERATIONAL EXPE | $114,447 | $41,901 | $37,059 | $35,487 | 13.1% |
| Fees: investment management | $84,709 | $31,013 | $27,430 | $26,266 | 9.7% | |
| Advertising and promotion | $16,268 | $5,956 | $5,268 | $5,044 | 1.9% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $5,100 | $1,867 | $1,652 | $1,581 | 0.6% |
| Information technology | $3,329 | $1,219 | $1,078 | $1,032 | 0.4% | |
| Conferences, conventions and meetings | $2,747 | $1,006 | $889 | $852 | 0.3% | |
| Office expenses | $2,664 | $975 | $862 | $827 | 0.3% | |
| Occupancy | $1,874 | $686 | $607 | $581 | 0.2% | |
| Fees: accounting | $1,745 | $639 | $565 | $541 | 0.2% | |
| Insurance | $1,726 | $632 | $559 | $535 | 0.2% | |
| Fees: legal | $460 | $168 | $149 | $143 | 0.1% | |
| Total | $873,671 | 100% |
2018 · Form 990 · $7,510,949 spent · pay $0 · grants $7,107,926 · events $3,211
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $6,957,326 | $6,957,326 | - | - | 92.6% | |
| Fees: other services | $169,393 | $62,017 | $54,851 | $52,525 | 2.3% | |
| Grants to US individuals | $150,600 | $150,600 | - | - | 2.0% | |
| Other (as described) | SHARED OPERATIONAL EXPE | $109,403 | $40,054 | $35,426 | $33,923 | 1.5% |
| Fees: investment management | $89,491 | $32,764 | $28,978 | $27,749 | 1.2% | |
| Advertising and promotion | $13,820 | $5,060 | $4,475 | $4,285 | 0.2% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $5,515 | $2,019 | $1,786 | $1,710 | 0.1% |
| Information technology | $4,011 | $1,468 | $1,299 | $1,244 | 0.1% | |
| Conferences, conventions and meetings | $3,211 | $1,175 | $1,040 | $996 | 0.0% | |
| Office expenses | $2,398 | $878 | $776 | $744 | 0.0% | |
| Occupancy | $1,957 | $716 | $634 | $607 | 0.0% | |
| Fees: accounting | $1,810 | $663 | $586 | $561 | 0.0% | |
| Insurance | $1,437 | $526 | $465 | $446 | 0.0% | |
| Fees: legal | $577 | $211 | $187 | $179 | 0.0% | |
| Total | $7,510,949 | 100% |
2017 · Form 990 · $1,608,650 spent · pay $0 · grants $986,975 · events $4,284
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $720,175 | $720,175 | - | - | 44.8% | |
| Fees: other services | $282,363 | $95,030 | $85,372 | $101,961 | 17.6% | |
| Grants to US individuals | $266,800 | $266,800 | - | - | 16.6% | |
| Other (as described) | SHARED OPERATIONAL EXPE | $152,385 | $51,286 | $46,073 | $55,026 | 9.5% |
| Fees: investment management | $116,511 | $39,212 | $35,227 | $42,072 | 7.2% | |
| Advertising and promotion | $40,243 | $13,544 | $12,167 | $14,532 | 2.5% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $7,515 | $2,529 | $2,272 | $2,714 | 0.5% |
| Information technology | $6,151 | $2,070 | $1,860 | $2,221 | 0.4% | |
| Conferences, conventions and meetings | $4,284 | $1,442 | $1,295 | $1,547 | 0.3% | |
| Office expenses | $3,024 | $1,018 | $914 | $1,092 | 0.2% | |
| Occupancy | $2,987 | $1,005 | $903 | $1,079 | 0.2% | |
| Fees: accounting | $2,930 | $986 | $886 | $1,058 | 0.2% | |
| Insurance | $2,474 | $833 | $748 | $893 | 0.2% | |
| Fees: legal | $808 | $272 | $244 | $292 | 0.1% | |
| Total | $1,608,650 | 100% |
2016 · Form 990 · $1,411,660 spent · pay $0 · grants $864,161 · events $6,442
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $609,111 | $609,111 | - | - | 43.1% | |
| Grants to US individuals | $255,050 | $255,050 | - | - | 18.1% | |
