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Nonprofiteer
← LOCAL INITIATIVES SUPPORT CORPORATION

Form 990 for tax year 2023

Filed by LOCAL INITIATIVES SUPPORT CORPORATION.

Totals

Total revenue
$373,059,143
Total expenses
$372,765,330
Contributions and grants received
$252,201,918
Grants paid
$170,453,379
Program service revenue
$111,047,751
Investment income
$10,086,618
Other revenue
-$277,144
Total assets, end of year
$1,515,989,183
Total liabilities, end of year
$981,396,797
Net assets or fund balances, end of year
$534,592,386
Program services expenses (Part IX)
$333,560,642
Management and general expenses
$28,998,051
Fundraising expenses
$10,206,637
Program service expenses (Part III)
$333,560,642

Program services were 89.5% 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.

  • 1a · Federated campaigns

    $1,596,287

  • 1c · Fundraising events

    $1,035,494

  • 1d · Related organizations

    $17,525,000

  • 1e · Government grants (contributions)

    $142,788,409

  • 1f · All other contributions, gifts and grants

    $89,256,728

  • 2a · Program service revenue: INTEREST INC. ON LOANS

    total $38,323,284 · related or exempt $38,323,284

  • 2b · Program service revenue: CONSULTING

    total $29,029,458 · related or exempt $29,029,458

  • 2c · Program service revenue: COMMUNITY DEV. FEES

    total $20,619,610 · related or exempt $19,971,260 · unrelated business $648,350

  • 2d · Program service revenue: EQUITY IN AFFIL./FUNDS

    total $19,799,744 · related or exempt $19,799,744

  • 2e · Program service revenue: MANAGEMENT FEE

    total $1,979,813 · related or exempt $1,979,813

  • 2f · All other program service revenue

    total $1,295,842 · related or exempt $1,295,842

  • 3 · Investment income

    total $7,930,524 · excluded $7,930,524

  • 6a · Gross rents

    real property $61,900

  • 6b · Less rental expenses

    real property $44,579

  • 6c · Rental income or loss

    real property $17,321

  • 6d · Net rental income or loss

    total $17,321 · excluded $17,321

  • 7a · Gross sales of assets other than inventory

    securities $121,537,333 · other assets $2,208,045

  • 7b · Less cost or other basis and sales expenses

    securities $121,589,284 · other assets $0

  • 7c · Gain or loss

    securities -$51,951 · other assets $2,208,045

  • 7d · Net gain or loss

    total $2,156,094 · excluded $2,156,094

  • 8a · Fundraising events: gross income

    $224,960

  • 8a · Fundraising events: contributions included on line 1c

    $1,035,494

  • 8b · Fundraising events: direct expenses

    $1,309,864

  • 8c · Net income from fundraising events

    total -$1,084,904 · excluded -$1,084,904

  • 11d · All other revenue

    total $790,439 · related or exempt $790,439

  • 11e · Other revenue, total

    $790,439

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $149,956,100 · program services $149,956,100

  • 2 · Grants to domestic individuals

    total $20,497,279 · program services $20,497,279

  • 5 · Compensation of officers, directors and key employees

    total $14,768,676 · program services $10,120,677 · management and general $3,449,599 · fundraising $1,198,400

  • 7 · Other salaries and wages

    total $63,453,002 · program services $43,772,004 · management and general $14,633,335 · fundraising $5,047,663

  • 8 · Pension plan contributions

    total $4,080,831 · program services $2,693,348 · management and general $1,020,208 · fundraising $367,275

  • 9 · Other employee benefits

    total $15,465,767 · program services $10,207,406 · management and general $3,866,442 · fundraising $1,391,919

  • 10 · Payroll taxes

    total $4,862,692 · program services $3,209,377 · management and general $1,215,673 · fundraising $437,642

  • 11a · Fees: management

    total $32,206,328 · program services $34,788,170 · management and general -$2,581,842

