Totals
- Total revenue
- $13,891,911
- Total expenses
- $16,975,383
- Contributions and grants received
- $450,100
- Grants paid
- $7,142,925
- Program services expenses (Part IX)
- $13,098,215
- Management and general expenses
- $3,877,168
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $13,098,215
Program services were 77.2% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
MOHANTY SARITA A
CEO
- Total calculated
- $810,400
- From this org
- $669,894
- From related orgs
- $0
- Other
- $140,506
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $540,886
- Bonus
- $127,076
- Other
- $1,932
- Deferred
- $92,311
- Nontaxable benefits
- $48,195
- Filer's total
- $810,400
-
ROSENSTOCK LINDA
DIRECTOR
- Total calculated
- $202,500
- From this org
- $37,500
- From related orgs
- $165,000
- Other
- $0
- Hours/week
- 2.8 + 8.2 related
Schedule J breakdown matched by us
- Base
- $37,500 + $165,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $37,500 + $165,000 related
-
JONES BRANDON
TREASURER
- Total calculated
- $174,000
- From this org
- $40,000
- From related orgs
- $134,000
- Other
- $0
- Hours/week
- 3.1 + 6.3 related
Schedule J breakdown matched by us
- Base
- $40,000 + $134,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $40,000 + $134,000 related
-
ORTIZ CELESTE
DIRECTOR
- Total calculated
- $174,000
- From this org
- $40,000
- From related orgs
- $134,000
- Other
- $0
- Hours/week
- 3.1 + 6.3 related
Schedule J breakdown matched by us
- Base
- $40,000 + $134,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $40,000 + $134,000 related
-
PHILLIPS CHERYL
CHAIRPERSON (START 1/1)
- Total calculated
- $170,000
- From this org
- $50,000
- From related orgs
- $120,000
- Other
- $0
- Hours/week
- 4.5 + 5.5 related
Schedule J breakdown matched by us
- Base
- $50,000 + $120,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $50,000 + $120,000 related
-
RUIZ DE LUZARIAGA FRANCESCA
DIRECTOR
- Total calculated
- $151,500
- From this org
- $37,500
- From related orgs
- $114,000
- Other
- $0
- Hours/week
- 2.8 + 5.8 related
Schedule J breakdown matched by us
- Base
- $37,500 + $114,000 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $37,500 + $114,000 related
-
ELLIS ROSEMARY
DIRECTOR
- Total calculated
- $140,000
- From this org
- $40,000
- From related orgs
- $100,000
- Other
- $0
- Hours/week
- 3.1 + 5 related
-
BELLA MELANIE
SECRETARY
- Total calculated
- $40,000
- From this org
- $40,000
- From related orgs
- $0
- Other
- $0
- Hours/week
- 3.1
-
CHAVEZ ANNA MARIA
DIRECTOR
- Total calculated
- $37,500
- From this org
- $37,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.8
-
QUIHUIS MARGARITA
DIRECTOR
- Total calculated
- $37,500
- From this org
- $37,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.8
-
RAPHAEL CAROL
DIRECTOR
- Total calculated
- $37,500
- From this org
- $37,500
- From related orgs
- $0
- Other
- $0
- Hours/week
- 2.8
-
HEAVENER ANIKA
VP, OPS & INVESTMENTS
- Total calculated
- $446,870
- From this org
- $398,451
- From related orgs
- $0
- Other
- $48,419
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $341,242
- Bonus
- $46,636
- Other
- $10,573
- Deferred
- $33,308
- Nontaxable benefits
- $15,111
- Filer's total
- $446,870
-
SABORIO RIGOBERTO J
VP PROG EQ & COMM IMPACT (END 12/31)
- Total calculated
- $381,931
- From this org
- $349,798
- From related orgs
- $0
- Other
- $32,133
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $277,935
- Bonus
- $37,013
- Other
- $34,850
- Deferred
- $27,684
- Nontaxable benefits
- $4,449
- Filer's total
- $381,931
-
IPAKCHI NARDA L
VP, POLICY AND PROGRAMS
- Total calculated
- $297,254
- From this org
- $276,239
- From related orgs
- $0
- Other
- $21,015
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $231,525
- Bonus
- $31,091
- Other
- $13,623
- Deferred
- $18,416
- Nontaxable benefits
- $2,599
- Filer's total