| Fees: other services | $180,345 | $1,188 | $177,858 | $1,299 | 12.8% | |
| Other (as described) | SHARED OPERATIONAL EXPE | $166,477 | $55,196 | $50,908 | $60,373 | 11.8% |
| Fees: investment management | $116,538 | $337 | $115,832 | $369 | 8.3% | |
| Advertising and promotion | $36,126 | $11,978 | $11,047 | $13,101 | 2.6% | |
| Depreciation and depletion | $10,164 | $3,370 | $3,108 | $3,686 | 0.7% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $8,629 | $2,861 | $2,639 | $3,129 | 0.6% |
| Information technology | $8,168 | $2,708 | $2,498 | $2,962 | 0.6% | |
| Conferences, conventions and meetings | $6,442 | $2,136 | $1,970 | $2,336 | 0.5% | |
| Fees: accounting | $3,863 | $1,281 | $1,181 | $1,401 | 0.3% | |
| Office expenses | $3,792 | $1,257 | $1,160 | $1,375 | 0.3% | |
| Occupancy | $3,115 | $1,033 | $952 | $1,130 | 0.2% | |
| Insurance | $2,787 | $924 | $852 | $1,011 | 0.2% | |
| Fees: legal | $1,053 | $349 | $322 | $382 | 0.1% | |
| Total | $1,411,660 | 100% |
2015 · Form 990 · $1,387,718 spent · pay $0 · grants $863,843 · events $6,498
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $608,793 | $608,793 | - | - | 43.9% | |
| Grants to US individuals | $255,050 | $255,050 | - | - | 18.4% | |
| Fees: other services | $188,917 | $1,630 | $186,072 | $1,215 | 13.6% | |
| Other (as described) | SHARED EMPLOYEE EXPENSE | $159,971 | $65,236 | $46,090 | $48,645 | 11.5% |
| Fees: investment management | $115,014 | $422 | $114,277 | $315 | 8.3% | |
| Advertising and promotion | $26,322 | $10,733 | $7,585 | $8,004 | 1.9% | |
| Information technology | $8,595 | $3,505 | $2,476 | $2,614 | 0.6% | |
| Conferences, conventions and meetings | $6,498 | $2,650 | $1,872 | $1,976 | 0.5% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $4,131 | $1,685 | $1,190 | $1,256 | 0.3% |
| Office expenses | $3,849 | $1,570 | $1,109 | $1,170 | 0.3% | |
| Occupancy | $3,513 | $1,433 | $1,012 | $1,068 | 0.3% | |
| Fees: accounting | $3,347 | $1,365 | $964 | $1,018 | 0.2% | |
| Insurance | $2,534 | $1,033 | $730 | $771 | 0.2% | |
| Fees: legal | $1,184 | $483 | $341 | $360 | 0.1% | |
| Total | $1,387,718 | 100% |
2014 · Form 990 · $1,507,515 spent · pay $163,932 · grants $939,836 · events $12,723
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $695,392 | $695,392 | - | - | 46.1% | |
| Grants to US individuals | $244,444 | $244,444 | - | - | 16.2% | |
| Other (as described) | ADMINISTRATIVE FEES | $187,908 | - | $187,908 | - | 12.5% |
| Other salaries and wages | $133,582 | $54,675 | $33,369 | $45,538 | 8.9% | |
| Fees: investment management | $129,679 | $684 | $128,425 | $570 | 8.6% | |
| Advertising and promotion | $14,721 | $6,025 | $3,677 | $5,019 | 1.0% | |
| Fees: other services | $14,328 | $5,865 | $3,579 | $4,884 | 1.0% | |
| Other employee benefits | $13,851 | $5,669 | $3,460 | $4,722 | 0.9% | |
| Other (as described) | MISCELLANEOUS | $13,550 | $5,546 | $3,385 | $4,619 | 0.9% |
| Conferences, conventions and meetings | $12,723 | $5,208 | $3,178 | $4,337 | 0.8% | |
| Information technology | $10,764 | $4,406 | $2,689 | $3,669 | 0.7% | |
| Payroll taxes | $8,949 | $3,663 | $2,235 | $3,051 | 0.6% | |
| Pension plan contributions | $7,550 | $3,090 | $1,886 | $2,574 | 0.5% | |