  • 11b · Fees: legal

    total $1,067,544 · program services $521,954 · management and general $545,590

  • 11c · Fees: accounting

    total $594,753 · program services $124,653 · management and general $470,100

  • 11d · Fees: lobbying

    total $72,000 · program services $47,520 · management and general $18,000 · fundraising $6,480

  • 11e · Fees: professional fundraising services

    total $127,300 · fundraising $127,300

  • 11f · Fees: investment management

    total $881,506 · management and general $881,506

  • 11g · Fees: other

    total $2,938,897 · program services $2,434,567 · management and general $495,060 · fundraising $9,270

  • 12 · Advertising and promotion

    total $155,262 · program services $102,474 · management and general $38,815 · fundraising $13,973

  • 13 · Office expenses

    total $4,977,394 · program services $3,283,996 · management and general $1,272,734 · fundraising $420,664

  • 14 · Information technology

    total $783,576 · program services $517,160 · management and general $195,894 · fundraising $70,522

  • 16 · Occupancy

    total $6,630,779 · program services $4,455,822 · management and general $1,592,405 · fundraising $582,552

  • 17 · Travel

    total $2,327,843 · program services $1,583,205 · management and general $552,300 · fundraising $192,338

  • 19 · Conferences, conventions and meetings

    total $1,090,344 · program services $730,653 · management and general $265,518 · fundraising $94,173

  • 20 · Interest

    total $20,566,333 · program services $20,514,024 · management and general $52,309

  • 22 · Depreciation, depletion and amortization

    total $846,865 · program services $593,047 · management and general $190,171 · fundraising $63,647

  • 23 · Insurance

    total $1,202,118 · program services $836,226 · management and general $269,038 · fundraising $96,854

  • 24a · Other expenses: UNCOLLECTIBLE LOANS WRI

    total $10,214,377 · program services $10,214,377

  • 24b · Other expenses: PROVISION FOR RECOVERAB

    total $6,264,874 · program services $6,264,874

  • 24c · Other expenses: PROVISION FOR UNCOLLECT

    total $2,084,410 · program services $1,952,020 · management and general $132,390

  • 24d · Other expenses: FEES, DUES & SUBSCRIPTI

    total $2,023,668 · program services $1,849,243 · management and general $128,254 · fundraising $46,171

  • 24e · All other expenses

    total $2,624,812 · program services $2,290,466 · management and general $294,552 · fundraising $39,794

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $22,179,879 · end of year $21,690,531

