What the amendment changed
Compared with the return it replaced , filed 23 May 2025. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $466,110 changed to $48,862,682
- Total expenses
- $1,829,410 changed to $27,766,639
- Contributions and grants received
- $450,000 changed to $46,909,167
- Grants paid
- $325,881 changed to $12,702,595
- Investment income
- $16,110 changed to $1,735,440
- Other revenue
- $0 changed to $218,075
- Total assets, end of year
- $1,298,287 changed to $7,023,978,887
- Total liabilities, end of year
- $2,111,313 changed to $7,003,695,870
- Net assets or fund balances, end of year
- -$813,026 changed to $20,283,017
- Program services expenses
- $1,008,517 changed to $19,416,361
- Management and general expenses
- $812,935 changed to $8,299,745
- Fundraising expenses
- $7,958 changed to $50,533
- Program service expenses (Part III)
- $1,008,517 changed to $19,416,361
Listed only on the earlier return
- FREDERICK B BART HARVEY III
Listed only on the later return
- ANTHONY COSTELLO
- CORTNEY MUKUSHI
- DEBORAH BURAND
- KEVIN FANFONI
- KRYSTAL LANGHOLZ
- MICHAEL GROSSMAN
- STEPHANIE SEIBERG
Listed under a different title
- ANDREW MARINO: DIRECTOR then DIRECTOR (UNTIL 02/25)
- BRENDAN HERRON: DIRECTOR then DIRECTOR (UNTIL 12/24)
- ELIZABETH BAFFORD: PRESIDENT/CEO then CEO AND PRESIDENT
- EMMELINE LIU: SECRETARY/GENERAL COUNSEL then GENERAL COUNSEL
- JENNIFER PRYCE: DIRECTOR/CHAIR (AS OF 06/24) then DIRECTOR/CHAIR
Totals
- Total revenue
- $48,862,682
- Total expenses
- $27,766,639
- Contributions and grants received
- $46,909,167
- Grants paid
- $12,702,595
- Program service revenue
- $0
- Investment income
- $1,735,440
- Other revenue
- $218,075
- Total assets, end of year
- $7,023,978,887
- Total liabilities, end of year
- $7,003,695,870
- Net assets or fund balances, end of year
- $20,283,017
- Program services expenses (Part IX)
- $19,416,361
- Management and general expenses
- $8,299,745
- Fundraising expenses
- $50,533
- Program service expenses (Part III)
- $19,416,361
Program services were 69.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Listed in Part VII
-
JENNIFER PRYCE
DIRECTOR/CHAIR
- Total calculated
- $0
- Hours/week
- 1
-
LORI LEA POURIER OGALA LAKOTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
HAROLD PETTIGREW
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
SADIE MCKEOWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ANDREW MARINO
DIRECTOR (UNTIL 02/25)
- Total calculated
- $0
- Hours/week
- 1
-
MINDY LUBBER
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DOLORES HUERTA
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
BRENDAN HERRON
DIRECTOR (UNTIL 12/24)
- Total calculated
- $0
- Hours/week
- 1
-
CRYSTAL GERMAN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
RAFAEL E CESTERO
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MARTIN D EAKES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
MEESHA BROWN
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PHIL ANGELIDES
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
DEBORAH BURAND
DIRECTOR (FROM 03/25)
- Total calculated
- $0
- Hours/week
- 1
-
RENEE SATTIEWHITE
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
PATRICE WILLOUGHBY
DIRECTOR
- Total calculated
- $0
- Hours/week
- 1
-
ELIZABETH BAFFORD
CEO AND PRESIDENT
- Total calculated
- $340,459
- From this org
- $313,740
- From related orgs
- $0
- Other
- $26,719
- Hours/week
- 35 + 5 related
Schedule J breakdown matched by us
- Base
- $313,740
- Bonus
- $0
- Other
- $0
- Deferred
- $11,502
- Nontaxable benefits
- $15,217
- Filer's total
- $340,459
-
STEPHANIE SEIBERG
VP, ACCT & FIN (UNTIL 6/25)
- Total calculated
- $50,093
- From this org
- $50,093
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
EMMELINE LIU
GENERAL COUNSEL
- Total calculated
- $163,383
- From this org
- $145,269
- From related orgs
- $0
- Other
- $18,114
- Hours/week
- 22 + 18 related
Schedule J breakdown matched by us
- Base
- $145,269
- Bonus
- $0
- Other
- $0
- Deferred
- $7,353
- Nontaxable benefits
- $10,761
- Filer's total
- $163,383
-
MICHAEL GROSSMAN
CHIEF INVEST. OFFICER (FROM 06/24)
- Total calculated
- $183,441
- From this org
- $175,166
- From related orgs
- $0
- Other
- $8,275
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $175,166
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $8,275
- Filer's total
- $183,441
-
ANTHONY COSTELLO
CHIEF OPER. OFFICERS (FROM 09/24)
- Total calculated
- $100,930
- From this org
- $100,930
- From related orgs
- $0
- Other
- $0
- Hours/week
- 40
-
CORTNEY MUKUSHI
ASSOC. GENERAL COUNSEL (FROM 05/24)
- Total calculated
- $115,871
- From this org
- $115,871
- From related orgs
- $0
- Other
- $0
- Hours/week
- 33 + 7 related
-
KEVIN FANFONI
DIRECTOR OF INVESTMENTS
- Total calculated
- $124,090
- From this org
- $112,936
- From related orgs
- $0
- Other
- $11,154
- Hours/week
- 30 + 10 related
-
KRYSTAL LANGHOLZ
CHIEF COMMUNITY OFFICER
- Total calculated
- $148,693
- From this org
- $136,879
- From related orgs
- $0
- Other
- $11,814
- Hours/week
- 32 + 8 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 · Compensation committee
- 3 · Independent compensation consultant
- 3 · Approval by the board or compensation committee
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
-
$10,745,035
SUPPORT FOR NATIONAL CLEAN INVESTMENT FUND GRANT
-
$1,957,560
SUPPORT FOR NATIONAL CLEAN INVESTMENT FUND 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) · INVESTMENT MANAGEMENT · MD
-
501(C)(3) · INVESTMENT MANAGEMENT · DE
-
501(C)(3) · INVESTMENT MANAGEMENT · DE
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
C · MANAGEMENT · DE
-
CALVERT IMPACT SMALL BUSINESS LLC
C · INVESTMENT MANAGEMENT · DE
-
CALVERT IMPACT ADVISORY SERVICES LLC
C · MANAGEMENT · DE
-
C · MANAGEMENT · DE
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 20 July 2026
- IRS schema version
- 2024v5.5
- Source object
- 202602039349300610
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