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Nonprofiteer
← PETERSON SOLUTIONS FUND

Form 990 for tax year 2024

Filed by PETERSON SOLUTIONS FUND.

Totals

Total revenue
$5,132,155
Total expenses
$7,586,741
Contributions and grants received
$0
Grants paid
$3,627,000
Program service revenue
$0
Investment income
$5,132,155
Other revenue
$0
Total assets, end of year
$429,062,010
Total liabilities, end of year
$659,469
Net assets or fund balances, end of year
$428,402,541
Program services expenses (Part IX)
$6,755,028
Management and general expenses
$831,713
Fundraising expenses
$0
Program service expenses (Part III)
$6,755,028

Program services were 89.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MICHAEL A PETERSON

    CHAIRMAN & CEO

    Total calculated
    $0
    Hours/week
    5 + 36 related

  • MICHAEL SHANKMAN

    TREASURER

    Total calculated
    $0
    Hours/week
    5 + 15 related

  • BRETT LOPER

    EXECUTIVE DIRECTOR

    Total calculated
    $715,561
    From this org
    $553,541
    From related orgs
    $36,166
    Other
    $125,854
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $426,041 + $28,666 related
    Bonus
    $127,500 + $7,500 related
    Other
    $0
    Deferred
    $81,913 + $863 related
    Nontaxable benefits
    $40,676 + $2,402 related
    Filer's total
    $676,130 + $39,431 related

  • LAURA GORDON

    SR VP, COMM & PUBLIC AFFAIRS, PGPF

    Total calculated
    $399,729
    From this org
    $36,018
    From related orgs
    $293,032
    Other
    $70,679
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $31,018 + $250,532 related
    Bonus
    $5,000 + $42,500 related
    Other
    $0
    Deferred
    $1,725 + $14,663 related
    Nontaxable benefits
    $5,715 + $48,576 related
    Filer's total
    $43,458 + $356,271 related

  • LORETTA UCELLI

    EVP - STRATEGY & COMM, PGPF

    Total calculated
    $365,562
    From this org
    $76,029
    From related orgs
    $237,669
    Other
    $51,864
    Hours/week
    10 + 30 related

    Schedule J breakdown matched by us

    Base
    $59,529 + $188,169 related
    Bonus
    $16,500 + $49,500 related
    Other
    $0
    Deferred
    $4,157 + $36,454 related
    Nontaxable benefits
    $2,961 + $8,292 related
    Filer's total
    $83,147 + $282,415 related

  • MYRA SUNG

    VICE PRESIDENT, PROGRAMS, PGPF

    Total calculated
    $364,442
    From this org
    $35,177
    From related orgs
    $262,354
    Other
    $66,911
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $26,677 + $194,354 related
    Bonus
    $8,500 + $68,000 related
    Other
    $0
    Deferred
    $1,725 + $13,800 related
    Nontaxable benefits
    $5,710 + $45,676 related
    Filer's total
    $42,612 + $321,830 related

  • MAIRIN MANCINO

    VICE PRESIDENT, POLICY, PCH

    Total calculated
    $311,075
    From this org
    $27,018
    From related orgs
    $214,888
    Other
    $69,169
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $24,818 + $196,188 related
    Bonus
    $2,200 + $18,700 related
    Other
    $0
    Deferred
    $2,700 + $22,950 related
    Nontaxable benefits
    $4,581 + $38,938 related
    Filer's total
    $34,299 + $276,776 related

  • JENNIFER HEETTNER

    DIRECTOR, MONITORING & EVAL, PGPF

    Total calculated
    $216,024
    From this org
    $12,572
    From related orgs
    $180,437
    Other
    $23,015
    Hours/week
    2 + 38 related

    Schedule J breakdown matched by us

    Base
    $11,172 + $168,187 related
    Bonus
    $1,400 + $12,250 related
    Other
    $0
    Deferred
    $1,388 + $20,485 related
    Nontaxable benefits
    $79 + $1,063 related
    Filer's total
    $14,039 + $201,985 related

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 · Written employment contract

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

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

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.

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • PJ A CAPITAL LLC

    LLC THAT HOLDS INVESTMENTS · DE · income $5,131,056 · assets $428,131,458

    Directly controlled by PETERSON SOLUTIONS FUND

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • HOLDINGS A LLC

    C · LLC THAT HOLDS INVESTMENTS · DE · 100% owned · share of income $3,468,585 · share of assets $35,737,215 · controlled entity

    Directly controlled by PETERSON SOLUTIONS FUND

  • PSF MEMBER INC

    C · HOLDING COMPANY · DE

Provenance

Return type
form_990
Tax year
2024
Filed
14 May 2026
IRS schema version
2024v5.5
Source object
202611359349306396

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