  • 2 · Savings and temporary cash investments

    beginning of year $352,881,540 · end of year $327,894,243

  • 3 · Pledges and grants receivable

    beginning of year $42,748,781 · end of year $48,883,847

  • 4 · Accounts receivable

    beginning of year $49,560,886 · end of year $69,115,829

  • 9 · Prepaid expenses and deferred charges

    beginning of year $11,433,280 · end of year $9,342,640

  • 10a · Land, buildings and equipment: cost or other basis

    $9,707,799

  • 10b · Land, buildings and equipment: accumulated depreciation

    $3,501,263

  • 10c · Land, buildings and equipment, net

    beginning of year $5,829,098 · end of year $6,206,536

  • 11 · Investments: publicly traded securities

    beginning of year $97,453,108 · end of year $94,914,410

  • 12 · Investments: other securities

    beginning of year $13,215,428 · end of year $7,412,880

  • 13 · Investments: program-related

    beginning of year $630,645,936 · end of year $770,662,647

  • 14 · Intangible assets

    beginning of year $48,500,955 · end of year $43,643,225

  • 15 · Other assets

    beginning of year $108,697,824 · end of year $116,222,395

  • 17 · Accounts payable and accrued expenses

    beginning of year $36,930,751 · end of year $35,505,877

  • 18 · Grants payable

    beginning of year $60,455,056 · end of year $76,689,196

  • 19 · Deferred revenue

    beginning of year $123,275 · end of year $70,737

  • 22 · Loans and payables to officers and key people

    beginning of year $250,000 · end of year $250,000

  • 24 · Unsecured notes and loans payable

    beginning of year $639,863,553 · end of year $778,673,668

  • 25 · Other liabilities

    beginning of year $97,027,740 · end of year $90,207,319

  • 27 · Net assets without donor restrictions

    beginning of year $245,333,393 · end of year $233,943,927

  • 28 · Net assets with donor restrictions

    beginning of year $303,162,947 · end of year $300,648,459

Mission and programs · 2023

Mission

TOGETHER WITH RESIDENTS AND PARTNERS, LISC FORGES RESILIENT AND INCLUSIVE COMMUNITIES OF OPPORTUNITIES ACROSS AMERICA GREAT PLACES TO LIVE, WORK, VISIT, DO BUSINESS AND RAISE FAMILIES.WE CARRY OUT THIS MISSION BY,- PROVIDING ACCESS TO CAPITAL THROUGH OUR OWN INVESTMENTS AND THE MULTIPLIER EFFECTS THEY BRING.- CONNECTING PARTNERS TO RESOURCES AND EACH OTHER TO ADVANCE COMMUNITY-DRIVEN PRIORITIES.- DESIGNING AND IMPLEMENTING CREATIVE SOLUTIONS TO DRIVE SYSTEMS CHANGE.

Activities or mission (Part I)

SEE SCHEDULE O.ASSISTS COMMUNITY STAKEHOLDERS IN URBAN AND RURAL AREAS ACROSS THE U.S. TO IMPROVE THE QUALITY OF LIFE FOR HISTORICALLY UNDERSERVED PEOPLE AND PLACES.

  • PROJECT DEVELOPMENT AND INVESTMENT. LISC PROVIDES TECHNICAL ASSISTANCE AND OTHER PROGRAM SERVICES TO COMMUNITY BASED ORGANIZATIONS THROUGHOUT THE COUNTRY TO ASSIST THEM IN TRANSFORMING THEIR COMMUNITIES INTO HEALTHY AND SUSTAINABLE COMMUNITIES OF CHOICE AND OPPORTUNITY, INCLUDING EFFORTS TO PROMOTE SAFER STREETS; HELP RESIDENTS ACHIEVE ECONOMIC STABILITY; IMPROVE HEALTH AND ENCOURAGE HEALTHY LIFESTYLES; AND INCENTIVIZE CHANGE THROUGH ARTS AND CULTURE.

    Expenses $129,844,357 · Revenue $67,740,273

  • LISC PROVIDES GRANTS TO COMMUNITY BASED ORGANIZATIONS THROUGHOUT THE COUNTRY TO SUPPORT THEIR EFFORTS TO TRANSFORM DISTRESSED COMMUNITIES. IN 2023, LISC ISSUED 2,444 GRANTS THROUGHOUT THE COUNTRY TO SUPPORT THE DEVELOPMENT OF 2,675 UNITS OF AFFORDABLE HOMES AND APARTMENTS; 112,720 SQUARE FEET OF COMMERCIAL, COMMUNITY, AND EDUCATIONAL FACILITY SPACE; AND CAPACITY BUILDING, OPERATIONS, AND OTHER COMMUNITY DEVELOPMENT ACTIVITIES. LISC ALSO ISSUED 200 GRANTS TO SMALL BUSINESSES AND OTHER INSTITUTIONS THROUGHOUT THE COUNTRY FOR COVID-19 RELIEF.

    Expenses $170,453,379 · Grants $170,453,379

  • LENDING. LISC PROVIDES LOANS, LINES OF CREDIT, AND OTHER RECOVERABLE FINANCING AT ALL STAGES OF DEVELOPMENT - FROM PREDEVELOPMENT TO PERMANENT - TO SUPPORT PROJECTS AND PROGRAMS THAT REVITALIZE LOW- AND MODERATE-INCOME COMMUNITIES AND BENEFIT LOW- AND MODERATE-INCOME INDIVIDUALS.

