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Nonprofiteer
← ROCKEFELLER PHILANTHROPY ADVISORS INC

Form 990 for tax year 2022

Filed by ROCKEFELLER PHILANTHROPY ADVISORS INC.

Totals

Total revenue
$681,676,124
Total expenses
$520,835,330
Contributions and grants received
$666,653,260
Grants paid
$304,554,145
Program services expenses (Part IX)
$504,551,783
Management and general expenses
$15,189,114
Fundraising expenses
$1,094,433
Program service expenses (Part III)
$504,551,783

Program services were 96.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Listed in Part VII

  • MELISSA A BERMAN

    PRESIDENT AND CEO

    Total calculated
    $777,523
    From this org
    $714,440
    From related orgs
    $0
    Other
    $63,083
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $555,000
    Bonus
    $159,440
    Other
    $0
    Deferred
    $36,476
    Nontaxable benefits
    $26,607
    Filer's total
    $777,523

  • ANA MARIE ARGILAGOS

    TREASURER

    Total calculated
    $0
    Hours/week
    1

  • MAC BRODERICK

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • KYUNGSUN CHUNG

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • RIEN VAN GENDT

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CATHY HALSTEAD

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL QUATTRONE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • LUTHER M RAGIN JR

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PETER C ROCKEFELLER

    BOARD MEMBER (THRU 12/08/22)

    Total calculated
    $0
    Hours/week
    1

  • RYAN ROCKEFELLER

    BOARD MEMBER (THRU 12/08/22)

    Total calculated
    $0
    Hours/week
    1

  • VALERIE ROCKEFELLER

    CHAIR

    Total calculated
    $0
    Hours/week
    1

  • THEO SPENCER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ROBIN STRAWBRIDGE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • SARAH TEACHER

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • CRYSTAL HAYLING

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • MELVIN J GALLOWAY

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • PETER GILL CASE

    BOARD MEMBER

    Total calculated
    $0
    Hours/week
    1

  • ALTA BUDEN

    BOARD MEMBER (AS OF 12/08/22)

    Total calculated
    $0
    Hours/week
    1

  • MOSUN LAYODE

    BOARD MEMBER (AS OF 12/08/22)

    Total calculated
    $0
    Hours/week
    1

  • VINIT RISHI

    BOARD MEMBER (AS OF 12/08/22)

    Total calculated
    $0
    Hours/week
    1

  • NICHOLAS HODGES

    SENIOR VICE PRESIDENT/COO

    Total calculated
    $537,847
    From this org
    $483,336
    From related orgs
    $0
    Other
    $54,511
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $409,006
    Bonus
    $74,330
    Other
    $0
    Deferred
    $27,495
    Nontaxable benefits
    $27,016
    Filer's total
    $537,847

  • WALTER SWEET

    EXE. SR. VICE PRESIDENT

    Total calculated
    $504,727
    From this org
    $453,860
    From related orgs
    $0
    Other
    $50,867
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $407,350
    Bonus
    $46,510
    Other
    $0
    Deferred
    $27,450
    Nontaxable benefits
    $23,417
    Filer's total
    $504,727

  • GREGORY RATLIFF

    SENIOR VICE PRESIDENT

    Total calculated
    $481,232
    From this org
    $442,197
    From related orgs
    $0
    Other
    $39,035
    Hours/week
    35 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $365,346
    Bonus
    $76,851
    Other
    $0
    Deferred
    $25,187
    Nontaxable benefits
    $13,848
    Filer's total
    $481,232

  • YOGITA RAM NAIK

    CHRO & SVP, PEOPLE & CUTLURE

    Total calculated
    $440,398
    From this org
    $402,136
    From related orgs
    $0
    Other
    $38,262
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $382,500
    Bonus
    $19,636
    Other
    $0
    Deferred
    $24,392
    Nontaxable benefits
    $13,870
    Filer's total
    $440,398

  • RENEE KARIBI-WHYTE

    VP & ASST. CORP. SECRETARY

    Total calculated
    $397,366
    From this org
    $340,962
    From related orgs
    $0
    Other
    $56,404
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $293,618
    Bonus
    $47,344
    Other
    $0
    Deferred
    $27,432
    Nontaxable benefits
    $28,972
    Filer's total
    $397,366

