Totals
- Total revenue
- $18,849,160
- Total expenses
- $19,054,333
- Contributions and grants received
- $0
- Grants paid
- $17,685,351
- Program service revenue
- $0
- Investment income
- $18,849,160
- Other revenue
- $0
- Total assets, end of year
- $609,299,405
- Total liabilities, end of year
- $4,904,302
- Net assets or fund balances, end of year
- $604,395,103
- Program services expenses (Part IX)
- $18,480,189
- Management and general expenses
- $574,144
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $18,480,189
Program services were 97.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
3 · Investment income
total $13,153,608 · excluded $13,153,608
-
7a · Gross sales of assets other than inventory
securities $6,655,552
-
7b · Less cost or other basis and sales expenses
securities $960,000
-
7c · Gain or loss
securities $5,695,552
-
7d · Net gain or loss
total $5,695,552 · excluded $5,695,552
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $17,685,351 · program services $17,685,351
-
5 · Compensation of officers, directors and key employees
total $326,776 · program services $326,776
-
7 · Other salaries and wages
total $195,942 · program services $195,942
-
8 · Pension plan contributions
total $21,063 · program services $21,063
-
9 · Other employee benefits
total $78,067 · program services $78,067
-
10 · Payroll taxes
total $32,178 · program services $32,178
-
11b · Fees: legal
total $34,384 · program services $34,384
-
11c · Fees: accounting
total $36,551 · management and general $36,551
-
11f · Fees: investment management
total $231,257 · management and general $231,257
-
13 · Office expenses
total $71,576 · program services $71,576
-
14 · Information technology
total $2,027 · program services $2,027
-
16 · Occupancy
total $18,000 · program services $18,000
-
17 · Travel
total $14,825 · program services $14,825
-
24a · Other expenses: ADMINISTRATIVE FEES
total $306,336 · management and general $306,336
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $3,241,982 · end of year $4,898,631
-
12 · Investments: other securities
beginning of year $481,102,285 · end of year $604,400,774
-
17 · Accounts payable and accrued expenses
beginning of year $20,384 · end of year $29,643
-
18 · Grants payable
beginning of year $2,930,387 · end of year $4,632,691
-
25 · Other liabilities
beginning of year $58,420 · end of year $241,968
-
27 · Net assets without donor restrictions
beginning of year $481,335,076 · end of year $604,395,103
Mission and programs · 2023
Mission
MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET.
Activities or mission (Part I)
MOBILIZING THE POWER OF COMMUNITY AND THE RESOURCES OF PHILANTHROPY (CONTINUATION ON SCH O) TO ADVANCE EQUITY FOR PEOPLE, PLACES AND THE PLANET.
-
TO SUPPORT SOCIAL SERVICES, ACTIVELY ENCOURAGE INNOVATION AND EQUITY IN EDUCATION AND HEALTH, AND TO FOSTER TRANSFORMATION IN COMMUNITY NORMS. DURING THE FISCAL YEAR ENDING JUNE 30, 2024, THE FOUNDATION AWARDED GRANTS FOR $17,685,351.
Expenses $18,480,189 · Grants $17,685,351
As filed on the 2023 return.
Listed in Part VII
-
Edward WangEDWARD WANG
DIRECTOR (START 4/24)
- Total calculated
- $95,561
- From this org
- $0
- From related orgs
- $83,764
- Other
- $11,797
- Hours/week
- 0.1 + 37.5 related
-
Janelle CavanaghJANELLE CAVANAGH
DIRECTOR (START 6/23)
- Total calculated
- $377,518
- From this org
- $0
- From related orgs
- $297,502
- Other
- $80,016
- Hours/week
- 0.1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $292,347 related
- Bonus
- $0
- Other
- $0 + $5,155 related
- Deferred
- $0 + $57,996 related
- Nontaxable benefits
- $0 + $22,020 related
- Filer's total
- $0 + $377,518 related
-
Ralph LewinRALPH LEWIN
EXECUTIVE DIRECTOR
- Total calculated
- $316,143
- From this org
- $245,157
- From related orgs
- $0
- Other
- $70,986
- Hours/week
- 37.5
Schedule J breakdown matched by us
- Base
- $240,668
- Bonus
- $0
- Other
- $4,489
- Deferred
- $29,441
- Nontaxable benefits
- $41,545
- Filer's total
- $316,143
-
Jonathan LoganJONATHAN LOGAN
DIRECTOR (THRU 4/24)
- Total calculated
- $304,270
- From this org
- $0
- From related orgs
- $245,069
- Other
- $59,201
- Hours/week
- 0.1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $239,542 related
- Bonus
- $0
- Other
- $0 + $5,527 related
- Deferred
- $0 + $30,146 related
- Nontaxable benefits
- $0 + $29,055 related
- Filer's total
- $0 + $304,270 related
-
Rhea SuhRHEA SUH
PRESIDENT & CEO
- Total calculated
- $730,780
- From this org
- $0
- From related orgs
- $653,900
- Other
- $76,880
- Hours/week
- 0.1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $615,750 related
- Bonus
- $0
- Other
- $0 + $38,150 related
- Deferred
- $0 + $60,100 related
- Nontaxable benefits
- $0 + $16,780 related
- Filer's total
- $0 + $730,780 related
-
Lauren McClellandLAUREN MCCLELLAND
CFO (START 1/24)
- Total calculated
- $349,574
- From this org
- $0