    Expenses $33,262,906 · Revenue $43,449,567

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • ALISAHAH JACKSON MD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • AUDREY CHOI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CHARLES SMITH

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • COLVIN W GRANNUM

    OUTGOING-DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • CURTIS REED JR

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • DAVID HESS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ELLEN GILLIGAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREGORY BELINFANTI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • GREGORY FAIRCHILD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • JERRY RICKETT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KAREN FANG

    OUTGOING-DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • KATHRYN E MERCHANT

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA CASHIN

    VICE CHAIR & DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • LISA GLOVER

    OUTGOING-CEO/DIRECTOR

    Total calculated
    $728,705
    From this org
    $682,537
    From related orgs
    $0
    Other
    $46,168
    Hours/week
    35 + 2 related

    Schedule J breakdown matched by us

    Base
    $607,935
    Bonus
    $27,500
    Other
    $47,102
    Deferred
    $33,604
    Nontaxable benefits
    $13,131
    Filer's total
    $729,272

  • LISA HASEGAWA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • MICHAEL PUGH

    CEO/DIRECTOR

    Total calculated
    $226,561
    From this org
    $224,934
    From related orgs
    $0
    Other
    $1,627
    Hours/week
    33 + 2 related

    Schedule J breakdown matched by us

    Base
    $149,775
    Bonus
    $75,000
    Other
    $159
    Deferred
    $0
    Nontaxable benefits
    $2,207
    Filer's total
    $227,141

  • MICHELLE DE LA UZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NICOLE ARNABOLDI

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • NILDA RUIZ

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • REY RAMSEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • RICHARD RAPSON

    OUTGOING-DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ROBERT RUBIN

    CHAIRMAN & DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • SALLY DURDAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ZACHARY BOYERS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    1

  • ADRIANA SANDOVAL

    SVP/CFO BROADSTREET IMPACT SERVICES, LLC

    Total calculated
    $323,955
    From this org
    $275,663
    From related orgs
    $0
    Other
    $48,292
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $250,663
    Bonus
    $25,000
    Other
    $0
    Deferred
    $18,308
    Nontaxable benefits
    $29,984
    Filer's total
    $323,955

  • ALEXIS HAMILTON

    OUTGOING CHIEF EXECUTIVE OFFICER-IMMITO

    Total calculated
    $182,533
    From this org
    $160,200
    From related orgs
    $0
    Other
    $22,333
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $159,892
    Bonus
    $0
    Other
    $308
    Deferred
    $6,890
    Nontaxable benefits
    $15,808
    Filer's total
    $182,898

  • ANNA ALEKSEYEVA

    SVP

    Total calculated
    $259,341
    From this org
    $229,763
    From related orgs
    $0
    Other
    $29,578
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $204,135
    Bonus
    $25,360
    Other
    $268
    Deferred
    $15,337
    Nontaxable benefits
    $14,893
    Filer's total
    $259,993

  • BARBARA LIBOVE

    SVP & DEPUTY CFO

    Total calculated
    $351,665
    From this org
    $283,383
    From related orgs
    $0
    Other
    $68,282
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $252,692
    Bonus
    $30,356
    Other
    $335
    Deferred
    $24,314
    Nontaxable benefits
    $44,954
    Filer's total
    $352,651

  • BEVERLY SMITH

    VICE PRESIDENT

    Total calculated
    $255,432
    From this org
    $220,714
    From related orgs
    $0
    Other
    $34,718
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $193,444
    Bonus
    $23,020
    Other
    $4,250
    Deferred
    $20,218
    Nontaxable benefits
    $15,067
    Filer's total
    $255,999

  • CAITLIN CAIN

    VICE PRESIDENT

    Total calculated
    $196,032
    From this org
    $168,083
    From related orgs
    $0
    Other
    $27,949
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $167,581
    Bonus
    $0
    Other
    $502
    Deferred
    $15,385
    Nontaxable benefits
    $13,131
    Filer's total
    $196,599

  • CELAYNE HILL

    SVP & SECRETARY

    Total calculated
    $325,629
    From this org
    $282,439
    From related orgs
    $0
    Other
    $43,190
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $247,028
    Bonus
    $31,161
    Other
    $4,250
    Deferred
    $26,176
    Nontaxable benefits
    $18,761
    Filer's total
    $327,376