| Office expenses | $5,444 | $2,228 | $1,360 | $1,856 | 0.4% | |
| Occupancy | $4,310 | $1,764 | $1,077 | $1,469 | 0.3% | |
| Fees: accounting | $3,736 | $1,529 | $933 | $1,274 | 0.2% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $3,022 | $1,237 | $755 | $1,030 | 0.2% |
| Insurance | $2,653 | $1,086 | $663 | $904 | 0.2% | |
| Fees: legal | $909 | $372 | $227 | $310 | 0.1% | |
| Total | $1,507,515 | 100% |
2013 · Form 990 · $1,712,151 spent · pay $170,497 · grants $1,124,166 · events $11,086
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $899,583 | $899,583 | - | - | 52.5% | |
| Grants to US individuals | $224,583 | $224,583 | - | - | 13.1% | |
| Fees: other services | $190,150 | $3,663 | $183,122 | $3,365 | 11.1% | |
| Fees: investment management | $144,965 | $603 | $143,808 | $554 | 8.5% | |
| Other salaries and wages | $137,351 | $51,974 | $37,635 | $47,742 | 8.0% | |
| Other employee benefits | $13,464 | $5,095 | $3,689 | $4,680 | 0.8% | |
| Depreciation and depletion | $12,080 | $4,571 | $3,310 | $4,199 | 0.7% | |
| Information technology | $11,516 | $4,358 | $3,155 | $4,003 | 0.7% | |
| Conferences, conventions and meetings | $11,086 | $4,195 | $3,038 | $3,853 | 0.6% | |
| Advertising and promotion | $10,697 | $4,048 | $2,931 | $3,718 | 0.6% | |
| Pension plan contributions | $10,690 | $4,045 | $2,929 | $3,716 | 0.6% | |
| Other (as described) | MISCELLANEOUS | $9,955 | $3,767 | $2,728 | $3,460 | 0.6% |
| Payroll taxes | $8,992 | $3,403 | $2,464 | $3,125 | 0.5% | |
| Office expenses | $6,269 | $2,372 | $1,718 | $2,179 | 0.4% | |
| Fees: legal | $5,602 | $2,120 | $1,535 | $1,947 | 0.3% | |
| Occupancy | $4,687 | $1,774 | $1,284 | $1,629 | 0.3% | |
| Fees: accounting | $3,964 | $1,500 | $1,086 | $1,378 | 0.2% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $3,879 | $1,468 | $1,063 | $1,348 | 0.2% |
| Insurance | $2,638 | $998 | $723 | $917 | 0.2% | |
| Total | $1,712,151 | 100% |
2012 · Form 990 · $1,391,942 spent · pay $180,708 · grants $789,751 · events $13,591
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $571,251 | $571,251 | - | - | 41.0% | |
| Grants to US individuals | $218,500 | $218,500 | - | - | 15.7% | |
| Fees: other services | $186,253 | $8,115 | $170,921 | $7,217 | 13.4% | |
| Other salaries and wages | $147,405 | $54,064 | $45,263 | $48,078 | 10.6% | |
| Fees: investment management | $130,268 | - | $130,268 | - | 9.4% | |
| Other (as described) | MISCELLANEOUS | $19,387 | $720 | $603 | $18,064 | 1.4% |
| Depreciation and depletion | $16,168 | $5,930 | $4,965 | $5,273 | 1.2% | |
| Advertising and promotion | $15,085 | $5,533 | $4,632 | $4,920 | 1.1% | |
| Conferences, conventions and meetings | $13,591 | $4,985 | $4,173 | $4,433 | 1.0% | |
| Information technology | $13,558 | $4,973 | $4,163 | $4,422 | 1.0% | |
| Other employee benefits | $12,626 | $4,631 | $3,877 | $4,118 | 0.9% | |
| Pension plan contributions | $11,140 | $4,086 | $3,421 | $3,633 | 0.8% | |
| Payroll taxes | $9,537 | $3,498 | $2,929 | $3,110 | 0.7% | |
| Office expenses | $7,102 | $2,605 | $2,181 | $2,316 | 0.5% | |
| Occupancy | $4,937 | $1,811 | $1,516 | $1,610 | 0.4% | |
| Fees: accounting | $4,666 | - | $4,666 | - | 0.3% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $4,436 | $1,627 | $1,362 | $1,447 | 0.3% |