- From related orgs
- $283,096
- Other
- $66,478
- Hours/week
- 0.1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $266,381 related
- Bonus
- $0
- Other
- $0 + $16,715 related
- Deferred
- $0 + $55,066 related
- Nontaxable benefits
- $0 + $11,412 related
- Filer's total
- $0 + $349,574 related
-
Ashley SmithASHLEY SMITH
SECRETARY
- Total calculated
- $173,697
- From this org
- $0
- From related orgs
- $120,545
- Other
- $53,152
- Hours/week
- 0.1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $118,162 related
- Bonus
- $0
- Other
- $0 + $2,383 related
- Deferred
- $0 + $15,416 related
- Nontaxable benefits
- $0 + $37,736 related
- Filer's total
- $0 + $173,697 related
-
Sa HartmanSA HARTMAN
CFO (THRU 12/23)
- Total calculated
- $557,405
- From this org
- $0
- From related orgs
- $459,414
- Other
- $97,991
- Hours/week
- 0.1 + 37.5 related
Schedule J breakdown matched by us
- Base
- $0 + $378,259 related
- Bonus
- $0
- Other
- $0 + $81,155 related
- Deferred
- $0 + $62,100 related
- Nontaxable benefits
- $0 + $35,891 related
- Filer's total
- $0 + $557,405 related
-
Stephanie MartinezSTEPHANIE MARTINEZ
PROGRAM MANAGER
- Total calculated
- $144,078
- From this org
- $121,198
- From related orgs
- $0
- Other
- $22,880
- Hours/week
- 37.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Independent compensation consultant
- 3 · Written employment contract
- 3 · Compensation survey or study
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 3
- COMPENSATION IS PAID BY A RELATED ORGANIZATION, MARIN COMMUNITY FOUNDATION (MCF). THE FOLLOWING IS THE REVIEW AND APPROVAL PROCESS IN DETERMINING COMPENSATION OF THE ORGANIZATION'S PRESIDENT AND CEO: THE PRESIDENT AND CEO IS THE TOP MANAGEMENT OFFICIAL OF THE ORGANIZATION, AND THEIR COMPENSATION PACKAGE IS REVIEWED AND DECIDED UPON ANNUALLY. A COMPENSATION COMMITTEE COMPRISED OF SEVERAL INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS IS ESTABLISHED ANNUALLY. AS PART OF THIS PROCESS, THE COMPENSATION COMMITTEE PREPARES A WRITTEN PERFORMANCE APPRAISAL WITH INPUT FROM ALL BOARD MEMBERS. FURTHER, THE COMMITTEE COMPARES THE PRESIDENT'S COMPENSATION TO THAT OF OTHERS IN SIMILAR POSITIONS USING VARIOUS SURVEYS. EVERY FEW YEARS, THE COMMITTEE ENGAGES AN INDEPENDENT EXECUTIVE COMPENSATION CONSULTANT TO EVALUATE THE PRESIDENT'S COMPENSATION PACKAGE TO DETERMINE IF THE COMPONENTS, AS WELL AS THE PACKAGE AS A WHOLE CONTINUE TO BE FAIR AND REASONABLE. DURING EXECUTIVE SESSION AT THE END OF THE FISCAL YEAR, WITH ALL BOARD MEMBERS ATTENDING, THE COMMITTEE REPORTS THEIR FINDINGS, THE OVERALL APPRAISAL, AND THEIR RECOMMENDATION. AFTER REVIEW AND DISCUSSION, THE BOARD DETERMINES THE PRESIDENT AND CEO'S COMPENSATION FOR THE NEXT YEAR.
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
-
PETALUMA RIVER PARK FOUNDATION INC
$2,963,000
SUPPORT THE PURCHASE OF 38 ACRES
-
$2,500,000
PROVIDE GENERAL OPERATING SUPPORT
-
SUPPORT THE CANCER CENTER MULTI-DISCIPLINARY CUTANEOUS LYMPHOMA PROGRAM
-
ARIZONA CENTER FOR EMPOWERMENT
$700,000
SUPPORT INTEGRATED VOTER ENGAGEMENT WORK
-
$700,000
PROVIDE OPERATING SUPPORT
-
$650,000
SUPPORT VOTER ENGAGEMENT EFFORTS
-
$500,000
GENERAL OPERATING SUPPORT
-
SUPPORT BOB GINSBERG AND BEN BAUER'S WORK ON PILLARS OF THE COMMUNITY
-
NOVATO UNIFIED SCHOOL DISTRICT
$399,706
SUPPORT THE ONGOING IMPLEMENTATION OF THE HEALTHY NOVATO INITIATIVES STRATEGIC PLAN
-
$350,000
SUPPORT FOR EFFORTS IN CRITICAL STATES TO STRENGTHEN ACCESS TO VOTING
The 10 largest by cash amount. The API serves every itemized grant.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(3) · PROMOTE PUBLIC HEALTH · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
501(C)(3) · GRANTMAKING · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
501(C)(3) · GRANTMAKING · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
501(C)(3) · GRANTMAKING · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
LYNX FOUNDATION
501(C)(3) · GRANTMAKING · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
501(C)(3) · GRANTMAKING · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
501(C)(3) · GRANTMAKING · CA
-
501(C)(3) · SUPPORT THE DEVELOPMENT & OPERATION OF A COMMUNITY THEATER IN THE PRESIDIO · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
501(C)(3) · SUPPORT MARIN COMMUNITY FOUNDATION AND ITS GOALS · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
501(C)(3) · GRANTMAKING · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
EQUATION CAMPAIGN & GLOBAL CLIMATE LEGAL DEFENSE
501(C)(3) · SUPPORT MARIN COMMUNITY FOUNDATION AND ITS GOALS · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
-
501(C)(3) · SUPPORT MARIN COMMUNITY FOUNDATION AND ITS GOALS · CA
Directly controlled by MARIN COMMUNITY FOUNDATION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 13 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349308391
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.