  • CHRISTINA TRAVERS

    EVP/CFO

    Total calculated
    $470,859
    From this org
    $399,597
    From related orgs
    $0
    Other
    $71,262
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $356,541
    Bonus
    $42,721
    Other
    $335
    Deferred
    $34,650
    Nontaxable benefits
    $37,178
    Filer's total
    $471,425

  • COLLETTE WILLIAMS

    VP & CONTROLLER

    Total calculated
    $313,598
    From this org
    $257,198
    From related orgs
    $0
    Other
    $56,400
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $228,062
    Bonus
    $27,697
    Other
    $1,439
    Deferred
    $24,248
    Nontaxable benefits
    $32,719
    Filer's total
    $314,165

  • CONSTANCE MAX

    EXECUTIVE VICE PRESIDENT, LENDING

    Total calculated
    $430,001
    From this org
    $353,697
    From related orgs
    $0
    Other
    $76,304
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $314,339
    Bonus
    $37,919
    Other
    $1,439
    Deferred
    $32,744
    Nontaxable benefits
    $44,247
    Filer's total
    $430,688

  • COURTNEY BRANKER

    VP & TREASURER

    Total calculated
    $292,243
    From this org
    $233,510
    From related orgs
    $0
    Other
    $58,733
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $207,513
    Bonus
    $24,558
    Other
    $1,439
    Deferred
    $21,708
    Nontaxable benefits
    $37,592
    Filer's total
    $292,810

  • DAVID GREENBERG

    VICE PRESIDENT

    Total calculated
    $280,038
    From this org
    $216,600
    From related orgs
    $0
    Other
    $63,438
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $192,989
    Bonus
    $22,841
    Other
    $770
    Deferred
    $20,254
    Nontaxable benefits
    $44,440
    Filer's total
    $281,294

  • DENISE NOTICE-SCOTT

    OUTGOING-PRESIDENT

    Total calculated
    $592,646
    From this org
    $543,996
    From related orgs
    $0
    Other
    $48,650
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $462,519
    Bonus
    $0
    Other
    $81,477
    Deferred
    $34,650
    Nontaxable benefits
    $14,579
    Filer's total
    $593,225

  • DIANA MARCELA PEREZ

    OUTGOING-VICE PRESIDENT

    Total calculated
    $178,410
    From this org
    $141,934
    From related orgs
    $0
    Other
    $36,476
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $128,443
    Bonus
    $0
    Other
    $13,491
    Deferred
    $12,492
    Nontaxable benefits
    $24,453
    Filer's total
    $178,879

  • GEORGE ASHTON III

    MANAGING DIRECTOR

    Total calculated
    $389,368
    From this org
    $318,560
    From related orgs
    $0
    Other
    $70,808
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $284,160
    Bonus
    $33,898
    Other
    $502
    Deferred
    $29,097
    Nontaxable benefits
    $42,349
    Filer's total
    $390,006

  • JESSICA HART

    VICE PRESIDENT

    Total calculated
    $326,177
    From this org
    $258,380
    From related orgs
    $0
    Other
    $67,797
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $229,596
    Bonus
    $28,282
    Other
    $502
    Deferred
    $24,525
    Nontaxable benefits
    $43,839
    Filer's total
    $326,744

  • JOSEPH HORIYE

    VICE PRESIDENT

    Total calculated
    $306,480
    From this org
    $242,313
    From related orgs
    $0
    Other
    $64,167
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $215,628
    Bonus
    $25,915
    Other
    $770
    Deferred
    $22,845
    Nontaxable benefits
    $43,163
    Filer's total
    $308,321

  • JULIA RYAN

    OUTGOING-VICE PRESIDENT

    Total calculated
    $174,209
    From this org
    $142,045
    From related orgs
    $0
    Other
    $32,164
    Hours/week
    30