- $297,254
-
KING NATALIE
SR. DIR, STRATEGY
- Total calculated
- $249,363
- From this org
- $200,022
- From related orgs
- $0
- Other
- $49,341
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $147,798
- Bonus
- $51,963
- Other
- $261
- Deferred
- $14,545
- Nontaxable benefits
- $34,796
- Filer's total
- $249,363
-
AHERN BRENDAN H
DIR IMPACT INVESTING
- Total calculated
- $245,184
- From this org
- $218,828
- From related orgs
- $0
- Other
- $26,356
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $189,932
- Bonus
- $28,500
- Other
- $396
- Deferred
- $13,300
- Nontaxable benefits
- $13,056
- Filer's total
- $245,184
-
WESTPHAL ERIN
PROGRAM OFFICER
- Total calculated
- $211,237
- From this org
- $179,644
- From related orgs
- $0
- Other
- $31,593
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,922
- Bonus
- $15,218
- Other
- $504
- Deferred
- $12,773
- Nontaxable benefits
- $18,820
- Filer's total
- $211,237
-
PETERSON KALI
PROGRAM OFFICER
- Total calculated
- $207,400
- From this org
- $192,149
- From related orgs
- $0
- Other
- $15,251
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $163,715
- Bonus
- $27,941
- Other
- $493
- Deferred
- $13,450
- Nontaxable benefits
- $1,801
- Filer's total
- $207,400
-
NAVA-SCHELLINGER VIVIAN
DIR, CI AND CA PARTNERSHIPS
- Total calculated
- $201,422
- From this org
- $186,074
- From related orgs
- $0
- Other
- $15,348
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,101
- Bonus
- $10,653
- Other
- $320
- Deferred
- $13,025
- Nontaxable benefits
- $2,323
- Filer's total
- $201,422
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 — 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
- 1a · First-class or charter travel
- 1b · Written policy on the line-1a expenses
- 2 · Substantiation required before reimbursing expenses
- 3 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Form 990 of other organizations
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
- 4b · Supplemental nonqualified retirement plan
- 7 · Other non-fixed payments
Answered no
- 4a · Severance or change-of-control payment
- 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
- 8 · Paid under the initial-contract exception
The filer's explanations (Part III)
- PART I, LINE 1A
- WHILE THE FOUNDATION'S TRAVEL POLICY NORMALLY REQUIRES THE USE OF ECONOMY CLASS FLIGHTS AT THE LOWEST AVAILABLE FARE, TRAVEL IN BUSINESS CLASS (OR FIRST CLASS, IF BUSINESS CLASS IS NOT OFFERED FOR THE FLIGHT BEING TAKEN) IS PERMITTED UNDER CERTAIN SPECIFIED OR OTHER EXTENUATING CIRCUMSTANCES. THE CIRCUMSTANCES DESCRIBED ABOVE MET THE REQUIREMENTS UNDER THE TRAVEL POLICY.
- PART I, LINE 4B
- PART I, LINE 4B: THE COMPANY PROVIDES A SUPPLEMENTAL NON-QUALIFIED RETIREMENT PLAN TO OFFICERS AND SENIOR VICE PRESIDENTS VIA ITS SECTION 457(F) PLAN. FOR CONTRIBUTIONS MADE PRIOR TO DECEMBER 31, 2017, A PARTICIPANT BECOMES VESTED IN THE 457(F) UPON COMPLETION OF ONE OF THE CHOSEN VESTING OPTIONS: 1) FIVE YEARS OF SERVICE AND 62 YEARS OF AGE OR 2) 10 YEARS OF SERVICE. ON JANUARY 1, 2018, A NEW PLAN WAS ADOPTED, FOR CONTRIBUTIONS MADE ON OR ATER THAT DATE, A PARTICIPANT BECOMES VESTED IN THE 457(F) FOLLOWING A 4 YEAR CLASS VESTING CYCLE. SUPPLEMENTAL NON-QUALIFIED PLAN PART VII: NO SUPPLEMENTAL NON-QUALIFIED PLAN PAYMENTS WERE MADE DURING THE YEAR. DEFERRED COMPENSATION FOR 2024, REPORTED ON SCHEDULE J, PART II, COLUMN B AND COLUMN C CONSISTS OF THE FOLLOWING: 1) 457(F) EMPLOYER CONTRIBUTIONS ARE SUBJECT TO VESTING TERMS AND CONDITIONS AS NOTED IN THE PLAN DOCUMENTS. BASED ON THESE VESTING TERMS AND CONDITIONS, THERE IS SUBSTANTIAL RISK OF FORFEITURE. 2) 457(B) IS A DEFERRED COMPENSATION PLAN THAT THE EMPLOYER AND EMPLOYEE CONTRIBUTE TO, UP TO THE COMPANY'S DEFINED AND IRS ANNUAL LIMITS. 3) 401(K) QUALIFIED RETIREMENT PLAN CONTRIBUTIONS (EMPLOYER MATCH AND SAFE HARBOR) UP TO THE IRS ANNUAL LIMITS.