  • CHRISTOPHER WELCH

    VP & CFO (THRU 05/22)

    Total calculated
    $296,676
    From this org
    $275,566
    From related orgs
    $0
    Other
    $21,110
    Hours/week
    35 + 0.5 related

    Schedule J breakdown matched by us

    Base
    $93,546
    Bonus
    $29,620
    Other
    $152,400
    Deferred
    $14,059
    Nontaxable benefits
    $7,051
    Filer's total
    $296,676

  • YOLANDA A ARIAS-BROWNELL

    SR.VP,PEOPLE & CULTURE (THRU 01/22)

    Total calculated
    $10,863
    From this org
    $7,366
    From related orgs
    $0
    Other
    $3,497
    Hours/week
    35

  • JENNIFER KITT

    EXECUTIVE DIRECTOR (CLIMATE INIT).

    Total calculated
    $684,745
    From this org
    $616,008
    From related orgs
    $0
    Other
    $68,737
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $616,008
    Bonus
    $0
    Other
    $0
    Deferred
    $29,260
    Nontaxable benefits
    $39,477
    Filer's total
    $684,745

  • MARGARET HEMPEL

    EXE. DIRECTOR, SPONS. PROJECT

    Total calculated
    $421,927
    From this org
    $393,139
    From related orgs
    $0
    Other
    $28,788
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $381,639
    Bonus
    $11,500
    Other
    $0
    Deferred
    $27,450
    Nontaxable benefits
    $1,338
    Filer's total
    $421,927

  • PASCALE DE LA FREGONNIERE POITTEVIN

    VP OF SPONSORED PROJ.

    Total calculated
    $419,849
    From this org
    $378,775
    From related orgs
    $0
    Other
    $41,074
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $285,321
    Bonus
    $93,454
    Other
    $0
    Deferred
    $27,450
    Nontaxable benefits
    $13,624
    Filer's total
    $419,849

  • ROBYNN STEFFEN

    VP & COO, SPONSORED PROJECT

    Total calculated
    $429,549
    From this org
    $381,318
    From related orgs
    $0
    Other
    $48,231
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $381,318
    Bonus
    $0
    Other
    $0
    Deferred
    $27,450
    Nontaxable benefits
    $20,781
    Filer's total
    $429,549

  • MARIA ATHENA R BALLESTEROS

    DIRECTOR, SPONSORED PROJECT

    Total calculated
    $396,786
    From this org
    $330,000
    From related orgs
    $0
    Other
    $66,786
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $330,000
    Bonus
    $0
    Other
    $0
    Deferred
    $27,450
    Nontaxable benefits
    $39,336
    Filer's total
    $396,786

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

  • 3 · Compensation committee
  • 3 · Independent compensation consultant
  • 3 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 4a · Severance or change-of-control payment
  • 7 · Other non-fixed payments

Answered no

  • 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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 4A
FORMER VICE PRESIDENT AND CHIEF FINANCIAL OFFICER, CHRISTOPHER WELCH, RECEIVED A SEVERANCE PAYMENT IN THE AMOUNT OF $152,400 IN CALENDAR YEAR 2022. THIS AMOUNT HAS BEEN REPORTED IN SCHEDULE J, PART II, COLUMN (B)(III).
PART I, LINE 7
RPA HAS A PERFORMANCE BASED INCENTIVE COMPENSATION PLAN. EMPLOYEES OF RPA CAN EARN INCENTIVE COMPENSATION IF THEY MEET THE CRITERIA OUTLINED IN THEIR WORK PLANS. THESE WORK PLANS ARE REVIEWED AND APPROVED BY EACH EMPLOYEE'S RESPECTIVE SUPERIORS AND RPA'S CEO. THE CEO IS ELIGIBLE TO PARTICIPATE IN THE INCENTIVE COMPENSATION PLAN AS WELL; HOWEVER, MS. BERMAN'S WORK PLAN IS REVIEWED BY THE BOARD OF DIRECTORS AND HER INCENTIVE COMPENSATION PAYMENTS ARE REVIEWED AND APPROVED BY THE BOARD (AND SHE RECUSES HERSELF FROM THOSE DELIBERATIONS).

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 September 2023
IRS schema version
2022v5.0
Source object
202302569349300030

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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