    Schedule J breakdown matched by us

    Base
    $123,786
    Bonus
    $0
    Other
    $18,259
    Deferred
    $12,205
    Nontaxable benefits
    $20,390
    Filer's total
    $174,640

  • KENNETH PATRICK MAHER

    SVP & SECRETARY

    Total calculated
    $323,521
    From this org
    $283,662
    From related orgs
    $0
    Other
    $39,859
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $251,066
    Bonus
    $31,157
    Other
    $1,439
    Deferred
    $26,006
    Nontaxable benefits
    $14,419
    Filer's total
    $324,087

  • KEVIN BOES

    CEO - BROADSTREET

    Total calculated
    $648,011
    From this org
    $584,167
    From related orgs
    $0
    Other
    $63,844
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $365,667
    Bonus
    $218,500
    Other
    $0
    Deferred
    $36,941
    Nontaxable benefits
    $26,903
    Filer's total
    $648,011

  • KIMBERLY CUTCHER

    VICE PRESIDENT

    Total calculated
    $216,256
    From this org
    $170,880
    From related orgs
    $0
    Other
    $45,376
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $152,582
    Bonus
    $17,796
    Other
    $502
    Deferred
    $16,038
    Nontaxable benefits
    $30,931
    Filer's total
    $217,849

  • KIMBERLY VANDENDADLE

    CHIEF OPERATING OFFICER -IMMITO

    Total calculated
    $124,627
    From this org
    $112,605
    From related orgs
    $0
    Other
    $12,022
    Hours/week
    35

  • LAURA SHIVELY

    CHIEF CREDIT OFFICER -IMMITO

    Total calculated
    $153,029
    From this org
    $135,577
    From related orgs
    $0
    Other
    $17,452
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $134,980
    Bonus
    $0
    Other
    $597
    Deferred
    $3,246
    Nontaxable benefits
    $14,530
    Filer's total
    $153,353

  • MADELINE FRASER COOK

    SVP

    Total calculated
    $292,281
    From this org
    $232,434
    From related orgs
    $0
    Other
    $59,847
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $209,937
    Bonus
    $21,701
    Other
    $796
    Deferred
    $21,575
    Nontaxable benefits
    $38,839
    Filer's total
    $292,848

  • MANPREET MANGAT

    VICE PRESIDENT

    Total calculated
    $272,742
    From this org
    $211,677
    From related orgs
    $0
    Other
    $61,065
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $186,455
    Bonus
    $24,720
    Other
    $502
    Deferred
    $20,019
    Nontaxable benefits
    $42,788
    Filer's total
    $274,484

  • MATTHEW JOSEPHS

    SVP

    Total calculated
    $376,356
    From this org
    $305,842
    From related orgs
    $0
    Other
    $70,514
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $271,661
    Bonus
    $32,742
    Other
    $1,439
    Deferred
    $28,666
    Nontaxable benefits
    $42,882
    Filer's total
    $377,390

  • MICHAEL SKREBUTENAS

    SVP

    Total calculated
    $340,064
    From this org
    $268,201
    From related orgs
    $0
    Other
    $71,863
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $237,985
    Bonus
    $28,777
    Other
    $1,439
    Deferred
    $25,252
    Nontaxable benefits
    $47,177
    Filer's total
    $340,630

  • MICHAEL TANG

    SVP

    Total calculated
    $327,999
    From this org
    $274,373
    From related orgs
    $0
    Other
    $53,626
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $245,022
    Bonus
    $27,912
    Other
    $1,439
    Deferred
    $24,371
    Nontaxable benefits
    $29,821
    Filer's total
    $328,565

  • MIKE HUMBERSTONE

    VP & CHIEF INFORMATION OFFICER

    Total calculated
    $314,423
    From this org
    $262,505
    From related orgs
    $0
    Other
    $51,918
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $232,826
    Bonus
    $28,240
    Other
    $1,439
    Deferred
    $22,580
    Nontaxable benefits
    $29,904
    Filer's total
    $314,989