- PART I, LINE 7
- INCENTIVE COMPENSATION IS PROVIDED TO ELIGIBLE PARTICIPANTS LISTED ON PART VII OF THE FORM 990. THE INCENTIVE COMPENSATION IS BASED ON ACHIEVEMENT OF PERFORMANCE GOALS AND IS THEN COMPUTED BASED ON A PERCENTAGE OF BASE COMPENSATION AND THE ASSESSED ACHIEVEMENT OF THE PERFORMANCE GOALS. THE PERFORMANCE GOALS ARE ESTABLISHED ANNUALLY BY THE BOARD OF DIRECTORS, AND THE BONUS AMOUNTS ARE DETERMINED BY THE COMPENSATION COMMITTEE (FOR ALL STAFF OTHER THAN THE CEO) AND THE BOARD OF DIRECTORS (FOR THE CEO) BASED ON THE ACHIEVEMENT OF THE PERFORMANCE GOALS. ADDITIONALLY, CERTAIN EMPLOYEES ARE ELIBIGLE FOR SPOT AWARDS AND OTHER ONE TIME BONUSES AT THE DISCRETION OF THE EXECUTIVE TEAM.
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
-
UNIVERSITY OF MASSACHUSETTS BOSTON
$649,189
THE PURPOSE OF THIS INITIATIVE IS TO PROVIDE THE KNOWLEDGE AND INFORMATION TO POLICYMAKERS, THAT IS, THE INTELLECTUAL INFRASTRUCTURE, NECESSARY TO ADVANCE LTSS FINANCING REFORM.
-
$599,560
THIS PROJECT IS AN INITIATIVE TO ACCELERATE EQUITABLE POLICY CHANGE AND HEALTH-SYSTEMS IMPROVEMENT FOR AND WITH OLDER AMERICANS. IN YEAR 2, WE'LL EXPAND OUR POOL OF OLDER ADULTS FOR ONGOING HUMAN-CENTERED RESEARCH, DOCUMENT THEIR EXPERIENCES, THEN ADD THEIR DATA TO THE PEOPLE SAY, OUR PLATFORM FOR PUBLIC CIVIC RESEARCH, WITH THE GOAL OF SPURRING BOLD ACTION TO BETTER INCORPORATE OLDER ADULTS' NEEDS AND PREFERENCES INTO SOCIAL-SCALE PROGRAMS.
-
$348,431
IMPROVE FINANCIAL SECURITY FOR OLDER ADULTS BY ADDRESSING ROOT CAUSES
-
$330,000
STRENGTHEN AGING & HEALTH INFRASTRUCTURE; DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM
-
$300,000
STRENGTHEN AGING & HEALTH INFRASTRUCTURE; DRIVE REPRESENTATION IN DATA COLLECTION & ANALYSIS ACROSS THE HEALTH AND SOCIAL CARE ECOSYSTEM
-
$300,000
THE INVESTIGATIVE REPORTING PROGRAM AT THE UC BERKELEY GRADUATE SCHOOL OF JOURNALISM
-
$272,943
TSF SEEKS A PARTNER IN GATHERING AND SYNTHESIZING FEEDBACK AND INSIGHTS FROM OLDER ADULTS THAT MIGHT INFORM ICC'S DEVELOPMENT OF THE NATIONAL FRAMEWORK ON AGING.
-
ANNE TUMLINSON INNOVATIONS LLC
$257,386
INFORM NEW MEDICARE COVERAGE AND CARE DELIVERY REFORMS TO REFLECT THE NEEDS AND PREFERENCES OF PRIORITY POPULATIONS
-
$250,185
COLLECT NEW SURVEY DATA TO PROVIDE INSIGHTS AND RECOMMENDATIONS ON HOW EMPLOYERS, MIDCAREER/OLDER WORKERS THEMSELVES, AND POLICY MAKERS CAN TAKE STEPS TO BETTER POSITION THEMSELVES FOR AN AI-INFUSED WORKPLACE MOVING FORWARDS
-
CALIFORNIA COLLABORATIVE FOR LTSS
$233,100
SUPPORT CDA IN THE PLANNING AND EXECUTION OF THE 2024 CA FOR ALL AGES & ABILITIES CONFERENCE.
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) · ADMIN SUPPORT · CA
-
501(C)(3) · MEDICARE ADVANTAGE · CA · controlled entity
Directly controlled by SCAN GROUP
-
501(C)(4) · MEDICARE ADVANTAGE · NV · controlled entity
Directly controlled by SCAN GROUP
-
501(C)(4) · MEDICARE ADVANTAGE · AZ · controlled entity
Directly controlled by SCAN GROUP
-
501(C)(4) · MEDICARE ADVANTAGE · TX · controlled entity
Directly controlled by SCAN GROUP
-
501(C)(3) · MEDICARE ADVANTAGE · CA · controlled entity
Directly controlled by SCAN GROUP
-
501(C)(4) · MEDICARE ADVANTAGE · NM · controlled entity
Directly controlled by SCAN GROUP
-
501(C)(4) · MEDICARE ADVANTAGE · WA · controlled entity
Directly controlled by SCAN GROUP
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 17 November 2025
- IRS schema version
- 2024v5.2
- Source object
- 202513189349305796
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.