| Insurance | $3,755 | $1,377 | $1,153 | $1,225 | 0.3% | |
| Fees: legal | $2,277 | - | $2,277 | - | 0.2% | |
| Total | $1,391,942 | 100% |
2011 · Form 990 · $3,058,340 spent · pay $491,307 · grants $1,723,465 · events $14,929
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,142,215 | $1,142,215 | - | - | 37.3% | |
| Grants to US individuals | $581,250 | $581,250 | - | - | 19.0% | |
| Fees: other services | $445,872 | $58,570 | $386,896 | $406 | 14.6% | |
| Other salaries and wages | $288,145 | $143,570 | $66,912 | $77,663 | 9.4% | |
| Fees: investment management | $180,364 | - | $180,364 | - | 5.9% | |
| Pay: officers, directors, trustees, key employees | $128,227 | $40,251 | $45,399 | $42,577 | 4.2% | |
| Depreciation and depletion | $44,735 | $18,762 | $12,467 | $13,506 | 1.5% | |
| Information technology | $32,934 | $13,813 | $9,178 | $9,943 | 1.1% | |
| Other employee benefits | $31,747 | $13,976 | $8,334 | $9,437 | 1.0% | |
| All other expenses | $30,197 | $2,444 | $1,624 | $26,129 | 1.0% | |
| Advertising and promotion | $26,392 | $11,069 | $7,355 | $7,968 | 0.9% | |
| Payroll taxes | $25,511 | $10,700 | $7,109 | $7,702 | 0.8% | |
| Office expenses | $23,667 | $9,926 | $6,596 | $7,145 | 0.8% | |
| Pension plan contributions | $17,677 | $10,670 | $2,871 | $4,136 | 0.6% | |
| Conferences, conventions and meetings | $14,929 | $4,632 | $3,078 | $7,219 | 0.5% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $13,784 | $5,781 | $3,841 | $4,162 | 0.5% |
| Occupancy | $13,137 | $5,510 | $3,661 | $3,966 | 0.4% | |
| Fees: accounting | $8,812 | - | $8,812 | - | 0.3% | |
| Insurance | $6,221 | $2,609 | $1,734 | $1,878 | 0.2% | |
| Fees: legal | $2,524 | - | $2,524 | - | 0.1% | |
| Total | $3,058,340 | 100% |
2010 · Form 990 · $3,339,355 spent · pay $433,759 · grants $2,154,138 · events $21,382
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,506,506 | $1,506,506 | - | - | 45.1% | |
| Grants to US individuals | $647,632 | $647,632 | - | - | 19.4% | |
| Fees: other services | $342,597 | $25,091 | $317,000 | $506 | 10.3% | |
| Other salaries and wages | $244,578 | $102,662 | $57,964 | $83,952 | 7.3% | |
| Fees: investment management | $195,278 | - | $195,278 | - | 5.8% | |
| Pay: officers, directors, trustees, key employees | $100,126 | $42,028 | $23,730 | $34,368 | 3.0% | |
| Depreciation and depletion | $41,951 | $17,609 | $9,942 | $14,400 | 1.3% | |
| Pension plan contributions | $36,032 | $15,124 | $8,540 | $12,368 | 1.1% | |
| Office expenses | $32,950 | $13,561 | $8,300 | $11,089 | 1.0% | |
| Other employee benefits | $30,520 | $12,811 | $7,233 | $10,476 | 0.9% | |
| Advertising and promotion | $27,759 | $11,652 | $6,579 | $9,528 | 0.8% | |
| Information technology | $23,591 | $9,902 | $5,591 | $8,098 | 0.7% | |
| Payroll taxes | $22,503 | $9,446 | $5,333 | $7,724 | 0.7% | |
| Other (as described) | MISCELLANEOUS | $22,020 | $5,151 | $2,539 | $14,330 | 0.7% |
| Conferences, conventions and meetings | $21,382 | $8,703 | $4,914 | $7,765 | 0.6% | |
| Occupancy | $13,144 | $5,517 | $3,115 | $4,512 | 0.4% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $11,776 | $4,943 | $2,791 | $4,042 | 0.4% |
| Fees: accounting | $10,527 | - | $10,527 | - | 0.3% | |
| Insurance | $5,329 | $2,237 | $1,263 | $1,829 | 0.2% | |