  • MIRANDA JONES

    SVP

    Total calculated
    $301,238
    From this org
    $261,199
    From related orgs
    $0
    Other
    $40,039
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $228,371
    Bonus
    $32,493
    Other
    $335
    Deferred
    $7,651
    Nontaxable benefits
    $33,099
    Filer's total
    $301,949

  • MONICA RICHARDSON PRIDE

    OUTGOING-VICE PRESIDENT

    Total calculated
    $149,179
    From this org
    $134,012
    From related orgs
    $0
    Other
    $15,167
    Hours/week
    35

  • PAUL SANTANNA

    VICE PRESIDENT

    Total calculated
    $239,579
    From this org
    $202,139
    From related orgs
    $0
    Other
    $37,440
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $176,281
    Bonus
    $24,419
    Other
    $1,439
    Deferred
    $20,390
    Nontaxable benefits
    $17,659
    Filer's total
    $240,188

  • ROBERT COONEY

    SVP/GENERAL COUNSEL

    Total calculated
    $441,027
    From this org
    $359,759
    From related orgs
    $0
    Other
    $81,268
    Hours/week
    38 + 2 related

    Schedule J breakdown matched by us

    Base
    $318,241
    Bonus
    $39,081
    Other
    $2,437
    Deferred
    $33,648
    Nontaxable benefits
    $48,307
    Filer's total
    $441,714

  • SEUNG KIM

    SVP

    Total calculated
    $275,926
    From this org
    $254,076
    From related orgs
    $0
    Other
    $21,850
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $227,402
    Bonus
    $26,339
    Other
    $335
    Deferred
    $21,837
    Nontaxable benefits
    $580
    Filer's total
    $276,493

  • SHAWN LUTHER

    SVP, CHIEF CREDIT OFFICER

    Total calculated
    $297,768
    From this org
    $265,482
    From related orgs
    $0
    Other
    $32,286
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $233,591
    Bonus
    $31,121
    Other
    $770
    Deferred
    $26,180
    Nontaxable benefits
    $6,673
    Filer's total
    $298,335

  • STEVE HALL

    VICE PRESIDENT

    Total calculated
    $262,143
    From this org
    $224,630
    From related orgs
    $0
    Other
    $37,513
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $200,276
    Bonus
    $23,584
    Other
    $770
    Deferred
    $21,011
    Nontaxable benefits
    $17,190
    Filer's total
    $262,831

  • STEVEN PETSOS

    PRESIDENT - BROADSTREET

    Total calculated
    $542,639
    From this org
    $489,053
    From related orgs
    $0
    Other
    $53,586
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $314,053
    Bonus
    $175,000
    Other
    $0
    Deferred
    $29,683
    Nontaxable benefits
    $23,903
    Filer's total
    $542,639

  • TAHIRIH ZIEGLER

    SVP

    Total calculated
    $329,256
    From this org
    $276,257
    From related orgs
    $0
    Other
    $52,999
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $245,829
    Bonus
    $28,890
    Other
    $1,538
    Deferred
    $23,750
    Nontaxable benefits
    $30,254
    Filer's total
    $330,261

  • TIFFANY ROYSTER

    VICE PRESIDENT

    Total calculated
    $237,254
    From this org
    $205,603
    From related orgs
    $0
    Other
    $31,651
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $183,869
    Bonus
    $21,399
    Other
    $335
    Deferred
    $19,087
    Nontaxable benefits
    $13,131
    Filer's total
    $237,821

  • TODD OVERLEY

    CHIEF DEVELOPMENT OFFICER-IMMITO

    Total calculated
    $154,889
    From this org
    $141,337
    From related orgs
    $0
    Other
    $13,552
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $140,904
    Bonus
    $0
    Other
    $433
    Deferred
    $6,125
    Nontaxable benefits
    $7,762
    Filer's total
    $155,224

  • TYLER RUBIN

    VICE PRESIDENT

    Total calculated
    $191,990
    From this org
    $153,122
    From related orgs
    $0
    Other
    $38,868
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $144,962
    Bonus
    $7,690
    Other
    $470
    Deferred
    $15,508
    Nontaxable benefits
    $23,926
    Filer's total
    $192,556