| Fees: legal | $3,154 | - | $3,154 | - | 0.1% | |
| Total | $3,339,355 | 100% |
2009 · Form 990 · $3,113,559 spent · pay $404,707 · grants $2,008,320 · events $35,151
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Grants to US organizations and governments | $1,369,562 | $1,369,562 | - | - | 44.0% | |
| Grants to US individuals | $638,758 | $638,758 | - | - | 20.5% | |
| Fees: other services | $313,956 | $23,085 | $290,549 | $322 | 10.1% | |
| Other salaries and wages | $229,898 | $115,386 | $49,129 | $65,383 | 7.4% | |
| Fees: investment management | $166,437 | - | $166,437 | - | 5.3% | |
| Pay: officers, directors, trustees, key employees | $86,015 | $43,171 | $18,381 | $24,463 | 2.8% | |
| Depreciation and depletion | $51,521 | $25,858 | $11,010 | $14,653 | 1.7% | |
| Pension plan contributions | $42,498 | $21,330 | $9,082 | $12,086 | 1.4% | |
| Office expenses | $41,967 | $21,061 | $8,969 | $11,937 | 1.3% | |
| Conferences, conventions and meetings | $35,151 | $17,417 | $7,416 | $10,318 | 1.1% | |
| Other employee benefits | $25,348 | $12,722 | $5,417 | $7,209 | 0.8% | |
| Advertising and promotion | $25,167 | $12,631 | $5,378 | $7,158 | 0.8% | |
| Payroll taxes | $20,948 | $10,514 | $4,477 | $5,957 | 0.7% | |
| Information technology | $16,402 | $8,232 | $3,505 | $4,665 | 0.5% | |
| Other (as described) | REPAIRS AND MAINTENANCE | $13,308 | $6,679 | $2,844 | $3,785 | 0.4% |
| Occupancy | $12,782 | $6,415 | $2,732 | $3,635 | 0.4% | |
| Fees: accounting | $8,146 | - | $8,146 | - | 0.3% | |
| Other (as described) | miSCELLANEOUS | $6,056 | $939 | $400 | $4,717 | 0.2% |
| Insurance | $5,511 | $2,766 | $1,178 | $1,567 | 0.2% | |
| Fees: legal | $4,128 | - | $4,128 | - | 0.1% | |
| Total | $3,113,559 | 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 |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| Yes | 2 | - | $227,500 | $10,429,934 | - | - | - | - |
| 2023 · Form 990 | ||||||||
| Yes | 2 | - | $411,000 | $9,758,379 | - | - | - | - |
| 2022 · Form 990 | ||||||||
| Yes | 2 | - | $309,500 | $9,432,954 | 8 | - | $289,474 | $4,529,955 |
| 2021 · Form 990 | ||||||||
| Yes | 2 | - | $292,700 | $9,041,293 | 8 | - | $236,385 | $4,308,290 |
| 2020 · Form 990 | ||||||||
| Yes | 2 | $0 | $407,000 | $10,936,412 | 8 | $561,369 | $686,888 | $5,322,065 |
| 2019 · Form 990 | ||||||||
| Yes | 2 | - | $208,372 | $9,011,640 | - | - | - | - |
| 2018 · Form 990 | ||||||||
| Yes | 2 | - | $384,213 | $9,149,322 | - | - | - | - |
| 2017 · Form 990 | ||||||||
| Yes | 1 | - | $354,300 | $7,569,531 | - | - | - | - |
| 2016 · Form 990 | ||||||||
| Yes | 1 | - | $334,800 | $7,487,022 | - | - | - | - |
| 2015 · Form 990 | ||||||||
| Yes | 1 | $0 | $314,500 | $7,127,242 | - | - | - | - |
| 2014 · Form 990 | ||||||||
| Yes | 1 | $0 | $272,250 | $7,623,004 | - | - | - | - |
| 2013 · Form 990 | ||||||||
| Yes | 2 | $0 | $469,213 | $8,682,039 | - | - | - | - |
| 2012 · Form 990 | ||||||||
| Yes | 2 | $0 | $363,027 | $8,331,913 | - | - | - | - |
| 2011 · Form 990 | ||||||||
| Yes | 2 | $0 | $347,008 | $7,647,374 | - | - | - | - |
| 2010 · Form 990 | ||||||||
| Yes | 2 | $0 | $302,020 | $8,614,966 | - | - | - | - |
| 2009 · Form 990 | ||||||||
| Yes | 2 | $10,000 | $512,597 | $7,486,077 | - | - | - | - |
Comments