  • VANESSA RYAN

    VICE PRESIDENT

    Total calculated
    $251,676
    From this org
    $190,460
    From related orgs
    $0
    Other
    $61,216
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $169,712
    Bonus
    $20,246
    Other
    $502
    Deferred
    $17,897
    Nontaxable benefits
    $43,886
    Filer's total
    $252,243

  • VUSLAT EKSI

    VICE PRESIDENT

    Total calculated
    $281,358
    From this org
    $215,361
    From related orgs
    $0
    Other
    $65,997
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $191,964
    Bonus
    $22,895
    Other
    $502
    Deferred
    $20,437
    Nontaxable benefits
    $46,127
    Filer's total
    $281,925

  • WILLIAM TAFT

    SVP

    Total calculated
    $301,663
    From this org
    $250,232
    From related orgs
    $0
    Other
    $51,431
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $221,930
    Bonus
    $26,093
    Other
    $2,209
    Deferred
    $22,182
    Nontaxable benefits
    $29,816
    Filer's total
    $302,230

  • YVONNE TOU NOLAN

    VICE PRESIDENT

    Total calculated
    $280,523
    From this org
    $216,380
    From related orgs
    $0
    Other
    $64,143
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $192,469
    Bonus
    $23,610
    Other
    $301
    Deferred
    $17,409
    Nontaxable benefits
    $47,301
    Filer's total
    $281,090

  • CINDY WU

    SENIOR EXECUTIVE DIRECTOR

    Total calculated
    $313,644
    From this org
    $239,584
    From related orgs
    $0
    Other
    $74,060
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $213,057
    Bonus
    $26,181
    Other
    $346
    Deferred
    $23,309
    Nontaxable benefits
    $51,317
    Filer's total
    $314,210

  • JANE FERRARA

    EXECUTIVE DIRECTOR

    Total calculated
    $270,886
    From this org
    $209,659
    From related orgs
    $0
    Other
    $61,227
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $185,696
    Bonus
    $21,678
    Other
    $2,285
    Deferred
    $19,966
    Nontaxable benefits
    $42,523
    Filer's total
    $272,148

  • JEANNE COLA

    SENIOR EXECUTIVE DIRECTOR

    Total calculated
    $274,516
    From this org
    $224,014
    From related orgs
    $0
    Other
    $50,502
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $198,538
    Bonus
    $23,987
    Other
    $1,489
    Deferred
    $20,358
    Nontaxable benefits
    $31,999
    Filer's total
    $276,371

  • MEGHAN HARTE

    SENIOR EXECUTIVE DIRECTOR

    Total calculated
    $306,866
    From this org
    $273,266
    From related orgs
    $0
    Other
    $33,600
    Hours/week
    35

    Schedule J breakdown matched by us

    Base
    $243,805
    Bonus
    $27,972
    Other
    $1,489
    Deferred
    $25,488
    Nontaxable benefits
    $8,678
    Filer's total
    $307,432

  • VALERIE WHITE

    SENIOR EXECUTIVE DIRECTOR

    Total calculated
    $302,536
    From this org
    $257,123
    From related orgs
    $0
    Other
    $45,413
    Hours/week
    22 + 18 related

    Schedule J breakdown matched by us

    Base
    $226,511
    Bonus
    $28,403
    Other
    $2,209
    Deferred
    $24,463
    Nontaxable benefits
    $21,517
    Filer's total
    $303,103

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 · Compensation survey or study
  • 3 · Approval by the board or compensation committee
  • 7 · Other non-fixed payments

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
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 7
AMOUNTS ON PART II, COLUMN B (II) REPRESENT PAYMENTS IN ACCORDANCE WITH A BONUS PLAN APPROVED BY THE ORGANIZATION'S BOARD OF DIRECTORS.

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.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

Related corporations and trusts

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

Provenance

Return type
form_990
Tax year
2023
Filed
4 November 2024
IRS schema version
2023v5.1
Source object
202433109349300918

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.